[jsnell]

> I know that's not fully rational because they're mostly unrelated, but certainly the optimism because of AI has to be good for them. Curious to see if this "signal" plays out - investors tend to be pretty savvy about timing.

The "investors" are SoftBank; they've been pretty much the stupidest money in the world for years.

While it's possible that they're being more savvy about the timing of this sale than about their investment decisions, I don't know that it should be the default assumption.