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OpenAI IPO valuation challenges and $1 trillion target

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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 Masayoshi Son AI obsession and ChatGPT dependency SoftBank leveraged debt exposure to OpenAI AI bubble unit economics and enterprise cost reckoning Data centre infrastructure bottlenecks and supply chain constraints