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The Baffling World of Masayoshi Son's Presentations (2020)

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21–30 of 57 posts

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#22
One of Masayoshi Son's recent slideshows has been doing the rounds on the FediVerse this week. If you've seen people making odd comments about 'Goose was not valued.' or 'Goose value 71.' or 'eggs do not lay eggs' over the past few days then Son's 2026 presentation to shareholders is what they are going on about.

* https://discuss.systems/@dev/116807460725864716

This is the context that a lot of us didn't have. Son has been doing this since 2010, the goose laying golden eggs going back to at least 2014, and the 2020 earnings report having a run of 23 slides of geese and eggs. Other weird things over the years have included dog telepathy and a representation of COVID-19 as flying unicorns jumping out of a ditch. As the Bloomberg people pointed out, this significantly came to the attention of the world outwith Japan, which largely boggled at some of the slideshows sans context, in 2019 and 2020. Part of the world is discovering this afresh in 2026.

* https://vice.com/en/article/these-delusional-powerpoint-slid...

* https://trillium.substack.com/p/golden-geese-stirring-the-po...

* https://group.softbank/system/files/pdf/ir/presentations/202...

* https://group.softbank/media/Project/sbg/sbg/pdf/ir/presenta... (https://group.softbank/en/news/webcast/20100625_01_en)

Some of the criticism over the years has focussed not on the more oddball aspects of these slideshows, but on the stereotypical way in which the graphs with projections just suddenly make lines shoot upwards.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#23

Masayoshi Son for me has always been the best living example of survival bias. Got very lucky once, been taking terrible decisions ever since. Zuckerberg is another great example.

This makes no sense. Masa has at least 2 extraordinary investments and Zuck bought Insta for 1 billion USD.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#26
post #23

Masayoshi Son for me has always been the best living example of survival bias. Got very lucky once, been taking terrible decisions ever since. Zuckerberg is another great example.

This makes no sense. Masa has at least 2 extraordinary investments and Zuck bought Insta for 1 billion USD.

And then spent 80 billion on the Metaverse, while actively making the world a worse place. Masayoshi son has lost absolutely stupid amount of money on things like WeWork, which he deemed as revolutionary as "AGI", which he is still pushing as inevitable. These are immensely stupid people, with a lot of capital and non-existen ability to self-reflect or care, both enormous advantages when you play a game that favors carelessness.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#27
They were right that economics is a dismal science, but to me these days it's not only about the ugly Moloch-like consequences, but also because these utter wierdos are in charge of it, and the medium of economic domination is a PowerPoint of nonsensical AI slop.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#28

They were right that economics is a dismal science, but to me these days it's not only about the ugly Moloch-like consequences, but also because these utter wierdos are in charge of it, and the medium of economic domination is a PowerPoint of nonsensical AI slop.

True but these particular powerpoints predate AI slop by far.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#30
post #13

Earlier quoted context omitted.

yeah I was a uber bear too, some how it has turned around I was betting on the taxi drivers revolting, but the capital markets have prevailed

In what country would taxi drivers revolt? I think in most countries the drivers get paid by the taxi license holders and usually can make more money and/or more have more flexible working conditions driving for Uber. See eg https://www.statista.com/chart/6971/fare-deal-taxi-drivers-e...

> In what country would taxi drivers revolt?

Germany.

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