Kaitlin Hendrix

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209 appearances 1 recordings 1 series first heard Aug 2026 last heard 2 Aug

Kaitlin Hendrix’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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WSJ What’s News · The Buried $150 Billion Bet Inside the Top 20 U.S. Stocks · 2 Aug 2026 podcast

Hi.

Thanks for having me.

Yeah, it's hard to unpack.

But we looked at the 20 largest U.S.

companies, which account, by the way, for 40 percent of the market cap in the U.S.

And we said these companies have exposure to a lot of private companies.

So you think about trying to get in early.

Alphabet, Amazon, NVIDIA all have multibillion dollar stakes in Anthropic.

So that direct investment is a way that everyday investors who are buying those large public companies can have this indirect exposure to those private companies.

And so we dug into the accounting statements.

We looked through all the 10Ks for these 20 companies, and we found about $100 to $150 billion of direct investment in private companies.

And so that's one way that investors can have that exposure.

Yes.

So Anthropic is a big one.

But then on top of that hundred.

Amazon, Alphabet, Microsoft, NVIDIA.

So a lot of these major names hold these stakes in Anthropic.

Exactly.

And that's not the only way.

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