Rajeev Misra
Showing 1–6 of 6 transcripts.
How The Rarest Company On Earth Raised $75M from Altimeter
John Maslin, Brad Gerstner, Erik Kriessmann, Rajeev Misra, Molly O'Shea
Vulcan Elements has secured a $65 million Series A round to accelerate its mission of decoupling U.S. rare earth magnet supply chains from China by developing sovereign refining and manufacturing capabilities. The company, led by CEO John Maslin and supported by an advisory board including former Deputy National Security Advisor Nadia Shadlow, is already operating at over 95% capacity while fulfilling Defense Department contracts for critical military and emerging physical AI technologies. With new funding, Vulcan plans to announce a second facility and triple its engineering workforce to meet a projected 10x surge in global demand by 2027 as mandated by recent federal legislation requiring verified domestic provenance for defense hardware.
- Milken Institute1h 2m
The Future of Everything: How Technology is Changing the World
Staci Warden, Michael Milken, Rajeev Misra, Drhuv Saxena, Yakir Gola
Hosted by Stacey Worden, this session features Milken Institute Chairman Mike Milken alongside SoftBank CEO Rajiv Misra and CEOs Drew Saxena and Yakir Gola to analyze how the pandemic accelerated global technological transformation in supply chains, healthcare, and finance. The discussion details significant operational shifts, such as ShipBob's infrastructure for small e-commerce businesses and GoPuff's micro-fulfillment network, while highlighting how reduced costs of capital and AI integration are lowering barriers for new market entrants. Panelists conclude that digital adoption and remote work trends are permanent, creating enduring value in life sciences and human capital despite emerging supply chain congestion.
- Milken Institute34 min
A Conversation with SoftBank Vision Fund CEO Rajeev Misra
The COVID-19 pandemic accelerated a global digital transformation that fundamentally reshaped supply chains, finance, healthcare, and education by replacing physical infrastructure with data-driven alternatives like dark kitchens and telemedicine. This shift empowered small businesses and consumers through frictionless digital payments, democratized access to credit and education, and forced a strategic pivot toward regional self-sufficiency in manufacturing and technology. As major firms like SoftBank curtailed experimentation to focus on survival, the event highlighted a geopolitical realignment where East-to-West technology transfer and national infrastructure security now supersede global scale.
- Milken Institute39 min
A Conversation with Rajeev Misra
SoftBank's Vision Fund and Vision Fund 2 manage a diversified global portfolio of 88 investments, with recent strategic pivots toward Life Sciences and Financial Services utilizing AI to reduce healthcare costs and disrupt regulated lending. The firm distinguishes its value proposition through mid-stage capital, extensive ecosystem synergies like cross-selling between Grab and Ping, and operational support derived from SoftBank Mobile, which drove a portfolio valuation surge from $240 billion to approximately $300 billion. As the funds mature, the team has shifted focus to 75% portfolio management, celebrating eight IPOs and major exits including Uber and Flipkart while preparing for the economic impact of 5G adoption via the Sprint-Deutsche Telekom merger.
- Milken Institute1h 1m
Investing with Vision: A Conversation With SoftBank's Rajeev Misra
Rajeev Misra, Mike Milken, Michael Milken
SoftBank Vision Fund has deployed $80 billion across 80 portfolio companies to aggregate fragmented markets through AI-driven platforms and preferential debt financing. Led by Rajiv Mehta, the fund targets 30% long-term returns by applying a minority stake strategy to "fearless" founders while leveraging SoftBank's ecosystem for global expansion. With a second fund planned for immediate launch, the organization aims to capitalize on the transition from internet growth to an AI revolution that restructures industries like transportation and hospitality.
- Goldman Sachs9 min
Talks at GS – Rajeev Misra: Creating Capital for the Future
The SoftBank Vision Fund, a $100 billion vehicle that channels all SoftBank Group investments, targets late-stage private market leaders with a mandate to back 100 companies globally over three years. Its strategy prioritizes massive capital deployment to accelerate "winner-takes-all" expansion in China, India, and the U.S., often encouraging portfolio firms to raise more funds than initially planned to secure immediate global dominance. To ensure long-term liquidity and returns, the fund prefers IPOs or debt market access over secondary sales, aiming to validate its portfolio companies through public market performance within its 14-year maturity term.