TechSoftBank position reportedly cut by about 75% over OpenAI concerns
A user cites an Anthropic IPO delay and SoftBank's debt-funded OpenAI stock purchases as concerns, while calling Meta's Muse impressive.
TLDR
A user said on September 21, 2026 that they had reduced their SoftBank position by about 75%. They cited an Anthropic IPO delay and said SoftBank had announced another large debt sale to buy more OpenAI stock. In their view, SoftBank was becoming an even purer proxy for OpenAI equity, but the debt was a concern as a catalyst showed signs of delay. They also called Meta's Muse impressive and said Meta's models appeared cost-competitive with frontier models.
SoftBank position reportedly cut by about 75% over OpenAI concerns
A user cites an Anthropic IPO delay and SoftBank's debt-funded OpenAI stock purchases as concerns, while calling Meta's Muse impressive.
TLDR
A user said on September 21, 2026 that they had reduced their SoftBank position by about 75%. They cited an Anthropic IPO delay and said SoftBank had announced another large debt sale to buy more OpenAI stock. In their view, SoftBank was becoming an even purer proxy for OpenAI equity, but the debt was a concern as a catalyst showed signs of delay. They also called Meta's Muse impressive and said Meta's models appeared cost-competitive with frontier models.