Masayoshi Son

6 statements across 4 episodes · 3 bullish · 2 bearish · 3 people on the record · first statement Nov 3, 2024 by John Coogan · said 222 times in 28 episodes since 2024 · across every show →

Mentions by year

brought up most by Jordi Hays (32), John Coogan (21), Sam Lessin (5), Travis Kalanick (2), Bryce Roberts (2)

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2026 20 mentions in 6 episodes 3 per episode
2025 190 mentions in 20 episodes 10 per episode
2024 12 mentions in 2 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Masayoshi Son, oldest first

Nov 3, 2024 positive
Assertion Supported
Coogan: Masayoshi Son claims $9T AI capex is reasonable or too small
“Masayushi Sohn, the head of SoftBank, is here quoted saying that, nine trillion dollars of capex for artificial super intelligence is very reasonable. In fact, it may be too small.”
John Coogan Nov 3, 2024 ▶ 1:29:35 The Secret Billionaire Party (ep6)
Mar 24, 2025 negative
Opinion
Senra: Masayoshi Son is a gambler who never built a useful product
“He is a legit gambler and it's like a sad existence. He didn't build a product that made somebody else's life better. He didn't do any of that.”
David Senra Mar 24, 2025 ▶ 28:17 David Senra on Nvidia, Jensen Huang, and Being a Great Founder.
Mar 24, 2025 negative
Assertion Partly supported
Hays: Masayoshi Son's 2019 Nvidia sale cost him $160B by 2024
“Certain high profile investors sold a huge stake in NVIDIA in 2019 that would be worth one hundred and sixty billion dollars as of last year. That person is Masa, Masayoshi Son.”
Jordi Hays Mar 24, 2025 ▶ 26:34 David Senra on Nvidia, Jensen Huang, and Being a Great Founder.
Aug 30, 2025
Assertion Supported
SoftBank pledged $100B in U.S. AI and tech investments
“SoftBank had already pledged to spend at least a hundred billion in the U.S. On AI and other tech investments. A move announced by Sun at Trump's Mar-a-Lago Club last December.”
Jordi Hays Aug 30, 2025 ▶ 33:24 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Aug 30, 2025 bullish
Assertion Supported
SoftBank Agrees to Invest $2 Billion into Intel
“SoftBank led by Masa suddenly agreed to put two billion into the company, part of its campaign to bet on us firms and appeal to Trump.”
Jordi Hays Aug 30, 2025 ▶ 29:39 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Mar 27, 2026 positive
Assertion Supported
Hays: SoftBank owns roughly 90% of Arm, valued at $140B
“Because they own 90%, roughly 90% of the company. It was a full buyout in 2016. That's right. They bought the entire company for something around 25 thirty billion US USD. Buy the entire company. They still own 90% today. So their purse, their, like, SoftBank'…”
Jordi Hays Mar 27, 2026 ▶ 7:19 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
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