SoftBank Investor Presentation Deck slide image

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. 26 SoftBank Investment Advisers
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