Vision Fund

AI Markets

SoftBank Dethrones Toyota as Japan’s Most Valuable Company in AI-Driven Power Shift

A 22-year era ends as AI infrastructure commands valuation premiums that manufacturing—even at record sales—can no longer justify.

7 min read ·
AI Markets

SoftBank’s $10 Billion OpenAI Margin Loan Marks AI’s Arrival as Institutional Collateral

Masayoshi Son's debt-fueled AI bet introduces systemic risk as private valuations become liquid leverage.

7 min read ·