Softbank CEO Who’s Invested $64 Billion in OpenAI Says It’s “Blasphemy” to Mention the AI Bubble
TL;DR
SoftBank CEO Masayoshi Son sharply rejected warnings of an AI bubble, calling the phrase essentially blasphemy against AI during the company’s annual meeting. SoftBank has reportedly committed more than $64 billion to OpenAI, more than any other investor, tying the company heavily to Sam Altman and AI infrastructure. Son argues the AI wave is still at the beginning, not near the end, and says AI’s potential has yet to be unlocked, even if corrections happen along the way.
Nauti's Take
When an investor with $64 billion on the table calls bubble talk heresy, that is not market analysis, it is position defense. Builders should not confuse infrastructure fever with product proof.
The winners turn expensive models into paid, repeatable workflows.
Briefingshow
Son is not framing AI as a regular investment, but as a historic infrastructure bet. That matters because when one of OpenAI’s biggest backers treats skepticism almost like heresy, the story is about more than technology: it is about market psychology, locked-up capital, and the risk that hype drowns out hard questions.
Sources