SoftBank's next $100B AI fund fuels skeptics as Dalio warns bubble near bursting
SumitGup · x · 2026-10-15
Bloomberg's Shuli Ren argues AI-investment skeptics are doubling down: Ray Dalio warned last week the bubble is near its bursting point, and Michael Burry has moved his bearish thesis forward. Masayoshi Son is seeking to raise up to $100B from the Gulf for a fund that would acquire companies and transform them with AI. Son's fundraising push, combined with SoftBank's struggles to monetize its investments, underscores a larger problem: public markets no longer accept sky-high valuations, and the exit path for mega-unicorns is narrowing.
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