SoftBank

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• neutral fact_claim Unattributed

  Masa, I think, owns 90% of Arm. So you're very close partners with Masa.

• bullish assessment Rene Haas

  He has been, himself personally, pretty large on this idea of singularity for quite some time. And it's something that I think he's just had a vision on in the long, long game. With Chet, the Chet GPT moment, I think for him was a bit of an accelerant relative to there's a game to be played here relative to capital, relative to compute, relative to power. And he wants to play a big part in it.

• bearish assessment Bill Gurley

  Now, no one's more prone to risk than Masasana and SoftBank. So it's very plausible that would be their assumption.

• neutral fact_claim Unattributed

  SoftBank, uh, I guess disclosed that, uh, the, the, there maybe it's in total investment could be slashed as low as 20 billion of open AI doesn't restructure to a for-profit entity by December, uh, 31.

• bullish assessment Unattributed

  we need to get Masa on board with this because nobody had ever raised $100 billion fund like he did with the Vision fund. That was some hardcore Masayoshi-san.

• bearish criticism David Friedberg

  who was the master of this was Masayoshi-san at SoftBank. He came famously, this is all public, we'll find a story about it, but he came to the Uber team and said, I want this much equity. I want to pay this dollar amount per share. It was like low 30s. And he went to all of us and said, I need you to sell me your shares. And if not, I'm going to put this $5 or $10 billion into Lyft and DoorDash. But he'd already done DoorDash. So this was like a, you want to talk about a gun to the head.

• neutral fact_claim Unattributed

  He came famously, this is all public. Well, we'll find a story about it, but he came to the Uber team and said, 'I want this much equity. I want to pay this dollar amount per share.' It was like low30s. And he went to all of us and said, 'I need you to sell me your shares.' And if not, I'm going to put this five or 10 billion into Door Dash, but he'd already done Door Dash. So, this was like a you want to talk about a gun to the head?

• neutral fact_claim Unattributed

  nobody had ever raised a hundred billion dollar fund like he did with the vision fund.