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Motley Fool Money

What Does Masayoshi Son Want?

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 1 February 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like? Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss: - Masa Son’s instincts as a salesperson and investor. - Why the founder is still driven by his roots. - Questions for anyone who’s tempted to put their life savings into SoftBank. Tickers mentioned: SFTBY, NVDA Host: Ricky Mulvey Guest: Lionel Barber Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's a vision of a society transformed or soon to be transformed by artificial general intelligence.

0:11.0

I think he's now talking about super intelligence, where, I mean, frankly, the robots are going to be smarter than the human beings,

0:19.0

and they're going to take over an awful lot of tasks.

0:22.7

And what he wants to do is insert himself in the middle of this system.

0:30.1

I'm Mary Long, and that's Lionel Barber. He's the former editor-in-chief of the Financial

0:34.3

Times, where he worked for several decades. He's also the author of

0:37.8

the new book, Gambling Man, a biography about Masayoshi-San, the storied founder and CEO of SoftBank.

0:44.3

My colleague, Ricky Moldi, caught up with Barber for a conversation about what makes

0:48.7

Masayoshi-San tick, his skills as a salesperson, life at the Vision Fund, and some important questions for anyone who's tempted

0:57.0

to put their life savings into SoftBank.

1:00.0

Heads up that this interview was recorded in early January,

1:03.0

before it was announced that SoftBank would be working to fund

1:06.0

Stargate, the joint AI infrastructure venture between OpenAI, Oracle, and others. That announcement doesn't change any of the information shared in this conversation,

1:14.6

but we think it does make it all the more relevant.

1:17.6

We hope you enjoy, Fools.

1:23.6

As we dive into your biography, there's plenty of current events to talk about with Masa's son,

1:29.7

but there's an easy place to start with your book because you describe him as a fool with the

1:35.0

capital F is a jester. And for the fools listening, I know they'll be interested to hear why.

1:40.3

It's something we take seriously here at the Motley fools. You want to be foolish with the capital

1:44.1

F. So why is Masa son a fool? Well, in the great King Lear tradition, the fool is the person who

1:52.2

speaks truth to power, but also is the kind of the fly in the ointment. And in Japan, which is a very

1:59.8

hierarchical society, top down, they're very

...

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