Masa
person on 8 shows · 13 statements across 13 episodes
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13 statements about Masa, every show
Kalanick: In capital-intensive markets, fundraising is a core competency
“In the Uber world early days, if you didn't have capital, it didn't matter how good your app was, because Masa is going to put a billion dollars into your competitor, and you're going to lose 20% market share tomorrow. So a critical competency, in fact, your w…”
Hays: Masayoshi Son's Alibaba bet was historically greatest VC investment
“Historically, like, the greatest venture investment ever, in my view, was, ah, Masa's twenty million investment in Alibaba.”
Reck: Masayoshi Son is a skilled financial investor
“So I was surprised because, you know, you have these stories of Masa that he's just this crazy person, but he's actually a really good financial investor as well. So don't know, don't be kidded by like all of the headlines. He knows what he's doing.”
Mehta: Silicon Valley's insular culture has treated SoftBank's Masayoshi Son poorly
“Silicon Valley is a fairly insular culture and has never really been that nice to Masa.”
Sam Lessin: Masayoshi Son's OpenAI investment is the signal to sell
“When Masa buys, you sell the fuck out, right? And like, this would be the moment.”
Hays: Masayoshi Son claimed he overdelivered $500B pledge to Trump
“And Masa had very much framed it as before he, you know, apparently the conversation went, if you get, if you win, I'll bring you a hundred billion dollars. And Masa was saying like, I came back with 500.”
Arora: SoftBank's Masayoshi Son is a Genius Whose Risk Appetite Hasn't Aged
“I mean, if you look at Masa, he's one of the geniuses of our times, where he's one of the very few people in the world. His risk appetite hasn't changed as he ages.”
Khosrowshahi: Son threatened to invest billions in Lyft if Uber rejected SoftBank
“SoftBank wanted in, and in typical MASA fashion, it was like, hey, if you don't let us invest in you, we're going to invest in that pink company, right?”
Gerstner: Venture capital funds of $10B or more cannot generate alpha
“Deploying a ten billion dollar fund or, God forbid, a fifty billion or a hundred billion dollar fund like Masa tried to do, right? You already know you will not generate alpha in that. You are getting the beta of the global tech industry when you're investing …”
Gilbert: Masayoshi Son realized private late-stage startups genuinely wanted billions
“That was a brilliant insight at the time that these people really do want billions of dollars while they're still private, and there's effective ways to deploy that.”
SoftBank founders interact primarily with deal teams, not Masayoshi Son
“Working with Masa is a tiny piece of what we do when you're a SoftBank portfolio company, but really you live within your deal team.”
Housenbold: SoftBank Vision Fund 2 is funded entirely by SoftBank Group
“And in fact, that led Masa to decide that fund two is a sole LP fund. It's just SoftBank's money.”