SoftBank Group, every mention
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every year anyone Jason Calacanis 47David Friedberg 36Chamath Palihapitiya 22David Sacks 12Brad Gerstner 5Thomas Laffont 2Nikesh Arora 2Vinod Khosla 1Travis Kalanick 1Jake Loosararian 1
Verbatim, from the transcripts: the passages where SoftBank Group comes up
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 20:30 Chamath Palihapitiya You were the president of SoftBank.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 1:33:08 Jake Loosararian I think you can kind of see this, these like, um, you know, these big bets like SoftBank
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 2:33 Jason Calacanis And you know many of the things, Lucid Motors, Live Golf, the SoftBank Vision Fund, Uber back in the day, Newcastle, the Premier League.
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 3:26 Chamath Palihapitiya Masayoshi-san and SoftBank took arm private.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:00:31 Jason Calacanis Uh, SoftBank bought Ampere, I don't know what they do, 6.5 billion.
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 54:43 Chamath Palihapitiya All of the rounds before the three hundred billion dollar round from SoftBank had essentially a feature where there was like a hard rate of return and the ability to put the stock back if they weren't able to do the conversion 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 1:03:59 Travis Kalanick Before even Vision Fund existed, they stroked a three and a half billion dollar check when that was like the biggest thing that ever happened.
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 1:10:20 Jason Calacanis SoftBank and OpenAI are the lead part. 2 times in the scene
- ▶ 1:12:55 Thomas Laffont He did it the first time with SoftBank. 2 times in the scene
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 1:01:32 Jason Calacanis The Tigers and that sort of cohort, Softbank, Masayoshi-san. 2 times in the scene
Nikesh Arora | All-In Summit 2024
- ▶ 1:43 Chamath Palihapitiya And then you got seduced to go work with Masayoshi-san at SoftBank where you're vice chairman and president.
- ▶ 9:33 Nikesh Arora For the vision fund. 2 times in the scene
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 48:57 Jason Calacanis This would be the second largest venture fund of all time behind SoftBank's hundred billion dollar Vision Fund One, which you remember was also backed by the Saudis and some other folks in the Middle East region.
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 4:14 David Friedberg So if you guys remember, Arm was bought by SoftBank and the Vision Fund. 6 times in the scene
- ▶ 8:53 David Sacks I don't think it was a great strategy to be pumping five hundred million dollar checks into what were effectively seed companies, like they were doing with the Vision Fund.
- ▶ 9:35 Chamath Palihapitiya The waterfall from the SoftBank side, and it sounds like it was an enormous number.
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 41:52 David Friedberg They have a significant debt burden owed to SoftBank Vision Fund as part of their GoPublic. 2 times in the scene
- ▶ 45:45 David Friedberg So, so I got, SoftBank put in a total of 16.9 billion dollars in equity and debt. 2 times in the scene
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
- ▶ 1:03:00 David Friedberg But didn't they raise money from SoftBank? 2 times in the scene
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:04:24 Jason Calacanis Just very quickly, OpenAI is in advanced talks according to the Financial Times with Johnny Ive of iPhone fame, Steve Jobs' long-term collaborator, and Masi Yoshisan of SoftBank to raise more than one billion dollars to build the iPhone of… 2 times in the scene
All-In Summit: In conversation with Vinod Khosla
- ▶ 32:50 Vinod Khosla It can accelerate a little bit or slow down because less resources are available, but fundamentals is a good way to invest, sort of the Warren Buffett method, not the short-term, hey, he's valuing it twice, so let me pay up, and then…
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 38:11 Chamath Palihapitiya When, when SoftBank bought Arm, it was probably like the last year where, you know, there was so much focus on the hardware and platform 6 times in the scene
- ▶ 39:49 Chamath Palihapitiya Have this, forget SoftBank Vision Fund for a second, but SoftBank itself is a telco operator that has ginormous piles of debt that they've used to finance the building of their business.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 49:20 Jason Calacanis Arm owned by SoftBank, Masayoshi-san looking to raise ten billion, had a 50, 60, seventy billion dollar valuation, could be the largest IPO of the year.
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 1:10:00 David Friedberg One of the many proclaimed unicorns of Silicon Valley led by SoftBank's Vision Fund.
- ▶ 1:10:04 David Friedberg The investor who was sitting on the board said that they didn't know if we've ever given an investment term sheet to a startup faster than SoftBank gave to IRL at the time. 3 times in the scene
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 9:08 Jason Calacanis And that would be, uh, a pretty big deal for SoftBank, which owns the firm. 7 times in the scene
- ▶ 12:35 David Friedberg And in the fiscal year ending March, the Vision Fund alone took a thirty two billion dollar write down 3 times in the scene
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- ▶ 28:10 Chamath Palihapitiya I'll let Sequoia figure out who to blame for this, but the reality is they, I think, felt a lot of FOMO post SoftBank. 2 times in the scene
E110: 2023 Bestie Predictions!
- ▶ 9:13 David Friedberg That's why they funded the Vision Fund.
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 34:25 Brad Gerstner You know, SoftBank funding all of these rideshare companies around the world to compete with Uber meant that Uber, even though they're a market leader, did not have market leadership economics, and so the ringing out of the system of that…
- ▶ 59:59 Brad Gerstner This idea of the industrialization of venture, the soft banks, the tigers, like, like, it's a myth.
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
- ▶ 15:44 Chamath Palihapitiya The only mistake I think that SoftBank really made was a velocity of money mistake, which is not setting the investment cycle of their vision fund to be 10 years instead of five. 2 times in the scene
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 3:11 Jason Calacanis Vision funds, twenty one billion dollar investment loss for the quarter. 7 times in the scene
- ▶ 3:35 Jason Calacanis Obviously, if people don't know, the Vision Fund one was a hundred billion dollars, largest venture fund ever raised, um, and SoftBank's current market cap is sixty six billion. 9 times in the scene
- ▶ 17:45 David Sacks Aspect of that, I think, is that, and I don't want to beat up on SoftBank too much. 7 times in the scene
- ▶ 34:49 Jason Calacanis Yeah, this chart, um, exhibit six from the Vision Fund benchmarking against peer funds that Chamath just put into the group chat is absolutely spectacular.
- ▶ 34:57 Jason Calacanis Um, it puts, uh, Sequoia Insight and SoftBank, um, you know, large, large funds. 4 times in the scene
- ▶ 50:25 David Friedberg I think SoftBank was a great chat.
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
- ▶ 1:10:45 David Friedberg Zymergen being acquired for three hundred million dollars comes off of them having raised a total of one and a half billion dollars of capital from many investors, including SoftBank and in their IPO, since they were founded in 2013.
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 6:07 Antonio Gracias Yeah, no, we, we, we, we had a, we actually, it's kind of a funny story about, we had, um, you know, I'd say kind of a soft handshake on a, on a term sheet at, say, a price of X, and, and SoftBank came in like two days later and made it…
- ▶ 1:37:05 David Sacks Look, six months ago, did we think we'd be talking about Tiger Global or Sopping for that matter, potentially teetering on the verge of being, yeah, redempted out of business.
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
- ▶ 58:12 Chamath Palihapitiya What do you think about, um, let's just, we'll just throw out some firms, just try, if you had to guess, um, the next 18 months for some of these folks, SoftBank, Vision Fund One and Two.
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 37:54 Brad Gerstner It was like trying to follow, you know, SoftBank in 2017. 2 times in the scene
- ▶ 37:58 Brad Gerstner So I'm not, I mean, listen, we all thought Masa, SoftBank was going to be a wipeout in Vision One.
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
- ▶ 23:18 David Friedberg So they are going to sell down their equity interest in Saudi Aramco over time and invest in things, you know, they probably made their first bet and regret it with SoftBank, but they'll probably make other bets to try and invest in kind…
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
- ▶ 1:01:37 David Friedberg And then the SoftBank Vision Fund kind of took that to the extreme with a hundred billion dollar raise and Tiger Global, I think last year have publicly said they deployed about fifteen billion dollars into startups where a startup may in…
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
- ▶ 32:45 Chamath Palihapitiya Is it that the solution that these guys are, that they're designing for mental health or diabetes or, you know, housing or whatever it is this startup does when they take money from SoftBank or whoever, all of a sudden they should be… 3 times in the scene
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 1:00:21 David Friedberg Andreessen, Tiger, Tiger Global, you know, whatever happens, I don't know if SoftBank should go public.
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 25:00 David Sacks Uh, it's really the SoftBank strategy done right.
- ▶ 25:16 David Friedberg I mean, it really is the size of vision fund.
- ▶ 59:30 David Friedberg Billions of dollars of money injected by SoftBank and for them to orchestrate, uh, basically this, this whole, you know, juggernaut into what looks like a business now, um, and get it public via SPAC.
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 50:49 Jason Calacanis SoftBank was gonna put in 1.5 billion in the pipe. 2 times in the scene
- ▶ 53:42 David Friedberg He took SoftBank money. 2 times in the scene
- ▶ 1:06:15 David Friedberg Tiger Global, SoftBank,
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- ▶ 1:10:24 David Friedberg Uh, Josh Hoffman did an incredible job fundraising, raised a four hundred million dollar round from SoftBank, took the company public.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 35:07 David Friedberg And those infrastructure solutions, aren't going to get funded by SoftBank.
- ▶ 42:43 David Sacks Over the last several years, the soft banks, the tigers, and so that you've had these late stage funds, the mega late stage funds.
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- ▶ 1:15:42 Jason Calacanis SoftBank had bought them and now they are owned by Hyundai, the South Korean, Hyundai, the South Korean automaker, because apparently the 2 times in the scene
- ▶ 1:18:28 David Friedberg And so, you know, I think SoftBank, you know, Masa's son had this whole belief with Vision Fund One, when he raised the hundred some odd billion dollars that, you know, the singularity where machines were going to be smarter and better…
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 31:57 Jason Calacanis SoftBank hype them. 4 times in the scene
- ▶ 38:21 David Sacks Yeah, look, SoftBank is engaged in a style of investing that we would never engage in.
- ▶ 52:15 Chamath Palihapitiya The reason why somebody goes and works at this company, because they believe there's positive signaling from a soft bank.
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- ▶ 18:12 Jason Calacanis SoftBank is clearing a bunch of its Uber position to cover their losses in DD.
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
- ▶ 1:08:02 David Friedberg So Zymergen, which was, you know, got a bunch of SoftBank money.
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 53:42 David Friedberg And then obviously the big step up was SoftBank and SoftBank with a hundred billion dollar vision fund.
E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
- ▶ 1:15:25 David Friedberg Like, I mean, all the Saudi money that went into the Vision Fund, and the money from Qatar and the money from, like, all these sovereign wealth funds in the Middle East has funded a lot of venture funds, has gone into direct late stage…