SOFTBANK, YOU ARE THE WEAKEST LINK. GOODBYE.

This is a free preview of a paid episode. To hear more, visit www.russell-clark.comI am thinking of going to New York for 10-11 June. If you are an allocator, and would like to meet, then drop me a line. Below is really a short thesis on AI - why its has blown up so aggressively, and how it could fall apart. Generally speaking, bullish ideas have relatively low value, but short ideas are very valuable indeed. For that reason, this is a paid post only.