Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’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 — 21 in all, peaking in Jul 2026 with 5.
Appearances
But these data centers are much less expensive in China, and it's a sign that they're going to compete on this infrastructure level as well as the model level.
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That's a big step for them.
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Yeah, so so this is a deep dive into the situation at SoftBank.
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Masio Shisan, as you pointed out, has been investing in startups for a long time.
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He's had uh several enormous hits, including Alibaba was one of his biggest successes, the Chinese AI company.
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And then he went into the Vision Fund and he made hundreds of bets on small AI, small technology companies, some successfully and some not so successfully.
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And now with OpenAI, he's
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He's committed more than $60 billion in capital, his biggest bet ever.
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It's a very big concentration of the money that he's investing in a single place, more money than he's ever put in a single company before.
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He's not only selling assets, including some NVIDIA stock, by the way, he's also borrowing some money to be able to make this commitment to open AI and give Sam Altman the kind of capital that he wants.
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That are being raised, including inside SoftBank, that maybe Masyoshi-sana is a little bit starstruck here.
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Maybe he's being um persuaded by this very charismatic founder to put in more money than really should be at this point.
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So it uh it goes into some of the details of those concerns.
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And as you point out, this is at a time when open AI is facing some strategy challenges, some business challenges, and also reputational challenges, as we've seen with Sam Alan.
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moment.
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Now, SoftBank and OpenAI, we should say, pointed out that they have a great relationship.
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They feel like it's a very strong partnership at this point.
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But what what some of the people have told us is that there are a few areas of concern.
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Uh first of all, SoftBank and OpenAI talked about this big Stargate venture that they were gonna do in the United States.
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You recall it was last year when they uh got together with President Trump and they talked about how they can invest $100 billion more.
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