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Jeff Hausenbold

CEO, Beast Industries. On 1 show, 1 appearance. The Shows tab opens the full record on each.

executiveinvestoroperatorLinkedIn ↗mrbeastjobs.com ↗

Housenbold previously led Shutterfly through its IPO and served as a Managing Partner at SoftBank Investment Advisers, directing Vision Fund investments in companies like DoorDash and Rappi. In 2024, he became CEO of Beast Industries to scale the business founded by Jimmy Donaldson.

1shows
1appearances
17statements
11resolved
3supported
4contradicted
27%fully supported

Everything Jeff Hausenbold said on any show that made the record, most notable first. Each card names its show and opens the statement there.

CAPITAL ALLOCATORS Assertion Partly supported
Housenbold: SoftBank made roughly $12 billion in profit on DoorDash
“So for example, I put roughly six hundred million dollars into DoorDash and got a 17 or 18 X. My dear friend Pagemon at Pear put two million in and got like a 300 X. But the quantum of dollars, we made about twelve billion dollars in profit today on that inves…”
Jeff Hausenbold Mar 29, 2021 ▶ 45:18 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Prediction Partly held up
Housenbold in 2021: Disinflation and low rates will drive continued multiple expansion
“In fact, disflation is probably a bigger risk than inflation over the last few years. I don't think the feds worried about interest rates, and that will continue to allow multiples to expand. It'll allow equities to continue to rise and allow startups to have …”
Jeff Hausenbold Mar 29, 2021 ▶ 52:34 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Contradicted
Housenbold: Made eBay Google's first advertising customer in the world
“In that role, I also became Google's first customer in the world. Having ran AltaVista and competed with them, they were starting to monetize their search, and I became the first customer, and that really changed the trajectory for both Google and for eBay”
Jeff Hausenbold Mar 29, 2021 ▶ 11:03 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
Housenbold: SoftBank passed on investing in Zoom at a $6 billion valuation
“I could tell you how I passed on Zoom at six billion dollars because I thought that was too expensive, or I passed on Procore.”
Jeff Hausenbold Mar 29, 2021 ▶ 30:55 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Contradicted
Housenbold: Entry valuation is the greatest determinant of PE and VC returns
“If you look at all of the academic research and it doesn't matter if it's a private equity or venture capital, the greatest determinant of your returns With the highest R square is your entry valuation. Some people call that vintage, but it is your entry valua…”
Jeff Hausenbold Mar 29, 2021 ▶ 31:32 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
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.”
Jeff Hausenbold Mar 29, 2021 ▶ 48:47 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Partly supported
Housenbold: Shutterfly grew to 77% market share and bought 17 competitors
“And when I joined, we had one percent of the market, and when I left, we had 77% of the market. And I went on to buy 17 of my competitors, including Yahoo Photos and Kodak, American Greening, Sony, Fuji, etc.”
Jeff Hausenbold Mar 29, 2021 ▶ 13:52 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Supported
Housenbold: SoftBank Vision Fund 1 averaged $900 million per investment
“For us as late stage investors, where in fund one, our average investment was nine hundred million dollars.”
Jeff Hausenbold Mar 29, 2021 ▶ 45:07 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Contradicted
Housenbold: Billion-dollar VC funds average a 1.44x net MOIC
“If you look at all of the Kauffman Foundation or the NVCSA or the Cornerstone Research, the average fund of a billion or greater returned a one seven one gross and a one four four net MOIC.”
Jeff Hausenbold Mar 29, 2021 ▶ 47:02 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Housenbold in 2021: SPACs will replace late-stage growth venture rounds
“Over the intermediate term, my anticipation is that companies will now have greater choice if they want to raise a late stage growth round with someone like a soft bank or they want to tap the public markets. So it is in some way a form of substitution Of capi…”
Jeff Hausenbold Mar 29, 2021 ▶ 50:30 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Prediction Partly held up
Housenbold in 2021: Central bank liquidity will continuously buoy asset prices
“You look at central banks around the world and they're all pledging to do roughly the same thing. That will continue to buoy assets and assets in the form of gold, in the form of Bitcoin, in real estate, and in equities.”
Jeff Hausenbold Mar 29, 2021 ▶ 52:14 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
Housenbold: SoftBank was the largest shareholder in 17 of his 18 investments
“So at the vision fund, I've had the pleasure to take, I've done 18 investments, 17 of which we were the largest shareholder.”
Jeff Hausenbold Mar 29, 2021 ▶ 25:41 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Supported
Housenbold: SoftBank Vision Fund 1 was backed by six limited partners
“In the Vision Fund one, we had six limited partners. One was SoftBank itself, so SoftBank's a big operating company, spits off a lot of free cash flow. The second was the Sovereign Wealth Fund of Saudi Arabia called PIF. The third was the Sovereign Wealth Fund…”
Jeff Hausenbold Mar 29, 2021 ▶ 26:17 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Supported
Housenbold: SoftBank deployed $88 billion of Vision Fund 1's $100 billion
“We raised a hundred billion dollars and we deployed about eighty eight billion of that in fund one, held back some for follow ons.”
Jeff Hausenbold Mar 29, 2021 ▶ 27:10 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Housenbold: SoftBank met 600 global unicorns and invested in about 90
“When we got started, there was a stock of what I'll call pre-unicorn and unicorn companies, i.e., companies that are going through hyper growth that can use a hundred million dollars to three billion dollars of growth capital. And there were 600 of those aroun…”
Jeff Hausenbold Mar 29, 2021 ▶ 27:43 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Housenbold: 13 of his 18 SoftBank investments were not actively fundraising
“And of the 18 investments I did, I think 13 of them were not fundraising when I put the money in.”
Jeff Hausenbold Mar 29, 2021 ▶ 37:23 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
CAPITAL ALLOCATORS Assertion Contradicted
Housenbold: 120 VCs passed on Starbucks and 88 passed on Facebook
“And if you look at, I think, Starbucks, when Howard was raising money, a 120 different venture capitalists passed on Starbucks. And I think 88 passed when market Facebook was looking to raise capital, right?”
Jeff Hausenbold Mar 29, 2021 ▶ 39:12 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)

One line per show, most statements first. The link opens Jeff's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

ShowRole thereEpsStatementsRecord
CAPITAL ALLOCATORSLEDGER CEO, Beast Industries 1 17 27% 3/11 full record on Capital Allocators →
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