Risk That Advances in Generative AI Will Replace Existing Services
First written in FY2025. 1 of 2 entries say "Materialised", first in 2026-08-21. Latest entry: 2026-08-21.
Lib Work moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- 2026-08-21MaterialisedManagement Planning
「The rapid evolution of generative AI has significantly changed the competitive environment for plan proposals and CG generation. The resulting difficulty in differentiating through individual functions alone was the main factor behind the shortfall in both net sales and operating profit versus plan.」
The company explained that the risk of existing services being replaced by generative AI had materialized, with the difficulty of differentiating through individual functions cited as a factor behind the failure to meet plan. - FY2025First statedAnnual report
「Generative AI technology has advanced rapidly in recent years. This could reduce demand and weaken the group's competitive advantage if generative AI replaces services that the group has traditionally provided independently.」
The company disclosed as a new business risk the possibility that advances in generative AI could replace services it has provided independently, reducing demand and its competitive advantage.