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Sunday, 2 March 2025

Sources: SoftBank plans to borrow $16B to invest in AI, and might borrow another $8B in early 2026, which could strain its already debt-heavy balance sheet (The Information)

The Information:
Sources: SoftBank plans to borrow $16B to invest in AI, and might borrow another $8B in early 2026, which could strain its already debt-heavy balance sheet  —  The biggest risk-taker in tech investing is back to his old playbook, loading up on debt to fund his latest obsession: artificial intelligence.



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...