Artificial Intelligence (AI)

The 462B missing piece. Softbank does not have enough cash to invest the 500B:

Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.

SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG.  They own $143b in ARM and $18b in…

Gavin Baker

The 462B missing piece. Softbank does not have enough cash to invest the 500B: https://x.com/gavinsbaker/status/1882081746877063677

🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

The gap highlights Softbank's financial strain. It's a pivotal moment, challenging their investment strategies and future market influence.