Masayoshi Son, every mention

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Verbatim, from the transcripts: the passages where Masayoshi Son comes up

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▶ 37:45 Bill Gurley That there, there, like, are still contingencies on whether the full conversion from a non-profit to a for-profit happens, so I think there's some stuff, if that's true, there's still some stuff to play out, but, you know, one thing I… 2 times in the scene

▶ 41:38 Brad Gerstner Ma, enter Masa back to Lyft Uber, and, you know, Masa is rumored to be leading, you know, a very big round, forty billion dollar round, you know, with a lot, which we saw they announced it at the White House. 2 times in the scene
▶ 47:08 Brad Gerstner To Masa coming back into the scene here, right? 4 times in the scene

▶ 1:52 Brad Gerstner There was a huge announcement, um, at the White House yesterday with, with Larry Ellison, Sam Altman, Massa Sun, and, and, uh, President Trump.
▶ 3:11 Bill Gurley And then, you know, this door opens, and Trump comes in, and then Massasan representing SoftBank, Larry Ellison representing Oracle, and SAM representing OpenAI. 2 times in the scene
▶ 14:28 Bill Gurley Now, you know, no one's more prone to risk than, than Massasan and SoftBank, so it's very plausible that would be their assumption.
▶ 15:12 Brad Gerstner Masa wanted to get to, you know, a bigger number.
▶ 19:50 Bill Gurley I think that the other parties, you know, Masa's always looking to be involved in the biggest movement that's happening.
▶ 32:39 Brad Gerstner Masa, I think, owns 90% of ARM, so you're very close partners with Masa. 7 times in the scene
▶ 37:53 Brad Gerstner I know MAS is the chairman, but any insights for us, like, like, uh, like who's running this thing, you know, and, and, and how should we think about this entity relative to the other entities? 3 times in the scene

▶ 46:36 Brad Gerstner So it leads me perfectly into this comment out of Masa, son, today.

▶ 39:30 Bill Gurley You and I lived through this with, with Uber and, and the Vision Fund and Masa and all the money and DoorDash got all the, and it, and it really perverted the market.

▶ 35:26 Brad Gerstner And so you don't go public because you, because you say, oh, you know, Masa will always be there.

▶ 58:47 Brad Gerstner And then finally, Masa did not want to be left out. 2 times in the scene
▶ 1:11:57 Brad Gerstner Why is Masa throwing out this really big number? 2 times in the scene

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