Miko

As the heart of crypto, Bitcoin pumps both systolic and diastolic, this is the mechanism that gives everyone, especially contrarians, the price they deserve.

interesting

@cyantist Best investors will go earlier stage.

The future isn’t written in training data. Early-stage investing lives in what hasn’t happened yet. Humans are still the best at this and I can't imagine AI being better on any alarmist timeline. Good luck training on that. Not to mention, I can't imagine the best founders in the world wanting only to work with robots. This is a people business. Sure, some of the tedious shit we do will be automated, but we will, like all other industries, become more super human. These "hot takes" are getting old and lack imagination.

Fundraising is not storytelling. It’s a system. A huge thank you to everyone who joined our recent fundraising workshop with Silicon Valley legendary investor Miko Matsumura (@mikojava). The energy in the room was different. The questions were sharp. The conversations went deep. And the feedback? Overwhelmingly positive. From one of our previous attendees (Becky Ann Hughes - Founder & CEO at Quadrant4 AI): "Thank you so much for leading the VC pitching workshop today. This was the most valuable two hours I’ve ever spent learning about pitching. I literally took 10 pages of notes :) Really appreciate your time." But more importantly — it confirmed something: Most founders are still approaching fundraising the wrong way. Miko Matsumura and I are doubling down on a bigger idea: AI education × entrepreneurship. Not content. Not theory. But systems that help founders actually win. So we built something deeper: A 4-week Fundraising Masterclass — a system-level breakdown of how venture capital really works behind the scenes. If you're serious about fundraising, you should be in this room: 👉 luma.com/at8olpbm?coupo… What You’ll Learn Week 1 — Think like a GP Fund economics, LP dynamics, power law math, investor targeting, and warm intro strategy. Week 2 — Build your narrative Slide-by-slide breakdown, financial modeling, and live deck reviews. Week 3 — Survive the meetings First meetings, data rooms, objection handling, partner meeting simulations. Week 4 — Close the deal Term sheets, cap tables, board dynamics — and full-stack simulation. What You Walk Away With This is not theory. → 30+ tools, templates, and frameworks → A fundraising system you can actually run → The ability to control the process — not react to it Most founders pitch. The best founders run a system. See you inside. #SiliconValley #BuildInPublic #FounderLife #StartupEcosystem

✨ We are excited to announce Miko Matsumura (@mikojava) as a 𝗦𝗽𝗲𝗮𝗸𝗲𝗿 at 𝗧𝗲𝗰𝗵 𝗙𝗲𝘀𝘁 𝟮𝟬𝟮𝟲. Miko is the Managing Partner at @GumiCryptos Capital. With more than 25 years of experience across open-source #software, venture capital, developer platforms, and financial #infrastructure, he has built and scaled technology companies at the forefront of innovation. He previously served as Chief Developer Evangelist for the Java Programming Language and #Platform at Sun Microsystems and has helped raise more than $50 million in venture capital for companies including Gradle and Hazelcast. 𝗔𝘁 𝗧𝗲𝗰𝗵 𝗙𝗲𝘀𝘁 𝟮𝟬𝟮𝟲, Miko will join an incredible lineup of 𝟱𝟬𝟬+ 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀, 𝟭𝟬𝟬+ 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, tech leaders, and innovators shaping the future of AI, emerging technologies, startups, venture capital, enterprise innovation, and Web3. ✨ 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗲𝘅𝗽𝗲𝗰𝘁: • High-impact networking with top tech minds • Panel Discussions • Keynotes from industry leaders • Live tech showcases & demos • Gourmet lunch + happy hour 🍸 📍 India Community Center (ICC), Milpitas, CA 📅 June 12, 2026 | 11:00 AM – 5:00 PM (PDT) 💸 𝗚𝗲𝘁 𝟭𝟱% 𝗢𝗙𝗙 𝘂𝘀𝗶𝗻𝗴 𝗰𝗼𝗱𝗲: GUMICRYPTOS 🎟️ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: luma.com/rztechfest26?u… 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆: @Radiozindagisfo | @strategisminc | The Future of Tech | 10x Growth Strategies | @Productlabs_us Join us for an engaging discussion with Miko on venture capital, Web3, and the technologies shaping the future of transformation. #TechFest2026 #SiliconValley #AI #Web3 #Startups #VentureCapital #Innovation #EmergingTech #TechLeadership #Networking #FutureOfTech #Founders #Investors #EnterpriseTech #DigitalTransformation

🚨Shocking: A 25,000-task experiment just proved that the entire multi-agent AI framework industry is built on the wrong assumption. Every major framework - CrewAI, AutoGen, MetaGPT, ChatDev - starts from the same premise: assign roles, define hierarchies, let a coordinator distribute work. Researchers tested 8 coordination protocols across 8 models and up to 256 agents. The protocol where agents were given NO assigned roles, NO hierarchy, and NO coordinator outperformed centralized coordination by 14%. The gap between the best and worst protocol was 44%. That's not noise. That's a completely different outcome depending on how you organize the agents - not which model you use. Here's what makes this uncomfortable: When agents were simply given a fixed turn order and told "figure it out," they spontaneously invented 5,006 unique specialized roles from just 8 agents. They voluntarily sat out tasks they weren't good at. They formed their own shallow hierarchies - without anyone designing them. The researchers call it the "endogeneity paradox." The best coordination isn't maximum control or maximum freedom. It's minimal scaffolding - just enough structure for self-organization to emerge. But there's a catch nobody building agents wants to hear: below a certain model capability threshold, the effect reverses. Weaker models actually need rigid structure. Autonomy only works when the model is smart enough to use it. Which means every agent framework shipping with one-size-fits-all hierarchies is wrong twice - over-constraining strong models and under-constraining weak ones. The $2B+ invested in agent orchestration tooling may be solving a problem that capable models solve better on their own.

Happy April 1 @gregosuri

The worst Use of Funds slides I see: “We’re raising $4M at $20M post.” Then a pie chart splitting it across engineering, GTM, and ops. Nobody cares about your cost centers. The best version answers one question:

it's interesting the model choked on the 6th commandment, Thou shall not murder. It probably saw the word murder in a religious context and then refused to move forward.

@OpenAI ChatGPT refusing to tell me what the 10 commandments are. Im thinking @elonmusk @grok wouldn't have a problem with this?

@cyantist this was really really big for Vercel.

He/she who controls the bottlenecks, controls the future.

Someone asked what advice founders ignore. That they: 1. Should change their name. 2. Should launch fast. 3. Shouldn't treat fundraising as success. 4. Shouldn't assume they can raise because it's time to. 5. Should fire bad people quickly. 6. Shouldn't talk to acquirers.

@alexatallah im already running a primitive form of this where I have codex running in the same folder on a different terminal tab, just ask for review when the local build is ready

Just open-sourced a personal project, Redline: Automatic reviews from Codex, without leaving Claude Code. github.com/alexanderatall… A few design choices to be aware of:

@alexatallah wow I love this!

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

This is why we are second believers at Long Journey. It comes from this video.

@cyantist I remember this video!!! so good!

JUST IN: 🇺🇸 Senators reach deal with White House to resolve crypto stablecoin yield dispute with banks.

ive been waiting for something like this, great job @davidlsneider

Great week: - multiple of our companies growing at two digits per week - @alignedlayer risc-v zkvm performance becoming top notch - @alignedlayer and @class_lambda find another riscv zkvm soundness bug - i finally finished the PoC and paper of what I consider a relevant finding in AI. the math lambda team already double checked things - concrete, our programming language is becoming better and better. i will soon explain why is it so good and important in an AI world