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Jason Guo
@StarSpaceVC
VC & Founder@StarSpace Capital/ Focus on AI+Web3 / Frontier Tech/
HongKong
Joined May 2021
2.2K Following
405 Followers
3.1K Posts
We are proud to announce that @GoodVisionAI and ATTO Research have officially entered into a strategic partnership.
The agreement was jointly signed by Yushan Zheng, Chairman of GoodVision AI, and Dr. Jae Woong Chung, CEO of ATTO Research.
ATTO Research is a premier Software-Defined Infrastructure (SDI) and Data Center (SDDC) specialist, recognized for its world-class expertise in hyperscale data centers, cloud platforms, and network virtualization. In addition to serving as CEO, Dr. Jae Woong Chung is a professor at KAIST and Head of the Task Force at the Presidential Council on National Artificial Intelligence Strategy. Joining forces, the two companies will co-develop South Korea’s first supply chain-focused AI Data Center (AIDC) network.
This landmark partnership kicks off with a minimum US$50 million joint investment, targeting a long-term combined capacity of 40MW across strategic locations near Seoul, Busan, and Daegu.
🛑 The Challenge: Traditional data center construction takes years, while enterprise GPU procurement happens in months. This timing gap has been a major bottleneck, delaying critical AI workload deployments.
✅ Our Solution: By delivering modular AIDCs synchronized with GPU procurement cycles, we are closing this infrastructure gap—ensuring enterprises get the exact compute capacity they need, right when and where they need it.
🔗 Read the full press release here: https://t.co/VZRialSpVZ
⚠️ Disclaimer: This announcement is for informational purposes only and does not constitute an offer or solicitation of applicable stock.
#AI #DataCenters #AIDC #SouthKorea #Infrastructure #ArtificialIntelligence
Thrilled to back @PeakAI in their Seed+ round! 🚀
In marketing space, data integrity is everything. Proud to support the team building the ultimate distribution OS for the AI era. The future of brand reach is here.
🚨 THE NEXT 72 HOURS COULD BREAK THE GLOBAL MARKETS.
And this is not due to one but a total of 4 big events.
Starting with the US-Iran peace deal first.
So far, the US-Iran peace deal has been getting delayed, but now it's close to an actual agreement.
But what happens after the US-Iran peace deal is signed?
Inflation won't just disappear.
Oil supply shock won't go away.
Markets will start to focus on actual things, and that's when things will get worse.
The same happened during 1980s energy supply shock, and the same could repeat again.
The next is SpaceX.
It launched this Friday, but the next week will be the real test.
If $SPCX shows any weakness, it'll be a sign that the market can't absorb such a high-valuation IPO.
This'll not only impact upcoming IPOs but could also trigger a sell-off across the tech and AI sectors.
After this, we have the BOJ rate decision on 16th June.
A rate hike is confirmed, but here's something else.
A BOJ rate hike will strengthen the yen, which could trigger the carry trade unwind.
Remember the August 2024 crash?
Markets could repeat something similar again.
And finally, the Fed interest rate decision.
For now, the Fed is expected to pause, but the rate hike odds for Q4 2026 are going up.
And it'll be interesting to see what Kevin Warsh thinks of it.
Will he preach for more easing like Trump expects, or will he make decisions based on actual data?
If he goes for the latter, this will bring the entire market down.
So keep my notifications on, as I'll be updating all these in real-time.
The upcoming week is not like the others, so be prepared for massive volatility.
Can AI hallucinations repeat?
If not,
then there is no shared reality.
If they can repeat,
it means that the hallucinations are not random.
Then what are they?
Do AI systems see the world the same way? 🤖
MIT’s "Platonic Hypothesis" suggested advanced AIs converge on a shared reality. But a new study reveals a twist: that global alignment is a mathematical illusion of high-dimensional space.
Instead, researchers propose the Aristotelian Representation Hypothesis: AI models don't discover a single universal structure; they build meaning through local context and relationships (who is near whom). This shifts how we think about AI alignment and multimodal systems! https://t.co/Tz8dDZ3P1h #epfl
#ArtificialIntelligence #MachineLearning #AIResearch #TechPhilosophy
https://t.co/XHD1MZ4icz
It's quite interesting.
How did it come about?
Was it an inherent subconsciousness that was already present from birth, or was it developed through nurture?
Who is in control of these?
Are there any data or experiments that can support this?
How the Unconscious Blocks Distressing Language. Your conscious intuition says you can’t ignore a negative comment—but your nonconscious mind says otherwise.
A new study in Psychological Science reveals that when we are focused on a task, our brains actively filter out and suppress negative spoken words before they ever reach conscious awareness.
Rather than letting threatening language hijack our attention, the brain acts as an automated "cognitive gatekeeper," shielding our limited mental resources from costly, distressing distractions. Interestingly, researchers hypothesize this protective filter might break down in clinical populations dealing with anxiety or PTSD. https://t.co/tInX0NaGST https://t.co/NZIkK3U5jh
#Psychology #Neuroscience #CognitiveScience #BrainResearch #Consciousness #MentalHealth #BehavioralScience
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
SpaceX's 11th employee just became a billionaire.
Gwynne Shotwell joined SpaceX in 2002. She was employee number 11, joining as VP of Business Development before the company had proven a single rocket could fly.
She didn't even go there looking for a job. She had taken a colleague to lunch to celebrate him leaving for SpaceX, ran into Musk at the restaurant, and got interviewed on the spot. A week later, she joined him.
Her job: sell rocket launches for a company nobody had heard of. She built the Falcon vehicle manifest to over $5 billion in commercial contracts. She managed SpaceX's growth to 22,000 employees. She was the one who told NASA, the Air Force, and paying commercial customers why SpaceX could get to orbit cheaper and faster than anyone before it.
She was also the one who said no to going public for years. "I wasn't sure the company would go public," she said on CNBC yesterday. She resisted the pressure because she believed the public markets would force SpaceX into quarterly thinking, which would kill the mission.
She finally decided it was time. "I do not want to focus on quarterly earnings," she said on IPO day. "What we're doing is very futuristic."
Her stake is now worth north of $1.3 billion. She's SpaceX's fifth-largest Class A shareholder.
The 24 years of operational work that made yesterday possible have Gwynne Shotwell's fingerprints on them.
Elon Musk predicts AI compute in space could become cheaper than terrestrial AI far sooner than most people expect....possibly within just 2–3 years
“Space has this advantage that it’s always sunny. I actually think that the cost of AI and deploying AI in space will drop below the cost of terrestrial AI much sooner than most people expect.
I think it may be only two or three years before it is actually lower cost to send AI chips to space than it is on the ground. Because in space you don’t need much in the way of batteries because of it’s always sunny.
And the solar power you’re gonna get at least five or more times the solar power you get in space versus the ground because you don’t have atmospheric attenuation or a day-night cycle or seasonality.
Ans in Space you don’t need heavy glass or framing to protect space solars from extreme weather events.
So as soon as the cost to orbit drops to a low number it immediately makes extremely compelling sense to put AI in space.”
★ Y Combinator (YC) 2026 Summer Closed-Door Memo Leaked — Declaring "SaaS Is Dead, Physical AI Reigns Supreme" .
☆ The most circulated document in Silicon Valley's venture capital circle today is the summer venture trend memo just sent by YC's core partners to their internal alumni. This memo has completely stripped away the last veil of the past decade's "software tax (SaaS)."
☆ Core Insight: YC clearly stated that the SaaS venture model of the past—wrapping a large language model, writing a few lines of code, and building an attractive frontend UI to charge enterprises subscription fees—has seen its commercial survival rate drop below 3% in 2026, as the cost of large model inference approaches zero.
★ Where the growth is: Venture capital is fleeing software and pure cloud-based AI, pouring into "Physical AI" in full force.
☆ Includes industrial robots and offline edge privacy computing hardware.
★ [StarSpace This Week's Reflection]:
☆ YC's report indicates that Silicon Valley's top venture capital trends have completely abandoned "inflated soft AI" and are now fully shifting toward physical infrastructure and edge hardware.
☆ However, physical AI cannot achieve mass production or scale up in the short term (within six months to a year), and thus cannot deliver performance results.
★ Then why do top-tier investors like a16z and YC keep pouring money into it so aggressively?
★ How should we defend and position ourselves when investing in both primary and secondary markets?
![StarSpaceVC's tweet photo. ★ Y Combinator (YC) 2026 Summer Closed-Door Memo Leaked — Declaring "SaaS Is Dead, Physical AI Reigns Supreme" .
☆ The most circulated document in Silicon Valley's venture capital circle today is the summer venture trend memo just sent by YC's core partners to their internal alumni. This memo has completely stripped away the last veil of the past decade's "software tax (SaaS)."
☆ Core Insight: YC clearly stated that the SaaS venture model of the past—wrapping a large language model, writing a few lines of code, and building an attractive frontend UI to charge enterprises subscription fees—has seen its commercial survival rate drop below 3% in 2026, as the cost of large model inference approaches zero.
★ Where the growth is: Venture capital is fleeing software and pure cloud-based AI, pouring into "Physical AI" in full force.
☆ Includes industrial robots and offline edge privacy computing hardware.
★ [StarSpace This Week's Reflection]:
☆ YC's report indicates that Silicon Valley's top venture capital trends have completely abandoned "inflated soft AI" and are now fully shifting toward physical infrastructure and edge hardware.
☆ However, physical AI cannot achieve mass production or scale up in the short term (within six months to a year), and thus cannot deliver performance results.
★ Then why do top-tier investors like a16z and YC keep pouring money into it so aggressively?
★ How should we defend and position ourselves when investing in both primary and secondary markets?](https://pbs.twimg.com/media/HKroVH6aEAALGVj.jpg)
This may be the greatest angel investment in the history.
David Sacks invested in SpaceX when it was valued at just $27 million back in 2002.
Evan $100,000 investment from that round would now be worth over $6 BILLION at today’s IPO valuation.
$SPCX - SPACEX IPO: THE BIGGEST BET IN MARKET HISTORY
SpaceX is really three businesses under one stock:
Starlink is the profit engine, generating $11.4B in revenue and $4.4B in operating profit in 2025. Subscribers grew from 2.3M in 2023 to over 10M by early 2026.
SpaceX Launches generated $4.1B in revenue but lost money due to massive investment in Starship, the rocket intended to dramatically lower launch costs.
AI (xAI + X) generated $3.2B in revenue but lost $6.4B in 2025, consuming all of Starlink's profits and more.
Without AI, SpaceX was profitable. With AI, it lost nearly $5B in 2025 and another $4.3B in Q1 2026 alone.
The IPO values SpaceX at $1.77 trillion, but only 4.3% of shares will trade initially. That limited float could drive strong early demand and volatility while making true price discovery difficult.
Retail investors are getting access to just 1.3% of the company, while insiders and major funds remain largely locked up. Those restrictions begin easing within months, potentially increasing selling pressure.
SpaceX will not immediately join the S&P 500, as it currently fails key inclusion requirements, delaying an estimated $14B of passive index-fund buying.
The biggest risk is valuation. At roughly 90x sales, SpaceX is trading at a premium far above the largest technology companies. Historical IPO research shows that highly valued, low-float, unprofitable IPOs often deliver strong first-day gains but weaker long-term returns.
The bullish case is simple: SpaceX dominates satellite internet and commercial launches, and Starship could reshape the economics of space. The bearish case is that investors are paying an unprecedented price today for profits that may arrive years from now.
Bottom line: SpaceX may become one of the most important companies of the century. But this IPO looks designed to maximize demand in the short term, while much of the future selling pressure arrives later. For retail investors, the excitement is obvious—the risk is whether today's valuation already prices in most of the future success.
75% of Polymarket's trading volume is now non-human.
53% of web traffic. 44% of US equity buy-side execution.
As bots take over the internet, proving you're human becomes the most valuable thing online.
$ORBS holds 283.4M $WLD, the largest public position in @worldnetwork's Proof of Human network.
Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg
SpaceX just showed the world the satellite that changes everything.
Meet AI1 — the first dedicated AI compute satellite ever unveiled. And the specs reveal exactly how SpaceX plans to move AI infrastructure off the planet.
Compute:
150 kW peak compute payload. 120 kW average. 70 kW per ton. Compute provider fully interchangeable — any AI company can plug in.
Scale:
70-meter wingspan. 20-meter deployed height. The size of a commercial aircraft wing — in orbit.
Thermal System:
110 m² of deployable liquid radiators. Redundant pumping loops. Integrated micrometeoroid shielding. Because in space, heat management isn’t optional — it’s everything.
Power:
150 kW solar array. 250 W/m². Every solar cell manufactured by SpaceX in Bastrop, Texas.
Architecture:
Centralized compute module. Large deployable solar arrays. Purpose-built for AI. Nothing else.
And here’s what Elon said that matters most:
“The AI satellite is much simpler than a Starlink satellite. It’s essentially a lot of solar cells, some laser links. The easier one to design for is the AI satellite. It’s bigger. A lot of this is technology we’ve already made with Starlink V3.”
Simpler to build than Starlink. Bigger. Using technology SpaceX already manufactures at scale.
Anthropic paying $1.25 billion a month for ground compute. Google signing $920 million a month. Both already in talks for orbital capacity.
AI1 is why.
Near-limitless sustainable power. No land constraints. No cooling infrastructure on Earth. Just solar cells, laser links, and 150 kW of interchangeable compute — orbiting the planet at 17,000 mph.
Morgan Stanley projected $3.4 trillion in SpaceX revenue by 2040.
AI1 is the hardware that gets them there.
What did they accomplish this week?
$TSLA
🚨HUGE: CHATGPT IS GETTING A COMPLETE OVERHAUL
OpenAI is preparing its biggest ChatGPT transformation yet, merging ChatGPT, Codex, and a web browser into a single AI-powered desktop platform ahead of its potential IPO, per FT.
Enterprise AI agents, deeper coding capabilities, and new premium tiers will be introduced as OpenAI pushes to make ChatGPT the default interface between users and the internet.
Earn with your judgment, not your time.
Permissionless leverage used to mean code. In 2026, it means agents.
Wealth no longer flows to labor, but to the architect of the system.
US provides the compute, India the nodes, and Bitcoin the truth.
Earn with your judgment, not your time.
correct
Software is eating the world, but hardware remains the stomach. Intelligence is becoming cheap, but energy and atoms are the new bottlenecks. The ultimate leverage isn't just the code; it’s the infrastructure that allows the code to exist in the physical realm.
Nvidia says it is reinventing the PC for the first time in 40 years, replacing the old model, in which humans did most of the clicking and typing, with one in which AI agents do much of the work https://t.co/YeLmEKER5W
Over the past year, we've been building our own internal agent infrastructure at YC: over 350 tools, self-improving skill loops, and a shared organizational brain that gets smarter overnight.
In this episode of the @LightconePod, we sat down with YC General Partner Pete @koomen to talk about how he led the effort from the ground up.
We cover how giving agents unrestricted access to one database was the key unlock, the self-improving skill loops that get smarter overnight, and why he thinks we've arrived at the personal computer moment for AI.
00:39 — YC's AI Stack
02:15 — The Finance Team Problem That Started It All
05:07 — SQL Access Changes Everything
07:20 — One Database to Rule Them All
09:14 — Jevons Paradox
10:07 — Denormalizing for Agents
12:15 — The Single-Player Era of Agents
14:16 — 350 Tools and a Shared Registry
16:24 — Skillify, DRY, and MECE Resolvers
18:23 — The Self-Improving Dream Cycle
20:26 — The Two-Sentence Pitch Skill
23:06 — How Super Intelligence Compounds
25:10 — Recording Everything as a Building Layer
27:10 — The Shared Organizational Brain
29:18 — Trust-Default Culture as a Requirement
30:44 — Raising the Floor for New Employees
32:35 — Horseless Carriages
34:24 — Why Chat Is the Best Interface for Agents
38:50 — Just-in-Time Software
40:49 — Centralizing vs. Decentralizing AI
43:32 — The Personal AI Revolution
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