@Sun With Softbank, you have all the other things as well. It's interesting that there isn't really a special AI VC there yet. In view of all the start-ups in the AI environment, that would actually make sense.
@Sun Take it easy. That almost sounds like FOMO. Nothing is happening at Softbank. Who knows what skeletons they still have in the closet. Also, the AI boom doesn't even seem to have started yet. Right now the equipment suppliers (Nvidia etc) are running. Then come the companies that will use this equipment (developers) and at the end the service providers that bring these developments to the man. Such a cycle takes time. So 5-10 years, I would say. I had already considered going deeper into such a cycle analysis in a longer article. But my first test balloon here showed me that this would still be a futile labor of love with the WorldEtf-loving community. 🤷😅 And with the reports of the Nvidia gains, the thought never occurred that these could be part of a larger cycle.
