Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic
Published . Updated .
Insight Partners' Devin Parekh opens up about losing Legora to General Catalyst, why he's fine holding stakes in rival AI labs, and why — even as everyone else piles into OpenAI and Anthropic — his $90 billion firm is deliberately staying diversified.
Directly affected
- No company is named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- CHAT Roundhill Generative AI & Tech
GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
SuperX AI Technology (SUPX) since this story, compared with the market
Since the first closing price after “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is +0.77% over the same days, a -3.59% difference versus the market.
Disclosure records for SuperX AI Technology (SUPX) within two months of 13 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 16 days before publication, inside 30 days. The filing is listed beside the story “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around SuperX AI Technology (SUPX)
Companies carried with this story
- SUPX SuperX AI Technology
In “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
For “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
Aecom (ACM) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
In “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
In “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
In “Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SuperX AI Technology (SUPX)
“Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic” (13 Sep 2026) reaches SuperX AI Technology (SUPX) through this story.
What ties SuperX AI Technology (SUPX) to the headline is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, American Battery Technology (ABAT): GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the SuperX AI Technology (SUPX) price range
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
A simple score for SuperX AI Technology (SUPX)
100 out of 100
“Insight Partners’ Deven Parekh on why the firm is diversifying while everyone else bets the farm on OpenAI and Anthropic” scores 100 out of 100. The score uses 6 linked companies.