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

I have to believe a lot of that $500B is actually in the form of in-kind services. Like how Microsoft’s investment in OpenAI was largely compute services for training. 

I saw this post about Jasmy possibly being the thing SoftBank brings to the table (no idea how legit or not this take is). Interesting if true.

Brian Roemmele

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

I have to believe a lot of that $500B is actually in the form of in-kind services. Like how Microsoft’s investment in OpenAI was largely compute services for training. 

I saw this post about Jasmy possibly being the thing SoftBank brings to the table (no idea how legit or not this take is). Interesting if true. 

https://x.com/brianroemmele/status/1881893343464177922?s=46&t=kbUluqkrtSAIaGiJXuXVAw

Can’t they take a loan on their stocks? 
That’s like 12 Twitter acquisitions worth  of loans; which truly doesn’t seem like THAT much

Their ASI has been secretly gathering the money already.