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Prominent Japanese Trader Cis Bearish on AI Software Sector
11/25/2025, 00:37
AI SUMMARY
●• Cis predicts AI software companies like OpenAI may fail against Google
●• Argues AI hardware is buyable but software faces monetization hurdles
●• Expresses bearish outlook on IP and entertainment sectors due to AI
Cis, a renowned Japanese individual investor, shared his skepticism regarding the long-term viability of pure AI software companies. He argued that while AI hardware remains a strong investment, standalone AI software ventures like OpenAI may struggle against integrated giants like Google.
He cited the massive deficits of companies like OpenAI and the potential for a "winner-takes-all" scenario favoring Google's ecosystem. Additionally, he expressed a bearish view on IP-related sectors, predicting that AI could disrupt the entertainment industry's traditional value capture.
These comments reflect concerns among some sophisticated investors regarding the sustainability of current valuations in the AI application layer compared to infrastructure.