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产品随想 | 周刊 第41期：君子不立于危墙之下


Products

Citizenship Consciousness & Privacy

Economy

Business & Market data

  • 腾讯控股2021年报简析 https://mp.weixin.qq.com/s/EcwItD-x4Py24ZYvureubw
    值得再看看，毕竟是中国目前，除了茅台，最有投资价值的公司

  • 中国仅有不足10%的家庭拥有金融资产，并且在这不足10%的人群里，金融资产的分布也是高度集中于前1%的家庭。
    有意思的，越有钱的人，可能持有更多的金融资产

  • 据知名咨询机构Frost&Sullivan预计，全球FPGA市场将从2021年的68.6亿美元增至2025年的125.8亿美元，年均复合增长率约16.4%。
    FPGA市场份额不大，但却又至关重要

  • How Shein beat Amazon at its own game – and reinvented fast fashionHow Shein beat Amazon at its own game – and reinvented fast fashion https://www.theguardian.com/fashion/2021/dec/21/how-shein-beat-amazon-at-its-own-game-and-reinvented-fast-fashion
    卫报视角的Shein

  • The lived experiences of creators tell the story: 90% of streaming royalties on Spotify go to the top 1.4% of musicians. The top 1% of all streamers earn more than half of all revenue on Twitch. 1% of podcasters claim the majority of podcast ad revenue.
    弱AI分发（强社区）的平台，都有这类问题

  • YouTube 每月有超过 20 亿活跃用户。 Facebook 拥有近 30 亿用户。 Spotify 有 3.65 亿。IG有20亿

  • This matters in an immediate sense because advertising & marketing is a $1tr industry, a third of it is now online, and it’s the single most important lever for ecommerce on one hand and the growth of new brands and new competitors on the other.

  • 微软收入构成：服务器产品与云服务1/3，办公产品与云服务1/4，Windows操作系统1/8，游戏1/10

  • 快手在2017年3月获得由腾讯领投的3.5亿美元，到2017年11月，日活突破1亿人，总注册用户突破7亿人，仍然占据短视频领域的头把交椅。
    为什么后面快手被抖音反超？一直没有搞明白

Ideas

  • Snowflake与数据仓库正在经历的大飞跃 https://mp.weixin.qq.com/s/_nWgFVWIgulqyyYQlvZqjg
    了解更多Snowflake的逻辑

  • Kyth：我觉得 Discord（一家国外内容公司）的会员模式非常好，几乎是通过没有影响任何用户体验的方式来做商业化。它有类似豆瓣小组的社群，一开始所有人只能建 1000 人的社群，之后社群成员可以众筹资金给站方，站方就能把社群扩充成 10000 个人的体量。相当于一种社群能量变现。

  • 对话小宇宙：用轻盈的方式「对抗」令人疲惫的时代 https://mp.weixin.qq.com/s/cNL0rpHD08jx2-6ED80iTQ
    很轻盈的一篇用户访谈，读著有种简单、淡然，没有太多互联网的浮躁

Tech

Interesting

History

  • 大英帝国的最大面积曾达3400万平方公里
    加拿大，美国，新西兰的发展底子，都是英国留下来的；印度最惨，全是被剥夺，没好东西留下（可能民主制度，算一项？不大确定）

Words

  • 一个想要解决地球级别问题的人 https://mp.weixin.qq.com/s/Hx6uOR0DaOxq_Lj0xYW_Nw
    有网大为这个级别的人，在尝试、推动做一些对地球、未来有益的事情，真的非常棒
    把钱交给腾讯管理，我感觉心安

  • 不过采访中看出我窘迫的郭去疾淡然笑笑，安慰说，如果大家都能看懂CEO的思路，还要CEO干嘛呢。

  • 现在在一线城市持有黄金地段高单价小面积房产的人就别为了自住换大房子了，宁肯另外租房自住。十年后资产价值会大相径庭。 ——知乎网友https://www.zhihu.com/people/lu-lu-68-72

  • 老子曾提出“人之初，性本善”，这个善不是善良的意思，而是完善的意思。
    原来一直被误读

  • “君子不立于危墙之下”

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