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Applied AI·September 23, 2026·1 min read

The CEO of a $55 billion conglomerate explains why the Japanese concept of 'kosoryoku' is so important in the AI age

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When a $55B industrial conglomerate CEO says AI lacks kosoryoku—future-envisioning capacity—he’s drawing a hard line between automation and direction-setting. For operators, that’s a reminder to automate execution aggressively while protecting and training the small group that still has to decide what future the machines are building toward.

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When the leading GPU supplier frames AI as net job-creating and leans into open ecosystems and cross-border model development, that’s guidance on where long-term capex and policy bets may go. Treat this less as philosophy and more as a forward-looking map of where infrastructure, open tooling, and regulation are likely to stay investable.