

It’s a losing proposition either way, right? Without investor money OpenAI (and friends) can’t keep buying chips from Nvidia, but SoftBank doesn’t have money to keep giving OpenAI without selling off their stake in Nvidia. Yes, it’s incredibly dumb to ditch their share of the only parts of this that are actually making money, but if they don’t keep the cash flowing them nobody is going to be making money. Like, greatly oversimplifying here, obviously, but it seems like SoftBank loses either way.
It’s almost like this whole bubble is really bad actually.
Given the amount of power some folks want to invest in them it may not be totally absurd to raise the spectre of Azathoth, the blind idiot God. A shapeless congeries of matrices and tables sending forth roiling tendrils of linear algebra to vomit forth things that look like reasonable responses but in some unmistakeable but undefinable way are not. Hell, the people who seem most inclined to delve deeply into their forbidden depths are as likely as not to go mad and be unable to share their discoveries if indeed they retain speech at all. And of course most of them are deeply racist.