"It would be really ironic if we invite retail investors into a Goldman-led SPV of OpenAI or Anthropic right before the reset." @bgurley says the AI boom is real, but the industry is starting to look speculative: "There's an interesting irony that if you wanted AI exposure, you're pretty good just owning the index. Nvidia is such a large part of the index, you have exposure to Microsoft, Google, and Facebook." "Every time there's a new technology wave people get rich quick. When people get…