Hello, this is Nakata Atsuhiko.
Let's get right into the lecture!
Extreme modern society.
Episode 'The companies to conquer the year 2025!'
We are back with 'I want to know!'
2025, that is five years later.
If we don't know beforehand what will happen in these five years,
It is hard to decide on how to act.
2015, which was five years ago.
Who thought that Nakata will become a Youtuber?
I did not even imagine, 2015 is still before the popularity of 'PERFECT HUMAN)'.
This is when I was right about to form 'RADIO FISH'.
I never thought even a little bit that I would become a Youtuber.
And in five years, the world changes.
And so the five years ahead.
If we know the next five years, there is nothing to be afraid of,
And since we know the future, we can move according to it.
So it is like a cheat state.
Sometimes, the ability to make full use of one's ability is the most normal yet the strongest.
And today, we are going to receive those abilities.
So what is Nakata reading?
Let me introduce this book.
' Destructive Companies that will rule over 2025'
It says 'We cannot escape these 11 companies!'
They say that there are 11 companies.
And this is the most interesting thing about the author.
Everyone, if we ask about the companies that we cannot escape,
We can approximately think of four right?
Google, Amazon, FaceBook, Apple, or what we call GAFA.
And everyone will answer with this GAFA.
But this author, says that is why it won't work.
Investors over the world are looking further ahead.
Thus, everyone knows that GAFA will take over the world.
But if you know that there are not only GAFA,
In five years, you can win.
The author says that they know it is not only GAFA.
So what does the author do?
They are an investor in venture capital.
Investors would have looked at different venture companies that are along with GAFA.
Because GAFA is enormous.
Whether it is parts that are lacking for themselves, or likely to be rivals,
And so because they have increasingly bought these venture companies like this, they have been able to keep their companies.
For a famous case, Google bought YouTube.
And they hit the jackpot right away right?
Facebook.
When it was becoming an image where it was a SNS that older people used,
They bought Instagram right away.
They supplemented their weaker genre.
They supplement, fortify, and strengthen, in order to get stronger.
And so they have built a standing like this.
What companies GAFA will buy,
Or buying is impossible, but finding where the innovative companies are,
Venture capital investors are always looking with this perspective.
Out of these, the ones that are very highlighted overseas,
But not well known to Japanese people, and the greatness isn't fathomable,
I want to introduce it properly to everyone.
And they say that these 11 companies will take over the world.
These 11 companies, are not GAFA, but also called FAANG.
As N is added, the order of the alphabet changed.
The N is FAANG is NetFlix. We talked about it in previous lessons right?
The company called NetFlix is taking over the world.
Japanese people think that Netflix is similar to Amazon Prime or Hulu,
And might think it is one of them.
But in the US there is only one NetFlix.
Amazon Video is just using it along with Amazon Prime's service.
But in video streaming, there is only one Netflix.
And so Netflix, which is just as strong, is added.
And they also say +m.
FAANG+m, what is this m?
It is Microsoft.
Microsoft was very popular back then.
There were big impressions left by Bill Gates.
They are already on its second, third CEO.
The third CEO revived the company and became the company that it is today.
They say that the second CEO made two critical mistake.
What is that?
It is because they did not go along with the Cloud period.
Thus, Microsoft is a company that sells software.
They sell Windows, an OS.
Even thought the Cloud period came, they did not go along with it.
As a plus, they were restrained by PCs and laptops.
When the victory of Windows was at their brightest,
They said that they will not put in Microsoft in smartphones.
They did not think about smartphones during that time.
They did not read the times where smartphones would be used more often than PCs.
But from then, subscription.
With a monthly fee, they provided various services and became popular again.
And since they are trying to provide more services,
FAANG+m, these are the 6 companies.
Where are the remaining Plus five?
Just by knowing these five companies,
You will have a gap with surrounding people.
Now let's distance that gap now!
Number one, it is Tesla.
Congratulations Tesla!
You are part of these five companies.
Tesla!
'Isn't it that electrical car?' 'It's the electric car that celebs ride.'
If you thought that, that is a big mistake.
Tesla.
In Japan,
They aren't selling as well.
But in Japan, they are selling immensely.
When I was doing the YouTube college location special, I went to the US.
And I was surprised to see a lot of Teslas.
In Japan, you rarely see them right?
And you see it so rarely you might think 'A rich person is riding that~'
But in the US, Tesla, Tesla, Tesla, Tesla.
Majority of the parking lots are filled with Teslas.
It is a great deal.
And this Tesla.
If you think it is a company where they make electrical cars, you are very mistaken.
Here.
What Tesla is trying to do in the future is transportation revolution.
In this book, they say that Tesla is trying to provide Robot taxis.
They are trying to raise a very unusual revolution.
This robot taxi, in conclusion is a automated driving taxi.
You can see what it is right?
What would happen when this is distributed?
Truthfully.
Right now, share rides.
In Japan, ride sharing apps are more popular.
There are people who are familiar with Uber from UberEats.
Share ride services such as Uber or Grab,
They having been increasingly distributed.
It is a service where an amateur driver drives.
If you tell them where to take you, the amateur driver takes you.
In Japan, UberEats delivers in the opposite way.
And these services have been taking over.
The majority of fees from this service are labor costs.
And if no one rides,
They are going to put the remaining cars to automatic driving.
And what would happen?
It would become cheap.
Even in the day where a robot taxi is functioning.
Everyone thinks that taxis are more expensive than the subway right?
You might think Taxis are for rich people.
Or that a business man rides it using company funds.
You might think, 'Let's just ride the subway…'
It is wrong.
A taxi that is cheaper than the subway will become reality.
If you call it from the app, the automated mobility comes.
You ride, and get off, and there is no need to pay.
The payment is done through the app and the receipt is created in the app.
That is already been provided in rideshare apps.
But as this becomes unmanned,
Is it even necessary to think for the price becoming cheaper.
If you imagine the price becoming cheaper,
There will be more people who will take robot taxis instead of the subway.
And what will happen then?
Right now, in this COVID situation, the need in not facing people will be met.
If the price is cheap and you don't need to face people, of course the robot taxi will win right?
For robot taxis to win rideshare apps like Uber, it is fine up to here.
For rideshare, you have to get in a car where you don't know who got in before you.
I see a future where robot taxi will take over rideshare.
It's interesting.
And one more interesting point about Tesla. They are trying to do 'Hyperloop'
It is amazing.
It is a linear motor car.
A linear motor car.
Linear means a train using magnets, and it is over 500km a hour.
You all never have gone 500km a hour on a car.
You will definitely die.
It is going 500km a hour.
But hyperloop is a new structure.
It creates a vacuum in the tube and it is a train that flies inside there.
It is 1000km a hour.
Over 100km a hour.
If this is made and founded, railroad companies are in big trouble.
If this is made and founded, railroad companies are in trouble.
It is not just a problem in the US.
If that is sold all over the world?
It would become a very destructive company.
Even if it might bulldoze over all the railroad companies in the country,
If adapting this structure raises productivity and the economy becomes better,
Of course they would choose this structure right?
And they say that they can apply it to cars.
They will build an exclusive road, exclusive tunnels.
And if they apply automated driving cars, they can go in very fast speeds.
Since it is manual driving and it is not an exclusive road.
There is somewhat of a limited speed.
But with automated driving and with a exclusive tunnel, cars can fly right on.
And they started first with the business called the Boring Company.
And they are trying to deliver it in a ridiculous speed.
And the average Japanese person might think 'Will electric cars be common?'.
'Will Tesla become distributed in Japan?'
And it is not 'will.'
Electric cars are going to sell well, and robot taxis will be supplied,
And it will take over what we call railway companies.
And it will take over rideshares.
And internationally, it can take over the subways like the bullet trains.
And with automated driving and high speed transportation, the format of highways will change.
Highways and bullet trains, and even formats of taxis.
Tesla has the possibility to change everything.
And so with just the recognition that they sell electric cars,
People are not predicting the future.
It's fun right? Elon Musk.
Yes, it is very amazing.
And next, it is Impossible Foods.
We talked about this is the previous Vegan lesson.
For vegans, thinking specifically
That they are people who just eat vegetables and have distinct likes and dislikes.
It was a content saying that that is not the case.
And right now, what we call vegan has winds of change in the business side.
The reason is because of things like climate change.
Or ethical problems concerning meat industry.
And it is a dietary life which can clear these two things.
And we said that it is very closely related to environmental problems.
And there are more regulations on companies that are harmful to the environment.
The game is changing.
We said that a lot.
And so, when they release a lot of CO2, 'Pay up, pay taxes.'
And say 'Pay surcharges.'
The stocks of companies that release a lot of CO2 will drop.
And so they have to buy rights to release CO2 in other places.
The profits of clean companies will go up.
And it was covered in here.
Bean replacement meat.
When we say bean replacement meat.
We see it sometimes in the market and wonder if it tastes good or not.
The flavor of bean replacement meats are getting better.
It is certain.
As there are more people who are curious about the flavor, the flavor usually improves.
And it is like that for other foods.
This Impossible Food is highly anticipated.
The market capitalization is getting higher.
For similar companies there is a company called Beyond Meat.
And their market capitalization is a whopping 1 trillion yen. (10 trillion won), it is ridiculous.
500 billion yen (5 trillion won), 1 trillion yen (10 trillion won). The world is becoming like this.
In the future, it will definitely change to this side.
And so if you say, 'Vegan? Um..' is not being informed.
It is wrong.
The tides of change that favor environmentally friendly companies means,
That this place will swallow and go forth during these times.
If it is like this.
Our lifestyles might change a bit.
There might be a time where we say, 'Back then, we ate meat..'
And so what business would be good to do?
For people in the food industry, wouldn't it be good to take these into account?
And next, this was the most interesting.
Out of these five companies, the one I focused the most is,
Robinhood.
What kind of company is Robinhood.
This
It is a service where you can do stock and share simply on the phone.
And the fees are zero.
In the industry, an unprecedented destructive company appeared.
You can buy it with the smartphone app.
Up until now, you had to buy stocks on the internet.
But if you try to buy stocks on the internet, a lot of the process is tiring.
You have to open your laptop and fill out various contracts and turn in an application.
And this is for people who thought these things to be tedious.
And for people who were concerned about fees, it is a service for them.
And the user interface is very elegant and easy to understand.
And just as if you were playing a game, you can buy stocks or trade.
And this had a very big impact.
Especially to other stock vendors and internet stocks.
They thought they can't just let this be.
And they had no choice but to gradually change their fees to zero.
It is a destructive app.
And this part is interesting, they save data on what stocks you buy and read the data.
'This stock will be on the rise, what do you think?'
'This person like the tech industry'
Or 'This person has an interest in the food industry, they must know well.'
'Out of the food industry these companies are on the rise, what do you think?'
And recommend it through this way.
It is a Netflix version of stocks.
And these things are happening.
And they say that there is no reason that these companies will not grow in Japan.
Isn't it fun?
To be wary of fees,
We talked about it often in video lessons about money.
The thing to never to do is going to a window of a major corporate stock company.
And you can become an uneducated customer.
And no matter, they always recommend active funds which have a high fee.
And even if operation performance is good, due to fees, there is no rise in profits.
It is because they bought it through a person.
An index fund is better,
Saying it is better automated, it is better to buy online,
It is ultimately focused on lowering fees.
It is wondering what the annual operation fee is per year.
1%,2%,5% 6%, it is all over the place.
The power of compound is scary, but when used well, it is powerful.
1% and 6% is a very big difference.
Due to fees, you might think that 6% can become 1% or not.
But in the meanwhile, zero fees.
I think that is incredible.
And number four, CrowdStrike
Congratulations!
I forgot to congratulate number two and three.
Yes, the company called CrowdStrike,
They have a service called AntiVirus soft.
It is a soft ware which installs Firewalls and blocks viruses.
There might be some people that think it is tedious to download and update it every time.
And there is the downside of purchasing it.
And with that software it was a question on whether the speed would improve.
And this software was actually a very old model.
Back then, there wasn't a feeling of feeling connected on the Internet.
When you had to connect, you had to connect like 'Beep~'
And you use it when you use it and you turn it off.
And ask 'How much is it a minute?'
And during this timeline, the solution was Anti Virus Soft.
And the company saw that this soft was behind the times quickly and searched.
And what they made was a method of checking from the inside of the cloud.
And so it is the Strike system which it is constantly connected to the cloud.
It fights back, and attacks.
It is a system where it strikes the virus.
This has been supplied greatly.
If you listen to it you agree with it, but something no one's thought of before.
It caught that uncomfortable point.
And this CrowdStrike is amazing.
It has the 1-10-60 System.
In one minutes, it detects, it investigates in 10 minutes, and seals it within 60 minutes.
With CrowdStrike, this is possible.
It's really fast right?
And since it is always activated, they say it will be a big hit.
But if someone doesn't tell you, you wouldn't know.
Whether CrowdStrike is doing well, we don't normally talk about these things with friends.
And now Shopify!
We talked about it recently in the Amazon lesson.
'The future that will become Amazonfied' That was the lesson.
And in the comments, there were a lot of comments asking to talk about Shopify.
I think a lot of different people are watching my videos.
The app called Shopify.
There are some news that it could make Amazon or Rakuten unstable.
It is coming out slowly, did you know?
And so, how different is Shopify and Amazon?
If I don't explain this part, you wouldn't know.
Shopify and Amazon seem like a similar service yet different.
Amazon sells products from various places.
For example, if you search gloves, there are many gloves from different companies.
But shopping malls made this.
You know shopping malls.
You go to a lot of places like AEON.
There are many stores that are launched there.
And you can think that the internet version of these shopping malls is Amazon.
And in order to launch their shops in these shopping malls,
Retailers pay a lot of fees to the shopping malls.
But the retailers have a concern.
It is the same for fashion brands that are in department stores.
When they launch their shop in shopping malls, the problems is that the fees are expensive.
And these days, places like Nike or Disney,
They stated that they will no longer sell items through Amazon.
And just when they were wondering what to do, Shopify arrived just in time.
Shopify is an independent E-commerce.
Since it is independent, they can launch a Nike store.
And it is a service where they made this process easier.
A famous different service in Japan called BASE is the same.
BASE is also independent.
When you search, the items do not come out all at once,
But they each make a shop site for their own.
And in this way, the service is established.
This method is good for companies where their brand image is already established.
Thus, it is more advantageous for brands with no name to rent a store in a shopping mall.
If we take examples of comedians who talk,
In a normal show, there is an order for them to appear on stage.
From the top, someone, and Wagyu comes out and Mickey comes out..
And in between, Oriental Radio squeezes in and comes out.
Or, they have a solo Oriental Radio live show.
And if they do a live show by themselves, only their fans show up,
But if it is a person who already has a lot of customers,
Not renting in a mall would be cheaper in fees right?
And this is where Shopify got their idea.
And now, places like Louis Vuitton, Disney, Nike are Anti Amazon.
And they are coming over to this side saying they won't pay fees.
And if later, places that have gotten popularity in Amazon
Have a greater possibility of coming out of there and coming here.
First they go into Amazon and as they gain popularity they go to Shopify.
And in this case, it cannot be good for Amazon.
And so we cannot let go of Shopify also. It is very interesting.
Now, these five companies.
It was a very diverse group.
Of course, these five companies are very great.
But don't forget that FAANG+m will be further expanded.
And imagining this is very fun to do.
In contrast to their image that they already have, they are branching towards other industries.
If we can estimate where they will branch out, this is very fun to do.
And the method of estimating this is knowing the executive's vision and mission.
First, Facebook.
Facebook's CEO, Mark Zuckerberg mission and vision is,
Communication between people.
They have a vision that is focused on connecting people.
And so they know that people want to be connected to each other.
And knowing for sure that there is a business chance to this.
And in assisting this, they had this as a vision where they knew it will be a successful business.
And so they made apps like the Facebook messenger app or apps like WhatsApp
That are used for communication.
It is the same for Instagram.
It is further expanding.
In branching out to services such as calling, payment, money transfer such as Libra,
It is an extension line from people being connected.
And it is very different, they do not do work.
They do work inside that mission.
And so when they estimate on how to expand within that mission, they become very strong.
It is written in this book.
In 2019, they started a service called Horizon.
It is a service where you create an Avatar and communicate.
And currently, various communication industries, such as Zoom, are growing rapidly.
It is written like this in the book.
They say that Facebook should have 'Bought Zoom pre-COVID stocks…'
But due to COVID, Zoom's stocks have explosively grown and now it is hard to buy.
But everyone wants Zoom's functions.
And any company out of FAANG+m
Is implied that there might be a chance in the future where they will totally buy out Zoom.
And communication and exchange.
Whether in Zoom or Avatars.
And just like this, communication methods will greatly change.
These avatar exchanges are separate from smooth communication from now.
And gives the feeling that you are right in this space.
And they do this by combining VR AR technology and wearable devices.
And this might be a middle point in feeling like you are actually together with that person.
And Libra.
Money exchange is already being done in companies like LINE.
Allowing money exchange is a really big thing.
Not only Facebook, but also Amazon is thinking about money exchange.
For Amazon
They are trying to reach out in loans and insurance.
It is like a promise, there might be such a thing like Amazon loan.
Just like Sony's property insurance, there will be an Amazon insurance.
Why is that?
Because they can earn data.
If you look at someone's Amazon purchase history.
You can tell what income and purchase they have.
And estimate their economic ability right?
Things like 'This person spends a lot, they buy a lot'
'They buy a lot, then I'm not going to lend to you~'
It might come to 'I'm not going to apply insurance~'
On the contrast, when it is a person that has credit, they will provide loans or insurance.
And if you see the flow of money,
They have a data on their credit.
Services like this become possible.
In China's Alibaba, they already have this in progress.
Things such as 'Zhima Credit' or 'Alipay'.
And they think in extension to data that they get from the companies.
And so Facebook, Amazon, and Alibaba, they think all the same.
It is this very one thing.
As they make money transaction smoother, they collect data.
And they are planning to branch out to the finance industry.
They are planning to enter either loans or insurance industry.
And one more interesting thing here, Amazon mansion.
What is Amazon mention?
You might say 'I've heard of other mansions but Amazon mansion?'
What we mean by Amazon Mansion is,
Real estate.
It might be hard for them to advance.
I'll give an example, if there is Amazon Mansion,
There are of course Amazon products inside this such as Amazon Echo and Alexa.
There is a screen where Amazon's Fire TV is plugged in
And there are various Amazon products everywhere.
What do they want to do with this?
There are of course smart appliances in there.
If we talk to Alexa
We can turn off the lights, or raise or lower the temperature.
We can hear about the weather, or other various informations.
And due to this, they take all the data.
They take all the data from the living environment.
Thus, with the plus and minus from the data, they discount the rent.
It is an apartment where they say 'In exchange for cheap rent, give us data'
Isn't that amazing?
It doesn't really connect with me yet..
I think it would be like living while being under surveillance.
It seems as if you entered a really dangerous apartment.
But this is becoming more of the norm.
But what is better?
In everyday life, we are sending data to Amazon.
We search on Amazon, and it is easier to talk to Alexa.
'Just by taking data they will discount rent? It wouldn't be too bad..'
'Should I try living there?'
There is no actual loss, they do not do actions where they invade your privacy.
But the big data is once connected to the support of the customer.
And if Amazon can have a great win, Amazon Mansion would be a big hit.
One more, in this book, not to lose to Amazon Mansion
They introduced that there might be a thing such as Apple Hotel.
What kind of Hotel is an Apple hotel?
First, the design is very cool.
It feels as if Apple made it.
There is a place where you put your Iphone in the room, and if you put the Iphone on top of it.
It is customized to set the lights or music to the one that the person likes the best.
It is customizable.
With their personal data, everything is predicted.
And even if they don't set it one by one, this service customizes the setting for you
Through this thing called an Apple hotel.
By combining things such as design power, brand influence and customized music or videos
They are trying to go from software to hardware.
It is like this.
No one thought that Amazon would make a convenience store.
That is Amazon Go.
Why would a Internet company put out a physical store?
Because if you have an actual shop, you can earn more data.
And Apple and Amazon are doing this.
And Apple and Amazon are doing this.
And it is very closely related to Wearable Devices.
Apple Glass and Apple Airpods.
Right now, the thing that Apple is putting immense effort is trying to take over the five senses.
Taking over the five senses.
Recently, Airpods are made so that you can continuously be worn.
When you wear Airpods tightly, the surrounding noise is cancelled and you might say 'What? I should take out the Airpods!'
But they put on microphones that detect outside noises.
And if you wear the recent models of Airpods, you can hear outside noises.
I'm actually using this also.
If you press it like this, you can stop outside noises or hear it.
They have microphones on it.
And this is nothing but a process.
For people who are saying 'Yes, I can hear outside noises~ I'll just walk like this~'
You aren't understanding yet.
Why did they try so hard to put a function like this?
It is because they wish for you to continuously have it on.
It is because Apple wants you to continuously have it on.
Airpods will be the default of humanity.
They want to make us into life forms that have Airpods on.
They are continuously wearing it.
What do we need now? Charging.
But if wireless charging is available?
We can't take it off.
A future like this is waiting for us.
Apple Glass is very light and they keep on repeating data.
And if it is a design that is well wearable?
And it is wireless?
Humanity will become a life form where wearing Airpods and Apple Glass is a default.
And if this future comes, Apple Hotel will definitely be pleasant.
If you enter in a state where you wear Airpods and Apple Glass, everything will be pleasant.
They are trying to make a hotel where a pleasant state is default, and even recommend things to you.
It's interesting right?
And when it is that state, we have to think about what things we can do.
And Netflix.
You have to imagine what will happen when Netflix's recommendation function is further upgraded.
What is so amazing about Netflix, is that the screen changes.
The thumbnail changes.
When they notice that a certain person likes a certain actor,
Even if a show has the actor as a side character,
They put the actor on the center and appeal that this actor is on it.
For children, they only show the character's faces.
And depending on who is the user they change the screen several times.
And Netflix does this by changing the recommendation screen.
And the next estimated thing is multi endings.
When they predict that a certain person likes a certain genre of story,
For instance, they like happy endings, or they like violent things and they predict it.
In one show, this person likes violence so they add violence.
And for instance, in season two of 'The Naked director'
The end can end very messily,
Or it can end in where the female actress hugs the lead.
And through the multi ending, they can further elevate the satisfaction of the customer.
How is this possible? Because it is an original content.
Since it is a Netflix original, they can make multi endings beforehand.
And if they make five patterns which are popular ending patterns, everyone will like it.
And they make stuff that other media contents cannot make.
It's interesting.
And Google.
Google in one words is a search engine.
But with the power of Google Map data.
It is promised that they can also appear as a robot taxi along with Tesla.
By buying out a company called Waymo
They are putting quite the effort on mobility.
They cruised around the world with Google Maps.
And the data that comes along with it and robot taxi.
Would Tesla be faster, or Google?
Robot taxi, this is also very focused on.
And one more, they are going to a dimension where they aren't searching anymore.
Even before Google says 'I'll Google this!' They block it before it is searched.
'You are going to Google this? I'm not going to let you~'
'I saw you Google stuff like this everyday'
And they will prevent Googling just like this.
It is an immense transformation.
They won't let you Google it anymore, because they've seen you Google things before.
'I know~ I saw that you've been Googling restaurants every Sunday'
'You're going near here right? Because you like the area around this station.'
'You usually go to restaurants in Ginza.'
Things like 'Go here, it will be good here.'
They are trying to go to a world 'Before Searching'.
It is beyond our imaginations.
Geniuses like this are living in such a world
And venture capitals see it before hand and catches it.
And feel as if these companies will grow.
And they can see what companies to buy in order to branch out to a certain industry.
Thus, FAANG+m wants to do something.
And there is a venture that is a perfect fit for that industry?
They can see whether or not to buy it.
And so judging whether the company's worth is going to go up, or grow
They can invest based on that.
And so information is a weapon.
Data is the oil of the 21st century, it is a resource.
And so knowing information is important.
[Next episode- Essential skills to live boldly in the year 2025]
'Don't reply on companies and become independent and have ideas'
'Become a structural hole and survive by gathering information!'
The skills that this person tells us that we need.
First is English.
First is English.
Suddenly English.
'Ah~'
English, which a lot of Japanese people can't do.
Web community, PROGRESS.
[Nakata Atsuhiko Online salon PROGRESS, 3700 members, 980 yen a month]
[Youtube University Watch]
[Introduction (Member self introduction)]
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A person can become anything, anytime.
Next is you.
Let's get right into the lecture!
Extreme modern society.
Episode 'The companies to conquer the year 2025!'
We are back with 'I want to know!'
2025, that is five years later.
If we don't know beforehand what will happen in these five years,
It is hard to decide on how to act.
2015, which was five years ago.
Who thought that Nakata will become a Youtuber?
I did not even imagine, 2015 is still before the popularity of 'PERFECT HUMAN)'.
This is when I was right about to form 'RADIO FISH'.
I never thought even a little bit that I would become a Youtuber.
And in five years, the world changes.
And so the five years ahead.
If we know the next five years, there is nothing to be afraid of,
And since we know the future, we can move according to it.
So it is like a cheat state.
Sometimes, the ability to make full use of one's ability is the most normal yet the strongest.
And today, we are going to receive those abilities.
So what is Nakata reading?
Let me introduce this book.
' Destructive Companies that will rule over 2025'
It says 'We cannot escape these 11 companies!'
They say that there are 11 companies.
And this is the most interesting thing about the author.
Everyone, if we ask about the companies that we cannot escape,
We can approximately think of four right?
Google, Amazon, FaceBook, Apple, or what we call GAFA.
And everyone will answer with this GAFA.
But this author, says that is why it won't work.
Investors over the world are looking further ahead.
Thus, everyone knows that GAFA will take over the world.
But if you know that there are not only GAFA,
In five years, you can win.
The author says that they know it is not only GAFA.
So what does the author do?
They are an investor in venture capital.
Investors would have looked at different venture companies that are along with GAFA.
Because GAFA is enormous.
Whether it is parts that are lacking for themselves, or likely to be rivals,
And so because they have increasingly bought these venture companies like this, they have been able to keep their companies.
For a famous case, Google bought YouTube.
And they hit the jackpot right away right?
Facebook.
When it was becoming an image where it was a SNS that older people used,
They bought Instagram right away.
They supplemented their weaker genre.
They supplement, fortify, and strengthen, in order to get stronger.
And so they have built a standing like this.
What companies GAFA will buy,
Or buying is impossible, but finding where the innovative companies are,
Venture capital investors are always looking with this perspective.
Out of these, the ones that are very highlighted overseas,
But not well known to Japanese people, and the greatness isn't fathomable,
I want to introduce it properly to everyone.
And they say that these 11 companies will take over the world.
These 11 companies, are not GAFA, but also called FAANG.
As N is added, the order of the alphabet changed.
The N is FAANG is NetFlix. We talked about it in previous lessons right?
The company called NetFlix is taking over the world.
Japanese people think that Netflix is similar to Amazon Prime or Hulu,
And might think it is one of them.
But in the US there is only one NetFlix.
Amazon Video is just using it along with Amazon Prime's service.
But in video streaming, there is only one Netflix.
And so Netflix, which is just as strong, is added.
And they also say +m.
FAANG+m, what is this m?
It is Microsoft.
Microsoft was very popular back then.
There were big impressions left by Bill Gates.
They are already on its second, third CEO.
The third CEO revived the company and became the company that it is today.
They say that the second CEO made two critical mistake.
What is that?
It is because they did not go along with the Cloud period.
Thus, Microsoft is a company that sells software.
They sell Windows, an OS.
Even thought the Cloud period came, they did not go along with it.
As a plus, they were restrained by PCs and laptops.
When the victory of Windows was at their brightest,
They said that they will not put in Microsoft in smartphones.
They did not think about smartphones during that time.
They did not read the times where smartphones would be used more often than PCs.
But from then, subscription.
With a monthly fee, they provided various services and became popular again.
And since they are trying to provide more services,
FAANG+m, these are the 6 companies.
Where are the remaining Plus five?
Just by knowing these five companies,
You will have a gap with surrounding people.
Now let's distance that gap now!
Number one, it is Tesla.
Congratulations Tesla!
You are part of these five companies.
Tesla!
'Isn't it that electrical car?' 'It's the electric car that celebs ride.'
If you thought that, that is a big mistake.
Tesla.
In Japan,
They aren't selling as well.
But in Japan, they are selling immensely.
When I was doing the YouTube college location special, I went to the US.
And I was surprised to see a lot of Teslas.
In Japan, you rarely see them right?
And you see it so rarely you might think 'A rich person is riding that~'
But in the US, Tesla, Tesla, Tesla, Tesla.
Majority of the parking lots are filled with Teslas.
It is a great deal.
And this Tesla.
If you think it is a company where they make electrical cars, you are very mistaken.
Here.
What Tesla is trying to do in the future is transportation revolution.
In this book, they say that Tesla is trying to provide Robot taxis.
They are trying to raise a very unusual revolution.
This robot taxi, in conclusion is a automated driving taxi.
You can see what it is right?
What would happen when this is distributed?
Truthfully.
Right now, share rides.
In Japan, ride sharing apps are more popular.
There are people who are familiar with Uber from UberEats.
Share ride services such as Uber or Grab,
They having been increasingly distributed.
It is a service where an amateur driver drives.
If you tell them where to take you, the amateur driver takes you.
In Japan, UberEats delivers in the opposite way.
And these services have been taking over.
The majority of fees from this service are labor costs.
And if no one rides,
They are going to put the remaining cars to automatic driving.
And what would happen?
It would become cheap.
Even in the day where a robot taxi is functioning.
Everyone thinks that taxis are more expensive than the subway right?
You might think Taxis are for rich people.
Or that a business man rides it using company funds.
You might think, 'Let's just ride the subway…'
It is wrong.
A taxi that is cheaper than the subway will become reality.
If you call it from the app, the automated mobility comes.
You ride, and get off, and there is no need to pay.
The payment is done through the app and the receipt is created in the app.
That is already been provided in rideshare apps.
But as this becomes unmanned,
Is it even necessary to think for the price becoming cheaper.
If you imagine the price becoming cheaper,
There will be more people who will take robot taxis instead of the subway.
And what will happen then?
Right now, in this COVID situation, the need in not facing people will be met.
If the price is cheap and you don't need to face people, of course the robot taxi will win right?
For robot taxis to win rideshare apps like Uber, it is fine up to here.
For rideshare, you have to get in a car where you don't know who got in before you.
I see a future where robot taxi will take over rideshare.
It's interesting.
And one more interesting point about Tesla. They are trying to do 'Hyperloop'
It is amazing.
It is a linear motor car.
A linear motor car.
Linear means a train using magnets, and it is over 500km a hour.
You all never have gone 500km a hour on a car.
You will definitely die.
It is going 500km a hour.
But hyperloop is a new structure.
It creates a vacuum in the tube and it is a train that flies inside there.
It is 1000km a hour.
Over 100km a hour.
If this is made and founded, railroad companies are in big trouble.
If this is made and founded, railroad companies are in trouble.
It is not just a problem in the US.
If that is sold all over the world?
It would become a very destructive company.
Even if it might bulldoze over all the railroad companies in the country,
If adapting this structure raises productivity and the economy becomes better,
Of course they would choose this structure right?
And they say that they can apply it to cars.
They will build an exclusive road, exclusive tunnels.
And if they apply automated driving cars, they can go in very fast speeds.
Since it is manual driving and it is not an exclusive road.
There is somewhat of a limited speed.
But with automated driving and with a exclusive tunnel, cars can fly right on.
And they started first with the business called the Boring Company.
And they are trying to deliver it in a ridiculous speed.
And the average Japanese person might think 'Will electric cars be common?'.
'Will Tesla become distributed in Japan?'
And it is not 'will.'
Electric cars are going to sell well, and robot taxis will be supplied,
And it will take over what we call railway companies.
And it will take over rideshares.
And internationally, it can take over the subways like the bullet trains.
And with automated driving and high speed transportation, the format of highways will change.
Highways and bullet trains, and even formats of taxis.
Tesla has the possibility to change everything.
And so with just the recognition that they sell electric cars,
People are not predicting the future.
It's fun right? Elon Musk.
Yes, it is very amazing.
And next, it is Impossible Foods.
We talked about this is the previous Vegan lesson.
For vegans, thinking specifically
That they are people who just eat vegetables and have distinct likes and dislikes.
It was a content saying that that is not the case.
And right now, what we call vegan has winds of change in the business side.
The reason is because of things like climate change.
Or ethical problems concerning meat industry.
And it is a dietary life which can clear these two things.
And we said that it is very closely related to environmental problems.
And there are more regulations on companies that are harmful to the environment.
The game is changing.
We said that a lot.
And so, when they release a lot of CO2, 'Pay up, pay taxes.'
And say 'Pay surcharges.'
The stocks of companies that release a lot of CO2 will drop.
And so they have to buy rights to release CO2 in other places.
The profits of clean companies will go up.
And it was covered in here.
Bean replacement meat.
When we say bean replacement meat.
We see it sometimes in the market and wonder if it tastes good or not.
The flavor of bean replacement meats are getting better.
It is certain.
As there are more people who are curious about the flavor, the flavor usually improves.
And it is like that for other foods.
This Impossible Food is highly anticipated.
The market capitalization is getting higher.
For similar companies there is a company called Beyond Meat.
And their market capitalization is a whopping 1 trillion yen. (10 trillion won), it is ridiculous.
500 billion yen (5 trillion won), 1 trillion yen (10 trillion won). The world is becoming like this.
In the future, it will definitely change to this side.
And so if you say, 'Vegan? Um..' is not being informed.
It is wrong.
The tides of change that favor environmentally friendly companies means,
That this place will swallow and go forth during these times.
If it is like this.
Our lifestyles might change a bit.
There might be a time where we say, 'Back then, we ate meat..'
And so what business would be good to do?
For people in the food industry, wouldn't it be good to take these into account?
And next, this was the most interesting.
Out of these five companies, the one I focused the most is,
Robinhood.
What kind of company is Robinhood.
This
It is a service where you can do stock and share simply on the phone.
And the fees are zero.
In the industry, an unprecedented destructive company appeared.
You can buy it with the smartphone app.
Up until now, you had to buy stocks on the internet.
But if you try to buy stocks on the internet, a lot of the process is tiring.
You have to open your laptop and fill out various contracts and turn in an application.
And this is for people who thought these things to be tedious.
And for people who were concerned about fees, it is a service for them.
And the user interface is very elegant and easy to understand.
And just as if you were playing a game, you can buy stocks or trade.
And this had a very big impact.
Especially to other stock vendors and internet stocks.
They thought they can't just let this be.
And they had no choice but to gradually change their fees to zero.
It is a destructive app.
And this part is interesting, they save data on what stocks you buy and read the data.
'This stock will be on the rise, what do you think?'
'This person like the tech industry'
Or 'This person has an interest in the food industry, they must know well.'
'Out of the food industry these companies are on the rise, what do you think?'
And recommend it through this way.
It is a Netflix version of stocks.
And these things are happening.
And they say that there is no reason that these companies will not grow in Japan.
Isn't it fun?
To be wary of fees,
We talked about it often in video lessons about money.
The thing to never to do is going to a window of a major corporate stock company.
And you can become an uneducated customer.
And no matter, they always recommend active funds which have a high fee.
And even if operation performance is good, due to fees, there is no rise in profits.
It is because they bought it through a person.
An index fund is better,
Saying it is better automated, it is better to buy online,
It is ultimately focused on lowering fees.
It is wondering what the annual operation fee is per year.
1%,2%,5% 6%, it is all over the place.
The power of compound is scary, but when used well, it is powerful.
1% and 6% is a very big difference.
Due to fees, you might think that 6% can become 1% or not.
But in the meanwhile, zero fees.
I think that is incredible.
And number four, CrowdStrike
Congratulations!
I forgot to congratulate number two and three.
Yes, the company called CrowdStrike,
They have a service called AntiVirus soft.
It is a soft ware which installs Firewalls and blocks viruses.
There might be some people that think it is tedious to download and update it every time.
And there is the downside of purchasing it.
And with that software it was a question on whether the speed would improve.
And this software was actually a very old model.
Back then, there wasn't a feeling of feeling connected on the Internet.
When you had to connect, you had to connect like 'Beep~'
And you use it when you use it and you turn it off.
And ask 'How much is it a minute?'
And during this timeline, the solution was Anti Virus Soft.
And the company saw that this soft was behind the times quickly and searched.
And what they made was a method of checking from the inside of the cloud.
And so it is the Strike system which it is constantly connected to the cloud.
It fights back, and attacks.
It is a system where it strikes the virus.
This has been supplied greatly.
If you listen to it you agree with it, but something no one's thought of before.
It caught that uncomfortable point.
And this CrowdStrike is amazing.
It has the 1-10-60 System.
In one minutes, it detects, it investigates in 10 minutes, and seals it within 60 minutes.
With CrowdStrike, this is possible.
It's really fast right?
And since it is always activated, they say it will be a big hit.
But if someone doesn't tell you, you wouldn't know.
Whether CrowdStrike is doing well, we don't normally talk about these things with friends.
And now Shopify!
We talked about it recently in the Amazon lesson.
'The future that will become Amazonfied' That was the lesson.
And in the comments, there were a lot of comments asking to talk about Shopify.
I think a lot of different people are watching my videos.
The app called Shopify.
There are some news that it could make Amazon or Rakuten unstable.
It is coming out slowly, did you know?
And so, how different is Shopify and Amazon?
If I don't explain this part, you wouldn't know.
Shopify and Amazon seem like a similar service yet different.
Amazon sells products from various places.
For example, if you search gloves, there are many gloves from different companies.
But shopping malls made this.
You know shopping malls.
You go to a lot of places like AEON.
There are many stores that are launched there.
And you can think that the internet version of these shopping malls is Amazon.
And in order to launch their shops in these shopping malls,
Retailers pay a lot of fees to the shopping malls.
But the retailers have a concern.
It is the same for fashion brands that are in department stores.
When they launch their shop in shopping malls, the problems is that the fees are expensive.
And these days, places like Nike or Disney,
They stated that they will no longer sell items through Amazon.
And just when they were wondering what to do, Shopify arrived just in time.
Shopify is an independent E-commerce.
Since it is independent, they can launch a Nike store.
And it is a service where they made this process easier.
A famous different service in Japan called BASE is the same.
BASE is also independent.
When you search, the items do not come out all at once,
But they each make a shop site for their own.
And in this way, the service is established.
This method is good for companies where their brand image is already established.
Thus, it is more advantageous for brands with no name to rent a store in a shopping mall.
If we take examples of comedians who talk,
In a normal show, there is an order for them to appear on stage.
From the top, someone, and Wagyu comes out and Mickey comes out..
And in between, Oriental Radio squeezes in and comes out.
Or, they have a solo Oriental Radio live show.
And if they do a live show by themselves, only their fans show up,
But if it is a person who already has a lot of customers,
Not renting in a mall would be cheaper in fees right?
And this is where Shopify got their idea.
And now, places like Louis Vuitton, Disney, Nike are Anti Amazon.
And they are coming over to this side saying they won't pay fees.
And if later, places that have gotten popularity in Amazon
Have a greater possibility of coming out of there and coming here.
First they go into Amazon and as they gain popularity they go to Shopify.
And in this case, it cannot be good for Amazon.
And so we cannot let go of Shopify also. It is very interesting.
Now, these five companies.
It was a very diverse group.
Of course, these five companies are very great.
But don't forget that FAANG+m will be further expanded.
And imagining this is very fun to do.
In contrast to their image that they already have, they are branching towards other industries.
If we can estimate where they will branch out, this is very fun to do.
And the method of estimating this is knowing the executive's vision and mission.
First, Facebook.
Facebook's CEO, Mark Zuckerberg mission and vision is,
Communication between people.
They have a vision that is focused on connecting people.
And so they know that people want to be connected to each other.
And knowing for sure that there is a business chance to this.
And in assisting this, they had this as a vision where they knew it will be a successful business.
And so they made apps like the Facebook messenger app or apps like WhatsApp
That are used for communication.
It is the same for Instagram.
It is further expanding.
In branching out to services such as calling, payment, money transfer such as Libra,
It is an extension line from people being connected.
And it is very different, they do not do work.
They do work inside that mission.
And so when they estimate on how to expand within that mission, they become very strong.
It is written in this book.
In 2019, they started a service called Horizon.
It is a service where you create an Avatar and communicate.
And currently, various communication industries, such as Zoom, are growing rapidly.
It is written like this in the book.
They say that Facebook should have 'Bought Zoom pre-COVID stocks…'
But due to COVID, Zoom's stocks have explosively grown and now it is hard to buy.
But everyone wants Zoom's functions.
And any company out of FAANG+m
Is implied that there might be a chance in the future where they will totally buy out Zoom.
And communication and exchange.
Whether in Zoom or Avatars.
And just like this, communication methods will greatly change.
These avatar exchanges are separate from smooth communication from now.
And gives the feeling that you are right in this space.
And they do this by combining VR AR technology and wearable devices.
And this might be a middle point in feeling like you are actually together with that person.
And Libra.
Money exchange is already being done in companies like LINE.
Allowing money exchange is a really big thing.
Not only Facebook, but also Amazon is thinking about money exchange.
For Amazon
They are trying to reach out in loans and insurance.
It is like a promise, there might be such a thing like Amazon loan.
Just like Sony's property insurance, there will be an Amazon insurance.
Why is that?
Because they can earn data.
If you look at someone's Amazon purchase history.
You can tell what income and purchase they have.
And estimate their economic ability right?
Things like 'This person spends a lot, they buy a lot'
'They buy a lot, then I'm not going to lend to you~'
It might come to 'I'm not going to apply insurance~'
On the contrast, when it is a person that has credit, they will provide loans or insurance.
And if you see the flow of money,
They have a data on their credit.
Services like this become possible.
In China's Alibaba, they already have this in progress.
Things such as 'Zhima Credit' or 'Alipay'.
And they think in extension to data that they get from the companies.
And so Facebook, Amazon, and Alibaba, they think all the same.
It is this very one thing.
As they make money transaction smoother, they collect data.
And they are planning to branch out to the finance industry.
They are planning to enter either loans or insurance industry.
And one more interesting thing here, Amazon mansion.
What is Amazon mention?
You might say 'I've heard of other mansions but Amazon mansion?'
What we mean by Amazon Mansion is,
Real estate.
It might be hard for them to advance.
I'll give an example, if there is Amazon Mansion,
There are of course Amazon products inside this such as Amazon Echo and Alexa.
There is a screen where Amazon's Fire TV is plugged in
And there are various Amazon products everywhere.
What do they want to do with this?
There are of course smart appliances in there.
If we talk to Alexa
We can turn off the lights, or raise or lower the temperature.
We can hear about the weather, or other various informations.
And due to this, they take all the data.
They take all the data from the living environment.
Thus, with the plus and minus from the data, they discount the rent.
It is an apartment where they say 'In exchange for cheap rent, give us data'
Isn't that amazing?
It doesn't really connect with me yet..
I think it would be like living while being under surveillance.
It seems as if you entered a really dangerous apartment.
But this is becoming more of the norm.
But what is better?
In everyday life, we are sending data to Amazon.
We search on Amazon, and it is easier to talk to Alexa.
'Just by taking data they will discount rent? It wouldn't be too bad..'
'Should I try living there?'
There is no actual loss, they do not do actions where they invade your privacy.
But the big data is once connected to the support of the customer.
And if Amazon can have a great win, Amazon Mansion would be a big hit.
One more, in this book, not to lose to Amazon Mansion
They introduced that there might be a thing such as Apple Hotel.
What kind of Hotel is an Apple hotel?
First, the design is very cool.
It feels as if Apple made it.
There is a place where you put your Iphone in the room, and if you put the Iphone on top of it.
It is customized to set the lights or music to the one that the person likes the best.
It is customizable.
With their personal data, everything is predicted.
And even if they don't set it one by one, this service customizes the setting for you
Through this thing called an Apple hotel.
By combining things such as design power, brand influence and customized music or videos
They are trying to go from software to hardware.
It is like this.
No one thought that Amazon would make a convenience store.
That is Amazon Go.
Why would a Internet company put out a physical store?
Because if you have an actual shop, you can earn more data.
And Apple and Amazon are doing this.
And Apple and Amazon are doing this.
And it is very closely related to Wearable Devices.
Apple Glass and Apple Airpods.
Right now, the thing that Apple is putting immense effort is trying to take over the five senses.
Taking over the five senses.
Recently, Airpods are made so that you can continuously be worn.
When you wear Airpods tightly, the surrounding noise is cancelled and you might say 'What? I should take out the Airpods!'
But they put on microphones that detect outside noises.
And if you wear the recent models of Airpods, you can hear outside noises.
I'm actually using this also.
If you press it like this, you can stop outside noises or hear it.
They have microphones on it.
And this is nothing but a process.
For people who are saying 'Yes, I can hear outside noises~ I'll just walk like this~'
You aren't understanding yet.
Why did they try so hard to put a function like this?
It is because they wish for you to continuously have it on.
It is because Apple wants you to continuously have it on.
Airpods will be the default of humanity.
They want to make us into life forms that have Airpods on.
They are continuously wearing it.
What do we need now? Charging.
But if wireless charging is available?
We can't take it off.
A future like this is waiting for us.
Apple Glass is very light and they keep on repeating data.
And if it is a design that is well wearable?
And it is wireless?
Humanity will become a life form where wearing Airpods and Apple Glass is a default.
And if this future comes, Apple Hotel will definitely be pleasant.
If you enter in a state where you wear Airpods and Apple Glass, everything will be pleasant.
They are trying to make a hotel where a pleasant state is default, and even recommend things to you.
It's interesting right?
And when it is that state, we have to think about what things we can do.
And Netflix.
You have to imagine what will happen when Netflix's recommendation function is further upgraded.
What is so amazing about Netflix, is that the screen changes.
The thumbnail changes.
When they notice that a certain person likes a certain actor,
Even if a show has the actor as a side character,
They put the actor on the center and appeal that this actor is on it.
For children, they only show the character's faces.
And depending on who is the user they change the screen several times.
And Netflix does this by changing the recommendation screen.
And the next estimated thing is multi endings.
When they predict that a certain person likes a certain genre of story,
For instance, they like happy endings, or they like violent things and they predict it.
In one show, this person likes violence so they add violence.
And for instance, in season two of 'The Naked director'
The end can end very messily,
Or it can end in where the female actress hugs the lead.
And through the multi ending, they can further elevate the satisfaction of the customer.
How is this possible? Because it is an original content.
Since it is a Netflix original, they can make multi endings beforehand.
And if they make five patterns which are popular ending patterns, everyone will like it.
And they make stuff that other media contents cannot make.
It's interesting.
And Google.
Google in one words is a search engine.
But with the power of Google Map data.
It is promised that they can also appear as a robot taxi along with Tesla.
By buying out a company called Waymo
They are putting quite the effort on mobility.
They cruised around the world with Google Maps.
And the data that comes along with it and robot taxi.
Would Tesla be faster, or Google?
Robot taxi, this is also very focused on.
And one more, they are going to a dimension where they aren't searching anymore.
Even before Google says 'I'll Google this!' They block it before it is searched.
'You are going to Google this? I'm not going to let you~'
'I saw you Google stuff like this everyday'
And they will prevent Googling just like this.
It is an immense transformation.
They won't let you Google it anymore, because they've seen you Google things before.
'I know~ I saw that you've been Googling restaurants every Sunday'
'You're going near here right? Because you like the area around this station.'
'You usually go to restaurants in Ginza.'
Things like 'Go here, it will be good here.'
They are trying to go to a world 'Before Searching'.
It is beyond our imaginations.
Geniuses like this are living in such a world
And venture capitals see it before hand and catches it.
And feel as if these companies will grow.
And they can see what companies to buy in order to branch out to a certain industry.
Thus, FAANG+m wants to do something.
And there is a venture that is a perfect fit for that industry?
They can see whether or not to buy it.
And so judging whether the company's worth is going to go up, or grow
They can invest based on that.
And so information is a weapon.
Data is the oil of the 21st century, it is a resource.
And so knowing information is important.
[Next episode- Essential skills to live boldly in the year 2025]
'Don't reply on companies and become independent and have ideas'
'Become a structural hole and survive by gathering information!'
The skills that this person tells us that we need.
First is English.
First is English.
Suddenly English.
'Ah~'
English, which a lot of Japanese people can't do.
Web community, PROGRESS.
[Nakata Atsuhiko Online salon PROGRESS, 3700 members, 980 yen a month]
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