I live in Japan and yet can't seem to pay for their API in JPY... I bet their enterprise customers don't have that problem but it was pretty annoying given "AI in Japan" appears to be there only selling point.
The only way they can compete in Japan is the enterprise-game. Their partnership with Daiwa and MUFG is probably exactly what they should be doing. I doubt that they get that far though. Like Mistral who has partnerships with BNP Paribas and Airbus, they deploy in an on-premise or private cloud and in those settings, their models make good PoC's but cant compete where it gets interesting -- Workspace Agents. If you look at them from a Chatbot over RAG perspective, maybe they can do it. But that's tech from 2023.
The only way they can compete in Japan is the enterprise-game. Their partnership with Daiwa and MUFG is probably exactly what they should be doing. I doubt that they get that far though. Like Mistral who has partnerships with BNP Paribas and Airbus, they deploy in an on-premise or private cloud and in those settings, their models make good PoC's but cant compete where it gets interesting -- Workspace Agents. If you look at them from a Chatbot over RAG perspective, maybe they can do it. But that's tech from 2023.