# 10月17日（土）トヨタが全50車種をSDVに、新幹線「のぞみ」指定席値上げ - Show: ながら日経 - Published: 2026-10-16 - Canonical: https://podc.club/en/episode/1627014612_b66ef96fda44.html - Audio: https://traffic.megaphone.fm/NRBC9782421383.mp3 - Source: Edited from a machine transcript of the first 30 minutes of the episode. Not an official summary. Toyota Motor Corporation has revealed plans to convert all 50 of its vehicle models to SDVs (software-defined vehicles) by 2030, rolling out its proprietary software platform across 10 million new cars per year. JR Tokai and JR Nishi-Nihon announced that reserved-seat fares on the Tokaido and Sanyo Shinkansen Nozomi will rise from July 2027. The episode also covered Tesla's new Roadster, institutional investors' growing pressure on corporate AI governance, a data breach at Times Car, and a proposed overhaul of elderly medical insurance premiums. ## What this episode answers ### On what scale and timeline is Toyota advancing its SDV transition? Toyota plans to convert all 50 of its vehicle models to SDVs by 2030, installing its proprietary software platform in 10 million new vehicles annually and enabling ongoing feature upgrades through post-purchase software updates, while shifting its business model from one-time vehicle sales to recurring software subscription revenue. ### When and by how much will Nozomi reserved-seat fares increase? JR Tokai and JR Nishi-Nihon will raise Nozomi reserved-seat fares for purchases made from July 1, 2027 onward, with the Tokyo–Shin-Osaka route increasing by ¥700 — JR Tokai's first-ever reserved-seat fare hike; Green Car fares across all trains will rise from December 15, 2027 boarding dates. ### What are the key features of Tesla's new Roadster? Tesla unveiled the new Roadster sports car in the United States on October 15, incorporating SpaceX rocket technology and staging a demonstration in which the car was lifted off the ground, highlighting the potential fusion of EV and space technology. ### What position are global institutional investors taking on corporate AI use? Global pension funds and asset managers are intensifying scrutiny of investee companies' AI risk management and have made clear they will vote against director nomination proposals at companies deemed to have inadequate AI oversight. ### How will financial income and NISA be treated under the proposed revision to elderly medical insurance? The Ministry of Health, Labour and Welfare plans to factor financial income such as dividends into the calculation of insurance premiums and out-of-pocket cost thresholds for those aged 75 and over, with income from NISA (Nippon Individual Savings Account) excluded from the calculation. ## Article ## Toyota to Convert All 50 Models to SDVs by 2030 Toyota Motor Corporation has announced plans to convert all 50 of its vehicle models to SDVs (software-defined vehicles) by 2030. Its proprietary software platform will be installed across 10 million new vehicles a year, and owners will be able to improve their car's capabilities through software updates even after purchase. On the business side, Toyota aims to move away from the traditional model of selling vehicles outright and instead generate revenue through ongoing software subscriptions. The shift signals a potentially fundamental structural change in the automotive industry — one that moves the center of gravity away from hardware and toward software. ## Nozomi Reserved-Seat Fares to Rise in July 2027 — ¥700 More on Tokyo–Shin-Osaka On October 16, 2026, JR Tokai and JR Nishi-Nihon announced that reserved-seat fares on the Tokaido and Sanyo Shinkansen Nozomi (のぞみ) will increase for purchases made from July 1, 2027 onward. The fare on the Tokyo–Shin-Osaka route will rise by ¥700, marking JR Tokai's first-ever reserved-seat fare increase. Green Car fares across all trains will also go up, effective for travel from December 15, 2027. The companies framed the revision as a response to inflation and a step toward improving services. ## Tesla Unveils New Roadster with SpaceX Technology U.S. EV maker Tesla unveiled its new Roadster sports car in the United States on October 15. The vehicle incorporates technology from SpaceX, including a demonstration in which the car was lifted off the ground. The reveal highlighted the potential for merging electric vehicle and space technology in a single platform. ## Institutional Investors Signal Opposition to Weak AI Governance Global pension funds and asset managers have begun closely monitoring how their investee companies are managing AI risks. Those found to have inadequate AI risk controls now face the prospect of opposition votes on director nomination proposals. The goal is to prevent corporate value erosion caused by inappropriate AI use, and the stance signals a clear shift toward active shareholder engagement on AI governance. ## Park24 to Disclose Times Car Data-Breach Response Plan on October 23 Park24 announced on October 16 that it will outline its response to the unauthorized access and personal data leak affecting its Times Car (タイムズカー) car-sharing service on October 23. On September 29, the company had said it would provide an update within approximately two weeks after completing its investigation, but the announcement has been delayed as the inquiry continues. ## Financial Income to Factor into Elderly Medical Insurance; NISA Exempt The Ministry of Health, Labour and Welfare presented a draft revision on October 16 to the public medical insurance system for people aged 75 and over. Under the proposal, financial income such as dividends would be factored into the calculation of insurance premiums and out-of-pocket cost thresholds. Income earned through NISA (Nippon Individual Savings Account) would be excluded from the calculation. ## Personality Free Talk Saturday host Yukino Chiai (幸野千秋) shared an episode involving her two-year-old daughter. While Yukino was preparing dinner in the kitchen, her daughter was watching the TV news in the living room and suddenly pointed at the screen, shouting "Mama! Mama!" When Yukino rushed over, she found that the person on screen was the newly appointed Minister of Agriculture, Forestry and Fisheries, Minister Takebe (たけべ大臣). She gently explained, "That's not Mama — she looks like Mama, but she isn't," and later posted the story on her Instagram Stories. To her surprise, she received a direct message reading "Please take good care of Japan's future agriculture," and she laughed recounting the unexpected reaction. ## Takeaways - Toyota will convert all 50 of its vehicle models to SDVs by 2030, equipping 10 million new cars annually with proprietary software and shifting from one-time vehicle sales to a recurring subscription revenue model. - JR Tokai and JR Nishi-Nihon will raise Nozomi reserved-seat fares by ¥700 on the Tokyo–Shin-Osaka route for purchases from July 1, 2027 — JR Tokai's first-ever reserved-seat fare increase. - Global institutional investors are stepping up AI governance pressure, threatening to vote against director nominations at companies with inadequate AI risk management.