{"id":2349,"date":"2026-06-03T19:16:01","date_gmt":"2026-06-03T10:16:01","guid":{"rendered":"https:\/\/voiceofmen.jp\/?p=2349"},"modified":"2026-06-03T19:39:09","modified_gmt":"2026-06-03T10:39:09","slug":"%e3%80%9012%e5%85%86%e5%86%86%e3%81%ae%e8%b1%aa%e8%85%95%e3%80%91alphabet%e3%81%8c800%e5%84%84%e3%83%89%e3%83%ab%e5%b7%a8%e9%a1%8d%e5%a2%97%e8%b3%87%ef%bc%81%e3%83%90%e3%83%95%e3%82%a7%e3%83%83","status":"publish","type":"post","link":"https:\/\/voiceofmen.jp\/?p=2349","title":{"rendered":"\u3010\u53f2\u4e0a\u6700\u592712\u5146\u5186\u898f\u6a21\u3011Alphabet\u304c800\u5104\u30c9\u30eb\u5de8\u984d\u5897\u8cc7\uff01\u30d0\u30d5\u30a7\u30c3\u30c8\u672c\u683c\u53c2\u6226\u3002\u5b6b\u6b63\u7fa9\u304c\u65e2\u306b\u5168Bet\u3057\u305fOpenAI\u3068\u306e\u52dd\u8ca0\u306e\u884c\u65b9\u306f\uff1fAI\u8cc7\u672c\u6226\u4e89\u306e2026\u5e74\u6700\u65b0\u52e2\u529b\u56f3"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u4e16\u754c\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5e02\u5834\u3001\u305d\u3057\u3066\u30b0\u30ed\u30fc\u30d0\u30eb\u8cc7\u672c\u306e\u529b\u5b66\u304c\u3001\u3053\u308c\u307e\u3067\u306b\u306a\u3044\u5730\u6bbb\u5909\u52d5\u3092\u8d77\u3053\u3057\u3066\u3044\u308b\u30022026\u5e746\u6708\u3001AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u306e\u4e3b\u5c0e\u6a29\u3092\u5de1\u308b\u95d8\u4e89\u306f\u3001\u5358\u306a\u308b\u6280\u8853\u3084\u30e2\u30c7\u30eb\u306e\u512a\u52a3\u3092\u7af6\u3046\u6bb5\u968e\u3092\u5b8c\u5168\u306b\u7d42\u3048\u3001\u6570\u5146\u5186\u898f\u6a21\u306e\u8cc7\u91d1\u3092\u4e92\u3044\u306b\u3076\u3064\u3051\u5408\u3046\u3010\u8cc7\u672c\u529b\uff08\u304a\u30ab\u30cd\uff09\u306e\u6bb4\u308a\u5408\u3044\u3011\u3068\u3044\u3046\u7570\u6b21\u5143\u306e\u30d5\u30a7\u30fc\u30ba\u3078\u3068\u7a81\u5165\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u6c7a\u5b9a\u7684\u306a\u5f15\u304d\u91d1\u3068\u306a\u3063\u305f\u306e\u304c\u3001Google\u306e\u89aa\u4f1a\u793e\u3067\u3042\u308b\u7c73Alphabet\u793e\u304c\u767a\u8868\u3057\u305f\u3001<strong>\u7dcf\u984d800\u5104\u30c9\u30eb\uff08\u7d0412\u5146\u5186\u301c12.8\u5146\u5186 \uff09<\/strong>\u3068\u3044\u3046\u6b74\u53f2\u7684\u306a\u5927\u898f\u6a21\u5897\u8cc7\u3067\u3042\u308b\u3002\u624b\u5143\u306b1200\u5104\u30c9\u30eb\u4ee5\u4e0a\u306e\u6f64\u6ca2\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u3092\u6301\u3063\u3066\u3044\u305f\u306f\u305a\u306e\u5de8\u4eba\u304c\u3001\u306a\u305c\u4eca\u3001\u5e02\u5834\u304b\u3089\u3053\u308c\u307b\u3069\u306e\u5de8\u8cbb\u3092\u8caa\u308a\u5c3d\u304f\u305d\u3046\u3068\u3059\u308b\u306e\u304b\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u80cc\u5f8c\u3067\u8822\u304f\u4e16\u754c\u306e\u8d85\u5927\u7269\u6295\u8cc7\u5bb6\u305f\u3061\u306e\u601d\u60d1\u3068\u306f\u4f55\u304b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u7a3f\u3067\u306f\u3001\u6628\u65e5\u4eca\u65e5\u3067\u4e00\u6c17\u306b\u6700\u9ad8\u6f6e\u3092\u8fce\u3048\u305fAI\u8cc7\u672c\u6226\u4e89\u306e\u821e\u53f0\u88cf\u3068\u3001\u305d\u3053\u304b\u3089\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u308b4\u5927AI\u9663\u55b6\u306e\u52e2\u529b\u56f3\u3092\u3001\u51b7\u5fb9\u306a\u4e8b\u5b9f\u30d9\u30fc\u30b9\u3067\u5fb9\u5e95\u7684\u306b\u6df1\u6398\u308a\u3057\u3066\u3044\u304d\u305f\u3044\u3002<br>\u3000<\/p>\n\n\n<h2 class=\"simpletoc-title\">\u76ee\u6b21<\/h2>\n<ul class=\"simpletoc-list\">\n<li><a href=\"#%25f0%259f%258c%2590-1-alphabet%25e3%2581%258c%25e4%25bb%2595%25e6%258e%259b%25e3%2581%2591%25e3%2581%259f800%25e5%2584%2584%25e3%2583%2589%25e3%2583%25ab%25e5%25a2%2597%25e8%25b3%2587%25e3%2581%25ae%25e5%2585%25a8%25e8%25b2%258c%25e2%2594%2580%25e2%2594%2580%25e3%2582%25a4%25e3%2583%25b3%25e3%2583%2595%25e3%2583%25a9\">\ud83c\udf10 1. Alphabet\u304c\u4ed5\u639b\u3051\u305f800\u5104\u30c9\u30eb\u5897\u8cc7\u306e\u5168\u8c8c\u2500\u2500\u30a4\u30f3\u30d5\u30e9\u6226\u4e89\u306e\u300c\u672c\u6c17\u5ea6\u300d<\/a>\n<\/li>\n<li><a href=\"#%25f0%259f%2593%2589-2-%25e6%25a0%25aa%25e4%25be%25a1%25e4%25b8%258b%25e8%2590%25bd%25e3%2581%25a8%25e5%25b8%258c%25e8%2596%2584%25e5%258c%2596%25e6%2587%25b8%25e5%25bf%25b5%25e2%2594%2580%25e2%2594%2580%25e3%2582%25aa%25e3%2583%259e%25e3%2583%258f%25e3%2581%25ae%25e8%25b3%25a2%25e4%25ba%25ba%25e3%2581%258c%25e5%258b%2595\">\ud83d\udcc9 2. \u682a\u4fa1\u4e0b\u843d\u3068\u5e0c\u8584\u5316\u61f8\u5ff5\u2500\u2500\u300c\u30aa\u30de\u30cf\u306e\u8ce2\u4eba\u300d\u304c\u52d5\u3044\u305f\u7406\u7531<\/a>\n<\/li>\n<li><a href=\"#%25e2%259a%2594-3-%25e5%25ad%25ab%25e6%25ad%25a3%25e7%25be%25a9openaivs-%25e3%2583%2590%25e3%2583%2595%25e3%2582%25a7%25e3%2583%2583%25e3%2583%2588alphabet%25e2%2594%2580%25e2%2594%2580ai%25e8%25b3%2587%25e6%259c%25ac%25e3%2581%25ae%25e4%25bb%25a3%25e7%2590%2586%25e6%2588%25a6%25e4%25ba%2589\">\u2694 3. \u5b6b\u6b63\u7fa9\uff08OpenAI\uff09vs \u30d0\u30d5\u30a7\u30c3\u30c8\uff08Alphabet\uff09\u2500\u2500AI\u8cc7\u672c\u306e\u4ee3\u7406\u6226\u4e89<\/a>\n<\/li>\n<li><a href=\"#%25f0%259f%2593%258a-4-ai%25e5%259b%259b%25e5%25bc%25b7%25e3%2581%25ae%25e5%2585%25a8%25e5%258b%25a2%25e5%258a%259b%25e5%259b%25b3%25e3%2581%25a8%25e8%2583%258c%25e5%25be%258c%25e3%2581%25ab%25e8%25a0%25a2%25e3%2581%258f%25e5%259c%25b0%25e6%2594%25bf%25e5%25ad%25a6%25e6%2580%259d%25e6%2583%25b3%25e5%25af%25be%25e7%25ab%258b\">\ud83d\udcca 4. AI\u56db\u5f37\u306e\u5168\u52e2\u529b\u56f3\u3068\u80cc\u5f8c\u306b\u8822\u304f\u300c\u5730\u653f\u5b66\u30fb\u601d\u60f3\u5bfe\u7acb\u300d<\/a>\n\n<ul>\n<li><a href=\"#%25f0%259f%2594%25b4-openai%25e9%2599%25a3%25e5%2596%25b6microsoft-%25ef%25bc%258b-%25e3%2582%25bd%25e3%2583%2595%25e3%2583%2588%25e3%2583%2590%25e3%2583%25b3%25e3%2582%25af\">\ud83d\udd34 OpenAI\uff08\u9663\u55b6\uff1aMicrosoft \uff0b \u30bd\u30d5\u30c8\u30d0\u30f3\u30af\uff09<\/a>\n<\/li>\n<li><a href=\"#%25f0%259f%2594%25b5-alphabet-google%25e9%2599%25a3%25e5%2596%25b6%25e8%2587%25aa%25e5%2589%258d%25e4%25b8%25bb%25e7%25be%25a9-%25ef%25bc%258b-%25e3%2583%2590%25e3%2583%25bc%25e3%2582%25af%25e3%2582%25b7%25e3%2583%25a3%25e3%2583%25bc\">\ud83d\udd35 Alphabet \/ Google\uff08\u9663\u55b6\uff1a\u81ea\u524d\u4e3b\u7fa9 \uff0b \u30d0\u30fc\u30af\u30b7\u30e3\u30fc\uff09<\/a>\n<\/li>\n<li><a href=\"#%25f0%259f%259f%25a2-grok-xai%25e9%2599%25a3%25e5%2596%25b6%25e3%2582%25a4%25e3%2583%25bc%25e3%2583%25ad%25e3%2583%25b3%25e3%2583%259e%25e3%2582%25b9%25e3%2582%25af-%25ef%25bc%258b-%25e4%25b8%25ad%25e6%259d%25b1%25e3%2582%25bd%25e3%2583%2596%25e3%2583%25aa%25e3%2583%25b3%25e3%2583%259e%25e3%2583%258d%25e3%2583%25bc\">\ud83d\udfe2 Grok \/ xAI\uff08\u9663\u55b6\uff1a\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af \uff0b \u4e2d\u6771\u30bd\u30d6\u30ea\u30f3\u30de\u30cd\u30fc\uff09<\/a>\n<\/li>\n<li><a href=\"#%25f0%259f%259f%25a1-claude-anthropic%25e9%2599%25a3%25e5%2596%25b6amazon-%25ef%25bc%258b-google%25e6%25b7%25b1%25e3%2581%258f%25e4%25be%259d%25e5%25ad%2598\">\ud83d\udfe1 Claude \/ Anthropic\uff08\u9663\u55b6\uff1aAmazon \uff0b Google\u6df1\u304f\u4f9d\u5b58\uff09<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#%25f0%259f%259a%2580-5-%25e5%2591%25a8%25e8%25be%25ba%25e3%2583%2586%25e3%2583%2583%25e3%2582%25af%25e5%25ae%2587%25e5%25ae%2599%25e3%2583%259e%25e3%2582%25af%25e3%2583%25ad%25e7%25b5%258c%25e6%25b8%2588%25e3%2581%25b8%25e3%2581%25ae%25e5%25bc%25b7%25e7%2583%2588%25e3%2581%25aa%25e6%25b3%25a2%25e5%258f%258a%25e5%258a%25b9\">\ud83d\ude80 5. \u5468\u8fba\u30c6\u30c3\u30af\u30fb\u5b87\u5b99\u30fb\u30de\u30af\u30ed\u7d4c\u6e08\u3078\u306e\u5f37\u70c8\u306a\u6ce2\u53ca\u52b9\u679c<\/a>\n<\/li>\n<li><a href=\"#%25f0%259f%258f%2581-%25e7%25b5%2590%25e8%25ab%2596%25e2%2594%2580%25e2%2594%2580%25e5%258b%259d%25e8%2580%2585%25e3%2581%25af%25e3%2582%25a4%25e3%2583%25b3%25e3%2583%2595%25e3%2583%25a9%25e3%2582%2592%25e6%258c%2581%25e3%2581%25a4%25e8%2580%2585%25e7%2594%25b7%25e3%2581%259f%25e3%2581%25a1%25e3%2581%25ae%25e8%25a6%2587\">\ud83c\udfc1 \u7d50\u8ad6\u2500\u2500\u52dd\u8005\u306f\u300c\u30a4\u30f3\u30d5\u30e9\u3092\u6301\u3064\u8005\u300d\u3001\u7537\u305f\u3061\u306e\u8987\u6a29\u4e89\u3044\u306e\u884c\u65b9<\/a>\n<\/li><\/ul>\n\n\n<p class=\"wp-block-paragraph\"><br><br>\u3000<\/p>\n\n\n\n<h2 id=\"%25f0%259f%258c%2590-1-alphabet%25e3%2581%258c%25e4%25bb%2595%25e6%258e%259b%25e3%2581%2591%25e3%2581%259f800%25e5%2584%2584%25e3%2583%2589%25e3%2583%25ab%25e5%25a2%2597%25e8%25b3%2587%25e3%2581%25ae%25e5%2585%25a8%25e8%25b2%258c%25e2%2594%2580%25e2%2594%2580%25e3%2582%25a4%25e3%2583%25b3%25e3%2583%2595%25e3%2583%25a9\" class=\"wp-block-heading\">\ud83c\udf10 1. Alphabet\u304c\u4ed5\u639b\u3051\u305f800\u5104\u30c9\u30eb\u5897\u8cc7\u306e\u5168\u8c8c\u2500\u2500\u30a4\u30f3\u30d5\u30e9\u6226\u4e89\u306e\u300c\u672c\u6c17\u5ea6\u300d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u51fa\u5178\uff1a\u30ac\u30fc\u30c7\u30a3\u30a2\u30f3\u7d19\uff082026\u5e746\u67083\u65e5\u5831\u9053\uff09\u3001CNBC Television\u3001Bloomberg Technology\u7b49\u306e\u6700\u65b0\u6d77\u5916\u5831\u9053\u3011<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e746\u67081\u65e5\u3001Alphabet\u793e\u306f\u4e16\u754c\u306e\u8cc7\u672c\u5e02\u5834\u3092\u9707\u64bc\u3055\u305b\u308b\u5de8\u984d\u306e\u30a8\u30af\u30a4\u30c6\u30a3\uff08\u682a\u5f0f\uff09\u5897\u8cc7\u8a08\u753b\u3092\u767a\u8868\u3057\u305f\u3002\u3053\u306e\u8abf\u9054\u898f\u6a21\u306e\u51c4\u307e\u3058\u3055\u306f\u3001\u904e\u53bb\u306e\u6b74\u53f2\u7684\u306a\u65b0\u898f\u682a\u5f0f\u516c\u958b\uff08IPO\uff09\u3068\u6bd4\u8f03\u3059\u308c\u3070\u4e00\u76ee\u77ad\u7136\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30ae\u30ea\u30b9\u306e\u91d1\u878d\u5927\u624b\u30cf\u30fc\u30b0\u30ea\u30fc\u30d6\u30b9\u30fb\u30e9\u30f3\u30b9\u30c0\u30a6\u30f3\u306e\u4e3b\u4efb\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3042\u308b\u30cb\u30b3\u30e9\u30b9\u30fb\u30cf\u30a4\u30a8\u30c3\u30c8\u6c0f\u306f\u3001\u4eca\u56de\u306e\u8abf\u9054\u306b\u3064\u3044\u3066\u6b21\u306e\u3088\u3046\u306b\u9a5a\u6115\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u5bc4\u305b\u3066\u3044\u308b\u3002<br>\u300cAlphabet\u306e800\u5104\u30c9\u30eb\u306e\u8cc7\u91d1\u8abf\u9054\u306f\u3001\u4f01\u696d\u304c\u8cc7\u91d1\u3092\u84c4\u3048\u3088\u3046\u3068\u3059\u308b\u6642\u306b\u6700\u3082\u76db\u308a\u4e0a\u304c\u308b\u77ac\u9593\u3067\u3042\u308b\u3001\u4e16\u754c\u6700\u5927\u306e\u65b0\u898f\u682a\u5f0f\u516c\u958b\uff08IPO\uff09\u3092\u306f\u308b\u304b\u306b\u51cc\u99d5\u3059\u308b\u3002\u5b9f\u969b\u3001\u6210\u529f\u3059\u308c\u3070\u3001\u4e16\u754c\u6700\u5927\u306e\u65b0\u898f\u682a\u5f0f\u516c\u958b3\u4ef6\u306e\u5408\u8a08\u984d\u3092\u4e0a\u56de\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u30b5\u30a6\u30b8\u30a2\u30e9\u30e0\u30b3\u304c2019\u5e74\u306b\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u8a3c\u5238\u53d6\u5f15\u6240\u306b\u4e0a\u5834\u3057\u305f\u969b\u306b256\u5104\u30c9\u30eb\u3092\u8abf\u9054\u3057\u3001\u30a2\u30ea\u30d0\u30d0\u304c2014\u5e74\u306b\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u8a3c\u5238\u53d6\u5f15\u6240\u306b\u4e0a\u5834\u3057\u305f\u969b\u306b218\u5104\u30c9\u30eb\u3092\u8abf\u9054\u3057\u3001\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u304c2018\u5e74\u306b\u6771\u4eac\u8a3c\u5238\u53d6\u5f15\u6240\u306b\u4e0a\u5834\u3057\u305f\u969b\u306b213\u5104\u30c9\u30eb\u3092\u8abf\u9054\u3057\u305f\u304c\u3001\u4eca\u56de\u306e\u5897\u8cc7\u306f\u3053\u308c\u30893\u3064\u306e\u30e1\u30acIPO\u306e\u5408\u8a08\u984d\u3089\u3092\u3082\u4e0a\u56de\u308b\u8cc7\u91d1\u8abf\u9054\u3092\u76ee\u6307\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u307b\u3069\u306e\u91d1\u984d\u3092\u751f\u7523\u7684\u306b\u4f7f\u3048\u308b\u4f01\u696d\u306f\u3001\u4e16\u754c\u306b\u305d\u3046\u591a\u304f\u306f\u306a\u3044\u300d<\/p>\n\n\n\n<p 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id=\"%25f0%259f%2593%2589-2-%25e6%25a0%25aa%25e4%25be%25a1%25e4%25b8%258b%25e8%2590%25bd%25e3%2581%25a8%25e5%25b8%258c%25e8%2596%2584%25e5%258c%2596%25e6%2587%25b8%25e5%25bf%25b5%25e2%2594%2580%25e2%2594%2580%25e3%2582%25aa%25e3%2583%259e%25e3%2583%258f%25e3%2581%25ae%25e8%25b3%25a2%25e4%25ba%25ba%25e3%2581%258c%25e5%258b%2595\" class=\"wp-block-heading\">\ud83d\udcc9 2. \u682a\u4fa1\u4e0b\u843d\u3068\u5e0c\u8584\u5316\u61f8\u5ff5\u2500\u2500\u300c\u30aa\u30de\u30cf\u306e\u8ce2\u4eba\u300d\u304c\u52d5\u3044\u305f\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u51fa\u5178\uff1aAsymmetric Investing\uff08Travis Hoium\u6c0f\u89e3\u8aac\u52d5\u753b\uff09\u3001CNBC\u300e\u30d5\u30a1\u30b9\u30c8\u30fb\u30de\u30cd\u30fc\u300f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u30a2\u30ca\u30ea\u30b9\u30c8\u30ec\u30dd\u30fc\u30c8\u3011<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u5e02\u5834\u304c\u5acc\u6c17\u3057\u305f\u306e\u306f\u3001\u3042\u307e\u308a\u306b\u3082\u898f\u6a21\u304c\u5927\u304d\u3059\u304e\u308b\u5897\u8cc7\u306b\u3088\u308b\u30101\u682a\u5f53\u305f\u308a\u306e\u4fa1\u5024\u306e\u5e0c\u8584\u5316\u3011\u3078\u306e\u61f8\u5ff5\u3067\u3042\u308b\u3002\u307e\u305f\u3001\u6295\u8cc7\u5bb6\u305f\u3061\u306e\u9593\u306b\u306f\u300cAI\u30a4\u30f3\u30d5\u30e9\u306b\u4f55\u5341\u5104\u30c9\u30eb\u3082\u306e\u8cc7\u91d1\u304c\u6295\u5165\u3055\u308c\u3066\u304d\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u6709\u610f\u7fa9\u306a\u30ea\u30bf\u30fc\u30f3\u306f\u4eca\u306e\u3068\u3053\u308d\u9650\u3089\u308c\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u300d\u3068\u3044\u3046\u30d0\u30d6\u30eb\u7684\u306a\u8b66\u6212\u611f\u3082\u6839\u5f37\u304f\u5b58\u5728\u3059\u308b\u3002\u30c9\u30a4\u30c4\u9280\u884c\u306e\u5e02\u5834\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u3067\u3042\u308b\u30b8\u30e0\u30fb\u30ea\u30fc\u30c9\u6c0f\u3082\u300cAI\uff08\u8a2d\u5099\u6295\u8cc7\uff09\u30d6\u30fc\u30e0\u306e\u8cc7\u91d1\u8abf\u9054\u306f\u3001\u5e02\u5834\u306b\u3068\u3063\u3066\u307e\u3059\u307e\u3059\u91cd\u8981\u306a\u30c6\u30fc\u30de\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u300d\u3068\u8b66\u9418\u3092\u9cf4\u3089\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3057\u304b\u3057\u3001\u3053\u306e\u4e00\u6642\u7684\u306a\u682a\u4fa1\u4e0b\u843d\u3092\u300cAlphabet\u306e\u6557\u5317\u300d\u3068\u6349\u3048\u308b\u306e\u306f\u65e9\u8a08\u3060\u3002\u6d77\u5916\u306e\u8457\u540d\u91d1\u878d\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3042\u308b\u30c8\u30e9\u30d3\u30b9\u30fb\u30db\u30a4\u30a6\u30e0\u6c0f\uff08Asymmetric Investing\uff09\u306e\u5206\u6790\u306b\u3088\u308c\u3070\u3001\u4eca\u56de\u306e\u682a\u5f0f\u8abf\u9054\u306f\u8ca0\u50b5\uff08\u50b5\u52d9\uff09\u3092\u5897\u3084\u3059\u3053\u3068\u306a\u304f\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306e\u5065\u5168\u6027\u3092\u4fdd\u3064\u305f\u3081\u306e\u300c\u6975\u3081\u3066\u8ce2\u3044\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u7ba1\u7406\u300d\u3067\u3042\u308b\u3068\u3044\u3046\u3002\u73fe\u5728\u306e\u9ad8\u3044\u682a\u4fa1\u6c34\u6e96\u3067\u65b0\u682a\u3092\u767a\u884c\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u682a\u4e3b\u3078\u306e\u5e0c\u8584\u5316\u3092\u308f\u305a\u304b\u7d042%\u7a0b\u5ea6\u306b\u6291\u3048\u3064\u3064\u3001\u4ed6\u793e\u304c\u50b5\u52d9\u3092\u62b1\u3048\u3066\u8ffd\u968f\u3059\u308b\u4e2d\u3067\u6f64\u6ca2\u306a\u73fe\u91d1\u3092\u78ba\u4fdd\u3057\u3001\u5727\u5012\u7684\u306a\u512a\u4f4d\u6027\u3092\u7dad\u6301\u3059\u308b\u3068\u3044\u3046\u300c\u5b88\u308a\u306e\u59ff\u52e2\u3092\u517c\u306d\u305f\u653b\u3081\u306e\u6226\u7565\u300d\u306a\u306e\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u3057\u3066\u3001\u3053\u306e\u6226\u7565\u306b\u5f37\u70c8\u306a\u300c\u592a\u9f13\u5224\u300d\u3092\u62bc\u3057\u305f\u306e\u304c\u3001\u4ed6\u306a\u3089\u306c\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u7387\u3044\u308b\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u304b\u3064\u3066\u91d1\u878d\u5371\u6a5f\u306e\u6700\u4e2d\u306b\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306b50\u5104\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u3066\u7aae\u5730\u3092\u6551\u3063\u305f\u3053\u3068\u3067\u77e5\u3089\u308c\u308b\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u306f\u3001\u9577\u5e74\u30cf\u30a4\u30c6\u30af\u682a\u3092\u907f\u3051\u3066\u304d\u305f\u3053\u3068\u3067\u6709\u540d\u3060\u3063\u305f\u3002\u3057\u304b\u3057\u30012025\u5e74\u5f8c\u534a\uff08\u3042\u308b\u3044\u306f\u590f\uff09\u304b\u3089Alphabet\u3078\u306e\u6295\u8cc7\u3092\u7740\u5b9f\u306b\u9032\u3081\u3066\u304a\u308a\u30012026\u5e74\u7b2c1\u56db\u534a\u671f\uff08Q1\uff09\u6642\u70b9\u3067\u306e\u4fdd\u6709\u984d\u306f\u7d04196\u5104\u30c9\u30eb\u306b\u9054\u3057\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306f\u3001\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u5f8c\u7d99\u8005\u3067\u3042\u308bCEO\u306e\u30b0\u30ec\u30c3\u30b0\u30fb\u30a2\u30d9\u30eb\u6c0f\u306e\u3082\u3068\u3067\u3001\u300cAlphabet\u306fAI\u6295\u8cc7\u3067\u78ba\u5b9f\u306b\u30ea\u30bf\u30fc\u30f3\u3092\u51fa\u305b\u308b\u5f37\u529b\u306a\u7af6\u4e89\u512a\u4f4d\u6027\u3001\u3059\u306a\u308f\u3061\u3010\u5800\uff08Moat\uff09\u3011\u304c\u3042\u308b\u300d\u3068\u78ba\u4fe1\u3057\u3001100\u5104\u30c9\u30eb\uff08\u7d041.5\u5146\u5186\uff09\u3082\u306e\u79c1\u52df\u67a0\u5f15\u304d\u53d7\u3051\u306b\u8e0f\u307f\u5207\u3063\u305f\u3002CNBC\u306e\u300e\u30d5\u30a1\u30b9\u30c8\u30fb\u30de\u30cd\u30fc\u300f\u306b\u51fa\u6f14\u3057\u305f\u30c8\u30ec\u30fc\u30c0\u30fc\u305f\u3061\u3082\u3001\u3053\u306e\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u306e\u53c2\u6226\u3092\u300c\u5de8\u5927\u4f01\u696d\u306b\u304a\u3051\u308b\u6b63\u5e38\u306a\u8cc7\u91d1\u8abf\u9054\u306e\u4e00\u74b0\u3067\u3042\u308a\u3001\u304b\u3064\u6700\u9ad8\u5cf0\u306e\u5f37\u6c17\u30b7\u30b0\u30ca\u30eb\uff08\u9577\u671f\u7684\u306a\u4fe1\u983c\u306e\u8a3c\uff09\u300d\u3068\u3057\u3066\u30dd\u30b8\u30c6\u30a3\u30d6\u306b\u53d7\u3051\u6b62\u3081\u3066\u3044\u308b\u3002\u30cf\u30a4\u30c6\u30af\u5927\u624b\u4f01\u696d\u304c\u8cc7\u672c\u3092\u307b\u3068\u3093\u3069\u5fc5\u8981\u3068\u305b\u305a\u3001\u305f\u3060\u6f64\u6ca2\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3059\u6a5f\u68b0\u3060\u3063\u305f\u6642\u4ee3\u306f\u7d42\u308f\u308a\u3001\u3053\u308c\u304b\u3089\u306f\u5f37\u56fa\u306a\u8cc7\u672c\u306e\u30d0\u30c3\u30af\u30dc\u30fc\u30f3\u3092\u6301\u3064\u8005\u3060\u3051\u304c\u751f\u304d\u6b8b\u308b\u6642\u4ee3\u306b\u306a\u3063\u305f\u306e\u3060\u3002<br><br>\u3000<\/p>\n\n\n\n<h2 id=\"%25e2%259a%2594-3-%25e5%25ad%25ab%25e6%25ad%25a3%25e7%25be%25a9openaivs-%25e3%2583%2590%25e3%2583%2595%25e3%2582%25a7%25e3%2583%2583%25e3%2583%2588alphabet%25e2%2594%2580%25e2%2594%2580ai%25e8%25b3%2587%25e6%259c%25ac%25e3%2581%25ae%25e4%25bb%25a3%25e7%2590%2586%25e6%2588%25a6%25e4%25ba%2589\" class=\"wp-block-heading\">\u2694 3. \u5b6b\u6b63\u7fa9\uff08OpenAI\uff09vs \u30d0\u30d5\u30a7\u30c3\u30c8\uff08Alphabet\uff09\u2500\u2500AI\u8cc7\u672c\u306e\u4ee3\u7406\u6226\u4e89<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u51fa\u5178\uff1a\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u516c\u5f0f\u767a\u8868\u3001\u304a\u3088\u30732026\u5e74Q1\u4e16\u754c\u6295\u8cc7\u30c7\u30fc\u30bf\u3011<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alphabet\u306e\u5897\u8cc7\u306b\u3088\u3063\u3066\u30012026\u5e74\u306eAI\u5e02\u5834\u306b\u304a\u3051\u308b\u3010\u4e8c\u5927\u5de8\u982d\u306e\u4ee3\u7406\u6226\u4e89\u3011\u306e\u69cb\u56f3\u304c\u3044\u3088\u3044\u3088\u9bae\u660e\u306b\u306a\u3063\u305f\u3002\u4e00\u65b9\u306fOpenAI\u306b\u4f1a\u793e\u306e\u547d\u904b\u3092\u4e38\u3054\u3068\u8ced\u3051\u308b\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u4ee3\u8868\u306e\u5b6b\u6b63\u7fa9\u6c0f\u3002\u3082\u3046\u4e00\u65b9\u306f\u3001Alphabet\u306e\u5805\u7262\u306a\u30a4\u30f3\u30d5\u30e9\u306b\u5de8\u8cbb\u3092\u6295\u3058\u308b\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\u306e\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\uff08\u304a\u3088\u3073\u30b0\u30ec\u30c3\u30b0\u30fb\u30a2\u30d9\u30eb\u6c0f\uff09\u3067\u3042\u308b\u3002<br>\u3000<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u5b6b\u6b63\u7fa9\u306eOpenAI\u300c\u5168\u8ced\u3051\u300d\u6226\u7565\u3011<br>\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\uff08SBG\uff09\u306eAI\u9769\u547d\u306b\u8ced\u3051\u308b\u57f7\u5ff5\u306f\u51c4\u307e\u3058\u3044\u30022025\u5e74\u672b\u307e\u3067\u306b400\u5104\u30c9\u30eb\u898f\u6a21\u306e\u6295\u8cc7\u67a0\uff08\u7b2c1\u5f3e\u30fb\u7b2c2\u5f3e\uff09\u306e\u6255\u3044\u8fbc\u307f\u3092\u5b8c\u5168\u306b\u5b8c\u4e86\u3002\u3055\u3089\u306b2026\u5e742\u6708\u306b\u306f\u3001\u8ffd\u52a0\u3067300\u5104\u30c9\u30eb\u3068\u3044\u3046\u5de8\u984d\u306e\u30d5\u30a9\u30ed\u30fc\u30aa\u30f3\uff08\u8ffd\u52a0\uff09\u6295\u8cc7\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u540c\u5e744\u67081\u65e5\u306b\u306f\u305d\u306e\u7b2c1\u5f3e\u3068\u3057\u3066100\u5104\u30c9\u30eb\u3092\u5b9f\u884c\u6e08\u307f\u3067\u3042\u308b\u3002\u3053\u308c\u307e\u3067\u306e\u7d2f\u8a08\u6295\u8cc7\u984d\u306f646\u5104\u30c9\u30eb\u8d85\uff08\u7d0410\u5146\u5186\uff09\u306b\u9054\u3057\u3066\u304a\u308a\u3001OpenAI\u306e\u6301\u5206\u6bd4\u7387\u306f\u7d0413\uff05\u3001\u4e8b\u5b9f\u4e0a\u306e\u7b46\u982d\u682a\u4e3b\u7d1a\u3068\u3057\u3066\u541b\u81e8\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6f64\u6ca2\u306a\u65e5\u672c\u8cc7\u672c\u306e\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3092\u53d7\u3051\u3001OpenAI\u306f2026\u5e743\u670831\u65e5\u306b\u7dcf\u984d1,220\u5104\u30c9\u30eb\u306e\u5927\u898f\u6a21\u306a\u8cc7\u91d1\u8abf\u9054\u3092\u5b8c\u4e86\u3057\u305f\u3002\u3053\u306e\u6642\u306eOpenAI\u306e\u8a55\u4fa1\u984d\u306f8,520\u5104\u30c9\u30eb\u3068\u3044\u3046\u5929\u6587\u5b66\u7684\u306a\u6570\u5b57\u306b\u9054\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u8abf\u9054\u306f\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u304c\u5171\u540c\u4e3b\u5c0e\u3057\u3001Amazon\u3001NVIDIA\u3001Microsoft\u3068\u3044\u3063\u305f\u7c73\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u30fb\u30c6\u30c3\u30af\u9023\u5408\u3082\u3053\u305e\u3063\u3066\u53c2\u52a0\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b6b\u6b63\u7fa9\u6c0f\u306e\u72d9\u3044\u306f\u660e\u78ba\u3060\u3002\u6700\u5148\u7aef\u306eAI\u3092\u300c\u6b21\u306e\u30b7\u30ea\u30b3\u30f3\u30d0\u30ec\u30fc\u300d\u3068\u3057\u3066\u65e5\u672c\u4f01\u696d\u3084\u56fd\u5185\u5c55\u958b\u306b\u30d5\u30eb\u6d3b\u7528\u3059\u308b\u305f\u3081\u3001\u73fe\u5728\u3082\u65e5\u672c\u6cd5\u4eba\u3068\u306e\u30b8\u30e7\u30a4\u30f3\u30c8\u30d9\u30f3\u30c1\u30e3\u30fc\uff08JV\uff09\u3092\u9032\u884c\u3055\u305b\u3066\u3044\u308b\u3002\u30ea\u30b9\u30af\u3092\u6975\u9650\u307e\u3067\u53d6\u3063\u3066\u672a\u6765\u306e\u8987\u6a29\u3092\u596a\u3044\u306b\u884c\u304f\u300c\u653b\u3081\u306e\u65e5\u672c\u8cc7\u672c\u300d\u306e\u5178\u578b\u4f8b\u3068\u8a00\u3048\u308b\u3002<br>\u3000<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u30d0\u30d5\u30a7\u30c3\u30c8\uff08\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\uff09\u306eAlphabet\u300c\u6df1\u8ffd\u3044\u300d\u6226\u7565\u3011<br>\u3053\u308c\u306b\u5bfe\u3057\u3066\u30d0\u30d5\u30a7\u30c3\u30c8\u9663\u55b6\u306f\u3001\u3069\u3053\u307e\u3067\u3082\u300c\u4fa1\u5024\u6295\u8cc7\u300d\u306e\u5ef6\u9577\u7dda\u4e0a\u3067\u52d5\u304f\u3002\u904e\u6fc0\u306a\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u3067\u3042\u308bOpenAI\u3067\u306f\u306a\u304f\u3001\u3059\u3067\u306b\u691c\u7d22\u5e02\u5834\u3092\u72ec\u5360\u3057\u3001\u4e16\u754c\u4e2d\u306b\u5f35\u308a\u5de1\u3089\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u5f37\u529b\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u6301\u3064Alphabet\u3092\u300cAI\u306e\u672c\u547d\u300d\u306b\u4f4d\u7f6e\u3065\u3051\u305f\u3002AI\u30a4\u30f3\u30d5\u30e9\u305d\u306e\u3082\u306e\u304c\u3001\u5c06\u6765\u7684\u306b\u88cf\u5207\u308b\u3053\u3068\u306e\u306a\u3044\u300c\u6c38\u7d9a\u7684\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30ab\u30a6\uff08\u91d1\u306e\u306a\u308b\u6728\uff09\u300d\u306b\u306a\u308b\u3068\u51b7\u5fb9\u306b\u5224\u65ad\u3057\u305f\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u306b\u306f\u898b\u4e8b\u306a\u5bfe\u6bd4\u304c\u5b58\u5728\u3059\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b6b\u6b63\u7fa9\u6c0f\uff1a\u3010OpenAI\u3067\u4e16\u754c\u6700\u5148\u7aef\u306e\u300c\u982d\u8133\u300d\u3092\u7372\u308b\u3011<\/li>\n\n\n\n<li>\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\uff1a\u3010Alphabet\u3067\u76e4\u77f3\u306a\u300c\u30a4\u30f3\u30d5\u30e9\u300d\u3068\u5b89\u5b9a\u6210\u9577\u3092\u7372\u308b\u3011<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u306e\u8aad\u8005\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u8208\u5473\u6df1\u3044\u306e\u306f\u3001\u300c\u5b6b\u6b63\u7fa9\u6c0f\u7387\u3044\u308b\u65e5\u672c\u8cc7\u672c\u304cOpenAI\u306e\u80cc\u5f8c\u3067\u4e16\u754c\u6700\u5f37\u306e\u982d\u8133\u3092\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3057\u3001\u7d50\u679c\u3068\u3057\u3066\u7c73\u56fd\u306e\u5de8\u4eba\u3067\u3042\u308bAlphabet\u3092\u5fb9\u5e95\u7684\u306b\u8ffd\u3044\u8a70\u3081\u308b\u300d\u3068\u3044\u3046\u3001\u30b9\u30ea\u30ea\u30f3\u30b0\u306a\u30b0\u30ed\u30fc\u30d0\u30eb\u8cc7\u672c\u306e\u9006\u8aac\u7684\u306a\u529b\u5b66\u304c\u8d77\u304d\u3066\u3044\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u3060\u308d\u3046\u3002<br><br>\u3000<\/p>\n\n\n\n<h2 id=\"%25f0%259f%2593%258a-4-ai%25e5%259b%259b%25e5%25bc%25b7%25e3%2581%25ae%25e5%2585%25a8%25e5%258b%25a2%25e5%258a%259b%25e5%259b%25b3%25e3%2581%25a8%25e8%2583%258c%25e5%25be%258c%25e3%2581%25ab%25e8%25a0%25a2%25e3%2581%258f%25e5%259c%25b0%25e6%2594%25bf%25e5%25ad%25a6%25e6%2580%259d%25e6%2583%25b3%25e5%25af%25be%25e7%25ab%258b\" class=\"wp-block-heading\">\ud83d\udcca 4. AI\u56db\u5f37\u306e\u5168\u52e2\u529b\u56f3\u3068\u80cc\u5f8c\u306b\u8822\u304f\u300c\u5730\u653f\u5b66\u30fb\u601d\u60f3\u5bfe\u7acb\u300d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u51fa\u5178\uff1aBloomberg Technology\uff082026\u5e746\u67082\u65e5\u653e\u9001\u300cOpen Interest\u300d\uff09\u304a\u3088\u3073\u5404\u56fdSEC\u63d0\u51fa\u66f8\u985e\u3011<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306eAI\u5e02\u5834\u306f\u3001\u8cc7\u91d1\u6e90\u306e\u6027\u683c\u3084\u30d7\u30ec\u30a4\u30e4\u30fc\u306e\u601d\u60f3\u306b\u3088\u3063\u30664\u3064\u306e\u9663\u55b6\u306b\u5b8c\u5168\u306b\u6975\u7aef\u5316\u3057\u3066\u3044\u308b\u30022026\u5e746\u6708\u73fe\u5728\u306e\u6700\u65b0\u30c7\u30fc\u30bf\u3092\u57fa\u306b\u3001\u305d\u306e\u56db\u5f37\u306e\u52e2\u529b\u56f3\u3068\u8cc7\u91d1\u8abf\u9054\u306e\u80cc\u666f\u3092\u69cb\u9020\u5316\u3057\u3066\u307f\u3088\u3046\u3002<\/p>\n\n\n\n<h3 id=\"%25f0%259f%2594%25b4-openai%25e9%2599%25a3%25e5%2596%25b6microsoft-%25ef%25bc%258b-%25e3%2582%25bd%25e3%2583%2595%25e3%2583%2588%25e3%2583%2590%25e3%2583%25b3%25e3%2582%25af\" class=\"wp-block-heading\">\ud83d\udd34 OpenAI\uff08\u9663\u55b6\uff1aMicrosoft \uff0b \u30bd\u30d5\u30c8\u30d0\u30f3\u30af\uff09<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3010\u6700\u65b0\u306e\u8cc7\u91d1\u8abf\u9054\u3011\uff1a1,220\u5104\u30c9\u30eb\uff082026\u5e743\u6708\u672b\u5b8c\u4e86 \/ \u8a55\u4fa1\u984d\uff1a8,520\u5104\u30c9\u30eb\uff09<\/li>\n\n\n\n<li>\u3010\u4e3b\u306a\u51fa\u8cc7\u8005\u30fb\u30d0\u30c3\u30af\u3011\uff1a\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\uff08\u5171\u540c\u4e3b\u5c0e\u30fb\u6301\u520613%\uff09\u3001Microsoft\u3001Amazon\u3001NVIDIA<\/li>\n\n\n\n<li>\u3010\u72d9\u3044\u3011\uff1a\u5b6b\u6b63\u7fa9\u6c0f\u306e\u5727\u5012\u7684\u306a\u653b\u52e2\u3068\u3001\u7c73\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u5de8\u5927\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\uff09\u9023\u5408\u3002\u4e16\u754c\u6700\u5148\u7aef\u306e\u30e2\u30c7\u30eb\u958b\u767a\u3092\u4e3b\u5c0e\u3057\u3001\u8987\u6a29\u3092\u63e1\u308b\u3002<br>\u3000<\/li>\n<\/ul>\n\n\n\n<h3 id=\"%25f0%259f%2594%25b5-alphabet-google%25e9%2599%25a3%25e5%2596%25b6%25e8%2587%25aa%25e5%2589%258d%25e4%25b8%25bb%25e7%25be%25a9-%25ef%25bc%258b-%25e3%2583%2590%25e3%2583%25bc%25e3%2582%25af%25e3%2582%25b7%25e3%2583%25a3%25e3%2583%25bc\" class=\"wp-block-heading\">\ud83d\udd35 Alphabet \/ Google\uff08\u9663\u55b6\uff1a\u81ea\u524d\u4e3b\u7fa9 \uff0b \u30d0\u30fc\u30af\u30b7\u30e3\u30fc\uff09<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3010\u6700\u65b0\u306e\u8cc7\u91d1\u8abf\u9054\u3011\uff1a800\u5104\u30c9\u30eb\u306e\u5de8\u984d\u5897\u8cc7\u8a08\u753b\uff082026\u5e746\u6708\u767a\u8868\uff09<\/li>\n\n\n\n<li>\u3010\u4e3b\u306a\u51fa\u8cc7\u8005\u30fb\u30d0\u30c3\u30af\u3011\uff1a\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\uff08100\u5104\u30c9\u30eb\u306e\u79c1\u52df\u5f15\u304d\u53d7\u3051\uff09\u3001\u304a\u3088\u3073\u4e00\u822c\u682a\u5f0f\u5e02\u5834<\/li>\n\n\n\n<li>\u3010\u72d9\u3044\u3011\uff1a\u30d0\u30d5\u30a7\u30c3\u30c8\u6d41\u306e\u5b89\u5b9a\u6295\u8cc7\u3002\u4ed6\u793e\u306b\u4f9d\u5b58\u3057\u306a\u3044\u300c\u81ea\u524d\u4e3b\u7fa9\u300d\u3092\u8cab\u304d\u3001\u5e74\u95931800\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u5727\u5012\u7684\u306a\u8a2d\u5099\u6295\u8cc7\u3067\u4e16\u754c\u6700\u9ad8\u306e\u8a08\u7b97\u57fa\u76e4\u3092\u4f5c\u308b\u3002<br>\u3000<\/li>\n<\/ul>\n\n\n\n<h3 id=\"%25f0%259f%259f%25a2-grok-xai%25e9%2599%25a3%25e5%2596%25b6%25e3%2582%25a4%25e3%2583%25bc%25e3%2583%25ad%25e3%2583%25b3%25e3%2583%259e%25e3%2582%25b9%25e3%2582%25af-%25ef%25bc%258b-%25e4%25b8%25ad%25e6%259d%25b1%25e3%2582%25bd%25e3%2583%2596%25e3%2583%25aa%25e3%2583%25b3%25e3%2583%259e%25e3%2583%258d%25e3%2583%25bc\" class=\"wp-block-heading\">\ud83d\udfe2 Grok \/ xAI\uff08\u9663\u55b6\uff1a\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af \uff0b \u4e2d\u6771\u30bd\u30d6\u30ea\u30f3\u30de\u30cd\u30fc\uff09<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3010\u6700\u65b0\u306e\u8cc7\u91d1\u8abf\u9054\u3011\uff1a200\u5104\u30c9\u30eb\uff082026\u5e741\u6708\uff1aSeries E\uff09<\/li>\n\n\n\n<li>\u3010\u4e3b\u306a\u51fa\u8cc7\u8005\u30fb\u30d0\u30c3\u30af\u3011\uff1a\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af\u6c0f\uff08\u5275\u696d\u8005\uff09\u3001Valor Equity\u3001Fidelity\u3001\u30ab\u30bf\u30fc\u30eb\u6295\u8cc7\u5e81\uff08QIA\uff09\u3001MGX\uff08\u30a2\u30d6\u30c0\u30d3\uff09\u3001Baron Capital\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u306e\u30a2\u30eb\u30ef\u30ea\u30fc\u30c9\u738b\u5b50\u3001NVIDIA\u3001Cisco\uff08\u30aa\u30e9\u30af\u30eb\u3068\u306f\u30a4\u30f3\u30d5\u30e9\u9762\u3067\u6df1\u304f\u63d0\u643a\uff09<\/li>\n\n\n\n<li>\u3010\u72d9\u3044\u3011\uff1a\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af\u6c0f\u4e3b\u5c0e\u306e\u300c\u72ec\u7acb\u4e0d\u7f88\u300d\u8def\u7dda\u3002\u7c73\u653f\u5e9c\u306e\u898f\u5236\u3084\u4e2d\u56fd\u3078\u306e\u4f9d\u5b58\u3092\u5fb9\u5e95\u7684\u306b\u907f\u3051\u3001\u4e2d\u6771\u306e\u4e3b\u6a29\u57fa\u91d1\uff08\u30bd\u30d6\u30ea\u30f3\u30a6\u30a7\u30eb\u30b9\u30d5\u30a1\u30f3\u30c9\uff09\u3084\u7c73\u56fd\u306e\u72ec\u7acb\u7cfb\u30c6\u30c3\u30af\u304b\u3089\u8cc7\u91d1\u3092\u5438\u3044\u4e0a\u3052\u308b\u3002\u653f\u6cbb\u7684\u6b63\u3057\u3055\uff08\u30dd\u30ea\u30b3\u30ec\uff09\u306b\u7e1b\u3089\u308c\u305a\u3001\u81ea\u7531\u306a\u958b\u767a\u3068\u6700\u5927\u771f\u5b9f\u3092\u8ffd\u6c42\u3059\u308b\u300c\u53cd\u4f53\u5236AI\u300d\u3067\u3042\u308a\u3001\u3042\u308b\u610f\u5473\u3067\u6700\u3082\u7537\u3089\u3057\u3044\u7121\u983c\u306eAI\u306e\u8c61\u5fb4\u3067\u3042\u308b\u3002<br>\u3000<\/li>\n<\/ul>\n\n\n\n<h3 id=\"%25f0%259f%259f%25a1-claude-anthropic%25e9%2599%25a3%25e5%2596%25b6amazon-%25ef%25bc%258b-google%25e6%25b7%25b1%25e3%2581%258f%25e4%25be%259d%25e5%25ad%2598\" class=\"wp-block-heading\">\ud83d\udfe1 Claude \/ Anthropic\uff08\u9663\u55b6\uff1aAmazon \uff0b Google\u6df1\u304f\u4f9d\u5b58\uff09<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3010\u6700\u65b0\u306e\u8cc7\u91d1\u8abf\u9054\u3011\uff1a650\u5104\u30c9\u30eb\uff082026\u5e745\u6708\uff1aSeries H \/ \u8a55\u4fa1\u984d\uff1a9,650\u5104\u30c9\u30eb\uff09<\/li>\n\n\n\n<li>\u3010\u4e3b\u306a\u51fa\u8cc7\u8005\u30fb\u30d0\u30c3\u30af\u3011\uff1aAltimeter\u3001Dragoneer\u3001Sequoia Capital\u3001Amazon\uff08\u904e\u53bb\u306b250\u5104\u30c9\u30eb\u30b3\u30df\u30c3\u30c8\u3001\u6700\u5927500\u5104\u30c9\u30eb\u4ee5\u4e0a\u306e\u6700\u512a\u5148\u30d1\u30fc\u30c8\u30ca\u30fc\uff09\u3001Google\uff08\u904e\u53bb\u306b400\u5104\u30c9\u30eb\u30b3\u30df\u30c3\u30c8\uff09\u3001Blackstone\u306a\u3069<\/li>\n\n\n\n<li>\u3010\u72d9\u3044\u3011\uff1aOpenAI\u306e\u5143\u5e79\u90e8\u305f\u3061\u304c\u7acb\u3061\u4e0a\u3052\u305f\u4f01\u696d\u3002\u5b89\u5168\u6027\u3084\u502b\u7406\u3092\u91cd\u8996\u3059\u308b\u300c\u61b2\u6cd5AI\u300d\u3092\u63b2\u3052\u3001\u5927\u4f01\u696d\u3084\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u3068\u306e\u89aa\u548c\u6027\u304c\u6975\u3081\u3066\u9ad8\u3044\u3002Amazon\u306eAWS\uff08\u30af\u30e9\u30a6\u30c9\uff09\u3068\u6df1\u304f\u7d50\u3073\u3064\u3044\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u898b\u9003\u305b\u306a\u3044\u8d85\u5927\u578b\u306e\u6700\u65b0\u30d5\u30a1\u30af\u30c8\u304c\u3042\u308b\u3002<strong>\u3053\u306eClaude\u3092\u958b\u767a\u3059\u308b\u3010Anthropic\u793e\u304c\u30012026\u5e746\u67081\u65e5\u306e\u6708\u66dc\u65e5\u3001\u7c73\u56fd\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\uff08SEC\uff09\u306b\u5bfe\u3057\u3066\u65b0\u898f\u682a\u5f0f\u516c\u958b\uff08IPO\uff09\u3092\u975e\u516c\u958b\u3067\u7533\u8acb\u3057\u305f\u3011\u3053\u3068\u304c\u5224\u660e<\/strong>\u3057\u305f\u306e\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001Anthropic\u306f\u6642\u4fa1\u7dcf\u984d9,650\u5104\u30c9\u30eb\uff08\u7d04150\u5146\u5186\u898f\u6a21\uff09\u3068\u3044\u3046\u3001OpenAI\u3092\u629c\u3044\u3066\u4e16\u754c\u3067\u6700\u3082\u4fa1\u5024\u306e\u9ad8\u3044\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306e\u5ea7\u3092\u624b\u306b\u5165\u308c\u305f\u72b6\u614b\u3067\u3001\u682a\u5f0f\u5e02\u5834\u3078\u306e\u4e0a\u5834\u30ec\u30fc\u30b9\u306b\u304a\u3044\u3066OpenAI\u306e\u5148\u624b\u3092\u6253\u3063\u305f\u5f62\u3068\u306a\u308b\u3002AI\u30e2\u30c7\u30eb\u306e\u6027\u80fd\u7af6\u4e89\u3060\u3051\u3067\u306a\u304f\u3001\u3044\u304b\u306b\u65e9\u304f\u5e02\u5834\u304b\u3089\u30af\u30ea\u30fc\u30f3\u306a\u5de8\u984d\u8cc7\u91d1\u3092\u56de\u53ce\u3067\u304d\u308b\u304b\u3068\u3044\u3046\u300c\u5148\u624b\u5fc5\u52dd\u300d\u306e\u30de\u30cd\u30fc\u30b2\u30fc\u30e0\u304c\u3001\u6628\u65e5\u4eca\u65e5\u3067\u5b8c\u5168\u306b\u9650\u754c\u7a81\u7834\u3057\u305f\u3068\u8a00\u3048\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305f\u3001\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u540c\u3058\u304f\u3057\u3066\u3001\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u304cAI\u30e2\u30c7\u30eb\u306e\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30ea\u30b9\u30af\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u300c\u65b0\u305f\u306aAI\u884c\u653f\u547d\u4ee4\u300d\u3092\u767a\u4ee4\u3002\u653f\u5e9c\u3068\u958b\u767a\u4f01\u696d\u304c\u5354\u529b\u3057\u3066\u6700\u5148\u7aef\u30e2\u30c7\u30eb\uff08frontier model\uff09\u306e\u5b89\u5168\u6027\u30c6\u30b9\u30c8\u3092\u884c\u3046\u67a0\u7d44\u307f\u3092\u767a\u8868\u3057\u305f\u304c\u3001\u3053\u308c\u304c\u5b89\u5168\u91cd\u8996\u306eAnthropic\u306e\u4e0a\u5834\u7533\u8acb\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3068\u30d4\u30bf\u30ea\u3068\u91cd\u306a\u3063\u3066\u3044\u308b\u70b9\u3082\u3001\u6975\u3081\u3066\u653f\u6cbb\u7684\u304b\u3064\u5730\u653f\u5b66\u7684\u306a\u610f\u56f3\u3092\u611f\u3058\u3055\u305b\u305a\u306b\u306f\u3044\u3089\u308c\u306a\u3044\u3002<br><br>\u3000<\/p>\n\n\n\n<h2 id=\"%25f0%259f%259a%2580-5-%25e5%2591%25a8%25e8%25be%25ba%25e3%2583%2586%25e3%2583%2583%25e3%2582%25af%25e5%25ae%2587%25e5%25ae%2599%25e3%2583%259e%25e3%2582%25af%25e3%2583%25ad%25e7%25b5%258c%25e6%25b8%2588%25e3%2581%25b8%25e3%2581%25ae%25e5%25bc%25b7%25e7%2583%2588%25e3%2581%25aa%25e6%25b3%25a2%25e5%258f%258a%25e5%258a%25b9\" class=\"wp-block-heading\">\ud83d\ude80 5. \u5468\u8fba\u30c6\u30c3\u30af\u30fb\u5b87\u5b99\u30fb\u30de\u30af\u30ed\u7d4c\u6e08\u3078\u306e\u5f37\u70c8\u306a\u6ce2\u53ca\u52b9\u679c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u51fa\u5178\uff1aBloomberg Television\u300eOpen Interest\u300f\uff082026\u5e746\u67082\u65e5\u653e\u9001\u5206\uff09\u3011<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u3068\u3044\u3046\u5de8\u5927\u306a\u8cc7\u91d1\u306e\u6e26\u306f\u3001IT\u696d\u754c\u306b\u7559\u307e\u3089\u305a\u3001\u5b87\u5b99\u7d4c\u6e08\u3084\u30de\u30af\u30ed\u7d4c\u6e08\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u751f\u614b\u7cfb\u306b\u307e\u3067\u5f37\u70c8\u306a\u5730\u6bbb\u5909\u52d5\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3002\u6628\u65e5\u4eca\u65e5\u306e\u6d77\u5916\u5831\u9053\u3067\u660e\u304b\u3055\u308c\u305f\u3001\u898b\u9003\u305b\u306a\u3044\u5468\u8fba\u30c6\u30c3\u30af\u306e\u52d5\u304d\u3082\u3059\u3079\u3066\u7db2\u7f85\u3057\u3066\u304a\u3053\u3046\u3002<br>\u3000<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010AI\u30de\u30cd\u30fc\u304c\u52d5\u304b\u3059\u5468\u8fba\u5e02\u5834\u306e\u30ea\u30a2\u30eb\u3011<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3010SpaceX\u306e\u30e1\u30acIPO\u3068\u624b\u6570\u6599\u4ea4\u6e09\u3011\uff1a\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af\u6c0f\u7387\u3044\u308b\u5b87\u5b99\u4f01\u696dSpaceX\u3082\u3001\u4eca\u5e742026\u5e74\u4e2d\u306e\u682a\u5f0f\u516c\u958b\u3092\u4e88\u5b9a\u3057\u3066\u304a\u308a\u3001\u306a\u3093\u3068750\u5104\u30c9\u30eb\u3068\u3044\u3046\u5de8\u984d\u306e\u8abf\u9054\u3092\u76ee\u6307\u3057\u3066\u3044\u308b\u3002\u305d\u306e\u4e2d\u3067\u3001\u30de\u30b9\u30af\u6c0f\u306f\u9280\u884c\u5074\u306b\u5bfe\u3057\u3066\u300c0.75%\u672a\u6e80\u300d\u3068\u3044\u3046\u6975\u3081\u3066\u4f4e\u3044\u5f15\u53d7\u624b\u6570\u6599\u3092\u8981\u6c42\u3057\u3066\u3044\u308b\u3068\u5831\u3058\u3089\u308c\u305f\u3002\u9280\u884c\u5074\u306b\u3068\u3063\u3066\u306f\u5b9f\u5165\u308a\u304c\u5c11\u306a\u3044\u304c\u3001\u6b74\u53f2\u7684\u306a\u5927\u578b\u6848\u4ef6\u306b\u95a2\u4e0e\u3059\u308b\u3053\u3068\u81ea\u4f53\u304c\u4eca\u5f8c\u306e\u5927\u304d\u306a\u30b9\u30c6\u30fc\u30bf\u30b9\u3068\u306a\u308b\u305f\u3081\u3001\u71be\u70c8\u306a\u4ea4\u6e09\u304c\u884c\u308f\u308c\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u3010Impulse Space\u3068\u5b87\u5b99\u7d4c\u6e08\u306e\u7206\u767a\u3011\uff1aSpaceX\u306e\u5143\u793e\u54e1\u3067\u3042\u308b\u30c8\u30e0\u30fb\u30df\u30e5\u30fc\u30e9\u30fc\u6c0f\u304cCEO\u3092\u52d9\u3081\u308bImpulse Space\u306f\u30015\u5104\u30c9\u30eb\u306e\u8cc7\u91d1\u8abf\u9054\u306b\u6210\u529f\u3057\u3001\u4f01\u696d\u8a55\u4fa1\u984d\u306f40\u5104\u30c9\u30eb\u306b\u9054\u3057\u305f\u3002\u540c\u793e\u306f\u300c\u5b87\u5b99\u306e\u30bf\u30af\u30b7\u30fc\u300d\u3068\u3057\u3066\u885b\u661f\u3092\u76ee\u7684\u306e\u8ecc\u9053\u3078\u79fb\u52d5\u3055\u305b\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u5b87\u5b99\u7d4c\u6e08\u304c\u771f\u306e\u6210\u9577\u671f\u306b\u5165\u3063\u305f\u3053\u3068\u3092\u8a3c\u660e\u3057\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u3010HPE\uff08\u30d2\u30e5\u30fc\u30ec\u30c3\u30c8\u30fb\u30d1\u30c3\u30ab\u30fc\u30c9\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\uff09\u306e\u8e8d\u9032\u3011\uff1aCEO\u306e\u30a2\u30f3\u30c8\u30cb\u30aa\u30fb\u30cd\u30ea\u6c0f\u7387\u3044\u308bHPE\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306e\u7206\u767a\u7684\u306a\u5897\u52a0\u3092\u80cc\u666f\u306b\u3001\u58f2\u4e0a\u898b\u901a\u3057\u3092\u5927\u5e45\u306b\u4e0a\u65b9\u4fee\u6b63\u3057\u305f\u3002\u4f01\u696d\u304c\u30c7\u30fc\u30bf\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3084\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u91cd\u8996\u3057\u3001\u30af\u30e9\u30a6\u30c9\u3067\u306f\u306a\u304f\u300c\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\uff08\u81ea\u793e\u6240\u6709\uff09\u300d\u3067\u306eAI\u5c0e\u5165\u3092\u9032\u3081\u3066\u3044\u308b\u3053\u3068\u304c\u540c\u793e\u306e\u5f37\u70c8\u306a\u8ffd\u3044\u98a8\u3068\u306a\u308a\u3001\u682a\u4fa1\u306f\u6025\u9a30\u3057\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u3010Computex\uff08\u53f0\u6e7e\uff09\u3067\u306eAI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u5408\u6226\u3011\uff1a\u53f0\u6e7e\u3067\u958b\u50ac\u3055\u308c\u305fComputex\u3067\u306f\u3001SK Hynix\u304c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u4f9b\u7d66\u4e0d\u8db3\u3092\u89e3\u6d88\u3059\u308b\u305f\u3081\u306b\u30e1\u30e2\u30ea\u5897\u7523\u3092\u8a93\u7d04\u3002\u3055\u3089\u306b\u3001Perplexity AI\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u3067\u3042\u308b\u30a2\u30e9\u30f4\u30a3\u30f3\u30c9\u30fb\u30b9\u30ea\u30cb\u30f4\u30a1\u30b9\u6c0f\u304cIntel\u3068\u5354\u529b\u3057\u3001AI\u306e\u63a8\u8ad6\u30bf\u30b9\u30af\u3092\u30ed\u30fc\u30ab\u30eb\u30c7\u30d0\u30a4\u30b9\u3068\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d0\u30fc\u9593\u3067\u6700\u9069\u306b\u632f\u308a\u5206\u3051\u308b\u300c\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30fb\u30a4\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30bf\u30fc\u300d\u3092\u767a\u8868\u3057\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u5e02\u5834\u3092\u71b1\u72c2\u3055\u305b\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u3010MongoDB\u306eAI\u30c7\u30fc\u30bf\u57fa\u76e4\u3011\uff1aMongoDB\u306eCEO\u3067\u3042\u308bCJ\u30fb\u30c7\u30b5\u30a4\u6c0f\u3082\u3001\u3069\u306e\u3088\u3046\u306aAI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u52d5\u304b\u3059\u306b\u3082\u5f37\u529b\u306a\u30c7\u30fc\u30bf\u57fa\u76e4\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u540c\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u304c\u3044\u304b\u306bAI\u306e\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u308b\u304b\u3092\u5f37\u8abf\u3057\u305f\u3002<\/li>\n\n\n\n<li>\u3010\u5de8\u5927\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9Citadel\u306e\u5947\u7b56\u3011\uff1a\u30b1\u30f3\u30fb\u30b0\u30ea\u30d5\u30a3\u30f3\u6c0f\u7387\u3044\u308bCitadel\u306f\u3001\u904b\u7528\u8cc7\u91d1\u3092\u6301\u3066\u4f59\u3059\u4e2d\u3067\u3001\u4ed6\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u304b\u3089\u6709\u76ca\u306a\u53d6\u5f15\u30a2\u30a4\u30c7\u30a2\u3092\u76f4\u63a5\u8cfc\u5165\u3059\u308b\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u958b\u59cb\u3002\u5e02\u5834\u5e73\u5747\u3092\u4e0a\u56de\u308b\u53ce\u76ca\uff08\u30a2\u30eb\u30d5\u30a1\uff09\u3092\u751f\u307f\u51fa\u3059\u305f\u3081\u306e\u65b0\u305f\u306a\u6226\u7565\u3092\u5c55\u958b\u3057\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u3010\u5f37\u56fa\u306a\u7c73\u56fd\u7d4c\u6e08\u6307\u6a19\u3011\uff1a\u6700\u65b0\u306eJOLTS\uff08\u6c42\u4eba\u52b4\u50cd\u7570\u52d5\u8abf\u67fb\uff09\u3067\u306f\u3001\u6c42\u4eba\u4ef6\u6570\u304c\u4e88\u60f3\u3092\u5927\u304d\u304f\u4e0a\u56de\u308a\u3001\u7d042\u5e74\u3076\u308a\u306e\u9ad8\u6c34\u6e96\u3092\u8a18\u9332\u3002\u7c73\u56fd\u7d4c\u6e08\u304c\u4f9d\u7136\u3068\u3057\u3066\u5f37\u56fa\u3067\u3042\u308b\u3053\u3068\u3092\u793a\u3057\u305f\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u5727\u529b\u3084\u4eca\u5f8c\u306e\u5229\u4e0a\u3052\u306e\u53ef\u80fd\u6027\u3001\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u30d3\u30eb\u30fb\u30d1\u30a4\u30f3\u6c0f\u3092\u56fd\u5bb6\u60c5\u5831\u9577\u5b98\u4ee3\u7406\u306b\u6307\u540d\u3057\u305f\u30cb\u30e5\u30fc\u30b9\u3001\u3055\u3089\u306b\u306f\u77ed\u671f\u7684\u306b\u306f\u300c\u6b66\u5668\u5316\u57fa\u91d1\uff08weaponization fund\uff09\u300d\u3078\u306e\u6279\u5224\u306a\u3069\u3001\u653f\u6cbb\u7684\u30ea\u30b9\u30af\u3082\u5e02\u5834\u306b\u5f71\u3092\u843d\u3068\u3059\u3002\u3053\u306e\u8cc7\u7523\u4fa1\u683c\u4e0a\u6607\u306e\u6ce2\u306f\u3001\u30b3\u30ec\u30af\u30bf\u30fc\u30ab\u30fc\u5e02\u5834\uff08Hagerty\u306eCEO\u30de\u30ad\u30fc\u30eb\u30fb\u30cf\u30ac\u30c6\u30a3\u6c0f\u8ac7\uff09\u306b\u304a\u3051\u308b\u30d5\u30a7\u30e9\u30fc\u30ea\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u30f4\u30a3\u30f3\u30c6\u30fc\u30b8\u30ab\u30fc\u5e02\u5834\u306e\u6d3b\u6cc1\u306b\u307e\u3067\u6ce2\u53ca\u3057\u3066\u3044\u308b\u3002<br><br>\u3000<\/li>\n<\/ul>\n\n\n\n<h2 id=\"%25f0%259f%258f%2581-%25e7%25b5%2590%25e8%25ab%2596%25e2%2594%2580%25e2%2594%2580%25e5%258b%259d%25e8%2580%2585%25e3%2581%25af%25e3%2582%25a4%25e3%2583%25b3%25e3%2583%2595%25e3%2583%25a9%25e3%2582%2592%25e6%258c%2581%25e3%2581%25a4%25e8%2580%2585%25e7%2594%25b7%25e3%2581%259f%25e3%2581%25a1%25e3%2581%25ae%25e8%25a6%2587\" class=\"wp-block-heading\">\ud83c\udfc1 \u7d50\u8ad6\u2500\u2500\u52dd\u8005\u306f\u300c\u30a4\u30f3\u30d5\u30e9\u3092\u6301\u3064\u8005\u300d\u3001\u7537\u305f\u3061\u306e\u8987\u6a29\u4e89\u3044\u306e\u884c\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3010\u51fa\u5178\uff1a2026\u5e746\u6708\u73fe\u5728 \u4e16\u754cAI\u6295\u8cc7\u52d5\u5411\u4e88\u6e2c\u30c7\u30fc\u30bf\u3011<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u4e16\u754cAI\u652f\u51fa\u306f\u3001\u3059\u3067\u306b2.52\u5146\u30c9\u30eb\uff08\u7d04400\u5146\u5186\uff09\u3092\u8d85\u3048\u308b\u3068\u3044\u3046\u72c2\u6c17\u7684\u306a\u4e88\u6e2c\u304c\u51fa\u3066\u3044\u308b\u3002\u3053\u306e\u5929\u6587\u5b66\u7684\u306a\u6570\u5b57\u3092\u898b\u3066\u300c\u3084\u306f\u308aAI\u306f\u30d0\u30d6\u30eb\u3060\u3001\u3044\u3064\u304b\u5d29\u58ca\u3059\u308b\u300d\u3068\u7247\u4ed8\u3051\u308b\u306e\u306f\u7c21\u5358\u3060\u304c\u3001\u305d\u306e\u672c\u8cea\u3092\u898b\u8aa4\u3063\u3066\u306f\u306a\u3089\u306a\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30cf\u30fc\u30b0\u30ea\u30fc\u30d6\u30b9\u30fb\u30e9\u30f3\u30b9\u30c0\u30a6\u30f3\u306e\u4e0a\u7d1a\u682a\u5f0f\u30a2\u30ca\u30ea\u30b9\u30c8\u3001\u30de\u30c3\u30c8\u30fb\u30d6\u30ea\u30c3\u30c4\u30de\u30f3\u6c0f\u304c\u8a9e\u308b\u3088\u3046\u306b\u3001\u300c\u30cf\u30a4\u30c6\u30af\u5927\u624b\u4f01\u696d\u304c\u8cc7\u672c\u3092\u307b\u3068\u3093\u3069\u5fc5\u8981\u3068\u305b\u305a\u3001\u305f\u3060\u6f64\u6ca2\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3059\u6a5f\u68b0\u3060\u3063\u305f\u6642\u4ee3\u306f\u3001\u3068\u3046\u306e\u6614\u306b\u7d42\u308f\u3063\u305f\u300d\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u6295\u8cc7\u306f\u3001\u5b9f\u4f53\u306e\u306a\u3044\u7802\u4e0a\u306e\u697c\u95a3\u3067\u306f\u306a\u304f\u3001\u5de8\u5927\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5efa\u8a2d\u3001\u96fb\u529b\u7db2\u306e\u78ba\u4fdd\u3001\u7269\u7406\u7684\u306a\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u6577\u8a2d\u3068\u3044\u3063\u305f\u3010\u5b9f\u4f53\u306e\u3042\u308b\u8d85\u5de8\u5927\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u3011\u3060\u3002\u3082\u3057\u4eee\u306b\u3001\u53ce\u76ca\u5316\u306e\u30b9\u30d4\u30fc\u30c9\u304c\u8ffd\u3044\u3064\u304b\u305a\u306b2026\u5e74\u672b\u304b\u30892027\u5e74\u306b\u304b\u3051\u3066\u5e02\u5834\u306e\u8abf\u6574\u5c40\u9762\uff08\u30d0\u30d6\u30eb\u5d29\u58ca\u8ad6\uff09\u304c\u8a2a\u308c\u305f\u3068\u3057\u3066\u3082\u3001\u305d\u306e\u6642\u306b\u751f\u304d\u6b8b\u308b\u52dd\u8005\u306f\u300c\u30a4\u30f3\u30d5\u30e9\uff08\u8a08\u7b97\u57fa\u76e4\uff09\u3092\u73fe\u7269\u3068\u3057\u3066\u6240\u6709\u3057\u3066\u3044\u308b\u8005\u300d\u3067\u3042\u308a\u3001\u6557\u308c\u53bb\u308b\u306e\u306f\u300c\u72ec\u81ea\u306e\u30a4\u30f3\u30d5\u30e9\u3092\u6301\u305f\u305a\u3001\u30e2\u30c7\u30eb\u306e\u958b\u767a\u3060\u3051\u306b\u983c\u3063\u3066\u3044\u305f\u300d\u30d7\u30ec\u30a4\u30e4\u30fc\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u3059\u3067\u306b\u3001\u5358\u306a\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u67a0\u3092\u8d85\u3048\u3001\u300c\u8ab0\u304c\u4e16\u754c\u306e\u982d\u8133\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u63e1\u308b\u304b\u300d\u3068\u3044\u3046\u3010\u5730\u653f\u5b66\u7684\u306a\u8987\u6a29\u4e89\u3044\u3011\u305d\u306e\u3082\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p 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