4 ms·

Pretty 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

Pretty 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 ago
A better world is just a few steps away
pjjpo 2mo ago
SoftBank 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 ago
  Indeed, Masa has more lives than a cat.
  - karlgkk 2mo ago
    Have 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 ago
      That shit looks like something that they’d show in a Netflix cult documentary.
    - trollbridge 2mo ago
      That was terrifying. This is representative of who's funding all of this?
      - tdeck 2mo ago
        This 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 ago
      As soon as you said Goose, I knew exactly what this was going to be.
    - mawadev 2mo ago
      We need more Artificial Goose Intelligence
    - rightbyte 2mo ago
      The golden egg factory section drawing made it all very clear. Is Softbank making any money or just dissipating Alibaba gains?
    - tacet 2mo ago
      no quack
    - sensanaty 2mo ago
      This cannot possibly be a real thing, it has to be an elaborate 4chan shitpost
    - ShadowOfThePit 2mo ago
      wtf Also, actual talk that goes with the presentation: https://www.youtube.com/watch?v=DtM0Cjb0dEU https://www.youtube.com/watch?v=DtM0Cjb0dEU
    - rfff2 2mo ago
      Holy slop. What a fugly deck filled with nonsense.
rsynnott 2mo ago
Oh, no! Anyway...

throwaway27448 2mo ago

A better world is just a few steps away

pjjpo 2mo ago

SoftBank 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 ago
Indeed, Masa has more lives than a cat.
- karlgkk 2mo ago
  Have 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 ago
    That shit looks like something that they’d show in a Netflix cult documentary.
  - trollbridge 2mo ago
    That was terrifying. This is representative of who's funding all of this?
    - tdeck 2mo ago
      This 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 ago
    As soon as you said Goose, I knew exactly what this was going to be.
  - mawadev 2mo ago
    We need more Artificial Goose Intelligence
  - rightbyte 2mo ago
    The golden egg factory section drawing made it all very clear. Is Softbank making any money or just dissipating Alibaba gains?
  - tacet 2mo ago
    no quack
  - sensanaty 2mo ago
    This cannot possibly be a real thing, it has to be an elaborate 4chan shitpost
  - ShadowOfThePit 2mo ago
    wtf Also, actual talk that goes with the presentation: https://www.youtube.com/watch?v=DtM0Cjb0dEU https://www.youtube.com/watch?v=DtM0Cjb0dEU
  - rfff2 2mo ago
    Holy slop. What a fugly deck filled with nonsense.

rsynnott 2mo ago

Oh, no! Anyway...