SoftBank's leveraged bet on OpenAI under scrutiny: sell-and-borrow strategy, 7% bond obligations

medbud · reddit · 2026-10-23

A Reddit post citing a Statrys video examines SoftBank's massive bet on OpenAI: Masayoshi Son's "sell and borrow" strategy leaves him extremely leveraged, no OpenAI IPO has materialized, and bond obligations loom. The poster questions whether, with so much money at stake, the technology is now beholden to myths that maintain capital — "it has feelings," "AGI is here," "so powerful it's uncontrollable" — and whether it's all just to earn at least 7% to meet bond obligations.

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