Alex Heath
speaker
672 appearances
6 recordings
1 series
first heard Oct 2025
last heard 3 Sep
Alex Heath’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
I mean, very cynically, the take could be that Softbank is selling its NVIDIA stake to fund companies whose main capex is buying NVIDIA chips.
Uh also, like, you know, SoftBank had a is gonna have its most profitable year.
I think since like 2020, uh, and a lot of that is contributed from its open AI investment, which it is writing the valuation for, helping to set by leading this massive round.
You've been talking about round tripping a lot on this show.
Uh, I'm not trying to suggest this is exactly round tripping, but there is a very circular nature to all of this.
Mm-hmm.
Um, I wouldn't necessarily look at this, and I I'm pretty sure the soft bank executives were clear on the earnings call.
Like that, this is anything specific about about NVIDIA.
Softbank is super levered uh everywhere.
It's like a octopus of leverage.
It's hard to keep track of everything they're doing and how they're trying to finance everything.
Mm-hmm.
And they're they're putting tens of billions in open AI this year.
So they needed liquidity and they were pretty confident about that.
I mean, Massa famously, I don't know if you remember this, he uh got out of NVIDIA right before the Chat G P T boom.
Right.
Uh and had he held uh that stake alone would be worth uh like over two hundred billion dollars.
So the timing of soft banks buying and selling, I don't think should necessarily set the broader market.
They also did me work.
Okay.
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