Behind Masayoshi Son's 'Spitting Upward': The Gamble and Rational Limits of AI Investment

The prediction Masayoshi Son made at the SoftBank World conference is already staggering enough on the data side: by 2040, AI will account for 20% of global economic output. Calculated based on a current global GDP of approximately $100 trillion, that amounts to a scale of $20 trillion. This figure is an order of magnitude higher than the combined market capitalization of today's largest tech companies.