SoftBank Group

also referred to as: softbank · vision fund

7 statements across 5 episodes · 0 bullish · 5 bearish · 2 people on the record · first statement Aug 11, 2023 by Sam Lessin · across every show →

Everything said about SoftBank Group, oldest first

Aug 11, 2023 negative
Opinion
Sam Lessin: SoftBank destroys good companies by overfunding them
“I have a long list of grievances against SoftBank destroying otherwise good companies by overfunding them.”
Sam Lessin Aug 11, 2023 ▶ 12:01 #9: How to save ESPN. Barstool’s Bad (Good?) Example · More or Less Podcast
Aug 11, 2023
Assertion Supported
Jessica Lessin: SoftBank is suing the founder of IRL
“SoftBank is now suing the founder of IRL after the information reported its user numbers were suspect and the SEC investigated and so on.”
Jessica Lessin Aug 11, 2023 ▶ 11:29 #9: How to save ESPN. Barstool’s Bad (Good?) Example · More or Less Podcast
May 24, 2024 negative
Opinion
Jessica Lessin: Mega AI investors act like fee-collecting Vision Fund clones
“These financial institutions are really Playing a business of collecting assets and collecting fees, and we'll find out how the returns look, but we've seen this show before with the Vision Fund, like things and other things, and we're still in that moment in …”
Jessica Lessin May 24, 2024 ▶ 21:20 #48: Move Fast (But Don't) Break Silicon Valley · More or Less Podcast
Jan 24, 2025 bearish
Insight
Sam Lessin: Seed investors must sell the second SoftBank buys in
“One of my number one rules of seed investing is that the second SoftBank buys, you must sell. I've learned this the hard way several times.”
Sam Lessin Jan 24, 2025 ▶ 14:27 #83: Trump Inauguration, Stargate, and the Meme Economy · More or Less Podcast
Jan 24, 2025 negative
Opinion
Sam Lessin: SoftBank is probably the worst investor in history
“Probably the worst investors in history. We've lost so much money in valuable companies because of SoftBank.”
Sam Lessin Jan 24, 2025 ▶ 14:37 #83: Trump Inauguration, Stargate, and the Meme Economy · More or Less Podcast
Feb 28, 2025 neutral
Assertion Not checkable as stated
SoftBank Will Drive One-Third of OpenAI's Revenue Growth This Year
“The information had an important story last week, which was inside OpenAI's revenue forecasts, and the biggest revelation is that SoftBank is expected to contribute a third of their revenue growth this year by paying them for their product.”
Jessica Lessin Feb 28, 2025 ▶ 48:47 #88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content · More or Less Podcast
Mar 14, 2025 negative
Opinion
Sam Lessin: SoftBank is the worst investor ever and Masa Son is crazy
“The funny thing is I got a lot of notes from, I made some like snarky comments about how soft bank is like the worst investor ever. And Moss is crazy.”
Sam Lessin Mar 14, 2025 ▶ 2:15 #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration · More or Less Podcast
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.