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《Becoming Steve Jobs》Chapter 15 The Whole Widget


  • What the world did see was an effective and visionary leader at the height of his powers. These were complicated years for Apple, but Steve handled almost every challenge in exactly the manner he wanted. He had fallen into leadership at such a young age, but he was comfortable in that role now, and justifiably sure of his capacity to guide Apple’s tens of thousands of employees to the goals he set for them. During these years, he would ensure the company’s continued success in personal computers by engineering a deft switch to a new kind of microprocessor; ruthlessly and successfully managing some major transitions in his executive team; and optimizing and building upon the efficiency and ambition of the company’s product development “treadmill,” as Tim Cook describes it. This is also when he delivered what is likely to be remembered as the most notable product of his life, the iPhone, and then improved even that by pivoting once again into a strategy he personally had not wanted to pursue, thereby transforming the application software business in an almost Gatesian fashion.

  • These are the years when he got almost everything right. They are also the years that show most completely how he had changed, and that manifest the prolifically creative person and the genuine business genius he had become. “I am who I am,” Steve liked to say. This was most true during the last seven years of his life.
    我就是我,谁有如此这般的勇气和胆量? I am who I am

  • AFTER HIS FORAY into music, Steve knew that even he had underestimated the potential of a digital hub of Apple products linked to a computer. As the world of computers subsumed the world of consumer electronics, Apple steadily improved the experience of enjoying and managing music, photos, and videos on personal electronic devices, making the various technologies coherent in a way that no other company came close to matching. Apple promised to provide a simple and yet magical (to use one of Steve’s favorite adjectives) encounter with technology at every stage, as opposed to the disjointed and geeky mess that served mainly to confuse consumers when they tried to coordinate products from different companies. Purchasing music or computers from Apple online was almost too easy, while shopping in the company’s gleaming glass emporiums, staffed with all those smart young men and women and the whiz kids at the Genius Bar, could be a form of entertainment in itself. Apple was even starting to do a pretty good job of tying it all together via Wi-Fi, although this was the trickiest link in the continuum. Steve embraced the marketing adage that every single moment a consumer encounters a brand—whether as a buyer, a user, a store visitor, a passerby seeing a billboard, or someone simply watching an ad on TV—is an experience that adds either credits or debits to the brand’s “account” in his imagination. The “Apple experience” was an unprecedented merger of marketing and technology excellence that made customers want to come back for more.

  • THE FIRST TIME Steve ever railed on to me about “the stupid carriers” was back in 1997. That’s how long he had been thinking about a phone, even though he swore again and again that he’d never do business with “those bozos.” I once said to him, “Steve, methinks you doth protest too much! You sure seem to be thinking about this a lot.” He didn’t laugh. He just got angrier. “Yeah, I do think a lot about what a crock of shit it is,” he ranted, “that our only choice if we want to get into the phone handset business is to work with one of the goddamn telecom carriers.” When Steve agreed to launch the ROKR, Motorola was the one that dealt primarily with the carriers. The disappointing experience reinforced Steve’s belief that the carriers always stiffed handset makers. Nevertheless, the carriers held the keys to a market he couldn’t ignore. By 2004, worldwide unit sales of cellphone handsets already had topped 500 million units a year, dwarfing unit sales of PCs and iPods and PDAs combined. And they were growing.
    所以看似是2005年才启动iPhone的开发,但其实脑海里的思考,远在1997年之前就已经开始

  • Cue and Jobs knew there was one big obstacle to negotiating a successful deal: Steve wanted Apple to have complete control over the handset. Since the phone was also going to be a top-notch iPod, and an Internet client, and a serious computing device, the user experience would be critical to its success. The multi-touch interface on the iPhone would be utterly different from anything consumers had experienced before. Furthermore, if websites were going to display at a big enough size for consumers young and old, the screen would have to take up virtually the entire front surface of the phone. All of this was doable, Steve thought—but only if the carriers kept their hands off his design. Finally, Steve knew the team would go through a few designs before getting it perfect; Apple needed the freedom to experiment without anyone second-guessing its engineers. So any carrier that committed to a deal would have to do so without knowing all of the specifics of what kind of phone Apple would finally deliver.

  • “We actually knew Verizon better than we knew ATT , ” r e c a l l s C u e . \left( A t t h e t i m e , C u e w a s d e a l \in g{w} i t h C \in g{\underline{a}} r , a j \oint v e n t u r e o f{B} e l l S o u t h \quad\text{and}\quad S B C t \hat{b} o u g{h} t A T \right.T Wireless in 2004. In 2006, after SBC acquired ATT C \quad\text{or}\quad p . \quad\text{and}\quad B e l l S o u t h , i t c h a n \ge d i t s n a m e \to A TT.) “We knew Verizon because we had consulted them when we did the deal with Motorola for the ROKR, even though they didn’t end up selling the phone. When we went back to them to talk about our own phone, they were pretty tough. They thought cellular was their playground. Sort of like, ‘You’re gonna play our game by our rules.’ And they were pretty powerful. So when you looked at what we wanted to do, it didn’t match well, because they said, ‘Whaddya mean, you’re gonna control the phone’s UI?’ ”

  • ATT ’ s w i r e \le s s e x e c u t i v e s w e r e n ’ t \ne a r l y a s \to u g{h} . T h e y h a d m \quad\text{or}\quad e c u s \to m e r s t h a n V e r i z o n , b u t t h e i r \ne t w \quad\text{or}\quad k w a s d e r i d e d f{\quad\text{or}\quad} i t s s p o \mathtt{y} c o v e r a \ge . S o w h e n C u e \quad\text{and}\quad J o b s c a m e f{\quad\text{or}\quad} a v i s i t , t h e r e s \underline{t} s w e r e d \iff e r e n t . “ W h e n w e w e n t \to s e e \left[ A T \right.T],” says Cue, “we spent four hours with Ralph de la Vega and Glenn Lurie in a room in the Four Seasons. And right off we really liked them. You could tell they were hungrier and wanted to show what they were capable of. So we started a relationship that same day.”

  • Steve regaled the ATT f{o} l k s w i t h t h e m y r i a d w a y s t h e i P h o \ne w o \underline{d} s e n d c o n \sum p t i o n o f{w} i r e \le s s d a t a b \quad\text{and}\quad w i dt h s o a r \in g , p a \int \in g{a} v i s i o n t \hat{m} a d e t h e m s a l i v a t e . F \quad\text{or}\quad t h e f{i} r s t t i m e , h e \exp{l} a \in e d , c o n \sum e r s w o \underline{d} h a v e a d e v i c e \in t h e i r h \quad\text{and}\quad t \hat{c} o \underline{d} d o \mu c h o f{w} \hat{t} h e y c o \underline{d} d o o n t h e i r d e s k \top c o m p u t e r . T h e i P h o \ne ’ s b i g{\to} u c h s c r e e n w o \underline{d} m a k e u n \operatorname{mod} \quad\text{if}\quad i e d , f{\underline{l}} - f{e} a t u r e d I n t e r \ne t w e b s i t e s u s a b \le j u s t a b o u t a n y w h e r e . C o n \sum e r s w o \underline{d} d o w n l o a d \quad\text{and}\quad s h a r e p h o \to g{r} a p h s , w h i c h a r e r i c h w i t h d a t a . T h e y w o \underline{d} s p e n d l o t s o f{t} i m e d o \in g{e} m a i l . T h e y c o \underline{d} e d i t d o c u m e n t s \quad\text{or}\quad m a n a \ge \in f{\quad\text{or}\quad} m a t i o n a b o u t t h e i r s a \le s c o n t a c t s r e m o t e l y , r i g{h} t o n t h e p h o \ne , b y \int e r a c t \in g{w} i t h e i t h e r b u i \lt - \in a p p l i c a t i o n s \quad\text{or}\quad o v e r t h e I n t e r \ne t , w i t h s p e c i a l i z e d w e b s i t e s t \hat{w} \quad\text{or}\quad k e d r e g{a} r d \le s s o f{w} h e t h e r t h e u s e r ’ s m a \in c o m p u t e r w a s a P C \quad\text{or}\quad a M a c . T h e y w o \underline{d} p u r c h a s e \quad\text{and}\quad d o w n l o a d \mu s i c \mathfrak{o} m t h e i T u \ne s s \to r e . T h e y c o \underline{d} t e x t e a s i l y . A n d t \hat{w} a s a l l w i t h o u t e v e n m e n t i o n \in g{v} i d e o ! O n c e p e o p \le \star t e d l \infty k \in g{a} t v i d e o s \quad\text{and}\quad m o v i e s o n l \in e , d a t a u s a \ge w o \underline{d} s k y r o c k e t . M a y b e s o m e d a y t h e y ’ d m a k e v i d e o p h o \ne c a l l s . H e \to l d t h e m a b o u t a s i t e t \hat{h} a d j u s t \star t e d u p \in F e b r u a r y , s o m e t h \in g{c} a l \le d Y o u T u b e , w h e r e p e o p \le u p l o a d e d \quad\text{and}\quad s h a r e d v i d e o c l i p s w i t h a n y o \ne e l s e o n l \in e a r o u n d t h e w \quad\text{or}\quad l d . M a y b e t \hat{\to} o w o \underline{d} t u r n \int o s o m e t h \in g{b} i g{!} T h i s i s w \hat{A} TT had to look forward to, he explained—being the carrier for all these kinds of new activities. And Steve had learned something else along the way, he told them. He knew that once you made this kind of powerful technology available to the world, it would take off in ways you couldn’t predict, in ways that even he couldn’t predict. Surely those developments, too, would drive usage of the AT&T wireless network.
    好厉害的Vision
    而且如此早期就看到的YouTube的机会点,可能真的只有Gates的Vision,能够和乔布斯相比

  • This was why Steve had one other demand above and beyond having total control of the design and manufacture and sales price of the phone. If Apple’s phone was going to be an instrument that drove consumption of wireless data, Steve felt that his company also should be compensated for bringing the carrier the extra business. So if AT&T wanted the right to be the initial, exclusive carrier for the iPhone, it would have to pay Apple a sales commission for the added data traffic the iPhone would inevitably foster. In other words, Steve wanted a piece of the carrier’s action. After all, Apple kept 30 percent of the take on anything sold in the iTunes Music Store. So why not do the same thing with phone data carriage fees?
    哇,好厉害的商业判断技巧!!!

  • All in all, his demands were every bit as bold as the vision he painted. But ATT c o \underline{d} s e e t \hat{t} h e i P h o \ne m i g{h} t g{i} v e i t s \ne t w \quad\text{or}\quad k a h i g{h} l y \ne e d e d b \infty s t , \quad\text{and}\quad s o m e t h \in g{e} l s e n o \ne o f{i} t s c o m p e t i \to r s c o \underline{d} c l a i m — a p h o \ne \mathfrak{o} m w \hat{h} a d b e c o m e t h e h o \mathtt{e} s t g{a} d \ge t m a \nu f{a} c t u r e r \in t h e w \quad\text{or}\quad l d . S o i t w a s w i l l \in g{\to} s t r i k e w \hat{} , \in h \in d s i g{h} t , s e e m s l i k e a n e x t r a \quad\text{or}\quad d \in a r y d e a l f{\quad\text{or}\quad} A p p \le . S t e v e g{o} t a l l t \hat{h} e w a n t e d , \quad\text{and}\quad p e r h a p s a l i \mathtt{\le} b i t m \quad\text{or}\quad e t h a n h e s h o \underline{d} h a v e . A TT gave Apple unprecedented freedom to produce, almost sight unseen, whatever phone Steve and his wizards wanted to make. It allowed Apple to set the price for the new phones, which AT&T could not change or discount. And, last but not least, the Cupertino company would receive up to about 10 percent of the data carriage revenues a user generated each month, for the duration of that customer’s iPhone service contract. These were terms no handset maker had ever received. Never had a carrier shared its fees with a telephone manufacturer.

  • STEVE WAS DEEPLY focused during these years. He had pared his life down so that he could be as expansive as possible in very specific aspects of his work. The dividing lines were clear. Family mattered. A small group of friends mattered. Work mattered, and the people who mattered most at work were the ones who could abet, rather than stifle, his single-minded pursuit of what he defined as the company’s mission. Nothing else mattered.
    真正专注在重要的事情与东西上

  • “When we visited Pixar with the first model of the iMac, it was a revelation, because I didn’t know Steve very well, even then,” says Jony. “But to hear his introduction of me to the whole of Pixar, I realized that he really understood what I was trying to achieve at an emotional level. At some level, he knew what I was trying to articulate.”

  • As Steve spoke, it became clear to Jony that he had an even more sophisticated and intuitive sense than Jony did of why the unusual new design made sense. This was before the product had been announced or shown to anyone else outside Apple. “He could do that,” Ive continues. “He could refine and describe ideas so much better than anyone else could. I think very quickly he understood that I had a specific proficiency in terms of having good taste and understanding of aesthetics and form. But one of my problems is that I’m not always as articulate as I would like to be. I can feel things intuitively, and Steve could sense the full meaning of what I was getting at. So I didn’t have to justify it explicitly. And then what would happen was I would then see him articulate those ideas but in a way that I was completely incapable of doing. And that’s what was so amazing. I learned, I got better at it, but obviously I was never ever in his league.”

  • But integrating these faster cycles into the company’s routine was a deeply satisfying challenge, Jony contends. “I’ve always thought there are a number of things that you have achieved at the end of a project,” he says. “There’s the object, the actual product itself, and then there’s all that you learned. What you learned is as tangible as the product itself, but much more valuable because that’s your future. You can see where that goes and demand more of yourself, being so unreasonable in what you expect of yourself and what we expect of each other, that it yields these even more amazing results, not just in the product but in what you’ve learned.”
    过程本身也是一种收获,并且这种收获是可以持续到将来的

  • Ive believes that the lessons gained from each successive product development cycle fueled Steve’s unquenchable restlessness. Each product somehow fell short, which meant that the next version not only could be better but had to be better. Looking at their work this way, Steve turned the incremental development of products into an ongoing and impossible quest for perfection. What got left out of each product merely served as the basis for the next, improved edition. Steve always wanted to look forward, and the completion of a device was just one more call to the future.
    禅宗的思想

  • Ive, like Cook and Laurene, believes Steve came back from his 2004 cancer operation more focused than ever. “I remember walking and us both being in tears very, very early on, wondering whether he would see Reed graduate,” he says. “At one level there was a daily ‘What did they say? What did the tests show?’ conversation.” But Ive doesn’t think cancer is what motivated Steve during the incredibly productive end of his life. “I think it’s hard to maintain a singular focus in reaction to an illness that lasts many, many years,” he continues. “There were other things beside his illness that motivated him to focus more intensely on his work. Things like selling product in very high volume for the first time in the company’s history. I’m talking about selling tens or hundreds of millions of units of a single product. That was a huge change for Apple.

  • “I remember a conversation in which we talked about how do we define our metrics for feeling like we have really succeeded? We both agreed clearly it’s not about share price. Is it about number of computers we sell? No, because that would still suggest that Windows was more successful. Once again, it all came back to whether we felt really proud of what we collectively had designed and built. Were we proud of that?
    “There was definitely pride, in that the numbers reflected that we were doing good work. But also I think Steve felt a vindication. This is important. It wasn’t a vindication of ‘I’m right’ or ‘I told you so.’ It was a vindication that restored his sense of faith in humanity. Given the choice, people do discern and value quality more than we give them credit for. That was a really big deal for all of us because it actually made you feel very connected to the whole world and all of humanity, and not like you’re marginalized and just making a niche product.
    “There were many things that overlapped or aligned to make Steve much more sharply focused than before,” he concludes. “One was his illness, but one was an unprecedented momentum as a business that none of us had ever felt before. Feeling that momentum was as important as his illness to his creativity and success, because the excitement was still fresh.”
    果然还是Jony更加了解乔布斯,说出来的感受,非常非常贴切

  • By the time the two got around to focusing on the iPhone, Steve had become closer to Jony than anyone he had ever worked with. “The bond became so strong between us,” says Ive. “We could just be honest and straightforward and not have to articulate precisely why this is a good idea or why this is a valuable idea. And we also were honest enough to be able to say ‘Nah, that’s a terrible idea,’ without worrying about each other’s feelings so much.”

  • The truth was simpler than that. Steve prioritized ruthlessly, in just about every aspect of his life. To maintain his focus, Steve made clear decisions about what mattered and what didn’t. His time and friendship and discussions with Jony mattered, even at the expense of other relationships. It proved to be a relationship that was as expansive as Steve’s ambition.
    生命里的优先级管理,其实就是自己的时间花费,如何度过自己的一生,选择和谁度过自己的一生

  • “The main reason we were close and worked in the way we did was that it was a collaboration that was based on more than just the traditional view of design,” Ive says. “We both perceived objects in our environment, and people, and organizational structures intuitively in the same way. Beauty can be conceptual, it can be symbolic, it can stand as testament to progress and what humankind has managed to achieve in the last fifteen years. In that sense, it could represent progress, or it could be something as trivial as the machined face on a screw. That’s why we got on well, ’cause we both thought that way. If my contribution was simply to the shapes of things, we wouldn’t have spent so much time together. It makes no sense that the CEO of a company this size would spend nearly every lunchtime and big chunks of the afternoon with somebody who just was preoccupied with form.
    “Honestly, some of the loveliest, strongest, most precious memories are those of talking at a level that was very abstract. He and I could talk philosophically about aspects of design in ways we wouldn’t with other people. I would get self-conscious if I had to talk in such philosophical terms before a group of engineers, who are brilliantly creative, but when you go on and on about the integrity and meaning of what they are building, well, that’s just not their focus. There were times when Steve and I would talk about these things and I could see in people’s eyes that they’re thinking, Oh, there they go again.
    “But then we also talked about the very particular. I would say to him ‘Look. This is how we’re designing this bracket.’ Then I’d watch him take his glasses off, because he couldn’t see for shit, and I’d watch him just enjoy the beauty of all that’s inside. Even things like those special screws.”
    旁人确实听不懂,哈哈哈
    过于真实

  • Steve had never liked to “pre-introduce” a product in this way (with the exception of major operating system upgrades). There was always the possibility that the software or the screen or something else might wig out during the demo, and he also worried about tipping his hand too early in a highly competitive business. But Steve had three good reasons for pre-announcing the iPhone. The first was that he had to finally show AT&T something. The company had seen nothing for years—no mock-ups, no prototypes—and it had a clause in its deal that allowed it to pull out if Apple failed to meet certain development milestones. That was unlikely to happen, but he couldn’t take any chances. Second, as Lee Clow observed, Steve was P. T. Barnum incarnate. He loved the element of surprise when he debuted a product. While Apple had remained poker-faced on the subject of a phone for nearly three years, he wasn’t sure he could preserve a cone of silence for another few months. The iPhone would need to be tested by employees out in the real world, and sooner or later one would be spotted. He preferred to control the message. Finally, the January MacWorld confab was by far the best showcase for Steve; not only did he own the forum, but his announcement would upstage anything coming out of the Consumer Electronics Show in Las Vegas, where other handset makers would be showing off their wares. He wanted to steal their headlines.
    原来有这么多的考量
    1)给ATT看到干货; 2)可能无法再保密更久,还不如自己演示;3)在自己的舞台上抢别人的头条;4)非常渴望赶紧展示给世界

  • There was one other reason to make the announcement early, on the very best stage available: Steve and his team knew, in their bones, that the iPhone was something truly special. They were eager to show the world. Eddy Cue recalls: “iPhone was the culmination of everything for Steve, and of everything I had learned. It was the only event I took my wife and kids to because, as I told them, ‘In your lifetime, this might be the biggest thing ever.’ Because you could feel it. You just knew that this was huge.”

  • Why wasn’t Apple allowing software developers to build applications for the iPhone? After all, it was as powerful a computing device as an early Mac or PC, wasn’t it? I mentioned that Google Maps and the YouTube video-viewing app both demonstrated that it was perfectly possible to “open up” the iPhone to third-party software developers. “We had to help them build those apps, you know,” Steve said. “So we know what went into them.” Then he said he was concerned about how third-party apps could be vetted and policed, to make sure there would be no chance of software viruses infecting the phones. “We want to understand better how apps affect the network, too, before we throw things wide open,” he added. “We don’t want to create a monster.” He also suggested that if developers really wanted to create custom applications for the device, they could always design special websites that would perform the computing tasks on Web servers, with the phone acting simply as a terminal.

  • John Doerr had never had direct business dealings with Apple, but he knew all the main players there and was tapped into everything in Silicon Valley. Steve had first showed him an iPhone several months before they shipped. Doerr immediately asked Steve the very same question: Why wasn’t he allowing third-party applications? “At the end of that conversation, I said, ‘Look, I disagree with you,’ ” Doerr recalls. “ ‘And if you ever do decide you want to put applications on it, I’d like to form a fund to encourage people to build them. I think there’s a big opportunity there.’ He said, ‘Okay, I’ll call you back if we change our mind.’ ”
    优秀的投资人,总是非常敏锐,能一眼看到机会

  • Apple and AT&T sold about 1.5 million units in the first quarter the iPhone was on sale, but they probably could have sold many more. Between its cellular woes and the absence of more applications like the ones supplied by Apple and Google, the iPhone proved to be a tougher sell than many would have imagined. People had expected something that would support video games and reference books and fancy calculators and word processors and financial spreadsheets right out of the box. The phone they got couldn’t yet do that.

  • In the fall of 2007, Doerr got a phone call. “From out of the blue, Steve said, ‘I think we should talk. Come on down to Cupertino and tell me about this fund idea that you have.’ So I went to work, and we hastily pulled some materials together and proposed something we called the iFund. I told him we’d commit fifty million dollars to it. Scott Forstall, the Apple guy then in charge of the iPhone operating system, was in the meeting. He said, ‘Come on, John, fifty million dollars? Surely, you could do a hundred.’ So we bumped it up to one hundred million.”
    原来机会是这么来的

  • In November, just over four months after shipping its first iPhone, Apple revealed that it would make available a software development kit for anyone who wanted to develop apps. “That’s when we knew Steve had finally come to see the light,” Gassée says. “Suddenly, that was all anyone was talking about in the Valley and in the VC community. Hundreds of little guys signed up, and the race was on. Then they announced the App Store. And then they released the iPhone 3G [the second version, which shipped in July 2008, and had better wireless and a faster microprocessor]. It was only then that the iPhone was truly finished, that it had all its basics, all its organs. It needed to grow, to muscle up, but it was complete as a child is complete.”
    令人振奋的16年,2006-2023!
    AI时代,我相信会有更多的机会点!

  • IN THE EIGHT years since that January 2007 MacWorld, Apple has sold more than a half billion iPhones. It is the most successful, most profitable consumer electronics product ever, by just about any measure—units sold, dollars of profit generated, number of global carriers that sell it, the number of apps written for it. When you think of it, who sells a half billion of anything costing hundreds of dollars? Sure, Procter & Gamble sells billions of tubes of toothpaste and Gillette sells billions of razor blades. But those don’t come with two-year service contracts that can effectively drive the price of ownership to nearly $1,000 over the life of the product.
    确实,想清楚这一点后,再去思考为什么巴菲特持有苹果股票,也就没那么奇怪了

  • Google understood this, and within eighteen months developed Android, a free knockoff of the iPhone’s operating system software that powered phones made by the likes of Samsung, LG, HTC, and later an upstart Chinese handset maker named Xiaomi.
    原来Google在18个月后,就开发出了Android,行动力非常高

  • Marc Andreessen, the cofounder of Netscape who has become a highly successful Silicon Valley venture capitalist, calls the introduction of the iPhone a seminal event that “flipped the polarity” of what makes Silicon Valley go. Once upon a time, wealthy entities like the military and big corporations drove technological change. They were the only ones who could afford machines with leading-edge components. No more. Now it’s consumers like you and me who lead the way. “The scale economics are gigantic, since these are being sold in such volume,” says Andreessen, whose shaved head looks like an artillery shell, and who talks like a machine gun spraying clipped, staccato bursts of forward-thinking analysis. “We’re talking eventually billions of these things. As a result of that, the smartphone supply chain is becoming the supply chain for the entire computing industry. So the components going into the iPhone [like Corning’s Gorilla Glass, and especially the cellular microprocessors based on a design by ARM Holdings, a British firm] are going to take over computing. By end of decade, even servers will be ARM-based, because the scale economics will be so great that anything else will not be able to compete.”
    原来Marc Andreessen在这么多年前,就已经能够看到ARM可能因为规模经济,而最终会替代Intel,成为服务器端的霸主

  • In other words, Steve had just turned the computer industry on its head. The iPhone marked the emergence of a new form of computing that was more intimate than what had been called personal computing. “My theory about the turnaround of Apple is that what they have accomplished is relatively underappreciated,” says Andreessen. “Mac, iPhone, and iPad are all Unix supercomputers packaged into a consumer form factor. That’s basically what they did. That’s the part that nobody talks about, because everybody’s so design-obsessed.” He leans forward to drive home his point. “That iPhone sitting in your pocket is the exact equivalent of a Cray XMP supercomputer from twenty years ago that used to cost ten million dollars. It’s got the same operating system software, the same processing speed, the same data storage, compressed down to a six-hundred-dollar device. That is the breakthrough Steve achieved. That’s what these phones really are!”
    好厉害的Insight
    我非常认同Marc Andreessen,许多人认为苹果厉害在硬件设计,但其实皇冠在操作系统

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Cromite   https://github.com/uazo/cromite Cromite a Bromite fork with ad blocking and privacy enhancements; take back your browser! awesome-shizuku   https://github.com/timschneeb/awesome-shizuku Curated list of awesome Android apps making use of Shizuku KernelSU   https://github.com/tiann/KernelSU A Kernel based root solution for Android Love, Hate or Fear It, ​​TikTok Has Changed America   https://www.nytimes.com/interactive/2024/04/18/business/media/tiktok-ban-american-culture.html?unlocked_article_code=1.mE0.DpEZ.VWmNssw5B6_c "My model for business is The Beatles.There were four guys who kept each others, kind of, negative tendencies in check. They balanced each other, and the total was greater than the sum of the parts. And that's how I see business. You know, great things in business are never done by one person. They're done by a team of people. "Our motivation is simple--we want to provide the most advanced and innovative platform to our developers, and we wa...

产品随想 | 读《中国是部金融史》:第一章 此朝无钱胜有钱(周朝)

第一章 此朝无钱胜有钱(周朝) 姬旦选择了当时最有效、最简单的统治方式—一封建:为确保对国家的统治,姬且共封七十一国,其中姬姓五十三国,封国在地方替周王管理属国。 封建封建,封而建之。 对权力没有任何制约的西周,“王德〞是封建统治者最后的底线。这种“王德”对天命的畏惧延续了周王朝近千年的生命,此后,无论春秋五霸如何强盛,都只能挟天子以令诸侯,再强的诸候都必须获得王室认可。这一点,颇类似于西欧或者日本王位干年一系,绝不是“皇帝轮流做,明年到我家”的强盗逻辑。 司马迁之所以大骂周厉王,原因还在于周厉王推行了“专利”制度。其实,西周铭文甚至后世典籍始终都没说清楚究竟周厉王的“专利”是个什么东西,只是说他“专山林川泽之利”。周厉王很可能把诸候的山林川泽收归国有(自己所有),凡是在山上砍柴的、打猎的都要向王室纳税。看起来,周厉王敛财是确定无疑的,所以,司马迁认为此人是一个暴君。不是周厉王贪婪,而是王室实在太穷了。 西周王室失去了财富、失去了王德,也很快会失去江山。 失去“王德”的社会,人们只会臣服于强人,只有利益才是真正的信仰。也就是说, 这个时候的西周几乎是一种丛林社会,只有赤裸裸的暴力才能制约这些诸候了。对诸侯来说,周总王不过就是一个名号,没-起喝过酒、没一起拼过命,凭什么要听你的命令? ──复用下作者的句式:失去“法律”的社会,人们只会沉醉于拜金。 管仲告诉我们,强国、弱国最大的区别是强国的钱都在黎民百姓手里,弱国的钱却在国王的钱箱子里。这一点,颇类似于穷国和富国的区别,穷国只想抢老百姓的钱,富国却在想养如何让老百姓赚钱。 ──思考:我们的钱,在哪里? 周幽王死后,周平王为了躲避犬我,东迁至东都洛邑,中国开始了春秋时代。但无论春秋诸侯多么强盛,都要举起周王室大旗,所以,春秋在中国历史上也被称为“东周” 真正的强国,震慑敌闲的不只是万乘之师,还有无法超越的经济实力。强国经济之强,必然源自园内公平的经济环境,能为国民提供一个自由创造的空间。即使弱国拒绝承认强国的地位,甚至试图与强国平起平坐,也永远无法护绝强国对本土的经济渗透。 ──瞬间想到美国 无论弱国多么不情愿,强国货币都一定会流进他的地盘。在古代,一种曾经广泛流通的货币必然有大量文物存世,春秋货币则主要包括布币、刀币和蚁鼻钱三个体系。在中国史籍中经常提到“春秋五霸”,不过“春秋五霸”有很多种版本。顺着本书的逻辑, 我们...

产品随想 | 周刊 第117期:He saw the intersection of art and science and business and built an organization to reflect that.

He disliked biography attempts. “I regard my scientific papers as my essential biography,’’ Land said. “I pour my whole life into the scientific project I’m investigating. I leave behind the things I’ve done in the past to do the work in the present.’’ “The purpose of inventing instant photography was essentially aesthetic,’’ Land said in 1947, announcing the process’s invention. “We live in a world changing so rapidly that what we mean frequently by common sense is doing the thing that would have been right last year.” — Edwin Land, Statement to Polaroid Corporation employees (25 June 1958) The worldview he was describing perfectly echoed Land’s: “Market research is what you do when your product isn’t any good.” And his sense of innovation: “Every significant invention,” Land once said, “must be startling, unexpected, and must come into a world that is not prepared for it. If the world were prepared for it, it would not be much of an invention.” Thirty years later, when a reporter ask...

产品随想 | 周刊 第51期:Never let a good crisis go to waste

Products Paperless-ngx   https://github.com/paperless-ngx/paperless-ngx A community-supported supercharged version of paperless: scan, index and archive all your physical documents 自架设服务,文档聚合 Tube Archivist on YouTube   https://github.com/tubearchivist/tubearchivist Your self hosted YouTube media server 自托管YouTube流媒体播放 Emby Server Emby Server is a personal media server with apps on just about every device. 自己掌控流媒体 Pointless   https://github.com/kkoomen/pointless An endless drawing canvas desktop app made with Tauri (Rust) and React 无限画布白板工具,Tauri构建,跨多端 PWA LIST   https://www.pwalist.app/ 一些好玩的PWA应用,有些还不错 Pomofocus 番茄钟 Song Search “Find me a song by lyrics.”   https://songsear.ch/ Nanopi Openwrt   https://github.com/klever1988/nanopi-openwrt Openwrt for Nanopi R1S R2S R4S R5S 香橙派 R1 Plus 固件编译 纯净版与大杂烩 Project ImmortalWrt   https://github.com/immortalwrt/immortalwrt An opensource OpenWrt variant for mainland China users. China用户专用......心情复杂 YAOF   ht...

李录推荐阅读书单

李录推荐阅读书单 李录在《文明、现代化、价值投资和中国》的最后,列出了他推荐阅读的一些书目。这个书目的含金量非常之高,是培养一个多层次有深度思维很好的参考,特整理如下。 一. 科学、哲学、进化、人类文明史、人类历史 1. 《枪炮、病菌与钢铁:人类社会的命运》,贾雷德·戴蒙德 2. 《西方将主宰多久》,伊恩·莫里斯 3. 《文明的度量:社会发展如何决定国家命运》,伊恩·莫里斯 4. 《群的征服》,爱德华·奥斯本·威尔森 5. 《无穷的开始:世界进步的本源》,戴维·多伊奇 6. 《真实世界的脉络:平行宇宙及其寓意》,戴维·多伊奇 7. 《理性乐观派:一部人类经济进步史》,马特·里德利 8. 《科学发现的逻辑》,卡尔·波普尔 9. 《开放社会及其敌人》,卡尔·波普尔 10. 《自私的基因》,理查德·道金斯 11. 《人类简史:从动物到上帝》,尤瓦尔·赫拉利 12. 《文明》,尼尔·弗格森 13. 《当下的启蒙》,史蒂芬·平克 14. 《心智探奇:人类心智的起源与进化》,史蒂芬·平克 15. A history of knowledge, Charles Van Doren 16. 《神的历史》,凯伦·阿姆斯特朗 17. 《为什么佛学是真实的》,罗伯特·赖特 18. 《思考,快与慢》,丹尼尔·卡尼曼 19. Creating the Twentieth Century, Vaclav Smil 20. Transforming the Twentieth Century, Vaclav Smil 二. 中国文明、历史、文化 1. 《先秦诸子系年》,钱穆 2. 《中华文化十二讲》,钱穆 3. 《史记(白话本)》,司马迁 4. 《白话二十五史精选》,李解民等 5. 《四书章句集注》,朱熹 6. Waiting for the Dawn, William Theodore de Bary 7. 《中国的自由传统》,狄百瑞 8. 《万古江河——中国历史文化的转折和开展》,许倬云 9. 《黄宗羲全集》 10. 《余英时文集》 11. 《思想和人物》,林毓生 12. 《曾国藩全集》 13. 《万历十五年》,黄仁宇 14. 《天安门:知识分子与中国革命》,史景迁 15. The Search for Modern China, 史景迁 16. 《中国官僚政治研究》,王亚南 17. 《中...

《深度学习推荐系统》By 王喆

  推荐序言 深度学习/机器学习,爆发于2015年 算法能力+工程能力 1992年,施乐创建了应用协同过滤算法的推荐系统 本书for:推荐、广告、搜索领域的从业者/爱好者 第1章 互联网的增长引擎──推荐系统 不同业务模式的公司定义的具体推荐系统优化目标不同,例如,视频类公司更注重用户观看时长,电商类公司更注重用户的购买转化率(Conversion Rate,CVR ) YouTube推荐系统的主要优化目标就是观看时长,而不是CTR 工程论文:Deep Neural Networks for YouTube Recommenders 大致流程:构建深度学习模型,预测用户观看某候选视频的时长,按照预测时长进行候选视频的排序,形成最终的推荐列表 淘宝首页:千人千面(即使是1%的CTR提高,也会到来数十亿元收入增加) 推荐系统逻辑框架:f(U,I,C), User, Item, Context 推荐系统数据部分:实时数据、准实时数据、离线数据 推荐系统模型部分:召回层、排序层、补充策略与算法层(排序层是工业界与学术界研究的核心) 第2章 前深度学习时代──推荐系统的进化之路 UserCF: 基于用户相似度进行推荐的协同过滤算法 互联网用户数的增长会导致矩阵维护复杂度急剧上升 用户的历史数据可能稀疏(导致UserCF不适用于酒店预订、大件商品购买等低频应用) 适用于发现热点、以及跟踪热点的趋势 ItemCF:基于物品相似度进行推荐的协同过滤算法 更适用于兴趣变化较为稳定的应用 协同过滤的天然缺陷:推荐结果的头部效应较明显 其它模型:矩阵分解、逻辑回归、FM、FFM、GBDT+LR、LS-PLM (细节已经要看不懂了) 第3章 浪潮之巅──深度学习在推荐系统中的应用 Google Play的推荐团队,基于对业务场景的深刻理解,提出了Wide&Deep模型 这张属于看不懂那种类型 第4章 Embedding技术在推荐系统中的应用 Not Interested 第5章 多角度审视推荐系统 从7个不同的角度切入推荐系统 推荐系统如何选取和处理特征 召回层的主要策略有哪些? 实时性的重要性体现在哪里?有哪些提高实时性的方法? 如何根据具体场景构建推荐模型的优化目标 如何基于用户动机改进模型结构 冷启动问题的解决方法有哪些 什么是探索与利用问题?有哪些主流的解决方法 第...

Bilibili Q2 2023 Earnings Call Transcript

Moving on to our community growth. Our DAUs increased by 15% year-over-year to 96.5 million in the second quarter, driving our DAU to MAU ratio up to 29.8%. In the second half of this year, we plan to shift our video watching metric from video views to video time spent, which will help our users discover more high-quality content on Bilibili. In addition, we are exploring new live broadcasting products to create more paying channels for our users, including live celebration events. We expect our ongoing integration activities to support our revenue growth in the second half of 2023. Our top five advertising verticals in the second quarter were games, e-commerce, digital products and home appliances, skincare and cosmetics, and food and beverage. 五大Top广告垂类 In the meantime, we have seven new titles that we plan to release in domestic and overseas markets in the second half of the year, including the highly anticipated game Pretty Derby 期待7款游戏能红火一波 We cut sales and marketing expenses by 2...

产品随想 | 陪读《芯片战争》:一、二章

作者其它书也值得读读 已出版《食用油营销第1书》《金龙鱼背后的粮油帝国》《鲁花:一粒花生撬动的粮油帝国》《手机战争》等财经书籍。 第一章 从晶体管到芯片 肖克利要创业的消息,就像17世纪的牛顿宣布要建立工场一样引起了轰动。那时候,美国还在草创时期的半导体产业主要集中在东部的波士顿和纽约长岛地区,许多科学家和工程师精英都慕肖克利之名前往美国西海岸,不远千里地聚集在肖克利旗下。可以这么说,肖克利给硅谷带来了最初的火种。 ——我也認可這個說法,不是斯坦福或其他校園,純粹是人才的原因 芯片发明后的六年间,政府对芯片项目的资助高达3200万美元,其中70%来自空军。同期美国半导体产业的研发经费有约85%的比例来自政府,政府的支持成就了美国在半导体领域的技术优势。“华盛顿通过支付技术研发费用和保证最终产品的市场份额,将原子弹最终制造成功的间隔缩短至六年,晶体管缩短至五年,集成电路缩短至三年。”不过,这些半导体企业实力壮大以后,往往不愿再参与美国政府出资的研发项目,因为那意味着专利权归政府所有,而且还得受保密条款的约束。 ——這纔是更合理的產業支持政策 诺伊斯采用激进的价格政策,将主要芯片产品的价格一举降到1美元,不仅是市场上的主流芯片价格的零头,还低于当时芯片的成本。这不是传统意义上的亏本倾销,而是第一个以反摩尔定律为定价依据的案例。反摩尔定律认为,同样的芯片在18个月后价格就会跌一半,所以按照几年后的价格为当前的芯片定价是有一定合理性的。市场被迅速打开,芯片很快在民用市场得到越来越广泛的应用,仙童的营收和利润都迅速上升,还带动了其母公司的股价上涨。摩尔后来评论:“诺伊斯以低价刺激需求,继而扩大产能、降低成本的策略,对于芯片产业的发展而言,其重要性堪比芯片的发明。” ——看到這裏的時候,真是非常震撼,好厲害的定價策略 东通工用磷渗透法研发出了高频的晶体管,于1957年做出世界上第一款袖珍收音机,并在这款产品上启用了索尼商标。盛田昭夫到美国去推销袖珍收音机的时候,德州仪器刚刚轻率地放弃了这个市场。美国人对盛田昭夫说:你们为什么要制造这种小收音机?美国人都想要大收音机。盛田昭夫回答:单单纽约就有20多家广播公司,同时就有20多套节目在播放,每人使用一台小收音机收听自己喜欢的节目,岂不更好?索尼用“一人一台”的宣传成功打破了美国人全家共用一台大型收音机的观念,成为全世界最畅销的收音机...

Notes for the New Year

Notes for the New Year by Sam Altman 1/4/2017 Happy 2017! As a kid, I just sort of took for granted that stuff got better every year—TVs got bigger and then thinner, cars got a little faster, and computers got unbelievably better on an exponential curve. As an adult, I realized that the future is not guaranteed to be better. The default is that things stay the same (or get worse because we continue to create new problems and occasionally get in wars). The world only gets better if committed people with strong visions about the future work hard to make it better. It’s easy to get caught up in the moving sidewalk of a career and end up deeply involved in something that does not maximize your potential. It’s never too late to change, and it’s always good to be thoughtful about the path you’re on and how to best use your time. I made some notes before my brother Jack interviewed me for How to Build the Future , where I mostly talked about how ambitious young people should thi...