将投中网设为"星标⭐"，第一时间收获最新推送 从"职业规划"的角度出发，谷爱凌加入Benchmark肯定算不上什么意外，但竟然是假消息。 但现在，Benchmark似乎准备打破自己的常规。 近日，有媒体爆料称中国自由滑雪运动员谷爱凌将在冬奥会结束后加入Benchmark，担任高级投资 经理（Senior Associate），Benchmark的灵魂人物比尔·格里（Bill Gurley）先是在社交媒体上证实了这个消息，10个小时后又辟谣：我跟大家开 一个玩笑。 作者丨蒲凡 来源丨 投中网 在和投资人交流的时候，我经常习惯性地问上一句：你有榜样吗？最热门的答案，就是 Benchmark 。对，就是投了Manus那家VC。 在很多人看来，Benchmark大概是有史以来最有"理想主义"色彩的风险投资基金。他们目光毒辣、嗅觉敏锐，总是能够在行业的最早期阶段，找到那 个最有能力定义整个行业的创业者，吃到最多的增长红利。与此同时，他们高度克制，坚持精品路线，自成立以来每支基金的规模基本都维持在5亿 美元左右，几乎从不考虑所谓的"周期"问题。 最关键的是，Benchmark设计了一套"高度平权"的组织架构，没有明确的老 ...

马斯克刚刚完成了一项足以改变全球资本市场格局的举动：将xAI并入SpaceX。这一合并案不仅创造了一个估值高达1.25万亿美元的超级巨头，更 直接将马斯克的个人净资产推高至8500亿美元。 然而，对于投资者而言，这不仅仅是一个数字游戏。瑞在其2月4日最新研报中敏锐地指出，这标志着"轨道AI"时代的开启，即把数据中心搬到太 空。但这笔交易同时也彻底改变了SpaceX原本清晰的投资逻辑：投资者将不再面对一家单纯产生强劲现金流的太空基础设施冠军企业，而是必须 被迫接受一个"太空+AI"的混合体——不仅要评估SpaceX的运营实力，还要为xAI惊人的资本开支买单。随着可能高达500亿美元规模的IPO临近， 这一叙事的转变将是所有机构投资者必须重新审视的核心风险与机遇。 万亿帝国的版图重构：马斯克的"终极押注" 根据瑞银的分析，早在2024年9月，市场就预测马斯克将在2027年凭借"太空竞赛押注"成为世界首位万亿富豪。如今看来，这一预测正加速变为现 实。本周早些时候，马斯克迅速采取行动，通过一笔全股票交易将xAI并入SpaceX。 瑞银交易员Jephine Wong在给客户的报告中详细拆解了这笔交易的估值逻辑：合并后的 ...

出品I下海fallsea 胡不知 但孙正义并没有停下赌的脚步。在雅虎身上尝到甜头后，他开始在互联网赛道上疯狂撒钱，短短几年内，软银投资了超过300家互联网公司，涵盖门户、电 商、社交等所有赛道，形成了一个庞大的"互联网帝国"。他的逻辑很简单：赢者通吃，只要押中一个"超级巨头"，就能覆盖所有亏损——而他，恰好押中了 第二个。 2026年1月28日，一则消息炸穿了全球科技投资圈：软银集团正与OpenAI磋商一项最高达300亿美元（约合人民币2083.8亿元）的追加投资。若这笔交易最终 落地，不仅会创下全球AI领域迄今规模最大的单笔融资纪录，更意味着孙正义——这个被贴上"赌徒"标签、在WeWork惨败后沉寂多年的投资大佬，正以近 乎孤注一掷的姿态，将软银的未来彻底捆绑在AI的战车上。 消息传出当天，软银股价在东京市场一度飙升8.8%，后涨幅收窄至3.7%。资本市场的微妙反应，恰恰折射出所有人的矛盾心态：一边是对孙正义复刻阿里 巴巴式投资神话的期待，一边是对其过度激进、重蹈覆辙的担忧。 从互联网泡沫时期的封神，到共享经济时代的翻车；从清仓英伟达的争议之举，到押注OpenAI的千亿豪赌；从濒临破产的至暗时刻，到AI风口 ...

Amazon.com (NASDAQ:AMZN) and JPMorgan Chase & Co. (NYSE:JPM) are leading a return-to-office wave while turning to coworking spaces to manage office shortages and workforce uncertainty.Amazon Expands WeWork Offices To Meet RTO DemandAmazon mandated nearly 350,000 corporate employees to return full-time in early 2025, but a chaotic rollout left workers without enough desks or parking, reported Fortune. In response, the company leased 259,000 square feet at 1440 Broadway in Manhattan through WeWork, adding to ...

Coworking spaces and shared offices are making a comeback after a post-pandemic slump and tensions over return-to-office mandates. As AI drives uncertainty over the future of their workforces, companies are moving to coworking to get the space they need for in-person work without the commitment. Amazon mandated that its nearly 350,000 corporate employees fully return to office in early 2025, but the chaotic rollout left workers without enough desks or parking spaces. In August, the company signed a lease w ...

Group 1: Company Overview - CBRE acquired Industrious, a flexible office company, which has expanded significantly since its inception in 2013, particularly post-pandemic [2] - Industrious has increased its global footprint by 58% from 2024, now operating over 250 units in more than 100 cities, with projections for 100% growth in new signings in 2026 [2] Group 2: Market Position - Industrious ranks third in the flexible office sector by the number of spaces and total square footage, following International Workplace Group and WeWork [3] Group 3: Industry Growth - The global flexible office market is expected to grow from $54.59 billion in 2025 to $147.2 billion by 2033 [3] Group 4: Market Trends - The mainstream office sector is recovering slowly from the pandemic, while flexible office spaces are benefiting from this recovery as companies focus on enhancing workplace experiences [4] - Companies are striving to elevate the quality of their midsize and smaller offices to match their headquarters, which is a challenge even for large firms like JPMorgan and Google [5]

Core Insights - SoftBank Group's Vision Fund has shown strong performance, with total investments reaching $163.2 billion (approximately 25.3 trillion yen) and pre-tax investment returns of about 3.7 trillion yen as of September 30 [2][3] Group 1: Fund Performance - The Vision Fund was launched in 2017 with a scale of 10 trillion yen, and a second fund was established in 2019 [2][3] - The Vision Fund's investment returns recovered to nearly 3 trillion yen in the July-September quarter, marking a significant turnaround after challenges including the bankruptcy of WeWork [3] - The fund's largest successful investment is in Coupang, a South Korean e-commerce giant, which has seen its value increase to $15.6 billion, yielding a net profit of $12.9 billion [4] Group 2: Investment Strategy - SoftBank's investment strategy includes a focus on AI, with plans to invest an additional $22.5 billion in OpenAI, bringing total investments to $34.7 billion [9] - The second fund has faced challenges, with a current investment of $73.7 billion and a loss of $9.1 billion, primarily due to high entry prices for unlisted stocks [5] - The CFO expressed confidence in future IPOs, including potential listings for companies like Chime and Klarna, which could revitalize the second fund's performance [5] Group 3: ARM Investment - SoftBank's direct investment in ARM has generated a significant paper profit of 15 trillion yen, with ARM's value accounting for 18 trillion yen of the total 40 trillion yen in stocks held by SoftBank [6] Group 4: Market Sentiment - Despite the positive outlook for AI investments, SoftBank's stock has experienced volatility, dropping 40% within a month after reaching a historical high in October 2025 [9] - The market remains cautious about SoftBank's heavy investment in AI, indicating potential for continued stock price fluctuations [9]

Core Viewpoint - SoftBank Group's Vision Fund has shown strong performance, with total investments reaching $163.2 billion (approximately 25.3 trillion yen) and pre-tax investment returns of about 3.7 trillion yen as of September 30 [2][6]. Group 1: Fund Performance - The Vision Fund's investment returns have rebounded to nearly 3 trillion yen in the July-September quarter, marking a recovery after years of challenges, including the bankruptcy of WeWork [3][4]. - The first Vision Fund has generated a profit of $32.8 billion despite significant losses from WeWork, while the second fund, which started investing in 2019, has faced difficulties with a current loss of $9.1 billion on investments totaling $73.7 billion [7][8]. Group 2: Key Investments - Coupang, a South Korean e-commerce giant, has been the most profitable investment for SoftBank, with a return of 5.7 times the initial investment, reaching a value of $15.6 billion [6][7]. - DoorDash, a U.S. food delivery platform, generated $7.2 billion in profit, with an investment return of 11.7 times, and all shares have been sold [7]. - The second fund's most profitable investments include Beike, Symbotic, and Swiggy, with returns of $1.1 billion, $800 million, and $300 million respectively [7]. Group 3: Future Outlook - The second fund's underperformance is attributed to high entry prices for unlisted stocks, but upcoming IPOs, including Chime and Klarna, are expected to improve performance [8]. - SoftBank's CFO expressed confidence in future IPOs and the potential for recovery in the second fund's performance [8]. - The company plans to invest an additional $22.5 billion in OpenAI, bringing the total investment to $34.7 billion, aligning with the "ALL IN AI" strategy [12].

Core Viewpoint - SoftBank Group has agreed to acquire DigitalBridge Group Inc. for approximately $3 billion in cash, marking a strategic move to invest in digital infrastructure driven by the AI boom [1][4]. Group 1: Acquisition Details - The acquisition will be at a price of $16 per share, representing a 65% premium over DigitalBridge's closing price on December 4, the last trading day before the acquisition news [1]. - The total valuation of the acquisition, including debt, is approximately $4 billion [1]. - The deal is expected to close in the second half of 2026, pending regulatory approval [4]. Group 2: Market Context - There has been a surge in demand for digital infrastructure, particularly data centers, driven by the AI boom, leading to several multi-billion dollar transactions in the sector [2]. - Notable transactions include BlackRock's acquisition of Aligned Data Centers for $40 billion and Oracle's commitment to provide OpenAI with approximately 4.5 gigawatts of computing power, valued at up to $300 billion [2]. Group 3: DigitalBridge Overview - DigitalBridge is one of the largest investment firms focused on digital infrastructure, managing approximately $108 billion in assets as of the end of September [3]. - The company's stock rose by 9.7% to $15.27 shortly after the acquisition announcement, still below the acquisition price [3]. Group 4: Strategic Implications for SoftBank - This acquisition allows SoftBank to connect with more investors interested in the data center industry, enhancing its portfolio in digital infrastructure [4]. - SoftBank has previously engaged in significant transactions in asset management, including the acquisition of Fortress Investment Group for over $3 billion in 2017 [6]. - The company is also involved in a $500 billion "Stargate" project to build data centers in the U.S., although progress has been slower than planned due to various challenges [6]. Group 5: Financial Maneuvering - SoftBank's recent investment activities indicate a need for capital reallocation, with the founder expressing regret over selling $5.8 billion worth of Nvidia shares to fund other AI-related expenditures [7].

Group 1 - Digital Bridge Group's share price surged nearly 10% following news of a buyout by SoftBank Group, indicating strong market interest [1][2] - The acquisition deal has an enterprise value of approximately $4 billion, with SoftBank agreeing to pay $16 per share in cash for DigitalBridge [2][6] - DigitalBridge operates in the digital infrastructure sector, which is experiencing high demand due to the needs of artificial intelligence, making it a strategic investment opportunity [4][5] Group 2 - SoftBank's CEO Masayoshi Son emphasized that the acquisition aims to strengthen the foundation for next-generation AI data centers and advance their vision of becoming a leading Artificial Super Intelligence platform provider [5] - DigitalBridge's current market cap is $2.5 billion, with its stock closing at $15.26, below the acquisition price, reflecting some skepticism among investors regarding the deal's completion [6][8] - The deal is considered smaller in scale compared to SoftBank's previous investments, such as WeWork, and is viewed positively due to DigitalBridge's reliable profitability and strong market position [7][8]