AI Investment: Beyond the Dot-Com Bubble to Robotics

I think this is like more than 10X, probably 50X bigger than dot-com.

So even dot-com, there was a bubble and burst, but then right after that, the peak of the, you know, dot-com bubble, the year two thousand, was not really a peak.

It was like a small hill. And it went down, but then it went much, much bigger with big profitable, you know, free cash flow.

So AI will be... This is a beginning and the future of the profit and growth opportunity is tremendous.

And so, so you're not concerned about a correction at this point?

There is always a correction, okay? Even year twenty twenty-nine there was a crash in the Wall Street.

That was basically because of electronics and motorization.

Now, if you look at the history, electronic and motorization, twenty-nine, nineteen twenty-nine it crashed, but went up and up many, many years for next hundred years after that.

So that kind of thing is going to happen.

There may be some correction, but that would be a best investment opportunity time to me, you know, if there is any correction.

So let's talk about that future then. Um, you've got a history of making very big investments.

We think about Alibaba, we think about the acquisition o-of Arm.

Um, you think about OpenAI now. All this has turned SoftBank into a, an AI platform playing across the whole stack of technology.

Um, what is the next area that excites you that you think the next trillion-dollar company's gonna come from?

Uh, physical AI. Robotics. Robotics. So are we talking here humanoid robotics, industrial robotics?

What specifically in robotics do you think is gonna be the big area?

Both with AI, you know, physical AI as a core.

Mm-hmm