EPISODE · Jun 1, 2026 · 40 MIN
Why the World Can't Build Without Japan | Lux Capital Grace Isford
from The Coral Capital Podcast · host Coral Capital
"I don't want AI being controlled by Beijing or the Bay Area, and I want Japan to have the opportunity to shine."¥10 trillion. That's how serious Japan is about building its next generation of unicorns. Grace Isford and James Riney have been watching this shift happen in real time, and in this episode, they break down exactly what it means.Japan dominates 90% of the global photoresist market. It supplies 90% of the steel that builds the world's nuclear reactors. And now, with government backing at an unprecedented scale, it's betting big on becoming a deep tech superpower.In this episode, Grace Isford and James Riney break down why the world can't build without Japan.They share:Why Japan never actually stopped innovating; it just went invisibleHow the US-Japan partnership is becoming the most critical alliance in global techWhy sovereign AI matters and who controls itJapan's ¥10T roadmap for building its next generation of unicornsWhy defense, nuclear, and semiconductors are Japan's next frontierConnect with Grace Isford:https://www.linkedin.com/in/grace-isford-04123081/https://www.linkedin.com/company/lux-capital/Connect with James Riney:https://www.linkedin.com/in/jamesriney/https://www.linkedin.com/company/coralcapital/Connect with Tim Romero:https://www.disruptingjapan.com/tim/https://www.linkedin.com/in/timromero/If you're working on something ambitious or Building with Japan, we'd love to hear from you!Get in touch with us here: https://coralcap.co/?lang=en
What this episode covers
"I don't want AI being controlled by Beijing or the Bay Area, and I want Japan to have the opportunity to shine."¥10 trillion. That's how serious Japan is about building its next generation of unicorns. Grace Isford and James Riney have been watching this shift happen in real time, and in this episode, they break down exactly what it means.Japan dominates 90% of the global photoresist market. It supplies 90% of the steel that builds the world's nuclear reactors. And now, with government backing at an unprecedented scale, it's betting big on becoming a deep tech superpower.In this episode, Grace Isford and James Riney break down why the world can't build without Japan.They share:Why Japan never actually stopped innovating; it just went invisibleHow the US-Japan partnership is becoming the most critical alliance in global techWhy sovereign AI matters and who controls itJapan's ¥10T roadmap for building its next generation of unicornsWhy defense, nuclear, and semiconductors are Japan's next frontierConnect with Grace Isford:https://www.linkedin.com/in/grace-isford-04123081/https://www.linkedin.com/company/lux-capital/Connect with James Riney:https://www.linkedin.com/in/jamesriney/https://www.linkedin.com/company/coralcapital/Connect with Tim Romero:https://www.disruptingjapan.com/tim/https://www.linkedin.com/in/timromero/If you're working on something ambitious or Building with Japan, we'd love to hear from you!Get in touch with us here: https://coralcap.co/?lang=en
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Why the World Can't Build Without Japan | Lux Capital Grace Isford
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