Podcasts about SoftBank Group

While it's been a calmer week in the markets (thank God!), there's a lot to talk about! This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into: Whether it's time to be bullish on all crypto assets Whether a Trump put actually exists The risks behind bitcoin treasury companies like the new Twenty One Capital Why Solana ETFs might not be the smash success people expect The controversial invite to the White House for $TRUMP holders Why there's a big disconnect in the markets Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Charles Edwards, Founder of Capriole Investments Twenty One: Recent coverage of Unchained on Twenty One:  Why Twenty One Capital Is More About Volatility Than Bitcoin Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed? Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners Does The Market Still Control Trump? Donald Trump's chaos has left investors with frayed nerves 4 of the Mag7 Reporting This Week Big Tech's Earnings Problem Is Estimates May Be Way Too High $TRUMP Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days Other:  ​​Apollo slides Timestamps:

While it's been a calmer week in the markets (thank God!), there's a lot to talk about! This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into: Whether it's time to be bullish on all crypto assets Whether a Trump put actually exists The risks behind bitcoin treasury companies like the new Twenty One Capital Why Solana ETFs might not be the smash success people expect The controversial invite to the White House for $TRUMP holders Why there's a big disconnect in the markets Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Charles Edwards, Founder of Capriole Investments Twenty One: Recent coverage of Unchained on Twenty One:  Why Twenty One Capital Is More About Volatility Than Bitcoin Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed? Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners Does The Market Still Control Trump? Donald Trump's chaos has left investors with frayed nerves 4 of the Mag7 Reporting This Week Big Tech's Earnings Problem Is Estimates May Be Way Too High $TRUMP Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days Other:  ​​Apollo slides Timestamps:

The race for Bitcoin supremacy just got more complicated. Twenty One Capital, backed by Tether, SoftBank, and Cantor Fitzgerald, plans to stack as much BTC as it possibly can.  But is this new venture really about Bitcoin … or about creating a hyper-volatile stock to play market cycles? This week on Unchained, Jeff Park of Bitwise and Mark Palmer of Benchmark join to discuss: Why SoftBank and Tether are a “perfect match”—and why they turned to Bitcoin How volatility, not bitcoin itself, might be the real asset investors are buying What Cantor's involvement says about Wall Street's readiness for crypto Why the launch timing matters Whether Twenty One could repeat MicroStrategy's mistakes Whether these new Bitcoin vehicles are better bets than spot bitcoin or ETFs Plus, is SoftBank getting into crypto a top signal?

The race for Bitcoin supremacy just got more complicated. Twenty One Capital, backed by Tether, SoftBank, and Cantor Fitzgerald, plans to stack as much BTC as it possibly can.  But is this new venture really about Bitcoin … or about creating a hyper-volatile stock to play market cycles? This week on Unchained, Jeff Park of Bitwise and Mark Palmer of Benchmark join to discuss: Why SoftBank and Tether are a “perfect match”—and why they turned to Bitcoin How volatility, not bitcoin itself, might be the real asset investors are buying What Cantor's involvement says about Wall Street's readiness for crypto Why the launch timing matters Whether Twenty One could repeat MicroStrategy's mistakes Whether these new Bitcoin vehicles are better bets than spot bitcoin or ETFs Plus, is SoftBank getting into crypto a top signal?

A new company called Twenty One is making waves—with a launch strategy that echoes Strategy (formerly MicroStrategy), a cap table that includes Tether, SoftBank, and Cantor Fitzgerald, and a plan to acquire more Bitcoin than anyone else. They're starting with 42,000 BTC, worth nearly $4 billion, and they've hinted they'll use convertible debt, equity raises, and other market mechanics to buy more. But is this just a smarter MicroStrategy? Or a recipe for financial reflexivity gone wrong? In this episode, Matthew Sigel, head of digital assets research at VanEck, digs into: How the strategy works and why it could break What happens if the stock trades below NAV Why timing the market may be a feature, not a bug And whether this signals a new phase in corporate Bitcoin exposure Sigel also shares a bold idea for “BIT Bonds” that could let the U.S. Treasury issue Bitcoin-linked government debt. Could it work? Plus, Unchained regulatory reporter Veronica Irwin talks about her scoop that we might see a crypto market structure bill as early as this week.  Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Bitkey: Use code UNCHAINED for 20% off FalconX Mantle Guest Matthew Sigel, Head of Digital Assets Research at VanEck Links Unchained:  Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners The Block: Strike founder Jack Mallers to lead Tether-backed multi-billion bitcoin buying venture, Twenty One Capital Ryan Watkins' post on X Jeff Park's post on X Timestamps:

A new company called Twenty One is making waves—with a launch strategy that echoes Strategy (formerly MicroStrategy), a cap table that includes Tether, SoftBank, and Cantor Fitzgerald, and a plan to acquire more Bitcoin than anyone else. They're starting with 42,000 BTC, worth nearly $4 billion, and they've hinted they'll use convertible debt, equity raises, and other market mechanics to buy more. But is this just a smarter MicroStrategy? Or a recipe for financial reflexivity gone wrong? In this episode, Matthew Sigel, head of digital assets research at VanEck, digs into: How the strategy works and why it could break What happens if the stock trades below NAV Why timing the market may be a feature, not a bug And whether this signals a new phase in corporate Bitcoin exposure Sigel also shares a bold idea for “BIT Bonds” that could let the U.S. Treasury issue Bitcoin-linked government debt. Could it work? Plus, Unchained regulatory reporter Veronica Irwin talks about her scoop that we might see a crypto market structure bill as early as this week.  Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Bitkey: Use code UNCHAINED for 20% off FalconX Mantle Guest Matthew Sigel, Head of Digital Assets Research at VanEck Links Unchained:  Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners The Block: Strike founder Jack Mallers to lead Tether-backed multi-billion bitcoin buying venture, Twenty One Capital Ryan Watkins' post on X Jeff Park's post on X Timestamps:

Singapore shares rose today as investors continue to mull a move by the US Federal Reserve to hold interest rates. The benchmark Straits Times Index (STI) was up 0.6 per cent at 3,931.3 points at around 10 am. In terms of companies to watch, we have Sembcorp Industries after units of Sembcorp Industries and Sarawak Energy tied up with Prysmian for a hydropower project that could supply Singapore with 1 gigawatt (GW) of green electricity from the Malaysian state. Elsewhere, from the US Federal Reserve holding off on interest rate cuts and the implication on Singapore banks and S-REITs, to how Softbank Group said it would acquire Ampere Computing in a US$6.5 billion all-cash deal – more international and corporate headlines remain in focus. Also on deck – Nvidia CEO Jensen Huang saying that his company had not been approached about purchasing a stake in Intel. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with Terence Wong, CEO, Azure Capital.See omnystudio.com/listener for privacy information.

Can Japan solve climate change with $3 million? Why are Japanese companies creating AI Customers? Why aren't any of Japan's Universities in the Global Top 100 for AI?SHOW NOTESJAPANIAEA Upbeat, but Niigata Governor Delays Kashiwazaki-Kariwa RestartSUPPLY CHAIN WARJapan to give $3 mil to help Pacific islands fight climate changeChina's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rolloutU.S. to levy fees on ships linked to China, push allies to do similar – draft executive orderSOCIETY 5.0　Hitachi uses generative AI to create "AI customers" and generate catchy slogansNissan tests driverless vehicles in city streets filled with cars and peopleJapanese university unveils AI program for medical student trainingJapan research team develops technology to visualize acne-causing bacteria using AIOnce-reluctant builders now using unmanned machinery, AIIbaraki's Tsukuba and Tsuchiura cities to introduce AI into childcare facility admission selection processRelease of Japanese voice platform models "Izanami" and "Kushinada"Trinity, the AI camera company, launches "unlimited SIM plan for security cameras" that does not require an internet connectionAI: The Future of Ibaraki - Part 1: Efficiency (3) Automatic detection of fires and floods, 24-hour non-stop safety monitoringOsaka Metro to start offering "face recognition ticket gate" service from March 25thNEC unveils completely contactless "face recognition payment" to be introduced at the World ExpoWave, an autonomous driving startup backed by SoftBank Group, moves closer to launching commercial services49 Chinese universities in the top 100 for AI, zero in Japan; half of top US researchers are from China'Another DeepSeek moment'? Chinese start-up launches new AI agent, sparking widespread attention

"They will judge Masa to have been an extraordinarily consequential investor and historic figure in world investing and tech investing because he has made not just spectacular bets—but he's made so many people rich. I mean, with other people's money. All these founders, he's given them money, he's been an enormous disruptor, and he's built global businesses. He's built a huge business in Japan on the mobile operator. So for all these reasons, I know he sometimes feels dissatisfied with his legacy, and he's now trying to build his greatest legacy in the march to artificial general intelligence. Maybe the legacy will finally be judged by whether this bet pays off. What will his role be in the AI revolution? I would say to him, 'You've done pretty well so far.' " - Lionel Barber, author of "Gambling Man" Fresh out of the studio, Lionel Barber, former editor of the Financial Times and author of "Gambling Man" joined us in a conversation to unravel the enigmatic figure of Masayoshi Son, the CEO of SoftBank Group. We began with Lionel's career journey as the former editor of Financial Times and why inspired him to work on this book. We progressed how he put together a nuanced portrait of Masa as a resilient outsider whose Korean-Japanese heritage fueled his drive to succeed in Japan's stratified society and shared stories of Masa's evolution from software distributor to global tech investor with Vision Fund. Lionel explains how this "eternal optimist" has consistently ridden technological waves for four decades while making and losing billions. He unpacks Masa's unique investment philosophy of thinking big, his revolutionary $100 billion Vision Fund that disrupted venture capital norms, and his latest half-trillion-dollar bet on AI. Throughout the conversation, Lionel reveals the complexity behind the caricature, arguing that history will remember Masa as an extraordinarily consequential figure in global tech investing despite his mixed record of spectacular wins and losses. Episode Highlights: [00:46] Introduction to Lionel Barber and his book on Masayoshi Son [01:34] Lionel's journalism career origins [03:57] Key lessons from Lionel's career [05:25] What makes Masayoshi Son unique [06:33] The resilience behind Masa's character [07:49] The "Gambling Man" and core themes [10:38] Challenges in documenting Masa's story [13:07] How Masa's Korean heritage shaped him [15:49] Defining moments in Masa's business career [18:33] Evolution from software distributor to global tech conglomerate [22:21] Masa's dual roles: operator and investor [24:21] Understanding Masa's investment philosophy [31:30] How Masa changed tech investing [34:30] The hardest question about Masa [35:23] Masa's historical legacy [39:10] Closing remarks and book recommendations Profile: Lionel Barber, Author of "Gambling Man" LinkedIn: https://www.linkedin.com/in/lionel-barber-473826135/ X: https://x.com/lionelbarber?lang=en BlueSky: https://bsky.app/profile/did:plc:yv5ux5l7lcvmxexdswey5hqx Gambling Man Profile Page: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 FT Profile: https://www.ft.com/lionel-barber Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

【欢迎订阅】每天早上5:30，准时更新。【阅读原文】标题:OpenAI's Sam Altman and SoftBank's Masayoshi Son Are AI's New PowerCouple正文：In his newly built palace near Tokyo, lined by stone statues of Roman emperors and surrounded by an 18-hole golf course, Masayoshi Son was stewing. After declaring for years the imminent arrival of the artificial-intelligence revolution, the chief executive officer of SoftBank Group had missed out on it. “I haven't been able to do anything,” he thought, according to a speech he gave to SoftBank investors last year. “Can I just get old like this and die?”知识点：statue n. /ˈstætjuː/A statue is a large sculpture of a person or an animal, made of stone or metal. (⽯或⾦属做的动物或⼈的) 雕像• ...a bronze statue of an Arabian horse. …⼀座阿拉伯马青铜雕像。获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！【节目介绍】《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。【适合谁听】1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者2、任何想通过地道英文提高听、说、读、写能力的英文学习者3、想快速掌握表达，有出国学习和旅游计划的英语爱好者4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等）【你将获得】1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

S&P futures are indicating a slightly lower open, down (0.24%), as traders digest the escalating tariff rhetoric from President Trump, who recently imposed 25% tariffs on steel and aluminum imports with warnings of additional measures on cars, semiconductors, and pharmaceutical products in the near term. Asian markets were mixed on Tuesday. Greater China markets closed lower, as investors took profits following a six-day rally driven by AI-related optimism. European earnings season has started strong, with 69% of companies beating sales forecasts. Companies Mentioned: Columbus McKinnon, Phillips 66, SoftBank Group

Welcome to the Tech Latest podcast. Hosted by our tech coverage veterans, Katey Creel and Akito Tanaka, every Tuesday we will deliver the hottest trends and news from the sector.In this episode, Katey speaks with Tokyo correspondent Ryohtaroh Satoh about the rapid rise of surprise Chinese AI tool DeepSeek and if the deepening ties between OpenAI and SoftBank Group will bear fruit.Check out Ryohtaroh's ⁠featured story here⁠⁠, and⁠register for our weekly #techAsia newsletter here⁠.⁠Find more of our tech coverage here⁠.And for the Asian business, politics, economy and tech stories others miss,⁠please subscribe to Nikkei Asia here⁠.Thanks for listening!

How will AI agents flooding the corporations affect the way we work? Can Japan's small scale startups compete? What do we know about China's new secret submarine's role in the Supply Chain War?SHOW NOTESSUPPLY CHAIN WARNew Unreported Submarine In China Leaves West GuessingPanama: Will not renew agreement with China on Belt and Road initiativeTrump says the US will take over the Gaza StripGreenland PM calls election with Trump pressure mountingExclusive: Japan weighs Alaska LNG pipeline pledge to win Trump's favourJAPAN SOCIETY 5.0OpenAI and SoftBank Group partner to provide cutting-edge enterprise AI "Crystal Intelligence" in Japan, ahead of the rest of the worldJetBrains also announced "Junie," an AI agent that codes autonomously.Geniee Group company JAPAN AI Co., Ltd. starts offering AI agent "Slide Creation Assistant""Rimo Voice" becomes a meeting AI agentAVILEN starts offering a highly accurate document processing AI agent, aiming to significantly reduce manual work and improve productivitySoftBank Group plans to deploy hundreds of millions of AI agents -- new business with OpenAI and enterprise AIOpenAI chief Altman signs deal with S Korea's Kakao after DeepSeek upsetOpen House Real Estate to introduce DXYZ's facial recognition platform "FreeiD" for its first all-facial recognition apartment buildingDXYZ of the Migaro Group introduces FreeiD facial recognition to apartments in FukuokaPrefectural police to introduce AI camera analysis at all 18 police stations in the new fiscal year to quickly process huge amounts of footageGunma Prefecture FY2025 Budget Proposal: Safety - AI-based camera footage analysis

Plus, SoftBank Group and OpenAI team up to offer artificial-intelligence services to Japanese businesses. And a leading semiconductor equipment maker's CEO says China remains far behind the West in cutting-edge chip manufacture. Pierre Bienaimé hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send Everyday AI and Jordan a text messageDid DeepSeek really train a chart-topping LLM for $5 million? Google Gemini quietly updated its AI chatbot. And OpenAI released a new model. That's just the beginning of impactful AI news this week. Join us on Mondays as we do the AI news that matters. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan questions on AIUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:1. DeepSeek's AI Model2. OpenAI's Plans and Developments3. Important Updates from Other Tech Giants4. US Copyright Office's Stance on AI Content5. Market Scene Around AITimestamps:00:00 AI Breakthroughs and Costs Analyzed05:52 AI Market Shifts: NVIDIA & OpenAI Impact08:04 DeepSeek's AI Controversy and Impact12:11 Microsoft Hosts Controversial DeepSeek Model17:04 AI Outputs Lack Copyright Protection20:28 AI and Copyright Challenges22:31 SoftBank Boosts OpenAI Investment25:41 OpenAI Releases Free Advanced Model29:55 OpenAI's Internet-Connected AI ModelKeywords:AI, DeepSeek's AI model, copyright ruling, OpenAI, reasoning model, o three Mini, AI infrastructure plan, Stargate, DeepSeek's hardware expenditure, SemiAnalysis report, NVIDIA, US economy, US National Security Council, distillation technique, Microsoft, Azure cloud service, Google Gemini, US copyright case, copyright law, SoftBank Group, funding round, chain of thought reasoning technique, AI agents, Oracle, supply chain management, Internet connection, code development, business intelligence, data, ChatGPTgov Ready for ROI on GenAI? Go to youreverydayai.com/partner

Global shares decline amid concerns over potential tariffs from President Trump. The CAC 40 in France falls 1.6%, while Germany's DAX decreases by 1.5% and the FTSE 100 in Britain drops 1.3%. U.S. stocks show anticipated declines, with Dow futures down 1.2% and S&P 500 futures sliding 1.5%. In Asia, Japan's Nikkei 225 loses 2.7%, the S&P/ASX 200 in Australia declines 1.8%, and South Korea's Kospi decreases by 2.5%. Analysts expect increased market volatility due to potential trade conflicts. The tariffs may disrupt global trade flows and raise operational costs. SoftBank Group's shares rise 0.5% due to a joint venture with OpenAI, despite concerns about AI investments. President Trump plans to impose tariffs of 25% on imports from Canada and Mexico, and 10% on goods from China, effective Tuesday. Canada and Mexico announce retaliatory tariffs. The U.S. Federal Reserve maintains its interest rate amid trade policy uncertainties. In energy, U.S. crude oil increases to $74.29 a barrel, and Brent crude rises to $76.71. The U.S. dollar strengthens against the Japanese yen, while the euro decreases in value.Learn more on this news visit us at: https://greyjournal.net/ Hosted on Acast. See acast.com/privacy for more information.

Das KI-Modell von Deepseek aus China kann mit Google oder OpenAI mithalten, kommt aber mit weit weniger Geld aus. Das sorgt für Zweifel an den Milliardeninvestitionen des Silicon Valley. Das chinesische Start-up Deepseek sorgt derzeit für Aufregung im Silicon Valley. Denn es stellt die rekordhohen Investitionen der großen Tech-Konzerne in Künstliche Intelligenz (KI) infrage. Offenbar ist Deepseek in der Lage, ähnlich leistungsfähige KI-Modelle zu entwickeln – und diese kostenlos anzubieten. Die neue Version des KI-Modells namens R1 macht nun Schlagzeilen und bringt die Nvidia Aktie unter Druck. Auch die Microsoft Aktie leidet am Montagmorgen und der Dax rutscht ins Minus. Auch der Bitcoin verliert fast 4% an Wert. Das Open-Source-Modell von Deepseek ist im Prinzip kostenlos nutzbar und hat auf der KI-Plattform Hugging Face in kürzester Zeit Platz eins der Downloadcharts erreicht. Das Silicon Valley war diese Woche in heller Aufregung, nachdem DeepSeek, ein chinesisches KI-Unternehmen, sein R1-Modell vorgestellt hatte. In Benchmarks von Drittanbietern schnitt es besser ab als führende amerikanische KI-Unternehmen wie OpenAI, Meta und Anthropic. Auch Aktien japanischer Chip-Unternehmen gerieten am Montag unter Druck. Advantest Corp., ein Zulieferer von Nvidia, verlor 8,2%. Disco Corp. fiel um 3,3%. SoftBank Group verlor 6% nach einem Anstieg von 16% in der Vorwoche. Die Datenkabelhersteller Furukawa Electric Co. und Fujikura Ltd. legten jeweils um mehr als 8 % zu. Letzte Woche stiegen die japanischen Technologieaktien, nachdem die SoftBank Group Pläne zur Zusammenarbeit mit Unternehmen wie OpenAI und Oracle zur Investition in die KI-Infrastruktur in den USA bekannt gegeben hatte.

On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss Wall Street's reaction to President Donald Trump's inauguration and his slew of executive orders. They talk about the president's and his wife Melania Trump's meme coins and the Stargate venture, an AI infrastructure plan led by ChatGPT maker OpenAI and global tech investor SoftBank Group.   Later on the show, Gunjan and Telis tackle what might be the biggest question for investors right now: Is the Federal Reserve done cutting interest rates? They're joined by Sonal Desai, chief investment officer of Franklin Templeton Fixed Income, to dive into what may be the new normal for interest rates, what she will be looking out for when Jerome Powell speaks at the upcoming Federal Reserve meeting, and Treasury secretary pick Scott Bessent's stance on tariffs. They also talk about what's happening in the bond market.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from co-host Telis Demos, catch up on Are the L.A. Wildfires One Catastrophe or Two? It Matters to Insurers.  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on the Street column and WSJ's Live Markets blog.

Congress plays its annual holiday game of Continuing Resolutions, Donald Trump gets the gift of a planned $100 billion investment in the U.S. from the SoftBank Group, and will drones mess up New Jersey’s Christmas? Don’t shoot down Santa Claus! All that and a hard-working Parting Shot. Merry Christmas, everybody. We’ll see you in two […]

Congress plays it's annual holiday game of Continuing Resolutions, Donald Trump gets the gift of a planned $100 billion investment in the U.S. from the SoftBank Group, and will drones mess up New Jersey's Christmas? Don't shoot down Santa Claus!All that and a hard-working Parting Shot.Merry Christmas, everybody. We'll see you in two weeks!

On today's Top News in 10, we cover:  At least three people are dead following a school shooting in Madison, Wisconsin this morning. According to the president-elect, the U.S. government might know more about the mysterious drones than is being shared with the public. The Japanese tech-investing firm SoftBank Group is investing $100 billion dollars […]

Description:  On today's Top News in 10, we cover:    At least three people are dead following a school shooting in Madison, Wisconsin this morning.  According to the president-elect, the U.S. government might know more about the mysterious drones than is being shared with the public.  The Japanese tech-investing firm SoftBank Group is investing $100 billion dollars into projects in the U.S. over the next four years. The aim is for the investment to generate 100,000 jobs in the U.S. economy.    Links From Today's Show: Keep Up With The Daily Signal Sign up for our email newsletters: https://www.dailysignal.com/email     Subscribe to our other shows:  The Tony Kinnett Cast: https://www.dailysignal.com/the-tony-kinnett-cast  Problematic Women: https://www.dailysignal.com/problematic-women  The Signal Sitdown: https://www.dailysignal.com/the-signal-sitdown    Follow The Daily Signal:  X: https://x.com/DailySignal  Instagram: https://www.instagram.com/thedailysignal/  Facebook: https://www.facebook.com/TheDailySignalNews/  Truth Social: https://truthsocial.com/@DailySignal  YouTube: https://www.youtube.com/user/DailySignal  Rumble: https://rumble.com/c/TheDailySignal    Thanks for making The Daily Signal Podcast your trusted source for the day's top news. Subscribe on your favorite podcast platform and never miss an episode.

At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administration. Meanwhile, the country is seeing improved consumer sentiment, a rapid rise in Bitcoin, and Fed Chair Powell is soon to make his final 2024 rate cut decision. Co-anchor of ‘The Big Money Show' Brian Brenberg speaks with Annex Wealth Management Chief Economist Brian Jacobsen about why the multi-billion-dollar investment is a sign of the times for the US economy in 2025. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

President-elect Trump announces SoftBank Group will invest $100 billion in U.S. over four years and answers questions on Health Secretary nominee RFK, Jr. and drone sighting; President Biden creates national monument to former Labor Secretary Frances Perkins (FDR); House Republicans say text of government funding extension bill is close to finished; Senate works on National Defense Authorization Act; 80th Anniversary of Battle of the Bulge ceremony at WWII Memorial. Learn more about your ad choices. Visit megaphone.fm/adchoices

At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administration. Meanwhile, the country is seeing improved consumer sentiment, a rapid rise in Bitcoin, and Fed Chair Powell is soon to make his final 2024 rate cut decision. Co-anchor of ‘The Big Money Show' Brian Brenberg speaks with Annex Wealth Management Chief Economist Brian Jacobsen about why the multi-billion-dollar investment is a sign of the times for the US economy in 2025. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administration. Meanwhile, the country is seeing improved consumer sentiment, a rapid rise in Bitcoin, and Fed Chair Powell is soon to make his final 2024 rate cut decision. Co-anchor of ‘The Big Money Show' Brian Brenberg speaks with Annex Wealth Management Chief Economist Brian Jacobsen about why the multi-billion-dollar investment is a sign of the times for the US economy in 2025. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Japanese telecommunications and investment company SoftBank Group Corp. and nine affiliated firms paid digital salaries to their employees on Wednesday, in the first such initiative in Japan.

SoftBank Group Corp. on Wednesday reported a consolidated net loss of 174.2 billion yen for April-June, its third consecutive April-June loss, though shrinking from the year-before loss of 477.6 billion yen.

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, July 31, 2024. My name is Nelson John. Let's get started:The Indian stock market's frontline indices, the Sensex and the Nifty, closed flat on Tuesday, July 30, reflecting mixed global cues.More than a year after the Hindenburg setback, Gautam Adani-led Adani group's expansion is in full swing. The Ahmedabad-based conglomerate is considering acquiring Jaypee Group's real estate business for up to a billion dollars. Mint's Anirudh Laskar reports that the planned deal could quadruple Adani's real estate footprint, solidifying its position in the bustling property markets of Noida and Gurgaon. This is part of a strategic offer Adani is preparing to pitch to the lenders in the massive insolvency saga of Jaiprakash Associates, which owes a staggering 50,000 crore rupees. For Jaypee's real estate and cement businesses, the Adani group is willing to invest 15,000 crore rupees. This move could catapult Adani into the league of heavyweights like Godrej, Tata, and Mahindra in the realty sector.India is on the verge of potentially opening up its online gaming sector to full foreign direct investment, a move that could significantly benefit the industry. Mint's tech correspondent Shouvik Das reports on the government's plan to allow 100% FDI in online gaming, specifically targeting real-money games of skill while excluding gambling and betting activities. This initiative aims to simplify the process for Indian startups to attract foreign investments in this high-growth sector. Although there is currently no ban on FDI in online gaming, regulatory ambiguities have made it difficult for companies to secure banking and governmental clearances, deterring potential investors.As Ola Electric prepares for its IPO this Friday, with a price band set at 72-76 rupees per share, top executives and early investors are poised for significant financial gains. CEO Bhavish Aggarwal's stake is expected to be valued at nearly 10,000 crore rupees (approximately 1.18 billion dollars). Additionally, he plans to sell some of his shares, potentially earning around 240 crore rupees at the lower end of the price band. The total issue size of the IPO is estimated to exceed 6,100 crore rupees, including an offer for sale and new shares. Mint's startup reporter Priyamvada C notes that prominent investors, such as Japan's SoftBank Group, US hedge fund Tiger Global Management, and Matrix Partners India, are also set to benefit significantly. Bollywood siblings Zoya Akhtar and Farhan Akhtar could see their shares in the company valued at 1.3 and 2.5 crore rupees, respectively.Recently, there's been a noticeable buzz around premium products in the FMCG sector, with more people willing to spend extra for quality items like hair serums, granola, and fabric conditioners. Mint's Suneera Tandon cites a report from market research firm Kantar, indicating that premium categories have seen impressive growth—about 16% in volume and 24% in value from April 2022 to April 2024. That's quite a leap! What's driving this trend? It seems that categories once considered luxury, like sensitive toothpaste and anti-aging creams, are now attracting more buyers. For example, the number of households purchasing sensitive toothpaste jumped by 47%. And it's not just more households buying these products; people are actually spending more on them.The story of Henry G. Davis, a Wall Street magnate before World War II, offers a timeless lesson on the value of long-term investment and the intricacies of market timing. Despite turbulent periods, such as the mid-1930s stock market sell-off, Davis maintained a strong, fundamental investment philosophy. His key insight? Wealth often comes from holding stocks over the long term or capitalizing on opportunities during market downturns. Interestingly, today's investors face similar challenges, especially with evolving tax policies that can influence investment decisions and capital growth. The recent Union Budget adjustments, like the increase in long-term capital gains tax, have raised concerns about future tax hikes and their impact on investor returns and behaviours. Yet, the core principle remains: successful investing is less about reacting to immediate fiscal changes and more about strategic, long-term planning. In this Long Story by Mint's Abhishek Mukherjee, you'll find a practical guide to rejig your portfolio in light of the recent budget.You can read all the featured stories by clicking at the links in show notes. We'd love to hear your feedback on this podcast. Let us know by writing to us at feedback@livemint.com. You may send us feedback, tips or anything that you feel we should be covering from your vantage point in the world of business and finance. Show notes:Adani draws mega realty plan, buy out Jaypee Group's biz for $1 billionGame, set, match: Free pass likely for foreign investors in online gamingOla Electric's IPO to bring big moolah for top employees, early investorsIndia's new consumers are increasingly buying higher-priced premium productsYour handy guide to a post-Budget portfolio rejig

US futures are indicating a flat open today. European equity markets are trading higher, following Asian markets finished mixed on Friday. Cooler-than-expected US CPI data added momentum to the disinflation trajectory. This firmed market expectations of a September rate cut, with some even pricing in a third cut by year-end. Media continues to focus on whether US President Biden will remain 2024 presidential race.Companies Mentioned: FMC Corp, SoftBank Group, Boeing

British chipmaker Graphcore said Friday that it has been acquired by Japanese digital giant SoftBank Group Corp.

SoftBank Group Corp. will make full efforts to develop semiconductors, data centers and robots to realize artificial superintelligence, Chairman and CEO Masayoshi Son said Friday.

Using active intelligence to find and back companies creating transformational impact at the intersection of tech and life. That's what we're going to talk about today.  Founded in 2014, our guest is Openspace Ventures, a multi-stage investor that looks at Southeast Asian B2C and B2B businesses with a compelling vision for expansion.  The firm looks at three types of targets: (a) Series A and B firms with an established product-market fit and need capital for rapid scaling, (b) Series C and D firms who are market leaders with proven revenue traction but need capital for expansion into new markets or adjacent spaces and finally, (c) firms that belong to the rising asset class of crypto and Web3.  Openspace Ventures currently has 6 funds and over US$800 million under management, supported by regional institutional investors including Singapore's state investor Temasek, Germany's DEG, Norway's Norfund and the Softbank Group.  The VC firm has over 45 portfolio companies under its belt and is one of the early investors into GoTo. Other notable companies it has invested in include Finnomena, Halodoc as well as homegrown fashion label Love Bonito.  But what role has Openspace Ventures played in helping its portfolio companies become who they are today using active intelligence and how far can that playbook be used for other startup targets? Meanwhile, the SE Asia Deal Review compiled by DealStreet Asia revealed in May this year that startups in Southeast Asia raised US$1 billion in equity funding in the first quarter of 2024, down 41 per cent on a yearly basis.  Does this mean that VCs are more selective with investment targets? And given Openspace Venture's focus on Web 3 firms, how does it screen for quality investments amid the generative AI craze? And is this the time for the firm to cash out on some of its existing investments? On Under the Radar, The Evening Runway's finance presenter Chua Tian Tian posed these questions to Hian Goh, Founder and General Partner, Openspace Ventures.See omnystudio.com/listener for privacy information.

Nikesh Arora is the CEO @ Palo Alto Networks, the leading cybersecurity company in the world with a market cap of $102BN. Before joining Palo Alto Networks, Nikesh was the President and COO of SoftBank Group. Before that, he spent ten years at Google as a senior exec, and President of Europe, the Middle East and Africa. Before that Nikesh was CMO for the T-Mobile International Division of Deutsche Telekom AG. Nikesh serves on the board of Compagnie Financière Richemont S.A. Previously, he served on the boards of SoftBank, Sprint, Colgate-Palmolive Inc., Yahoo! Japan and Tipping Point. In Today's Episode with Nikesh Arora We Discuss: 1. From Investing with Masa @ Softbank to CEO of Largest Cyber Company: What are Nikesh's biggest lessons from working and investing with Masa @ Softbank? What are Nikesh's biggest takeaways from 10 years at Google and working with Eric Schmidt? What does Nikesh know now that he wishes he had known when he started his career? 2. What Makes the Most Valuable Businesses in the World: How does Nikesh think about competition and monopolies? How does Nikesh assess the idea of defensibility, moats and sustaining competitive advantages? What are the most common reasons why incumbents are overtaken? How have Palo Alto Networks been so successful in their M&A strategy? What has worked in M&A? What has not worked? What is their process? 3. What Makes the Best Leaders in the World: Does Nikesh agree that the best CEOs are the best resource allocators? How do the best leaders communicate with large teams at scale? How do the best leaders approach decision-making? What is Nikesh's framework? How does Nikesh approach the idea of delegation? What does he delegate vs what does he not? 4. Behind the CEO: Nikesh Arora: Husband and Father: How does Nikesh reflect on his own relationship to money today? What are Nikesh's biggest lessons in what it takes to bring children up in a world of affluence and ensure they have hunger and ambition? What are some of Nikesh's biggest lessons on parenting? How does Nikesh reflect on what it takes to have a great marriage?  

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down this ongoing market rally, with the Dow aiming for its 9th straight day of gains. The desk also reacted to news that Softbank Group's Arm Holdings is reportedly planning on launching AI chips in 2025. Staying with the semis, Cramer highlighted Micron for his “Mad Dash” saying he believes the stock will continue to climb; Micron is up 100% over the last full-year of trading. Also in the mix: GameStop shares surged after trader ‘Roaring Kitty' posted online for the first time in roughly three years. Squawk on the Street Disclaimer 

The Reserve Bank of India recently urged the private sector to step up and take over the responsibility of driving capital expenditure, thereby relieving the government. An article authored by a team led by RBI Deputy Governor Michael D Patra said, expectation of a fresh round of capex by the corporate sector is likely to fuel the next leg of growth. Will private capex be able to offset the slowing momentum of government capex in FY25?  While the government is expected to pull back on capex in FY25 due to concerns about fiscal consolidation, economists believe it's time for the private sector to pick up the ‘baton'. Speaking of investment, India's Artificial Intelligence landscape is set for significant growth. SoftBank Group, known for its substantial investments in tech companies worldwide, has recently confirmed a strategic shift towards investing heavily in artificial intelligence. The Japanese investor has now set its attention on India's expanding AI market. But what does this move signify?  Amidst the global race to harness artificial intelligence, Softbank has also targeted expanding its investment portfolio with next-gen technologies. Meanwhile, in the equity markets, aluminium player Hindalco is taking its key subsidiary Novelis public in the US by likely selling a partial or complete stake in the company. As investors await key details of the IPO, what could the monetisation of Novelis mean for Hindalco and its investors?  Moving on, the city of dreams Mumbai has recently unveiled its ‘digital twin' called the Mumbai Megapolis Metaverse, at a tech event in Mumbai. The project offers an immersive experience of the city's future where people can explore the proposed transformation of Mumbai by 2025. But what exactly is Mumbai Megapolis Metaverse? Listen to this episode of the podcast for answers. 

SoftBank Group's Masayoshi Son has made no secret of his intent to double down on red-hot artificial intelligence industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Market Mondays, we dive deep into the world of investing, technology, and cryptocurrencies with our special guest, Chris Lyons. Join us as we explore a range of topics, from the intersection of tech and investing to the burgeoning fields of crypto and AI.**What We Covered:**1. **Exclusive Interview with Chris Lyons:** We discuss tech, investing, crypto, AI, and CLF, focusing on increasing diversity in these spaces. Chris also shares insights from his background and his thoughts on art in the digital age. 2. **Remembering Charlie Munger:** Reflecting on the legacy of the late Charlie Munger, we explore the top 5 lessons we've learned and adapted from his profound wisdom in investing.3. **Gold's New Peaks:** Analyzing the reasons behind gold hitting all-time highs and what it means for investors.4. **Financial Stress in America:** With 74% of Americans stressed about finances, we discuss whether we're on the brink of a financial crisis.5. **Bitcoin's Rollercoaster:** Bitcoin hit $42,000. We delve into the key lessons from this surge and debate whether it's the right time to invest in crypto.6. **Meeting with the Vice President:** A behind-the-scenes look at our recent meeting with the vice president and its implications for the financial sector.7. **Bitcoin's Future:** Could Bitcoin reach $100,000 in 2024? We analyze the possibilities and implications.8. **Finding the Next NVDA:** Strategies to identify the stock of the year for 2024, following the footsteps of NVDA's success.9. **The Step Children of the Tech Sector:** We discuss six overlooked tech stocks (HP, Softbank Group, Cisco, Texas Instruments, Corning, Ciena) and debate which ones are worth adding to your portfolio.10. **Cryptocurrency Performance Update:** Year-to-date returns of major cryptocurrencies including Bitcoin, Ethereum, Bit Digital, Coinbase, Riot, and Microstrategy.11. **Zuckerberg's Meta Stock Sale:** Unpacking the implications of Mark Zuckerberg selling $189 million worth of Meta stock.Stay tuned for these insightful discussions and much more. Don't forget to like, subscribe, and hit the bell icon to stay updated on all our content!#MarketMondays #Investing #ChrisLyons #Crypto #Bitcoin #TechStocks #CharlieMunger #GoldInvesting #FinancialCrisis #NVDA #TechSector #Cryptocurrency #MetaStock #ZuckerbergSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Is the time ripe for Japanese growth stocks? Donald Farquharson is Baillie Gifford's head of Japanese equities and knows the market better than most. In the latest episode of Short Briefings on Long Term Thinking he draws on a recent visit to the country to explain why conditions seem favourable for a cohort of domestic companies with long-term mindsets. Background There's a sense of renewed confidence and enthusiasm in the air in Japan. The country is home to the world's second-largest market for equities after the US, but it doesn't get a corresponding degree of attention from international investors. The reason is partly because of the nation's past weak economic performance. But a recovery is underway, and critically, many of its growth stocks have strong balance sheets, big ambitions and a positive story to tell. In this episode, Baillie Gifford partner Donald Farquharson draws on his experience of investing in Japan since 1990 to explain why he's particularly optimistic about the opportunities ahead for a select group of companies. They include the medical equipment maker Olympus, the car components manufacturer DENSO and the takeover advisory service Nihon M&A Center.He also shares why he thinks some misunderstand Japan and why it's no coincidence that many of the companies he backs are founder-run.Resources: Discovering the unsung superstars of Japanese technologyFrom Yahoo! to Z Holdings: the evolution of an online pioneerJapan: the small businesses with big opportunitiesInvesting in Japan: distance lends perspectiveDonald Farquharson's LinkedIn pageAiming High: Masayoshi Son, Softbank Group and Disrupting Silicon ValleyPast podcasts Timecodes:00.00      Introduction01:40        Investing in Japan in the 1990s03:00        ‘Undiscovered' Japan03:55        How banks and other businesses changed05:30      A sustainable recovery?06:45        An exciting time for growth companies07:45        Strong balance sheets08:15        Olympus and endoscopes09:45        Diversity on the board11:00      Nihon M&A Center and company takeovers12:50        DENSO, a major supplier to Toyota and others14:30        Toyota City, home to one million people15:35        Competition for car batteries16:30      Baillie Gifford's advantage in Japan17:45        Looking beyond the headlines18:20      Book recommendation: Masayoshi Son and Aiming High19:45        Investing in founder-led firms Follow us via:TwitterLinkedInEmail Companies mentioned include:DENSOKoganei Country ClubNihon M&S CenterOlympusPanasonicROHM SemiconductorSoftbankToyota

Arm, a chip designer owned by SoftBank Group, a big tech-investment firm, filed for an IPO that could be the biggest in America this year. Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of The Coral Capital Podcast, a show about startups, technology, and venture capital with a focus on Japan and Asia. This episode is a fireside chat with Ming Maa, the Group President of Grab. Initially established as a taxi-hailing app in Malaysia back in 2012, Grab has evolved into the leading super app in Southeast Asia and the region's first decacorn. It empowers the region's economy through a diverse range of services, including transportation, delivery, and finance. As President, Ming is responsible for corporate development activities, such as strategic partnerships and investment opportunities at Grab. Ming has over 12 years of experience in private equity investment at Softbank Group, Ancora Capital Management, and Goldman Sachs. During his tenure at Softbank, based in Tokyo, he oversaw investments in the ridesharing and e-commerce sectors, including Softbank's Series D and Series F investments into Grab.  In this episode, we discuss: How Grab started as a for-profit, social enterprise What is a super app and how Grab approached its super app strategy What differentiated Grab from Kuaidi Dache and OlaCabs How hyper-localization wins customers and markets How Grab hyper localized to beat Uber Experimenting and measuring platform success Concentrating on the North Star Strategic investments through Grab Ventures

US futures are pointing to a slightly lower open. European equity markets have opened with some losses, following mixed levels in Asia. Fed left rate unchanged as expected and markets now expecting 2 more rate hike to follow. Slim majority looking for rate cuts to begin 2Q24 and some projecting a 4Q23 start. Companies Mentioned: Balyo, SoftBank Group

This episode, Working as an In-House Corporate Counsel: Global Perspectives and Insight, we hear from a panel of Minnesota Law alumni working as in-house corporate counsel from around the globe. They share their personal experiences and challenges in this role as well as the benefits and unique skill sets essential to thrive in these positions. Kiri Somermeyer, Executive Director of the Law School's Corporate Institute moderates a conversation between panelists: Cassie Fortin ‘08 with the Volvo Group in Gothenburg, Sweden Dan Potts ‘02 with the SoftBank Group in Tokyo, Japan Vicki Kim ‘16 with Lam Research in the Seou, South Korea Echo Wang ‘03 with NYU Shanghai in China This event was recorded on April 10th, 2023. A video replay of the entire event is available on the Minnesota Law YouTube channel. (https://youtu.be/QXRJPuDbeZg) A transcript of this episode is available here: z.umn.edu/Ep32Transcript

Pre-IPO Stock Market Update - May 5, 2023 | AI cloud storage + cloud server provider partnerships, Twitter new CEO, Instacart Q1 slower gross order volume, SoftBank big portfolio losses00:32 | AI cloud storage + cloud server provider partnerships- Oracle and Microsoft are in talks for a potential agreement to rent servers to each other, aimed at addressing the shortage of computing power for their cloud customers using large-scale AI.- Oracle has found success by renting cloud servers to AI startups, as it can run complex machine-learning models more cost-effectively.- The collaboration between Oracle and Microsoft could leverage their data center connections to share GPU server capacity.01:47 | Twitter new CEO- Linda Yaccarino, the global advertising chief of NBCUniversal, has resigned to become the next CEO of Twitter, as confirmed by Elon Musk in a tweet.- Yaccarino will focus on business operations at Twitter, while Musk concentrates on product design and new technology.- Yaccarino will work to transform Twitter into an all-encompassing platform, X or X.com, and leverage her relationships with chief marketing officers globally to drive ad revenue.02:28 | Instacart Q1 slower gross order volume- Instacart experienced a Q1 growth slowdown, with gross order volume increasing by 5% to 10% compared to last year, down from 16% in 2022.- The slowdown may delay Instacart's planned public debut.- Despite the slowdown, Instacart maintains a significant market share among online grocery intermediaries.- Achieving a favorable valuation for a public listing is challenging due to slower growth.03:22 | SoftBank big portfolio losses- SoftBank's Vision Fund reported a $2.3 billion loss in the quarter ending in March, as the value of its investments in private startups declined despite some recovery in publicly listed stocks.- SoftBank Group recorded a net loss of $7.2 billion for the full fiscal year, primarily due to investment losses from the Vision Fund. - The Vision Fund holds a vast portfolio of both public and private companies, including prominent tech companies like eToro, Klarna, Devoted Health, Chime, Gopuff, Flexport, and Revolut, with a total portfolio value of $138 billion as of March 31.04:16 | Big capital raises- Runway | $100m Series D, $1.5b valuation- Flink | $100m Series D, $1.0b valuation- Redaptive | $250m Series E, $1.0b valuation- Monogram | $80m Series D, $980m valuation- Semi-tech | $73m Series C, $870m valuation05:14 | Pre-IPO stocks -4.14% for the week, S&P 500 -0.80%. - YTD pre-IPO stocks trail the S&P by about 24%.- Kraken is up 5.32% YTD. Brex is down 48%, Chime -43% and Stripe, Airtable, Epic Games, and Discord are all down over 10% plus.- Stripe and Databricks had good weeks, up 3.69% and 2.76% respectfully. Brex just got crushed this week down 32%. So did Chime down 20%. Banking crisis?www.agdillon.com --- aaron.dillon@agdillon.com

Pre-IPO Stock Market Update - Mar 17, 2023 | Tiger Global marks down pre-IPO stocks, eToro cap raise, Checkout launches debit card issuing, Tyler's Corner (Revolut, Rippling, SpaceX)00:34 | Tiger Global marked down one of its venture fund portfolio by 33%, or $23b- SoftBank Group marks down 30% Vision Fund 2 ($48b)- Preferred shares play an interesting role in this valuation processPreferred shares have a liquidation preference, meaning that the preferred shareholder is guaranteed some level of return before other shareholders lower on the cap table are paid out.02:12 | eToro secures $250M at a $3.5B valuation- The company was to go public via a SPAC but called off the deal in Jul 2022- Round was via Advanced Investment Agreement (AIA)- 2.8m total 2022 funded accounts; up 17% from 2021 and 180% from 2022- $631m total 2022 commissions; down 49% from 2021 and up 5% from 2020- $5.8 billion in assets under administration across 100 countries03:06 | Checkout.com launches virtual and physical card issuing- The company has been testing Checkout.com Issuing for a while, and millions of cards have already been created with the new service- Checkout.com customers now have an opportunity to earn interchange revenue- $40b valuation at it last primary financing round in Jan 2022 but issues a 409A in Dec 2022 at $11b04:32 | Tyler's Corner by Tyler Siconolfi- Revolut partnered with Comic Relief to make it easier for Revolut customers to donate to those living in poverty. Comic Relief is a poverty focused charity in England.- Rippling raised $500m in Series E financing in just 12 hours from Greenoaks, a long-time investor. The money was used to help Rippling's customers pay employees that did not receive paychecks due to SVB failure.- SpaceX CEO Elon Musk announced that they will perform their first orbital test flight of Starship in April and is waiting on FAA approval05:42 | Large capital raises- Stripe | $6.5b Series I, $56.5b valuation- Rippling | $500m Series E, $11.8b valuation- Adept | $350m Series B, $1.0b valuation- Prizeout | $160m Series C, $760m valuation- Paige | $20m Series D, $650m valuation06:27 | Pre-IPO stock market performance- Pre-IPO stocks were down 3.54% for the week vs the S&P 500 up by 1.36%. Not a great week- YTD pre-IPO stocks still trail the S&P by about 8.5%- OpenSea and Kraken are both up north of 20% … Stripe, Airtable, Epic Games, and Chime are all down over 20%- No big winners this week. Kraken led the pack up 0.43%. Brex was down 17% for the week. Deel was down 14%. Revolut down 6%.AG Dillon & Co venture capital funds...- AG Dillon SpaceX Pre-IPO Stock Fund = www.agdillon.com/spacex- AG Dillon Pre-IPO Equity Fund (top 15 pre-IPO stocks) = www.agdillon.com/top15Subscribe or follow...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LAApple Podcasts = https://podcasts.apple.com/us/podcast/this-week-in-pre-ipo-stocks/id1653598601Spotify Podcasts = https://open.spotify.com/show/2ryF1V6y712AsizaRjImOHInstagram = https://www.instagram.com/aarongdillon/Facebook = https://www.facebook.com/profile.php?id=100089996314705LinkedIn = https://www.linkedin.com/company/ag-dillon-co

Japanese marketing tech firm Geniee, part of the SoftBank Group, has paid about $70 million in cash to acquire the revenue optimization platform Zelto.

Throughout the country, newspaper subscribers are asking questions like: Hey, who took my Saturday paper? What happened to those political cartoons and columns that I liked? Why does it take two days to get election results and sports scores? How did my local paper get filled with filler? Oh... and who doubled the price of the damn thing? The cause of all of the above is a Wall Street concept called “financialization” – a euphemism for corporate plundering. Multibillion-dollar hedge funds like SoftBank Group, Alden Global Capital, and Chatham Asset have bought up thousands of our dailies and weeklies. They extract enormous profits, not by making a better journalistic product for customers and the community, but by eliminating reporters, selling off each paper's real estate and assets, shriveling and standardizing content… and jacking up the paper's price. Like avaricious airlines, the profit strategy of these Wall Street newspapers is to monopolize the market, then charge more for less. But won't readers stop subscribing? Of course – they're leaving in droves, but hedge fund profiteers don't care, for their plan is to strip-mine the business of every dime it has, take the profits, and leave town. For example, SoftBank, the Japanese owner of the Gannett chain, has pillaged hundreds of our local papers, and it's now making another round of deep cuts in its newsrooms, including dumping some 800 more journalists. The financializer are also requiring other employees to take unpaid leave and are suspending payments to their pensions. SoftBank bosses simply said, “we need to ensure our balance sheet remains strong.” Sure, take care of Number One! But what about ensuring that local journalism remains strong, providing the information and connections that communities must have for strong democracies? But don't be silly – that's not part of the hedge fund business model.

My newspaper died. Well, technically it still appears, but it has no life, no news, and barely a pulse. It's a mere semblance of a real paper, one of the hundreds of local journalism zombies staggering along in cities and towns that had long relied on them. Each one has a bare number of subscribers keeping it going, mostly longtime readers like me clinging to a memory of what used to be and a flickering hope that, surely, the thing won't get worse. Then it does. Our papers are getting worse (at a time we desperately need them to get better) because they are no longer mediums of journalism, civic purpose, and local identity. Rather, they've been reduced to little more than profit siphons, steadily piping local money to a handful of distant, high-finance syndicates that have bought out our hometown journals. My daily, the Austin American-Statesman, was swallowed up in 2019 by the nationwide Gannett chain, becoming one of more than 1,000 local papers Gannett presently mass produces under its corporate banner, “The USA Today Network.” But even that reference is a deception, for the publication doesn't confide to readers that it's actually a product of SoftBank Group, a multibillion-dollar Japanese financial consortium that owns and controls Gannett. SoftBank has no interest in Austin as a place, a community, or even as a newspaper market, nor does it care one whit about advancing the principles of journalism. It's in the profit business, extracting maximum short-term payouts from the properties it owns. This has rapidly become the standard business model for American newspapering. Today, more than half of all daily papers in America are in the grip of just 10 of these money syndicates. That's why our “local” papers are dying. It's not failure of journalism, but of absentee corporate owners plundering journalism.

Marcelo Claure is an entrepreneur and investor who has founded and led some of the world's most iconic businesses. He is currently the Chairman & CEO of Claure Capital, a newly founded multi-billion-dollar global investment firm. Before this, Marcelo was COO @ Softbank Group, the world's largest technology investment company. Bill Gurley is a General Partner @ Benchmark, one of the most successful funds of the last decade with a portfolio including Uber, Twitter, Dropbox, Modern Treasury, Snapchat, StitchFix, and many more. Michael Eisenberg spent 15 years as a General Partner @ Benchmark working alongside Bill and the Benchmark partnership. Following Benchmark, Michael co-founded Aleph, one of the leading Israeli venture funds of the last decade. David Tisch is the Founder and Managing Partner @ Box Group, one of the leading seed focused firms of the last decade with a portfolio including Airtable, Glossier, PillPack, Plaid and many more. Cyan Banister is one of the most successful and renowned early-stage investors in the last decade. Her portfolio includes the likes of SpaceX, Uber, Affirm, Opendoor Postmates, Niantic and Thumbtack to name a few. Zach Weinberg is a Co-Founder of Operator Partners, operators funding operators, with no outside LPs, just their own capital. Luciana Lixandru is a Partner @ Sequoia, one of the world's most renowned and successful venture firms with Sequoia-backed companies accounting for more than 20% of NASDAQ's total value. Jeff Lieberman is the Managing Director @ Insight Partners, one of the leading investing franchises of the last 25 years with their most recent flagship fund announced earlier this year being a staggering $20BN. Nick Shalek is a General Partner @ Ribbit Capital, specializing in fintech they are one of the most successful venture firms of the last decade with a portfolio including Robinhood, Coinbase, Revolut, Nubank and more. Frank Rotman is a founding partner of QED Investors, one of the leading fintech-focused venture firms investing today with a portfolio including the likes of Klarna, Kavak, Quinto Andar, Credit Karma and more. Geoff Lewis is the Founder and Managing Partner @ Bedrock, now with over $1BN in AUM, Bedrock invests in breakout technology companies that are incongruent with popular narratives. Justin Fishner-Wolfson is founder and the managing partner of 137 Ventures. Their portfolio includes SpaceX, Wish, Anduril, Flexport, and WorkRise (formerly Rigup) to name a few. David Sze is a General Partner @ Greylock where he has led some of the firms most notable investments including Facebook, LinkedIn and Pandora. In Today's Episode We Discuss Price Sensitivity: 1.) How do you assess your relationship to price and price sensitivity? 2.) When is the time to pay up and have less price discipline? 3.) When should we remain disciplined and not pay up for a deal and walk away because of price? 4.) Of the deals you have paid up for, did their growth rate justify the high entry price? 5.) Knowing all you know now on price, how do you advise younger investors today?

Laura Gaviria Halaby is a scale-up and business development expert with entrepreneurial background and ample experience in leadership roles in venture capital and tech. Her current role as Operating Lead for the US$8 billion SoftBank Latin America Funds focuses on delivering operation support to the portfolio companies to accelerate their growth. She also leads scalable knowledge programs for SoftBank such as the SoftBank Group Operator School (SBOS), which has upskilled over 8000 professionals in over 50 countries around the world. Internally SBOS for Founders and Leaders bring industry experts to share best practices on how to solve needle moving challenges on areas such as Strategy, People, Marketing, Web3, Cybersecurity, among others. Laura is also a member of the Fintech / Crypto Action Board for the City of Miami; is an investor and active mentor for early and growth stage startups and serves in the Board of Banco Sol in Bolivia. Prior to joining SoftBank, she was the Global Head of Fintech Acceleration for Citibank where she accelerated the implementation and launch of new digital products. Leading programs included Citi Mobile Challenge, Citi Tech for Integrity Challenge and Data Science Challenge. Her work at Citi gave her exposure to global fintech landscape working across Asia, EMEA and LatAm. LinkedIn: https://www.linkedin.com/in/lgh/ Twitter: https://twitter.com/lalisgaviria --- Support this podcast: https://anchor.fm/geeksofthevalley/support