That deal valued Zume at $2.25b, which is about 1/5 of the market cap of market leader Dominos. So SoftBank was betting on a >20% chance that Zume would succee

That deal valued Zume at $2.25b, which is about 1/5 of the market cap of market leader Dominos. So SoftBank was betting on a >20% chance that Zume would succeed to that degree. This is quite different from traditional VC, which expects much lower probabilities of success in each investment.