SoftBank Group
also referred to as: softbank
8 statements across 6 episodes · 2 bullish · 5 bearish · 4 people on the record · first statement Mar 14, 2025 by Alex Kantrowitz · said 52 times in 19 episodes since 2024 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (24), Ed Zitron (8), Ranjan Roy (7), M.G. Siegler (6), Ryan Petersen (3), Aaron Levie (2), Stephen Morris (1), Cory Weinberg (1)
tap a year for its mentions
2026 12 mentions in 8 episodes 2 per episode
- OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
- The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- every mention in 2026, scene by scene →
2025 39 mentions in 10 episodes 4 per episode
- Are AI's Economics Unsustainable? — With Ed Zitron
- OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- 2 more episodes that year, every mention in 2025 →
2024 1 mention in 1 episode
Everything said about SoftBank Group, oldest first
Mar 14, 2025 positive
Apr 2, 2025 negative
Roy: One-Third of OpenAI's Projected $28B Revenue Comes from SoftBank
“They're expecting next year, 12 and a half billion. That's gonna then go to twenty eight billion dollars, and a third of that revenue is going to come from SoftBank. SoftBank spending on OpenAI for all of its own companies and portfolio companies.”
Jul 23, 2025 negative
Jul 23, 2025 neutral
Jul 28, 2025 negative
Kantrowitz: OpenAI and SoftBank's Stargate has not closed a single data center deal
“Six months after Japanese billionaire Masayoshi stood shoulder to shoulder With Sam Altman and President Trump to announce the Stargate project, the newly formed company charged with making it happen has yet to complete a single deal for a data center.”
Jul 28, 2025 negative
Morris: OpenAI redefined Stargate to include any rented data center
“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or …”
Oct 13, 2025 negative