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.