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Companies

SoftBank

Mentioned in 45 analyzed podcast episodes across 10 shows

A Japanese telecommunications and investment conglomerate primarily discussed in podcasts for its massive capital commitments to AI infrastructure, notably contributing $30 billion to OpenAI's record-breaking funding rounds and partnering with NVIDIA and Microsoft on compute buildout. The company also holds significant tech assets, including approximately 90% ownership of semiconductor designer ARM (worth ~$140 billion) and former robotics company Boston Dynamics, while pursuing emerging technologies like HAPS stratospheric internet through partnerships. CEO Masayoshi Son has become a prominent figure in AI investment discourse, with the company's Vision Fund serving as a benchmark for the scale of major tech infrastructure investments.

Episode Mentions

Better Offline

Better Offline · May 15, 2026

Monologue: AI Is Making The Tech Industry Weak

Investing in OpenAI's $122B funding round in monthly installments

AI Industry Financial Transparency and Accounting PracticesData Center Construction and Capacity BottlenecksLLM Code Generation Quality and Software Engineering Impact
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · May 14, 2026

RIP Golden Age of Agent Experimentation 2026-2026

Attempted acquisition of Cerebrus alongside Arm before IPO, signaling consolidation interest in AI infrastructure companies

Anthropic Pricing Model ChangesAI Token Subsidies and EconomicsThird-Party Developer Relations
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Bloomberg Tech

Bloomberg Tech · May 13, 2026

Anthropic Eyeing Over $900 Billion Valuation

Majority owner of Arm; participated in failed $100B acquisition attempt of Cerebras in early May

U.S.-China AI Chip Export PolicyNVIDIA H200 Chip Access and Chinese Market RestrictionsAnthropic Funding Round and Valuation Dynamics
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Bloomberg Tech

Bloomberg Tech · May 8, 2026

CoreWeave Shares Drop After Forecast Sparks Growth Fears

Targeting $6B loan backed by OpenAI stake after creditor hesitation; down from initial $10B target

AI Infrastructure Capacity and Data Center ScalingTech Sector Layoffs and AI-Driven Workforce AutomationGen Z Employment Crisis and Skills Gap
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Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok

Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing AI infrastructure margin loan target from $10B to $6B amid funding boom

Anthropic Funding and IPO StrategyAI Infrastructure and Compute SpendingMicrosoft-OpenAI Strategic Partnership
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Anthropic

Anthropic · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing AI infrastructure margin loan target by 40% from $10B to $6B

Anthropic Fundraising and Valuation StrategyAI Model Selection and Consumer ChoiceApple Intelligence and AI Hardware Integration
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The Run-Up AI

The Run-Up AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Cutting OpenAI margin loan target by 40% from $10 billion to $6 billion

Anthropic $1 trillion valuation fundraisingAI company IPO strategies and pricingOpenAI governance and leadership crisis
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The Last Invention is AI

The Last Invention is AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Cutting OpenAI margin loan target by 40% from $10B to $6B amid funding market shifts

Anthropic Funding and Valuation StrategyAI Infrastructure and Compute Capacity PlanningOpenAI Governance Crisis and Leadership Dynamics
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The Daily AI

The Daily AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing OpenAI margin loan target by 40% from $10B to $6B

Anthropic Funding and ValuationAI IPO Projections and Secondary MarketsTech Industry Layoffs and Restructuring
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The AI Podcast

The AI Podcast · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing OpenAI margin loan target by 40% from $10B to $6B amid AI funding market dynamics

Anthropic Funding and Valuation StrategyAI Infrastructure Investment and Compute CapacityOpenAI Governance Crisis and Leadership Disputes
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Personal AI

Personal AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Cutting OpenAI margin loan target by 40% from $10B to $6B, signaling reduced confidence in AI funding appetite.

Anthropic Funding and IPO StrategyAI Model Selection and IntegrationSpaceX TerraFab Infrastructure Investment
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No Priors AI

No Priors AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Cutting OpenAI margin loan target by 40% from $10B to $6B amid funding market dynamics

Anthropic Funding and Valuation StrategyAI Model Selection and Consumer ChoiceHardware AI Devices and Wearables
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Latent Space AI

Latent Space AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Cutting OpenAI margin loan target by 40% from $10 billion to $6 billion

Anthropic Funding and Valuation StrategyAI Infrastructure Investment and Compute SpendingOpenAI Microsoft Strategic Partnership History
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Global News Podcast

Global News Podcast · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing OpenAI margin loan target by 40% from $10 billion to $6 billion

Anthropic Funding and Valuation StrategyAI IPO Market Timing and PricingMicrosoft OpenAI Investment Decision-Making
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AI Breakdown

AI Breakdown · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing AI margin loan target from $10B to $6B amid funding market uncertainty

Anthropic Valuation and IPO TimelineAI Infrastructure Investment and Compute CapacityOpenAI Governance Crisis and Leadership Disputes
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Claude AI

Claude AI · May 8, 2026

Anthropic Aiming for $1 Trillion Valuation

Reducing OpenAI margin loan target by 40% from $10B to $6B amid funding market shifts

Anthropic $1 trillion valuation funding roundAI company IPO valuations and secondary market pricingMicrosoft's early OpenAI investment strategy and competitive concerns
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What Bitcoin Did

What Bitcoin Did · May 6, 2026

Jack Mallers | Wall Street Is Rebuilding Around Bitcoin

Early minority investor in 21; sat on board during founding; provided capital for Bitcoin treasury company

Bitcoin as Money and Property RightsTreasury vs. Operating Business Models in BitcoinBitcoin-Backed Lending and Credit Products
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Prof G Markets

Prof G Markets · Apr 30, 2026

Ray Dalio: The World Order Has Unraveled

Major tech investor; fell 12% on OpenAI revenue miss, largest decline among related stocks

Big Cycle Theory and Five Forces FrameworkU.S. National Debt and Deficit SpendingDebt Service Cycles and Credit System Dynamics
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TBPN

TBPN · Apr 30, 2026

Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN

Stock slumped on OpenAI funding concerns and AI ROI uncertainty

Tech Earnings Analysis: Google, Amazon, Microsoft, Meta Q4 ResultsAI Infrastructure CapEx Justification and ROI TimelinesAzure Cloud Growth and Enterprise AI Adoption Metrics
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Tech Brew Ride Home

Tech Brew Ride Home · Apr 29, 2026

Elon V. Sam Day 2

Original Stargate joint venture partner; share price fell on reports of OpenAI missing internal revenue and growth targets

EU Digital Services Act (DSA) enforcement against MetaChild safety and age verification on social platformsOpenAI Stargate infrastructure project cancellation
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Bloomberg Tech

Bloomberg Tech · Apr 28, 2026

OpenAI Linked Stocks Fall on Report It Missed Targets

Major investor in OpenAI with tens of billions of dollars exposure; US-listed shares affected by selloff

OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google
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Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition · Apr 28, 2026

Trump Weighs Tehran Proposal; Kimmel Defends Comments about First Lady

Shares fell 10% in Tokyo trading after OpenAI missed targets; company committed $64B to OpenAI

Iran Nuclear NegotiationsStrait of Hormuz BlockadeUS-Europe NATO Relations
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Bloomberg Tech

Bloomberg Tech · Apr 23, 2026

Tesla Plans Additional $25 Billion in Spending

Seeking $10B loan secured by OpenAI shares as founder positions company in global AI boom

Tesla Capital Expenditure Strategy and AI InvestmentSemiconductor Manufacturing and Vertical IntegrationAutonomous Vehicle Deployment and Regulation
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ImpactAlpha Podcasts

ImpactAlpha Podcasts · Apr 10, 2026

Introducing ImpactAlpha Edge + Investors reflect on aquaculture fraud

Investor in E-Fishery alongside other venture capital firms

Iran conflict and Strait of Hormuz closure impact on global supply chainsFertilizer supply chain disruption and local bio-based production alternativesRenewable energy adoption in emerging markets driven by geopolitical risk
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Motley Fool Money

Motley Fool Money · Apr 1, 2026

Oracle Lays Off 30,000 and Nike Falls Flat Once Again

Participating in OpenAI funding round; taking on debt to fund AI investment rounds, indicating private market stress

OpenAI Funding and IPO StrategyAI Infrastructure Capital ExpenditureArtificial General Intelligence (AGI) Timelines and Contingencies
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Daily Tech News Show

Daily Tech News Show · Apr 1, 2026

OpenAI Insists It Makes Lots of Money - DTNS 5238

Participated in OpenAI's $122B Series D funding round

OpenAI Fundraising and ValuationGenerative AI Market CompetitionPost-Quantum Cryptography
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Elon Musk Podcast

Elon Musk Podcast · Apr 1, 2026

Oracle Fired 30,000 to Build AI

Capital provider in Stargate joint venture; contributing financial resources to $500B AI infrastructure initiative

AI Infrastructure Investment and FinancingMass Layoffs and Workforce AutomationStargate Joint Venture ($500 billion)
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TBPN

TBPN · Mar 27, 2026

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN

Owns 90% of ARM after $25-30B acquisition in 2016, holdings now worth approximately $140B

ARM chip manufacturing strategyAI data center moratorium legislationSocial media addiction liability
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TBPN

TBPN · Mar 26, 2026

Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret

Owns 90% of ARM, holdings worth approximately $140 billion after stock surge

ARM chip manufacturing strategySocial media addiction litigationAI data center regulation
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Better Offline

Better Offline · Mar 25, 2026

NVIDIAdrome with Steve Burke of GamersNexus

Required to raise $40B to fund $30B OpenAI investment; deal status unclear

DLSS 3 Generative AI Features and Gaming Community BacklashNVIDIA GPU Smuggling and Export Control ViolationsData Center Construction Bubble and Speculative Infrastructure
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TBPN

TBPN · Mar 21, 2026

Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN

Vision Fund compared to Bezos' $100B manufacturing fund proposal

AI Manufacturing InvestmentSemiconductor Export ControlsPrivate Equity Manufacturing Rollups
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Big Technology Podcast

Big Technology Podcast · Mar 20, 2026

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

Vision Fund comparison for scale of Bezos's proposed $100 billion manufacturing fund

OpenAI enterprise pivot strategyAnthropic competitive advantage in enterprise marketAI-driven layoffs and unemployment concerns
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Motley Fool Money

Motley Fool Money · Mar 2, 2026

NASA Doubles Down on the Moon

Contributed remaining funding to OpenAI's $110 billion round after Amazon and NVIDIA commitments

Berkshire Hathaway Leadership TransitionWarren Buffett CEO Succession PlanningGreg Abel Management Philosophy
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This Week in Startups

This Week in Startups · Feb 28, 2026

The Biggest Private Funding Round in History | E2256

Contributing $30B to OpenAI's record funding round

OpenAI funding round analysisAI employment impactStartup hiring frameworks
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Daily Tech News Show

Daily Tech News Show · Feb 27, 2026

Anthropic and OpenAI Draw a Red Line for the Pentagon - DTNS 5215

Co-led OpenAI's record $110B funding round, signaling major capital commitment to AI infrastructure.

AI Weapons and Autonomous Lethal SystemsMass Surveillance and AI Dragnet TechnologyPentagon AI Procurement and Defense Contracts
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Big Technology Podcast

Big Technology Podcast · Feb 20, 2026

OpenAI’s $100 Billion Funding Round, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie

Expected to contribute $30 billion to OpenAI's funding round

OpenAI $100 billion funding roundAI agent development and deploymentEnterprise software API-first architecture
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Elon Musk Podcast

Elon Musk Podcast · Feb 20, 2026

AI UPDATE: The AI Industry Is a $300 Billion House of Cards Built on Stolen Books and Broken Promises

Partner in Stargate UAE initiative for one gigawatt AI cluster launching Q3 2026

Reasoning Models and System 2 ThinkingAgentic AI and Autonomous Code GenerationAI Infrastructure and Data Center Scale
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MIT Technology Review Narrated

MIT Technology Review Narrated · Feb 18, 2026

Stratospheric internet could finally start taking off this year

Japanese telecommunications giant betting on HAPS technology; partnering with Sky for 2026 stratospheric connectivity trials

High-Altitude Platform Stations (HAPS) TechnologyStratospheric Internet ConnectivitySatellite Internet Mega-Constellations
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Better Offline

Better Offline · Feb 4, 2026

Hater Season: Openclaw with David Gerard

Invested $20 billion real dollars in OpenAI for $40 billion in imaginary equity valuations

Prompt Injection Security VulnerabilitiesAI Agent Architecture and Design FlawsAPI Cost Economics and Unsustainable Spending
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The Artificial Intelligence Show

The Artificial Intelligence Show · Feb 3, 2026

#195: Moltbook Goes Viral, OpenAI Seeks $100B, Microsoft Stock Plummets & SpaceX-xAI Merger Rumors

In talks to invest up to $30 billion in OpenAI

AI Agent NetworksOpenAI FundraisingMicrosoft Stock Performance
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The Artificial Intelligence Show

The Artificial Intelligence Show · Jan 13, 2026

#190: ChatGPT Health, Audience Reactions to AGI, Claude Code Use Cases, xAI Raises $20B & Big Gmail AI Updates

Former owner of Boston Dynamics; investing in AI infrastructure through sovereign wealth fund

ChatGPT Health and Medical Record IntegrationClaude Code and AI Pair Programming for Knowledge WorkersLovable: No-Code AI App Development
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The Compound and Friends

The Compound and Friends · Jan 9, 2026

It's not 1929, but it might be - Andrew Ross Sorkin

Venture capital vehicle providing backdoor exposure to private AI investments; example of institutional leverage in AI space

1929 Crash Historical Parallels and DifferencesFederal Reserve Policy and Interest Rate DecisionsRegulatory Framework and Market Safeguards (SEC, FDIC, Capital Requirements)
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Tech Won't Save Us

Tech Won't Save Us · Dec 24, 2025

The Year in Tech w/ Jathan Sadowski & Brian Merchant

Major investor in OpenAI's funding rounds, pumping billions into AI infrastructure

Trump-Silicon Valley Alliance and Executive OrdersDOGE and State Capacity EliminationAI Bubble Economics and GPU Financialization
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The Artificial Intelligence Show

The Artificial Intelligence Show · Dec 16, 2025

#186: GPT-5.2, Disney-OpenAI Deal, New Trump AI Executive Order, OpenAI State of Enterprise AI Report, Teen AI Usage & Data Centers in Space

CEO Masayoshi Son named Time Person of the Year for AI leadership

GPT-5.2 Performance and Knowledge Work BenchmarkingDisney-OpenAI Licensing Deal and IP MonetizationTrump Executive Order on AI Regulation Preemption
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BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Partner with NVIDIA and OpenAI on OCI infrastructure buildout

Inference Scaling and Chain-of-ReasoningAccelerated Computing vs. General-Purpose ComputingNVIDIA's Extreme Co-Design Architecture
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