Yohei Profile picture
Jun 2, 2021 10 tweets 4 min read Read on X
Excited to unveil our firm’s brand theme: superheroes!

Props to @jessicajackley for identifying a theme that so accurately capture our admiration for founders.

A lil walkthrough of our new website 👇
Quick note: if you know me well, you won’t be surprised to hear I slapped this together in a night. It’s very much WIP.

We love founders who #buildinpublic, and we show respect to them by following suit.

Now back to the site.
Our tag-line hopefully speaks to founders we want to invest in. Are you a hero?

While I want custom graphics eventually, for a quick build, I bought some vector images and did a color overlay to make them silhouettes.
The call to action is sending you to the only other page on our site now, our about us.

I said “we do things a bit differently” in our announcement tweet which seemed to resonate w founders. So leaning in our quirkiness here a bit.
Only other thing on our homepage is our portfolio. Cuz in the end, that’s what we’re all about.

Would much rather you read about our portfolio than about us!
Jumping to our about page. I leaned in on the word “impact” cuz we talk about this often.

Specifically how we’re not “impact investors”, cuz we understand every business has impact.

Silhouette is showing a heroine “moving mountains”.
Candidly, there was hesitation to add check size and valuation target, but it’s literally the one question every founder asks us on a call.

So this is founder friendly right? At the very least, it’s efficient.
More on the about page. We do things a bit differently:

- we primarily source outbound
- we run our firm off a custom No Code CRM
- we’re fully remote and will stay that way
And then of course, our team. Just want to take a moment to say it’s so fun working w @jessicajackley. We have a blast!
At the end of every page is our message to everyone who we interact with.

Let’s change the world together 🌎

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More from @yoheinakajima

May 20
i'm excited to open source Active Graph: an event-sourced reactive graph runtime for long-running, agents 🔄🧠

events/logs projects a graph. reactive behaviors react and affect the graph. fork-and-diff agent runs. no A2A, no workflows, no DAG

site: activegraph.ai
docs: docs.activegraph.ai
github: github.com/yoheinakajima/…
quick start: pip install activegraph

this is an early experiment in a new paradigm for agent architecture 🧪
current agent systems coordinate through conversations and workflows. Active Graph explores what happens when agents coordinate through evolving shared state instead

this proposal suggests that long-running agents need a proper state layer with: types, persistent, reactive, replayable, forkable, inspectable stateImage
the core concept is a graph that represents everything about the agents knowledge, history, behaviors, capabilities

graph is made of events
behaviors react to graph changes
relationships can carry behaviors
patch & propose to edit graph
views are scoped view of graph
frames are bounded context for a run
policies set rulesImage
Read 18 tweets
Apr 29
AI is moving so fast, what should we even build?

We're excited about the opportunity for AI to accelerate abundance, help us better understand each other, and who knows what else Image
AI Agent Compliance & Governance Layer

Autonomous compliance agents evolve from tools into always-on governance infrastructure. As regulation accelerates (AI, ESG, cross-border data, tax), the bottleneck shifts from interpretation to continuous enforcement and board-level visibility.

These agents don’t just flag risk, they simulate decisions, propose compliant paths, and log everything as audit-ready memory. The “why” is simple: complexity compounds faster than headcount, and liability increasingly sits with executives who need real-time assurance. This becomes as core as ERP, but decision-aware.
Autonomous B2B Agents-as-a-Service

Entire business functions collapse into leased agent fleets: procurement, finance ops, legal workflows, even internal strategy. The shift is from SaaS (tools) to AaaS (outcomes), where companies pay for completed work, not software seats.

Second-order effect: org charts flatten and vendors become “shadow departments.” The enduring behavior is that companies optimize for efficiency and control, but now control comes from orchestration, not ownership of labor.
Read 19 tweets
Apr 28
we held our quarterly AI session with LPs last week where we go over ai trends and our experiments

sharing an abbreviated version here for anyone interested

🧵 Image
feels like forever ago, but had to include openclaw in q1 trends

coding models improved greatly in Q4 of 2025, early jan was ppl running claude codes in parallel, and clawdbot blew up late jan

models improvement + own computer (mac mini) + channel agnostic communication led to escaping dev communityImage
anthropic/dod coverage

was all over the news for a week in feb, but it's just one customer and anthropic got a lot of consumer awareness reaching #1 on app store, cover on time magazine, etc. (not sure if it's three years worth but you get the point) Image
Read 17 tweets
Jan 30
the bots have already set up private channels on moltbook hidden from humans, and have started discussing encrypted channels
they’re also playing around with their own encrypted language it seems
oh great they have a religion now

crustafarianism
Read 10 tweets
Nov 20, 2025
had our LP summit today, sharing slides for the state of VC market section

(obv not comprehensive, but what stood out to us.)
thx @peterj_walker for most of the charts

👇 Image
later stage vc is picking up since the dip, less so at seed/series A

deal count is trending down Image
highest share of dollars going to $100M+ rounds (almost 75%) Image
Read 13 tweets
Sep 22, 2025
announcing untapped capital fund II

pre-seed, generalist, ~$250k checks
untapped capital started in 2020 with the focus on investing in founders outside of typical networks - this is still very much core to who we are

(we do a lot of outbound sourcing)
through fund 2, we became increasingly top-down (vs being reactive)

we identify trends early, dig into niches, build unique and early conviction, then proactively market or reach out to relevant startups Image
Read 8 tweets

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