Jeffries' Goyal on Softbank Outlook

The video discusses the focus on balance sheet over P&L, investor concerns about Alibaba's stake, ARM's potential IPO, and stock buybacks. It highlights the economic outlook's impact on valuations, especially for SoftBank's Vision Fund. The collapse of SVB and its effect on startups is examined, along with the challenges in raising funds. The video also explores AI investments, particularly in ARM, and the risks associated with SoftBank's strategies.

In what ways is ARM's business model related to AI, according to the discussion?

What are the risks associated with SoftBank's investments as mentioned in the text?