SoftBank's OpenAI Jackpot Has a Familiar Stench (Remember WeWork?)

Описание: SoftBank just reported a $19.8 billion gain on their OpenAI investment. The catch? It's all on paper. And this is the same company, same CEO, same playbook that lost $16 billion on WeWork.

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⏱ Timestamps:
0:00 SoftBank's $20B "gain" on OpenAI
0:16 The earnings breakdown (and the miss)
1:03 Selling Nvidia and T-Mobile to fund the AI bet
1:29 The gambling buddy analogy
1:59 Sunk cost fallacy: $30B already in, $30B more coming
2:26 OpenAI's $850 billion valuation (same GDP as Argentina)