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向美团等大厂学习成熟的accessibility
Bingo night is the new warehouse rave
thefader.com
刷到一篇给美团外卖算账的稿子,很是深入浅出:
- 美团在二级市场的估值只和单一外卖业务挂钩,到店被抖音冲散,买菜疯狂亏钱,新业务不成气候,说以前财报会议上分析师都是「Congratulation 兴哥」开场,现在则回归到了莫得感情的「Good evening management」;
- 抖音做外卖没打过美团后决定撤了,以常识而言这该是利好信号吧,然而并不,资本市场看到的是连抖音都亏不起钱,于是对美团补贴市场的做法更加悲观了;
- 是的,虽然大众谈起美团就是垄断,就是剥削骑手,但所有的数据都证明,美团是在拿自己的现金流给配送业务输血,每送1单外卖,亏的钱从1块钱优化到3毛钱,已经很极限了,但距离盈利还很遥远;
- 外卖业务整体的运营利润率这几年倒是做正了,但是单量规模的提升和单均价格... See more
Many of our behaviors are like memorizing phone numbers, held in place not by desire but by inconvenience, and they’re quick to disappear when the inconvenience does. Getting news from a piece of paper, having to be physically near a television at a certain time to see a certain show, keeping our vacation pictures to ourselves as if they were some ... See more
Clay Shirky • Cognitive Surplus: How Technology Makes Consumers into Collaborators
feasible. The process starts by writing out the obvious steps a user would normally take to complete the action. Make it detailed. List each physical and mental piece of work that’s required,
Stephen Wendel • Designing for Behavior Change: Applying Psychology and Behavioral Economics
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