Softbank Vision’s Vision, from 2 years ago

At Founders  Forum 2017, the new CEO of Softbank Vision Fund gave a talk. 

My notes:

Rajiv Misra
OsiSoft 
NVidia
ARM

Enterprise software is much stickier than chips, which can be replaced 

Alibaba
Sprint
SoftBank Mobile
China Mobile is a friend
Investors in the fund are Apple, Sharp, Qualcomm
They will be friends and suppliers.
We are Apple's largest client. We buy $9bn of phones per year (Softbank)

Kabbage
Sofi
We are on of the top 15 fee payers in the world

SoftBank –
Take US businesses to globe

Maybe SilverLake is similar
14 year investment maturity

Masa Qualities
Vision 
Tenacity
Fearlessness