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Mixtape #001｜AIの借金、油の火、そして歴史のスクラッチ
［初出日未確認・表示日は移行日］ The governing rhythm of this week was the rising cost of trust. US inflation accelerated, lifting the expected cost of money. CoreWeave then became the weakest speak
English
Research from Tokyo on Japanese industry, semiconductors, AI infrastructure and capital markets.
News Cutting Room
Deep Cut 005｜悟りにはまだ届かぬが、しかしその寺は建った｜Anthropic、AIの戒律と2兆ドルの夢｜The Monastery Before Enlightenment: Anthropic, Constitutional AI and the $2 Trillion Vision
［初出日未確認・表示日は移行日］ The Monastery Before Enlightenment Anthropic was founded in 2021 by former OpenAI leaders including Dario and Daniela Amodei. It builds the Claude family of frontier
ETF Research
ETF Conference Research｜Full English Analysis
［初出日未確認・表示日は移行日］ Portfolio Rules Before Headline Yield Research notes from the Rakuten Securities ETF Conference on 2026-10-10, organized on 2026-10-12. This is an independent analys
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Column 003｜王は忘れない｜トランプ語録と「言葉を政策に変える力」
［初出日未確認・表示日は移行日］ The Nobel grievance On October 9, 2026, Donald Trump responded to the Nobel Peace Prize decision by calling it a disgrace and an “indelible stain” on Norway. He dism
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Mixtape #002｜未来は電気を食い、請求書は人間に届く
［初出日未確認・表示日は移行日］ MIXTAPE #002 — The Future Runs on Electricity. The Bill Arrives in Human Hands. English liner notes · An abridged companion to the Japanese long mix below. Friday ni
紳士淑女録
紳士淑女録 #002｜陽和ななみ——自立を学ぶ、相場を読む
［初出日未確認・表示日は移行日］ I heard Nanami Hiwa speak at ETF SUMMIT 2026 at the Tokyo Stock Exchange on 30 October. I was in the front row, directly in front of her. From that seat, her presenc