SoftBank Group, every mention
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every year anyone Ted Seides 28Jeff Hausenbold 28Josh Wolfe 8Tom Lenehan 5Ben Gilbert 4Joelle Kayden 2Gregg Lemkau 2Sebastian Mallaby 1Marco De Morales 1Joel Holsinger 1
Verbatim, from the transcripts: the passages where SoftBank Group comes up
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 7:59 Joel Holsinger My only reason for deciding to leave was we were acquired by SoftBank, and I decided it was time to do something else.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 7:30 Josh Wolfe Was six, seven, eight years ago, SoftBank and Tiger.
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
- ▶ 29:44 Dave Thornton The thing that was scary to us from a stage perspective when we were starting this was SoftBank, Tiger, KOTU, D-One had bid up the late stage companies significantly for a while, especially in
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 45:59 Ted Seides You have the SoftBank Tiger growth stage in venture.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 8:08 Allison Thacker When SoftBank raised the first fund, the first fortune cover maybe with the unicorn on it, and then a nice chart of vomiting unicorns maybe when it fell off the first time.
WTT - NAV Loans: Canary or the Gold Mine?
- ▶ 5:27 Ted Seides Carlyle, HG Capital, and SoftBank reportedly used NAV loans to distribute capital this year.
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- ▶ 39:52 Joelle Kayden We can pick, you know, SoftBank just said they're not making any new investments. 2 times in the scene
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 17:27 Gregg Lemkau And at the same time, we were trying to take capital in from SoftBank. 2 times in the scene
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
- ▶ 18:03 Marco De Morales Five or seven years ago, it was, hey, SoftBank is raising the first hundred billion dollar fund.
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 36:31 Sebastian Mallaby Masayoshi-san pioneered this and then took it to the highest, most extreme level with his enormous vision fund.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 27:24 Josh Wolfe And then, uh, SoftBank and a handful of other investors came in in a hundred five million dollar financing.
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 13:27 Florian Bartunek Sequoia, SoftBank are investors.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 28:19 Ben Gilbert And you have, it's even funny looking at the most two recent iterations of this with SoftBank's hundred billion dollar vision fund.
- ▶ 43:04 Ted Seides So you mentioned SoftBank, you touched on Tiger Global.
- ▶ 43:35 Ben Gilbert Let's talk about it before that, because the SoftBank Vision Fund launched, that's a really interesting moment in the development of this ecosystem, and of course we'd been in a six, seven year bull run at that point, and, but we hadn't… 3 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 50:39 Barry Sternlicht But I know he's gotten a billion dollars or more from SoftBank.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 4:06 Ted Seides My guest on today's show is Jeff Hausenbold, a managing director for the last four years at SoftBank Investment Advisors, where he led one of the six investment teams that deployed the one hundred billion dollar SoftBank Vision Fund. 2 times in the scene
- ▶ 4:21 Ted Seides Prior to joining SoftBank, Jeff worked at 16 companies, including 11 years as CEO of Shutterfly, four years in the early days of eBay, four as a special industry advisor to KKR,
- ▶ 20:49 Jeff Hausenbold And I went to meet Masayoshi-san, because I heard he was raising this hundred billion dollar vision fund, and I was about to start a new job, and we needed to raise capital. 2 times in the scene
- ▶ 22:22 Ted Seides What was that original disruptive concept with the Vision Fund from your perspective as one of the partners? 3 times in the scene
- ▶ 22:52 Jeff Hausenbold So he saw the first wave of PC and he started selling productivity software and SoftBank's roots was software bank. 2 times in the scene
- ▶ 26:08 Ted Seides You mentioned the scale, and that's from the very beginning was the big eye-opening thing about the first Vision Fund. 4 times in the scene
- ▶ 26:22 Jeff Hausenbold One was SoftBank itself, so SoftBank's a big operating company, spits off a lot of free cash flow. 3 times in the scene
- ▶ 30:45 Jeff Hausenbold It's a great question, and there are times where I've heard people say, oh, SoftBank is valuation insensitive.
- ▶ 35:47 Ted Seides You mentioned earlier that you built a team of 15 people, and I'm curious, what did this vision fund organization look like?
- ▶ 41:41 Jeff Hausenbold And at SoftBank, when I came here,
- ▶ 43:56 Jeff Hausenbold So we don't talk a lot about this, but the fund's doing really well. 6 times in the scene
- ▶ 48:07 Ted Seides So as you've rolled from fund one into fund two, and you mentioned you go a hundred billion, ten billion, which is still huge in that ecosystem, that's a huge step change function lower in size. 3 times in the scene
- ▶ 48:20 Jeff Hausenbold Yeah, it's largely, again, it's stock and flow and SoftBank's balance sheet is in the strongest position it's been ever with the sale of Sprint to T-Mobile, with the spin out of SBKK, the, uh, cell phone company with the Yahoo 6 times in the scene
- ▶ 54:04 Jeff Hausenbold It doesn't matter if you're in a service industry and you're Goldman Sachs or McKinsey, if you're an investment industry and you're Fidelity or Blackstone or SoftBank, or you're creating a company, what you want to do is have a set of true…
- ▶ 56:29 Ted Seides So Jeff, you mentioned at the onset of your entry into the SoftBank Vision Fund that Masa had said, well, you could just do this for a couple of years, and we're going to have all these companies, and you go run a company, you can do… 3 times in the scene
- ▶ 56:55 Jeff Hausenbold You might recall that I said SoftBank's the 17th company that I've worked for. 6 times in the scene
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 45:18 Ted Seides And then the other end, SoftBank just announced the raising fund. 3 times in the scene
- ▶ 49:02 Ted Seides As you look at the, at least the publicly announced investors in this new SoftBank fund, there's this sort of dynamic that there's a strategic interest that might not be tied to just financial returns. 5 times in the scene
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 49:45 Josh Wolfe At the other end of the spectrum, you have Godzilla, which is SoftBank, that came in with, you know, nominally a hundred billion dollars, that is really writing market clearing prices, 152 hundred million dollar plus prices to own 15 to… 6 times in the scene
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 44:41 Ashby Monk I hope it leads to experiments like the one we're seeing with SoftBank's Vision Fund.
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 19:13 Tom Lenehan Um, so when I was at, at Marsh, we came across a company called SoftBank. 5 times in the scene