久保田 雅也@Coalis (@kubotamas) on X (Twitter)

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久保田 雅也@Coalis is a creator on X (Twitter) in the 40K–50K follower range, publishing for VCs, investors, and startup founders interested in AI investing and tech trends (Japan and US focused). Profile last checked 2026-07-07.

Observed facts (from the public profile):

Profile bio

Coalis GP。元WiLの創業メンバー兼パートナー。シリコンバレーの最新テックトレンドについてゆるく発信します。NPプロピッカー。日経XTech連載中。DeNA、ビットバンク社外取締役。ソロキャピタリストファンドのM2立ち上げました。調達やExitの相談気軽にDMください！https://t.co/YyeglXwOuf

What this creator posts about, and who reads it (AI-inferred)

Recurring topics: Cost advantages of open-source AI, AI rollup investment cases, AI-driven investment decision automation, Production operation trends for AI products

Audience: VCs, investors, and startup founders interested in AI investing and tech trends (Japan and US focused)

Provenance: inferred by AI from public content, not stated by the creator — confidence 0.40 · read from 4 recent posts · updated 76 days ago.

Audience read from this creator’s own recent posts, not from platform-declared categories. It is our reading, and it can be wrong.

Recent content samples (what the inference above was drawn from)

オープンソースが席巻している」という見方とは逆に、企業のLLM支出に占めるオープンソース比率は19%→11%へ低下 一方で、AIプロダクト企業では本番環境でオープンソース利用が急増。例えばDecagonは約90%をオープンソースモデルで運用 理由はコストではなく、速度・低遅延・細かなファインチューニング。特定用途では小型モデルを最適化した方が実用的…

AIロールアップのThrive Holdingsが20億ドル調達。SoftBank、Altimeter、D1 Capitalなどが出資 OpenAIも出資・人材提供し、AIエージェントを共同開発してる もう会計事務所を48も買ってるのか https://t.co/0vlo0jxPto

AIはオープンソースが勝つ。理由は倫理や安全性ではなく、圧倒的な低コスト化が新しい産業を生むからと 歴史を振り返ると、革命を起こしたのは発明そのものではなく価格の急落だった - アルミニウム：高級品→安価になり航空産業が誕生 - 電力：富裕層向け→普及し家電や大量生産が発展 - コンピュータ：トランジスタ価格の低下→インターネットやスマホ産業が誕生 - 通信：国際電話の低価格化→リモートワークやクリエイター経済が誕生…

投資判断もAIに - 金融ニュースやレポートの中から「投資家が本当に読むべき情報」を、熟練投資家のラベルを使って学習 - モデルと専門家の判

See the original post on X (Twitter)

Where this creator sits among comparable accounts

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Machine-readable representations

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• /kol/x/kubotamas.json
• /kol/x/kubotamas.md

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