A side-by-side comparison of two AI investors: Ribbit Capital (Power Score 80/100) and SoftBank Vision Fund (Power Score 82/100), both ranked among the most active firms tracked in this category.
| Ribbit Capital | SoftBank Vision Fund | |
|---|---|---|
| Power Score™ | 80/100 | 82/100 |
| Assets Managed | $20.78B (RAUM, Form ADV 2026) | $175B (platform assets, 2022) |
| Founded | 2012 | 2017 |
| Headquarters | Palo Alto, CA | London, UK |
| Sectors | Fintech, Crypto, Consumer Internet, AI, Deep Tech, Defense Tech, Enterprise Software | AI, Enterprise Software, Consumer Internet, Logistics, Cybersecurity, Climate, Developer Tools, Deep Tech |
Micky Malka founded Ribbit Capital in 2012 after a career spent building brokerages and banks rather than software companies - he helped build Patagon.com, which Santander acquired in 2000, then co-founded Banco Lemon, later acquired by Banco do Brasil. That regulated-finance operating background, rather than a conventional Silicon Valley career arc, is what made Ribbit the premier financial-services specialist in venture capital, backing category leaders globally from a first $100 million fund in 2013. The firm's public messaging has since broadened well past 'fintech' into global commerce, money movement, identity, data, energy, AI, and wealth management, but the through-line is unchanged: Coinbase, Nubank, and Robinhood are all Ribbit bets, and its March 2026 Form ADV reports approximately $20.78 billion in regulatory assets under management.
View full Ribbit Capital profile →SoftBank Vision Fund remains the clearest example of venture capital run at platform scale, having launched Vision Fund 1 at $100 billion in 2017. Its current messaging has become far more coherent than the early 'invest in everything transformed by AI' caricature: the firm is now organized around a full-stack AI ecosystem of hardware, infrastructure, and applications, with CEO Alex Clavel's leadership stressing discipline, monetization, and cash-runway quality across the portfolio. That shift matters because it shows the platform institutionalizing what was previously perceived as founder-led opportunism under Masayoshi Son, while still concentrating unusually large checks into category leaders - DoorDash's $71.2 billion IPO valuation stands as SVF1's best fully-exited outcome, with a $7.3 billion gain.
View full SoftBank Vision Fund profile →