Vision Fund Insights
The discussion highlights the complexities of the vision fund's current valuation, emphasizing that much of its gains are tied up in the stock market's volatility. The conversation also revisits the concept of the inverse J curve in relation to SoftBank's investment strategy, questioning the expected timeline for returns in late-stage investments. Despite recent successes, there’s a lingering concern about the overall performance after five years of operation.In this clip
From this podcast
Equity
Hundreds of SPACs waiting in the woods
Related Questions
How does SoftBank take mega risks in Season 2, Episode 4: SoftBank, Fortress and the Vision Fund and the clip SoftBank's Vision Fund?
How should a venture capitalist think about investing across different stages (seed vs. growth) and having different funds for it, based on the episode E12: Jamie Rhode on Why 95% of LPs Can Only Achieve a 10% IRR when the Mean Return is 50% IRR and the clip Venture Investing Insights?