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Masayoshi Son AI obsession and ChatGPT dependency

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Better Offline · Jul 8, 2026

Trashfuture x Better Offline: Goosed In The Shell

SoftBank investor presentation analysis and goose metaphor critique OpenAI IPO valuation challenges and $1 trillion target SoftBank leveraged debt exposure to OpenAI AI bubble unit economics and enterprise cost reckoning Data centre infrastructure bottlenecks and supply chain constraints