加賀谷友典 / Tomonori Kagaya

【速報】中国の高速道路工事現場で無人のアスファルト舗装ローラーが複数台連携してミリ単位の精度で道路を仕上げた。5GとAIで制御されたXCMGの無人施工システムが人間なしでインフラを作る時代の幕を開けた。

Marc Andreessen named the winner of the AI era. Not a lab. Not a chip company. Not a model. The user. Andreessen: “99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI.” Everyone is measuring the wrong thing. The headlines chase fundraising rounds. Model benchmarks. CEO valuations. That is not where the wealth lands. Andreessen: “If you look at the total amount of economic value creation downstream of the internet, something like 99% of that accrued to the users of the internet, not the companies that built the internet.” This pattern has never broken. Electricity. The internet. The smartphone. The builders absorbed the cost, the risk, and the competition. The users captured nearly everything. Andreessen: “Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value. Apple and Google get 1%.” Apple and Google built the device that changed the world. They kept one percent. The rest went to the people who simply used it. AI is the same equation. The scale has no ceiling. The trillion-dollar labs are burning hundreds of billions on compute, infrastructure, and talent. They will capture a sliver of what they create. Solve one real problem with these tools. You extract more value than most of the companies building them. Andreessen: “It’s almost like dark matter. Everybody’s gonna experience that in their own life and in their own business.” No one will track it. No one will rank it. It will not announce itself. It will be the largest wealth transfer in history. It will move in silence. You do not need to build the grid. You need to know what to plug into it. The race everyone is watching is not the one that matters. The grid is already live. The largest wealth transfers in history never trended. They just completed. Most people will spend their lives powered by something they never thought to own.

F-35 Lightning II jets approach Nellis Air Force Base during Red Flag 25-1 exercises as the Las Vegas Sphere displays a smiling emoji face, January 2025.