SoftBank CEO Masayoshi Son is now the richest person in Asia, and he just told everyone exactly where the money is going for the next decade.

Son believes that the overwhelming share of new capital over the next decade will flow into AI: the chips, data centers, and especially the massive energy infrastructure required to power it at scale.

He frames this as the dominant economic shift ahead 📈

Similar to Coatue, he basically said to focus on companies enabling AI buildout (semiconductor leaders, hyperscalers, and abundant energy providers).

Sellers of scarcity > Buyers of scarcity.