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this post was submitted on 10 Nov 2025
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TechTakes
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Big brain tech dude got yet another clueless take over at HackerNews etc? Here's the place to vent. Orange site, VC foolishness, all welcome.
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SoftBank Cashes Out Nvidia Stock (Archive)
I'm too jaded to get my hopes up, but wouldn't it be so nice if this were the beginning of the end for the AI bubble?
Either they're right, and the bubble pops soon, or they're too early and it's another hilarious Softbank L
my read of the situation is that it's another phenomenal softbank L even if they timed this sale at the top of the nvdia valuation. if they thought it's a bubble popping soon, they would try to get out of openai deals, but they're doing the opposite. most immediately, they need money to dump 20B-ish into openai by end of the year, triggered by that no-profit transition, and it's money that they apparently don't have. that their stock dumped like 15% in a week probably didn't help either
This. Masayoshi son is selling furniture to YOLO more money into OpenAI.
ok, cool. when does he start selling off all the super limited-edition anime waifu merch? asking for a friend