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US vs. Japan IT Industries — "Product" and "Service," and the AI Reshuffle
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US vs. Japan IT Industries — "Product" and "Service," and the AI Reshuffle

In the US, an "IT company" means Microsoft or NVIDIA; in Japan, it means NTT Data or Fujitsu. The same words point to different things. One side mass-produces products for the world; the other supports each customer's bespoke operations. That structural gap has split revenue, talent, and competitiveness. How does generative AI reshape it? A look from Japan's weaknesses and strengths.

The Art of Structuring, Part 1 — From Messy Information to Multiple Projections

Why are records for the same company totalled separately? Starting with record linkage, this article turns familiar data into searchable, aggregatable forms.

The Art of Defining Problems, Part 3 — Running the Definition and Handing It to Requirements

Did the problem definition end the moment you wrote it? Keeping it as a hypothesis through to requirements.

The Art of Defining Problems, Part 2 — Four Axes: Boundary, Standpoint, Time and Constraints

How far does that problem reach? Four axes for setting its scope and view.

The Art of Defining Problems, Part 1 — Turning a Request Back Into a Problem: As-is, To-be and Gap

Is that request already a chosen solution? Set the method aside and write the problem as a gap from today.

The Art of Not Building, Part 3 — The Budget, Contract and Approval Structures That Block a Decision Not to Build

Was the conclusion settled the moment the budget was approved? Seven structures that block a decision not to build.

The Art of Not Building, Part 2 — Seeing the Whole Process and Deciding What to Systematise

Are those requirements just a list of individual tasks? How to see the whole process and decide what a system should cover.

The Art of Not Building, Part 1 — Distorted Requests and Trimming Work with ECRS

Does that request describe a problem, or a solution someone already picked? A procedure for removing work before you build.

Where Agent-Initiated Payments Are Heading — The Layers Behind AP2, ACP, UCP and x402

It was never about handing a card number to a model. So what are all these new standards actually trying to prove?

The Skill of Not Building in the AI Agent Era (5) — Six Checks to Run Before You Start

Will that code still be needed once the next model ships? Six things worth checking before you start.

The Skill of Not Building in the AI Agent Era (4) — Implementations That Don't Repay the Effort, and the Case for Waiting

Homegrown long-term memory, a workflow DSL, a model router. Each one works, and each is genuinely interesting to build. But what if three months of waiting made them unnecessary?

The Skill of Not Building in the AI Agent Era (3) — Run the Loop Instead of Writing by Hand

Boris Cherny, who built Claude Code, says he hasn't hand-written a line of code in eight months. Is the craft of polishing prompts giving way to the craft of designing loops?

The Skill of Not Building in the AI Agent Era (2) — Implementations at the Platform's Mercy

The code runs and the tests pass. Only the value of using it has vanished. A look at this failure mode as a stranded asset rather than technical debt.

The Skill of Not Building in the AI Agent Era (1) — Third Parties Swallowed by the Platform

PDF chat, AI slides, ChatGPT plugins: all standard features of ChatGPT and Gemini now. Where did the implementations that once powered them go?

US vs. Japan IT Industries — "Product" and "Service," and the AI Reshuffle

In the US, an "IT company" means Microsoft or NVIDIA; in Japan, it means NTT Data or Fujitsu. The same words point to different things. One side mass-produces products for the world; the other supports each customer's bespoke operations. That structural gap has split revenue, talent, and competitiveness. How does generative AI reshape it? A look from Japan's weaknesses and strengths.