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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.

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.