“He who lives to see two or three generations is like a man who sits some time in the conjurer’s booth at a fair and witnesses the performance twice or thrice in succession. The tricks were meant to be seen only once; and when they are no longer a novelty and cease to deceive, their effect is gone.” — Arthur Schopenhauer
近 30 年戴镜史,分享我的配镜方法和粗浅经验 https://sspai.com/post/79573
Leslie Berlin https://leslieberlinauthor.com/
硅谷历史学家,对硅谷发展做出表述
曾撰写诺伊斯的传记,也是乔布斯Make Something Wonderful的编辑之一Pre to postmortem: the inside story of the death of Palm and webOS https://www.theverge.com/2012/6/5/3062611/palm-webos-hp-inside-story-pre-postmortem
Palm的荣光Loren Pope, former education editor for The New York Times, writes about Reed in Colleges That Change Lives, saying, "If you're a genuine intellectual, love the life of the mind, and want to learn for the sake of learning, the place most likely to empower you is not Harvard, Yale, Princeton, Chicago, or Stanford. It is the most intellectual college in the country — Reed in Portland, Oregon."
“Architecture cannot save the world, but it may serve as a good example.” ——Alvar Aalto
The road ahead reaches a turning point in 2024 https://www.gatesnotes.com/The-Year-Ahead-2024?WT.mc_id=20231218210000_TYA-2024_BG-FB_&WT.tsrc=BGFB#
活着是为改变世界Beej's Guide to Network Concepts https://beej.us/guide/bgnet0/html/split/index.html
“It’s only for me, and — but I but I personally think of my belief that God exists, although I have no idea what that means. But I believe that there is something beyond human capabilities — and it might be some AI, but whatever, but I do believe that there is something that goes beyond the realm of human understanding, that I can try to learn more about how to resonate with, whatever that being would like me to do.”
“Taste is trying to expose yourself to the best things humans have done and then trying to bring those things into what you are doing.”
Jobs explained in an interview with Businessweek in 2004: “Lots of companies have tons of great engineers and smart people. But ultimately, there needs to be some gravitational force that pulls it all together. Otherwise you can get great pieces of technology all floating around the universe.”
As the great architect Alvar Aalto once stated: “Nearly every design task involves tens, often hundreds, sometimes thousands of different contradictory elements, which are forced into a functional harmony only by man’s will. This harmony cannot be achieved by any other means than those of art.”
“每个人都有得到最好的权利,当代最真诚的优雅来自一个物品被使用的次数。” ——Philippe Starck
后来,团队认识到,游戏要在全球取得成功,必须在美国卖得好,而"美国人喜欢开枪射击"。
创业7年复盘,中美企业服务市场差异浅析 https://mp.weixin.qq.com/s/2EiYgxCC9q6lCIz9V0ZhbA
其中关于美国市场用户专业度高的描述,非常精准Why Legal Immigration Is Impossible for Nearly Everyone https://www.cato.org/blog/why-legal-immigration-nearly-impossible
原来美国移民如此不容易那些背负巨额债务以完成学业的学生,不太可能有远大的理想。因为当人们陷入债务时,他们就没有时间思考其他问题。
债务是一种改造手段,当这些学生毕业时,他们不仅背负着沉重的债务,思想上已经被改造过了,使他们成为消费经济的有效组成部分。 -- 诺姆·乔姆斯基,美国著名学者有一个名词叫做"报复性熬夜",指的是有些人明明在白天疲劳不堪,晚上却不愿意早睡,宁愿在床上玩手机。
这是因为他们控制不了自己的生活,通过在晚上推迟睡觉,获得一点自己掌控时间的自由感。Open Circuits: The Inner Beauty of Electronic Components https://opencircuitsbook.com/
如此精美的电子器件书,应该会让更多人爱上EE吧如果金钱统治世界,那么谁统治金钱?
答案是 那些有能力制造通货膨胀的人统治着金钱。他们首先借钱购买实物资产,通货膨胀之后,再用贬值的钱来还债。Fridman prompts Knuth to talk about how that Tic Tac Toe program had some 1957-style machine learning. “Yeah, that’s right,” Knuth says with a smile (adding “I don’t know how long it’s going to be before the name of our field is changed from computer science to machine learning…”)
1,公司是否能正面推动经济、社会或者文化发 展? 如果做不到,BG可能就不会再往下看了。比如军火、赌博类公司再便宜,BG不会去看。 2,公司销售额在5年之内能否翻倍? 为什么要讨论销售额?因为BG关注公司成长,销售额是比较简单直观的指标,而利润可有一些方法调节。所以,BG主要先关注销售额,再看现金流。 3,公司5年之后会怎么样? 这是未来5到10年或者5到15年的中间维度,一是看公司的成长空间究竟还有多大,二是考虑5年之后,公司的短期估值会不会下降,会不会变得成熟。 4,公司的竞争优势到底是什么?随着时间会变 强还是变弱? BG认为,如果公司的竞争优势是不断变弱的,将来在更远期挣回现金流的可能性就更低了。 5,公司是否有非常独特的文化?文化是否能够进化? 毕竟要投资这么长时间,对创始人和公司管理文化是非常关注的。特别喜欢创始人领导的公司,而不是说创始人什么都不干,创始人在做房地产,找了一些人在做新公司,要尽量避免这样的公司。 谈到进化在BG看来,大部分公司都会有大公司病,需要看它怎么能维持比较灵活的管理,变大之后还能够保持非常快速的成长,比如亚马逊的day one文化(注:就是始终处在 创业启动状态,充满迷茫和压力,但是充满创造力和颠覆思想 )。 6,公司过去的回报率怎么样? 一方面是考虑到公司的ROE(净资产收益率),二是考虑公司的Margins(利润),看它的过去是不是值得投资,如果每年ROE都不到10个点,可能长期来看也没什么意思。 7,ROE能不能随着时间增长? 有些公司一开始没有盈利,一直在烧钱,5年之后说不定ROE会到20%或者更高,它是一个动态过程。这样的公司BG也会投资,包括一些早期项目,很多公司都是没有盈利的。 8,公司怎么分配资本? 资本现金流无非就是5种方法:再投资、收购、还债、分红、回购股份,要看公司在某个阶段的资本分配是不是最优的。 如果公司明明可以发展更多,结果乱分红了;或者是明明到了特别成熟的时候,还不愿意分红,都是错误的分配资本。 9,公司怎样才能长成5倍? BG关注的是怎样,而不是能不能。这会强迫BG每个人去设想一些未来的可能性,包括公司现在的底层架构能不能够延伸到更多的业务。 比如,早期的亚马逊或者是阿里,连一个概念都没有,BG会考虑这个公司有没有这种机遇,以后去扩展到可触及的市场。 10,市场对公司有哪些误解,哪些事...