向畑憲良 /makeshop社長CEO

GMOメイクショップ、ジグザグ、GMOグローバルECによる共催セミナーを開催🌏 海外への販路拡大は、多くのショップ様が直面する大きなステップです。 セミナーでは、3社が培ってきたノウハウと最新の支援策を凝縮してお伝えします。 越境ECの壁を一緒に突破しましょう！

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

これからの経営資源の配分は「人」だけじゃない。「トークン」だ。 全社のAI使用量を見ると、使い倒す人とほぼ使わない人にくっきり分かれる。人的リソースのアロケーションがタレントマネジメントなら、トークンアロケーションが次の経営になる。

マジやば。全社でAI課金額が500万円／月！！！超えるようになってこのペースだと1,000万円／月越すのも遠くないかも！！ いよいよトークンマネージメントが喫緊の課題になって来た。 まずは自作の業務システムのリファクタリングを行ってみた。 これで何かを修正・追加するたびのトークン消費量が下がるだけじゃなく、「探す時間」「バグる確率」が下がるだろう。

簡単すぎました。 今後もClaude Codeで、できればAIならではの要素があるツールを作っていきたいです

マネジメントは「人を通じて成果を出すこと」であって「人を使って成果を出す」じゃないんですよ。 当たり前なことです。 でもこの違いがわかると、メンバーとの関係性は確実に変わり始めます。 少しのマインドセットでも組織作りは大きく変わりますね。

Anthropicが公開している「創業者向けプレイブック」で、「コード生成が容易なため、誰も欲しがらないものを爆速で作ってしまうリスク」を指摘していて、対策としてAIを「悪魔の代弁者」として使ってアイデアの前提や市場性を厳しくテストしろよ、と説いてる。 クソみたいなアイデアの開発で無駄にGPU食うなよ、ということか。