Episode Details

SoftBank’s Q1 profit tumbled 18% year-over-year to $2.2 billion, despite a 10% sales surge to $12.7 billion — a sign that soaring costs in AI, robotics, and energy are hitting their bottom line. Yet, the CFO highlights strong Arm business and another $20 billion poured into OpenAI, with more investments planned. Backed by the high-stakes Vision Fund, SoftBank continues betting big on future tech — from autonomous driving and ABB Robotics to ByteDance and TSMC — even as founder Masayoshi Son pushes forward with bold bets since 1981. The market reacted sharply, sending shares down 4% in Tokyo — a reminder that even giants face turbulence in the tech rollercoaster.

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