18歳でシリコンバレーへ。 高卒起業し、日米の投資家から累計2億円の資金調達。 元YouTuber(計100万回再生)。 @DeNA_Startupsフォローお願いします！
Japan / SF
Joined February 2016
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大東 樹生 retweeted
We're entering the final stretch of the Anthropic x Adaptyv protein design competition
Two challenges are still open:
• Challenge 4: Blood-brain barrier
Design a binder targeting TfR1.
Deadline: November 1, 23:59 AoE
• Challenge 5: Immunotherapy
Design a binder targeting KRAS G12D pMHC.
Deadline: November 8, 23:59 AoE
▶️ Make a submission: proteinbase.com/competitions…
大東 樹生 retweeted
【速報】
ChatGPTのSam Altmanが、ポッドキャストで社内の未公開モデルの話を明かした。
ある週末、OpenAIに新しいAIモデルができた。
OpenAIの社内チャットには、そのモデルのチャンネルがあった。名前は「（モデル名）-hold-my-beer」。hold my beerは、英語で「見てろよ」という意味の決まり文句。
そのチャンネルで、OpenAIの研究者たちは、大学などで研究していた頃に取り組んだいちばん難しい問題を、モデルに次々とぶつけた。
モデルにそこまでできるとは、誰も思っていなかった。
モデルは、分野を問わず、問題を一つずつ解いていった。
Samは興奮して、2晩続けてほぼ徹夜した。
OpenAIはそれらの問題の多くをすでに公開しているとのこと。
Sam Altman quote from the Cheeky Pint podcast
Sam on their internal model - "There was one weekend when we got a new model, Im not supposed to say this, but I will, The name of the channel was [model name]-hold-my-beer... People were just throwing at it the hardest problems they could... hardest research problems from their academic career, the model was just knocking them down one after the other across many different fields... I was up most of the night for two nights in a row because I was so excited. Many of these problems we published"
大東 樹生 retweeted
これ、娘さんPTSD発症するよ。助けの無い状況で、命の危険を感じるから。そいつは通報すべきだよ。2歳児への虐待でもある。なぜ貴方は子供を助けないの？守らないなら貴方も加害者側だよ。もう離婚すべき案件だよ。機能不全家庭だよ。
娘(中1)の部屋から洗っていないお弁当箱が出てきた。
ちいかわの、ちょっとお高かったやつ。
中はもちろんカビだらけ。
買ったのはパパ。
パパはもちろん激怒して、
「洗うの忘れてましたごめんなさい」
と言う娘の言葉の後に、
「歯食いしばれちゃんと立て！」
と言って思いっきり娘の頬をビンタしていました。
二歳児の目の前で。
「お前には口で言ってもわからないから一発叩いてやるのが一番だ！」
と言った後に関係ないことまで含めた説教を始めてました。
私は、
Readers added context they thought people might want to know
以下のThreads投稿のコピペです
threads.com/@milk.182705/p…?
大東 樹生 retweeted
12/10（木）に新宿で、DeNA初のスタートアップ関連のカンファレンスを開催します！各テーマに関して、南場さんと著名なゲストの皆さんとのセッションも複数予定しています。ご都合の合う方は是非！
【告知】DeNA初！スタートアップ向け大規模カンファレンスを開催します🔥
12/10（木）「DeNA Delight Conference with Startups」
登壇：南場智子、Kiyo（＠kiyokbys）、住吉政一郎
そして、豪華社外ゲストも多数登壇！
新規事業や投資・M&Aなどをテーマに、事業づくりの最前線を語ります！
続々セッション内容を公開いくのでお楽しみに！！📣
大東 樹生 retweeted
【速報】
Snapchatの初期投資家が、AIコマースの Dalet Labsにプレシードで約11億円を出資。
AIが生成した写真のフィードで買い物をさせるアプリ。
写っている服や家具は実在する商品で、タップすると複数ブランドをアプリ内でまとめて買える。
創業者はGoogleの動画生成AI「Lumiere」の筆頭著者で、Pika創業メンバー、Runwayの研究リーダーなど。
AIコマースが「チャットで探して買う」に向かう中、「眺めているうちにほしくなるインターフェース」をAIで生成する。
We raised a $7M pre-seed to make shopping fun again.
@daletlabs generates media just for you: like walking into a mall built around your taste. And you can buy everything in-app.
Built by researchers from Google, Runway and MIT. Backed by @lightspeedvp and amazing angels.
大東 樹生 retweeted
Anyone need more throughput for the challenge? Happy to provide Japanfold credits. Just send me a DM or comment here.
Japanfold includes RFD4 and many more bio models at super high throughput and low cost. And it's built for agents.
Our last challenge in the Anthropic x Adaptyv Protein Design Competition is about immunotherapy, one of the most important ways of treating cancer.
Immunotherapy helps the immune system attack cancer cells, but distinguishing them from healthy cells isn't always easy. In some cancers, the difference can be as subtle as a single amino acid in a small protein fragment.
That's the case with KRAS, a protein that works like a growth switch in our cells. In many cancers, a mutation leaves the switch stuck on, and the cell keeps multiplying itself and grows into a tumor.
In Challenge 5, you need to design a binder that sticks to the mutated piece of KRAS, but not to the healthy version, so that the immune system can find and attack the cancer cells.
The deadline to submit protein designs for this challenge is November 8. Then, we'll pick the best designs and test them in our lab.
大東 樹生 retweeted
Build Global Companies from Day One.
日本にルーツを持つ起業家が、最初から世界を前提に会社をつくる。
ベイエリアのエコシステムに深く入り、実際の市場で仮説を検証し、顧客や投資家と直接向き合う。DelightXはそんな挑戦を支援しています。
今回のリブランドは、私たち自身がDelightXのVisionを改めて見つめ直し、それをより明確な言葉とデザインにする機会にもなりました。
ベイエリアの数々のスタートアップを支援してきた、サンフランシスコ発のグローバルチームZypsyとコラボレーションできたことを、とても嬉しく思っています。素晴らしいクリエイティビティと細部までのこだわりに、改めて心から感謝します。
新しいDelightXをまとめた動画も、ぜひご覧ください！
大東 樹生 retweeted
ふと気づいたら、NoxxがDeNAグループに入ってから6か月が経っていました。スタートアップのときと変わらず、むしろそれ以上のスピードで働いています。引き続き頑張ります！
本日は、BAKERUで立ち上げた新規事業を、事業責任者がスタートアップとして独立させられる「スタートアップ・スピンオフ・プログラム」を発表します。
BAKERUの事業検証フェーズの後半まで進んだものの、社内でグロースさせるのは適切ではないと判断した事業が対象です。その事業の責任者がDeNAを退職して、事業をそのまま引き継いで、スタートアップとして起業できます。チームのメンバーも、希望すれば一緒に退職して参加できます。
創業チームが株式の90%程度を持ち、DeNAの持分は10%程度にして、スピンオフした事業が株式で資金調達するときの障害になりにくいようにしました。取締役の派遣もしませんし、将来の資金調達の株主間契約にも関与しません。他社のスピンオフでは企業側が過半や2/3のシェアを持つ例もありますが、経営や資金調達の自由度を損なわないことを重視しました。
また、シェアを低く抑えるため、DeNAからの運転資金は出しません。どの投資家から資金調達するかは、創業チームが自由に決めます。創業チームからリクエストがあれば、デライト・ベンチャーズなどの投資家に繋ぎます。
このプログラムは、事業責任者のその事業への情熱を支援するために設計しました。社内でグロースさせるのが難しい場合でも、事業責任者に確信があるのであれば、社外で続けられる道をつくりたいと思いました。
スピンオフのために退職する事業責任者と共同創業者は、前回発表したファウンダーズ・カムバック・プログラムの対象にもなり、その条件を満たせば原則DeNAに戻れます。
今回のプログラムは挑戦者を支援する仕組み「DeNA Startup Loop」の第4弾です。今回のプログラムも運用しながら改善していきます！
大東 樹生 retweeted
The last challenge of the Anthropic x Adaptyv competition is live!
Our last challenge in the Anthropic x Adaptyv Protein Design Competition is about immunotherapy, one of the most important ways of treating cancer.
Immunotherapy helps the immune system attack cancer cells, but distinguishing them from healthy cells isn't always easy. In some cancers, the difference can be as subtle as a single amino acid in a small protein fragment.
That's the case with KRAS, a protein that works like a growth switch in our cells. In many cancers, a mutation leaves the switch stuck on, and the cell keeps multiplying itself and grows into a tumor.
In Challenge 5, you need to design a binder that sticks to the mutated piece of KRAS, but not to the healthy version, so that the immune system can find and attack the cancer cells.
The deadline to submit protein designs for this challenge is November 8. Then, we'll pick the best designs and test them in our lab.
大東 樹生 retweeted
Challenge 5 looks like a banger.
Our last challenge in the Anthropic x Adaptyv Protein Design Competition is about immunotherapy, one of the most important ways of treating cancer.
Immunotherapy helps the immune system attack cancer cells, but distinguishing them from healthy cells isn't always easy. In some cancers, the difference can be as subtle as a single amino acid in a small protein fragment.
That's the case with KRAS, a protein that works like a growth switch in our cells. In many cancers, a mutation leaves the switch stuck on, and the cell keeps multiplying itself and grows into a tumor.
In Challenge 5, you need to design a binder that sticks to the mutated piece of KRAS, but not to the healthy version, so that the immune system can find and attack the cancer cells.
The deadline to submit protein designs for this challenge is November 8. Then, we'll pick the best designs and test them in our lab.
大東 樹生 retweeted
Adaptyv made a very approachable site for designing protein binders with RFD4–Proteina for the ongoing Proteinbase competition (TfR1 and KRAS G12D)
We're bringing back design-a-protein.com!
Fun story about this website. For our previous protein design competition, we launched it with a cheap and fast protein design pipeline, definitely not state of the art, mostly for educational purposes and to get more people interested in the field.
We had pretty low hopes that any of the designs would work, but after synthesizing and testing a few of these vibe-designed proteins in our lab, we found out that one of them actually worked! And it ended up placing #46 in the competition.
So, someone with very limited prior biology knowledge saw our launch post, opened the website, clicked a few buttons, generated a protein never seen in nature, and that protein actually performed its intended biological function when synthesized and tested in our lab.
One year later, we have a much better option available with the newly released RFD4-Proteina model, which remains as cheap and fast to run, but is much closer to state of the art than our previous pipeline. How many binders can the anon vibe designers create this time?
To me, this is one of the clearest examples of how quickly the barriers to drug discovery are falling. And when you combine increasingly accessible and powerful protein design tools with the ability to get your designs synthesized and tested without owning a lab, which is exactly what we're doing at Adaptyv, I think we're going to see tens of thousands of new drug discovery companies emerge.
Much like AWS enabled a whole generation of internet startups, I think making biology this accessible will unlock an enormous amount of innovation, hopefully leading to entirely new ways to treat diseases. This is the future we're building towards at Adaptyv.
大東 樹生 retweeted
The final challenge in the Anthropic x Adaptyv Protein Design Competition is now live! It’s a really tough specificity challenge, with the off-target peptide differing by just one residue.
Our last challenge in the Anthropic x Adaptyv Protein Design Competition is about immunotherapy, one of the most important ways of treating cancer.
Immunotherapy helps the immune system attack cancer cells, but distinguishing them from healthy cells isn't always easy. In some cancers, the difference can be as subtle as a single amino acid in a small protein fragment.
That's the case with KRAS, a protein that works like a growth switch in our cells. In many cancers, a mutation leaves the switch stuck on, and the cell keeps multiplying itself and grows into a tumor.
In Challenge 5, you need to design a binder that sticks to the mutated piece of KRAS, but not to the healthy version, so that the immune system can find and attack the cancer cells.
The deadline to submit protein designs for this challenge is November 8. Then, we'll pick the best designs and test them in our lab.
大東 樹生 retweeted
Our last challenge in the Anthropic x Adaptyv Protein Design Competition is about immunotherapy, one of the most important ways of treating cancer.
Immunotherapy helps the immune system attack cancer cells, but distinguishing them from healthy cells isn't always easy. In some cancers, the difference can be as subtle as a single amino acid in a small protein fragment.
That's the case with KRAS, a protein that works like a growth switch in our cells. In many cancers, a mutation leaves the switch stuck on, and the cell keeps multiplying itself and grows into a tumor.
In Challenge 5, you need to design a binder that sticks to the mutated piece of KRAS, but not to the healthy version, so that the immune system can find and attack the cancer cells.
The deadline to submit protein designs for this challenge is November 8. Then, we'll pick the best designs and test them in our lab.
大東 樹生 retweeted
We're bringing back design-a-protein.com!
Fun story about this website. For our previous protein design competition, we launched it with a cheap and fast protein design pipeline, definitely not state of the art, mostly for educational purposes and to get more people interested in the field.
We had pretty low hopes that any of the designs would work, but after synthesizing and testing a few of these vibe-designed proteins in our lab, we found out that one of them actually worked! And it ended up placing #46 in the competition.
So, someone with very limited prior biology knowledge saw our launch post, opened the website, clicked a few buttons, generated a protein never seen in nature, and that protein actually performed its intended biological function when synthesized and tested in our lab.
One year later, we have a much better option available with the newly released RFD4-Proteina model, which remains as cheap and fast to run, but is much closer to state of the art than our previous pipeline. How many binders can the anon vibe designers create this time?
To me, this is one of the clearest examples of how quickly the barriers to drug discovery are falling. And when you combine increasingly accessible and powerful protein design tools with the ability to get your designs synthesized and tested without owning a lab, which is exactly what we're doing at Adaptyv, I think we're going to see tens of thousands of new drug discovery companies emerge.
Much like AWS enabled a whole generation of internet startups, I think making biology this accessible will unlock an enormous amount of innovation, hopefully leading to entirely new ways to treat diseases. This is the future we're building towards at Adaptyv.
We built a website to make it super easy to get started with protein design and participate in the Anthropic x Adaptyv protein design competition
▶️ design-a-protein.com
This week, we're challenging people to design an Ozempic-like drug. You can get started in just a few clicks, using the newly released RFD4 model to design proteins targeting the GLP-1 receptor.
We'll synthesize and test 1000+ of these designs in our automated biology lab, including whether they actually activate the cell receptor, and make all the results publicly available
大東 樹生 retweeted
【緊急速報】
20分前にAnthropicがS-1提出を発表。ついに上場か。
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
大東 樹生 retweeted
【速報】AI推論の会社が毎週何10社も誕生。
それぞれ一瞬で年間$10M+に爆速成長しているとのこと。
(米VC Menlo VenturesのDeedy氏)
・オープンモデルを借りたGPUで動かし、APIで売るだけ。1時間1,250円のGPUで1,600〜3,100円売れる
・粗利は稼働率で決まる。GPUは客がいなくても費用がかかる
・応答を2倍速くすると、売上は4分の1になる
今は市場拡大で全員伸びている。ただ中身は同じモデルの出力。最後は需要を集めた会社が勝つとの見解。
There is an absolute barrage of inference providers popping up that get to $1M/mo extremely quickly.
This is the rough economics of inference providers:
Even if you rent on-demand B300s at $8/GPU-hr, many open source models (GLM 5.3, Kimi K3, DeepSeek 4.1 Flash / Pro) can get you >$10-20/GPU-hr at reasonable throughputs (100tok/s). DeepInfer from DeepSeek directly shows they can get $38/GPU-hr on off-peak hours. Every chip / model has a different throughput / interactivity curve, but there is a lot of arbitrage between even high rental spot prices and token prices. New chips (Vera Rubins) also change this meaningfully. Your ability to be making gross margin relies on your utilization and how good your stack is.
Gateways like OpenRouter, Vercel and more help solve that problem by aggregating demand to you. May inference providers discount their tokens to get longer term commits too. I've even heard stories of selling back Chinese model tokens to Chinese labs!
One thorn in the economics of these players is that many Chinese open source model labs are now asking for rev share if you're at a certain scale, espp for pre-release access to their models for day 1 support. That further pushes the threshold to be in the money.
The barrier to entry seems low and falling. There are even stories of smaller ones who can "vibe code" a way to stand up OSS models on a cluster they rent. And as a result, we're seeing 10s of such companies pop up almost every week and immediately skyrocketing revenue at low-ish gross margin and raising rounds on the back of that.
Unsurprisingly, because the actual service provided seems commodity, this eventually drives up compute prices and drives down token prices. In theory, it would seem like neoclouds who have the lowest cost of compute and themselves have started inference businesses would win the race to the bottom (Crusoe Coreweave Nebius and GMI all have inference businesses), with larger players (Modal Fireworks Baseten) being second because they are well capitalized to make bigger compute commits cheaply and have demand (high utilization), but the reality is the pie is growing so quickly that even upstarts are absolutely crushing it and growing aggressively (inference dot net, DeepInfra, Wafer, Relace, Morph).
Strategies vary across the board: neoclouds want to serve inference, inference players want to be neoclouds and do higher margin reserved instances / post training, and some want to go heterogeneous hardware or creatively flexible compute constructs.
The risks are: do open source models continue to be competitive? Will their creators rent seek more? Will their shape change compute needs? How do different chips change economics? Who gets compute in a supply crunch?
Below is a aggressive sketch of how gross margin scales with utilization for various models / chip sets.
For now, there are many inference providers and they’re all ripping!
大東 樹生 retweeted
We built a website to make it super easy to get started with protein design and participate in the Anthropic x Adaptyv protein design competition
▶️ design-a-protein.com
This week, we're challenging people to design an Ozempic-like drug. You can get started in just a few clicks, using the newly released RFD4 model to design proteins targeting the GLP-1 receptor.
We'll synthesize and test 1000+ of these designs in our automated biology lab, including whether they actually activate the cell receptor, and make all the results publicly available
