Reading 8090's Business Model — An AI-Native IT Services Company Built Around Software Factory, and What It Would Take to Build the Same Structure in Japan

8090 looks like an AI coding SaaS on the surface, but the primary sources describe an AI-native IT services company that does managed enterprise delivery. Software Factory is a platform for orchestrating the SDLC that ties Requirements, Blueprints, Work Orders, Feedback, and more together in a knowledge graph and dispatches work to Cursor or Claude Code through MCP. Revenue runs on two tiers ($200/user/month self-serve and $1M+/year Enterprise), with EY.ai PDLC as the biggest channel. After walking through that structure from public sources, the last section looks at what a Japanese version would have to change: the SI pricing culture, regulated-industry constraints, and which segments to start from.