Michael and Johnny look at the recently unmasked NASDAQ Whale, Former VC Extraordinaire SoftBank. We cover its visionary founder, Masayoshi Son's story, SoftBank's history and investments.
In the News of the Week, Quibi is shutting down, Snap had a great 3rd quarter, and Twilio is acquiring Segment.
Recorded Date: Sunday, October 25, 2020
Time Stamps
- 00:00:18: News of the Week
- 00:08:00: Softbank History
- 00:18:48: Notable Acquisitions
- 00:25:04: Financials
Highlights
- Michael correctly predicted Quibi would shut down before the end of the year
- Snap had a great 3rd quarter - is this the start of their redemption arc?
- TikTok is stories
- Twilio's Segment acquisition is interesting!
- SoftBank is a ubiquitous power behind a lot of the things in the tech world
- Mark Cuban is the American Masayoshi Son
- SoftBank has been riding the right waves in technology trends since its founding
- Would SoftBank have been allowed to acquire a majority stake in a major American telecommunications firm today?
- SoftBank has the Infinity Gauntlet of the Ride-Sharing Industry
- SoftBank may be the only technology company that is known more for its investments in other firms than its own products/services - should it still be considered a technology company?
Links
