co-founder & GP @mf__xyz | no strategy without schemes | all posts are my own | NFA

your head rent-free
When we GTM we go deep at @mf__xyz. Some interesting metrics, YTD: - 800+ start ups created in Tokyo alone (+40% YoY) - 400 of which supported by the Tokyo government - 2 global unicorns If you’re building here, hit us up.
1
7
174
Yeah this is unacceptable @AnthropicAI @claudeai
I will be joining @Legendaryy and @JonahBlake in cancelling my Claude Max 20x today. It's becoming very unstable, and for non-development work, it's becoming a very poor partner for discussing almost anything via chat. Having a far better experience with other models rn.
7
457
Niulai 牛来 about to have the highest ROI of the movie industry. Anyone could've made a better animated movie using seed dance, but reality is that production quality is now a commodity thanks to ai. Taste > tech. And btw all stocks that had "niu" soared 3-10% today lol
A newly released animated film called “Niu Lai” (牛来) is going viral for all the wrong reasons in China. People are calling the visuals “disaster-level” , the entire production team was basically just two people: the director and the screenwriter. After 9 days in theaters, the box office still hasn’t even crossed 10,000 RMB. However, over the last day or two, Niu Lai's reputation has been turning around a bit. Many people feel that in the age of AI, having filmmakers who still stick to "handcrafted" animation and genuine effort is both honest and far more powerful than polished yet empty productions. Today, its box office sales grew by 500,000RMB! a massive single-day jump from previous days! Let's wait and see how the box office plays out!
11
1,063
I agree. I don’t believe ai being able to self code will lead to AGI. I had similar conversation with the core engineers that worked on Chinese LLMs and that seems to be the only argument they are using. In reality everyone knows this is not a guarantee, it just means it’s a non-zero chance. As a matter of fact we’ve seen a lot more World Model pitches and products betting on major LLMs not hitting AGI in the next 3 years over the past month. For me, this means there has been a lot more doubt.
For the past 3 years my elite friends that are either working in AI or living in San Francisco have been telling me adamantly we are 1-2 years from AGI/ASI singularity and absolutely everything is about to change. Meanwhile my intuition has been that no we’re not close to anything like humans not needed for intelligence. Like nowhere near I dont even see any whites on the eyes of this digital high IQ terminator, this dude is far on the horizon with the little mountains over there. Stark division of opinions throughout. My intuition Ive learned to train and listen to it, its my most powerful weapon. But I am a humble weaponholder, I recognize the achievements and abilities of these friends, in some cases of the most elite of them, far outweighs what I have achieved. If my opinion clashes so much with people of this caliber I also sit my ass down and listen. Its been enough time now that we’ve gone through their initial timelines. And somehow it feels like we have both been right? Clearly something revolutionary is going on, the digital/software world is being terraformed in front of our eyes and taking huge swaths of the economy with it. But I have been, so far, clearly correct. These things are still closer to a tool rather than replacing the tool holder. I still dont see it on the horizon. I dont know if its what Ilya S says that the data is gonna be the constraint. That feels right to me. There are only so many non linear intelligence vectors to train upon. There are still humans finding new ideas and innovating above and beyond what is available to train on online. I like to believe I am one of them and I dont feel like I am anywhere near saturation or that it will happen anytime in my lifetime. Yan LC has his belief that LLMs are capped which was well articulated, now though combined with world models I don’t know if thats the constraint. Data might be the boundary that will saturate first and the innovation needed for the next stage might be creating useful artificial data, much like for a long time financial model training has involved creating fake training data that has the attributes needed to program alpha. Ultimately this is all a pursuit for more alpha. Its a bit unnerving that even though I have been correct that the timelines on us being replaceable meat boxes arent correct, its impossible for me disprove the notion that its at the next corner we are about to reach. I feel like we will just keep going one block down the street at a time with baited breath because clearly something is getting closer though holding your breath for how long its actually gonna take is gonna asfixiate us. So lets take a breath. Theres a lot of trauma under the surface from the rate of change accelerating. Every single one of us feels it. The fascia are being pulled and we are emotionally masking it under our skin. We know something is under way. But those of us with strong awareness and with the lights switched on aren’t going to stop being needed anytime soon- I don’t care how many Elons, Darios, and Leopolds say otherwise.
8
353
If this was a blockchain their token would've tanked 30%. @AnthropicAI plis fix
7
670
Best feeling every week
1
11
616
Wrapping up WAIC in Shanghai. Apparently this is the 8th edition but this year it’s been blown out of proportion because Xi decided to stop by on the first day. Key takeaway below:
4
1
10
694
- half of US firms use Chinese LLMs - Chinese LLM tokens are the most consumed in the world for 11 consecutive weeks - OpenAI models don’t even crack the top 10 in token consumption - most VCs in China looking for the next world model (little ai application)
1
4
77
Other takeaways: - all of Shanghai was packed, hotels were fully booked out - in true crypto conference fashion (cf. KBW, Token Dubai), it poured and the part of the city flooded - people were pitching like it was T049 - 99999999 side events
3
99
Alex Tang retweeted
.@moshaikh, Co-Founder and General Partner of @mf__xyz, sat down with Nasdaq to break down a crypto market seeing record usage beneath the surface. Watch the full interview here: spr.ly/6012BEdrU6
3
9
19
5,073
At @smbc_group’s inaugural AUTON pitch competition. Japan really been upping their entrepreneurship game. Highschool founders are officially in the building. @jerome_ what were you doing second year of highschool?
1
10
894
When in Rome Iykyk lol @WebX_Asia
2
13
696
Unitree in Shanghai, AGIBOT in HK next. Massive capital inflow in the next 12-18 months
🇨🇳 IPO: Chinese robotics firm Unitree won approval for a $619 million Shanghai IPO to expand its AI-powered robot business.
1
6
390
Somehow increases their aura lol good thing i maxed out tokens using fable for the first 3 days
As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models. Here’s what this means for you: Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error. On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models. We know this is a disruption to your workflows; we appreciate your patience and support.
9
990
Introducing @FiveDegreesAI , a new agent-to-agent collaboration network. We co-led Five Degrees' $3.5M seed round this spring. Today, the beta just went live on the App Store and Google Play, invite-only for now.
13
22
315
807,989
The team The Five Degrees team has shipped consumer products at global scale before, including a social app with 60M users. They bring deep product instinct across consumer social, AI, privacy, and growth. We are supporting their US launch and have been close partners as they define what a consumer network looks like in the age of agents.  If you are interested in the future of agent-to-agent collaboration, reach out for early access.
1
6
382