SoftBank Backers Rethink Role in Next Vision Fund on WeWork

The transcript discusses SoftBank's investment challenges, particularly with WeWork, and the implications for its Vision Fund. It highlights the declining valuation of WeWork and the hesitance of key investors like Saudi Arabia and Mubadala to reinvest in Vision Fund 2. Despite these challenges, SoftBank's shares have held up due to its diverse portfolio, including successful IPOs like Slack. The transcript also notes that SoftBank's stake in Alibaba is a significant asset, and the Vision Fund has been a key contributor to SoftBank's earnings.

What were the reasons behind SoftBank's decision to delay the IPO of WeWork?

How much did SoftBank invest in WeWork at its peak valuation?

What impact did the Uber IPO have on SoftBank's investment strategy?

What changes are occurring with the original investors of the Vision Fund?

Discuss the implications of SoftBank's stake in Alibaba on its overall valuation.