SoftBank's Son Drew a Goose to Sell His $6 Trillion AI Dream, Then the Market Halved It
Son told shareholders SoftBank is a golden goose worth ¥74 trillion, but the market pays only ¥37 trillion and calls a bubble blasphemy.
"I think this is blasphemy against AI to call it a bubble."
Pivot to AI (David Gerard)
Masayoshi Son walked SoftBank’s annual meeting through cartoon geese and golden eggs to argue the company is an undervalued bird laying $6 trillion of artificial super-intelligence, anchored on OpenAI and a target Son measures in quadrillions of yen. The deck pegs net asset value at ¥74 trillion while the market pays roughly ¥37 trillion, so investors are halving the goose Son insists they worship, and Son called naming the AI bubble “blasphemy.” The original fable Son keeps reaching for ends with a greedy owner gutting the goose and getting nothing, which is a strange sales pitch from the man who poured SoftBank’s ARM profits into WeWork and now OpenAI. Pivot to AI on the goose deck
Source: Pivot to AI (David Gerard) · David Gerard
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