Hebbiaの創業者でありCEOであるGeorge Sivulkaが最近LinkedInに投稿した記事ですが、AX転換においてはFast followerである代表者や、各企業にAX転換をリードしている方が見るべき内容であるため、主要な内容をまとめて共有します。
記事のタイトルは「Man vs. Token」で、最初の文から挑発的です。「歴史上初めて、人間がソフトウェアよりも安くなった。」
AIが人間の仕事を代替するだろうと言われましたが、現実は正反対です。上位1%の企業で従業員1人当たりのAIコストが現在の速度（月14.1%増加）で増加すると、すぐにソフトウェアエンジニアの年俸（$192K）は
The author says clearly. No one has been able to operate AI stably yet. Silicon Valley is so convinced of this failure that it is betting on 'AI native startups (Neofam)' instead of existing companies, but the author thinks differently. Rather, the author believes that companies that have achieved AI transformation will grow 10 times more than any startup. This is because when one thing is introduced, 10 new uses come with it (Jevons paradox), so transformation is not a one-time project, but a continuous task. The author cites Palantir as an example. If judged by SaaS standards, it should have gone bankrupt by now, but Palantir has sold not software, but 'transformation' itself, and its stock price has risen by 79% since the launch of ChatGPT (while SaaS stocks have fallen by 2.9% over the same period). However, the meaning of transformation has also changed. It has become an task that goes beyond creating customized software, setting evaluation criteria, saving tokens, and understanding the business deeply enough to program it. The author concludes that incorporating each company's unique context into agents will be the biggest economic challenge over the next 10 years.
The final message is