MoE Capital | Activity | F4

MoE Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Investment

MoE Capital has invested in neolab, focused on achieving recursive superintelligence.

neolab

neolab MoE Capital

kucoin.comJUN 17, 2026

JUN 17, 2026

Investment

MoE Capital has invested in Phylo, which is developing AI agents for biopharmaceuticals.

Phylo

Phylo MoE Capital

kucoin.comJUN 17, 2026

JUN 17, 2026

New Fund

AGI House alumni Naomi Xia and Henry Yin launched MoE Capital, a $25M debut fund focused on frontier AI (agents, reasoning systems, RL environments, world models, AI for science, recursive self-improvement), with LPs and advisors including researchers from OpenAI, Anthropic, and xAI.

MoE Capital

MoE CapitalMoE Capital

theinformation.comJUN 16, 2026

JUN 16, 2026

3 essaysShow all

Essay

Published a research essay on reinforcement learning as the emerging scaling paradigm post-pretraining plateau, covering reasoning models and data-efficient learning.

The Reinforcement Learning Renaissance (Part 1)

MoE Capital

moe-capital.com

Added recently

Essay

Published a builder's guide on the plasticity-stability tradeoff in machine learning and continual learning systems.

Continual Learning: The Promised Land

MoE Capital

moe-capital.com

Added recently

Essay

Published a research essay on world models and the thesis that machines that dream will outperform machines that just react.

The Model That Dreams the World

MoE Capital

moe-capital.com

Added recently

New Fund

Launched MoE Capital, an early-stage venture fund investing in agentic infrastructure and AI for Science, powered by a structured collective of frontier researchers and AI product leaders.

MoE Capital Fund I

MoE Capital

moe-capital.comJUN 2026

JUN 2026

Investment

MoE Capital portfolio company Fluency (usefluency.com) is hiring Product Engineers and Forward Deployed Engineers, building systems that turn workflow data into decisions and actions.

Fluency

Fluency MoE Capital

moe-newsletter-dispatch.beehiiv.comMAY 11, 2026

MAY 11, 2026

News

Inaugural MoE Dispatch newsletter by Naomi Xia announcing $30M AUM fund, first close, portfolio company Fluency hiring, and recapping recent community events (Fireside Chat with Accel at Princeton, Agent Builder Event with MiniMax, MoE Semi-Launch Party for first close).

MoE Capital

MoE CapitalMoE Capital

moe-newsletter-dispatch.beehiiv.comMAY 11, 2026

MAY 11, 2026

3 essays· FEB 2026 – MAY 2026Show all

Essay

Deep research essay by Henry Yin and Naomi Xia analyzing the convergence of model-based RL and video generation into world models, the $10B+ invested in the space, and where the opportunity lies for builders.

MoE Capital

MoE CapitalMoE Capital

moe-capital.comMAY 1, 2026

MAY 1, 2026

Essay

Naomi Xia authored the inaugural MoE Dispatch newsletter documenting signals from inside the AI builder community on research debates, infrastructure problems, and emerging company ideas.

MoE Dispatch #1: Signals from the Agentic Frontier

MoE Capital

moe-newsletter-dispatch.beehiiv.comMAY 2026

MAY 2026

Essay

Research essay by Henry Yin and Naomi Xia exploring test-time training, agentic context engineering, and recursive self-improvement as the path to AI systems that improve with use.

MoE Capital

MoE CapitalMoE Capital

moe-capital.comFEB 17, 2026

FEB 17, 2026