
Overview
Collin Fu is an Investment Director specializing in growth-stage investing, with a particular focus on artificial intelligence. Before joining SoftBank Investment Advisers in 2019, he worked at Goldman Sachs in Hong Kong covering consumer and technology, media, and telecommunications investment banking, advising many of China’s leading internet companies. He is a graduate of The Hong Kong University of Science and Technology.
Region
Q&A
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What drew you to SoftBank?
The opportunity came at an exciting moment. The Vision Fund had just launched as the largest technology fund in the world, and the firm was building out its China team. It felt like the perfect place to bring together my investing background with my lifelong interest in how technology moves from infrastructure and hardware into software, applications, and entirely new business models.
The team was a big draw too. SoftBank brings together people from very different backgrounds and cultures, across East and West, and that diversity of perspective is one of the things that makes the platform unique.
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What sectors are you currently focused on?
I consider myself a generalist investor, though much of my focus right now is on artificial intelligence across Asian markets. When I first joined SoftBank, I covered a range of AI-related businesses, including robotics, e-commerce, and enterprise software. With the rise of generative AI, I have been spending more time on the systems around it — infrastructure, agents, and data centers.
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What kind of partner are you to founders?
I try to be transparent and direct. If something isn’t working, I think it is important to say so clearly. But I’m also focused on solving problems together. The best investor-founder relationships are built on trust, candor, and the ability to navigate difficult moments as a team.
I’m also loyal and committed. Every founder will hit roadblocks. Real partnerships are built in those difficult stretches, not just when things are going well.
Real partnerships are built in difficult stretches, not just when things are going well.
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Where do you think AI still has the most untapped potential?
The biggest opportunities I see are in industries that haven't fully been transformed by AI yet, healthcare and education chief among them.
In education, families continue to spend enormous amounts on tutoring and academic support, yet inefficiencies remain in almost every system around the world. If AI can help more children learn more effectively, the impact on individual futures could be profound. And in healthcare, we still haven't seen a fully AI-developed drug make it all the way through. When that happens, I think it'll represent a massive breakthrough for global health.
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How do you recharge outside of work?
I’m an avid reader. One book I recently enjoyed was The Happiness Files by Arthur C. Brooks, a Harvard professor who studies the science of happiness. His ideas are grounded in deep research, and aren’t the usual cliche advice you often hear. Some of those principles have become things I return to after a long day to reset. I’m also a regular soccer player. It’s one of the best ways for me to reset outside of work — competitive enough to keep me energized, but social enough to help me switch off.