ryopenguin | ryo kaneoka

Head of AI、AI product manager @ SmartHR
SmartHRでいっぱいAIやってる

[ryopenguin | ryo kaneoka @ryopenguin]

エントランスブックメンテしてたら発信も仲間も増えたことがわかり私は嬉しいよ。SmartHRのAIチーム、最高に面白いのでぜひ！
https://t.co/KcTvvWVHeB

[ryopenguin | ryo kaneoka @ryopenguin]

今年はついに発表も！

人工知能学会全国大会（第40回）にシルバースポンサーとして協賛、研究発表を行いました！ - SmartHR Tech Blog https://t.co/F3rhbQ6WRK

[Tommy @Shaughnessy119]

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening

- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs

- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval

- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect

- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API

I shared more on this here: https://t.co/iZrqrCAIRW

- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)

- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.

More on open source inference provider raises here: https://t.co/7kf56P44yQ

- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th

- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free

- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models

- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months

- So go forward, what happens?

- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)

- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%

- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)

- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses

- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more

- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

[ryopenguin | ryo kaneoka @ryopenguin]

子どもできてセーブしていたがこんなん読んだらMagicまたやりたくなってしまう。すごくいいインタビューだった
https://t.co/izBFbpSh5l

[林 雄司 @yaginome]

AIの漢字TシャツにGeminiの星があったら私もAI生成画像に見えるんじゃないですかね

[今井翔太 / Shota Imai@えるエル @ImAI_Eruel]

最先端のモデルを使った生成AI関連の大規模事業で営業黒字が出ることがあるのかと、割と本気で驚いています。
とてつもない計算資源をぶん回しながらフロンティアモデルの研究開発と一般向け事業をやるモデルで営業黒字が出るのは多分初の事例で、いわゆる「AIバブル」懸念も和らぎそう。

[ryopenguin | ryo kaneoka @ryopenguin]

これ、デモ見て痺れました

[株式会社SmartHR @SmartHR_jp]

【プレスリリース】
SmartHR、AIを活用しAPI非対応サービスのアカウント情報を取得・可視化する「ブラウザ自動操作」機能を提供

手作業による更新漏れを防ぎ、セキュアなID管理体制を構築。先行導入で最大90%の工数削減を実現✨

詳細はプレスリリースをご覧ください💁
https://t.co/4MxAyI1NE3

[ryopenguin | ryo kaneoka @ryopenguin]

@yuki82511988 おめでとう！！

[ryopenguin | ryo kaneoka @ryopenguin]

同僚がめちゃくちゃ素敵なアプリを作ってる。早速入れます（うちの娘、1歳9ヶ月だけどこんなふうに見えてたんだ〜〜〜〜〜ってなるとノスタルジーやばそう）

[Takuya Asako @taku_yeah]

我が子がもっと小さかったときに自分が欲しかった、"赤ちゃんの視界を体験するアプリ"をリリースしました🍼

月齢ごとの見え方を、iPhoneのカメラで瞬時にシミュレーション・撮影できます📷️
絵本の見え方をシミュレーションしたり、世界の見え方を追体験したり、子の視界を体験してみてください🙏

[ryopenguin | ryo kaneoka @ryopenguin]

友達と遊びに行く移動中にNotionAIでdesigndocを作り、Codexにタスク分割と実行を依頼し、成果物を楽しみに待つ。AIとの働き方、非同期/並列/ポータブルになると思っている。

[Kohei Fukada @koheifukada]

https://t.co/ZyT2XWCaMu

[ryopenguin | ryo kaneoka @ryopenguin]

これは、おもしろい…

[ryopenguin | ryo kaneoka @ryopenguin]

わ〜い。プレゼン動画も出てるので見てみて〜

[株式会社SmartHR @SmartHR_jp]

＼記事掲載のお知らせ📣／

SmartHRのHead of AI 金岡@ryopenguinが登壇した
Google Cloud主催「第5回生成AI事例アワード」
の当日レポートがアスキーで掲載

30万人の年末調整を支え、7.2万時間を削減したマルチモーダルOCRの実装の詳細をお話しています。ぜひご覧ください💁https://t.co/vtTU1pZ8qZ

[ryopenguin | ryo kaneoka @ryopenguin]

先日の登壇をレポートしていただきました✌️

7万2000時間削減の衝撃！　SmartHRが取り組んだ「撮るだけ入力」が年末調整を変える https://t.co/LWJxrYJo7x @weeklyasciiより

[閑歳 孝子 @kansai_takako]

https://t.co/iqkEONEgMZ

[ryopenguin | ryo kaneoka @ryopenguin]

My new gear...

[ryopenguin | ryo kaneoka @ryopenguin]

Notion AI x Opus 4.6が楽しすぎるので自分のアカウントでも契約しました。

[kubotaka @kubornetes]

弊社メンバーの論文にも注目していただけて嬉しいです💡
#NLP2026
https://t.co/XvJgv0FvsO

[ryopenguin | ryo kaneoka @ryopenguin]

1Qは登壇マラソンをしていたのだが4本で着地かな

[Findy Tools ファインディ【公式】 @findy_tools]

【 3/25開催 オフライン】
SaaSへのAI機能実装のリアル🔍

LayerX・SmartHR・はてなが登壇！
PoCから本番提供への壁をどう乗り越えたか。
品質・安全性・運用コストの判断軸を実例から学べます。

▼詳細と参加登録はこちら✨
https://t.co/Qyof9VISqa

[ryopenguin | ryo kaneoka @ryopenguin]

uvの開発元…！？

[OpenAI Newsroom @OpenAINewsroom]

We've reached an agreement to acquire Astral.

After we close, OpenAI plans for @astral_sh to join our Codex team, with a continued focus on building great tools and advancing the shared mission of making developers more productive.

https://t.co/V0rDo0G8h9