Milk Road AI (@MilkRoadAI) “Masayoshi Son has been right twice in a way that changed the world and he is mak” — TopicDigg

Masayoshi Son has been right twice in a way that changed the world and he is making the same call again (Save this). Alibaba, $20 million in 2000 turned into $130 billion. ARM, bought for $32 billion in 2016 when the market thought it was a smartphone chip business, now the architecture underneath every major AI chip being built today. Now he is saying AI is 50 times bigger than the dot-com era and he is not concerned about corrections. He says if there is one, that is the best buying opportunity of the decade. When asked where the next trillion-dollar company comes from, he says it's in physical AI and in robotics. Masa has spent three years assembling every piece of the stack required to own this category. SoftBank holds 90% of ARM, the architecture inside every major AI chip deployed globally today, including Nvidia's Vera CPU, Amazon Graviton, Google Axion, and Microsoft Cobalt. Every robot running edge inference will almost certainly run on ARM. SoftBank completed a $40 billion investment into OpenAI in late 2025, making it the largest external backer of the company building the cognitive layer that physical robots will run on. In October 2025, SoftBank acquired ABB Robotics for $5.4 billion, one of the most mature industrial robot manufacturers in the world, deployed across thousands of factories globally. SoftBank then created Roze AI, consolidating its robotics investments with a target $100 billion IPO already in process with Goldman Sachs, JPMorgan, and Morgan Stanley as underwriters. The market is beginning to confirm the thesis. The humanoid robot market was roughly $3 billion in 2025 and Barclays projects it reaches $200 billion by 2035 at a 48% compound annual growth rate. SoftBank is the most complete expression of the physical AI thesis available in public markets today, ARM for the chip royalties, OpenAI for the cognitive layer, ABB for manufacturing, Roze AI for the robotics platform, and Stargate for the compute infrastructure underneath all of it. Son has not just identified the next wave and has built the stack to own it before the market agrees with him. Come join Milk Road Pro and get our full physical AI breakdown which names we're watching across the robotics stack and our full AI thesis. Link below