线性资本王淮的逆时代选择丨入局
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Saved by Darren LI
线性资本王淮的逆时代选择丨入局
Rockin’ Across Regions: Analyzing International Deal Flow from Industry Reports, Y Combinator, and…
Tom Whiteblog.stonks.com
有一个问题，我反复跟你们科普，结果我发现不仅普通人不懂，连一些VC都不懂，好像只有高晓松跟我能达成共识：
中国互联网的本质，是吃硅谷的技术剩饭，
但是无论是阿里、拼多多还是抖音，巨头们在对社会和商业革命的角度上，吃的是百年发达的美国消费零售的剩饭，是沃尔玛、costco、bestbuy的剩饭。
一个显而易见的例子是，YouTube在美国靠卖电话卡、保险、大学等等服务行业广告为生，Netflix和HBO靠收会员费为生，
而无论是B站、爱奇艺、腾讯视频等等，靠收会员费都被证明是一条不赚钱的路——人均GDP刚刚1万刀，月薪3000的14亿人口国家，交你妈的会员费呢。
而抖音能成功的原因，是因为它变成了中国四大电商之一，抖音最成功的商业化，就是卖货，
而无论是阿里系，京东，拼多多，抖音，... See more
In the eyes of most analysts, China’s technology industry was destined to play the same role in global AI that it had for decades: that of the copycat who lagged far behind the cutting edge. As I demonstrate in the following chapters, that analysis is wrong. It is based on outdated assumptions about the Chinese technology environment, as well as a
... See moreKai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
