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throwaway89201 10 hours ago

The entire design looks very interesting, but from the outside and without domain expertise I find it very hard to assess if anything about this is actually real or just a large and well-executed product of an AI psychosis.

The signs that this project is real are hard to verify:

- Angel investment by FinFET inventor Chenming Hu [1] seems a big vote of confidence, but there is no independent confirmation of this anywhere, except for two photo's in LinkedIn posts [2], which do look convincing.

- The NanoGalaxy PPMOCVD was presented at IEDM 2025 [3][4], but nobody seems to have written about it except the company itself. In this case, presenting means a poster presentation with a very vibrantly colored marketing picture.

- The NanoGalaxy PPMOCVD is built and in production, because you can "Witness a full 12-inch MoS₂ growth cycle on your own wafer lot" [5], but nobody has reported on this. A photo/video of the actual device would help a lot, but instead a very clean picture of what seems like a 3d-model is shown.

There are a few worrying signs:

- The submitter on HN presents itself as the founder. They have previously submitted other projects under the Phanta or PhantaField names [6]. Notably two hype cycle subjects: DAOs, NFTs and augmented reality, combined in a book that itself is rather 'out there' [7].

- The comments on HN by the founder are clearly AI generated with phrases like "honest caveat". The content seems to make sense (to a non-expert like me), but it's quite jarring.

- All the work except the NanoGalaxy seems to be theoretical for now, but written in very definitive language in extreme detail. For example "The die is built" with specific properties but then referencing three very experimental papers. This can of course be genuine (technical) marketing, but it's also very similar to AI psychosis work that I've encountered elsewhere. Although I must say in comparison this does look a lot more internally consistent and logical to me.

- I find it very hard to believe that the NanoGalaxy is actually existing and working hardware ready to "Witness a full 12-inch MoS₂ growth cycle on your own wafer lot". I would imagine you need a sizable team to produce such a new device, and that seems to be inconsistent with the way the company presents itself (a one man show of the founder). The absence of any verification or showcases of the device, or any evidence of a larger team make it suspect.

[1] https://www.phantafield.com/news/first-angel-investment-chen...

[2] https://www.linkedin.com/feed/update/urn:li:activity:7126002... and https://www.linkedin.com/posts/xuejunxie_its-a-great-honor-t...

[3] https://www.linkedin.com/feed/update/urn:li:share:7404253323...

[4] https://www.phantafield.com/news/12-inch-ppmocvd-iedm-2025

[5] https://www.phantafield.com/product/ppmocvd

[6] https://news.ycombinator.com/submitted?id=minkowsky

[7] https://xcancel.com/thepantheonai

minkowsky 10 hours ago | parent | next [-]

I also have another side project, thepantheon.ai. I think it's ok to have multiple talents. To make the world a much more interesting place.

We talk to fabs. I am not allowed to expose any conversation. We don't need to prove to average Joe what we have.

It's indeed teamwork to bring it into production, even with huge help from AI. It also takes expertise to make sure AI is correct. As a founder, it's more of a merit than a drawback to create with a minimum headcount.

throwaway89201 10 hours ago | parent [-]

> I think it's ok to have multiple talents.

Of course that's okay, but do recognize that most blockchain projects in general and DAOs and NFTs specifically have been considered frauds or at the very least pipe dreams by many on this site from the beginning. And wider in tech society from the moment the hype was gone.

> We don't need to prove to average Joe what we have.

Of course you don't need to prove anyone anything, but it really can't hurt and there doesn't seem to be much effort in addressing the main issues. Not having anyone write about you also just seems like bad marketing: as you clearly are not in stealth mode, an extremely verbose public website stands oddly against no external coverage.

> It's indeed teamwork to bring it into production

So is or isn't the NanoGalaxy an actually physical, working device ready for a demo? (which isn't necessarily production, but somewhat close)

minkowsky 9 hours ago | parent [-]

It's a valid prejudice. But smart contract is a beautiful technology.

I didn’t spend time on PR. Now I changed my mind. It’s a noisy world and good thing needs broadcasting.

Yes. We offer demo if you are a potential customer.

elisbce 3 hours ago | parent | prev [-]

What a great bullshit detector signal it is if someone's involved in the DAOs and NFT stuff. Don't waste your time on a fake AI-generated one-man shell company. The company had like 3 investments since 2017, first $2.5k from school startup grant in 2017, and two more from incubator programs in 2023 and 2024, for "augmented reality". And now you are the most innovative chip designer in AI. Nowhere on Chenming Hu's Linkedin said anything about being an official advisor for this one-man company. I can take a photo with Messi, does that make me a top soccer player?