@dieworkwear Thank you so much! Was lucky enough to meet with Matthew Gonzalez recently on his trunk show and hope to work with him - love your recommendations!
@NateSilver538 If we assume they are operating at a loss, the rational choice is to point you towards the solution that requires less effort from them.
I'm honestly kind of awestruck to be witnessing this. The methods of one of humanity's oldest intellectual traditions being rebuilt from the ground up right in front of our eyes.
After nearly a full year in orbit, our W-4 demo mission has come to an end after performing a disposal burn.
Cheers to a great vehicle and a great set of data. The W-5 and W-6 missions were even better thanks to what we learned from W-4.
I almost hesitate to promote this, because it wasn't really intended to be a piece. I just sort of sat down and it came out. Maybe someone else out there has the same type of day today, and it'll speak to them.
https://t.co/xSMUDOrHcC
@zeynep You're right the current hype narrative on the adoption speed of AI is wrong. It'll follow adoption curves we've seen with other tech - maybe faster but still a non-trivial amount of time. And also WAY more complicated to implement that the hype says. But it's still important!
If you're interested in bespoke tailoring and based in the United States, I have some trunk show announcements to share with you. Since Twitter recently changed their formatting options, I will be doing this as a thread. 🧵
Quarterly reminder Krugman was absolutely dead to rights with this quote people try to dunk on him with: since 1998 total factor productivity grew 0.6% per year and prior to 1998 it had been growing 0.68% per year. The fax machine was actually super important!
NSV is excited to announce our Scout investment program, enabling us to invest into both VCs and startups in the extremely early stage.
Traditionally NSV has invested into seed-stage VCs and then directly into the winning startups that emerge. With the rapid acceleration AI is causing, often called “seed-strapping”, this Scout program enables us to place smaller bets much earlier into both VCs and companies.
We are excited to announce NSV’s second investment into a venture capital firm from our Fund V: @balerionspace.
Balerion Space Ventures, as the name suggests, focuses on the rapidly developing and expanding space economy. They have an excellent financial track record in previous funds and have demonstrated the ability to identify impressive founding teams. They have backed multiple breakout companies across the whole spectrum of space startup opportunities - including transportation, communications, manufacturing, manned space, and lunar operations.
We look forward to joining in on the continued success of Balerion - and are proud to have already jumped in alongside a few co-investments.
NSV Managing Partner, Naoki Shibata, has shared his presentation at the Japanese Liberal Democratic Party’s AI study group.
In the presentation, he mainly proposed three points:
• Why Japan should focus on vertical AI
• Why Japanese AI agents have the potential to compete globally
• Policy proposals to promote the adoption of vertical AI agents in Japan
Excited to announce NSV’s new investment in @samaraaero
via @balerionspace from Fund V.
Samara Aerospace is developing a technology that precisely orients and positions satellites in space, addressing critical bottlenecks in size, weight, and power. By significantly reducing these limitations, the technology is expected to increase the number of satellites that can be deployed in a single launch and enable larger and more ambitious space missions.
NSV Managing Partner, Naoki Shibata, appeared on NHK’s “Shiten, Ronten”.
The topic was “Japan’s Winning Strategy in Generative AI.” Drawing from insights on the ground in Silicon Valley, Naoki shared his unique perspective that Vertical AI is the key to Japan’s success.
NSV Managing Partner, Naoki Shibata, was featured in Nikkei Business.
Naoki explains why the “Death of SaaS” has suddenly become a hot topic by breaking down generative AI into five layers, and offers recommendations for Japanese SaaS companies.
Honored to share that After AI, a book by NSV Managing Partner Naoki Shibata, received the “Globis University of Management Award” at the Business Book Grand Prix 2026 (Reader’s Choice).
Thank you to everyone who voted.
Following a recent appearance on NHK, we’re grateful that the book continues to receive such strong recognition. We will keep learning from leading-edge AI case studies through our investments—and work to share those insights back with the community.