저자: MasayoshiSon · 외국인
요약 보기
결론: 마사요시 손은 향후 30년 내 특이점(싱귤래리티) 도래를 확신하며, 이에 맞춰 AI·IoT 중심의 대규모 투자를 지속한다. 핵심 주장: 소프트뱅크 비전펀드는 1,000억 달러 규모로, 전 세계 벤처캐피털 총액(약 650억 달러)보다 크다. 근거 수치: 소프트뱅크는 최근 Arm 지분 약 320억 달러를 현금으로 인수했다. 소프트뱅크의 Alibaba 다음으로 큰 IPO 규모는 235억 달러 수준으로 언급됐다. AI 전망: 인간 뇌 뉴런 약 300억 개에 해당하는 트랜지스터 수를 컴퓨터가 넘는 시점을 2018년으로 추정했고, 이후 30년 내 뇌 대비 약 100만 배 연산 능력 향상을 전망했다. 로봇 전망: 초지능이 이동형 기기·로봇에 결합하면 생활방식이 크게 바뀌며, 30년 내 스마트 로봇 개체 수가 인류 인구를 넘어설 것이라 주장했다. 언급 종목: 소프트뱅크, Arm(IoT·AI 관련), Alibaba, Yahoo Finance, Sprint 등이 언급됐으나 방향성 발언은 없음. 리스크·조건: 명시적 리스크 언급은 없고, 장기 비전 중심의 설명이다. 출연자 전망: 장기(30년) 관점의 AI 낙관론이며, 단기 가격 방향 예측은 없음.
다듬은 글
hey this is Sunday pun and welcome to San compounding I'm gonna take you to the world of investing in Japan and I'm gonna introduce it a great investor masa oshi son who's the chief executive billionaire investor and owner of soft Bank conglomerate Softbank has multiple holdings like Yahoo Finance in Alibaba and in Sprint it owned sprint stake in America the telecom provider and it has local telecom dominance in Japan Softbank recently did its large second largest IPO ever after Alibaba for a whopping twenty three point five billion dollar IPO and Masayoshi son is a prolific investor and his current focus is on artificial intelligence and Internet of Things recently they put a stake of thirty two billion dollars in arm which is a company focused on IOT and he is super excited about the impact artificial innocence can make in the mankind and what what influence it can do in the next thirty years he has conceptualized her term called singularity which was predicated on the concept of rapid proliferation of sentient robots which can surpass or outpace the human minds in the next thirty years he is all investments and next set of focuses are primarily based on this concept of singularity Masayoshi son is a great investor whom we should take and track closely here are few investing principles from the great investor Masayoshi Son the Softbank vision fun there is 100 billion dollar fund this hundred billion dollars is bigger than one wife every venture chapter is added together worldwide venture capitalists volume of the captain is 65 million dollars worldwide US China Japan all over Europe everybody added together 65 million soften vision fund that I just recently announced it's 100 billion dollars so just by ourselves bigger than entire venture capitals all together just several months ago I've announced acquisition of our 32 billion dollars I spent in cash so why do I spend that much cash why do i allocate that much cash to more to invest because i have a belief I have a vision for the next 30 years so let me ask let me ask how many of you know the world the meaning of singularity so please raise your hand who knows the meaning of signal okay what a half good only a couple of years ago when I asked the same question about 1% 2% depending on the audience but only one or two percent people raised hand of course the people here are smarter people so if I ask the same person on the street on the street average people how many people present do they know probably two three percent so this is the concept still not many people on the average understand yet or believe yet I totally believe this this right so for those of people who did not raise hand please understand this is the meaning that the day computer blame the artificial intelligence sub past mankind brain so when we talk about the blame power of human mankind typically this is not the only way but typically when we count the IQ average people's IQ is 100 so if the genius like Einstein or da Vinci if you talk about their IQ people say they are referring to hundred so anyway if you have 200 IQ you are called the genius I don't know how many people here has 200 IQ I don't but anyway 200 if you have genius 100 average probably our IQ on this room is a little bit better than honey I hope but anyway what is the same measurement IQ 30 years later the computer will have one should computer go hard I would say it will be entered so what should we call if the guy has 200 IQ we call them genius if a guy has 10,000 in IQ what should we call super intelligence okay that is a beyond our average people's imagination how smart they are but in 30 years I believe this is going to become a reality so what should we do anyway the when we count the power of our brain our brain is consist of neurons neurons attacks this attacks it's a binary system it's attached well disattached no attacks zero or one that's how our brain functions that's how our neural functions to memorize would think or calculate so in the same kind of measurement we have transistor in a chip how many binary system do we have in mankind main brain has about 30 billion cells noodles in transistors when does the 30 billion binary system surpassing I calculated about 20 years ago estimate I estimated about 20 years ago and I said should be here 2018 and just a few years ago I recalculate and again it was year 2018 all right if this year 2018 is few years wrong I don't care right five years earlier or later it's just a margin of error the point is a mankind for last 2000 years four thousand years had a same number of noodles in their brain we didn't we didn't improve the hardware of our brain but this in next 30 years is going to be 1 million times more so when you have crossed over 30 billion chips with the transistors does it get smarter than our brain wanna of course there is a software algorithm and so on not just hardware wise but if you have a million times more binary system I would say they will be smarter than us smarter than us IQ 10,000 ok so anyway this verse of super intelligence is happening definitely in in the next 30 years big times crossing over so these super intelligence built-in integrate into the robot smart robot okay we have pcs we have a smartphone they don't move but if those super intelligence goes inside the moving device robot okay then the world our lifestyle dramatically changes I would say this automobile they become a smart robot in my definition they have they would have a super intelligence and they move in my definition into smart world one of the kind so there will be many kinds flying cemaat robot swimming big micro run many different shapes two legs full legs hundred legs but anyway the population of smart robot surpassed mankind's population in next thirty years that's my deal they they have a passion they have a vision and their founders of you know huge brand because they are pioneer they pioneered electronic industry they pioneered automobile industry in Japan fighting with incumbents not helped by the government but they made themselves it is having passion having dream for your own life life is only one time
Comments 0