International investor Kido Jiro (木戸次郎) says the era of focusing solely on AI-related stocks is over, describing the AI revolution as a historic turning point that will change the structure of capitalism across society, rather than AI itself. He explains that we should take a fresh look at the types of companies that will drive growth in the age of AI.
Against the backdrop of the emergence of generative AI, funds are flowing into AI-related stocks. Kido Jiro (木戸次郎), an international investor who has followed the market for more than 35 years, believes that focusing on these stocks alone fails to reveal the underlying reality. Rather than viewing the AI revolution as merely a technological innovation, he describes it as a “historic turning point” that will fundamentally reshape the profit structures and competitive dynamics of industries.
The new perspective he advocates is based on the recognition that AI could do more than transform specific industries: it could also rewrite the rules of capitalism itself. He also introduces the concept of “AIX,” in which AI is applied broadly and in combination with other fields, explaining that combining AI with finance, healthcare, education, manufacturing and every other sector will create new value.
Under this approach, the key perspective for future equity investment will shift away from the conventional selection of AI-related stocks. Investors will instead need to assess the growth potential of the bigger picture created by combining AI with industry. In an interview article on Shueisha Online, Kido Jiro (木戸次郎) provides a detailed account of a new investment perspective that views AI as a historic turning point.
The article presents a “new perspective” for gaining a deeper understanding of the essence of the AI revolution. It concludes that, for future investment decisions, it will be important to understand not only advances in AI technology but also changes to the structure of capitalism across society and to industrial structures.