저자: 미상 · 외국인
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소프트뱅크 창업자 손정의의 투자 이력을 정리한 교육용 영상으로, 특정 종목의 향후 1~3개월 가격 방향에 대한 예측은 없음 과거 실패와 전략: 2000년 닷컴 버블로 약 700억 달러 손실을 봤고, 이후 약 1,300개 기업에 투자했으며 대부분 실패했다고 설명 주요 투자 사례: 2005년 애플 아이팟/아이폰 관련 협력, 2000년 알리바바 약 2,000만 달러 투자(상장 시 약 900억 달러 가치로 평가), 2013년 스프린트 210억 달러 인수, 2016년 영국 ARM 314억 달러 인수(반도체 설계 점유율 높다고 언급) 비전펀드: 2017년 1,000억 달러 규모 펀드 조성, 사우디 왕세자로부터 450억 달러 투자 유치, 특이점(싱귤래리티) 개념과 AI 발전을 핵심 비전으로 제시 기타: 2017년 인도에 향후 10년간 100억 달러 투자 계획 언급. 영상은 소프트뱅크 주요 투자 역사 정리를 결론으로 함 리스크 및 조건: 영상 자체는 투자 조언이 아닌 과거 사례 소개이며, 실패 사례가 다수라는 점을 강조 출연자 전망: 특정 자산에 대한 단기·중기 예측 발언 없음
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welcome to episode 2 Oh a master you see son from losing 70 billion dollars to investing 100 billion dollars this is an outline of episode 2 Oh a recap from last episode 207 how he lost 70 billion dollars in dot-com bubble in 2000 how did you feel losing 70 billion dollars of network I was so close to you know fall down from the cliff we almost Massa you see son is an important stage thinker other famous stage thinkers are calm ups Steve Jobs Bill Gates Carlos Slim and Jack Ma please see my episode 195 50 years my life plan since then he had invested in 1,300 companies most of them failures of course very broadly these are the four most important stages stage number one the PC stage stage number two the Internet age stage number three the mobile Internet age stage number for singularity age and now the mobile internet age Masayoshi Son was even a little bit ahead of seif job in 2005 Apple boss with a drawing of mobile enabled iPod jobs threw it back laughing that he didn't need a shitty little drawing Apple was working on its own so son said well I don't need to give you my dirty paper but once you have your product give it to me for Japan jobs agreed he had nothing to lose the iPhone didn't even exist and I didn't own a mobile network at that time but he soon would Softbank would buy out and Trini would have on Japan's Network in late 2000 six months later he had the iPhone exclusive that sounds great now but in 2007 the device wasn't such a sure thing the Alibaba investment this is the most successful investment in the world and then you decide at some point to start investing one of the investments you made is considered by many people to be the most successful investment in the history of mankind you invested roughly 20 million dollars in Alibaba and at the time it went public it was worth roughly 90 billion dollars so 20 million to 90 billion is a return about four thousand five hundred percent now Jack Ma is a very distinguished individual now now one of the most successful entrepreneurs in the world what is it that made you feel this was worth putting in twenty million dollars well he had no business plan and zero revenue employees maybe 35 40 employees but his eyes was very strong strong strong shining eyes I could tell from the way he talked the way he look at he has a college but he has a leadership so his business model was wrong it's the way he talked the way you know he can bring young Chinese people following him in 2013 he took over sprint for 21 billion dollars to fight AT&T and Verizon in the United States yeah well you know in this market it's dominated by Verizon and AT&T so Sprint is a distant third it's a huge move for Softbank and Sprint to be kind of relevant in this market you know I think what what Masayoshi Son ambition is to be number one in the world in 2016 Softbank completed the purchase of a RM the chip design company based in UK for thirty one point four billion dollars the well was shocked this was the biggest ever purchase of a European technology company recently you did the biggest investment you've ever made in a company called AR M yes arm which is a semiconductor manufacturer based in London why did you spend thirty 1 billion dollars buying a semiconductor manufacturer when many people think that that's not the future it's actually a study for billion network yeah it's not the manufacturer it's a design design house they design all the chipset they have ninety-nine percent market share for any smartphone that you have in your pocket is has ninety-nine percent market share 100 billion dollar vision fun in 2017 fun that you're now raising the vision fund it's supposed to be a fund of a hundred billion dollars now that would be the biggest fund ever raised so when you told people you were gonna raise a hundred billion dollar fund did they tell you you were a little crazy Oh some people said you had a meeting with a man who was the deputy Crown Prince of Saudi Arabia who's now the Crown Prince of Saudi Arabia and as I understand the story you went in and in one hour you convinced him to invest forty five billion dollars no no it's not true okay forty-five minutes forty five billion dollars okay sorry okay I apologize in other words if you had had 1 billion dollars per minute what could you have said that was that persuasion to get 45 billion in one meeting well actually I said I give you a trillion dollars but what is it that you told people what was the vision that you actually gave them so one vision which is singularity singularity is the concept that the computing power complete computers artificial intelligence surpass mankind's brains today already computer is smarter than mankind for chess or go or weather forecast to some expert systems computer is already smarter but in 30 years most of the south that we are thinking they will be smart I have a vision I have a vision of singularity that's really coming so we created vision fun we go and change the world together and create a better world in 2017 his vision is to invest 10 billion dollars in India in the next 10 years what have I learned today I have chronicled the most important investment of Softbank iPhone Alibaba sprint erm and finally mission fun my next video will be Masayoshi Son ten lessons wishing everyone peace and prosperity
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