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hunterowens.net
•
34 days ago
nothing will convince me about the end of OpenAI bubble as much as SoftBank / Miyoshi Son going all in
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acekatana.bsky.social
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34 days ago
How the fuck does SoftBank make money
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acekatana.bsky.social
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34 days ago
Is there a separate arm that shorts their own investments
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hunterowens.net
•
34 days ago
so uh… kinda yes? But more broadly a huge swath of global telecom and Japanese commerce just prints reliable dividends plus vision fund is all Saudi trying to get out of holding oil only and find a new way to support the kingdoms social model
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hunterowens.net
•
34 days ago
But they’ve made a couple insanely good investments over the years - alibaba, yahoo japan, ARM that all spat out billions
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acekatana.bsky.social
•
34 days ago
Okay, got it: a couple winning lottery tickets, a couple reliable sources of cash, a bunch of desperate Saudis
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hunterowens.net
•
34 days ago
seriously every major fraud book over the last few years has this paragraph in it
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