Soichi Matsuda | (@mtzd3) header
Soichi Matsuda | (@mtzd3) profile picture

行列演算の塊を倒すために、仕方なく半導体沼に落ちた人。LeapMindという会社で、GPUと戦っていたが戦いに敗れる→AI/半導体の出口戦略を作っている

tokyo,japan
Joined April 2020
Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)Photo by Soichi Matsuda | (@mtzd3)
真。1人思い当たる人いるが、これが一番助かるのよ。尚、ポートフォリオ拡大するとフォロー出来なくなるので、VC業的には再現性低いなと思っています。
VCで働いている若手が 「採用or広報or営業支援します!」 はチャンチャラおかしいので、 「メンヘラだし、中身ド畜生で、スタートアップやるしか道がないゴミカス経営者と朝まで酒飲んでメンケアします!」 がいいと思います。 飛ぶ可能性が下がるので、exit支援になります!
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取締役会は本当に大事。常に点検した方が良い。そしてラムチャランの本も読んでおいた方が良い。
Good reminder for all founders to revisit who is on their board (see also, OpenAI coup, Uber, etc) Reset your board during good times to avoid sudden action during bad times
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Jensen交代か…また1つの時代が終わった感。2012年からAIビジネスやってきた身としては、偉大な存在でした。この凄まじい速さで進化するAI領域についていけるCEOが他にいるのか疑問ですが、俺らのElonがDojo完成させるために買収しないかな。世はAI半導体戦国時代に突入したかも。
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気になる
Not sure how many people noticed but @AmpereComputing recently released their (silicon correlated) CPU performance model (Panthera) as used in AmpereOne as open source, and announced this at MICRO-59 this week: github.com/AmpereComputing/p…
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Soichi Matsuda | retweeted
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training. We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵 Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math. rikiyat.github.io/blog/weight-sp… github.com/RikiyaT/lm_und… huggingface.co/Qwen/Qwen3.5-0… huggingface.co/RikiyaT/Qwen3.…
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Soichi Matsuda | retweeted
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…
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いまだにこのネタ言われ続けるのは、牛久さんの人徳が成せる技ですね
ヒントンに敗れた男!
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Soichi Matsuda | retweeted
🚀 Introducing DeepInfer, our in-house inference framework, now fully open source! Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable. 🔗 github.com/deepseek-ai/DeepI… 1/4
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素晴らしいなぁ。こういう事を日本でも出来たら良いな。という夢を見ている
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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Soichi Matsuda | retweeted
🚀 DeepSeek-V4.1-Flash-1017 is here! Stronger benchmark performance, faster task completion, and shorter outputs than the previous version—a Pareto improvement in performance and cost. Now live on our website, app, and API. 🛠️ Optimized for @DeepSeekHarness, Tencent CodeBuddy, WorkBuddy, and more. Upgrade to DeepSeek Harness v0.2.1-rc.1 or later for the best experience with the new model. 1/4
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Soichi Matsuda | retweeted
interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works already-clean.goodfire.com/
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原因はFPGAで間違いない。量産いくほど、台数出ないが、既製品やマイコン組合せでは、解決出来ない、難易度が高い問題に当たる確率が高い
マジでこの10年、以下のどれかに当てはまる仕事しかしたことなし。原因は多分FPGA ・報酬が少ない ・期間が短い ・難易度がクソ高い
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PSNR数値もなく、PPAなどの話もなく、世界初!とは。そして誰が買うの?に対して、めちゃくちゃ苦戦した身からすると、量産品システムに組込まれるイメージが湧かないなぁ
世界初!半導体チップ化でリアルタイムの「画像鮮明化」が実現〜放送、インフラ監視、防衛など幅広い分野が関心〜【調査情報デジタル】(TBS NEWS DIG Powered by JNN) #Yahooニュース news.yahoo.co.jp/articles/d8…
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めっちゃネタにされててワロwこのネタの続きも書いていきたい(誰得
これは投資家コミュニケーションミスってます! 家にアホなVCが突撃してくる可能性が非常に高いです!
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50億調達して、700万円だったよ。普通に生活苦しいので、起業なんかするものではないね。
流石に今はもうちょい高い。 ここに2割が相場かな。 5億調達したけど、1200万円ない社長はリビングデッド確定!
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帰りはだいぶWi-Fiの調子良い
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ダイキンの食堂初めて行ったけど、安くて美味いな🍴
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久しぶりに東海道新幹線乗ったけど、なんだかWifiめちゃ遅くなってないか?昔は、もっとサクサクだった気がしたが
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これだけ情報漏洩案件ニュースになってるけど、Anthropicのレポートみたら、もはや国家主導でやっているから、一企業が守る手段は無さそうだよね。主にロシア/中国/イラン/マリが事例に出ていたけど、まぁ日本以外は世界中でやってそう。 www-cdn.anthropic.com/e50be2…
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これも、タイムズも、AIなんだろうなぁ。因みに、どちらも使った事あるから漏洩しているんだろし、他のものも表面に出てないだけで、漏洩してると考えた方が良いんだろうね。AI safeってなんだろう。
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