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SoftBank's "vision" thing

SoftBank CEO Masayoshi Son. Photo by Tomohiro Ohsumi/Getty Images

"What the hell?"

That was the opening question yesterday for SoftBank Vision Fund's Lydia Jett and Colin Fan, for a packed afternoon session at Upfront Summit in Los Angeles.

Bottom line: Jett and Fann argued that too much is being made of SVF's $100 billion size, and too little of the "vision" part.