Podcasts about vision fund

According to research by Gartner, 84% of business leaders report their company's identity must significantly change to achieve strategic objectives. But how do you know when the time is right? And more importantly, how do you ensure that change goes smoothly? Riley Rogers: Welcome to the Win/Win Podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. According to research by Gartner, 84% of business leaders report their company's identity must significantly change to achieve strategic objectives. But how do you know when the time is right? And more than that, how do you ensure that the change goes smoothly? Here to discuss this topic is Shelly Luciano, Vice President of Strategy at Leah. Thank you so much for joining us today, Shelly. I’d love if you could just kick us off by telling us a little bit about yourself, your background, and your role. Shelly Luciano: I’m Shelly Luciano. I’m Brazilian. I studied industrial engineering in Brazil and France. I started my career working in infrastructure and R&D, so that experience gave me a strong foundation in execution early on. Back in 2014, I moved to the UK to pursue my MBA at London Business School. I used business school to transition from a technical background into strategy on a global scale. After my MBA, I spent three and a half years in strategy consulting. That work helped me learn how companies compete in larger markets. What I realized is that although strategy consulting is intellectually fascinating, I was being more and more drawn to the business. So I transitioned into tech about five years ago. I joined what was then ContractPodAI, which is now Leah. Today, I’m Vice President of Strategy and Operations. My team focuses on aligning strategic priorities, supporting cross-functional execution, and ensuring our go-to-market approach reflects both where the company's headed and what our customers need. One of the most valuable parts of my role is staying close to our customer base. These conversations give me and the company a lot of valuable insight into how the market is evolving and how organizations are actually adopting AI. I then bring these insights back into the organization, back into Leah, to inform product direction, enable our customer success team, and ensure that our strategy remains grounded in real market needs. Ultimately, my role sits at the intersection of strategy, go-to-market execution, and customer insight. RR: I think you have a fascinating role, to be quite frank, and also a really wonderful story. To go from “I'm trained as an engineer,” to “now I've got my MBA, I'm in consulting, and today I work in tech and have for the last five years,” that's really an incredible journey that I imagine must have given you a real wealth of experience that serves you very well at Leah. SL: It’s funny because if you asked me when I graduated in Brazil what I'd be doing now, I wouldn't have guessed. The world has changed so much. My world has changed so much. So I feel very lucky and blessed to do the job that I do. I really like it. My company's fascinating. My role is fascinating. My company gives me room to change as long as I'm adding value and my team is adding value. So I'm really happy. RR: Yeah, and that's certainly evidenced by the fact that you spent five years in one tech company when the average tenure is just over two, so something really must be going right. I'd love to dig a little bit deeper into this exciting, challenging, and evolving role that's been keeping you at Leah for the last few years. You're there to keep an eye on what's happening in the market so your reps can tell a story and your engineering teams can build a product that the market both wants to hear and to see. More than that, you're also there to break down silos and operationalize your strategy so it really shows up in everyday workflows. In this work, what kind of things tend to crop up—challenges or obstacles that make it difficult to build the connections that bridge that gap between strategy and execution? SL: For me, there are two major challenges I see in equipping internal teams to drive growth. First, strategy and execution often evolve at different speeds. A leadership team can align relatively quickly on a strategic direction, but translating that direction into how hundreds or thousands of people operate day to day can take much longer. For me, strategy only really lands when it keeps showing up in customer conversations. What you portray needs to align with what your client base and the market are seeing. If the people talking to customers every day don't understand the problems that your company is solving and why, then your strategy hasn't really landed. It's just a deck. It's lovely to build these ideas, but you've got to be able to execute on them. As companies scale, the complexity increases much faster than people expect. You have more industries, more personas, a larger product portfolio, and if you don't have the right systems and alignment, that complexity can create a lot of confusion internally. And if your team is internally confused, then everyone else is too. RR: So your job is to keep an incredibly close pulse on the market and on technology as they both evolve. And it's a little bit of an endless task because the market will always shift and technology will always evolve. So you've got to be right there with it as the voice of reason for the organization, telling everyone, “Okay, here's what's happening, and here's how we're going to move with it.” As someone who, by job description, is very comfortable with change and evolution, can you share with us how you're thinking about how Leah, as an AI-first company, is keeping pace through major technology shifts, and then how other organizations should think about translating these shifts into their own organizational and operational processes? SL: Leah has been an AI-first company for years, way before LLMs. What changed with LLMs is the speed and scope at which we can execute our strategy much faster. We've been using machine learning in our platform for a long time, so the foundation was already there. We already had a really strong team. What LLMs did was introduce a step change, and our founder, Sarvarth, is a visionary. He saw straight away how that was going to change the game. All these changes in the past few years did not change our direction, but for the client base, what they can really see is that LLMs have expanded the use cases that we can deliver. And I think that's what matters to customers—how can we solve more of their problems? With Leah, we've moved from traditional automation into what we describe as an agentic operating system. That means our AI is not just supporting workflows. We can do much more than that. We can now reason across data, understand context, and orchestrate actions. That is so exciting, as you can imagine, for someone who works in strategy because it feels limitless. Going beyond static workflows, you now have systems that can adapt dynamically to the problems that we're solving. And that's where the speed and pace of innovation really comes in. Once you move into an agentic model, you're no longer limited to predefined use cases. You can continuously expand how AI is applied across not only our internal organization but also our client base. From a strategy and operations perspective, the challenge is not adopting the technology, because we've been able to do it and we continue to do it. The challenge is how do we operationalize it? Strategists love frameworks, so if I had to group it, I'd say there are three ways I think about this. The first part is strategic focus. The risk with AI, within all this opportunity, is diffusion. So we need to be deliberate about which use cases we prioritize. We need to define where we can deliver the most value, because being AI-first doesn't mean doing everything. It means scaling the right use cases. The second part is how do we translate that into go-to-market execution? As I mentioned before, strategy only really lands when your customers can speak about you. Organizations need to understand how to position AI. We need to be able to explain it clearly so we can apply it across different industries and contexts. That's where systems like Highspot can really help us translate this within our organization and externally. The third thing is continuous customer feedback loops, because customer proximity is the most valuable strategic signal we can have. To be a strategist in tech, your goal is not to define a static AI strategy. You're always on a feedback loop, and you need to be agile. The tools and teams that support you need to be comfortable with always learning and always putting our best foot forward. RR: So as you alluded to, you and the team actually recently went through a rebrand. From ContractPodAI, you became Leah, named after the organization's flagship AI offering. I'd be curious to hear how, with these challenges to strategy-aligned execution in mind, you and the team made sure that everyone was telling the same story and supporting the same strategy, even as the brand message and narrative shifted so drastically. SL: Leah was already a product of ours that had taken a bigger and bigger piece of our client base. So moving from ContractPodAI, which was very contract-focused, into Leah made sense because the Leah product had become a much bigger part of who we were and our identity. When we came into becoming the Leah brand, we were ready in many ways. You're never fully ready for a full rebrand. There's still a lot of work. But we had the tools and processes in place to help us in that transition. In 2021, we had just raised $150 million from SoftBank's Vision Fund. At that point, I knew we were going to grow exponentially, so I wanted to manage as many growing pains as possible. At that stage, we were evolving from having a relatively general pitch to a much more sophisticated message tailored by industry and persona, and our platform was expanding even back then. I realized that we needed a way to ensure that our entire organization stayed aligned on how we communicate value because, as companies scale, complexity increases. More products, more industries, more ways customers can use your platform. So when trying to solve that problem, that's when we looked into Highspot. We wanted Highspot to help us ensure the entire organization could work from the same narrative. Highspot is now used across our sales teams, SDR teams, CX teams, and actually it has expanded because once people hear about it, they want to know what the go-to-market teams are presenting. I'm really glad we implemented Highspot four or five years ago now because since then the customers that we serve have grown and the breadth of our platform has grown. Putting things in place before you come to that stage is actually really important. RR: Can you walk through where Highspot fit into the picture and how you and the team used it to trickle down that message so, to your earlier point, strategic vision didn't get lost in that wonderful game of telephone between C-suite strategy and individual contributor execution? SL: When I came in, we had a general pitch on how we went to market. One of the reasons I was hired is because I came in to do an industry strategy, and there was a lot of research involved—both internally, looking at how we were using the tool for certain industries, and externally, looking at market potential and product fit for each industry. Based on that, I prioritized a few industries to start developing content and enablement around. That's when I looked into Highspot because we had a SharePoint at the time, and it was already not fully updated. People pasted things on top of it or saved materials to their computers and never checked the right version again. I came to Highspot with a very clear use case. There were other features and capabilities that we wanted, but the core problem I wanted to solve was creating one single source of truth. It seems like a SharePoint should do that just fine, but it didn't because we needed something that would help us as we continued scaling product growth, use case growth, and overall organizational growth. It was going to become really hard to enable everyone and make sure people accessed the information they needed at the right time. That's what we got Highspot for, and that's what we continue using it for. RR: So once you defined the strategy of the rebrand, where did you see friction between what you were telling reps—“Here's our new message, here's our new strategy”—and what they were actually saying and doing in the field? Where was there misalignment, and how did you and the team tackle that? SL: Once the strategy and story are defined, the real challenge is behavioral change at scale. Organizations tend to align on a narrative relatively quickly at a conceptual level. But alignment alone is not the end goal. Execution is. Execution, particularly in customer conversations, can take time. The friction I've observed is not usually resistance. It's normally a knowledge gap or a confidence gap. Sometimes you have the knowledge, but you're not confident in that knowledge. As your platform evolves and you're no longer selling a single product for a very defined use case, you're helping customers on a journey. You need to understand a variety of challenges across different workflows, industries, and personas. In that environment, the challenge is not whether teams understand the narrative. The bigger challenge is whether they can apply it dynamically in real conversations. What we consistently see is that reps are comfortable with the core story, but uncertainty appears around the edges. When a customer asks something slightly outside the standard pitch or challenges how the solution applies to their specific context, that's where execution can break down. For reps to feel confident using the right language and positioning the platform correctly, they need to understand things at a deeper level. With all the advancement in AI, we can develop things so quickly, but that also creates challenges because emerging technologies move incredibly fast. There's something new every week. If your software can deliver so much, there are a lot of questions reps need to feel prepared for, and we need to give the organization the ability to operate with clarity and confidence in this complex environment. Highspot has helped us do part of that, particularly in making sure teams understand how we're positioning ourselves, but there's also a lot of technical enablement and training that we need to make sure they complete. Teams have to prepare for conversations in many different contexts, and that fundamentally changes how an organization executes. You can't just memorize anymore. You need to understand. Ultimately, scaling a company is not about having the best strategy on paper. It's about ensuring that all of your employees can bring that strategy to life and communicate it with passion. RR: Yeah. I love the way you landed that because you're 100% right that to a certain extent it can be a knowledge gap, and another layer can be that confidence gap. But then that third and final layer is the context gap. Can reps embody the strategist? Can they embody the strategy? Reps want to do well. It benefits them and it benefits you. So when things are going awry, it's not intentional. It's hard to get up to speed and start delivering in the field, especially when things are changing so rapidly. If you can slowly bridge all those gaps, your strategy starts to encompass the whole company. And again, it's such a cool role that you have, getting to bring that to life and then watch it trickle out into every customer conversation your teams are having. You mentioned 2021 and implementing Highspot, and it's been five years since then. In that time, what key results have you seen? Any wins that you're especially proud of, whether early on or today during this rebrand phase? SL: Highspot is now widely used across the organization. We have the sales team, SDR team, CX team, and leadership all using it. Initially, we bought licenses only for the sales team, and since then we've more than doubled, if not tripled, our licenses because people continue asking for access. I think that's one of the biggest indicators of value. What I continue to see, and why I continue investing in the platform, is consistency. You want to be consistently delivering and positioning yourself in the market. As our product offering expanded and we began serving multiple industries and personas across different regions, it became critical that teams could access the most relevant materials quickly. Highspot ensures that everyone across the organization is working from the same narrative and delivering a consistent experience to customers and prospective customers. That alignment becomes very important as the organization scales. One of the most impressive things after the rebrand was that from the very next day, everything had changed. Everything in Highspot was Leah. I knew the marketing team had been working incredibly hard, but from day one everything was available to us. That's what tools are for. When you buy a tool, you want to make sure it makes you look good. RR: I can imagine that's a monumental task—to take every single piece of collateral, every single deck you've ever built, and overnight update it so every rep has all the content, messaging, and everything they need to hit the ground running on day one of the rebrand, day one of Leah. To the point of bringing strategy to life, you really did it. Very early on, you said you're never ready for a rebrand. And yes, it's certainly a huge task, but it does seem like you've come through it successfully. That takes me to the last question I had for you, which is: for other leaders navigating a rebrand or shifting message while trying to position themselves in a constantly changing market, what advice would you share? SL: One of the most important lessons for me is that rebrands are not simply marketing exercises. They're full organizational transformations. The success of a rebrand depends on whether the entire organization is bought in and understands the narrative, and whether they feel confident communicating what you're doing to customers. Like I said before, the success of the rebrand is really only clear when you see that it has landed with your customer base. Another key element is staying very close to your customers during the process. Understand how they're going to perceive this, and once you've launched it, pay attention to their initial reactions so you can address anything quickly. That's your most valuable insight because customers really know how you're positioning yourself in the market and what you can actually deliver. You want to make sure what you've changed feels true to who you are. Luckily, with Leah, customers responded positively to the rebrand. They felt the narrative resonated. When your organization combines strong strategic direction with customer insight, you're much more likely to build a story that's authentic and compelling. That's what you want with your brand. It needs to make sense. People need to know it wasn't just done to look good. It needs to resonate with the company and what you're offering. RR: Yeah. You absolutely need to prove that this is something worthwhile and valuable to your customer base, and that it tells the story and provides the value they're looking for. Otherwise, to your point, it winds up feeling like a vanity exercise because someone didn't like the colors or didn't feel the name was quite right. It needs to be strategic and feel strategic. Shelly, thank you so much for joining us today. It has been an absolute pleasure talking with you and learning more about the work that you're doing at Leah. To our audience, thank you so much for listening to this episode of the Win/Win Podcast. Be sure to tune in next time for more insight on how you can maximize go-to-market success with Highspot.

Martin Elwert hat Coffee Circle 2010 gegründet, mit einem Euro pro verkauftem Kilo Kaffee für soziale Projekte in Ursprungsländern und der Überzeugung, dass beides zusammengeht: guter Kaffee und echte Wirkung in der Lieferkette. Fünfzehn Jahre später betreiben sie acht Coffee Shops in Berlin, einen globalen Vision Fund mit über 150 Bewerbungen, und haben in Äthiopien 80 Kilometer Wasserrohre verlegt. Wir reden über Naivität als Gründungskapital, den Wechsel von E-Commerce zu physischen Läden, und darüber, wie man Nachhaltigkeit ins Zentrum einer Firma stellt, ohne damit dauernd vor der Tür zu stehen.

Get Shaan's money rules guide: https://clickhubspot.com/sbk Episode 801: Shaan Puri ( https://x.com/ShaanVP ) talks to Sheel Mohnot ( https://x.com/pitdesi ) about the biggest life lessons from investing, who wins in the AI race, plus AI-proof business ideas.  — Show Notes:  (0:00) Life lessons from investing (3:04) Create Your Own Yacht (11:27) The AI race (19:51) the last mile problem  (28:45) The worst mistakes in business history (33:00) Masa Son's Vision Fund (37:42) Bryan Johnson, social media genius? (43:25) IDEA: Buying the Breaking Bad house (50:29) IDEA: Workout classes for seniors — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

Blended finance is making hard deals in emerging markets investable. It drives real infrastructure development where capital markets are thin.And when the work involves emergency aid and building businesses, you need someone who's seen how money really works in emerging markets.Few people know how to make those pieces fit together better than my guest today. Talmage Payne has spent three decades proving that mission-first investing can deliver both measurable social impact and competitive returns.Talmage is the founder of multiple social ventures across Southeast Asia and West Africa. He now serves as chairperson of TapEffect, a piped water utility delivering clean water to rural communities. There, households pay for the service, and the company delivers an 8-9% IRR.Today, we talk about how to blend grants, equity, and debt to scale essential services and how smart impact measurement keeps both investors and operators accountable.Join us to learn:What actually drives infrastructure investing success in low-income areasWhy good intentions aren't enough for viable social venturesHow to structure capital to crowd in commercial investorsThis is a conversation about what actually works backed by real numbers. Tune in.—Intro (00:00)Growing up in Nigeria during conflict (03:32)Moving to the U.S. and exploring big world problems (09:14)Cambodia becomes ground zero for real impact (11:37)Running aid programs to rebuild the country (15:52)Vision Fund turns charity into financial empowerment (17:34)Rethinking aid by making impact self-sustaining (20:49)Transition to Hagar International's trauma recovery mission (22:44)Launching blended finance model to employ survivors (24:28)Struggles balancing nonprofit values and business demands (31:36)First Finance founded to enable housing access (35:28)Formalizing land ownership through micro-mortgages (38:14)Patient capital explained (48:35)TapEffect launched to solve rural water infrastructure gaps (49:21)AI helps detect leaks and manage water losses (52:43)Blended capital enables project scalability and affordability (59:34)“Two wallets” expose flaws in giving vs. investing (01:03:14)Rapid-fire questions (01:12:01)Contact info (01:19:47)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Talmage Payne LinkedIn TapEffect website

In today's episode on 17th November 2025, we talk about Softbank's recent stake sale of Nvidia, and what it plans to do with the proceeds through the Vision Fund.Schedule your ⁠free consultation with Ditto's IRDAI-certified experts at no cost to you⁠

The U.S. Senate passes a bill that could re-open government within days and restore federal funding programs until the end of January. Markets have reacted positively to the news with the Nasdaq posting its best session since May. President Trump is mulling tariff relief for Switzerland with some reports suggesting levies could be slashed from 39 per cent to 15 per cent. And in tech news, Softbank posts a $19bn gain at its Vision Fund following investment into OpenAI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Niet alleen het hoofdkantoor van de Fed wordt verbouwd, ook het bestuur van de Amerikaanse centrale bank moet er aan geloven. Trump benoemt namelijk zijn economisch adviseur Stephen Miran. Waardoor hij er een vertrouweling bij krijgt.Daar stopt het niet, want hij heeft nu ook een favoriet op het oog die de baas wordt van de Fed. Deze aflevering kijken we wat het betekent voor jou dat de Fed meer MAGA-proof wordt. En of er nu echt vier renteverlagingen aan komen, zoals de economen van JP Morgan denken.Over Trump gesproken: hij blijkt iets minder impopulair te worden onder Amerikaanse kiezers. Een groter probleem hebben de Democraten. Sinds 1996 stonden ze er niet zó slecht voor als nu. We kijken ook wat er allemaal terecht komt van alle beloftes die topmannen en regeringsleiders doen. Zoals Tim Cook van Apple, die 600 miljard dollar investeert in de VS. Gaat dat allemaal wel gebeuren? En dan weer over Cook gesproken: we hebben het ook over koekjes. Over die van Lotus Bakeries om precies te zijn. Een aandeel dat geliefd is bij de Zuiderburen. Tot dit jaar dan, want de koers had het moeilijk. Al kwam daar vandaag ineens verandering in. Beleggers smullen van de halfjaarcijfers! Ook hoor je waarom je goed kan verdienen met DuoLingo en minder met dure horloges. De topman van Breitling vertelt hoe hij zich voorbereid op die gigantische heffingen die Trump oplegt aan Zwitserland.Verder in deze aflevering: De winst van NN Group daalt met 40 procent. Ja, en? Het aandeel van Softbank tikt een recordstand aan De fusie tussen Paramount en Skydance is een feit See omnystudio.com/listener for privacy information.

SoftBank Group Corp. said on Thursday that it returned to profitability in April-June, bolstered by rising stock prices for companies owned by its Vision Fund.

Niet alleen het hoofdkantoor van de Fed wordt verbouwd, ook het bestuur van de Amerikaanse centrale bank moet er aan geloven. Trump benoemt namelijk zijn economisch adviseur Stephen Miran. Waardoor hij er een vertrouweling bij krijgt.Daar stopt het niet, want hij heeft nu ook een favoriet op het oog die de baas wordt van de Fed. Deze aflevering kijken we wat het betekent voor jou dat de Fed meer MAGA-proof wordt. En of er nu echt vier renteverlagingen aan komen, zoals de economen van JP Morgan denken.Over Trump gesproken: hij blijkt iets minder impopulair te worden onder Amerikaanse kiezers. Een groter probleem hebben de Democraten. Sinds 1996 stonden ze er niet zó slecht voor als nu. We kijken ook wat er allemaal terecht komt van alle beloftes die topmannen en regeringsleiders doen. Zoals Tim Cook van Apple, die 600 miljard dollar investeert in de VS. Gaat dat allemaal wel gebeuren? En dan weer over Cook gesproken: we hebben het ook over koekjes. Over die van Lotus Bakeries om precies te zijn. Een aandeel dat geliefd is bij de Zuiderburen. Tot dit jaar dan, want de koers had het moeilijk. Al kwam daar vandaag ineens verandering in. Beleggers smullen van de halfjaarcijfers! Ook hoor je waarom je goed kan verdienen met DuoLingo en minder met dure horloges. De topman van Breitling vertelt hoe hij zich voorbereid op die gigantische heffingen die Trump oplegt aan Zwitserland.Verder in deze aflevering: De winst van NN Group daalt met 40 procent. Ja, en? Het aandeel van Softbank tikt een recordstand aan De fusie tussen Paramount en Skydance is een feit See omnystudio.com/listener for privacy information.

ソフトバンクグループのロゴマークソフトバンクグループが７日発表した２０２５年４～６月期の連結決算は、純損益が４２１８億円の黒字となり、同期として４年ぶりに黒字転換した。 SoftBank Group Corp. said on Thursday that it returned to profitability in April-June, bolstered by rising stock prices for companies owned by its Vision Fund.

John is joined by Spencer Collins, Executive Vice President and Chief Legal Officer of Arm Holdings, the UK-based semiconductor design firm known for powering over 99% of smartphones globally with its energy-efficient CPU designs.  They discuss the legal challenges that arise from Arm's unique position in the semiconductor industry. Arm has a unique business model, centered on licensing intellectual property rather than manufacturing processors. This model is evolving as Arm considers moving “up the stack,” potentially entering into processor production to compete more directly in the AI hardware space.  Since its $31 billion acquisition by SoftBank in 2016, Arm has seen tremendous growth, culminating in an IPO in 2023 at a $54 billion valuation and its market value nearly doubling since.AI is a major strategic focus for Arm, as its CPUs are increasingly central to AI processing in cloud and edge environments.  Arm's high-profile AI projects include Nvidia's Grace Hopper superchip and Microsoft's new AI server chips, both of which rely heavily on Arm CPU cores.   Arm is positioned to be a key infrastructure player in AI's future based on its broad customer base, the low power consumption of its semiconductors, and their extensive security features. Nvidia's proposed $40 billion acquisition of ARM collapsed due to regulatory pushback in the U.S., Europe, and China.  This led SoftBank to pivot to taking 10% of Arm public.  Arm is now aggressively strengthening its intellectual property strategy, expanding patent filings, and upgrading legal operations to better protect its innovations in the AI space.Spencer describes his own career path—from law firm M&A work to a leadership role at SoftBank's Vision Fund, where he worked on deals like the $7.7 billion Uber investment—culminating in his current post.   He suggests that general counsel for major tech firms must be intellectually agile, invest in best-in-class advisors, and maintain geopolitical awareness to navigate today's rapidly changing legal and regulatory landscape.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

SoftBank's Vision Fund made history with its $100 billion war chest, backing game changing companies from Uber to TikTok. But Masa's ambition doesn't stop there. SoftBank is already looking ahead, aiming to shape the future of generative AI and its infrastructure.In this special bonus episode, we dive into the next decade of SoftBank's strategy. Specifically, how they're positioning themselves to dominate AI infrastructure, from massive data centers to edge computing. We break down the role of ARM, the rise of AI processing on the edge, and how AlphaSense insights can deepen your understanding of SoftBank's daring strategies.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

In this episode of the OODAcast, host Matt Devost is joined by Alok Sama, author of The Money Trap, for a compelling conversation about Sama's journey from modest beginnings in India to leading some of the most ambitious investment efforts in tech history. Sama recounts his early days in Delhi, the unlikely path to Wharton, and his time at Morgan Stanley before stepping into the eye of the storm as President and CFO of SoftBank. Alongside Masayoshi Son, he helped deploy the groundbreaking Vision Fund, a $100B initiative that forever changed the scale of tech investing. Sama offers behind-the-scenes insights into the wild ride of investing in giants like Uber, WeWork, and ARM, reflecting on how bold vision and massive capital shaped, and sometimes distorted, the future of technology. es candid lessons from massive wins and public missteps, including the now-infamous WeWork saga. He also delves into how a high-stakes smear campaign impacted his health and priorities, offering an unflinching look at the personal costs of operating at the top of global finance. Throughout the episode, Sama's honesty, humor, and humility shine, echoing the voice that made his book so impactful. Beyond business, the conversation turns deeply personal. Sama reflects on what really matters after decades of chasing financial success. He opens up about regrets around time lost with loved ones, the role of humility in leadership, and how ancient Indian philosophy helped him reframe his priorities. Now entering a new chapter focused on writing, mentoring, and giving back, Sama offers timeless advice for entrepreneurs, investors, and anyone navigating high-pressure careers. This episode is a must-watch for those curious about the intersection of power, capital, and purpose. Additional Links: Alok on X Book Recommendation: The Rings of Saturn by W.G. Sebald

SoftBank has backed some of the most game-changing startups of our time — Uber, Grab, TikTok — companies that reshaped how we move, eat, and connect.The man behind it is Masayoshi Son — a founder unlike any other. Bold, fearless, and sometimes reckless, Masa didn't just invest in companies, he devoured them. His empire stretched from Tokyo to Silicon Valley, built on billion-dollar bets, wild risk-taking, and the unshakeable belief that he could see the future before anyone else.But every empire comes at a price.This is the story of SoftBank — how one man from Japan took on the world's biggest tech giants, gambled billions, lost it all… and came back for more.Episode 1: Impress, Charm and DeceiveA young Masayoshi Son hustles his way through Silicon Valley — using every trick in the book...and outside it.Episode 2: The SoftBank MiracleBack in Japan, Masa builds SoftBank from nothing — surviving betrayal, bankruptcy, and even a terminal illness to become the king of Japan's software industry.Episode 3: Every Piece of ThemMasa goes global — buying tech magazines, trade fairs, Yahoo shares, and placing a life-changing bet on a then-unknown Chinese startup: Alibaba.Episode 4: Widening the NetAfter the Dot-Com Crash wipes out 96% of his wealth, Masa bets everything on broadband and mobile — taking on Japan's telecom giants and winning control of Vodafone Japan.Episode 5: WarchestDetermined to rule the future, Masa creates the $100 billion Vision Fund — a war chest so powerful it could turn founders into billionaires overnight — even if their companies were never built to last — all while setting his sights on Artificial Intelligence.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

SoftBank has backed some of the most game-changing startups of our time — Uber, Grab, TikTok — companies that reshaped how we move, eat, and connect.The man behind it is Masayoshi Son — a founder unlike any other. Bold, fearless, and sometimes reckless, Masa didn't just invest in companies, he devoured them. His empire stretched from Tokyo to Silicon Valley, built on billion-dollar bets, wild risk-taking, and the unshakeable belief that he could see the future before anyone else.But every empire comes at a price.This is the story of SoftBank — how one man from Japan took on the world's biggest tech giants, gambled billions, lost it all… and came back for more.Episode 1: Impress, Charm and DeceiveA young Masayoshi Son hustles his way through Silicon Valley — using every trick in the book...and outside it.Episode 2: The SoftBank MiracleBack in Japan, Masa builds SoftBank from nothing — surviving betrayal, bankruptcy, and even a terminal illness to become the king of Japan's software industry.Episode 3: Every Piece of ThemMasa goes global — buying tech magazines, trade fairs, Yahoo shares, and placing a life-changing bet on a then-unknown Chinese startup: Alibaba.Episode 4: Widening the NetAfter the Dot-Com Crash wipes out 96% of his wealth, Masa bets everything on broadband and mobile — taking on Japan's telecom giants and winning control of Vodafone Japan.Episode 5: WarchestDetermined to rule the future, Masa creates the $100 billion Vision Fund — a war chest so powerful it could turn founders into billionaires overnight — even if their companies were never built to last — all while setting his sights on Artificial Intelligence.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

SoftBank has backed some of the most game-changing startups of our time — Uber, Grab, TikTok — companies that reshaped how we move, eat, and connect.The man behind it is Masayoshi Son — a founder unlike any other. Bold, fearless, and sometimes reckless, Masa didn't just invest in companies, he devoured them. His empire stretched from Tokyo to Silicon Valley, built on billion-dollar bets, wild risk-taking, and the unshakeable belief that he could see the future before anyone else.But every empire comes at a price.This is the story of SoftBank — how one man from Japan took on the world's biggest tech giants, gambled billions, lost it all… and came back for more.Episode 1: Impress, Charm and DeceiveA young Masayoshi Son hustles his way through Silicon Valley — using every trick in the book...and outside it.Episode 2: The SoftBank MiracleBack in Japan, Masa builds SoftBank from nothing — surviving betrayal, bankruptcy, and even a terminal illness to become the king of Japan's software industry.Episode 3: Every Piece of ThemMasa goes global — buying tech magazines, trade fairs, Yahoo shares, and placing a life-changing bet on a then-unknown Chinese startup: Alibaba.Episode 4: Widening the NetAfter the Dot-Com Crash wipes out 96% of his wealth, Masa bets everything on broadband and mobile — taking on Japan's telecom giants and winning control of Vodafone Japan.Episode 5: WarchestDetermined to rule the future, Masa creates the $100 billion Vision Fund — a war chest so powerful it could turn founders into billionaires overnight — even if their companies were never built to last — all while setting his sights on Artificial Intelligence.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

Paris Marx is joined by Laleh Khalili to discuss Softbank CEO Masayoshi Son, the structural factors that allowed him to build an empire, and the many ways he's shaped the modern tech industry.Laleh Khalili is Professor of Gulf Studies at the University of Exeter and the author of Sinews of War and Trade and her forthcoming book Extractive Capitalism.Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon.The podcast is made in partnership with The Nation. Production is by Eric Wickham.Also mentioned in this episode:Laleh wrote a review of a new book about Masa.She also mentioned The Box by Marc Levinson and The Next Shift by Gabriel Winant.Support the show

SoftBank has backed some of the most game-changing startups of our time — Uber, Grab, TikTok — companies that reshaped how we move, eat, and connect.The man behind it is Masayoshi Son — a founder unlike any other. Bold, fearless, and sometimes reckless, Masa didn't just invest in companies, he devoured them. His empire stretched from Tokyo to Silicon Valley, built on billion-dollar bets, wild risk-taking, and the unshakeable belief that he could see the future before anyone else.But every empire comes at a price.This is the story of SoftBank — how one man from Japan took on the world's biggest tech giants, gambled billions, lost it all… and came back for more.Episode 1: Impress, Charm and DeceiveA young Masayoshi Son hustles his way through Silicon Valley — using every trick in the book...and outside it.Episode 2: The SoftBank MiracleBack in Japan, Masa builds SoftBank from nothing — surviving betrayal, bankruptcy, and even a terminal illness to become the king of Japan's software industry.Episode 3: Every Piece of ThemMasa goes global — buying tech magazines, trade fairs, Yahoo shares, and placing a life-changing bet on a then-unknown Chinese startup: Alibaba.Episode 4: Widening the NetAfter the Dot-Com Crash wipes out 96% of his wealth, Masa bets everything on broadband and mobile — taking on Japan's telecom giants and winning control of Vodafone Japan.Episode 5: WarchestDetermined to rule the future, Masa creates the $100 billion Vision Fund — a war chest so powerful it could turn founders into billionaires overnight — even if their companies were never built to last — all while setting his sights on Artificial Intelligence.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

SoftBank has backed some of the most game-changing startups of our time — Uber, Grab, TikTok — companies that reshaped how we move, eat, and connect.The man behind it is Masayoshi Son — a founder unlike any other. Bold, fearless, and sometimes reckless, Masa didn't just invest in companies, he devoured them. His empire stretched from Tokyo to Silicon Valley, built on billion-dollar bets, wild risk-taking, and the unshakeable belief that he could see the future before anyone else.But every empire comes at a price.This is the story of SoftBank — how one man from Japan took on the world's biggest tech giants, gambled billions, lost it all… and came back for more.Episode 1: Impress, Charm and DeceiveA young Masayoshi Son hustles his way through Silicon Valley — using every trick in the book...and outside it.Episode 2: The SoftBank MiracleBack in Japan, Masa builds SoftBank from nothing — surviving betrayal, bankruptcy, and even a terminal illness to become the king of Japan's software industry.Episode 3: Every Piece of ThemMasa goes global — buying tech magazines, trade fairs, Yahoo shares, and placing a life-changing bet on a then-unknown Chinese startup: Alibaba.Episode 4: Widening the NetAfter the Dot-Com Crash wipes out 96% of his wealth, Masa bets everything on broadband and mobile — taking on Japan's telecom giants and winning control of Vodafone Japan.Episode 5: WarchestDetermined to rule the future, Masa creates the $100 billion Vision Fund — a war chest so powerful it could turn founders into billionaires overnight — even if their companies were never built to last — all while setting his sights on Artificial Intelligence.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

What if you could find a system that maximized luck and generated outsized returns? A method based on decision science that led you to make better choices - in both your business and personal life.That's exactly what Daniel Kang did.  He learned how to use asymmetric bets to win scholarships that paid for his education, as well as to raise millions of dollars to fund his startup.  He then used this principle to land a book deal with leading business-book publisher Wiley & Sons.  Today Daniel Kang joins us here to share what he's learned as the CEO & co-founder of a Y-Combinator backed startup Flowbo, as a venture capitalist at Softbank's Vision Fund and how what he learned in pilot training taught him about running a business.His new book “The Super Upside Factor: Asymmetric Principles that Will 10X Your Life” is a practical playbook to maximize luck in life and career.  The book is a must read for anyone looking to apply the principles that have enabled a few companies to outperform - even in challenging environments.Daniel used asymmetric bets to elevate himself out of poverty and to become a wildly successful entrepreneur  and recognized author.  Let's unpack what's behind this methodology and how we can apply to in our lives.Visit A Seat at The Table's website at https://seat.fm

"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

Teddy Himler brings over 15 years of global experience at leading institutions, including Goldman Sachs, SoftBank, Comcast Ventures, and Antler, to his role at Optimist Ventures.Throughout his career, Teddy has cultivated deep expertise in global technology trends, innovative business models, and firm-building, with a focus on sectors such as artificial intelligence, insurance, healthcare, and industrial automation.At Antler, Teddy served as a partner, where he played a key role in the firm's growth, helping it become the world's most active early-stage venture capital firm by deal count.Prior to Antler, Teddy was instrumental in scaling SoftBank's operations in both the U.S. and Southeast Asia. In 2018, he launched SoftBank Group International's first New York City office, where he managed assets outside of SoftBank's Vision Fund, including Arm, Sprint, Boston Dynamics, and Brightstar. Earlier, as SoftBank Capital's first West Coast hire, Teddy served as Vice President, spearheading its Southeast Asia strategy from Jakarta while collaborating with partners like Alibaba.From 2018 to 2021, Teddy was a Principal at Comcast Ventures in New York, where he focused on investments in consumer internet, robotics, fintech (including insurtech and crypto), and other emerging technologies as part of Comcast's corporate venture capital platform.Teddy began his career at Goldman Sachs as an investment banking analyst in the Technology, Media & Telecom group in San Francisco. He holds a B.A. in Government and Economics from Harvard University.Over the years, Teddy has backed five unicorns at the seed or Series A stages and has been a deal team leader or member in numerous landmark investments, including Kabbage, Fitbit, Dialpad, BigCommerce, Grab, Tokopedia, Cheddar, Acorns, Hippo, Blockdaemon, Madison Reed, Blockchange, ABL Space, KeyMe, Arm, Boston Dynamics, SoftBank Robotics, Sprint, Cybereason, Zola, SoFi, Airspan, OneWeb, Kindbody, Berkshire Grey, Lemonade, Brightstar, Airalo, Earlytrade, Folio, Ora Health, Endless Health, and Inshur.Teddy's career reflects a track record of identifying transformative technologies and building global ventures, making him a key figure in the venture capital ecosystem.LinkedIn: https://www.linkedin.com/in/teddy-himler-84674719/

The world's largest tech-focused venture capital fund. And the man behind it is Masayoshi Son, often referred to as Masa.At 16, Masa moved to California, drawn by the entrepreneurial spirit of Silicon Valley.Before he turned 21 years old, Son sold his first company— a multilingual translator bought by Sharp for about $1 million.Masa returned to Japan and founded SoftBank as a software distribution company. In 1995, Masa made one of his first bold investments— a $100 million for a 30% stake in Yahoo. In 1999, Masa made an even bigger move, investing $20 million in Alibaba, a year-old e-commerce startup.Over 23 years, that investment turned into a $72 billion gain, making it one of the most successful tech investments ever.In 2014, he brought in Alok Sama who had a key role in some of SoftBank's biggest successes, like the $32 billion acquisition of ARM and the $59 billion Sprint-T-Mobile merger.In this episode of the NEON Show, Alok Sama, takes us behind the scenes of his journey at SoftBank, where he played a crucial role in shaping the group's global investments and strategy. He shares insights into working alongside Masa, managing the Vision Fund, and the challenges of betting on transformative entrepreneurs.Check out Alok Sama's book,  The Money Trap: Lost Illusions Inside the Tech Bubble - https://www.amazon.in/Money-Trap-Alok-Sama/dp/9361134337Timestamps0:00 - Trailer1:13 - Alok's career, and Money Trap2:20 - Transition to SoftBank and the motivation behind Money Trap3:29 - what Alok thinks about Nikesh Arora and Masayoshi Son5:07 - Masayoshi Son's visionary mindset and why Alok admired him6: 40 - Why Alok values intellectual curiosity in people and himself7:50 - Alok's entrepreneurial journey post-Morgan Stanley09:30 - The meaning behind Money Trap and reflections on money12:30 - Masa Son's struggle growing up and the freemium coffee model17:00 - Alok's last year at SoftBank and decision to leave18:08 - Alok's relationship with Nikesh Arora20:10 - Delhi roots, and family time21:20 - Alok's view on vulnerabilities 27:20 - Masa Son's character and commitment to backing entrepreneurs fully31:10 - Valuation lessons in technology investments34:20 - Son's early bets on AI and his timing challenges37:30 -  Joined SoftBank to impress Alok's teenage son and connect with family40: 10 - experience of writing a book43:10 - Masa's thesis on India-----Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-----Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This show is for informational purposes only. The vSend us a text

Congrats to our 12 talented TY students who've just completed Clare FM's TY Media Week at Clare FM with Colum McGrath. They planned, produced and recorded their own show - TY Talks! TY Media Week is funded by Coimisiún na Meán through the Sound and Vision Fund and has been devised by Learning Waves in partnership with Clare FM!

Lionel Barber is the former editor of the Financial Times and probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT  metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company Nikkei for 44x earnings. And as editor, Barber fully backed up former guest Dan McCrum in his investigation of Wirecard. I was delighted when Lionel agreed to come on the show to talk about his new book, Gambling Man, a biography of Masa Son, founder of Softbank and creator of the $100bn Vision Fund. I have long been curious about Son, who for 3 days at the peak of the dot.com boom was the richest man in the world. Barber spent 3 years writing his meticulously researched book for which he interviewed 150 subjects, including Bill Gates and Warren Buffett, as he explains in our discussion. Some of his stories, including his description of Son's inner sanctum, are marvellous. If you enjoy this episode, head over to our Substack, (sign up button on https://behindthebalancesheet.com/), take the monthly paid option and get exclusive additional content, including Steve's interview with Alok Sama, former CFO of Softbank International.

i'm wall-e, welcoming you to today's tech briefing for thursday, august 8th. here's what we covered: shopify's strong q2 earnings: shares of shopify soared 17.8% following a strong second-quarter earnings report. the canadian e-commerce giant posted earnings per share of 26 cents, surpassing analysts' expectations of 20 cents, with revenue at $2.05 billion. gross merchandise volume rose 22%, reaching $67.2 billion. softbank group's return to profitability: softbank reported a $12.9 million gain on its vision fund tech investments in q1 fy 2024, driven by gains from chinese portfolio companies and offsetting losses from firms like autostore and symbotic. despite positive investment gains, the vision fund segment posted an overall loss of 204.3 billion yen. softbank also announced plans to buy back up to 6.8% of its shares. anduril's $1.5 billion funding round: defense tech firm anduril revealed a $1.5 billion funding round, valuing the startup at $14 billion. co-led by founders fund and sands capital, the funding aims to bolster their software-defined manufacturing platform, "arsenal." youtube's ai feature "brainstorm with gemini": youtube is testing a new feature that integrates google's ai to help creators generate video ideas, titles, and thumbnails. this feature, currently available to a select group of creators, aims to streamline the content creation process. facebook's educational training course: facebook is introducing an educational training course for first-time violators of its community standards. this initiative aims to educate rather than punish by removing the warning upon completion of the course. that's all for today. we'll see you back here tomorrow!

Noticias Económicas y Financieras Se han desarrollado dinámicas interesantes en el mercado inmobiliario desde que la Reserva Federal comenzó a aumentar las tasas de interés para contrarrestar la inflación. Algunas de estas tendencias incluso se remontan al inicio de la pandemia de coronavirus, cuando el banco central bajó las tasas a cero, al mismo tiempo que la gente buscaba más espacio y cambios en el estilo de vida. Los efectos resultantes han generado un entorno cada vez más caro para la vivienda y el alquiler, e incluso han desencadenado una crisis de asequibilidad en muchos mercados. Los militantes hutíes amenazan con intensificar los ataques a barcos en el Mar Rojo, lo que provocará mayores costos de seguros y alimentará los llamados a expandir sus fuerzas. El último ataque con aviones no tripulados ha hundido un buque carbonero de propiedad griega, convirtiéndolo en el segundo barco confirmado que se hunde en la vía fluvial. Si bien el precio del seguro de los barcos que navegan por el Mar Rojo ha aumentado, sigue siendo inferior al pico alcanzado a principios de este año, cuando los hutíes intensificaron sus ataques. Vasileios Gryparis, jefe de la misión de la UE en el Mar Rojo, dice ahora que es necesario duplicar la fuerza naval encargada de proteger los barcos en la zona. El fundador de SoftBank (OTCPK:SFTBY), Masayoshi Son, lamenta haber vendido acciones de Nvidia $NVDA hace cinco años, antes de que el gigante de los chips se subiera a la ola de la IA para convertirse brevemente en la empresa más valiosa del mundo. Vision Fund de SoftBank vendió toda su participación del 4.9% en Nvidia a principios de 2019, registrando un rendimiento de $3.3B sobre una participación inicial de $700M. "Tuve que vender las acciones entre lágrimas", dijo Son en la reunión de accionistas del gigante inversor japonés, añadiendo que "el pez que se escapó era grande". Si Vision Fund mantuviera su participación, habría valido alrededor de $160B a los precios actuales. Canadá está planeando nuevos impuestos a las importaciones de vehículos eléctricos chinos, en línea con las últimas acciones tomadas por Estados Unidos y la UE. Si bien aún no se ha tomado una decisión final, se espera que el gobierno canadiense anuncié pronto consultas públicas sobre las posibles medidas. El primer ministro Trudeau ha estado bajo presión para seguir el ejemplo de la administración Biden, que cuadruplicó los aranceles sobre los vehículos eléctricos chinos, pero está actuando con cautela en medio de la amenaza de represalias por parte de Beijing. El Análisis Económico y Financiero de ING señala que China es el mayor productor de vehículos eléctricos y domina las cadenas de suministro globales de materias primas necesarias para las baterías de vehículos eléctricos. El Banco de Inglaterra mantiene los tipos estables, el próximo paso puede ser un recorte. Starboard pierde esfuerzo para bloquear el voto de los accionistas de Autodesk $ADSK. El Plan Maestro de Tesla puede influir en la victoria de China en la carrera de vehículos eléctricos asequibles.

Welcome back to a new episode of the European VC Podcast! Today, we are very excited to introduce you to Sumer Juneja, the Managing Partner of SoftBank Investment Advisors in Europe.For those of you who don't know, SoftBank is the GP of the Vision Fund that we all know about.SoftBank has an AUM of $147B across all funds, has made around 60 investments in Europe so far, and has allocated $13B in total here. In their current portfolio, you can find companies like Revolut, Klarna, eToro, or BytdeDance.Sumer has been investing since 2006. Before SoftBank, Sumer was a Partner at Norwest Venture Partners, focusing on growth equity and venture investments in Indian companies across various sectors. He has led and successfully exited multiple investments, including Swiggy, Indusind Bank, Shriram City Union Finance, Cholamandalam Finance, and National Stock Exchange.At SoftBank, Sumer is covering the EMEA region and India, and today we'll talk about things like:Europe vs. India - and how each market is differentWhy Sumersh joined Softbank, and his view on fundraising.How does investing in Europe look for SoftBank?… and more that we invite you to discover below.Chapters:04:06 Sumer's Journey into Venture Capital05:49 The Importance of Mentorship in Career Growth08:52 Joining SoftBank: A Game-Changing Decision11:43 SoftBank's Investment Strategy15:54 Comparing Venture Dynamics: India vs. Europe22:45 The European Exit Environment26:46 Lessons from Success and Failure in VC40:29 SoftBank's Success in India42:35 The Importance of Having Your Feet on the Ground43:15 SoftBank's Organizational Structure in Europe and India46:45 Building Relationships with VCs53:44 Evaluating Founders and CEOs57:49 Case Study: Swiggy's Success in India01:03:42 Challenges of Scaling Across Regions01:04:23 Balancing Work and Family Life01:12:20 Key Learnings and Advice for Emerging Managers

Softbank Vision Fund's Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence's senior pharmaceutical analyst, and Mandeep Singh, BI's senior tech analyst, also talk with Jason Burch, head of platform technologies at Ventus Therapeutics, one of the Vision Fund's portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: story-based decision-making, published by bhauth on February 7, 2024 on LessWrong. A few times, I've talked to an executive manager or early-stage investor, and this happened: me: Here's the main plan. Now, we think the odds are good, but the most likely failure point is here. If necessary, we have an alternative plan for that part, which goes as follows... them: (visible disgust) I was so confused! Aren't contingency plans good to have? Sure, investors want to see confidence, but what they really want is confidence in the overall vision. They expect some things to go wrong along the way, maybe even requiring "pivoting" to a different product. Well, I've gotten more experience since then, and thought about things more, and I think I understand the thought process now. Imagine you're watching Star Wars, and the rebels are getting ready to destroy the Death Star. The guy planning the operation says: OK, the primary plan is a torpedo to this exhaust port. You've all been briefed on it. But there are some key risks: the shielding could've been upgraded, it might be too heavily defended, and torpedo targeting could fail. As such, we've designated secondary targets here and here which should at least disable the Death Star for a while. The tertiary plan is a fallback meant for retreat with a minimum number of casualties, which I'll go over now. How does that make you feel about the chances of the rebels destroying the Death Star? Do you think that the competent planning being displayed is a good sign? According to movie logic, it's a really bad sign. Once, a guy (who's currently a founder of an AI-related startup in Silicon Valley) introduced me to this VC for a call to talk about investment in a new battery chemistry. Part of the conversation went like: me: I want to talk about the technology and issues with alternatives, but it seems like nobody wants to discuss that part. VC: It's just not that important to investing. me: I see all these failures that happen that could've been easily avoided with competent technical due diligence. Softbank lost a lot of money on WeWork, wasn't that worth avoiding? VC: No, Softbank has their approach and it works. People make fun of WeWork but Softbank has actually done really well overall. Well, a few years later, it seems like maybe the approach used by Softbank's Vision Fund has some problems after all...? Anyway, about investment in that battery chemistry: VC: So what's your growth story? me: Uh, raise some money, validate the technology to the satisfaction of investors, raise more money, demonstrate a production line, and then either get enough investment to do large-scale production or sell to, say, a large auto company. VC: That sucks. Some advice for you: never talk about selling to a big company to a VC, at least not before it's actually an option. And you should avoid saying your plan is to "raise more money" too, investors want to hear about what impressive stuff you can do with just the money they can provide. me: Well, from my perspective this is...less far from commercial practicality than what QuantumScape has, and they're worth a billion dollars already. VC: You should look at SaaS startups. As a VC, it's hard to justify investing in physical stuff when the growth stories those normally have are much better. me: I see. Some of my friends have some other stuff they developed, so maybe you'd like one of their "growth stories" better. Is there something in particular you're interested in? VC: As I said, it's not really about the specific technology. I tend to invest in SaaS startups, but it's not because they're SaaS per se. What I eventually realized was that I wasn't taking that word "story" literally enough. Looking at the web pages of startups, I'd often see these descriptions of the founders that are like...descriptions...

Jeff Seibert is co-founder of Digits, a beautifully designed accounting and reporting platform that essentially sits on top of Intuit's QuickBooks. It then uses that data, plus API-based integrations on incoming and outgoing money in its business, to create a massive information database. Digits then begins to organize and read that data to create more intelligence around it, such as providing automatic answers to the kinds of “how” or “why” questions that an accountant or other finance pro might have around a basic financial report, the kinds of answers that previously would have only been possible through human queries, and being able to read and understand the stories behind paper trails and siloed sources of data. Digits Reports will sit alongside and is based around a search feature that Digits launched last year to help users find transactions that tap into a similar idea: answers are not found just through keywords but in results. Digits has raised $97.5 million from SoftBank's Vision Fund, U.K. investor Harry Stebbings' 20VC Growth, GV, and Benchmark.Where to find Jeff Seibert:• Website: Digits - Accounting, • LinkedIn (13) Jeff Seibert | LinkedInWhere to find Hadi Radwan:• Newsletter: Principles Friday | Hadi Radwan | Substack• LinkedIn: Hadi Radwan | LinkedInIf you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

This Sunday we wrap up our series in discipleship thinking explicitly about our Generosity. Often calls to give generously strike us in our "strength" portion of our love (our obedience), but they completely miss our heart, minds, and souls in the process. Because of this, we often miss why God calls us to give. What would it look like to really believe that God can take earthly possessions however, and transmute them into eternal glory? Join us this Sunday as think about our generosity through the lens of discipleship, and also make a special call towards giving sacrificially this year to our Vision Fund.

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This Week in Startups is brought to you by… Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST. * Today's show: Jason breaks down Nvidia smashing its quarter earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53) * Time stamps: (0:00) Producer Nick joins Jason (3:58) Nvidia obliterating their Q2 earnings (8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (10:01) The earnings report's effects on stock, induced traffic, and the “sell the news” strategy (16:02) Breaking down the numbers and the market cap chart (21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock (25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (26:38)Arm filing its F-1 and SoftBank's deal with Vision Fund (34:39) Arm's business model and the risks of whale customers (37:53) Fitbod - Get 25% off at https://fitbod.me/twist (39:22) Arm China's risk to Arm (46:17) The role of startup accelerators (49:36) The constant complaints about YC valuations on YC demo day (53:40) How raising at too high a valuation can lead to getting caught in a valuation trap (56:10) The Fulcrum venture accelerator “scam” and how founders should vet accelerators (1:03:53) The greatest bag securer of all time! (1:13:41) Ryan Breslow's “corporate wrongdoing” * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four Apply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

In this episode, Director of Corporate Finance Stephen Barnett dives into Softbank's $100bn Vision Fund.Here's what you can expect:- The history of Softbank and the creation of the Vision fund- How the size of the fund changed venture capital – and not necessarily for the good- WeWork as a case study for the venture boom- The impact of higher interest rates and market drawback on Softbank- Where this leaves us in the summer of 2023Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5r Hosted on Acast. See acast.com/privacy for more information.

Japanese investment giant SoftBank reports another quarterly net loss even as its Vision Fund returns to profitability. Credit rater Moody's sounds a note of caution on the U.S. banking industry, downgrading some regional lenders. Keith Collins hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marcelo Claure is the Founder & CEO of Claure Group, a multi-billion-dollar global investment firm. He is the Executive Chairman and Managing Partner of Bicycle Capital, a $500M Latin America-focused growth equity fund, and was appointed Chairman in Latin America of SHEIN, the global #1 on-demand fashion company in the world. Claure was also the CEO of SoftBank Group International where he launched SoftBank's $8B Latin America Funds, and had direct oversight for SoftBank's operating companies. As an entrepreneur, Marcelo built Brightstar from a small local distributor to the world's largest global wireless distribution and services company. In addition, Claure led the turnaround of US wireless telecommunications company Sprint and helped orchestrate its US$195 billion merger with T-Mobile. Shu Nyatta is the founder of Bicycle Capital. Before Bicycle, Shu was most recently a Managing Partner at SoftBank Group International, where he launched and managed two separate funds - the SoftBank Latin America Fund and the Opportunity Fund for early-stage investments in US-based founders-of-color. In the first part of his SoftBank career, Shu was a founding Partner of SoftBank's Vision Fund. Several companies have retained him on their boards as an independent board member following his departure from SoftBank, including Lemonade (NYSE: LMND), Kavak and Tribal Credit. Shu also serves on the board of Endeavor Global - the leading global community of, by and for high-impact entrepreneurs. In Today's Episode Featuring Bicycle Capital We Discuss: 1. From Deploying $10BN at Softbank to Founding Bicycle Capital: What was the founding moment for Marcelo and Shu in the founding of Bicycle? What does Shu believe is Marcelo's superpower? How has working with Marcelo changed the way he thinks? Why does Marcelo believe that he is not a good investor? How does Shu make him better, specifically? 2. Lessons from Investing $10BN at Softbank: What are 1-2 of the biggest lessons from investing $10BN over the last few years at Softbank? How did missing OpenAI and Nubank impact how Shu and Marcelo think and invest today? Why was losing $150M on Softbank's FTX investment, the biggest lesson of Marcelo's career? What are Marcelo and Shu doing differently at Bicycle, having seen how it went at Softbank? 3. The Venture World is Changing: Why do Marcelo and Shu believe the world of venture is changing? How is it changing most? Why are founders going directly to LPs to raise rounds today, over going to VCs? Do Marcelo and Shu believe that many VCs provide value? Who will win in the next 10 years of venture? Who will lose? Why do Marcelo and Shu believe you should not invest in founders that do not take your advice? Do Marcelo and Shu agree with the statement that "the best founders do not need your help"? 4. LATAM is Under Construction: It is Time to Build: What are the two reasons that the next decade will be the best ever for LATAM? What are the biggest misconceptions about the LATAM tech market? How do Marcelo and Shu answer the question of the lack of liquidity available with few M&A deals taking place and very few LATAM companies listing on the NASDAQ? How do Marcelo and Shu evaluate the withdrawal of foreign capital from LATAM tech markets? Is it good or bad? Have a load of US funds lost money on early-stage LATAM deals?

On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital market, what's going on at Goldman Sachs, the Vision Fund's $32 billion loss, quiet luxury, and much more!Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares on Animals Spirits: Talk Your Book next week. For more information on KLIP, visit: https://kraneshares.com/klip/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.

This Week in Startups is presented by: VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes. OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist iConnections is a platform to connect and meet with elite capital allocators through their online platform and bespoke events. The first 25 VC funds to sign up for iConnections Miami 2024 event in January of next year will receive a 20% discount! Head to iConnections.io/twist to sign up today! * Today's show: Brad Gerstner and Mubadla's Ibrahim Ajami join Jason as they discuss their first impressions of the UAE (1:33). They then converse about how the UAE is attracting startup talent, unclogging the capital allocator log jam, and investing in relationships (19:43)! Follow Brad: https://twitter.com/altcap Follow Ibrahim: https://twitter.com/IbrahimAjami * Time stamps: (0:00) Brad and Ibrahim join Jason (1:33) First impressions of the UAE (10:25) Veed - Head to https://www.veed.io/pricing?utm_campaign=TWIS&utm_medium=Marketing&utm_source=YouTube and start creating professional-quality videos in minutes! (11:55) The story of Mubadala (19:43) Attracting talent to the UAE (26:53) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (28:21) The shifting perspective of the UAE and the opportunity it presents (35:07) The level of curiosity in Abu Dhabi (37:02) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist (38:21) Adjusting to the changing market (41:58) Mubadala's portfolio and investing in SoftBank's Vision Fund (49:40) Getting fit (56:27) Unclogging the manager log jam and the denominator problem (1:04:59) Investing in relationships (1:11:38) The progression of the UAE * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Buy ANGEL Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

Michael Ronen has gone from investor to entrepreneur and back again. During which he helped the massive Vision Fund, and raised over $100M for his own venture. His startup, Branded, has attracted financing from top-tier investors like Kreos Capital, Lurra Capital, Target Global, and Declaration Partners.

'Tailor your consumption' and ‘consume critically' are all sentiments we use a lot over at TMS. When we are constantly bombarded by endless streams of content and social norms, what does it look like to intentionally curate your feed and critically think when confronted with problematic content on regular basis?

Misogyny, red pill and predatory advice - we saw it all in 2022, but what is the future of the gender wars in 2023? Are we finally leaving it behind? The sisters weigh in, in today's episode.

I'm here with you all as we wait for the end of Twitter together. Unless it doesn't die. In which case, I dunno. Masa Son is actually personally in hock to the Vision Fund now that all its investments have gone pear shaped. A weird end of an era for Facebook. It's not about status updates anymore. And, of course, the Weekend Longreads Suggestions.Sponsors:Storyblok.com/ridehomeLinks:Hundreds of employees say no to being part of Elon Musk's ‘extremely hardcore' Twitter (The Verge)Tweet thread on why @peterclowes left TwitterMasayoshi Son owes $4.7bn to SoftBank following tech rout (FT)End of an Era: Facebook Takes Sexuality, Religion, Address, and Politics Off of Your Profile (Gizmodo)Weekend Longreads Suggestions:Tweet thread from @MosquitoCapital on the many ways Twitter could breakNvidia RTX 4080 review: performance, for a price (The Verge)1Password wants to ditch passwords without locking you in to one platform (Fast Company)Why Big Tech Is Throwing $1 Billion at Sucking CO2 From the Air (CNET)My Mastodon handle: @ridehome@toot.communitySign up for Post: https://post.news/?r=zXrzhSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

J+M discuss Meta's new text-to-video tool and what the future of creativity might look like (2:59), then they break down Zuck's grand plan (14:49) before discussing what a recession might mean for startups (27:18) and SoftBank reportedly cutting 30% of its Vision Fund staff. (36:41) (0:00) J+M intro today's segments! (2:59) Meta announces text-to-video tool (13:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:49) Breaking down Zuckerberg's grand plan (21:58) Meta freezes hiring, signals that we've entered a recession (25:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (27:18) How a recession and big tech layoffs will impact startups (35:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (36:41) SoftBank is reportedly planning to cut at least 30% of Vision Fund staff (41:29) Jason welcomes Lon Harris and the pair discuss HBO's House of the Dragon and its 10-year time jump (51:37) Warner Bros Discovery sued for allegedly misrepresenting HBO Max subscribers by 10M during the Discover / WarnerMedia merger (57:48) Favorite actors to watch doing anything, rockstars in today's world (1:03:03) CCP censors a popular film for its realistic depiction of rural life in China FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047 https://cloudedjudgement.substack.com/p/clouded-judgement-81222 https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801 https://fred.stlouisfed.org/series/FIXHAI https://www.newyorkfed.org/microeconomics/hhdc https://twitter.com/AndrewYang/status/1556987104219090945 https://twitter.com/andrewcuomo/status/1556990308424028163 https://twitter.com/elonmusk/status/1546669610509799424 https://twitter.com/michaeljburry/status/1557934401505308672

Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21) (0:00) Jason intros today's guests and topics: Crossover Pod with Acquired! (1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify (13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (14:52) Jason makes two live Jay Trades, better solutions for employee stock options (26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist (27:25) Crypto regulation, VC token sales (39:33) Zapier - Try for free today at https://zapier.com/TWIST (41:02) The burden of going public, final ideas on digital asset regulation (45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage (1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry (1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising

Jason breaks down SoftBank's Vision Fund losing $21B+ last quarter and reflects on how founders should approach raising capital from megafunds. (2:11) Then, Jason reflects on lessons learned from the tough DTC space (27:05) and gives a quick Jay Trading update! (36:17). To wrap, NutriSense CEO Alex Skryl joins J+M to break down the benefits of continuous glucose monitoring! (47:37) (0:00) Jason tees up today's solo news + founder interview! (2:11) Jason breaks down SoftBank's Vision Fund losing ~$21B+ last quarter and analyzes some clips from Masayoshi Son's investor presentation (11:31) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (12:54) Jason disagrees with Masa's new strategy and direction and explains how founders should approach raising capital by megafunds like the Vision Fund and differences between how Uber and WeWork deployed SoftBank capital (22:46) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (24:06) Reviewing the biggest hits and misses from Vision Fund I (27:05) Lessons learned from DTC shutdowns, how VCs deploy capital in a downturn (34:45) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (36:17) Jay Trading update: $DIS, $AMZN, $WBD, $SFIX (47:37) Nutrisense CEO Alex Skryl joins to talk glucose monitoring benefits, biohacking, and more!

Masa Son takes another one on the chin, another record loss. The US Treasury is sanctioning a major crypto mixing service. Netflix Gaming is off to a good start or a terrible one, I can't tell. One of the streaming services is biting the dust. And since we're aware of the car industry data tracking issue, how much data is Tesla already tracking about your driving?Sponsors:Gusto.com/rideCyberSecurityInside.com/rideLinks:SoftBank plans Vision Fund job cuts after record net loss (Reuters)US Treasury sanctions cryptocurrency mixer Tornado Cash (The Block)Twilio hacked by phishing campaign targeting internet companies (TechCrunch)Nvidia warns on second-quarter revenue, shares dip (CNBC)Netflix is expanding its push into video games, but few subscribers are playing along (CNBC)HBO Max, Discovery+ to Merge Into Single Streaming Platform Starting in Summer 2023 (Variety)The Radical Scope of Tesla's Data Hoard (IEEE Spectrum)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The CEO of SoftBank, Masayoshi Son, promised to be more disciplined with his investing after billion-dollar losses piled up in the firm's first Vision Fund. But as the market for tech stocks and startups turns downward, the firm is now finding itself in a similar position. WSJ reporter Eliot Brown joins host Zoe Thomas to discuss why SoftBank may emerge as one of the biggest losers in the tech downturn, again. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stream the Apple Original series WeCrashed, starring Jared Leto and Anne Hathaway. Premieres March 18 only on Apple TV+ https://apple.co/-WeCrashedMasayoshi Son, the head of Softbank's Vision Fund, gives billions to WeWork. “Masa” has just one instruction for Adam Neumann: dream big. Adam and his company go on a spending spree. They buy up everything from companies to buildings to new homes. Big dreams can be a good thing—unless they cease to be tethered to any sense of reality.Listen ad free with Wondery+. Join Wondery+ for exclusives, binges, early access, and ad free listening. Available in the Wondery App. https://wondery.app.link/wecrashedSupport us by supporting our sponsors!IPVANISH- Head to ipvanish.com/CRASHED and use Promo Code: CRASHED to claim your 70% OFF your yearly plan!TALKSPACE- Sign up today at talkspace.com and get $100 OFF your first month with Promo Code: CRASHED!BABBEL- Go to babbel.com and use Promo Code: CRASHED for 6 MONTHS for the price of 3!MONDAY.COM- Sign up for your FREE 2 WEEK trial at monday.com/podcast!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.