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Bryan Johnson’s Don't Die Movement, SoftBank's AI Gamble & Perplexity's Browser Bids | Aug 14, 2025

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Aug 14, 2025
Bryan Johnson, a pioneer in longevity and the 'Don't Die' movement, shares his vision for extending life and the growing business behind it. Rodrigo Liang, CEO of SambaNova, discusses his company’s energy-efficient AI chips and their bid to rival NVIDIA. Cory Weinberg dives into SoftBank's sweeping $9.7 billion investment in OpenAI, exploring the strategic implications for the tech giant. Together, they examine the intersection of technology, investment, and health, showcasing how innovation is reshaping our future.
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INSIGHT

Vision Fund 2 Could Be SoftBank's Redemption

  • SoftBank's Vision Fund 2 placed nearly $9.7B into OpenAI using borrowed bank funds and could mark up rapidly if secondary sales value OpenAI at higher multiples.
  • Masayoshi Son benefits economically from Vision Fund 2 gains, creating potential misalignment with SoftBank Group shareholders.
INSIGHT

SoftBank Is OpenAI's Biggest Backer

  • SoftBank has become the single largest capital provider to OpenAI, committing most of a new $40B+ funding round so far.
  • If employee share sales value OpenAI near $500B, SoftBank's stake could be marked up substantially in months.
INSIGHT

Browsers As Distribution For AI Search

  • Perplexity pursued multiple browser targets including Browser Co, DuckDuckGo, and Brave to gain distribution and user context advantages.
  • The company seeks browser ownership to accelerate AI search adoption by integrating browser signals into its features.
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