Dave: "Masa Son, welcome to the show. What's going on?" Masa: "Dave, I sold my entire NVIDIA position." Dave: "How much?" Masa: "All 32.1 million shares. $5.8 billion." Dave: "And why did you do that?" Masa: "To go all-in on AI." Dave: "You sold your NVIDIA stock... to invest in AI." Masa: "Yes." Dave: "NVIDIA makes the chips that run AI." Masa: "Correct." Dave: "So you sold the shovels to buy lottery tickets." Masa: "I prefer to call them 'high-conviction bets.'" Dave: "Got it. And this is your second time selling NVIDIA completely." Masa: "That's right." Dave: "In 2019, you sold $4 billion worth." Masa: "Yes." Dave: "Which would be worth $150 billion today." Masa: "I'm aware." Dave: "So you already missed out on $146 billion from the first sale." Masa: "When you say it like that—" Dave: "And now you're doing it again. To put $30 billion into OpenAI." Masa: "And a $1 trillion AI manufacturing hub in Arizona." Dave: "Right. Because WeWork worked out so well." Masa: "That was a stain on my life, Dave." Dave: "Cost you $11.5 billion in equity losses. Plus another $2.2 billion in debt." Masa: "Adam and I fell in love." Dave: "You fell in love with a guy who wanted to trademark the word 'We.'" Masa: "He had vision." Dave: "And before that, you lost $70 billion in the dot-com crash. The largest personal loss in history." Masa: "But then I made it back with Alibaba." Dave: "After a six-minute meeting." Masa: "Jack Ma is very persuasive." Dave: "So your entire investment strategy is falling in love during short meetings and then losing generational wealth." Masa: "I believe in the singularity." Dave: "Right. So just to recap: you've lost $70 billion, missed out on another $146 billion, burned $13.7 billion on WeWork, and now you're selling NVIDIA at what might be the worst possible time to bet it all on Sam Altman." Masa: "Sometimes you have to push all your chips to the center of the table." Dave: "You've done that four times and lost three of them." Masa: "But that one Alibaba win though." Dave: "Okay. Thanks for calling in."

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