2018年時点での技術者の視点：
✓ GPU需要の爆発的増加を予測
✓ クラウドインフラの重要性を理解
✓ データ処理技術の進化を把握
結果：
- NVIDIA: 2018年→2024年で約5倍
- Microsoft: Azure成長で約3倍
- Amazon: AWS拡大で約2.5倍

class TechAnalysis:
def __init__(self, company):
self.company = company
def evaluate_technology_stack(self):
        """技術スタック評価"""
criteria = {
'innovation_level': 0,      # 技術革新度 (1-10)
'scalability': 0,           # スケーラビリティ (1-10)
'maintainability': 0,       # 保守性 (1-10)
'security': 0,              # セキュリティ (1-10)
'performance': 0,           # パフォーマンス (1-10)
'developer_experience': 0,  # 開発者体験 (1-10)
}
# 実際の評価ロジック
total_score = sum(criteria.values())
max_score = len(criteria) * 10
return {
'score': total_score,
'percentage': (total_score / max_score) * 100,
'grade': self.get_grade(total_score / max_score)
}
def analyze_patent_portfolio(self):
        """特許ポートフォリオ分析"""
return {
'patent_count': 0,
'citation_count': 0,
'innovation_areas': [],
'competitive_moat': 0  # 1-10
}
def assess_technical_debt(self):
        """技術的負債評価"""
return {
'legacy_system_ratio': 0,  # %
'modernization_progress': 0,  # %
'technical_debt_score': 0  # 1-10 (低いほど良い)
}

class EconomicsAnalysis:
def __init__(self, financial_data):
self.data = financial_data
def calculate_tech_metrics(self):
        """技術系企業特有の指標"""
return {
'r_and_d_intensity': self.data['rd_expense'] / self.data['revenue'],
'revenue_per_employee': self.data['revenue'] / self.data['employee_count'],
'cloud_revenue_growth': self.calculate_cloud_growth(),
'subscription_ratio': self.data['subscription_revenue'] / self.data['total_revenue'],
'gross_margin_trend': self.calculate_margin_trend(),
'customer_acquisition_cost': self.calculate_cac(),
'lifetime_value': self.calculate_ltv()
}
def evaluate_business_model(self):
        """ビジネスモデル評価"""
models = {
'saas': {'score': 0, 'weight': 0.3},
'platform': {'score': 0, 'weight': 0.25},
'marketplace': {'score': 0, 'weight': 0.2},
'subscription': {'score': 0, 'weight': 0.15},
'advertising': {'score': 0, 'weight': 0.1}
}
weighted_score = sum(
model['score'] * model['weight'] 
for model in models.values()
)
return weighted_score