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SoftBank Group

also referred to as: softbank

5 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Mar 8, 2024 by David Weisburd · said 11 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by David Weisburd (6), Molly O'Shea (2), Nikesh Arora (1), Greg Little (1), Ben Lamm (1)

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003162202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 2 mentions in 2 episodes 1 per episode
2024 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about SoftBank Group, oldest first

Mar 8, 2024 bearish
Disclosure
Weisburd sells his positions when SoftBank invests in his portfolio companies
“As a general rule, when SoftBank would invest in one of my companies, I would sell my position or a lot of the position.”
David Weisburd Mar 8, 2024 ▶ 28:02 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
Jul 22, 2025 bearish
Assertion Not checkable as stated
Little: DoD's $1.8B AI Budget Cannot Compete With $500B Commercial Investment
“Department of Defense had a budget for AI in 20, 24 of 1.8 billion. You just saw like the announcement with Oracle open AI and SoftBank for five hundred billion. And that's like only part of their investment for only three companies. And so you're just never g…”
Greg Little Jul 22, 2025 ▶ 21:06 How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
Aug 17, 2026 positive
Insight
Masayoshi Son: Double Down on Winning Investments Rather Than Fixing Losers
“He looked at me and says, if you put in that much effort on the company that's doubling, they might quadruple. We might make more money on the one that quadruples than you fixing the one that's broken. That's an insight. Like, that was an insight from him to m…”
Nikesh Arora Aug 17, 2026 ▶ 49:34 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
Aug 17, 2026 neutral
Assertion Partly supported
Masayoshi Son Was the World's Richest Man for 80 Days
“He's been the richest man in the world, and he's become poor. He's the richest man for eighty-some days. Then he went back being worth nothing.”
Nikesh Arora Aug 17, 2026 ▶ 55:24 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
Aug 17, 2026 positive
Opinion
Masayoshi Son's Risk Appetite Is Growing as He Gets Older
“He's the oldest man I know with the risk appetite of a teenager. As he gets older, his risk appetite becomes bigger.”
Nikesh Arora Aug 17, 2026 ▶ 48:53 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
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