SoftBank Group
also referred to as: softbank · softbank vision fund · vision fund
25 statements across 7 episodes · 10 bullish · 4 bearish · 7 people on the record · first statement Sep 14, 2019 by Sarbvir Singh · said 80 times in 23 episodes since 2019 · across every show →
Mentions by year
brought up most by Siddhartha Ahluwalia (46), Alok Sama (5), Kirthiga Reddy (4), Sanjay Nath (3), Naveen Tewari (2), Kapil Makhija (2), Deepak Shenoy (2), Akhil Gupta (2)
tap a year for its mentions
2026 13 mentions in 3 episodes 4 per episode
2025 17 mentions in 3 episodes 6 per episode
2024 23 mentions in 1 episode
2023 5 mentions in 4 episodes 1 per episode
- Watch This BEFORE Renting Out Your Property In India! | SEBI Manager Deepak Shenoy on The Neon Show
- Indian Beauty Standards, Marriage & Life Lessons | Vineeta Singh & Kaushik Mukherjee on Neon Show
- Sanjeev Bikhchandani on Finding Zomato & Taking the First Tech Company in India to IPO
- WeWork In India - The Untold Story with CEO Karan Virwani | 100x Entrepreneur
- every mention in 2023, scene by scene →
2022 3 mentions in 2 episodes 2 per episode
2021 4 mentions in 1 episode
2020 10 mentions in 6 episodes 2 per episode
- Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
- Mohit Gulati, ITI Fund on why Hyper-investment is not a sure shot success for startups?
- Understanding Exits and Investing in High Growth Startups with Dhruv Kapoor, Sistema Asia Capital
- Episode 44 | Kitty Agarwal, Partner, Info Edge Ventures
- Episode 52 | Anand Lunia, General Partner, IndiaQuotient
- Episode 50 | Sameer Brij Verma, Nexus Venture Partners
- every mention in 2020, scene by scene →
2019 5 mentions in 3 episodes 2 per episode
Everything said about SoftBank Group, oldest first
Sep 14, 2019
Mega-rounds from funds like SoftBank overwhelm competitors regardless of execution
“See what has happened in India, and I think it's a global phenomenon, not just in India that sometimes some industries get overwhelmed by too much capital. So one player is able to raise, you know, significant capital from one of the big guys, let's say soft b…”
Jun 21, 2020 neutral
Mid-Stage Funding in India Was an Underserved Market in 2016
“We looked at the landscape fairly deeply and realized that while early stage has a lot of established brands and late stage has a lot of capital in terms of Softbank and DSTs and all those guys. The real mid-stage of Series B and early Series C was still nasce…”
Nov 29, 2024 positive
Entry valuations matter far less for category-creating tech platforms
“Valuations in the world of technology are not as important as you think you might, which is a fairly fundamental learning for anyone who comes out of business school and is fixated on on you know, discounted cashflow and hardcore, never lose out of the fact th…”
Nov 29, 2024 positive
Masayoshi Son's 'time machine' thesis for emerging markets remains intact
“Massa's original thesis still remains intact, which is equal to the time machine, which is the idea of investing in technology models in In emerging markets, technology models that have been successful in the Western world, in the U S and bringing them to emer…”
Nov 29, 2024 negative
Nov 29, 2024 neutral
Nov 29, 2024 negative
WeWork was not a tech company and suffered fatal asset-liability mismatch
“My disconnect was that it just wasn't a technology company. And even as a real estate business model, it had this issue with Asset liability mismatch, right? I mean, your leases are very long-term and your tenants are frequently very short-term and that leaves…”
Nov 29, 2024 positive
Masayoshi Son backed OYO's Ritesh Agarwal because he saw himself
“It was a case of Ritesh being someone who reminded Masa when Masa himself was young, right? And I want to back you with capital. I want you to achieve what you're what you're capable to realize your potential, to realize for the, for your company to realize it…”
Nov 29, 2024 negative
Traditional financial valuation skills are frequently useless in technology investing
“I have to say that there's a lot you have to, or I had to unlearn because the analytical skills you pick up valuation, for example, are frequently not that meaningful in a In a technology investment universe. So there was a little bit of a fair bit of unlearni…”
Nov 29, 2024 neutral
Nov 29, 2024
Alok Sama would not have initiated the expensive ARM acquisition himself
“The arm deal, which I'm closely associated with I can't claim Credit for going out and buying that company, merely the execution because I probably would have, wouldn't have seen beyond the fact that the stock is expensively valued and you got to pay a big con…”
Nov 29, 2024
Enduring anti-Korean discrimination in Japan shaped Masayoshi Son's character
“One of the keys to understanding him, I think is he's not really Japanese. He's Korean. And For those among among your audience in India may not be familiar with this. It's being Korean in Japan is the equivalent of what hopefully I'd like to think things are …”
Nov 29, 2024 neutral
Nov 29, 2024 positive
Masayoshi Son was focused on artificial intelligence back in 2014
“I think that whole, you know, visionary, that expression is thrown around a little bit too loosely, but Sonsan is the real deal, I should say, because I mean, take AI, for example. It's all hype right now. Everyone's talking about it. He was talking about it i…”
Nov 29, 2024 bullish
Nov 29, 2024
Jan 4, 2025 positive
Reddy: SoftBank Vision Fund was actually highly disciplined and valuation-conscious
“While I know that that is the general perception that, you know, SoftBank comes in and gives more valuation you know, we were very, very, very valuation conscious. Deep Nishar made sure that he instilled a very good discipline in terms of how we invest. There …”
Jan 4, 2025 positive
Jan 4, 2025 neutral
Jan 4, 2025 positive
Reddy: Deployed Nearly $1B at SoftBank Across a $5B+ Portfolio
“Deployed almost a billion dollars of new investment, had an overall portfolio of over five billion, led their first quantum computing investment, their first additive manufacturing investment, their first mental wellness investment, did gaming, web three, bloc…”
Feb 22, 2025 bullish
Narayana: Observe.ai hit $20M ARR with 50 customers before SoftBank investment
“March of 2019 is when we went to market and there was this great good story when zero to almost two two to almost seven, seven to almost 18 when SoftBank came in and invested at almost a billion dollar valuation. So three years of extraordinary growth. Our ave…”
Aug 29, 2025 neutral
Makhija: Acevector promoters hold 37% of Unicommerce; SoftBank invested via balance sheet
“About 30, 37% is held by the promoters.
the second, then it's a. Which includes you and?
No, promoters are Kunal, Rohit, Acevector, which is our parent company.
then it is SoftBank which is through their balance sheet.
It's not through the Vision Fund.”
Jul 3, 2026 positive