Pretty much, I have said it for a while now, Softbank and Oracle are the ones I would be worried about. Both of them have put their companies wealth behind this, if it goes down so will they.
replyOthers have played it fairly smart in terms of insulating potential issues.
A better world is just a few steps away
replySoftBank has always managed to squeeze by after every mistake selling some early huge wins Alibaba, Nvidia, arm. Wonder if they still have any of those left in the back pocket.
replyIndeed, Masa has more lives than a cat.
replyHave you seen his investor presentations? He is no longer building his war chest and is now executing on SoftBank’s 400 year plan
replyGoose value 71 here: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...
That shit looks like something that they’d show in a Netflix cult documentary.
replyBusinesses aim to make the most profit possible with their resources. If they can make a 25% margin that is good, but if they can turn around sell thr same thing for a 50% margin, that is much better.
replyBasically what i am saying is maybe there is a better buyer than openai.