Dan Caplinger

speaker

1,800 appearances 17 recordings 4 series first heard Oct 2023 last heard 3d ago

Dan Caplinger’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 16 in all, peaking in Nov 2025 with 3.

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Yeah, me too, as well.

I have a lot of Alphabet stock in my portfolio, and I'm very comfortable with both its AI exposure and its non-AI exposure.

OpenAI, boy, I don't even know what I'm investing in at this point because they still haven't resolved this hybrid nonprofit for-profit structure.

I don't think that you can ask the California Attorney General to do anything on a deadline, because it's complicated.

It's incredibly complicated in its dynamics.

So, once you think you have a solution, suddenly everything changes.

OpenAI does a new deal, they get a new investor, they then turn around and invest in a company themselves.

It just gets more complicated and it makes the whole transition question more difficult to resolve.

So, yeah, I'd be surprised if they make deadlines.

And then as you point out, what's Microsoft going to do with that?

Probably cave and give them more time.

But I guess we'll see.

I go with Coinbase, oddly enough.

I'm going to make a strange metaphor here.

I think that there's a large and growing group of people who are addicted to cryptocurrency.

In my investing career, I have not hesitated to invest in addiction stocks.

I invested in tobacco stocks in the late 1990s, early 2000s as I was getting my start.

I have invested in coffee stocks.

On a total return basis, you betcha, for sure.

Invested in Starbucks for the coffee addiction craze, and that has done quite well on a long-term basis as well, despite some recent struggles.

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