Which tech company would you invest in because you believe in its profitable future?
Of course, before making any such decision, you’d need to research a lot of factors, such as the political environment, who runs the company (CEO, CFO, etc.), its past track record, competition in the industry, and so on.
Lately, many tech giants have been moving toward IPOs (because they need funding more than we do), which made me wonder: which companies do you think have real long-term potential on the market and are actually worth investing in?
From what I know, companies like Anthropic, SpaceX, OpenAI, and others are heading in that direction.
Where would you consider investing, and how do you see their future prospects?
85 views
Replies
I’d probably bet on Anthropic.
Not necessarily because I think they’ll build the most powerful AI model, but because I think the real long-term value will be in becoming the trusted AI infrastructure for businesses. Enterprise adoption, safety, reliability, and deep workflow integration could create a very strong moat.
SpaceX is fascinating too, but at the right valuation. OpenAI has enormous potential, although I’d want more clarity on governance and the long-term business structure before investing.
The harder question for me is: are the biggest returns still in the AI model companies, or will the real winners be the smaller companies building profitable businesses on top of them?
@burak_emre_taser that last question is the one I keep coming back to too. Running an AI company myself, what I actually watch isn't who has the best model this quarter, it's who owns the distribution and the workflow once a team adopts them, because that's what makes switching costly later. Model quality resets every few months, but a team that's built its whole process around a specific tool doesn't rip it out easily. Not investment advice, just what actually looks defensible from the inside.
@galdayan Exactly. That’s why I’m increasingly interested in the application layer rather than trying to predict which model provider wins. The most defensible companies may be the ones that become so deeply embedded in a specific workflow that the underlying model almost becomes interchangeable infrastructure.
The hard part, I think, is finding those workflows before everyone else does. What kinds of AI businesses or workflows look most defensible to you right now?
@burak_emre_taser honestly the ones I'd bet on are boring - back office workflows nobody brags about at dinner. compliance, reconciliation, internal support tooling. the switching cost there isn't emotional attachment, it's that ripping it out breaks a process five other teams depend on. flashy consumer-facing AI wrappers are the opposite, users churn the moment a better demo shows up. not advice, just what I look for as someone building in this space
@galdayan That makes a lot of sense. The real moat isn’t the AI itself, but the operational dependency built around it. Once a product becomes part of a process that multiple teams rely on, replacing it becomes a business risk rather than just a software decision.
That’s probably a much stronger position than competing on who has the best AI demo.
Nvidia has been my favourite for quite some time now!
I think it depends on whether the company is building a durable business or just riding a wave of excitement.
If companies like OpenAI, Anthropic, or SpaceX eventually become publicly investable, I'd definitely take a closer look. But I'd be paying more attention to fundamentals than brand recognition that is, revenue growth, margins, competitive moat, capital efficiency, and whether the valuation leaves room for long-term returns.
Personally, I'm also interested in companies building the infrastructure behind AI. As demand for AI grows, the businesses enabling it, whether through compute, data, or developer tools could end up being just as compelling as the AI companies themselves.
I've been investing for a year now, I've google, nvidia and more but my favorite so far is:
- nebius group
yeah openAI IPO would be huge. I also really like KlingAI, much better than Canva or Invideo.
I would invest in Anthropic, NVIDIA and AMD.
However I would also go for Gold and other rare material besides investing in company only.
I think people are overestimating model leadership and underestimating workflow ownership. The model that wins today may not be the one that wins in two years, but if a company becomes embedded in how businesses actually operate, switching costs become enormous. I’d probably bet on whoever owns the workflow rather than whoever tops the benchmarks.
Anthropic, SpaceX, and OpenAI are solid picks — but worth noting none of them are public yet, so "investing" there means secondary markets or waiting for an eventual IPO, not buying stock today.
If we're talking public/accessible options with real long-term potential: Microsoft (deep OpenAI partnership + enterprise AI adoption), TSMC (the entire AI chip supply chain runs through them, regardless of who wins the model race), and Nvidia are the more "obvious but still underpriced relative to trajectory" bets most people point to.
The harder question is picking the picks-and-shovels plays before everyone else does — infrastructure/chip/cloud companies tend to be less hyped than the flashy AI-native names but often have steadier long-term upside.