@gritcapital — 9x breakout

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Google's $900M SpaceX bet is now worth $94B

@gritcapital

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Why it worked

The post leverages a compelling narrative of a massive financial return on investment, using specific, impressive numbers ($900M to $94B) to capture attention and highlight the success of Google's strategic investments.

Summary

This photo post details Google's highly successful investments in SpaceX and Anthropic, highlighting the massive returns on its initial SpaceX investment. It also shows the year-to-date stock performance of Alphabet Inc. Class C.

Structure

1Introduction of Google's SpaceX investment and its current value
2Details of Google's ownership and investment in SpaceX and Anthropic
3Comparison of initial investment to current value, showing a 140x return
4Google's stock portfolio overview
5Alphabet Inc. Class C stock performance chart

Product placement

Google (owner of Android): Appears as a logo on a building. Removing it would not change what happens in the video. SpaceX: ACTS as a company that Google invested in. Its value is discussed. Removing it would change what happens in the video. Anthropic: ACTS as a company that Google invested in. Its value is discussed. Removing it would change what happens in the video. GRIT: Appears as a logo/brand name on multiple slides. Removing it would not change what happens in the video. Bull Theory: Appears as a Twitter handle/account name. Removing it would not change what happens in the video. Alphabet Inc Class C: ACTS as a stock ticker for Google's parent company. Its stock performance is shown. Removing it would change what happens in the video.

Original caption

Alphabet’s biggest moonshot might not be AI — it might be SpaceX. 👀 Google invested roughly $900 million in SpaceX back in 2015, when the company was valued at just $12 billion. Now that SpaceX is public, Alphabet has finally disclosed the size of its stake: → 551 million+ shares → Worth roughly $94.2 BILLION at the end of June → About 95% of Alphabet’s disclosed investment portfolio That’s an 8,000%+ increase on Google’s original investment. And SpaceX isn’t its only big private-market win. Alphabet is also estimated to own roughly 14% of Anthropic, a stake that could be worth more than $120 billion. Google is known for Search, YouTube, Cloud and AI. But its investment portfolio is quietly becoming a massive part of the Alphabet story. Would Alphabet’s SpaceX + Anthropic stakes make you more bullish on $GOOGL?