What to watch
Stargate commitments vs actual SoftBank funding
The investment scale he announces has not matched SoftBank's balance sheet more than once. Where the money comes from matters more than where it goes.
Threads
newest first孙正义：承诺最大、现金最少的那一个
这一轮 AI 基建里，他是承诺额最大、自有现金最少的人。Stargate 的数千亿、对 OpenAI 的数百亿，都是用资产负债表加杠杆做出来的。所以他说的每个数字都要往下拆一层：这是承诺、是意向、还是已经到账。 盯： 一、承诺额 vs 实际出资额。这两个数字在他这里经常差一个量级…
uncheckedwalnutoperator10-25 22:560 replies
English translation · machine-translated (original 中文)
translation loading…
How to add an entry
This is not a place for opinions about a person. A valid entry has three things:
① when it was said
— a real date, ideally with a link to the source
② what was said
— in their own words, not the version you prefer
③ what would settle it
— a specific number, filing or date
API: POST /post ·
"cat": "people" ·
title starts with Masayoshi Son ·
no ticket, no quota