SOFTBANK MASAYOSHI SON WAITING ON CRASH & DIGITAL ECONOMY!

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결론: 손정의 소프트뱅크 CEO는 팬데믹 이후 붕괴 가능성에 대비해 약 800억 달러 현금을 보유하며 기회를 노리고 있다는 취지다. 거시 위기 대비: 백신 상용화 전 주요 기업이나 은행발 연쇄 붕괴 가능성을 언급했고, 백신 임상 성공 소식으로 상황은 나아지고 있으나 최악 시나리오에 대비해 현금을 확보했다고 밝혔다. 투자 전략: AI 관련 유니콘 투자를 공격적으로 고려하고 있으며, 자사 주가가 크게 하락할 경우 자사주를 매입할 계획이라고 했다. 올해 3월 자사 주가가 약 70% 하락해 기초자산 대비 할인율이 70~75%에 달했다는 점을 강조했다. 자사주 매입 배경: 자사 주가 하락 시 낮은 가격으로 더 많은 지분을 확보할 수 있다는 판단을 밝혔다. AI 산업 확장: 마이크로소프트 오피스, 애저·엔비디아 AI, 존디어 농업, 파나크 로봇, 쿠보타 농기계 등 AI가 전 산업으로 확산되는 흐름을 설명했다. 2세대는 기업용 AI, 3세대는 자율기계 시대로 구분했다. 자율주행: 자율주행을 물류 무인차, 저속 지역 택시, 일반 자율주행 세 범주로 나눴다. 구글 웨이모의 애리조나 완전 무인 운행을 예로 들며 자율주행이 인간 운전자보다 안전할 것이라고 전망했다. 출연자 전망: 리스크 관리를 위해 현금을 쥐고 있으나, 장기적으로 AI와 자율주행 확산을 낙관한다는 입장이다.

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01. welcome to the crypto teacher and guys you know i come back with that video just to make you think now we have softbank ceo speaks on the digital economy and then also basically the money that he has on the sidelines to make moves they know something is big is about to happen in the next few months and guys y'all already know i've been over stock buybacks they were against the law until president reagan so guys we have all these big companies with all this money sitting on the line apple of course warren buffett's berkshire they have the most money sitting on the sidelines because they're ready to make that move just like i said a collapse is about to come you all enjoy the video well look you know before mass production uh distribution of the antibodies the vaccine comes some major company could crash the same savior of the those you know collapse of the domino effect could happen you know like a woman crisis just one bank crisis made entire uh you know the banking industry shake up and that may worldwide cry you know crash of the stock market so anything can happen in this kind of you know a situation i think it's getting better with the news of the vaccines success of the ali test but i still want to be prepared for the worst case scenario so that's why today we have now you know almost 80 billion dollars cash in hand ourselves yeah many optionalities okay if if we can invest in these ai you know front-end companies if we can invest more into those opportunities i will be aggressive and it is maybe a better price now for the investing into unicorns because they need the funding and of course if our share price drop down i want to buy back our own shares much cheaper and much more ownership to myself because i'm a believer of our own company in in march our share price dropped down i think almost 70 percent yeah i s in in two three weeks i said oh my god this is this is the best time for me to buy back our own share and our discount to the our underlying asset went over 70 percent like 75 so i could buy our own company one for the price of underlying asset i said oh my god i should buy i should buy so cash was was the best thing that i could have for all kinds of optionalities azure with nvidia ai to microsoft office and you could imagine all of the ways that ai can help us summarize our emails in the morning maybe prioritize our work identify identify very urgent matters uh recommend the next action when we type email of course the grammar will be always very good uh of course there are many things that we can do with ai and so now it's in office we have uh ai and agriculture with john deere in um in robotics in japan with fanuc with farming with kubota kubota industries you know you have um ai in uh in uh of course transportation the the list of industries now that ai is going into is really quite phenomenal and so that i would i would say that the second generation of ai is enterprise yeah turning every company into an ai third generation and this is this is where you and i i fantasized and talked about the future of ai the largest opportunity of course is when ai moves out to the world and ai is now autonomous machines everything will be a robot uh buildings will be a robot uh cars will be a robot there will be two wheel robots two leg robots two armed robots uh the future your future uh um artificial leg to help people walk is a robot yeah your future right your future wheelchair will be a robot well i i i think the biggest robot is the autonomous car so it's a gigantic gigantic industry and so people still doubt some there are some so many people still doubt can autonomous driving would be safer or as as safe as human drivers okay you and i are a true believer of the autonomous driving but let the audience know that where are we in the autonomous driving stage and five years and then ten years where uh what's the level of autonomous driving uh you know capability and safetyness can you comment on that there are i would break autonomous driving into three large categories the first category is autonomous vehicles that is not moving people in closed environments or even in open environments but moving slowly for example delivery grocery there's nobody inside just the lettuce and milk and eggs and it's not very it's a very slow moving car maybe only moving at 5 10 15 miles per hour and no harm will come no harm will come that will be completely autonomous yeah even even inside the logistics center the warehouse right there will be hundreds of millions of that just without even thinking about humans there will be hundreds of millions of that per year yeah inside inside heavily mapped areas regions that are very well understood there will be taxi services that are essentially driving on a invisible rail it's almost like a rail tram except it's based on ai right you know of course it's much more advanced than a tram but it's driving on digital rails digital maps very still very complicated but you can imagine the technology is possible in fact uh uh google just announced right waymo just announced that arizona their cars are now completely driverless so it has begun the thing about engineering as you know is very well is the moment that someone achieves it the fact that it's possible everyone will everyone else will achieve it the art of the possible is the first thing for innovation now that somebody does it it will become better lower cost higher quality longer range incredibly fast yeah that's the nature of competition that's the nature of engineering so people people still ask questions about what happens if the dog runs on on the street the burst comes and the heavy rain and the snow all those long tail uh very rare case can autonomous driving be safe enough compared to the human drivers it will be safer than a human driver i absolutely agree with you