Facebook is cited as an example of a dominant player in a winner-take-all market like advertising, contributing to market concentration.
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The Indexing Question: Should SpaceX, OpenAI and Anthropic be in the S&P 500?
Jun 18, 2026
The creator discusses the potential inclusion of major AI companies like SpaceX, OpenAI, and Anthropic in the S&P 500. He outlines arguments against their inclusion from active investors, investment experts, and politicians, while also explaining how indices are constructed and the purpose of the S&P 500 as a large-cap US company index.
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Google is cited as an example of a dominant player in a winner-take-all market like advertising, contributing to market concentration.
AIV, a real estate company, was replaced in the S&P 500 by Tesla, and its stock price increased by 60% in the aftermath of Tesla's inclusion.
Tesla's inclusion in the S&P 500 in late 2020 saw its stock price decline more than 10% and underperform the index in the aftermath.
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