The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
SoftBank threatened to fund Lyft if Uber rejected its investment offer
“And so it was negotiating a deal with SoftBank, who in classic SoftBank fashion was saying, either you take all of our money or we're going to go invest it in Lyft and kill you.”
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…”
Carlyle, Hg Capital, and SoftBank Used NAV Loans for Distributions
“Carlyle, HG Capital, and SoftBank reportedly used NAV loans to distribute capital this year.”
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.”
Housenbold: SoftBank Vision Fund 1 averaged $900 million per investment
“For us as late stage investors, where in fund one, our average investment was nine hundred million dollars.”
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…”