Talking with friends about the AI bubble and SoftBank's ending, I actually think there's no need to be too pessimistic. OpenAI, as a super app that reached 1 billion users even faster, when it comes to critical moments, cutting expenses to turn a profit isn't really difficult, and it probably won't fall easily.
Looking at investment through this lens, the logic is quite similar to playing Texas Hold'em poker. For players like Masayoshi Son, winning or losing in the middle isn't even the most important thing; the core ability is actually "continuous buying" — as long as you can keep raising fun
View Original