「MIRAISE PREVIEW 2023」 フルバージョン

• MIRAISE annual tech preview: 5 trends for 2023 startups.
• OSS security hardening accelerates as enterprise dependency grows.
  • npm top-35: 32% lack 2FA — account takeover risk for widely-used packages.
  • Socket raised $4.6M seed; GitHub Security Lab tracking 372+ OSS CVEs.
• Serverless databases: storage/compute separation = cost-efficient scale.
  • NEON (serverless Postgres) raised $54M; Upstash (serverless Redis) raised $1.9M.
  • Kubernetes container tech enables rapid DB scale-up/down.
• Web3 oracles are the critical real-world data bridge for smart contracts.
  • Mango Markets hack ($114M) shows oracle manipulation as major attack surface.
  • Key players: Chainlink, Pyth, Cardinal, Khaos (Frame00’s Web2↔Web3 bridge).
• WebAssembly: language-agnostic runtime across browser/server/edge.
  • Amazon Prime Video: 10–25× speedup over JavaScript using Wasm.
  • Fermyon raised $20M; Cosmonic raised $8.5M for Wasm cloud/PaaS.
  • Docker founder: “If WASM+WASI existed in 2008, Docker wouldn’t exist.”
• Large AI models → next unicorn wave; Stable Diffusion opened the floodgates.
  • GitHub Copilot proves GPT-3 fine-tuning as product, not just research.
  • Pattern: Google, Uber, Ethereum all rode enabling tech — large models are next.

MIRAISE — Japan’s only seed VC for engineer-founders; 49 software startups across Japan, US, Estonia (as of Dec 2022) · 2024-04-30 · Read on miraise.vc