Soft bank vision fund one is marked at a hundred 35 billion. Do we believe the marks? The private company values inside of soft banks holdings in relation to their netaset value? Another hot market was d do c branc directo consumer and friend of our pod a, helena prince hambrick,. She's going througout an assignment for the benefit of creditors. This actually might be a mistake. If you could actually deploy a money a, you would want to deploy it now when the valuations are low. But unfortunately, they didn't apparently have a lot of cash here.
Jason breaks down SoftBank's Vision Fund losing $21B+ last quarter and reflects on how founders should approach raising capital from megafunds. (2:11) Then, Jason reflects on lessons learned from the tough DTC space (27:05) and gives a quick Jay Trading update! (36:17). To wrap, NutriSense CEO Alex Skryl joins J+M to break down the benefits of continuous glucose monitoring! (47:37)
(0:00) Jason tees up today's solo news + founder interview!
(2:11) Jason breaks down SoftBank's Vision Fund losing ~$21B+ last quarter and analyzes some clips from Masayoshi Son's investor presentation
(11:31) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(12:54) Jason disagrees with Masa's new strategy and direction and explains how founders should approach raising capital by megafunds like the Vision Fund and differences between how Uber and WeWork deployed SoftBank capital
(22:46) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(24:06) Reviewing the biggest hits and misses from Vision Fund I
(27:05) Lessons learned from DTC shutdowns, how VCs deploy capital in a downturn
(34:45) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(36:17) Jay Trading update: $DIS, $AMZN, $WBD, $SFIX
(47:37) Nutrisense CEO Alex Skryl joins to talk glucose monitoring benefits, biohacking, and more!