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- 今朝888今朝888
  ·2020-09-05
  $微软(MSFT)$$IBM(IBM)$任何关于科技领域“统治”的讨论都涉及三个时代：IBM时代，微软时代和现在。这么说的话，像谷歌和苹果这样的公司可能就统治着现在，但IBM和微软当年也是如此，今天的公司也会像他们一样，随着统治时代的过去也会黯然失色。代际变化的驱动力是范式转移：从大型计算机到个人电脑，从桌面应用程序到网络，先是在个人电脑上，然后又在网络上。每一次转变都会有一家新的公司占据主导地位，那下一次转变到来的时候，新的公司也会崛起。（透镜社文章编译节选）
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- 今朝888今朝888
  ·2020-09-02
  $中国有赞(08083)$$Shopify Inc(SHOP)$有赞可以对标shopify，市场对于shopify到底有多少真正的商家确实存在质疑。往大了说，这其实是一个互联网到底有多大的问题。作为投身于互联网的人来说，他的假设肯定是互联网要比任何一个可以想象的市场都要大很多，我愿意站在Shopify的这一边。同样的，我可以理解对于那些拥有以零边际成本拓展业务至全球能力的企业来说，在拓展业务的同时就会有大量的无价值的内容不断的产生，在这些内容中提取有用信息是需要付出隐形成本，这种模式在传统的出版模式中永远活不下去。我觉得同样的概念也适用于电商，最终反应到shopify上。(透镜社编译文章节选）
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