ãã€ã±ã«ã»ããªãŒã®Scion Asset Managementã¯ã人工ç¥èœïŒAIïŒã®é«éš°éæã«å¯ŸããŠåŒ·ãç«ã¡åãããPalantir TechnologiesãšNvidiaã«å¯Ÿããå·šé¡ã®ããããªãã·ã§ã³ãé瀺ããŸããããããã¯ã44çŸäžãã«ã®çµã蟌ãŸããããŒããã©ãªãªã®çŽ80ïŒ ãå ããŠããŸãã
ããã°ã·ã§ãŒãã®äŒèª¬ããã€ã±ã«ã»ããŒãªããã©ã³ãã£ã¢ãšNvidiaãããã§AIããŒã ã«éè³ã

ãŠã©ãŒã«è¡ã®ããžã£ãŽ: ãã¬ãŒãã£ã³ã° ããã©ã³ããã€ã±ã«ã»ããªãŒã®ScionãAIããŒã ã«è³ãã
Scionã®ææ°ã®13Fã¯ã11æ3æ¥é ã«å ¬éãããé匵ãã®å§¿å¢ã瀺ããŠããŸããAIã®èåäŒæ¥ã«å¯Ÿãã匱æ°ã®ãªãã·ã§ã³ãããã€ã€ããã«ã¹ã±ã¢ããšãã«ã®ãŒãµãŒãã¹ã«æ°ãã匷æ°ã®è³ããèŠãããŸãããã®å§¿å¢ã¯ã¯ã©ã·ãã¯ãªãã€ã±ã«ã»ããªãŒâã³ã³ã»ã³ãµã¹ã¹ããŒãªãŒãæççã«èŠãŠãè©äŸ¡ã䌞ã³ãã£ãŠãããšãã«ãªã¹ã¯ãéäžãããããšãããšããªãå§¿å¢ã§ãã
ããªãŒã¯ãã¢ã¡ãªã«ã®æè³å®¶ã§ãããScion Capitalã®åµèšè ã§ãã圌ã¯2008幎ã®äœå® 屿©ãäºæž¬ããããããå©çãåŸãããšã§æåã§ãããã®ã¹ããŒãªãŒã¯ãæžç±ãšæ ç»ããããŒã·ã§ãŒããã§ç¥ãããŠããŸãããã®ç®ç«ã£ãè³ãã¯ã5çŸäžæ ªã®Palantiræ ªãš1çŸäžæ ªã®Nvidiaæ ªã«çµã³ä»ãããããããã§ãã
ãã®ããã«ã³ã³ãã¯ããªããŒããã©ãªãªã§ã¯ããã®éäžåºŠã¯åãã§ã¯ãªãã倧ããªã¹ããŒã«ãŒã§ãããã¡ã€ãªã³ã°ã¯ãè©äŸ¡ãé«éš°ããŠããAIé¢é£æ ªåŒã«åŒ·ã確信ãæã£ãŠãããšäœçœ®ä»ããããŠããŸããããªãŒã¯ãã å®ããããã ãã§ã¯ãããŸããã§ãããScionã¯PfizerãšHalliburtonã®ã³ãŒã«ãªãã·ã§ã³ã远å ããããã°ãã¡ãŒãã®ãã£ãã·ã¥ãããŒãšæ²¹ç°ãµãŒãã¹ã®åŸªç°çãªåã«èå³ã瀺ããŠããŸãã

ãããã®ã³ãŒã«ã¯ããã€ãã©ã€ã³ãæäŸãããæåéèŠãå®å®ããŠç¶æãããå Žåã®ã¢ãããµã€ããæäŸããŸããæ ªåŒã®é¢ã§ã¯ãScionã¯Lululemon Athleticaã®ææ ªãåå¢ããæ°ããããžã·ã§ã³ãåŠçããŒã³äŒç€ŸSLM Corporationãšçµ±åã±ã¢ãã¬ã€ã€ãŒã®Molina Healthcareã§ç¯ããŸããã
ãã®ããªãªã¯ãéžæãããç±³åœã®æ¶è²»è ãšå»çã®å埩åã«è³ãããã®ã§ãããå®å®ããåå ¥æºãžã®é æ ®ããããŸããç¹çãã¹ãã¯ãScionãäžåœã®é»ååååŒã«é¢é£ãã以åã®ææ ªãæž ç®ããç±³åœã®å¥åº·ä¿éºäŒç€Ÿããé¢ããããšã§ããããã¯ãå€åœåã³åœå ã§ã®èŠå¶ãšãã¯ããªã¹ã¯ãžã®æé²ãã«ãããããã®ã§ãã
å®¶ã®èŠè§£: æ¿çã®æžå¿µäºé ãé¿ããå°æ¿åŠçãªåœ±é¿ãé¿ããŠãã¯ãªãŒã³ãªè§Šåªãæã€åéã«åé åããŸããããŒããã©ãªãªã¯ã3ã€ã®ã³ã¢æ ªåŒããžã·ã§ã³ãš4ã€ã®ãªãã·ã§ã³ããããããã¯ã¹ããŠããŸããã䟡å€ã¯äž»ã«ãªãã·ã§ã³ãæ¯é ããŠããŸããã€ãŸããæ¹åæ§ãã¹ããŒãªãŒã§ãããã¿ã€ãã³ã°ãéèŠã§ããããã¯èšå®ããŠæŸçœ®ããé åã§ã¯ãªããå€åæ§ã«å¯ŸããŠæ§ç¯ããããã§ã¹ããŒãã§ãã
å°åçã«èªãã°ãæ¥æ¬ã®ã¢ãããŒããé¿ããäžåœãªã¹ã¯ããåŸéãããã¥ãŒãšãŒã¯ã®è£œè¬ãããã¥ãŒã¹ãã³ã®ãªã€ã«ãããã西海岞ã®å°å£²ãŸã§ãç±³åœã®æ©äŒãçã£ãŠããŸãããã®ããŒããŒã·ã§ã³ã¯ãAI矀ã®äŸ¡å€ãè¶ ããŠæ¢æ±ããå¹ åºãæè³å®¶ã®è¡åã«è¿œéããŠããŸãã
ãã¡ãããæ©ããªã£ããééã£ããããããšãæ«ãåãããã«èŠããŸããAIã®å¢ããç¶ããªãããããã¯ããŒã¿ãŸã; åçãç±çãå·ãããªããæ¯æãã倧ãããªãå¯èœæ§ããããŸããã³ãŒã«ãšãã£ãã·ã¥ãããŒããŒã ããã©ã³ã¹ãæäŸããŸãããããã¯èšèšäžããã€ããŒã¿ãªå§¿å¢ã§ãã
èŠããã«ãScionã®ç¬¬3ååæã¯ãå®å šãªããªãŒã§ã: åžå Žã®å¯µå ã«æççã§ãè©äŸ¡ãåççã«èŠãããšããã§æ©äŒãèŠãŠã倧ããèŠããååŒã§éäžçã«çºèšããããšãäœãæããŸãããèªè ãè©è«ãããããžã·ã§ãã³ã°ã远跡ããããšãæããªãããã¡ã€ãªã³ã°ã¯ããªãŒãéåãå確èªããããšèããå Žæã®æç¢ºãªå°å³ãæäŸããŸãã
第3ååæã§äœãå€ãã£ãã®ãâãããŠãªãéèŠãªã®ã
- AIã«èŠå: PalantirãšNvidiaã®ããããæ¯é ããŠãããããã¯ç±ççãªè€æ°ãæçµçã«æ°åŠã«çŽé¢ãããšããæåŸ ã瀺ããŠããŸãã
- å»çã«åŸæ: Pfizerã®ã³ãŒã«ãšæ°ããªMolinaã®ææ ªããé²åŸ¡å¯èœãªãã£ãã·ã¥ãããŒãšæ¿çé£åããéèŠãžã®åãã瀺ããŠããŸãã
- ãšãã«ã®ãŒããããžãšããŠ: Halliburtonã®ã³ãŒã«ã¯ãäžççãªäŸçµŠãåçž®ãããèšåæè³ãå¢å ããå Žåã®åŸªç°çãªã¢ãããµã€ãã瀺ããŠããŸãã
- æ¶è²»è /ã¯ã¬ãžããã®éžæ: Lululemonãåå¢ããSLMã远å âåºç¯ãªããŒã¿ãããã¿ãŒã²ãããçµã£ãç±³åœã®ååã§ãã
çµè«
Scionã®éäžããæ§é ã¯ããªã¹ã¯ãšãªã¿ãŒã³ã®äž¡æ¹ãå¢å¹ ããŸããããã¯ãåžå Žãã¹ã±ããã§ã¯ãªããè«æã®ããã«èªããããŒããã©ãªãªã§ãâãã€ããæã声é«ã«å«ã°ãããšããã§ã¯åŒ±æ°ã§ããã£ãã·ã¥ãããŒãšãµã€ã¯ã«ããŸã æ¯ãäžããäœå°ããããšããã§ã¯å»ºèšçã§ãã

ãããŠãããªãŒã®é匵ãã®çŽæã¯åœŒãæåã«ããŸãããããã以æ¥ã®ãã©ãã¯ã¬ã³ãŒãã¯æ··åšããŠããŸãã圌ã®äžéšã®ãã¯ãè³ãâäŸãã°ã以åã®ãã¹ã©ãåºç¯ãªåžå Žææ°ã«å¯Ÿããã·ã§ãŒãããžã·ã§ã³ã¯ãå©çãåºãåã«å€±æãã圌ã®ã¿ã€ãã³ã°ãæ©ãããŠçããªãããšããããšæ¹å€ãããŸããã
AIæ ªãäŸç¶ãšããŠåŒ·ãå©çãäžããæ©é¢æè³å®¶ã®æµå ¥ãç¶ããŠããäžã§ãçŸåšã®ãããã¯ãç±çãšå©çãæç¶ããéããäžçºã«çµããå¯èœæ§ããããŸããæ°å€ã ãã§ãªãã¹ããŒãªãŒã«ãã£ãŠé§åãããåžå Žã§ã¯ããã€ãŠäœå® ããã«ãã·ã§ãŒãããç·ã§ããæ©ããŠæ£ããããŸãã¯å šãééã£ãŠããããšããå ããããšã¯ã§ããŸããã
FAQ â
- Scionã®æ°ããè³ãã®çŠç¹ã¯ã©ãã«ãããŸããïŒ äž»ã«ç±³åœã®ã»ã¯ã¿ãŒâãã«ã¹ã±ã¢ããšãã«ã®ãŒãµãŒãã¹ãããã³éžã°ããæ¶è²»è éæâäžåœã®ãšã¯ã¹ããŒãžã£ãŒãåæžããŸããã
- ãã®ãã¡ã€ãªã³ã°ãåç±³ã®æè³å®¶ã«ãšã£ãŠæ³šç®ã«å€ããã®ã¯ãªãã§ããïŒ ããŒããã©ãªãªã¯AIé¢é£ã®ãããã«80ïŒ éäžããç±³åœã®PfizerãšHalliburtonãžã®ã³ãŒã«ãšã¯ã¹ããŒãžã£ãŒã远å ããŠããŸãã
- ç±³åœã®æžç±ã«ã¯ããã€ã®ã³ã¢æ ªåŒããžã·ã§ã³ãæ®ããŸããïŒ 3ã€: LululemonãMolina HealthcareãSLM Corporationã§ãã
- Scionãäžåœã®é»ååååŒãšç±³åœã®å¥åº·ä¿éºäŒç€Ÿãéåºããçç±ã¯äœã§ããïŒ ãã¡ã€ãªã³ã°ã¯ãå°æ¿åŠçããã³èŠå¶ã®é颚ãšãã¯ãªãŒã³ãªç±³åœã®è§Šåªãžã®è»¢æã瀺ããŠããŸãã









