SoftBank is leveraging its bets today to see them through tomorrow, but the payback period is expected to be at least five years, and the risk is extremely high. SoftBank's funds are likely part of borrowing against collateralized assets, but Ai's current revenue and return cycles are incredibly long, ranging from three years to five to ten years. Combined with the global economic data from the past two years, the outlook isn't as optimistic as many might think. With significant economic volatility in the coming years, SoftBank likely won't be able to withstand the pressure of cash flow. SoftBank isn't like the wealthy Dubai tycoons who gambled on internet giants like Alibaba, with ample funds at their disposal. Its investments are modest. Ai is currently a pure cash burner. Twenty billion isn't even enough to cover OpenAi's annual burn. Furthermore, the current concentration of capital market investment in Ai has created an asymmetric economic triangle: high valuations, high interest rates, high volatility, and extremely long payback cycles. The global economy is currently so concentrated in burning cash that it's even oblivious to the long payback period. There's still hope for recovery in the next three years, as capital market cash flow is currently heavily concentrated in narratives focused on very long cycles. $BTC $ETH $BNB #btc #eth #bnb {future}(BNBUSDT) {future}(ETHUSDT) {future}(BTCUSDT)