SoftBank Group

also referred to as: softbank

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 19 times in 9 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (9), Bill Gurley (9), Jensen Huang (1)

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Everything said about SoftBank Group, oldest first

Jan 25, 2024 neutral
Prediction Not checkable as stated
Gerstner: 2024 Is the Year of Acceptance for Lower Startup Valuations
“What I finally see happening this year, I think, 20, 24 in terms of the stages of grief is the year of acceptance. Right. I think people are just going to have to get liquid. They're going to accept the prices that they have to accept because frankly, there ar…”
Brad Gerstner Jan 25, 2024 ▶ 50:40 BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
Sep 26, 2025 bullish
Assertion Supported
Huang: OCI, OpenAI, and SoftBank have contracted 5 to 7 gigawatts
“The second is the OCI build out. And I think there's some five, six, seven gigawatts about to be built out. And so working with OCI and OpenAI and SoftBank to build that out. Those projects are contracted.”
Jensen Huang Sep 26, 2025 ▶ 5:14 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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