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产品随想 | 周刊 第54期：愿你坚持走的窄路不觉得孤单

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Business & Market data

Ideas

  • Why Tokyo Works A new book helps explain why Tokyo’s land use and development policies have helped make it an enticing and affordable city https://www.discoursemagazine.com/uncategorized/2022/06/07/why-tokyo-works/
    讲述东京的土地使用，建筑，值得中国的香港，上海学习

  • 供给侧改革：里根的教训与朱镕基的经验 http://www.sctyzx.gov.cn/sj/201605/54249537.html

    • “1981年的诺奖得主詹姆士·托宾曾嘲讽道，里根的经济学不过是一帮打着反凯恩斯旗号的医生开出的一堆凯恩斯式的需求刺激补药，却非要伪装成供给经济学的狗皮膏药。” 把我看笑了
    • “具体而言，就是要对准存在明显供给抑制政策，从而大量有效需求得不到满足的领域，着力破除供给抑制政策，释放有效需求。改革开放30多年，这样的领域虽然越来越少，但显然还是有的，只是这些领域的改革普遍面临着顽固的体制性障碍。” ──这些学者，就是不说出来，具体的障碍在哪里......吐槽之

  • “What Is in Our Interest”: India and the Ukraine War https://carnegieendowment.org/2022/04/25/what-is-in-our-interest-india-and-ukraine-war-pub-86961

    • 正如一位印度学者哈皮蒙·雅各布（Happymon Jacob）所 总结 ，“一个咄咄逼人的俄罗斯是美国和西方的问题，而不是印度的问题。 [The] 北大西洋公约组织（NATO）的扩张是俄罗斯的问题，而不是印度的问题。 印度的问题是中国，它需要美国/西方和俄罗斯共同处理“中国问题”
      ──印度人还真是通透，在理
      希望中国有一天，也能以这样的逻辑，在国际外交上自如斡旋

Tech

Interesting

Words

  • 财新副主编高昱年终总结： “三十年启蒙失败了” https://chinadigitaltimes.net/chinese/662858.html
    “有信，有爱，才有望。坚守和等待的岁月，愿你惦念的人能和你道晚安，愿你坚持走的窄路不觉得孤单。” ——在中国，还是有很大一批人，在努力表达着，共勉
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Interview at the All Things Digital D5 Conference, Steve and Bill Gates spoke with journalists Kara Swisher and Walt Mossberg onstage in May 2007.

Kara Swisher: The first question I was interested in asking is what you think each has contributed to the computer and technology industry— starting with you, Steve, for Bill, and vice versa. Steve Jobs: Well, Bill built the first software company in the industry. And I think he built the first software company before anybody really in our industry knew what a software company was, except for these guys. And that was huge. That was really huge. And the business model that they ended up pursuing turned out to be the one that worked really well for the industry. I think the biggest thing was, Bill was really focused on software before almost anybody else had a clue that it was really the software that— KS: Was important? SJ: That’s what I see. I mean, a lot of other things you could say, but that’s the high-order bit. And I think building a company’s really hard, and it requires your greatest persuasive abilities to hire the best ...
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Commencement Address at Stanford University--“Stay hungry. Stay foolish.”

I am honored to be with you today for your commencement from one of the finest universities in the world. Truth be told— I never graduated from college. This is the closest I’ve ever gotten to a college graduation. Today I want to tell you three stories from my life. That’s it. No big deal. Just three stories. The first story is about connecting the dots. I dropped out of Reed College after the first six months but then stayed around as a drop-in for another eighteen months or so before I really quit. So why did I drop out? It started before I was born. My biological mother was a young, unwed graduate student, and she decided to put me up for adoption. She felt very strongly that I should be adopted by college graduates, so everything was all set for me to be adopted at birth by a lawyer and his wife. Except that when I popped out they decided at the last minute that they really wanted a girl. So my parents, who were on a waiting...
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产品随想 | 周刊 第43期：历史上的今天

Products Huberman Lab   https://hubermanlab.com/ 一款聚焦于健康的播客 今日热榜   https://tophub.today/ 聚合展示，国内各热门榜单，对跟进热点非常有帮助，热点运营的好帮手 SketchyBar   https://github.com/FelixKratz/SketchyBar A highly customizable macOS status bar replacement Mac菜单栏定制 自定义程度很高，看作者展示的案例，暂时没想出这样的好处（不过应用本身的编辑，确实也没啥意义）生命在于折腾吧！ Thanks-Mirror   https://github.com/eryajf/Thanks-Mirror 整理记录各个包管理器，系统镜像，以及常用软件的好用镜像，Thanks Mirror。 Musicn   https://github.com/zonemeen/musicn 一个下载高品质音乐的命令行工具，音乐来源: 咪咕 Planet Minecraft A creative Minecraft community fansite sharing maps, minecraft skins, resource packs, servers, mods, and more. 里面有很多动人的故事 可能是世界上最大的Minecraft社区，从2010年至今 The Uncensored Library   https://www.uncensoredlibrary.com/en blockworks   https://www.blockworks.uk/ "Distinctive maps for Minecraft that have educated players and risen to the level of art" 游戏也可以让人有更高的实现，而不仅仅是沉迷其中，国外游戏厂商比我们做的好太多 Minecraft_Memory_Bypass_GUI   https://github.com/xingchuanzhen/Minecraft_Memory_Bypass_GUI 绕过Minecraft...
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巴菲特致股东信-1976年

 笔记： 为什么选择轻资产行业：当竞争疯狂时，不会强迫加入降价大战 最终选择了费雪的思想，选择能理解的优秀企业，以合理的价格买入并长期拥有 翻译： 雪球：https://xueqiu.com/6217262310/131440258 备份：https://archive.ph/XLK0S 原文： To the Stockholders of Berkshire Hathaway Inc, After two dismal years, operating results in 1976 improved significantly. Last year we said the degree of progress in insurance underwriting would determine whether our gain in earnings would be "moderate" or "major." As it turned out, earnings exceeded even the high end of our expectations. In large part, this was due to the outstanding efforts of Phil Liesche's managerial group at National Indemnity Company. In dollar terms, operating earnings came to $16,073,000, or $16.47 per share. While this is a record figure, we consider return on shareholders' equity to be a much more significant yardstick of economic performance. Here our result was 17.3%, moderately above our long-term average and even further above the average o...
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巴菲特致股东信-1973年

 笔记： 在上一年度预测的今年竞争加剧导致利润下滑，真的发生了 翻译Link： 雪球：https://xueqiu.com/6217262310/131257618 备份：https://archive.ph/KIfdT 原文： To the Stockholders of Berkshire Hathaway Inc.: Our financial results for 1973 were satisfactory, with operating earnings of $11,930,592, producing a return of 17.4% on beginning stockholders' equity. Although operating earnings improved from $11.43 to $12.18 per share, earnings on equity decreased from the 19.8% of 1972. This decline occurred because the gain in earnings was not commensurate with the increase in shareholders' investment. We had forecast in last year's report that such a decline was likely. Unfortunately, our forecast proved to be correct. Our textile, banking, and most insurance operations had good years, but certain segments of the insurance business turned in poor results. Overall, our insurance business continues to be a most attractive area in which to employ capital. Management'...
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巴菲特致股东信-1975年

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Steve Jobs introduced the iPhone on January 9, 2007.

This is a day I’ve been looking forward to for two and a half years. Link Every once in a while, a revolutionary product comes along that changes everything. And Apple has been— well, first of all, one’s very fortunate if you get to work on just one of these in your career. Apple’s been very fortunate. It’s been able to introduce a few of these into the world. In 1984, we introduced the Macintosh. It didn’t just change Apple, it changed the whole computer industry. In 2001, we introduced the first iPod, and it didn’t just change the way we all listen to music, it changed the entire music industry. Well, today, we’re introducing three revolutionary products of this class. The first one is a widescreen iPod with touch controls. The second is a revolutionary mobile phone. And the third is a breakthrough internet communications device. So, three things: a widescreen iPod with touch controls; a revolutionary mobile phone; and a breakthrough internet communicat...
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产品随想 | 周刊 第90期：史家之绝唱，无韵之离骚

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巴菲特致股东信-1974年

 笔记： 价格战企业的逻辑：需要降价获取销量--->需要降低成本--->怎么降？扩大规模以摊低成本--->提高固定资产投入--->净资产回报率会降低 翻译： 雪球：https://xueqiu.com/6217262310/131257947 备份：https://archive.ph/5CEP6 原文： To the Stockholders of Berkshire Hathaway Inc.: Operating results for 1974 overall were unsatisfactory due to the poor performance of our insurance business. In last year's annual report some decline in profitability was predicted but the extent of this decline, which accelerated during the year, was a surprise. Operating earnings for 1974 were $8,383,576, or $8.56 per share, for a return on beginning shareholders' equity of 10.3%. This is the lowest return on equity realized since 1970. Our textile division and our bank both performed very well, turning in improved results against the already good figures of 1973. However, insurance underwriting, which has been mentioned in the last several annual reports as running at levels of unsustainable profitability, turned dramatically worse...
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Interview with Steve Jobs, WGBH, 1990

Interviewer: what is it about this machine? Why is this machine so interesting? Why has it been so influential? Jobs: Ah ahm, I'll give you my point of view on it. I remember reading a magazine article a long time ago ah when I was ah twelve years ago maybe, in I think it was Scientific American . I'm not sure. And the article ahm proposed to measure the efficiency of locomotion for ah lots of species on planet earth to see which species was the most efficient at getting from point A to point B. Ah and they measured the kilocalories that each one expended. So ah they ranked them all and I remember that ahm...ah the Condor, Condor was the most efficient at [CLEARS THROAT] getting from point A to point B. And humankind, the crown of creation came in with a rather unimpressive showing about a third of the way down...
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