
Overview
Mike joined SBIA after nearly a decade in Morgan Stanley’s Financial Institutions Group, where he focused on M&A and public offerings. At SoftBank, Mike invests in enterprise software, artificial intelligence, semiconductor, and robotics companies. He holds a BS in computer science from Peking University and an MS in Management Science and Engineering from Stanford.
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Q&A
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Why did you join SBIA?
I grew up watching the evolution of tech companies from focusing on PC applications, the internet, and finally the mobile internet.
When SoftBank started the Vision Fund, it had a bold vision and was operating on an unprecedented scale. I thought it would be a once-in-a-generation opportunity to be part of shaping the next wave of the digital revolution.
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What sets SBIA apart from other VC firms?
The SoftBank ecosystem is uniquely expansive — SoftBank is not just the Vision Fund. We have a vast collection of subsidiaries and portfolio companies globally. There is significant synergy potential within the ecosystem, and that is an asset for our portfolio companies because they have built-in access to these major players.
I’m drawn to highly technical sectors because continuous learning is part of the job and the best founders are eager to go deep on how their technology works.
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How has your background helped shape your perspective on the work you do today?
I studied computer science in college, which has given me a deeper understanding of the technologies behind the companies we invest in. I’m drawn to sectors like artificial intelligence, data infrastructure, and semiconductors as there’s a huge amount of innovation in these areas. New technologies, which underpin most of these applications, are being developed every day. These sectors tend to be highly technical, so my background helps me engage more deeply with founders and better assess both the potential and the risk of new technologies.
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What gets you excited about the sectors you’re focused on?
One of the most exciting aspects of working in AI is the dynamic and rapidly evolving landscape. Each day brings forth advancements that were once deemed to be the distant future, and the speed at which these models are improving is fundamentally reshaping how we think about creativity, problem-solving, and interaction.
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Is there a certain value that guides your work?
Humility is particularly important to me. When talking with founders, I ask a lot of questions, even if some are quite basic. I want to be honest about what I know and don’t know to truly understand their business and technology.