Premium: The Hater's Guide To SoftBank
SoftBank’s story sounds simple if you hear it fast enough: huge AI exposure, huge upside, visionary founder. Slow it down and the real question is whether that upside can arrive before the financing pressure does.
The structure problem
How much debt really matters
What the market is signaling
The OpenAI wager
Vision Fund track record
NAV versus the goose
Masayoshi Son's pattern
Source:
Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To SoftBank
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The skinny
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