The Daily AI Show
Yann LeCun Leaves Meta, SoftBank’s $6B Move, and the Quantum Leap Ahead
13 Nov 2025
Full Episode
Hey, good morning, everybody. Welcome to the Daily AI Show. Today is Wednesday, November 12th. I am Beth Lyons, back from the Create Conference 2025 virtual experience for women in AI. If you did not get a chance to connect with that and you are a woman in AI, we would love to have you join. There are lots of opportunities, but you can go to createconference2025.com and see
Also, I am back in the studio and Andy Halliday is with me. So we're going to get kicked off. We're going to do little segments on news, discuss that. And then we're going to talk a little bit about digital twins. I know that that's something that Andy has been really interested in. And there was a workshop yesterday that talked about it. And so I would love to have that conversation too.
All right. Andy, what news story did you bring today?
Well, I have a number of them. I'll hit the top of the charts with just the nervousness that's been created as a result of SoftBank, one of the major investors in the world of technology for many decades, and led by a fellow named Masayoshi Son, and his decision to sell his entire stake in Nvidia.
Now, when someone sells their entire stake exiting from their play in that kind of investment, one might worry that that's an indication that he fears that that value is going to somehow decline in the coming months, years, as opposed to what many commentators are saying, which is, no, he's just got...
so many other obligations with respect to the stargate initiative and open ai's investment his his committed investment to open ai that he needs that nearly six billion dollars which is a drop in the bucket really in the world of the investment scales that are being made in these things he needs that six billion dollars for other purposes now and you know uh
NVIDIA is at a pretty nice high level. So you can harvest profits, take your profits now. And he might also be thinking, well, if I take it out now, and I have it parked in something and suddenly Nvidia drops down to the 150 level or 120 level where it has been fairly recently, maybe I can just jump back in. But I don't think this is a timing the market kind of play on his part.
I think it's more about having to shuffle his cards around and get them ready for the next play at the gaming table. Very big, high stakes game that is happening in the world of AI investment, which is really supporting the economies of many countries in the world at this point.
Right, right. And did they invest in OpenAI? Did they turn around and make the play toward OpenAI?
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