AI bubble unit economics and enterprise cost reckoning
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Better Offline · Jul 8, 2026
Trashfuture x Better Offline: Goosed In The Shell
SoftBank investor presentation analysis and goose metaphor critiqueMasayoshi Son AI obsession and ChatGPT dependencyOpenAI IPO valuation challenges and $1 trillion targetSoftBank leveraged debt exposure to OpenAIData centre infrastructure bottlenecks and supply chain constraints
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