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February 06 2012

17:31

成功的脈絡- run, tempo, run

昨天在inside salon 跟schee 聊到一半, 之後schee 寫了這篇感想. 我想也在這裡補完跟他的對話. ... 當然不是說這是台灣創業的問題, 但問題就像schee 說的, 台灣能夠抓到脈絡的人太少, 常常看到成功案例也比較像是個特例. 所以我們聊天談著該怎樣 ...
14:31
12:34

中國資本外逃暗潮 - FT中文網

Annotations:
  • 美國學者史宗瀚(Victor Shih)估計,中國人口中最富的1%的人的流動資產和房產價值總和在2萬億美元至5萬億美元之間。而處於另一個極端的人甚至還沒有進入“現金經濟”。差距實在太大了。

     

11:52
车站
on Instagram instagr.am/p/or4CA/
Tags:
09:49
不負責任地轉載 RT @avb001: 不负责任的转一条谣言——传闻:天朝太子近日出席港事会议。会议精神如下:1、港不能乱,一乱对18大不利;2、自由行将暂停;3、和尚被警告、北大将做处理;4、驻港钦差等检讨;5、赴港产子将出台严厉措施,以后将无蝗虫⋯⋯等等。
WLYeung
07:59
路透社分析:中国尝到了达赖去世后可能会出现的骚乱滋味——达赖喇嘛的非暴力主张对藏人青年有一定约束力。但一旦他去世,西藏地区很可能会出现更大的骚乱(译者)。http://t.co/Df47kDDJ
zhangweiguo
01:48
Tech Bowl: Best Buy Spotlights Mobile Innovators, Founders In Super Bowl Spot
bestbuy-logo
Every year, Best Buy runs a big Super Bowl spot, and traditionally they go the route of hiring a big celebrity to hawk their brand message. Last year, it was "the Biebs" and Ozzy Osbourne. This year, Best Buy has opted for something a bit different, choosing to highlight innovators and give more than a nod to geeks in its tech-focused Super Bowl ad. Drew Panayiotou, Best Buy’s U.S. marketing chief, told Bloomberg that the company had initially planned to continue down the celebrity track, but the outpouring of affection for Steve Jobs after the Apple CEO passed away was strong evidence that "Silicon Valley inventors are today’s stars."
00:43
To Heck With The Super Bowl: GOG Features Sierra Game Three-Packs For $5
Screen Shot 2012-02-05 at 7.40.02 PM
Good Old Games is running a $4.99 sale on multiple Sierra titles including Space Quest and Kings Quest. The games come in packages of three and are compatible with Windows (sorry, Mac users, but here's a consolation prize).
00:41
Cheng-Li Hsu
I just became the mayor of 塔下村 Taxia Village on @foursquare! https://foursquare.com/v...

February 05 2012

23:30
Ahead Of Its IPO On Th NYSE, Yelp Shows Growing Losses
Picture 1
It may now be obscured by all the hoopla surrounding Facebook's going public, but back in November the popular user-generated review site, Yelp, filed to go public and planned to raise $100 million ahead of its IPO (at an expected $1 to $2 billion valuation). On Friday, Yelp filed an amended S-1 that shows that the company plans to list on the New York Stock Exchange under the symbol "YELP."
23:30
Keep It Simple, Stupid: The Enterprise Version
KISS
Back in 2009, my colleague MG Siegler wrote a brilliant piece titled 'Keep It Simple, Stupid,' which delved into how having a simple and easy to use product is a key formula for winning in the consumer tech space. A few days ago, Greylock Partner John Lilly echoed MG's thoughts, explaining that simplicity is quite simply very hard to beat. While this doctrine has been applied tonconsumer technology products like Dropbox, Gmail, Twitter and most famously, Apple; reinforcing simplicity in the product thought process is becoming an ever-present part of enterprise technology as well.
22:22
Facebook Could Jumpstart HTML5 Platform With App Bookmarks On News Feed
Facebook Mobile App Bookmarks Tall
Facebook's late-comer HTML5 mobile app platform lags way behind the Apple App Store and Android Marketplace. Yesterday I spotted Facebook's latest effort to catch up -- a test showing bookmarks for third-party applications at the top of the mobile news feed. Currently, Facebook buries HTML5 app bookmarks at the bottom of its mobile site's pull-out navigation menu, and only shows them in the iOS or Android Facebook app's search bar. Placing them much more prominently atop the mobile home page could increase engagement -- the first step in attracting developers to the platform and earning money on in-app purchases.
21:21
Apple Schooled Music Execs Then, Here Are The Lessons Online Video Should Learn Now
Screen shot 2012-02-05 at 12.51.08 PM
Apple’s all-in-one physical flat-screen iTV is coming, make no mistake. And, when it does, it will represent Apple’s attempt to reinvent the television experience in much the same way it did for music. But, while media execs were hopelessly naive in Apple's presence back then, they feel they are ready this time. They are determined not to let Apple rule the premium online video world like they did (and still do) for online music. The question is, do they have the will?
20:08
Personalized eCommerce Is Already Here, You Just Don’t Recognize It
big-0
Reading Leena Rao’s recent article on Techcrunch about the personalization revolution, you get the sense that the tech world is waiting for a bus that isn’t coming. Rao quotes well-known industry experts and luminaries describing what needs to happen for e-commerce to finally realize the promise of personalized shopping, a future where online retailers predict what you’ll want to buy before you know yourself. Ironically, Rao and her pundits are missing the zooming racecar that’s speeding by them as they wait for the personalization bus to arrive. That racecar is Pinterest and the new breed of startups marking the beginning of what I call the "Curated Web."
19:18
Bang!
tub
The Artist parades its conceit at every turn of its familiar romance. We're doing this no sound thing for you because it's good for you. Things will work out fine. The dog needs no dialogue. The music tells you what to feel. It's already half over, and besides, it's already better than the last five movies you've seen. Google Search + parades its conceit at every turn. It's free, so we can improve it any way we want. We're already reading everything you write in Gmail, so now we're blurring the metadata into one big data pool so we can better read your mind and sell the results back to marketers. It's OK because Facebook already does this. We'd add all the other networks if they would just let us have their data too. And besides, we're doing this.
19:00
The Future of Peer Review
large_richard
This guest post was written by Richard Price, founder and CEO of Academia.edu — an online community that revolves around researchers and their work. Instant distribution Many academics are excited about the future of instant distribution of research. Right now the time lag between finishing a paper, and the relevant worldwide research community seeing it, is between 6 months and 2 years. This is because during that time, the paper is being peer reviewed, and peer review takes an incredibly long time. 2 years is roughly how long it used to take to send a letter abroad 300 years ago.
Tags: TC
18:35
White House Pushes Green Button To Liberate Your Energy Data
Green Button-1
The future of easy home energy monitoring may be a little bit closer, thanks to a government initiative designed to allow consumers direct access to their energy consumption data. The White House's new Green Button gives utilities a way to simplify and standardize sharing usage statistics with their customers via a one-click download. Two California providers, Pacific Gas & Electric and San Diego Gas & Electric, already launched the feature, adding what is literally a green button to their websites. Utility companies in other regions are expected to implement it within the next year. Customers can click the button to download their personal usage information in one place.
17:25

第二次成功

路過今天的 Inside Salon

近年來除了主協辦的活動之外,幾乎沒有參加本地的網路聚會。難得今天帶小孩參加,但只在外面晃晃,只和一些老友談談。Tempo 提到一些東西,讓我有點感想。

我想到的是第二次「成功」這件事。成功先來定義一下好了:業者自己感覺成功,或是媒體檯面上相傳「成功」,都算。在台灣的網路產業,一般檯面上知道的,從初創到退場,能走完第二次成功的例子不是很多,做電子商務的有一批,然後其他的規模就小的多。檯面下成功的是另外一回事,因為上到檯面被媒體大書特書,對求第二次成功的團隊來說,也不一定是好事。所以一般還沒有進這個產業夠久的朋友,也不會知道誰早就走過好幾輪,不會出現,或是謙遜而已。

有些產業「成功」的脈絡,要預測比較容易,例如小吃餐飲。我有位親戚是這方面的善手,套句網路產業的話,數十年來,怎麼做都能成功的退場。小吃型態的餐飲需要投入的資源比較少,地域的限制也高,顧客的胃口也不會說變就變。飲食跟生物性的因素綁的很緊,所以這部份可以放心。第二次成功的機率,相當大的幅度是取決於業者本身的條件。換句話說,可掌握的因素多,不可抗力的因素,也可以預期。

在台灣,營造和建築或許也是比較容易預測的產業,新竹的那一群也是。但這些成功的「典範」在相當程度上仰賴土地資本的階級分別。土地的進入門檻,一般而言是稍微比較高的。而且土地資本階級這回事,至少也有數千年了吧?若以我等在1970年代後誕生的一代來說,土地的持有是比較難運作的場域,1980年代之後的,現在就更不用說了。1990年代的,吃土吧。

網路產業比較偏向知識經濟,至少和營造業來比是可以站的住腳的。自己搞個營造公司的進入門檻高,對一般年輕人來說,也不是能夠掌握的行業。你當然可以說年輕人本來就應該要到傳統產業先練點經驗再來說說話,但現在都21世紀了,我想,用知識來換取社會地位這件事,應該還是值得鼓勵的吧?

所以就回到的網路產業。如果我們說的是「用知識來換取社會地位」,那麼網路產業是很好的例子。不過網路變化快也不是一兩天的事,能蹲在網路產業「二次成功」的團隊,顯然是有獨到的功夫。在網路產業生態圈龐大許多的美國、中國、日本,我們都可以看到很多的例子。但在台灣,能說的出來的不多。說的出來的,也幾乎都不是檯面上的那回事。

那麼有些台灣的團隊專注於台灣的市場,相當有知識,也有很好執行力,在財務上也還穩健,那麼他們二次成功的機率是否就高些?我覺得,大多數人的心理,都還是不怎麼踏實的。為什麼呢?

這推敲下來也可能是很複雜的。或許可以這樣看,本來這產業就一直處在相對發展的初生階段,遊戲規則尚未建立,再加上網路產業一直不是台灣政府當局十數年來真的放在心上的產業。所以相當程度上,網路產業一直緩慢的在時也、運也、命也的幾個階段中打轉。即便是政策工具的部份有些出路,但「做做樣子」的態度,遠遠壓倒「做出個樣子」的決心。

所以新進來這個產業的,一直在摸索。待久的,最後又繞出去的比較多,成功退場的,少。二次成功退場的,又更少了。三次的應該很稀少,因為網路產業不過十六七年之譜。這時候,類似 Inside Salon 型態的網路聚會,價值就來了。有幾個商業競爭環境下讓心理防線卸去的溝通平台,是很有用的。資訊的互通有無很重要,經驗的互相分享更是重要。有些時候,就只差在知不知道那個環節,有些則是聽了人家這樣講之後,才觸發了突破性的想法。

這一次的聚會,我沒有機會聆聽。有些面孔認識,大約知道是哪些人,也隱約可猜出處在什麼樣的營運階段(有些判斷的工具、訊息管道和產業人脈)。但在過去所參加的聚會當中,比較少聽到的是,怎麼成功的第一次退場,然後又成功的第二次退場。

檯面上而熟能詳的第一次成功,幾乎絕大多數的成功關鍵,都不在於檯面上所看起來的那個樣子。第一次成功的原因,有不少因素是只能歸功於時、運、命這三天綱。要同班人馬再來個第二次成功,有人笑說,這就是真功夫了。意思或許也是說,等你二次成功後,我再投你(苦笑)。我經歷過天時地利人和的那個階段,但若把時間軸拉的短一點,成功的定義縮的小一點,我和我待過的團隊,是失敗的(不過後來發現,其實是成功的,只是自己沒想到)。

長話短說,若能在類似的聚會普遍看到二次退場的例子,那這就是台灣網路產業成功的指標,也是第二次成功的真價值。

題外話,21世紀台灣的資通訊政策應該要往這兩個方向推進:

  • 要讓願意透過知識經濟想要取得社會地位的年輕人受惠
  • 要能二次成功

否則產業轉型只是做做樣子,做久了其他國家有認真在做的,就把你拋在後頭。


Tags: internet
17:00
Designing for Mobile: 7 Guidelines for Startups to Follow
ryan_dogpatch_reasonably_small-12 (1)
As an investor, I’ve seen hundreds of mobile application pitches. And as a consumer, I’ve downloaded hundreds more – some out of curiosity and others in the hope that I’ll find something so useful and exciting that I’ll make room for it on my iPhone’s home screen. From both perspectives, I am rarely excited by download numbers. What gets my attention is engagement: how frequently an application is used and how engaged users are. This ultimately is the barometer for an application’s utility and/or strength of community. And if either of those two factors are strong: growth will certainly come. Just ask Instagram, Evernote, LogMeIn and others.
Tags: Mobile TC
16:21
How Facebook Really Stacks Up Against Pre-IPO Google
Goog vs Facebook pre-IPO
Now that Facebook is preparing the biggest tech IPO in history, it is possible to compare its financials and potential market value to Google's when it went public. At first glance, all of Facebook's numbers look bigger. Its pre-IPO revenues of $3.7 billion in 2011 are more than two and a half times larger than Google's 2003 revenues of $1.5 billion (Google's IPO was in 2004). Facebook's $1 billion in profits is ten times larger than Google's pre-IPO profits of $106 million. And its expected market cap of between $85 billion and $100 billion will dwarf Google's IPO market cap of $23 billion. Facebook, no doubt, will be emphasizing these differences. But in many ways it is a false comparison. Facebook is going public after 8 years as a private company. Google went public much earlier in its development, after 5 full years. So, yes, Facebook at Year 8 is much bigger than Google was at Year 5 of its trajectory. A better way to see how the two companies stack up is to compare their revenues and profits at the same points in their histories.
Tags: Social TC
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