What will become important in the AI era is not AI itself, but rather how experienced individuals utilize AI.

AI will rapidly commoditize information organization, analysis, translation, document creation, market research, and quantitative analysis.

However, the more AI becomes widespread, the more important human experience and perspective become — particularly the ability to determine what truly matters.

Especially in investment and management decisions, what creates a significant difference in long-term judgment accuracy is not simply the amount of knowledge one possesses, but whether one has actually experienced:

・speculative market euphoria

・market collapses

・credit contractions

・reversals in capital markets

・overvaluation

・failing entrepreneurs

・resilient entrepreneurs

AI can organize information. However, recognizing which information feels wrong, where excessive overheating exists, which founders possess obsession and long-term durability, and which structures contain underlying flaws — these are all formed through long-term practical experience.

I personally experienced, from within the center of events, both the internet and IT bubble era around 2000, and the collapse that followed.

In addition, I have experienced over the long term:

・the market turmoil following the September 11 attacks in 2001

・the 2008–2009 global financial crisis

・the rapid expansion of global capital markets

・the growth and transformation of the Chinese economy

・the development of VC / PE / Hedge Fund markets

・changes in cross-border investment environments

Rather than relying on theory or short-term trends, I have continued to observe long-term capital, management, and market structures through both periods of euphoria and collapse.

The AI era is not a competition of AI itself, but a competition of how experienced individuals utilize AI.