『Disrupting Japan』のカバーアート

Disrupting Japan

Disrupting Japan

著者: Tim Romero
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Disrupting Japan gives you candid, in-depth insights from the startup founders, VCs, and leaders who are reshaping Japan.Tim Romero マネジメント・リーダーシップ リーダーシップ 政治・政府 旅行記・解説 社会科学 経済学
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  • Soft robots are solving hard problems in Japan
    2026/07/20
    Slithering robots sounds vaguely horrifying, but it turns out they're incredibly useful. Soft-robots lack the charisma of their more acrobatically-inclined rigid counterparts, but some startups are betting on the unique role they have to play. Today we sit down with Toru Ichihashi, the CEO Solaris, and we talk about what it takes to turn a university research project into a viable startup, what happens when Japanese VCs decide it's time for a startup to change CEOs, and the most likely path for soft robots to slither onto the world stage. It's a great conversation, and I think you'll enjoy it. Show Notes The creeping problem with pipes How to stuff a robot into an industrial pipe What's driving the early adopters of soft robotics Turning a university spin-out into a business-focused startup When do Japanese VCs decide its time to change CEOs The importance of both funding and marketing partnerships in Japan Can partnerships help Japanese startups go global? Why we don't see more soft-robotics in the real world Why Japanese investors focus more on risk than opportunity Links from the Founder Everything you ever wanted to know about Solaris Watch videos of the Soha soft robot crawling through all kinds of things. Connect with Toru on LinkedIn Leave a comment Transcript Welcome to Disrupting Japan, Straight Talk from Japan's most innovative founders and VCs. I'm Tim Romero, and thanks for joining me. We've been talking a lot about robotics on Disrupting Japan recently, and frankly, that's because there's been a lot going on in robotics in Japan recently. Today, we're going to be focusing on soft robotics. And by soft robotics, I don't mean that they're cute and fuzzy, but that they are non-rigid. Soft robots are robots that can bend and curve and even slither. So today, we sit down with Toru Ichihashi, CEO of Solaris, the makers of the soft robot Soha, which crawls through industrial pipes to inspect and to clean them. It's a natural, real-world use case for soft robots. But of course, things are not quite so simple. Even in Japan, bringing a robot to market is a lot more challenging than you might think. Now, during the podcast, both Toru and I make truly heroic efforts to try to describe how this robot actually moves and manages to crawl through these small pipes, but you really have to see it to understand. There's a link to the videos up on the site of Soha crawling through transparent pipes, so check those out. Toru and I talk about the real challenges of establishing a new market in Japan, why sales partnerships are much more important in Japan than they are elsewhere, and what happens when startups investors decide that it's time for a new CEO. But you know, Toru tells that story much better than I can. So, let's get right to the interview. Interview Tim: So, we're sitting here with Toru Ichihashi, the CEO of Solaris, who's making the Soha robot, a small-diameter pipe inspection and cleaning robot. And thanks for sitting down with me. I really appreciate it. Toru: Yeah, I'm the same here, so I really appreciate this opportunity. Tim: Yeah, in your brand new office too. Toru: Yeah, yeah, just a week. Tim: So, tell me a bit about Soha. What is it exactly? Toru: Okay, so do you have a camera or not? Tim: No, yeah, so for our listeners, it is sitting right in front of us, but this is an audio podcast, so you'll have to explain. Toru: I see. Our target is narrow pipe. Especially diameter is 150 millimeters or less. Just think about social infrastructures. So, many narrow pipes everywhere. Tim: So, is it mostly like water pipes or pipes carrying like chemicals and exhausts in factories? Just all kinds of things. Toru: Yeah, all kinds of. So, we could say this is a kind of veins for social infrastructures. However, these narrow pipes are very small. That is why humans cannot access. Conventional robots also cannot access. So, let's take an example of a factory. When they need to inspect or clean, they stop manufacturing equipment and they... Tim: They like disassemble everything. Toru: Yeah, disassemble pipes. Then by brush, they clean manually. Tim: Okay, so they take it apart and clean section by section. Toru: Yeah, exactly. Tim: And so what does Soha do? Toru: Our robot is -- ket me show you how to move. Tim: Well, it's coming into the same problem of being an audio podcast. Toru: Ah, yeah, that's not good. Tim: But no, no, I get it. I mean, you mentioned before that it was inspired by the way an earthworm moves. So, kind of like sticking out its head and pulling up its tail and sticking out its head and pulling back its tail again, right? Toru: Yeah. So, to move into narrow pipe, conventional robots cannot move. For example, caterpillar, such kind of robot cannot move. People think, okay, that's mimic snake or inchworm. Tim: Because it can't bend in the pipe, right? It can't move up and down. Toru: Yeah, you're right.So, Snake move by winding, so narrow pipe, snake cannot move. Only earthworm can ...
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    31 分
  • The future of AI looks very different in Japan
    2026/06/22
    Japan is much further ahead in real AI deployment than most people realize. Today we talk with David Ha, CEO of Sakana AI, Japan's clearly most valuable, and arguably most innovative, AI startup, and he explains how Japanese enterprises are using AI in production environments today. We talk about selling advanced software to conservative enterprises, how Sakana is customizing existing LLMs to fit Japanese sensibilities, and why smaller, more flexible routing models will likely win out over the massive, expensive frontier models. David also shares some great advice for anyone starting a startup in Japan. It's a great conversation, and I think you'll enjoy it. Show Notes When it's best build for Japan instead of (or before) going global How to raise money overseas as a KK and raise large rounds in Japan It's actually very easy to start a startup in Japan Sakana AI's three-stage go-to-market strategy The tradeoffs between B2B and B2C strategies in Japan How to drive AI adoption in the Japanese enterprise Designing AI workflows that prevent users from outsourcing decision making Why routing models will win in the market over frontier models What "data sovereignty" actually means in practice in Japan How Sakana AI is adapting existing models to make them reflect Japanese sensibilities David's best advice to founders in Japan Links from the Founder Everything you ever wanted to know about Sakana AI Follow them on Twitter @SakanaAILabs Connect with Sakana on LinkedIn Follow David on Twitter @hardmaru Leave a comment Transcript Welcome to Disrupting Japan, Straight Talk from Japan's most innovative founders and VCs. I'm Tim Romero, and thanks for joining me. To say that AI is hot right now understates the mania. AI startups accounted for over 60% of global VC investment in 2025, and things are on track to be even more AI-focused this year. And while investor and media attention remain stubbornly focused on the U.S. and China, things are moving surprisingly fast here in Japan, although things are moving in a slightly different direction. Today we sit down with David Ha, the co-founder and CEO of Sakana AI, Japan's most valuable and arguably most innovative AI startup. Now this episode's a bit longer than usual, but it is well worth your time, because by the end, you'll understand why the frontier model companies, the open AIs, the Anthropics, might be pursuing a flawed and very expensive strategy, and why there's a real chance for Japan to be a global leader here. In fact, as David explains, enterprise AI adoption in Japan is far more advanced than most people realize. And we're talking about actual production deployments here, not just POCs and press releases, but actual daily use. Now David and I talk about raising capital from both Japanese and foreign VCs, the global importance of AI sovereignty, the best way to drive AI adoption in large conservative Japanese companies, and why AI use in Japan is more widespread than you probably expect. But you know, David tells that story much better than I can. So, let's get right to the interview. Interview Tim: So, we're sitting here with David Ha, the co-founder and CEO of Sakana AI. So, thanks for sitting down with me. I really appreciate it. David: Awesome. Yeah, it's actually really great to have a chat with you, Tim. I mean, as you know, I've been following your podcast for more than a decade before I started a company. Tim: I mean, I love to hear that. I honestly do. Nothing makes me happier. David: Yeah. I mean, I have no idea that I would start a company like 10 years ago. Tim: Let's start with the founding, because the Sakana AI team is really an interesting test case in Japan, I think. So, the founding team itself, it's a mixture of foreigners and Japanese. Tell me about it. Tell me how it came to be, how the three of you got connected and thought this was a good idea. David: It's a really unique, I would say, experiment. I founded this company a little bit less than three years ago. It's myself, David Ha, and Llion Jones, my colleague at Google, who was one of the co-inventors of the transformer architecture, the T in ChatGPT. And when you start a company in Japan, it cannot just be two foreigner guys, especially if you want to be the frontier AI company in Japan. But luckily, I was able to recruit my friend Ren Ito, who used to work at Mercari. And he was sent to Mercari Europe as well to run Mercari, one of the original unicorns. Tim: So, how did you know Ren? David: We worked together at different startup events before. Earlier, also, I worked at another startup briefly called Stability AI. At that time, Ren was working in the UK for that company, and I was working as a contractor remotely in Japan. So, we connected there. Tim: And you were kind of like, hey, I've got a better idea. David: Yeah, something like that. The best way to meet co-founders and colleagues is when you're working at other startups. And when you're working at other companies. Tim: I...
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    1 時間 8 分
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