SoftBank’s Son says calling AI a bubble is ‘an insult’
THE SO WHAT
When Masayoshi Son frames “AI bubble” talk as an insult at SoftBank’s shareholder meeting, he’s signaling continued appetite for large, concentrated AI bets despite volatility. Founders and operators should read this as: late-stage capital for AI infra and platforms is still available—but it will be narrative-driven and cyclically fragile.
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