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Opportunity Radar

構造の変化を、事業仮説になる前から見る。

How we form ventures

毎回ゼロから、会社づくりを始めない。

  1. 01
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A

Constraint Shift Radar

Dominant Design Challenge

B

Market Proof Radar

Validated demand, differentiated execution

観察中Physical AI / Robotics

Generalist robot foundation models / 汎用ロボット基盤モデル

公開証拠
NVIDIA's Isaac GR00T platform combines open data pipelines, robot foundation models, simulation, middleware and deployment runtime; GR00T N1 was released as an open customizable foundation model for generalized humanoid reasoning and skills.
以前の制約
Robot learning stacks were more task-specific and access to diverse training data and simulation infrastructure was a major bottleneck.
変わった制約
Foundation models, synthetic data and simulation are increasingly packaged as reusable robotics infrastructure.
構造的な機会
Differentiation may shift from base-model creation toward domain data, deployment evidence, safety, workflow integration and post-training for specific environments.
YORISOUの仮説
Observe where application-specific evidence and operating integration become the scarce layer as generalist robotics infrastructure commoditizes. No venture claim is made here.
最終確認: 2026-09-15出典: 2
観察中AI for Science / Laboratory automation

Autonomous laboratories / 自律型ラボ

公開証拠
Berkeley Lab's A-Lab combines AI and robotics for materials synthesis and reports substantially higher sample throughput than manual operation.
以前の制約
Experimental synthesis and iteration were limited by slow manual laboratory throughput.
変わった制約
Robotics, machine learning and instrument automation can increasingly operate as a closed experimental loop.
構造的な機会
As laboratory automation matures, opportunities may emerge in workflow orchestration, evidence traceability, specialized operating layers and deployment into narrower scientific domains.
YORISOUの仮説
Continue observing which scientific workflows have repeatable economics and sufficiently standardized instrumentation before forming a venture thesis.
最終確認: 2026-09-15出典: 1
調査中Physical AI / Regional industry

Japan SME robot adoption / 日本の中小企業におけるロボット導入

公開証拠
Japan's 2025 SME White Paper describes persistent structural labor shortages. METI says robot adoption is constrained by specialist knowledge and by SME workplaces that are not yet ready for robots.
以前の制約
Robot deployment often required specialist integration capability that many smaller operating sites did not have.
変わった制約
National and regional support infrastructure is being organized around adoption, while robot platforms are becoming more accessible.
構造的な機会
The gap may be less about inventing another robot and more about making deployment, validation and operating integration repeatable for real SME environments.
YORISOUの仮説
Research whether a governed deployment-and-evidence layer can reduce the integration burden for Japanese regional operators. This is a thesis under research, not a validated venture.
最終確認: 2026-09-15出典: 2

公開するもの / 公開しないもの

Open research

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