SoftBank Group
also referred to as: softbank · softbank vision fund · vision fund
20 statements across 9 episodes · 4 bullish · 6 bearish · 9 people on the record · first statement Feb 19, 2018 by Ali Hamed · said 87 times in 21 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (28), Jeff Hausenbold (28), Josh Wolfe (8), Tom Lenehan (5), Ben Gilbert (4), Joelle Kayden (2), Gregg Lemkau (2), Sebastian Mallaby (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 3 mentions in 3 episodes 1 per episode
2023 6 mentions in 4 episodes 2 per episode
- Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- WTT - NAV Loans: Canary or the Gold Mine?
- every mention in 2023, scene by scene →
2022 9 mentions in 5 episodes 2 per episode
- David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
- Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- every mention in 2022, scene by scene →
2021 46 mentions in 2 episodes 23 per episode
2020 1 mention in 1 episode
2019 8 mentions in 1 episode
2018 7 mentions in 2 episodes 4 per episode
Everything said about SoftBank Group, oldest first
Feb 19, 2018 negative
Hamed in 2018: The SoftBank Vision Fund has replaced the IPO
“And now we have the soft bank vision fund, which is like the replacement of the IPO, right? Like the goal used to be, I want to IPO my company. And now they're like, the goal is I want Masasan to like, give me more money than anyone could ever imagine.”
Aug 20, 2018 bearish
Wolfe: SoftBank-funded unicorn capital is 'dead' and trapped under their control
“Many of these businesses either have commercial deals that are tied to them, or economic terms that are tied to them where the VCs or the entrepreneurs that might be celebrating, they just became a unicorn and are valued over a billion dollars and SoftBank jus…”
Sep 2, 2019 negative
Conflicting Incentives Severely Hinder Corporate Venture Capital Programs
“Institutionally it's hard from an incentives perspective to make these corporate venture capital firms work because you always have this tension between are we a strategic investor, are we a financial investor, and can we attract the right kinds of people inte…”
Mar 30, 2020 negative
Inker: SoftBank's Vision Fund proved capital alone cannot buy market dominance
“I think one of the things we have seen in the, in some of the trials of what's gone on with the Vision Fund is this basic idea that, well, we can determine who is going to be the winner here by throwing a ton of money at one of the competitors. And assuming th…”
Mar 29, 2021 bearish
Mar 29, 2021
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…”
Mar 29, 2021
Mar 29, 2021 bullish
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…”
Mar 29, 2021 neutral
Mar 29, 2021 positive
Mar 29, 2021
Mar 29, 2021
Mar 29, 2021 neutral
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…”
Mar 29, 2021
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…”
Jan 3, 2022 bullish
Jan 3, 2022 neutral
Jan 20, 2022 bullish
Nubank Has 50M Customers and a $45B Valuation
“Nubank is the largest digital bank in the world with almost 50 million customers. It's now trading at a forty five billion dollar valuation. Warren Buffett Berkshire Hathaway actually invested in a private round and in the IPO. Sequoia, SoftBank are investors.”
Jan 9, 2023 negative