第１原理について
第１原理についてなんとなく知ってましたが、改めて学んだのでメモしておきます。
Bank4.0という本の中で第１原則についての記述があり、興味をもったのがきっかけです。
なぜBank4.0という本を読んでいるかと言うと、twitterですすめていたからです。クリプトから金融やファイナンスなどに興味を持ったので、買って読むことにしました。
これもちょっと古いですが、今のネオバンク/チャレンジャーバンクの根源的な考え方みたいなものが書いてあります。要はAI/Techベースになると銀行はどうなるか？の話です。
— 8maki (@8maki) May 23, 2022
「最終的には、マネーはテクノロジーの一形態そのものとなる。」これは名言。https://t.co/4fyhwfgiT4
冒頭でバンキングの未来を考えるに当たりロケット科学の事例に沿って説明しています。ロケット科学についてイーロン・マスクの『第一原理』についての説明がありました。
印象に残ったのは以下の箇所です。
第一原理とはものの見方であり、最も本質的な真実に至るまで掘り下げていきます。本質的で革新したところから物事を構築していきます。
以下の動画を参考にしていました。内容がすばらしかったので、原文を載せておきます。
Elon Musk:
and then I think it's also most important to reason from first principles rather than by analogy. so normal way we conducted our lives is we reason by analogy. it is we're doing this because it's like something else that was done or it's like what other are doing
Interviewer:
me too type idea
Elon Musk:
slight iteration on a theme and it's mentally easier to reason by analogy rather than from first principle. First principle is kind of a physics way of looking at the world and what that really mean is you kind of boil things down to the most fundamental truth and say okay what do we sure is true or true or sure as possible is true and then reason up from there ant that take a lot more mental energy
interviewer: (0:56)
can you take an example that't like what't one thing that you've done that on you feels work for you ?
Elon Musk: (0:59)
somebody could say in fact people do that battery packs are really expensive ant that's just the way they'll always be because that's the way they've been in the past. you'll like well no that's pretty dumb, you know, because if you apply that reasoning to anything new that then you wouldn't be able to get to that new thing. so you it's like you can't say oh you know horses no body wants car because horses are great and we're used to them and they can eat grass there's lot of grass all over the place and you know there's not like there's no gasoline if you book and buy so people never going to it, never get ever going to get cars. that people said that and for batteries they would say oh it's going to cost you know the historically the cost six hundred dollar per kilowatt hour and it's not going to be much better than in the future. and say no okay well what are the batteries made of . so first principles would be say ok what are the material constituents of the batteries, what is the spot market value of the material constituents so you can say okay it's got cobalt nickel aluminum carbon and some polymers for separation and a steel can. so break down on a material basis and say okay what if we bought that in London metal exchange that would each of those things costs. it's like 80$ a per kilowatt hour so clearly you just need to think of clever ways to take those materials and combine them into the shape of a battery cell and you can have batteries that are much much cheaper than anyone realizes.