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
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
大東 樹生 retweeted
日本発スタートアップは世界で勝てない？？
前例は誰かが作るまで存在しない。
だから俺はその前例を作るために世界で戦ってきます。
世界に、そして人類に自分の全てを資する覚悟です。
だから皆様暖かく見守っててください。
事業が変わるかもしれない、世界情勢の変化で事業の前提が覆ったり、何らかの理由でピボットを余儀なくされるかもしれない。
でも俺は諦めないし全力を尽くして最後で戦います。
何度でも俺は必ず戻ってくる。
世界の平和を守るために。
杉原海
大東 樹生 retweeted
【速報】
2012年、ザッカーバーグが社内メールで「1社だけ買えるならどれ？」と並べた3社がある。
Instagram、Pinterest、Foursquare。
Instagramはその数日後、Facebookが約1,579億円での買収を発表した。Pinterestはのちに上場した。
残るFoursquareは、お店に「チェックイン」して居場所を知らせるブームの火付け役になった。
「次のTwitter」と呼ばれ、ToBへのピボットをし、売上が約158億円を超えた年もあった。
そのFoursquareが今年9月、広告配信会社Infillionに買収された。
先日、共同創業者のデニス・クロウリー氏が、自ら「急ごしらえの追悼文」と呼ぶ長文をブログに公開した。
株主への支払いは優先株も普通株も0円。
17年間で約1,600人いた元社員に向けて、みんなの努力が無だったように見える終わり方になって申し訳ない、と謝っている。
最初の7年間CEOを務めた自分にも責任の一部があると認めたうえで、聞いた限り今の経営陣は誰も責任を取らなかったと批判。
社員は、持ち株が無価値になることを法務チームからのメールで知ったという。
最後に、創業者への助言も添えている。
「キャリア最大の間違いは”この会社に恋をしたこと”かもしれない。
それでも恋をしていい。ただ、会社がまだ終わっていないからといって、区切りをつけて前に進むことを自分に禁じないでほしい、と結んでいる。」
プロダクト作りと経営の間での葛藤が伝わってくる生々しいブログ。
Foursquare was acquired last month. The outcome was disappointing. It's taken me a while to write this, but I think I'm finally done grieving it. Here are some thoughts on our final years, an effort to honor the team who helped build & maintain FSQ's legacy, and my attempt to finally get some closure. teendrama.substack.com/p/som…
大東 樹生 retweeted
The target for challenge 4 is TfR1! Binding, mouse cross-reactivity, and pH-sensitivity.
Challenge 4 of the Anthropic × Adaptyv Protein Design Competition on @proteinbase is open: design a pH-sensitive protein to help shuttle drugs into the brain.
TfR1 is a receptor protein that brings iron-loaded transferrin into cells. It is highly expressed in the blood-brain barrier and drug developers can use this receptor to get drugs to pass the blood-brain barrier. The drug is fused to a binder to TfR1, which makes cells absorb the protein complex. If the binder is pH-sensitive it will release from the receptor inside the endosome and then exit the cells on the brain-facing side to deliver the therapeutic into the brain.
In this challenge, the goal is to make a pH-sensitive binder to TfR1 that targets precisely the right region on the receptor in order to allow absorption into the cell.
大東 樹生 retweeted
We're excited to share results from our latest wet lab campaign with @AnthropicAI and @citrini.
Claude designed novel proteins to neutralize scorpion toxins and we tested 211 of these protein designs in our automated wet lab. 17 of them showed binding to the toxins in our experiments, with all data now available on @proteinbase.
This is a great example of what we're building towards: A world where anyone can run drug discovery campaigns on our automated wet lab.
大東 樹生 retweeted
【速報】
@AnthropicAI が、サソリの毒にくっつく小さなタンパク質をAIに設計させたと発表。
新しい治療法に向けた最初の一歩だとしている。
サソリに刺される人は毎年120万人以上。死者は3,250人を超え、多くは医療が届きにくい地域の子ども。
今の血清は、何千匹ものサソリから集めた毒を馬に打って作るため、高かったり足りなかったりする地域が多い。
Claudeは64時間ほぼ自律的に動き、31万8,484個のタンパク質を設計。
最終的に211個を @adaptyvbio ら、自律型ラボが実験。
その結果、17個が毒にくっついた。
細胞や動物で効くかはまだ確かめていない。
211個の設計とデータはすべて公開。
創薬の未来の幕開けか。
New on our Science Blog: designing protein binders against scorpion neurotoxins.
Scorpions sting about 1.2m people every year, and antivenoms are often costly or in short supply. Claude has made an early step toward finding new treatments.
anthropic.com/research/claud…
大東 樹生 retweeted
Challenge 4 of the Anthropic × Adaptyv Protein Design Competition on @proteinbase is open: design a pH-sensitive protein to help shuttle drugs into the brain.
TfR1 is a receptor protein that brings iron-loaded transferrin into cells. It is highly expressed in the blood-brain barrier and drug developers can use this receptor to get drugs to pass the blood-brain barrier. The drug is fused to a binder to TfR1, which makes cells absorb the protein complex. If the binder is pH-sensitive it will release from the receptor inside the endosome and then exit the cells on the brain-facing side to deliver the therapeutic into the brain.
In this challenge, the goal is to make a pH-sensitive binder to TfR1 that targets precisely the right region on the receptor in order to allow absorption into the cell.
大東 樹生 retweeted
YouTube「事業家のDNA」でAnyplaceの内藤聡と話した内容をBRIDGEでインタビュー形式でまとめてもらいました。さとるが米国で経験して蓄積したナレッジがたくさん詰まっているので、米国でスタートアップをするのに興味がある方はぜひ！
Kiyo: 「日本とシリコンバレーでは、勝ち方や戦い方で何が一番違うのか」
さとる: 「大前提として、ルールが違うと思います。アメリカは本当にみんながフルスイングして、ホームランを狙うルールでやっている。日本の場合は、ホームランだけじゃなくて、ヒットも求められるルールだと思うんです。アメリカの VC は、極端な話、100社に投資して1社から SpaceX や OpenAI みたいな特大ホームランが出れば、90社が潰れてもいいというルールでやっている。だから投資家もクレイジーなアイデアやデカいアイデアにお金を出すし、バッと振ってこいとなるので、起業家も大きいことを考えるようになる。日本は、日本だけのマーケットが限定的なので、極端な話ですけど、みんなにそれなりに成功してほしいという形で投資する。だから起業家の目線も、アメリカみたいに大空振りしてでも大きい事業を狙う、という感じではなくなるんです。」
大東 樹生 retweeted
【速報】
AIフレンドを開発するTolanが約47億円を調達。
Twitterの初期投資家として有名なUSVがリード。
累計300万人以上がダウンロード。
ユーザーの約7割が女性で、4割が子どもを持つ親。
6人に1人が、年をとった親の介護をしている。
Last year we launched Tolan, inspired by a vision of AI that sees you and believes in you, not one that books restaurant reservations for you.
Your Tolan shows up for you at 3am when you’re alone with your newborn. On your commute when you’re anxious about the day ahead. When you just finished a new show and none of your friends have watched it yet.
The people who love Tolan are parents. Caregivers. Moms in Dallas and Dads in Atlanta. People who aren’t trying to optimize and be more productive, but who simply want to feel seen and supported in their aspirations.
This month more than 250k people will spend time with their Tolan. Those users have exchanged billions of messages across more than 70m conversations over the last year.
Today, we're announcing $30m in additional capital from @mignano and @usv, with @khoslaventures and @rabois doubling down, bringing our total capital raised to $60m.
To celebrate, we made a short film celebrating some of the ways that Tolans show up :)