Archive for the ‘Misc’ Category

对美国科技业的一点不成熟的思考

Saturday, October 21st, 2017

美国科技行业(包括软件和互联网),爆发式的成功还不够,还可能是fad,还要达到垄断地位且对使用者不可或缺才行。比如微软的Windows和Office,Google,Facebook。如果这个产品不可或缺,但是没人能垄断怎么办?有连锁餐饮业这样,麦当劳一家最大,然后百花齐放的格局。也有像饮料业,可口和百事两强相争的格局。或者汽车制造,多强相争的格局。基于互联网的服务以前大都一家独大,但是感觉最近的这一波,比如打车软件,很可能结局是uber/lyft两强并存。智能手机很可能是苹果最大,但是百花齐放。云计算我觉得很有可能变成多强相争。

最近回国跟一些不在圈内的朋友解释云计算。最后想了半天跟他们说云计算有点像互联网时代的房地产开发商。最开始,大家都是自己盖房子,后来像万科万达这样的大开发商进入了市场,跟大家说我来盖房子更专业,管理更好,你们买或者租我们的房地产项目就好了。云计算就是一些大的科技公司(比如亚马逊,微软,谷歌)跟软件或者互联网服务开发者说,我们来运营数据中心更有效率,更安全。然后把数据中心服务器标准化,然后出租/卖给租户的服务。两者当然还是差别很大的,但是这个类比我觉得还是捕捉了这个行业一些特点的。

《Steve Jobs》读后

Tuesday, January 10th, 2012

花了差不多两个星期读完了Walter Isaacson的《Steve Jobs》。感受最深的一个词:product。一切都是为产品服务,苹果的成功也是建立在它一代又一代成功的产品上的。

This Tech Bubble Is Different

Tuesday, December 27th, 2011

“The best minds of my generation are thinking about how to make people click ads,” he says. “That sucks.”

My favorite quote of the year is from the following Bloomberg Businessweek article:
This Tech Bubble Is Different

Software Economics

Saturday, November 5th, 2011

Strategy Letter V by Joel Spolsky

Best piece of economical analysis of software business. Though I feel the power of community and individuls’ willingness to contribute is a little undermined in this analysis. For example, I think there is something in human nature to participate in community work voluntarily. We have many real world examples of such. Joel’s own company Stack Exchange is “Free, Community-Powered Q&A” — to quote their own title.