SoftBank weighs slowing AI investment after $7 billion quarterly loss

GaryMarcus · x · 2026-11-11

Gary Marcus amplifies a report that SoftBank may pull back from its aggressive AI investment pace after swinging to a $7 billion quarterly loss, adding his own gloating "it's so over."

CFO Yoshimitsu Goto said it is "only natural that there is some discussion now about waiting and seeing how things play out for a little while" — a notable signal of caution from one of AI's biggest capital backers.

Related event: SoftBank Posts $7 Billion Quarterly Loss, May Slow AI Investment(2 posts)→

Original post →

More from AGI Musings

AGI Musings channel →