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【重要】twitterでの発言は個人の意見であり、所属団体の意見を代表したものではありません ｴﾝｼﾞﾆｱです ks140th-kpc→uts1-33,RoboTech→eeic2014→akg→大手通信→ベンチャー→Microsoft 技術はAzure、PythonたまにC++あたり。 株、美味しいものが好き

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@sstn_tkg あざす。また誘ってくれぇ

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@sstn_tkg すまぬ子どもを風呂に入れないといけないのじゃ

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こういうわけのわからない人間に東大の現代文を採点されてた可能性があると考えると腹立たしいことこの上ないわね

[本田由紀 @hahaguma]

X（旧ツイッター）への投稿に関する解説　1/2

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電気電子が減って電子情報増えとるなぁ

[【公式】旺文社 大学受験パスナビ @passnavi_staff]

ちなみに価値創造学部の学部新設に伴い、各学部の定員が増減が発生していますのでご注意ください。

引用元はこちらになります。

https://t.co/GuaGiVLjte

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ローカルLLMの環境を導入するためにクラウドLLMが必要という話が

[ymn @dgx_elixir]

正直に言いますよ
お金かけてローカルLLM環境を作るより
Codexに月3000円かけた方がコスパ良いし実用的

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育休前最後の仕事を終え、子供と格闘する日々の始まり始まり～

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やっぱり今年がAGI元年なのでは？

[今井翔太 / Shota Imai @ImAI_Eruel]

ダリオはChatGPT登場直後に「AGIは2026年くらい」とし、今年の始めNVIDIA革ジャンが「もうAGIには到達している」とし、直近でイーロンとアルトマンが「我々はシンギュラリティの中にいる」と言っており、AI暴走も起きていることを踏まえると、2026年がAIで歴史的に特別な年なのは間違いなさそう

[E869120 @e869120]

[16:58] OpenAI が最後の E 問題を正解し、全問正解となりました。

制限時間の 7 時間のうち 6 時間を消費するギリギリの戦いでした。2026 年 7 月 9 日は、競技プログラミングにおける人類の叡智の限界を、わずかにではありますが明確に上回った、歴史的な日となりました。

[Soichi Matsuda | @mtzd3]

前の会社の投資家に、今さっき何の連絡も無しに、自宅に来られて、恐怖しかなかった。何なのこいつら。やっぱり代表者の自宅を登記簿に載せないといけないのは、なんとかして欲しい

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AIが生み出す価値の独占が良く無いのは間違いない。
かつてスタンダードオイルが独占禁止法で分割されてた結果石油が生み出す価値が人類全体に(独占禁止法制定以前よりも)うまく共有されたたように、今回もうまく共有されるはずだと信じてる

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

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@sstn_tkg まずは相手だな...

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@sstn_tkg 研究成果を活かしたギミックを期待

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@sstn_tkg ACアダプタに結婚指輪入れてプロポーズしろ！

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チコちゃん「ﾀｸﾁｬﾝ!」

[Citrini @citrini]

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

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高度な消費が資本主義を支えるのである一方、AIは電力と水しか消費しないから資本主義との相性は悪そう。AI時代は共産主義の方が相性が良かったりするんか？

[Bull Theory @BullTheoryio]

🚨 AI IS ABOUT TO TRIGGER THE BIGGEST ECONOMIC CRISIS SINCE 2008.

Not because AI is failing. But because AI is moving at a pace the traditional economy is not adjusting to fast enough.

This is what Citrini layed out in its research and here's everything you need to know about it.

White collar workers make up roughly half of US employment. But more importantly, the top 20% of income earners drive around 60%+ of total consumer spending in the US.

That means a relatively small group supports a very large part of:
• housing demand
• car purchases
• travel
• restaurants
• software subscriptions
• private school
• mortgage quality

Now AI coding tools are already reducing the cost of building software. Companies are renegotiating large SaaS contracts because internal teams using AI can now replicate core features faster and cheaper.

When companies cut 10-15% of staff, seat based software revenue drops automatically.

EARLY IMPACT: Margins improve because payroll drops.

SECOND IMPACT: High-income wages weaken.

THIRD IMPACT: Spending slows.

But machines produce output. Machines do not consume output. If a $180,000 product manager role is replaced by a $200/month AI tool, corporate profit rises but household income falls.

If this happens at scale, you get a loop:

AI improves → companies cut jobs → spending weakens → companies protect margins → buy more AI → cut more jobs.

Each step makes sense for one company. But across the whole economy, it shrinks the wage base that supports demand.

Now look at what just happened. After Claude announced its new Code Security AI update, cybersecurity stocks sold off sharply.

Why? Because investors immediately realized AI is now automating tasks inside cybersecurity itself, a sector that was considered protected from automation risk.

That is the displacement effect spreading beyond software into security, compliance, and enterprise defense roles. This is how the loop expands.

Now add credit.

US private credit has grown to over $2 trillion. Many deals in software and tech were priced assuming stable recurring revenue. If AI compresses pricing power, those revenue assumptions weaken.

If defaults rise, private credit funds, insurers, and pension holders face pressure.

Now look at housing. The US mortgage market is around $13 trillion. Mortgages are underwritten on stable income assumptions.

If high income job stability weakens, lenders tighten standards. If housing demand weakens while incomes are under pressure, prices soften.

That affects household wealth and confidence.

Now look at government revenue. The US government collects most of its money from payroll taxes and income taxes. If labor income shrinks while capital income rises, tax collection changes.

At the same time, displaced workers need support. That means higher spending and lower tax receipts at the same time.

This is different from 2008.
2008 was a financial system failure.
This would be a labor structure shift.
In past tech revolutions, new jobs replaced old jobs quickly.

The risk here is speed.

If AI replaces high-income cognitive roles faster than new high-income roles are created, spending drops before the system adapts.

This does not guarantee collapse. But it increases the risk of:

• weaker discretionary spending
• pricing pressure in software and services
• rising stress in private credit
• housing sensitivity in high-income cities
• fiscal deficits widening during a productivity boom

AI can be extremely productive and still create short-term economic instability. The system was built on scarce human intelligence.

If intelligence becomes cheap and widely available through machines, the value of human labor changes. Markets will reprice that shift.

If you want to track whether this risk is building, watch simple data:

• white collar job openings
• wage growth in high-income sectors
• enterprise software renewal pricing
• private credit default rates
• housing delinquencies in tech-heavy metros
• payroll tax receipts

If those weaken while AI capability keeps accelerating, the displacement scenario becomes real.

The risk is not AI failing.
The risk is AI working faster than institutions can adjust.

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200万円から700万円くらいで、2022年の未婚率がちょうど100万円下台の15年前の未婚率と同じくらいって感じなので、インフレの影響が出たりしてるのかね

[すもも @sumomodane]

2007→2022の15年で起きたこと。
「未婚率が上がったのは、ほぼ低収入の男性だけ」。

[Hirosato Gamo | AI Cloud Solution Architect @hiro_gamo]

Gemini 3.0…競合だが、宇宙海賊ゴー☆ジャス新ネタづくりベンチマークをクリアだと…。これは認めざるを得ない…。

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東大ABUロボコン優勝めでたい