Masayoshi Son

13 statements across 9 episodes · 4 bullish · 1 bearish · 10 people on the record · first statement Dec 21, 2015 by Eric Hippeau · said 147 times in 28 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (70), Martin Mignot (10), Johannes Reck (10), Marcelo Claure (9), Jeff Housenbold (7), Nikesh Arora (6), Shu Nyatta (5), Ryan Petersen (5)

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0510201520162017201820192020202120222023202420252026episodes it came up in
001553010201520162017201820192020202120222023202420252026episodesmentions per episode
2026 27 mentions in 4 episodes 7 per episode
2025 46 mentions in 10 episodes 5 per episode
2024 28 mentions in 5 episodes 6 per episode
2023 5 mentions in 1 episode
2022 5 mentions in 4 episodes 1 per episode
2021 27 mentions in 1 episode
2019 7 mentions in 1 episode
2018 1 mention in 1 episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Masayoshi Son, oldest first

Dec 21, 2015
Assertion Supported
SoftBank Owned a Third of Yahoo at Its IPO
“SoftBank then ended up owning, as you'll recall a third of Yahoo at the IPO.”
Eric Hippeau Dec 21, 2015 ▶ 3:27 20 VC: Running Lerer Hippeau Ventures Like A Startup with Eric Hippeau, Managing Partner @ Lerer Hippeau Ventures
Aug 30, 2021
Assertion Not checkable as stated
Masa Son acquired Brightstar on condition Claure became Sprint CEO
“He offered to buy Brightstar with only one condition, and that condition was that I would become the CEO of Sprint.”
Marcelo Claure Aug 30, 2021 ▶ 3:52 20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today
Sep 2, 2022 positive
Assertion Partly supported
Haas: Masayoshi Son lost 90% of his net worth and recovered it
“Arm is owned by SoftBank. So, Masayoshi-san, who's, I think, in the top 50 most wealthy people in the world, in the year 2000, he was the wealthiest man in the world, I think, for, he likes the joke, for about 20 nanoseconds when the SoftBank stock was higher …”
René Haas Sep 2, 2022 ▶ 26:02 20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
May 20, 2024
Disclosure
Arora: Masayoshi Son wanted to acquire Arm for 18 years before buying it
“He was insisting, he said, said to me, I've been wanting to buy that, that business for 18 years. This time I'm gonna buy it.”
Nikesh Arora May 20, 2024 ▶ 15:52 Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
May 20, 2024
Assertion Contradicted
Arora: Masayoshi Son was the world's richest man for over 80 days
“He was the richest man in the world for eighties, 80 plus days.”
Nikesh Arora May 20, 2024 ▶ 15:33 Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
May 20, 2024
Assertion Supported
Arora: Masayoshi Son turned a $1 billion Vodafone deal into $40 billion
“He levered everything and bought You know, soft bank, mobile business from Vodafone, and turn that billion dollar investment into forty billion dollars.”
Nikesh Arora May 20, 2024 ▶ 15:37 Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
Jan 13, 2025 bullish
Opinion
Pishevar: Masa Son's thesis of $9T annual value from AI capex makes sense
“Massa in Saudi, one of the things he talked about is he did his calculations, and the numbers for me make a lot of sense that basically you need to spend, you know, trillions, single digit trillions, and then you're gonna get nine trillion of annual value comi…”
Shervin Pishevar Jan 13, 2025 ▶ 1:06:09 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
Oct 16, 2025 neutral
Opinion
Ehrenberg: $5B Margin Loan Is a 'Low Octane' Move for Masayoshi Son
“So to me, this is like a relatively low octane masa move.”
Roger Ehrenberg Oct 16, 2025 ▶ 33:29 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Oct 16, 2025 neutral
Prediction Not checkable as stated
Ehrenberg: SoftBank Could Easily Borrow $25B Against Arm Shares
“So, but it very easily could see him back in the news with an incremental twenty billion. He could lever this. He could take twenty-five billion against the arm position easily.”
Roger Ehrenberg Oct 16, 2025 ▶ 32:43 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Oct 27, 2025 bullish
Prediction Not checkable as stated
Cahn: AI will disrupt at least 5% of global GDP ($9T+)
“I actually agree with him fundamentally that AI is going to affect five percent of GDP. Probably where I disagree with Massa, so I think he used the nine trillion dollars. I think that's the number he used. It's going to Disrupt nine trillion of GDP. And then …”
David Cahn Oct 27, 2025 ▶ 30:24 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
Jan 8, 2026 neutral
Assertion Supported
O'Driscoll: Masayoshi Son negotiated a $40B OpenAI investment deal deadline
“Massa had negotiated a deal to put in, I think, forty billion into OpenAI, but it had to close by December 30th of this year.”
Rory O'Driscoll Jan 8, 2026 ▶ 43:58 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
Jan 8, 2026 bullish
Assertion Contradicted
Lemkin: Masayoshi Son is OpenAI's only double-digit shareholder
“He's the only double-digit shareholder.”
Jason Lemkin Jan 8, 2026 ▶ 45:05 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
Jun 20, 2026 negative
Disclosure
Petersen: SoftBank led Flexport's $1B round and urged undercutting rivals by 10%
“Yeah, well, they led the round of a billion, yeah. And he was like, whatever the price of freight is, you'd just be 10% cheaper than everybody, and then if someone matches you, you'd just be 10% cheaper than that, which is like a terrible strategy. I did not d…”
Ryan Petersen Jun 20, 2026 ▶ 1:12:18 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
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