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档案库 · AI 与模型 · 战略决策 · 2025–2026

Third Intelligence融资80亿日元,押注无处不在的AGI

松尾和石桥于2025年3月创立Third Intelligence,押注持续学习的AI;由三菱UFJ银行领投,融资80亿日元。

Third Intelligence

它在赌什么押注无处不在的AGI:面向个人和组织的低数据、持续学习AI,成为美中之外的第三极。在做还没上线

做的是什么生意

AI research and product development: developing 'ubiquitous AGI' (遍在型AGI) that starts from foundational capabilities and grows by continually updating parameters through use, with a consumer-facing product planned for launch in 2026.

启动资金First round of 8 billion yen third-party allotment capital increase (2025-11-12, led by Mitsubishi UFJ Bank (三菱UFJ银行), with Sumitomo Mitsui Banking Corporation (三井住友银行), SBI Group (SBI集团) and Hakuhodo DY Ventures (博报堂DY风投) participating)

起因

On 2025-03-27, Yutaka Matsuo (松尾豊) and Junya Ishibashi (石橋準也) established Third Intelligence in Chiyoda, Tokyo, carving out part of the AI development business advanced by Matsuo Research Institute (松尾研究所); about 40 researchers and engineers relocated with it. In June, the company formally began developing its own AI. The company's stated public rationale was that frontier foundation models are concentrated in the hands of a few global technology companies, with usage restrictions arising from competitive and geopolitical factors, and that Japan needs its own AGI option.

经过

On 2025-11-12, the company completed a first round of 8 billion yen third-party allotment capital increase, led by Mitsubishi UFJ Bank (三菱UFJ银行), with Sumitomo Mitsui Banking Corporation (三井住友银行), SBI Group (SBI集团) and Hakuhodo DY Ventures (博报堂DY风投) participating. The funds were used to recruit AI researchers and engineers and accelerate development of its own models. In February 2026, Hakuhodo DY Holdings (博报堂DY控股) announced a capital and business alliance with the company, and the FUTURE DESIGN FUND it operates completed its investment. Forbes Japan reported in July 2026 that the company's enterprise value in its first year reached 110 billion yen, that it plans to launch a consumer product within 2026, and that it has targeted the United States market from the outset.

还没有结局,它还在跑。

背景

Third Intelligence于2025年3月在东京由松尾和石桥创立,从松尾研究所分拆,带40名研究员。开发遍在型AGI:在使用中持续更新参数的AI,变得个性化。

2025年11月12日,融资80亿日元,由三菱UFJ银行领投,三井住友银行、SBI集团和博报堂DY风投参与。2026年2月,博报堂DY控股宣布联盟。

避开算力竞赛,使用受皮层启发的算法,进行低数据持续学习。目标应用包括代理、物理AI和个人AI。Forbes Japan报道了1100亿日元的估值和2026年产品计划,但截至2026年9月,尚未有产品。

这件事要成立,得有什么

  • 松尾的学术声誉和石桥的创业经验互补,团队40人来自松尾研究所。
  • 遍在型AGI押注的是可增长AI的新范式,面向所有人,而非算力竞赛。
  • 银行主导的融资表明长期基础设施赌注,而非短期回报。
  • 风险:概念先行,尚无产品;未来融资取决于验证。

可借鉴之处

当算力竞赛无法取胜时,转向个性化、持续学习的AI,并从银行而非仅风投处寻求资金。

后续进展

截至2026年9月1日,Third Intelligence尚无产品。2025年11月12日完成80亿日元融资,由三菱UFJ银行领投,三井住友银行、SBI集团和博报堂DY风投参与。2026年2月16日,博报堂DY控股宣布联盟。Forbes Japan报道企业价值1100亿日元,计划在2026年推出消费级产品,工程团队一半在硅谷一半在日本。

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