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I would like to see the numbers. If Nvidia sells hardware for $100B with 75% cross margin, and provides $50 billion in backstop for that same hardware, it woul
by u1hcw9nx 2mo ago
I would like to see the numbers.
If Nvidia sells hardware for $100B with 75% cross margin, and provides $50 billion in backstop for that same hardware, it would be still be nicely profitable deal ($25B) if the backstop capacity would be a total write-off recovering $0. Reselling that capacity in some large discount below already low backstop price would increase the profits.
It's all those pension funds, sovereign wealth funds and Softbank getting into that $500 billion deal that will be hurt.
- NewJazz 2mo agoBusinesses aim to make the most profit possible with their resources. If they can make a 25% margin that is good, but if they can turn around sell thr same thing for a 50% margin, that is much better. Basically what i am saying is maybe there is a better buyer than openai.
- ColdStream 2mo agoPretty much, I have said it for a while now, Softbank and Oracle are the ones I would be worried about. Both of them have put their companies wealth behind this, if it goes down so will they. Others have played it fairly smart in terms of insulating potential issues.
- throwaway27448 2mo agoA better world is just a few steps away
- pjjpo 2mo agoSoftBank has always managed to squeeze by after every mistake selling some early huge wins Alibaba, Nvidia, arm. Wonder if they still have any of those left in the back pocket.
- jgalt212 2mo agoIndeed, Masa has more lives than a cat.
- karlgkk 2mo agoHave you seen his investor presentations? He is no longer building his war chest and is now executing on SoftBank’s 400 year plan Goose value 71 here: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...
- selectodude 2mo agoThat shit looks like something that they’d show in a Netflix cult documentary.
- trollbridge 2mo agoThat was terrifying. This is representative of who's funding all of this?
- tdeck 2mo agoThis reads like one of those kooks who would post so many grandiose claims on a forum that eventually everyone stopped replying to their threads.
- ColdStream 2mo agoAs soon as you said Goose, I knew exactly what this was going to be.
- mawadev 2mo agoWe need more Artificial Goose Intelligence
- rightbyte 2mo agoThe golden egg factory section drawing made it all very clear. Is Softbank making any money or just dissipating Alibaba gains?
- tacet 2mo agono quack
- rsynnott 2mo agoOh, no! Anyway...