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In Machines we Trust

Japanese Toilet Maker Toto's HUGE AI Windfall

In Machines we Trust

In Machines we Trust

Technology

4.3 • 6 Ratings

🗓️ 22 February 2026

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, we explore how Japanese toilet company Toto is becoming a key player in the AI component manufacturing space. We discuss how their advanced ceramic division, known for producing essential semiconductor manufacturing components, has led to a significant increase in their stock value and attracted activist investors.


Chapters
00:00 Toto: Unexpected AI Beneficiary
01:57 Toto's Role in Semiconductor Manufacturing
08:11 Investor Reaction and Market Dynamics
11:51 Broader AI Industry Impact


Links
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Transcript

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0:00.0

Welcome to the podcast. I'm your host, Jaden Schaefer. Today on this show, I want to talk about,

0:04.0

I think, a really interesting story that basically nobody is covering. And that is how there's a

0:09.2

toilet company, Toto, out of Japan. And it is quietly becoming one of the most undervalued and

0:15.3

overlooked AI memory companies or beneficiaries out there. This is really interesting. We see AI basically coming into

0:22.5

every industry and manufacturing for AI and AI parts. We need a lot of help on that front. And

0:28.9

some of it is coming from the most unlikely of sources like this Japanese toilet company. So I want to

0:34.1

I want to break down the story and show you what's going on with Toto, why their stock has rallied 40% on some of this news. Before we get into all of that,

0:43.5

I wanted to mention if you want to try all of the AI models I talk about on the show,

0:46.8

and if you're not a developer and you'd like to build AI tools really quickly,

0:51.3

we have a new vibe builder design over on my startup, AIbox.a.i.

0:56.8

Where you describe any tool or workflow you'd like to create, and it builds it for you.

1:00.4

In addition, you get access to over 40 of the top AI models, all in one place for $8.99 a month.

1:06.0

Open AI, 11 Labs, Google Gemini, GROC, tons of image and audio generators. Go check it out. It's all on

1:12.3

A.Ibox.a.i for 899 a month. All right. I want to talk about what's going on in Japan right now.

1:20.3

This is, you know, Toto is famously a company. They have like these toilets with like heated seats

1:24.5

and this like the sprayer that sprays you and washes you and, like,

1:29.1

you know, there's like all this crazy. Everyone's heard the legendary fables of Japanese toilets.

1:33.2

And Toto also is a brand that is in America. You've seen it in lots of airports as well,

1:37.3

as far as just a toilet company. Now, in order to make these toilets, they obviously have to do a lot

1:43.0

of work in manufacturing in ceramic.

1:45.6

And there's a new report that just came out of the Financial Times that says a UK activist

1:50.3

investor, Pallister Capital, has taken a stake in this company. They sent a letter to the board

...

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