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All-In PodcastE91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
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Episode Details
EPISODE INFO
- Released
- August 13, 2022
- Duration
- 1h 9m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
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 #allin #tech #news
SPEAKERS
Chamath Palihapitiya
hostJason Calacanis
hostDavid Sacks
hostNarrator
otherDavid Friedberg
hostNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and Jason Calacanis, E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI explores SoftBank’s colossal Vision Fund losses, venture bubbles, and political fallout The episode centers on SoftBank’s Vision Fund posting a $21B quarterly loss and roughly reversing a prior $59B gain, using it as a case study in bubbles, fund design, and venture capital excess. The besties dissect Masayoshi Son’s risk-taking, the structural flaws in deploying $100B over five years, and how oversized checks and “kingmaker” strategies can distort company behavior and markets.
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