Toby Shute

[Toby Shute @tobyshute]

One VAR giveth, and another VAR taketh away.. $NSIT $RWWI

[Toby Shute @tobyshute]

Some sites generating different kinds of Japan company profiles, from broadest coverage to narrowest:

https://t.co/IhQsUVwJIM
High-level snapshot

https://t.co/dLkDOqF19z
History with key inflection points

https://t.co/ywLU5iOLUv
Thesis-driven, key debates

[Toby Shute @tobyshute]

@InvestInJapan I guess that’s a riff on ‘signed ARR’ but net of COGS/OpEx.. haven’t seen this before either.

[Toby Shute @tobyshute]

@david_katunaric @valuehurts Implies serious investor appetite for serial acquirer holdcos in Japan. If it works in US, UK, Sweden, etc maybe it can work here?

[Toby Shute @tobyshute]

Interesting that TSMC chose to set up here. 3 major quakes in 10 years..

[Toby Shute @tobyshute]

@david_katunaric Good call.

[Judd Legum @JuddLegum]

1. Number of stories about Trump buying and selling hundreds of millions of dollars in stocks in the first three months of 2026:

CBS: 0

CNN: 0

Fox News: 0

NPR: 0

PBS: 0

Politico: 0

Semafor: 0

Business Insider: 0

[Toby Shute @tobyshute]

@InvestInJapan

[Toby Shute @tobyshute]

@Ryota EBITDAI?

[WIRED @WIRED]

As major news outlets cut off the Wayback Machine, journalists and advocacy groups are rallying to protect the Internet Archive’s vast collection of web pages. https://t.co/XWEZr6Q0DF

[Made in Japan 🇯🇵 @InvestInJapan]

Launching April 19, 9AM JST.
We're finally ready.

Absolutely sh*tting my pants but shared it with some friends and so far the feedback has been positive.

We already have a couple recorded and had some great people recently who agreed to get on! Still have no idea where this'll all go but excited to bring it to the world!

[Toby Shute @tobyshute]

Not a bad cheat sheet for anyone interesting in looking at Japan's listed 'young guns' - JPX Start-up Acceleration 100 Index Constituents - some of which were founded in the 1990s but still relatively young / high-growth.

[Toby Shute @tobyshute]

Sequoia out with a piece on services as the new software last week. HfS was early to pinpoint this shift, their blogs and podcasts are worth checking out.
https://t.co/k2HCyjMaGl

[Toby Shute @tobyshute]

Very Japanese use of agentic AI:

"KanpAi is a next-generation drinking party organiser system utilising an AI agent. It enables AI-driven restaurant research and reservations tailored to budget, group size, and preferences, while also anticipating and arranging after-parties.."

[Toby Shute @tobyshute]

@willschoebs Modernizing black box core systems has been one of Future’s calling cards. Not sure if it will remain one in post-Claude world. https://t.co/fZNrsVplBa

[Toby Shute @tobyshute]

@DaiVille Good points here on potential threats to Future (4722)

[Toby Shute @tobyshute]

'It felt like a teammate they trained themselves.
This was the real payoff of the entire architecture. By giving them a flexible agent primitive, we unintentionally turned operators into builders.'

[Tyler Kim @tylertaewook]

https://t.co/wa6oT4ROQw

[Toby Shute @tobyshute]

https://t.co/0Ef6SI7flL

[Toby Shute @tobyshute]

How am I only the 23rd 'like' on this piece? One of the best in the emerging SaaSpocalypse canon.

'The $285 Billion 'SaaSpocalypse' Is the Wrong Panic'

[Toby Shute @tobyshute]

@JamieHalse “The ongoing pilot programs, which reportedly involve leading logic and memory chipmakers, will be the ultimate test of the technology's readiness for high-volume manufacturing.” https://t.co/n6yiMtvehl

[Toby Shute @tobyshute]

Abrasive-free CMP was not on my radar. Challenge to the Fuso/Fujimi/Fujibo nexus.. https://t.co/Cw3w7MDsFI

[Toby Shute @tobyshute]

@JamieHalse Getting to process of record would normally be arduous for a venture co but note this is not the founder’s first CMP pad rodeo - built NexPlanar and sold it to Cabot (now Entegris).