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SoftBank is back, and the AI hype cycle is eating itself

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Manage episode 518201580 series 1403606
Content provided by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand "Crystal Intelligence." On paper, it's a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI's biggest deals are creating real economic value or just moving money in circles.

On TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha and AI editor Russell Brandom break down why this deal has people skeptical, and what it signals about the sustainability of AI's current investment model.

Listen to the full episode to hear about:

  • What Box CEO Aaron Levie had to say about whether we're in an AI bubble at TechCrunch Disrupt 2025, and why the shift from training to inference might actually be reassuring

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

998 episodes

Artwork
iconShare
 
Manage episode 518201580 series 1403606
Content provided by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand "Crystal Intelligence." On paper, it's a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI's biggest deals are creating real economic value or just moving money in circles.

On TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha and AI editor Russell Brandom break down why this deal has people skeptical, and what it signals about the sustainability of AI's current investment model.

Listen to the full episode to hear about:

  • What Box CEO Aaron Levie had to say about whether we're in an AI bubble at TechCrunch Disrupt 2025, and why the shift from training to inference might actually be reassuring

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

998 episodes

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