The David Rubenstein Show: Masayoshi Son
Summary
TLDRこのスクリプトは、世界で最も成功したテクノロジー投資家かつビジネスマンの一人である男性の人生とキャリアを振り返るインタビューです。彼は100億ドルのファンドを設立し、サウジアラビアの王太子に45分の会談で45億ドルの投資を獲得したエピソードから始まります。男性は、コンピュータの性能が人間の脳を超える「getSingletonarity」というビジョンを語ります。また、韓国系日本人として日本の偏見に直面し、より努力を重ねる原動力になったと語ります。16歳の時にマクドナルドの経営者と出会い、将来のビジネスアドバイスを受け、カレフォルニア大学バークレーでの勉強と並行して発明を行って成功を収めました。アリババへの投資は、20億ドルから9000億ドルと4500%の利回りで世界的に認められる投資となりました。インターネットバブルの崩壊で70億ドルの資産を失った経験から、事業を再建し、ARMというセミコンダクター設計会社の投資で3100億ドルを投じ、その将来性を語ります。最後に、彼は人工知能が人類に脅威を与える可能性があるが、最終的には共存できると信じており、人類を守るためにAIの発展を目指していると述べています。
Takeaways
- 💼 成功のビジネスパーソンとして、ビジョンファンドを設立し、世界最大級のファンドを目指した経験から学んだことがある。
- 👑 サウジアラビアの王太子に45分の会談で45億ドルの投資を獲得した戦略と説得力について語った。
- 🌟 将来の産業を見据えて、コンピュータ業界に注目し、若い時に積極的にビジネスを展開した。
- 📈 ソフトバンクの設立と、個人コンピュータの普及に伴い、ソフトウェアの需要が高まった時代を捉えた。
- 📈 アリババへの投資が、20億ドルから9000億ドルという驚異的なリターンを生んだ。
- 🤖 人工知能の進化と、それが人類の未来に与える可能性について述べた。
- 💡 ビジョンファンドの目的は、世界を変えるというビジョンを実現することに重点を置いている。
- 💸 過去に70億ドルの資産を失った経験から、リスクとチャンスのバランスの重要性を学んだ。
- 🏆 ARM社の投資は、世界中のスマートフォンに使用されているチップの99%の市場シェアを持つという戦略的な意義がある。
- 👵 韓国系日本人としての経歴と、それがビジネス活動に与える影響について語った。
- 🤝 将来の10年間で後継者を選ぶ予定であり、その後も指導とサポートを続ける考え方について述べた。
Q & A
ビジョンファンドの設立にあたり、あなたはどのような反論を聞きましたか?
-ビジョンファンドを設立すると言い出すと、多くの人が私を少しクレイジーだと思いました。
あなたがサウジアラビアの王太子に4500億ドルの投資を獲得した際の説得力は何でしたか?
-45分の会談で4500億ドルの投資を獲得しましたが、実際には「1兆ドルの贈り物」という視野を提供し、投資100億ドルで1兆ドルの価値を提供できると説明しました。
あなたはどのようにしてマクドナルドの社長に会うことができたのですか?
-長距離電話で何度かアシスタントに連絡し、とうとう東京へ飛び、3分間の顔を見せてもらうよう頼みました。結果として、15分の会話を通じてアドバイスをもらいました。
大学での生活で最も重要な学びは何でしたか?
-私はカリフォルニア大学バークレーで学びましたが、ビジネスを行っていました。最も効率的な時間の使い方として、発明品を考えて特許出願を行い、エレクトロニック辞書を開発しました。
ソフトバンクの設立の目的は何でしたか?
-個人コンピュータの時代が始まった時、ソフトバンクはソフトウェアの銀行のように、小規模なソフトウェアハウスから集めたソフトウェアを卸し、コンピュータストアに販売することで成功しました。
アリババへの投資はなぜ成功しましたか?
-ビジネスプランも売上もなく、社員も35~40人でしたが、马云氏の強烈な魅力とリーダーシップが私に強い信念を与えてくれました。
2000年代初頭のインターネットバブルの崩壊で失った7000億ドルの資産を失ったとき、どのように感じましたか?
-私にとっては非常に大きな損失でしたが、何とか生き延び、事業を再建しました。
ARM社の購入の意義は何ですか?
-ARM社はスマートフォンの99%の市場シェアを誇るチップセットの設計会社です。未来20年間で1兆個のチップを出荷する見込みで、その市場シェアと潜在的な価値を認識して購入しました。
人工知能が人類を脅かす可能性があると思いますか?
-危険性はありますが、人類の歴史を通じて戦争や対立がありましたが、今日では文明化が進んでいます。同様に、超知能ロボットがより効率的な共生を選び、人類と調和し合い、助け合い、愛情を育むでしょう。
将来、あなたのビジネスをどのように進めますか?
-60代で後継者を選ぶ予定で、今後10年間はそのような計画を進めます。ただし、後継者を見つけてからも、指導とサポートを続ける予定です。
人生をもう一度生きるなら、何か変えることはありますか?
-今は非常に楽しく、素晴らしい人生を楽しんでおり、また同じような人生を送りたくありません。ただし、2度目の場合は、すでに経験したことがあるため、少しは異なる道を歩むかもしれません。
Outlines
😀 ビジョン・ファンドの誕生とリーダーシップの定義
この段落では、主人公が100億ドルのファンドを設立しようとした際の周囲の反応や、幼少期に経験した差別、そして70億ドルの資産を失った心境について語っています。また、リーダーシップの定義や、成功したテクノロジー投資家としての彼のビジョンについて触れています。
😮 マクドナルド会長との出会いとソフトバンクの創業
16歳の時にマクドナルド会長に出会い、将来のビジネスアドバイスを受けたエピソードから始まり、大学在学中に発明した電子辞書を開発し、その売上げでソフトバンクを創業した経緯が語されています。また、カリフォルニア大学バークレーでの経験や、アメリカと日本でのビジネス活動についても触れています。
📈 アリババへの投資とインターネットバブル
ソフトバンクの設立後、主人公が行った投資活動と、その中でも特に注目されるアリババへの20万ドルの投資及其々の結果について説明しています。また、インターネットバブルの崩壊時に70億ドルの資産を失った経験と、その後の事業再建についても語られています。
💡 モバイルインターネットとARM社の買収
インターネットの移行とそれに伴うモバイルインターネットの重要性認識から、政府にライセンスを申請し、ボーダーから日本携帯電話事業を買収した経緯が語されています。また、ARM社の買収理由と、主人公が見据えている未来についてのビジョンが詳述されています。
🤖 AIとロボット技術の進化
主人公が抱えるAIやロボット技術に対する考え方と、それが人類の未来に与える可能性について語られています。また、人生の再現や、今後10~20年間の活動計画、そして後継者を選ぶ予定についても触れています。
Mindmap
Keywords
💡ビジョンファンド
💡シングルノリティ
💡ディスクリミネーション
💡起業家精神
💡投資
💡失敗と復活
💡ARM
💡未来予測
💡人類の未来
💡財産管理
💡ユニークネス
Highlights
The speaker raised a hundred billion dollar fund, which was met with skepticism by some.
Experiences of discrimination in Japan for being of Korean descent fueled a drive to work harder and prove oneself.
A significant personal loss of 70 billion dollars in net worth was a near bankruptcy experience.
The concept of singularity, where AI surpasses human intelligence, is a core belief shaping the speaker's investments.
A meeting with the deputy crown prince of Saudi Arabia led to a substantial 45 billion dollar investment in the fund.
The speaker's upbringing in a small town in Japan and the influence of meeting the head of McDonald's.
The advice received from the head of McDonald's to focus on the computer industry was pivotal.
Inventing the electronic dictionary during university, which was sold to Sharp for 1.7 million dollars.
SoftBank's founding as a 'software bank' during the personal computer's early days.
An early and highly successful investment in Alibaba, which returned 4,500 percent.
The speaker's personal net worth once increased by 10 billion dollars per week, surpassing Bill Gates' wealth temporarily.
The acquisition of Vodafone's mobile telephone business in Japan marked a strategic move towards mobile internet.
Investment in ARM, a semiconductor design house with significant market share in smartphone chips.
A belief in the positive impact of artificial intelligence and its potential to create harmony, not conflict.
The speaker's vision for the future includes creating a better world through technology and investment.
A life plan that includes deciding on a successor between the ages of 60 and 69 to continue the legacy.
The speaker's unique approach and entrepreneurial spirit set him apart in the Japanese business community.
No regrets in life; the speaker would live the same life again given the opportunity.
Transcripts
[Music]
when you told people you were gonna
raise a hundred billion dollar fund did
they tell you you were a little crazy
well some people said did you suffer
discrimination growing up in japan
that made me you know stronger how did
you feel
losing 70 billion dollars of net worth i
was so
close to you know fall down from the
cliff
we almost went bankrupt somehow i
survived
would you fix your tie please well
people wouldn't recognize me if my tie
was fixed but okay
just leave it this way all right
[Music]
i don't consider myself a journalist and
nobody else would consider myself a
journalist i began to take on the life
of being an interviewer
even though i have a day job of running
a private equity firm
how do you define leadership what is it
that makes somebody tick
[Music]
you are clearly one of the world's most
successful technology investors and one
of the world's most successful
businessmen
let me start by asking you about a fund
that you are now raising
the vision fund it's supposed to be a
fund of a hundred billion dollars
yes now that would be the biggest fund
ever raised
so when you told people you were going
raise a hundred billion dollar fund did
they tell you you were
a little crazy well 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
45 billion dollars
no no it's not true okay
45 minutes 45 billion okay sorry
okay i apologize in other words if you
had
one one billion dollars per minute what
could you have said that was that
persuasion to get 45 billion in one
meeting
well actually uh i said
you came to tokyo the first time i want
to
i want to give you a gift i want to give
you
a masa gift the tokyo gift
a trillion dollar gift and he opened up
his
eyes and said okay
now it's interesting right so i
woke up him and said here is how
we can give you a i can give you a
trillion dollar gift
you invest 100 billion dollars
to my fund 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 comp computers
artificial intelligence
surpass mankind's
brains the singularity is the concept
the word means
that is the point at which a computer
becomes
smarter than a human brain yes today
already computer is smarter than mankind
for
chess or goal or weather forecast
to some expert systems computer is
already smarter
but in 30 years most of the subject
that we are thinking they will be
smarter than us
that's my belief let's go back and talk
about your upbringing a bit
so you are of korean descent your
grandfather
came from korea and moved to japan many
years ago
and your parents were born in japan did
you suffer discrimination growing up in
japan
yes i i had some experience
but i feel
now it was good you know that made me
you know stronger to
work harder
so i had to prove that i am
not different from any other guys you
know not inferior
it's the same so i had to work
harder to prove the value
your family adopted a japanese name at
one point well actually in japan
there was at some period japanese
government forced every korean to change
to japanese name
so it was not their intention that
we had you had to change had to change
that made me even
more harder because i was feeling that i
was
hiding something it was even tougher
now you did not grow up in tokyo um
you grew up in a relatively small town
is that right yes
in japan yeah in the southern the
southern part of japan
so at one point is said that you were
very interested in meeting the head of
mcdonald's
in mcdonald's event why were you
interested in being ahead of mcdonald's
did you like mcdonald's food or you just
what was it
well he he he wrote the book and that
book
became the best seller i was so
impressed
and say oh my god this is great
and the guy who wrote about it must be
great so so how old were you when you
wanted to meet him
uh 16 16. so you you managed to get a
meeting with him
i called his his assistant
and long distance call back then it was
so expensive i made
almost 100 calls 60 calls
and say you know this is my name i'm a
student
and could you ask him to spend me
share me some time and could you ask him
and she said
oh i will try but he's not going to meet
with the student
i said well don't decide by yourself
let him decide okay so
i spoke with with the assistant
different
assistants so many times and and they
don't give me the right answer so i said
okay
this is waste of my telephone bill so i
flew into tokyo
and i said i came because the the
phone call become becoming more
expensive than a ticket
so what happened and i said well tell
him
exactly the way i said you don't have to
look at me you don't have to talk to me
you can keep on walking whatever you are
doing
i just want to see his face
for three minutes okay so i'm not
bothering him
i just i'm so impressed and respect him
i want to see him
and if if you tell him that i'm not
going to bother him
time is money he says i'm not gonna
damage his life
she actually asked and he said okay okay
actually he spent 15 minutes with me
talking face to face and he gave you
some advice
which was to learn yeah i asked him
what business should i do computer
that's the one if i were you at your age
at this time of
the you know
this is don't look at the past
industry look at the future industry
that's the one computer industry that's
the one you should focus if i were you
that's the one
so i said wow great okay so i gave you
that advice
you're number one in your class and then
you go to university california berkeley
yes but when you were there
i understand you were not being a
student so much you were doing business
on the side well i was a good student
but i i said you know five minutes i
would
allow other than study i have to make
money
i want to earn ten thousand dollar per
month
and i will allow me myself five minutes
a day
so i asked my friends isn't a good
job that i can earn ten thousand dollars
in five minutes a day but i still
my friend said you're crazy it's
impossible nothing like that you want to
sell drugs
so no no i don't want to do that so i
said okay
what is the best most efficient use of
my time
it's invention it's invention and i have
to file patent
if i get the patent five minutes
if i focus i can come some idea i can
make some idea
so i set alarm clock five o'clock five
minutes
and take take in five minutes i said
come
invention.com
so i did that and it worked it worked
you invented
a machine that helped people translate
languages yeah that one was the
electronic dictionary
the first electron dictionary the many
students used electronic dictionary
the first one i ever made was by myself
first electric dictionary yes
and you sold it to this sharp and you
made a lot of money
yeah uh 1.7 million dollars
so what did you do with 1.7 million then
well i
i used to start softbank
i should so did you move back i did i
did one more project i made another
1.5 million so i made 3.2 million
in 18 months so that is better than 10
000 per month right i stole that to my
friend
look i got 3.2 million dollars
and i kept working only five minutes a
day as
i as i promised you but then after you
graduated and you
made these uh successful inventions you
moved back to japan why did you move
back to japan not that it's
not a great place to move back to but
you're in silicon valley area why not
stay there
i created a company and my employees
asked me to stay
and but i said no i promised to my
mother when i was
when i decided to come study in the
state
she was crying in the airport
and i said no don't cry mom after i
graduate
from the school i come back i promise
she said no you don't come back you know
this is the forever you know
forever no i i promise you don't worry
i promise you so i kept my mind
recently you did the biggest investment
you've ever made in a company called arm
they have 99 market share for any
smartphone that you have in your pocket
i think it's the company is going to be
more valuable than google
all right so you move back to japan and
then you start a company called
softbank uh what was softbank's purpose
what kind of
business were you in so
that was the beginning of the time of
the personal computer
got started so but there's hardware
not enough software so i
aggregate all kinds of software from the
small
software houses and i
i i wholesale to the
you know pc stores so it's like a bank
you know the software's bank it's not
the money bank
the software wholesaling storing
in in my warehouse so it's like a
concept
so it was very successful soft bank
stock is going up
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 4
500 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
20 million dollars
well he had no business plan
and zero revenue
employees maybe 35 40 employees
but his eyes was very
strong strong eyes strong shining eyes
i could tell from the way he talk
the way he look at he has a charisma he
has a leadership
so his business model was wrong it's
the way he talk the way you know he can
bring you know young chinese people
following him before yahoo was so famous
you made an early investment
which was spectacularly successful how
did you hear of yahoo
yeah yeah for us was still private
15 employees and i
convinced jerriann to take 100 million
dollars
of our investment so at the time we
negotiate
we agreed they grew from 15 to 35 people
30 35 people and
we invest 100 million dollar to own 35
percent
and actually went ipo and made a great
return
and at the same time i convinced him to
start
joint venture board of jiafu japan where
we
put 1.2 million dollars they put
0.8 million 2 million startup capita
we own 60 now let's talk about one big
mistake you made overall
obviously you're very successful in
almost everything you've touched but
you were making a lot of internet
investments around the turn of the
century around year 2000
1999 2001 the market went down in the in
the in the tech crash
and it is said that you personally lost
70 billion dollars of net worth the
greatest loss that any human being has
ever suffered financially
so how did you feel losing 70 billion
dollars of net worth
one year before that actually my
net worth personal net worth was
increasing 10 billion dollar per week
for
three days i became richer than bill
gates
was that that upset him or no before i
talked to anybody else you know our
stock
started crashing okay
so in in six months after that
our share price went down 99
so we almost went bankrupt
and somehow i survived you rebuilt your
business
and among the things you did was you
bought some very well-known companies so
you bought
vodafone's uh mobile telephone business
in
japan at that time i said now is the
time to go
next stage which is the internet will
become
mobile internet so i have to
either get the license from the
government
for the spectrum or acquire
border from japan and first i
applied for the license to the
government and the government said no
there is no more spectrum
i actually sued the government
and uh you know for one year big fight
but
then uh then the border from japan
became available
20 billion dollars i had two billion
dollars
so 18 billion that are short so where'd
you get the money
so i convinced the bank
you know that the vote upon japan i'm
going to turn around
and we'd become successful and become
great cash flow
believe me and lend me money and they
did
they did and it turned out to be very
successful and recently
you did the biggest investment you've
ever made in a company called arm
yeah which is harm which is a
semiconductor manufacturer based in
london why did you spend 31 billion
dollars buying a semiconductor
manufacturer when many people think that
that's not the future
it's uh actually i study 4 billion 34.
yeah
it's not the manufacturer it's a design
design house they design
all the chips chipset they have 99
market share for any smartphone that you
have in your pocket
is um has 99 market share
right in next 20 years it's going to be
they're going to ship
1 trillion chips designed for 1 trillion
chips
so i said this is
this is the company this is you know
nobody can live in the on the earth
anymore without
chip chip is everywhere in the car
in your refrigerator everywhere so
if if chip is something that everybody
needs
and if there is one company has 90
market share
there must be a value they're not
monetizing well enough
but if i own it we can monetize much
better
so that's my belief so i think it's
the company is going to be more valuable
than google
so let me ask you it's not available
it's private company now
so you don't worry that the robots could
become so smart they could wipe out
humanity as some people
worry there is a danger but when the
robot
super intelligence go beyond mankind's
intelligence
and they say well fighting is the
not efficient way of living the harmony
is better
now in the future you are a big believer
in robots
it is your view i guess that artificial
intelligence is a good thing and
ultimately will not
hurt humanity is that correct right so
you don't worry that
the robots could become so smart they
could wipe out humanity as some people
worry
yeah there is a danger of that there is
a danger
but if you look at the mankind history
people were killing each other with many
battles
diff among different tribes and rays and
so on
but today's world we don't have that
kind of things
everyday life we we are more civilized
so when the robot super intelligence
go beyond mankind's intelligence and
they say
well fighting is the not
efficient way of living the harmony is
better
it's more social so we
we're going to live in harmony and they
think about us
they help us and they
try to amuse us and have a
good love for each other what gives you
the greatest pleasure in the world
well the thing is you know i have a
vision
i have a vision of singularity that's
really coming
so we create a vision fun
right we go and change the world
together
and create a better world better world
for
for human living
so that excites me you know what is
thinking about what is the future what
is the
how we can change the life of people
for the better humanity right so that
people
don't need to die for unnecessary
reasons
like having accidents or having the
disease
or having the disaster to protect
human from all those you know
sadness is a good thing right so
imagining those things and investing
and create a group and having great
product
great solution is exciting
and now today you've come back and
you're having enormous
net worth by any human standards one of
the richest men in the world
what do you do with all this money well
i haven't decided
what to do you haven't decided but
you're 60 years old now you've got to
decide at some point
deciding how to spend with
respect is more difficult than making
money
that was a headache i had when i when i
you know
became soldiers were the richest man in
the world you had the headache then you
lost that headache
now you've got it again right you have
any plans to keep doing this for another
10 years or 20 years
yeah in my age of 19 i
created 50 years my life plan and
in my age of 60s from between 60 and 69
i would decide my successor and have my
successor keep on running it
so in my next 10 years i have to do that
but even after i find a successor
and give him a baton to run as a
captainship
i would probably stay working with him
coaching him and
you know as long as i leave probably i i
i cannot give forget about this
excitement your parents are still alive
they must be extremely
proud of you well they're they're
actually very proud of me
and they are very happy we are happy
family
and you know we don't live together
but they they call me occasionally and
you know my dad is funny guy he
he has a unique idea crazy idea and
he always called me and said masa i got
an idea
you have to do this she he knows
everything i'm doing and
he's very creative very smart and he
talked about business to me all the time
now you are japanese and uh but you're
of korean descent
but you're different than most japanese
business people who are very
um consensus oriented not maybe as
entrepreneurial as you are
has that been a challenge for you in
building up your business in japan
yeah lots of challenge but
the uniqueness is actually good you know
if the pack of other people this way
i am unique i have more opportunity so
the difficulty turn
if you flip over become the advantage so
final question if you could live your
life over an extraordinary story
is there anything you would do
differently than you've done
i may but this is the life i'm
enjoying so much that i would love to do
it again
i was so lucky i was so close to
you know fall down from the cliff so i
don't know
i can do it twice
[Laughter]
but but this is definitely an
exciting life i'm having fun
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