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SoftBank Group

also referred to as: softbank

13 statements across 10 episodes · 6 bullish · 2 bearish · 5 people on the record · first statement Nov 3, 2024 by John Coogan · said 125 times in 30 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (38), Jordi Hays (14), Dr. Drew Pinsky (6), Tae Kim (1), Martin Shkreli (1), Dylan Patel (1), Augustus Doricko (1)

tap a year for its mentions
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0815202420252026episodes it came up in
0047.5815202420252026episodesmentions per episode
2026 25 mentions in 14 episodes 2 per episode
2025 94 mentions in 13 episodes 7 per episode
2024 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about SoftBank Group, 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)
Jan 23, 2025 neutral
Assertion Partly supported
Hays: Stargate's $500B Plan Dwarfs Total 2024 US Startup Funding
“The companies are committing a hundred billion to the venture with plans to invest up to five hundred billion over the next four years, which actually seems- To put this into perspective, in twenty-twenty-four, I believe there was a hundred and sixty-eight bil…”
Jordi Hays Jan 23, 2025 ▶ 4:19 Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
Jan 23, 2025 bearish
Assertion Not checkable as stated
Hays: Stargate consortium lacks even 20% of $500B committed
“It's clear to everyone involved that they certainly don't have 20% of the five hundred billion just sitting in an account. Like, that money has clearly not been committed.”
Jordi Hays Jan 23, 2025 ▶ 13:22 Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
Jan 25, 2025 neutral
Prediction Open · timeframe Jan 2028
Coogan: SoftBank will likely sell part of Arm stake to fund Stargate
“SoftBank will likely have to sell off a chunk of its stake in the company to fund Stargate. We think investors are largely missing this point and mistakenly view this announcement as materially incrementally good news.”
John Coogan Jan 25, 2025 ▶ 1:31:26 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Mar 8, 2025 bullish
Prediction Not checkable as stated
Doricko predicts a major surge in US printed circuit board manufacturing
“Boards, I think actually we are going to see, if not just because of soft banks, a hundred billion dollars that they maybe do or don't have we will see a lot more of in the United States soon.”
Augustus Doricko Mar 8, 2025 ▶ 18:13 Augustus Doricko talks Cloud Seeding, Christianity, The Gundo Boys and the future of Rainmaker.
Mar 12, 2025 bearish
Opinion
Lessin: Whenever SoftBank buys, you sell; they are the worst investors
“Whenever SoftBank buys, you sell. Right. Like they are the worst investors in the history of the world. Right. And so it's just like, I've watched them crush so many companies by over capitalizing them by get, they're like, you know, they, it's hilarious. I lo…”
Sam Lessin Mar 12, 2025 ▶ 7:59 Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators.
Aug 27, 2025 neutral
Assertion Partly supported
Dr. Drew: SoftBank invested $10M into drdrew.com after one meeting
“And they came back in and they go, okay, ten million dollars.”
Dr. Drew Pinsky Aug 27, 2025 ▶ 2:30 Dr. Drew on Tech, COVID, and Living a Happy Life
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
Aug 30, 2025 neutral
Assertion Partly supported
Dr. Drew: SoftBank Invested $10M in DrDrew.com During Dot-Com Era
“Six or seven SoftBank VC representatives marched out of the room, and, ah, my Harvard Business School friend was anxious, and like, I didn't even understand what was happening. Still, I did not. And they came back in, and they go, okay, ten million dollars.”
Dr. Drew Pinsky Aug 30, 2025 ▶ 56:53 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Mar 3, 2026 positive
Assertion Supported
Hays: OpenAI raised $110B round from Amazon, NVIDIA, and SoftBank
“OpenAI raised a hundred and ten billion dollar round of funding from Amazon, NVIDIA, and SoftBank.”
Jordi Hays Mar 3, 2026 ▶ 28:56 Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
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
Aug 6, 2026 bullish
Assertion Supported
Intel Secures $7B From Nvidia and SoftBank Following Federal Intervention
“Since Washington stepped in, as you know, Jordy Intel has pulled five billion of investment from NVIDIA, two billion from Japan's SoftBank, and its shares have more than quadrupled, trouncing those of rivals.”
John Coogan Aug 6, 2026 ▶ 27:48 More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
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