Nov 12, 2025 5 min read Daily Rundown

⛵ Masayoshi Son Shockwave

Plus: TSMC’s Slowdown, A New Bull Run

Good Morning, Early Adopters!

One question echoed across AI desks. Is this the end of the mania, or the start of its next act?

GAMEBLE

Masayoshi Son Cashes Out Nvidia

👀 What’s the move: SoftBank has sold its entire $5.8 billion Nvidia stake — and immediately saw its own market value drop by 10 percent. The move wasn’t portfolio management; it looks more like a calculated reload. Son says the use of proceeds “hasn’t been finalized,” yet it’s evident he’s freeing up every dollar he can, just as he did with Arm, to pursue his AI vision — from backing OpenAI to co-funding the $500 billion Stargate project in the U.S. The man who once surfed the Vision Fund through every tech cycle is now cashing in his safest asset to double down on the next one.

💡 Why it’s not boring: This isn’t mere conviction; it’s brinkmanship. Selling Nvidia, the ultimate AI winner, to fund untested infrastructure bets is a move that blurs the line between courage and compulsion. Son has always played the long game, but this time the stakes are existential: his reputation, his legacy, and what’s left of his balance sheet are all on the table.

⛵ Key takeaway: Masayoshi Son isn’t just investing in AI; he’s wagering his empire’s final chapter on it.

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FEVER

TSMC’s “Slowdown” Isn’t a Chill but a Breather in the AI Buildout

👀 What’s the move: TSMC just logged its slowest year-on-year growth in 18 months — up 16.9% in October — and markets instantly read it as proof that the AI bubble is deflating. But look closer: in U.S. dollars, revenue still jumped 22.6%, and AI chip orders from Nvidia and AMD remain at record highs. The so-called dip is more about timing and currency than demand. Big Tech’s data center buildouts are simply moving at the pace of interest rates, not imagination.

💡 Why it’s not boring: This isn’t the end of the AI boom; it’s the first pause between construction phases. The structural growth is still there — hyperscalers are doubling down on advanced packaging, 3-nanometer nodes, and long-term compute contracts. What’s changed is financing, not fundamentals: high rates and tight credit have slowed concrete, not silicon. The capital cycle is catching its breath, even as the compute cycle keeps running hot.

⛵ Key takeaway: AI’s foundation is still expanding. The slowdown lives in spreadsheets, not in silicon.

MARKET

UBS Calls a New Bull Run as Burry Keeps His Helmet On

👀 What’s the move: UBS just planted a flag at S&P 7,500 by 2026, betting that AI and corporate profits will keep the market climbing. The bank sees half of next year’s earnings growth coming from tech, arguing this isn’t a bubble but the start of a productivity cycle echoing the 1990s. It’s a classic sell-side hymn — confidence fuels flows, and flows fuel fees.

💡 Why it’s not boring: Across the table, Michael Burry is quietly shorting that same optimism. The “Big Short” investor represents the buy-side reality check — they spend their own money, not client enthusiasm. While UBS and other brokers need a bull market to keep deal pipelines open, fund managers like Burry only survive by calling the turn. The tension between them isn’t just sentiment — it’s incentive structure.

⛵ Key takeaway: UBS sells belief; Burry sells caution. In the AI age, even optimism has a counterparty.

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STARTUP SPOT

👯 Eternos
“Your memories, made immortal.”
Creates AI-powered digital twins that replicate a person’s voice, style, and decision patterns through its Human Life Model to preserve identity beyond life.
→ Founded 2024 by Robert LoCascio (ex-LivePerson CEO); raised $10.3M seed from Mayfield and Boldstart; now evolving into Uare.ai, offering personal AI replicas for creators and professionals.

📡 Verizon
“Wiring 5G into the AI era.”
US telecom giant shifting from retail to infrastructure, expanding 5G and fiber to power next-gen AI applications with AWS.
→ Founded 2000 via Bell Atlantic–GTE merger; now led by Dan Schulman (ex-PayPal); posting ~$33 B quarterly revenue; amid layoffs and store closures to streamline ops for its cloud-AI partnership phase.

🤖 Wonderful
“Global AI agents, locally fluent.”
Builds multilingual customer-service agents that adapt to regional language, culture, and compliance needs using proprietary NLP and speech models.
→ Founded 2025 by Bar Winkler and Roey Lalzar in Israel; raised $100M Series A led by Index Ventures at a $700M valuation to expand enterprise AI across markets.

BAY AREA MEMOS

AMD acquires MK1, a startup founded by former Neuralink engineers, to enhance AI inference and reasoning on its Instinct GPUs.
Verizon is reportedly preparing major store closures and layoffs, sparking employee unrest as its AI strategy faces criticism for replacing human roles.
Eternos just raised $10.3 million and rebranded as Uare.ai, pivoting from digital immortality to personal AIs that speak and think like you.
Disney’s standoff with Google over YouTube TV is costing it over $4 million a day in lost revenue, though analysts expect a settlement later this week.
Google introduced Private AI Compute, a cloud platform akin to Apple’s system that enhances on-device AI with cloud power while preserving user privacy.

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