SoftBank Investor Presentation Deck
SVF1
SVF2
LATAM
DRIVING FUTURE SUCCESS
Al Leadership
As of September 30, 2023
IMPACT OF AI ADOPTION
Projected Global GDP Uplift¹
UP TO
7%
Revenue Growth CAGR of
Al Leaders vs. Others²
2.1x
I₁ Byte Dance
Deploys Al algorithms to power the delivery
of personalized content to ~2B monthly active
users ³
Share of Social Media Users
Using TikTok4
24%
2021
36%
2022
44%
2023
Footnotes:
1. Source: Goldman Sachs. Generative Al could raise global GDP by 7%. April 2023.
2. Source: McKinsey. Technology Trends Outlook 2022 - Applied Al. August 2022. Al leaders are defined as the top quintile of companies that have that taken the McKinsey Analytics Quotient (AQ) assessment.
February 2022.
3. Source: HBR. How ByteDance Became the World's Most Valuable Star
4. Source: Statista - Social media: TikTok users in the United States. September 2023.
5. Source: Swiggy website. Swiggy's Generative Al Journey: A Peek Into the Future.
SWIGGY
Uses generative Al techniques to build
products and services enabling intuitive food
& grocery ordering experiences
IC
AI
LEADERSHIP
T00
0011
Indicative Generative Al Use Case5
Conversational & Open-ended
User Queries
Al-Powered Search Built on Large
Language Models
Personalized Food, Grocery, &
Restaurant Recommendations
Select Investments presented herein are solely for illustrative purposes, have been selected to provide examples of portfolio companies SBIA believes are Al leaders, and do not purport to be a complete list of SoftBank Vision Fund 1, SoftBank Vision Fund 2, and SoftBank LatAm
Funds Investments. The use of statistics provided by third-parties is for illustrative purposes only and is not indicative of the herein mentioned portfolio companies' past, current, or future performance or growth. References to Investments included herein should not be construed as a
recommendation of any particular Investment or Security. It should not be assumed that Investments made in the future will be comparable in quality or performance to the Investments described herein. Please refer to visionfund.com/portfolio for a more complete list of Investments.
Please refer to latinamericafund.com/portfolio for a complete list of LatAm Funds investments. The metrics regarding select aspects of the company's operations were selected by SBIA on a subjective basis. Such metrics are provided solely for illustrative purposes to demonstrate
elements of the company's business, are incomplete, and are not necessarily indicative of the company's performance or overall operations. There can be no assurance that historical trends will continue throughout the life of SoftBank Vision Fund 1, SoftBank Vision Fund 2, or the
SoftBank LatAm Funds.
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