A thematic index tracking the three dominant hyperscale public cloud platforms: AWS, Microsoft Azure, and Google Cloud.
1 take · first discussed Jun 21, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Thomas LaFont, supported by Chamath and Friedberg, makes a high-conviction bullish case that a synthetic index combining AWS, Azure, and GCP would be the single best investment an individual could make over the next five years, to the point where nothing else would need to be held. The core thesis is that the combined dominance of these three cloud platforms makes them collectively the most compelling long-term bet available. No dissenting views were expressed among the hosts present, suggesting broad agreement on this framing. The idea remains theoretical, as no such index currently exists as a standalone investable product.
Thomas LaFont, joined by Chamath and Friedberg, argues that a synthetic index of AWS, Azure, and GCP would be the single best investment over the next 5 years — you wouldn't need to own anything else.
if we could synthetically own AWS, Azure, and GCP. If I could somehow automagically create an index of all 3 of those businesses, right?”1:36:48