Anthropic
13%
Perplexity A...
31%
OpenAI
13.9%
Lovable
32%
Pizza Hut
57%
BP
16%
GitLab
19%
Nebius Group
18%
Snapchat
14.9%
Ubisoft
43%
Zoom Video C...
8.6%
Viking Thera...
39%
1 (25 bps)
18%
0 (0 bps)
9.7%
12+ (300+ bp...
1.9%
11 (275 bps)
0.6%
10 (250 bps)
0.7%
9 (225 bps)
0.8%
8 (200 bps)
0.9%
7 (175 bps)
1.1%
6 (150 bps)
2.7%
5 (125 bps)
5%
4 (100 bps)
12%
3 (75 bps)
24%
Anduril
33%
Brex
9.4%
Anysphere (C...
14%
Mistral AI
16%
Anthropic
63%
Databricks
38%
Fannie Mae
19%
Waymo
10%
Anduril Indu...
77%
ByteDance
11%
Epic Games
18%
SHEIN
45%
2.3%
chance
March 31, 20...
3.2%
December 31,...
18.9%
NVIDIA
74%
Saudi Aramco
0.4%
Alphabet
13.8%
Microsoft
0.9%
Amazon
0.3%
Tesla
0.7%
Apple
10.2%
$1.4T
13%
$1.6T
13%
$1.2T
31%
$1T
59%
$800B
60%
June 30, 202...
5%
December 31,...
50%
DeepSeek
13.7%
Meituan
6.9%
OpenAI
34%
xAI
26%
Meta
17%
Mistral
6%
Alibaba
10.5%
Z.ai
15%
Baidu
10.4%
Nvidia
8.2%
Microsoft
3.2%
Amazon
0.9%
Tesla
4.2%
Apple
16%
Saudi Aramco
1%
Alphabet
25%
NVIDIA
49%
John Ternus
59%
Sabih Khan
31%
Craig Federi...
18%
Greg Joswiak
6.5%
June 30
61%
March 31
4.2%
April 30
12%
May 31
40%
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