Yuta Sekino

PMM←PdM←CSM←SE/PjM(SIer) いつだって悲観は気分、 楽観は意志だ。

[株式会社SmartHR @SmartHR_jp]

【ARR300億円を突破🎉】
継続的なプロダクト拡大に加え、「AIアシスタント」を筆頭とする従業員ポータル領域が新たな事業の柱へと成長しています。
今後もSmartHRでは、人事データとAIを中心とした最新技術を掛け合わせ、企業の人材・組織戦略の実践を支援してまいります。
https://t.co/bgGNeDRblA

[Yuta Sekino @A_Band_Apart_]

日本のSaaS企業でも有数の規模にある弊社のPMM組織。
・どんな体制なのか？
・どんなチャレンジがあるのか？
興味がある方はぜひ参加ください！出展ブースもあるみたいです！

[株式会社SmartHR @SmartHR_jp]

イベント登壇のお知らせ📢

7/13(月)に開催する
「PMM JAPAN CONFERENCE 2026」にて、
プロダクトマーケティング本部マネージャー 島田悠司が登壇します！

テーマ：新規事業立ち上げにPMMが果たすべき役割と責任

SmartHRブースも出展！ぜひお話しましょう✨️
申込みURL：
https://t.co/9zCt1SrJEl

[及川卓也 / Takuya Oikawa @takoratta]

はてなブログに投稿しました
Disruptする側、される側 — Google I/O 2026 初日に思ったこと - Nothing ventured, nothing gained. https://t.co/LvuVP5N3PW
#はてなブログ #生成AI #Google

[Mayu Kudo | 工藤 真由 | Globis Capital Partners @_mayumayu13]

https://t.co/qSkGd5kPFn

[Yuta Sekino @A_Band_Apart_]

Proでも使えるのありがたい！
Opus4.7コーディング性能の上場幅はそこまでだが、画像認識力を飛躍的に向上させているのでプロトタイピング用途のユースケースをこのタイミングでがっつり取りにきたのかなと。
Figmaどうなるんやろな〜。

[Claude @claudeai]

Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude.

Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.

[Yuta Sekino @A_Band_Apart_]

情シス領域に興味がある方いればぜひ！
https://t.co/v45W07utOY

[Aakash Gupta @aakashgupta]

Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast.

That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted.

This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on.

The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round.

That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide.

The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly.

Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative.

Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free.

The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that.

If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation?

kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.

[Yuta Sekino @A_Band_Apart_]

期待期待！
スプレッドシートのスライド生成自動化いけるのか？
さっそくクラスメソッドさんが試してくれている！
https://t.co/iOKgsJ3Y5Y

[Addy Osmani @addyosmani]

Introducing the Google Workspace CLI: https://t.co/8yWtbxiVPp - built for humans and agents.

Google Drive, Gmail, Calendar, and every Workspace API. 40+ agent skills included.

[TBPN @tbpn]

BREAKING: Anthropic is hiring a “Salesforce Administrator” to run CRM for its GTM team

[こぎそ @kgsi]

https://t.co/wegwxKkAFE

[Yuta Sekino @A_Band_Apart_]

キター！Googleスライドも頼む！

[Gemini Notebook @Gemini_Notebook]

Because you wouldn’t let it slide… these are rolling out today for our most requested feature:

Prompt-Based Revisions: Tweak, tailor, and tune your slides just by prompting the revisions you want

PPTX Support: You can now export your Slide Decks (Google Slides coming next!)

[Yuta Sekino @A_Band_Apart_]

前職の後輩が司会と企画を担当しているイベントの宣伝です！気になる方ぜひ〜！

https://t.co/xxzUR90w3g

[Yuta Sekino @A_Band_Apart_]

堀口さん！次戦誰になるんや？
タイトル挑戦が誰になるか次第だけど、ケイプが優勢だと日本大会メインで平良達郎戦🤔
UFCフライ級戦線楽しみすぎる。
https://t.co/d6xJjHttjE

[Yuta Sekino @A_Band_Apart_]

SaaSは死なないわ。私が守るもの

[Yuta Sekino @A_Band_Apart_]

https://t.co/KdBuQmveOJ
大募集中です！

[中川 祥一｜CMO1号 代表 @sho1nakagawa]

https://t.co/kXCtKRSBvd

[Masato SERIZAWA | SmartHR CEO @masato_serizawa]

SmartHR社、稀によくある採用ピンチです！ﾀｽｹﾃ...
ありがたいことに事業が急成長し、採用が全く追いついていません😭
特にビジネス系職種が足りておらず、「オープンオフィス」を緊急開催します！オフィスやメンバーの雰囲気が体感できておすすめです。あと、ご飯が美味しい。
ピンときた方、ぜひ遊びに来てください！詳細はスレッドへ！

[Yuta Sekino @A_Band_Apart_]

併せてサービス10周年サイトも公開されています！いまなかどんな形なのか気になる方はこちらもぜひ！
https://t.co/3JsiNEZJSY

[Yuta Sekino @A_Band_Apart_]

1月からSmartHRでタレマネ領域のPMMを担当しています！　
プロダクトラインナップもかなり拡張されておりPMMの重要性、存在価値が非常に高いフェーズです！少しでも気になる方いたらぜひ声かけてくださーい！
PMMが「調整役」になり始めたら、組織は次のフェーズに来ている
https://t.co/ioKCg5DJJw

[Yuta Sekino @A_Band_Apart_]

使ってみてええ

[Claude @claudeai]

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code.