Saturday, September 5, 2009
副总的道歉信
这个软件上周一刚刚发布了一个重新设计的版本,但大家用了新版本后,很多人给出负面评价。现在决定下周二Rollback回旧的版本。然后副总很诚恳地说这个错误是由于他的失误,他负全部责任,向所有人道歉。
现在已经开始将新版本里的数据会也移回老版本,保证到下周末完成所有数据转移。
最后感谢大家的耐心和反馈意见。
虽然这是一封道歉信,但是写得很有水平,从发信的时机,收信人,标题,标签,到正文,每个细节都看得出写信人的职场经验老到。
相信任何人读完,都会理解,这个版本的失败,虽然是下属造成的,但是由副总在长周末之际亲自道歉,表示the buck stops here。不但不会影响他的仕途,而且还会为他的责任感加分。
这样好的公文,实在应该保存起来,作为范本使用。
从塞车中解读城市的个性
塞车时最能看出一个城市的个性。纽约的人如果港一上高速就发现堵车,会二话不说,转过上半身,一边按着喇叭一边往后倒车,直到所有跟在它后面的车都一起后退,从高速的入口倒回街上。洛杉矶的人会随着低音炮极具穿透力的说唱乐声,一上一下有节奏的颤动着改装到最低的底盘,说一不二的强行换道。首都华盛顿特区的人会不急不慢的打开手机,开始趴在方向盘上用大拇指查收email,还时不时见缝插针的朝出口挤。迈阿密的人会把桑巴舞曲调到最大,然后打开车窗,伸出腕上垂着粗大的金链子的手臂,随着节奏拍打着悍马的外壁。芝加哥南半城的人会趴在横跨高速路的桥的护栏上,不急不慢的看下面的人生百态。北半城的人会开始按车载GPS,重新设计路线。
西雅图呢?我很少在上班高峰上高速,所以只能说说我每天骑车穿行的第五大道。闹市区的街道大多数是单行,第五大道是从北向南的单行,左右都有为了拐弯而等着直行的行人过街的车,一会儿左一会右的,是对闹市区不熟悉的,正在左右找街牌,琢磨着在哪儿拐。守着中间车道,一路不紧不慢掐着红绿灯的变换时间过十字路口的,是在闹市区上班的老油子。
此帖的缘起是这个IBM Survey
成长的阶段
Will就是这样不顾一切的试图了解所有新奇的东西。黑黑的笔记本键盘,他一看到,就会从妈妈怀里探出半个身子来摸,妈妈坳不过他,将他放到桌边,他就会开始啪啪的拍键盘,直到笔记本开始一蹦一跳的望桌子边上滑。难怪每天回家,妈妈都要告状说Will今天又摔了几个饭碗,打翻了几个杯子,然后还惟妙惟肖的模仿 Will 砸完东西后若无其事左顾右盼的样子。于是我也被她逗笑了。
Will已经从满足于吃和睡这些基本需求的阶段,进入了探索周围世界的阶段,想要知道这东西摸上去是怎样的,那个声音又是从哪里发出来的。
Wednesday, September 2, 2009
Andy Xie: 美元短线走强,长线看跌
"
货币与其他商品一样,价格视供求关系而定。其内在价值就是利率,汇率则是其外部价值。过去的2000年以来,货币一直以金或银为媒介。一个经济
体的规模决定了其对货币的需求。在工业化之前,经济增长微乎其微。因此,对货币的需求是相对固定的。如果黄金能够供应稳定,价格就能很好地平稳。当欧洲殖民列强发现美洲后,带回大量的黄金和白银,这导致了欧洲通货膨胀。
在工业化时代,经济快速增长导致货币需求增长比货币供应快。通货紧缩成为工业化过程中的常态。货币升值激励了资金囤积,这可能会导致通缩恶性循
环。通常,货币制度以纸币钉住黄金,这就是所谓的金本位。它的优点是,通过信用体系的乘数效应,总货币供应量可能会比实际黄金储备大。
由于增加供给的成本相对较小,因此,纸币一直有贬值的趋势。一个流行的经
济理论是“货币幻觉”。它的前提是,人们不能立即将通货膨胀与货币供应量增加二者联系起来。因此,当货币供应量刚开始增加的时候,人们愿意为同等数额的
钱,完成同等量的工作。这个假设是凯恩斯主义刺激政策成立的关键。由于央行必须持有与其印制的钱足够的黄金,因此,金本位制限制了货币供给。在信用体系
内,可以通过改变利率来影响乘数效应,最终影响货币供应总量。
中央银行关于保持币值稳定的历史记录是相当差的。自从1971年美元与黄金脱钩,美元就开始贬值,从每盎司黄金36美元跌到945美元。以黄金
计价,美元已经贬值了96%。人民币从20世纪80年代钉住美元,以黄金计价,人民币已经贬值99%。这种大规模的纸币贬值,在人类历史上前所未有。
因为受到政治压力,各国中央银行需要解决短期问题。这对货币持有者来说可不是什么好消息。这就是为什么央行行长要么很老,留着长胡子;要么就是
一副学究模样,因为他们需要树立一个老成持重的形象,这样才能“愚弄”老百姓去持有那些不断贬值的资产。我并不是说央行的银行家们都很邪恶。尽管“独立
性”是中央银行的口头禅,他们也只是在听命并取悦其“政治主人”。当压力袭来之时,千万不要相信你的中央银行。
美元的长期前景依然看跌。关键在于财政平衡。如果一个政府维持庞大的赤字,其中央银行应该顺应这种形势。否则,如果央行提高利率,将摧毁经济。从这个角度来看,美元的未来依然不稳。
2009年和2010年,美国政府很可能承担高于国内生产总值10%的财政赤字。这还不够可怕。当美国经济复苏时,财政收入也会随之增加,财政
赤字将下降。美国财政平衡最大问题是医疗开支。2009年,美国的医疗保健费用可能达其国内生产总值的16.5%,在20年里翻了一番,相当于经合组织国
家(OECD)医疗开支费平均水平的2倍。医疗开支占美国GDP的份额以每年0.5个百分点的速度上升。近一半医疗费用由联邦政府和地方政府承担。除非这
一趋势得到扭转,否则,美联储将被迫印刷钞票,以应付财政赤字。
奥巴马政府将医疗改革作为其首要任务。如果改革成功,美国经济和美元都将有不错的前景。奥巴马的议程主要由两部分组成:一、在接下来的十年里,
支出1万亿美元,扩大医疗保险覆盖范围,将15%目前仍未纳入医疗保险的人口归入医保体系;二、提供购买医疗保险的公共化选择。其中,第二部分目前遇到强
大阻力。由于医疗卫生占经济总量的六分之一,可以想见,会有多少人因此举损害其个人利益,从而反对此项改革。据我所知,美国今年秋季召开国会时,将会通过
第一部分法案,而忽略第二部分。如果美国政府真能为那些没有医疗保险的人提供医疗保险,这将是个值得称赞的社会成就,但它将会使财政状况更加恶化。
美国医疗保健问题的根源,在于它的激励机制:由于并不需要支付额外费用,患者要求接受昂贵的医疗服务;医院、医生和药物供应商向那些对价格不敏
感的患者滥收费,保险公司不断提高保费,以支付上升的成本。麦肯锡全球研究所一份关于美国医疗系统的报告显示,美国医疗保健支出的三分之一是由于投入成本
过高导致的——医生、护士等人员的工资比其他国家都高,但是,工作效率差强人意。在一个成本社会化而收益个体化的制度里,定价过高和效率低下是必然的。
美国的人口结构趋势将使其医疗成本日益庞大。医疗保健费用会随着人的年龄增加。由于美国“婴儿潮”逐渐退去,医疗费将会上涨得更为迅速。美国财政平衡正走向一场灾难。很可能在某个时候,美国会经历一场恶性通货膨胀。
货币的价值是相对于其他货币而言的。美国的情况并不是独一无二的。在欧洲和日本,老龄化都是影响经济的主要因素。由于这些国家较高的家庭储蓄足
以支付其巨额财政赤字,因此,其货币相对强劲。然而,未来可能并非如此。日本的财政赤字已经达到其国内生产总值的200%。欧洲国家约为100%。只要这
些赤字还能够用国内储蓄抵补,政府就可以继续增加财政赤字,并通过保持低利率来掩藏过重的财政负担。低利率必须辅之以强势货币。但是,从长期来看,强势货
币将造成经济疲软。因此,未来其收入及储蓄都将相对较低。在未来十年中,欧洲和日本可能需要通过发行货币来撑起赤字,这将导致其货币疲软。
老龄化是拖累币值的主要力量。恶性通货膨胀可能会散播到世界各地。由于美元长期前景不妙,这将同时不利于其他货币。在持有货币的时候,我们必须保持警惕。但是,目前不用急于将纸币变为其他形式的资产。在许多国家,股票和资产被严重高估,尤其是中国。对于被高估的资产来说,货币仍然相对便宜。但是,当泡沫破裂的时候,不要忘了将资金转成股票和房地产。
"
Tuesday, September 1, 2009
美股中长线预测
今天读了谢国忠对中期经济形势的预期,再次佩服他一下子抓住了这个问题的本质:
“
美国将会在明年第一季度二次探底,它在今年下半年度的经济复苏是因为库存累积和财政刺激政策的效果。
不过美国消费者业已没有借钱消费的心情。当目前增长失去动力之时,美国家庭需求也无法重拾升势。明年第二季度中期时,世界大多数国家都将会再次触底。但是,那时金融市场将会崩溃。
大多数人认为当联储大幅提高利率时,世界经济已经走强,因而,出口会好转,资产市场也可以得到支
撑。不幸的是,这些事情都不会发生。刚过去的20年里世界经济增长模型——美国借贷,消费;中国放贷,出口——已经完全倒塌。政策制定者们忙于经济刺激而
不是结构性改革,试图将增长再拉回来。世界范围内货币供给的大量增加将会通过大宗商品投机和通胀预期下的工资决定这两个渠道引发通胀。我们不是在另一个繁荣周期之中。我们是在格林斯潘泡沫的最后阶段。它将会以滞涨收场。
”
当然Andy的文章不是针对retail投机者,所以他并没有指出如何操作短线,从第二波市场崩盘中获利。
我的看法是,明天美股技术反弹之后开始Short大盘指数,然后等到十月初,开始分批买入粮食(MOO instead of DBA)和天然气(FCG instead of UNG)的ETF,因为进入冬季的能源供求会不可避免的引发全面通胀。
Monday, August 31, 2009
看国内电视剧
从周六晚上开始看,看到凌晨6点,天色微明,才看完三十集中的前十二集,这时候实在眼皮打架,就睡过去了。
到周日中午一觉醒来,一边吃中饭,一边又继续看。感觉情节发展越来越慢,我心里暗骂这编剧真会拖时间,一个"泰达二十周年纪念会"就用了快一个小时,简直赶上我去开个真的纪念会了。
怎奈我已被他拖下水,欲罢不能,就这样继续看到夕阳西斜,才看到二十集。正当我沉浸在电视剧的情节中去,一心只想知道魏海洋是如何偷得标底这一紧张关头,电视剧之外的手机响了,是好友打来电话来,叫我出去打网球。我谢天谢地,忙把自己从电视剧虚拟的世界里拉回现实世界。
开车去网球场的路上,我不禁比较起现实世界和电视剧里的世界。
那里面的街道,永远车水马龙,车水马龙的背后,若隐若现的广告牌,永远是古井贡酒。
那里面的人开车,时不时就一边开一边转头90度,展开激烈的争执,让我为他和路人的安全捏一把汗。后来魏海洋还真是在一边开车一边发短信的时候追尾了,不过电视里也简单,没有在路边寒风瑟瑟的等待交警,也没有之后和保险公司交涉的复杂手续,只要魏海烽一句“我明天帮你拿车”就行了。车祸成本如此之低,难怪他们开车那么不小心了。说起来这个戏还是讲某省交通厅的呢!
打完网球回来,我总算完全回到现实,想到周一还要上班,再不敢让自己陷进戏里。于是开始跳着看,三下五除二,我就看到大结局,发现自己好像什么重要情节也没落下,可见原来的剧情有多拖沓。
大结局很predicatable, 照例是奸商东窗事发,落入法网,党的好干部魏海烽(濮存昕饰)坚持原则,大义灭亲,亲自拉弟弟魏海洋自首。这部戏塑造了一个新时期好干部的光辉形象。这里的“新时期”,是一个官商互助,权利和财富相结合,共同推高经济指数的时期。
总体来说,电视剧比之于原著,好像康师傅牛肉面比之于牛肉面包装盒上的照片。前者吃起来过瘾,但是味道千人一面;后者算得上艺术,但是味道全凭各人的想象。
Thursday, August 27, 2009
足球与我
说起在美国踢足球,规矩真是比鞋底上的钉子还多。
先说装备吧,钉鞋(cleat),护膝(shin guards),球袜,一个也不能少。室外的比赛场地都是人工草皮的。裁判,教练,一应俱全。上场之前,还要检查联盟的会员证($25管一年)。比赛分30岁以上和全开放两个系列。每个系列里面又有4个级别。我这样的,当然是踢最低的级别D。据说踢A级的那些队的射手,10次射门,有9次能在门框范围内(包括进球的和被守门员扑住的)。
想想中学时候一起踢球的那些人,现在虽然已经四散于欧美亚澳各洲,但是提到他们的名字,第一个想起是那个人球踢得好不好。谁谁谁是整天在前场晃荡的机会主义者,谁谁谁又是一板一眼尽忠职守的后卫。
所以说,足球是事关国际名声(pun intended, 因为还算不上是国计民生)的一种伟大的运动。
后????时代
其实,以“后什么什么”命名的事物还真不少,最有名的是“后现代主义”,“后工业化社会”,“后殖民主义”,“后9/11时代” 有兴趣的可以在wikipedia找到更多。比较诡异的是“后后现代主义”,“后超现实主义”。甚至连国内的电视剧,也有命名为《后结婚时代》的。
奥巴马更是曾被满怀希望的称为是划时代的“post-baby-boomer”和“post-partisan”的总统。虽然近期医疗改革的受阻,证明他还是受制于党派和Baby-boomer选民的意志。
那么为什么不干脆发明一个新词,直接描述现在的状态呢?也许是现在的状态太敏感,直接描述的词,容易触发新闻审查,比如马克思认为“后物质主义”来临的时候,就是资本主义通过静静的革命演变为社会主义的时候。
也许是现在的状态,太过赤裸裸,比如“后结婚时代”,原是网络小说,待到出版成册时,就要更名为《新享乐主义》了。
有鉴于有这么多伟大的历史名词前仆后继,我决定跟随时代的大潮,把我家现在的状况命名为“后小宝时代”。来描述小宝诞生之后,给我的生活带来的翻天覆地的变化。
Thursday, August 20, 2009
思想的麻醉
前些时候拔智齿,医生说有两种麻醉方案:一是局部麻醉,只是牙齿和嘴唇没有知觉,但是还是能意识到整个手术过程。二是全身麻醉,就是整个人失去知觉,睡一觉醒来,手术就结束了。第二种必需有家属接送,因为麻醉后两三个小时,都无法恢复行为能力。
我当时选择了第二种方案。果然从护士开始输液起,之后发生了什么,我都全无记忆,甚至都不记得是如何从医院回家的了。妻子对此很担心,说我从那以后都变得木讷了。我只好向她解释,不是因为麻醉,而是我这人一直就算不上机灵的那一类。
但是仔细想想,工作以后,确实少了很多思考的时间和心情。即使偶有所感,也是一晃而过,没有心情去细想,更谈不上记录了。有空的时候,宁愿看片,运动,上网,也不会坐下来整理自己的思绪。回想过去的几年,脑子里除了几件大事,其余都是一片模糊。这样下去,是不是一种更为长期的思想的麻醉呢?用进废退,我要重新开始记录整理自己的思路,不为别的,只为老来不会有南柯一梦,记忆全失的遗憾。
尼采的永恒痛苦与押井守的马拉松
NPR的一个广播节目(To the best of our knowledge 2009年8月14期)探讨了(似曾相识)这种神秘的人类感知现象。里面讲到尼采提出的一个命题:一个人如果知道自己以后的日子将只是之前日子的重复,会如此永远循环往复在相同的经历中,这个人会选择继续活下去吗?
提出“上帝已死”的尼采,叩问这个更为深刻的人生命题,并非出于消极厌世,而是希望人们能通过思考和面对这个问题,选择自己的生活道路。尼采不相信人类是在进步的:作为一个整体,人类的道德和信仰并未随着各种外在条件的进步而进步。从这种意义上说,他提出的命题并非假设,而是现实的反映。他希望人们做出乌托邦的幻想,直面惨淡的人生。如果路的尽头没有彩虹,而只是相同的无尽头的路,你还有勇气走下去吗?
也许是某种巧合吧,押井守2008年的动画巨作《空中杀手》,也触及到同样的问题,电影中的战斗机飞行员,是一群永远长不大的少年,除非自杀或被杀,他们永远都不会自然死亡,也不会衰老。他们就这样的日复一日,充当战争演习中的牺牲品。只有在与同样不会老的敌方飞行员生死搏杀的时候,他们才能获得些许生命的实在感。这些不老的少年,也面对着与尼采一样的问题,明知未来是无尽的痛苦,是选择活下去还是以自杀结束自己的苦难。
押井守在横滨国立大学的首次试映会上,面对刚刚观摩过他的新作的大学生们,面对那些稚气未脱的青年,说出了自己创作这部电影的初衷。“这次拍出这样的电影的动机只有一个。我已经过了55岁了,刚开始做这部电影的时候是55岁,现在已经57岁了,终于稍微明白了人生的真谛。所谓人生,对小学生来说也好,对老头子来说也好,基本来说就是痛苦的东西,痛苦是理所当然的。你们这个年龄正是要开始漫长的马拉松。我则是马拉松跑完了第一圈的人,作为跑入第二圈的人,如果要对刚刚起跑的人说些什么的话,我想就是‘很痛苦吧…...我也很痛苦呢,但是也没有绝望,到达终点的话,会看到非常美好的东西吧’”
押井守与尼采不同,他仍然靠着对未来的希望,支撑自己活下去。正如他在影片结尾处,借男主人公说的“你要活下去,直到能够改变为止。”
Thursday, August 13, 2009
幸福的小宝
我半倚在床边,给他念贪吃的小虫子变成蝴蝶的插图书。他先是兴奋得双手用力拍着窗,而后又试图抓书页往嘴里送。再后来左右翻滚,抓了枕头角往嘴里送。小宝感知周围世界的方式,比成年人的更加丰富,因为他不惮于用舌头舔任何东西,包括他的脚趾头。
我抱起他站起来,他就开心的嘿嘿笑。我把他放倒在枕头上时,他就立时皱起眉头,咧开嘴。我赶在他放开嗓子,嚎啕大哭之前,扶他站起来。他就又嘿嘿笑,仿佛登上了月球一样。
玩了这么一会儿,他似乎是饿了,把个小拳头放在嘴里吮吸,大眼睛忽闪忽闪地看着我。我像受到了老板的圣谕一样,赶紧冲向厨房,开始配牛奶。
我以前没有经验的时候,总是先放奶粉,加热水,再加冷水。这样做,冷热水的比例很难控制。等我调到合适的水温,水量已经多出了好多,为了保证奶粉的浓度,又要再补加奶粉。小宝妈看到了,直怪我傻,“亏你还是个engineer呢,就不知道先加水,再加奶粉?”
经过这一点拨,加上几次半夜的紧急训练,我现在已经可以在两三分钟内冲出任何剂量的奶了。
话说这次7盎司冲好,小宝已经在卧室不耐烦地叫起来了。我赶紧踮踮的跑到床边,一手还在如bar tender调酒一样摇着奶瓶。小宝看到奶瓶,双手就开始挥舞着想要拥抱它。可是等我把奶嘴送进他的嘴里,他又会焦躁的用舌头顶出来,或是用手把奶瓶拨开。如是几次,他才放开手,试探的吸上几口。等到第一口奶进入他的小肚子,他就会半闭双眼,很带劲的一下一下吸起来。他的头有时会侧向一边,就有一小股奶水从他的嘴角流出来,但是我分不出手来摆正他的头,只能希望他胸前挂着的小围嘴可以吸掉一部分漏出的奶水。
看着小宝喝奶,是我最大的享受,一天的辛苦劳累,仿佛都有了意义。这也是我最放松的时候,没有什么可以打扰我们,我的目光和全部的注意力,都在他鼓动的小腮帮子上。仿佛我自己又回到了汉口民生路的那个斗室,回到照片里那个光着身子人见人爱的小胖娃娃。我的生命在眼前这个柔弱的小人儿里面得到意义。这个长着稀疏胎毛的小脑瓜里,是否正成长着某个神经末梢,负责记下此刻。在多年以后,在我告诉他做完作业才能出去玩的时候,这个小脑袋会不会理解我呢?
时间的单位
当我们习惯了这种不停的中断,开始,中断的生活,就会忘记如何使用整块的时间。即使到了渡假的海滩,也会不由自主的去查iphone,中断自己的本该放松的时间。
另一方面,人们从各种中断里得到一种认可,用一个接一个的会议证明自己在职场的存在,从别人的email得到自己价值的证明。
很多时候,写一封email, cc一大队人,只是为了告诉大家,我在忙着为公司效力,我还有价值。收到这样email的人,乐于加上几句,然后reply-to-all,因为这样能说明“我也在忙着为公司效力,我也有价值”。
Saturday, August 8, 2009
Drink the Kool-Aid
Apparently, Kool-Aid has many more uses than just the propaganda.
And here are some of them:
"
2) Europeans use Kool-Aid as a mixer for alcholic beverages. It is
cheaper than liquid mixers or fruit juice. It is lightweight,
inexpensive to ship, and has a long shelf life.
3) Kool-Aid can
be used as a non-toxic dye for art projects. When I started selling on
eBay UK, Kool-Aid was one of my best sellers. One day I received an
order from a customer in Sweden. She wanted to purchase 200 packets of
Kool-Aid in very specific flavors. She was an art teacher and used
Kool-Aid for art projects. It is non-toxic, inexpensive, and comes in a
wide variety of colors. And if small children eat it, no harm done -
they will just have a brightly colored tongue.
4) Kool-Aid can
be also used as hair dye. This use is the most interesting! Again,
Kool-Aid is an inexpensive alternative to regular hair dye, is
lightweight and cheap to ship, offers a variety of fun colors, and is
non-toxic and chemical-free. Check out this video about how to dye hair
using Kool-Aid. Who knew?
"
Monday, July 27, 2009
Will's Tactic Toe
Saturday, July 25, 2009
Will's first youtube video
if(window.$WebSecurity){window.$WebSecurity.FlashDetection.HandleEmbedCode('0ee9838e-c3d4-480b-90fe-c62ebfeacd99', '\x3cembed src\x3d\x22http\x3a\x2f\x2fwww.youtube.com\x2fv\x2fyulkWhjXTYU\x26amp\x3bhl\x3den\x26amp\x3bfs\x3d1\x26amp\x3b\x22 type\x3d\x22application\x2fx-shockwave-flash\x22 width\x3d\x22425\x22 height\x3d\x22344\x22 pluginspage\x3d\x22http\x3a\x2f\x2fwww.macromedia.com\x2fgo\x2fgetflashplayer\x22 allowscriptaccess\x3d\x22never\x22 allownetworking\x3d\x22internal\x22 \x2f\x3e');}else{if(window.flObj == null){window.flObj = new Object();}window.flObj['0ee9838e-c3d4-480b-90fe-c62ebfeacd99']='\x3cembed src\x3d\x22http\x3a\x2f\x2fwww.youtube.com\x2fv\x2fyulkWhjXTYU\x26amp\x3bhl\x3den\x26amp\x3bfs\x3d1\x26amp\x3b\x22 type\x3d\x22application\x2fx-shockwave-flash\x22 width\x3d\x22425\x22 height\x3d\x22344\x22 pluginspage\x3d\x22http\x3a\x2f\x2fwww.macromedia.com\x2fgo\x2fgetflashplayer\x22 allowscriptaccess\x3d\x22never\x22 allownetworking\x3d\x22internal\x22 \x2f\x3e';}
Thursday, July 23, 2009
Surprising landscape in Eastern Washington
It's puzzling yet mesmerizing. How is this line of separation formed? If manually, why?
Tuesday, July 21, 2009
why people tweet
After watching the exaggerated version of it on the following Doonesbury comic, I got my own <140 character explanation:"We tweet, to leave a shared memory of our transient existence." It's the same reason people would leave graffiti (or gum arts) on random walls. The hope is whoever passes by will see it and realize that someone has been here. The only difference is that tweeting is legal and more convenient. You can do it anywhere and you don't need to carry cans of spray paint.
Proving one's existence is deeply rooted in one of the most fundamental element in Maslov's hierarchy of needs: safety.
What could be more reassuring that you are safe than the fact tens of millions of people can synchronize with your thoughts up to the very minute. Although that's an illusion, because the very action of tweeting could put a driver in danger.
Tuesday, June 30, 2009
占便宜和吃亏
如果付出了12分的努力,则会觉得吃亏了。
考试复习,追女朋友,职场晋级,都会触动这架心理的天平。
但是换一个角度来想,那个付出7分而得到10分的人,如果愿意付出10分,或许可以得到更多回报。所以最后的决定,不在于从某一项事情中得到多少回报才足够,而在于如何分配自己的时间和精力,去maximize total return。
Sunday, June 21, 2009
How to measure the value of a research paper
Thursday, June 18, 2009
Google the innovator
Most recently, they added some nice navigation features to the main book search site.
Comparing with Google, Amazon is not moving forward, but merely lingering around along its previous trajectory. Sure, Kindle2 and Kindle DX are nice devices, but they are contracted job based on well-known and widely used parts. Where is the true innovation?
It's time to wake up from the complacency and look beyond the excel sheet.
Or maybe I am expecting too much. Maybe surviving the Great Depression is already the largest feast one can hope for.
Friday, June 12, 2009
设立目标
这个道理,是今天我做完一个binary search的小练习之后领悟到的。注: 在binary search里面,你要控制一个上限和下限,不断缩小它们之间的距离。当然2D的binary search就更有趣一些。
Friday, June 5, 2009
读书摘录:李昂 《告少年》
ZT from http://www.sciencenet.cn/m/user_content.aspx?id=236172
李昂《告少年》
胜利出版社 中华民国三十一年十一月初版
Rec’d thro Dr. Fairbank (费正清)
P2-3
我要说明的是,就是这本小册子命名为“告少年”的由来。其实也很简单,因为我认为克鲁泡特金的那篇“告少年”,无疑是这一百年来世界上最美丽的和最有价值的文章之一。
一九四一年冬于重庆郊外
P6
一个革命青年在他的品质上应该具有三个必要的因素:人格、意志、学识。
一个革命青年的全部生活应该只限于这三个领域:学习、奋斗、创造。
P11-21
先说学习。我们的口号是:“向每一本书,向每一个人,向每一个事件和每一个现象去学习。学习,学习,学习!”
无疑的,每一本书都可以给我们一点东西,甚至是一门最无聊的书也不例外。
向
每一个人学习。学问这东西本来是需要学而且问的,所以先哲有言“猥学而无友,则孤陋而寡闻”。向每一个人去学习,和向每一本书学习同样的重要。我们固然应
该向学问、经验比我们丰富的人学习,而且也应该向知识程度不及我们的人学习。因为学问、经验、知识是多方面的,往往一个虽然比我在各个方面都不及的庸人,
独有在一个部分却超过了我。所以古人有云“三人行必有吾师”,谚语曰“三个臭皮匠,赛过一个诸葛亮”,都是有至理的。
向每一个事件学习也有重要的意义,我们自己或者别人,在某一件事情中成功或失败了,都是值得我们研究(学习)的,他为什么成功?或者为什么失败?我们可以在这里面得到教训与经验。
向每一个现象学习是一种更高深的学问。这里包括着每一个运动或者一种制度,或者其他,范围很广的。
单是学习当然是没有意义的,我们并不是为学习而学习,而是为奋斗和创造而学习。
关于奋斗的口号是“对自己的一切弱点和不良倾向奋斗,对恶劣的环境奋斗,对一切革命的敌人和社会进化的障碍物奋斗。奋斗,奋斗,奋斗!”
关于创造,我的口号是:创造新的运命,创造新的环境,创造新的社会和新的时代。创造,创造,创造!“
P44-68
革命战争中的武器与战术
第一,永远不要离开群众,和群众生活在一起,尤其是和青年群众生活在一起,直到你停止呼吸为止;而且,你要时时刻刻向群众学习。
第二,得意的时候不要忘形,失意的时候不要颓废。我们要能够处顺境,也要能够处逆境。我们的真正的伟大与真正的价值,是在于我们不做环境的俘虏,而是要做环境的主人。
第三,要使你的脑筋极端的民主化,以最高的诚意去倾听大众的意见,虚心地接受别人对于你的一切批评,甚至别人对于你的恶意的攻击,你也应该细心地去分析。千万不要固执你自己的偏见,千万不要以为地球上只有你是伟大的,因而只有你的意见是正确的。
第四,计划的科学化和指导的民主化,是革命斗争中最有力的武器,你应该在这一点上,加工学习。不过对于这两点,都是实用政治学上的最高的艺术,学习是不容易的,谈起来更加困难。
第五,当你的权利能够用人的时候,你千万不要引用同乡、亲戚或其他的私人。
第六,你应该随时随地地去物色人才。你要精细清楚一个人的优点和缺点,使他们能够尽量的发挥他们的才能。
第七,我们不仅要学习如何领导别人,同时也要学习如何受别人领导。你千万不要处处以领导别人自居,但环境需要我们接受别人的领导时,我们应该虚心的受别人的领导;但当客观条件需要我们来领导别人时,我们就应该坦然负起领导的责任来。
第八,你要以最高的警觉性来注视你的周围(大至整个的地球,乃至地球以外的天空;小至你的卧室或者你的床铺的四面);你要以最镇静和沉着的能度来对付一切意外的事变;你要以最高的忍耐力来迎接一切不幸和危难;你要以斩钉截铁的决心来处置一切艰难的事情。
第九,你应该随时检讨自己——不仅应该虚心接受别人对于你的批评,而且应该时时刻刻去发现你自身的缺点。你必须以最大的勇气,在群众面前承认你的错误,并且以同样的勇气来克服和纠正这些错误。
第十,除了我们在第二章所述的几个根本条件之外,你的最主要的武器,还是在乎你的博学。
革命政治家的真学问最低限度要包括下列几点:(1)必须有社会科学的基本知识,尤其是经济学。我们要知道我们这个社会是究竟怎样构造起来的?他的进化和演变是怎样的?(2)必须有哲学上的基本知识,知道人生的意义。(3)必须熟悉本国的历史和现状,尤其是本国的革命史和经济现状。(4)必须熟识世界各国,尤其是主要各国的近代史和革命史;必须熟识世界各国,尤其是主要各国的现状,特别是经济情况或革命情况。(5)必须有最丰富的各方面的常识。(6)必须有组织上和宣传上的技能。(7)必须有明于观察,精于设计,确于判断,勇于应付的技能。(8)自然科学上的常识,尤其是生物学,物理学,天文学等等。
Friday, May 29, 2009
Google Streetview (with a time dimension)
Aside from nostalgia, I came to realize that Google Streetview could be used to present a 4th dimension, Time. How cool it would have been if I can render a time-lapse animation of the Streetview from 2003 to 2009, see all the small/big changes, experiencing different seasons at the same the location.
Technically, it adds 3 challenges:
1) The central of the camera array needs to be aligned across all different trips that the Google car took during the years.
2) The image dataset will grow at least linearly overtime, even if Google just want to cover the locations that they already covered today. With their ever increasing reaching, the dataset will grow much faster.
3) Economically, the cost of driving around all these street every 3 month is hard to justify by the free web traffic Google Streetview generates. So the business might not like the idea.
Still, even if Google only covers a few landmarks, e.g. Eiffel Tower, Rome Colloseum, Duomo Cathedral, Kaminarimon (雷门) over time, it would make quite an impressive application.
Wednesday, May 20, 2009
Ten Lessons In Bootstrapping (a startup company) (ZT)
Ten Lessons In Bootstrapping
By Daya Baran at May 17, 2009
1. Start with savings. The math here is pretty simple. Assume you and your cofounders will have to go a minimum of two years without meaningful salary. Can you do it? Just as importantly, can they? Prepare to tighten your belt. 2. Found with good friends. The founding team will be slogging it out together in the trenches for years, and then heading out after work for beers. Remember that you can still be friends long after your company is only accessible in the Internet Archive. 3. Spend nothing. Nobody gets a salary. Don’t attend conferences, don’t travel, and don’t throw office parties. That stuff is for companies with investors or cash flow. Use Google Apps and Ubuntu. Buy everything at Costco and Newegg. Our only marketing expense was t-shirts, and we hoarded them like gold. 4. Ship quickly, and often. If your team is strong and your idea is manageable, ship a crappy version of your product in two months. Then keep shipping every few weeks. If something catches on, double down. Companies that don’t ship for years tend to fail. 5. Buy a big whiteboard. Don’t use calendaring, bug tracking or project management software. Put it all on the whiteboard. At the start of each week, erase and start over. Worried about losing something? If you erase it and forget, it wasn’t that important in the first place. 6. No time for pri-twos. In project parlance, a “pri-one” is a work item that is essential to the success of the project. Bootstrapped companies don’t have any pri-twos. Once you determine that a task is a pri-two, forget about it forever. Sadly, this is why Urbanspoon still doesn’t have “hours of operation” for our restaurants. 7. Outsource. Hire contractors carefully and treat them well. Find a great lawyer who doesn’t work at a firm. Deploy your product on ServerBeach or EC2. Use AdSense, but don’t plan on getting rich with it. For real leverage, discover new ways to use Mechanical Turk. 8. Follow the money. At a certain point in your company’s timeline, even the pri-ones may need to get tossed in favor of following the money. No amount of features can compensate for a lack of cash. 9. Hitch a ride. Bootstrapped companies can hitch a ride on larger companies with deep pockets. For example, we hitched rides with Apple (iPhone), Facebook (Connect) and Google (SEO). 10. Live your dream. Focus obsessively on what you’re good at, and ignore or outsource the rest. Don’t be afraid to enter a crowded market if you think you can compete. Dream of being Markus Frind of PlentyOfFish, with 1 billion page views and no employees. If he can do it, why can’t you? |
Wednesday, May 13, 2009
What makes us happy?
The full article is here:
http://www.theatlantic.com/doc/200906/happiness
Incidentally, JFK was within this selected 268-person group, but his files are classified until 2040.
Saturday, April 11, 2009
facebook architecture
My notes are:
1) The trade-off between consistency and latency is the key that makes large scale website like Facebook possible.
They basically don't guarantee that each user will see consistent results in real-time. But those results will eventually be consistent. This greatly reduce the latency for gathering the data.
I think the only use cases that actually require realtime distributed consistency is financial applications, anything that has to do with monetary transactions.
For example, Google search doesn't have to be consistent to two different users, located across the pacific ocean, searching the same term. So if one piece of search result is not available in US local server, they don't have to pull it from Asian local server before showing the search result.
2) Leverage open source movement.
They used LAMP, memcached, thrift and scribe really heavily. Having those robust tools as starting point saves a lot of in-house dev time for them.
3) It's OK to by-pass certain strict unit test and regression tests.
Again it's a trade-off between time-to-market with robustness. Facebook application is not mission-critical (yet), so they can allow to fail in production once-in-a-while. This gives them faster release cycles.
Saturday, April 4, 2009
世事如棋
有了这种把握,我信心十足的开始会议,第一步就开门见山:“如果你们担心的是我们的样品难于产品化,我们可以在一周之内提供200个样品。让你做全面的质检。” 这一步完全出乎他们的意料, 他们的执行主管马上表示同意。并且保证他可以说服他们的VP.
这样会议进行了没有5分钟,他们就一反上次会议的态度,主动接受了我们的主要计划。
之后进行的更是如鱼得水,我们在技术细节上的把握,完全令他们折服了。最后他们说这个项目要和我们合作。我们当然顺水推舟,敲定了下一步的几个实施步骤。
另一个让我们担心的是他们的商业推广经理,正在另一面和我们竞争对手谈。可是今天的NYTimes说我们的竞争对手有法律上的麻烦,这使我的担心减轻了不少。数字组不太可能冒法律上的风险,去直接从竞争对手那里获得我们要给他们提供的产品了。
Saturday, March 28, 2009
职场生涯(起点篇): 如何自底向上,推动新项目 (eric 原创)
Friday, March 27, 2009
antitrust (2001)
Because in the internet era, the code itself is no longer the most important part of a working system. Infrastructure and data are the new competitive advantage. Why would anyone want to kill for a piece of code that you can simply search and download from sourceforge or google code.
But without the training data that's driven the algorithm, without the scalable infrastructure to support massive deployment, it just won't work as well as it was designed for.
My acquantaince with Jeff Bezos
Wednesday, March 25, 2009
talk the talk
Unlike MS, Sun or Google, Amazon is driven by business people from Day One. In order to communicate with them, I really need to learn to talk the talk: revenue, cost, DWC, GMS and CP.
This also changes my mental picture of the whole company. I still remember how astronished I was when I first met an AM from Advantage and found out that his whole job is writing emails and making phone calls. In a business driven company, those are the people that stands a higher chance for career advance.
An interesting toy
Out of curiosity, I plugged the button to my PC and pressed button. Then the magic happened.
The windows run command window appears and someone automatically types in the URL of the NGO, so my browser starts up and goes directly to the website.
This is a URL link that is distributed through a physical button. That's creative!
Sunday, March 22, 2009
转贴:国内人的创业经验谈
——10条创业法则
文青
在任何时候进行创业都是困难的;经济寒冬时节创业,只不过多了一份心理上的艰难而已。虽然如此,比起老外来,我们则要幸福的多,毕竟,老祖宗给了我们乐观的辩证思维, “机”是和“危”连在一起的,“危则生机”嘛。
所以,经济寒冬时节的创业要从“危”中找出自己擅长的“机”来——
我这里姑妄说出,还请多提意见。
创业的最大障碍就是把创业太当回事,看的很复杂;以至于犹犹豫豫、患得患失,错过了很多好的机会。创业的结局如何,主要取决于你采取行动的速度有多快。先于别人抓住机会,会使你比别人更容易生存下来,并进而赢得发展。
我身边常有一些从大公司出来打算自己创业的朋友,过多地关注战略目标的制定、行业的选择、组织的结构、管理的程序等等,几个月整份商业计划出来,大多数不是胎死腹中,就是无疾而终。实践证明这样并不能创业。
也有迷信风水的。很多人的终生都在寻找一个好的行业、好的地点、好的关系圈,但屡屡碰壁,难成大事。
财大气粗的则认为资源决定一切。以资源为基础制定创业计划,但最有往往由于缺乏想像力,只能做些局限的事情。如同萧伯纳的《英国佬的另一个岛》剧中的爱尔兰人:“一辈子都在弄他的那片土,那只猪,结果自己也变成了一块土,一只猪……”
最有害的则是搞互联网的,总是拿新浪、百度、阿里巴巴说事,开口就要大笔钱,不烧几轮融资就做不成事。这哪是创业,这只不过是忽悠VC的游戏,最后成了公司不挣钱,但公司的模式挣大钱的资本获利把戏。结果今天VC变的只有“C”没有“V”了。
我的结论是,任何企业,大到跨国巨企,小到街边摊贩,都在做一件事:创造顾客价值。古时卖水的在大路边找个老柳树摆摊卖白开水,今天卖水者在高速公路加油站售货间里卖瓶装水。形式变了,实质没变,解决过路人的口渴需求。
创业该注意些什么。以下十点建议,希望能给你带来好处:
一、现金第一法则。
知道大多数创业公司是怎么死掉的吗?一个简单的计算公式是:现金收入总数除以花钱的速度。因为这可以告诉你到底还可以活多久。毕竟,钱花光时你就玩完儿了。只要你手里还有钱,你就没有出局。
百度的李彦宏就曾经有过“现金为王”的说法。但这里我说的现金重点指的是收入——具有可持续性、随规模可增性的现金收入。
风投的产生,使许多人认为,商业计划的关键是说服风投自己拥有一份利润更好的产品或者能够提供更优质的服务。
这就错了。
如果你的产品或服务能带来超额的利润,除非你拥有垄断市场的行政力量,否则,任何市场都很快会因为竞争而回归到市场平均利润的常态——年回报20%左右。这就意味着你必须抛弃那些网络经济里所谓的“烧钱”理念,放弃那些需要投入12个月、18个月才可以完成的用户价值发展的所谓伟大的商业模式;毕竟,现实中,你是用现金来购买设备、发放工资、缴纳税款、支付账单的。所以请把创业思考的重点放在如何减少必须的资金投入、提高销售周期,特别是尽快获得可重复增加的收入方面。
二、现实为本法则。
没错,创业需要创新;但创业更是脚踏实地的行动,而不是盲目自大地臆想:大言不惭地说自己在做没有人做的事!
太阳底下没有新鲜事。创业的创意源泉其实就存在我们身边。
也许你不知道,今天世界上最优秀的全球营养补充食品品牌纽崔莱,其创意源自中国。纽崔莱的创始人卡尔仁伯先生于1915年-1927年间,在上海工作生活了十二年的时间。期间,他由对中国人饮食的好奇到钻研,他发现了中国人饮食习惯与人体健康状态之间有着直接关联。于是他把中国人的饮食变成西方人容易接受的西药式的营养补充食品。
在携程之前,一般通过公司的协议价或旅行社才能拿到酒店或航空公司的折扣价;携程不过是用规模化的采购把这种特权商业化了。在淘宝之前,个人之间的商品交易仅限于同一街区附近的跳蚤市场;淘宝的出现则使得个人间的交易空间无限放大,白领可能羞于在街边摆摊,但却可以大摇大摆的在淘宝上开店。
如果你说没人在做你正在做的事,我只能说你要么是自大,要么是无知;因为这句话得出的结论无外乎两点:或者根本没有市场,所以没有别人做;或者就是你实在太不入流了,连查找、识别竞争对手都不会。
所以,如果你想创业,就要面对现实,从现实中发现市场存在的需求,看看自己能否用新的方法去满足市场需求。
如你觉得自己做不了携程,你可以代售自己所在城市的游玩门票。我一个朋友因为跟着我去了趟长隆欢乐世界,就自己先是在淘宝上做团购,现在则拥有了自己的广州游乐网,而且开始投入很少,但生意却是一直不错。
我个人认为,如果你实在没有好的创业点子,就到淘宝上好好逛逛,那里面的点子多的是。最近我一个朋友因为发现淘宝上有好多代购小店,就计划把这种模式规模化,我认为这是一种很好的商业模式——专业代购网,好像还不多见。
比如娱乐这件事,最早人们是通过口口相传的方式,后来发现演唱的方式更易于传播,再后来出现了文字、产生了小说;接着人们发明了电影、电视、录放机、VCD、DVD……这中间的商品化则是从第一次转变开始,即从口传到演唱,也就是最早的巫师(巫师可是通过神秘的表演换取古代人的奉养的)啊!
仔细观察身边的消费需求,看看自己是通过选个新地方还是换种新方式来实现这种满足,遵循现实行动起来,你的创业也就开始了。至于规模化的问题,等你有了足够的现金再来考虑升级也不晚。
有一个我极为尊敬的朋友,常常用“大红花理论”谆谆告诫容易发白日梦的年轻后生,就如在我上一篇博文里批评我的那位朋友,让我想想微软。其实在整个地球上,不也就只出了一个微软。人人都羡慕那开的姹紫嫣红的大红花,却不知大红花就那么几朵,大多数梦想最后都成了绿叶,而更多的成了我们看不见的落叶。
有梦想是好事,但如果梦想不切合实际就会变成坏事;甚至带来极大的危害。4年前,有个李姓朋友郑重其事地告诉我他的预测:随着中国人越来越富裕,越来越追求生活品味,中国将进入红酒时代。并掰着手指头兴奋地给我算帐:中国沿海城市接近5亿人,假设有红酒消费能力的占10%,就是5000万,我只要求占其中1%的市场份额,不算贪心吧,就有50万人,平均每人每年消费12瓶红酒,他摇着头说这可是极其保守的估计了,一年卖多少瓶?就是6000万瓶啊!
今年过年,我这位李姓朋友没有照例参加老友间的聚会。靠几年前做广告打拼挣的几千万身家不但全部赔进去了,老婆都闹离婚了。一出典型的现代版的“赔了夫人又折兵”!
原因在哪里?如果我们换个算法:第一年我主攻广州市场,用5-6个月的时间在年轻白领较集中的天河、东山、海珠建立3个销售网点,并洽谈10家左右的酒楼渠道,平均每个网点每天平均销售3-5瓶,这样算下来第一年的销量也就是1万瓶左右(去掉建设网点的时间)。
这里还没有考虑酒的供应渠道问题。如果卖进口红酒,还牵涉到国际物流、进口关税、国际结算等更复杂的流程;而目前因为国家红酒关税较高,所以目前的红酒市场基本是“三七开”,只有30%的进口红酒是正常进来的,超过七成的红酒都是走私近来的。如果你连这个市场的基本游戏规则都搞不清,你怎么参与市场竞争呢?而如果卖国产红酒,则存在代理权问题,这中间同样涉及到资金、销售、批发、物流等等问题。
所以,考虑问题要全面,要从实际出发,既要洞观市场全局,弄清该行业的基本游戏规则,摸清里面的道道;又要从基础做起,而不要只是看见一朵大红花,就以为到处都是大红花,就认为自己也可以成为那朵大红花。
眼高不是好高骛远,而是考虑问题要全面,并善于抓住问题的关键;手低则是指做事踏踏实实,一步一个脚印;不要拿虚无缥缈的概算自我陶醉。
四、资源整合法则
有一则家喻户晓的耐克神话:在美国俄勒冈州的比弗顿市,四层楼高的耐克总部里看不见一双鞋,员工们只忙着做两件事:一件事是建立全球营销网络,另一件事是管理它遍布全球的公司。不用一台生产设备,耐克总公司缔造了一个遍及全球的帝国。一双耐克鞋,生产者只能获得几个美分的收益,而凭借其在全球的销售,耐克总公司却能获得几十甚至上百美元的利润。
自工业革命发生以来,这个世界今天最不缺的就是企业,各种各样,你想到的想不到的企业不仅仅有,而且过剩。
所以在你打算自己进行创业时,不妨想想哪些是你必须掌控的关键,哪些是些可以外包的非核心环节。从而减少不必要的投资,也可以让自己有限的资源得以聚焦!
今天下午,我一个做学习机生意的兄弟过来拜年。他3年前靠50万起家,现在做到了1000万,在广州、东莞、深圳拥有50个零售网点。一半做自己贴牌的产品,一半做品牌代理,如读书郎、步步高等。谈及今年的规划时,他说苦于目前的工厂多为私人工厂,产品质量难以控制,所以他打算花个几十万在东莞建个工厂,并顺势把研发能力培植上去。
这样一来,他的战线立刻变长了:研发、采购、工厂、销售、自有品牌、代理品牌等,他的时间和精力由原来全部专注到销售现在则至少分出50%到工厂方面,这对销售团队的稳定也将构成挑战(因为他的销售团队战斗力是最强的,成为各竞争对手猎挖的对象)。
我的建议是,韬光养晦、专注销售,整合目前央视广告品牌放量,争取2-3年内做精广东市场,实现销售额突破1个亿,同时把现在的自有品牌服务化,依托销售网络打造出一个优秀的服务品牌,等自身销售网络成熟,运用外包理念整合制造和研发资源,再把服务品牌延伸为自有产品品牌……
资源整合打破了传统的木桶理论,其最大的优点是:用别人的长板来弥补自己的短板;而不是什么都自己来。如实施外包生产,耐克公司将设计图纸交给生产厂家,让他们严格按图纸式样进行生产,尔后由耐克贴牌,并将产品通过公司的行销网络将产品销售出去。这种模式充分实现了优势互补的作用。耐克公司的这一战略,节约了大量的生产投资以及设备购置费用,将产品的生产加工外包给东南亚等地的许多发展中国家的企业,利用当地廉价的劳动力,极大的节约了人工费用,这也是耐克运动鞋之所以能以较低的价格与其他名牌产品竞争的一个重要原因。
再说,今天的信息网络已经极为发达, 通过信息网络, 每个人都可以把自己非核心的部分外包出去。如阿里巴巴就提供了一个很好的产品外销平台;买遍美国的代购网站ONENOW把他的物流外包给了DHL,支付则与VISA达成了战略合作。最有名的战略资源组合则是麦当劳、迪斯尼和可口可乐……
五、团队轻装法则
受VC风潮的影响,现在开始的创业者往往要想方设法组建一支豪华的创业团队——有着在跨国大公司工作经历的精英们,有些人甚至不惜弄个洋学历以加强忽悠能力。
问题是,如此豪华的团队真的是适合创业的团队吗?
2001年,我和5个在广告行业都有一番作为的朋友一起创立化妆品公司。大都有做过总经理经验,但就是这么一群堪称优秀的广告人却不知道生产防晒品需要许可证,结果白白损失了2002年夏季防晒市场,虽然独创了一个“晒后修复”的新概念产品,但对于一个新品牌来说,开创一个新市场太难了!
秋冬季节,我们又忽略了南北冬季气候的巨大差异对润唇膏产品质量的影响,结果产品到了山东的柜台上,旋开盖就断了!还有销售督导吃“空额”、经销商跑路等的管理问题,盲目扩大市场管理滞后的问题……
短暂辉煌之后,6个创业伙伴迅速解体……其实,这些大公司出来的人,习惯了养尊处优的工作和生活方式,习惯了大手大脚花钱,并不是白手起家的最佳拍档。
相反,那些年轻、便宜、渴望工作的人,那些上手快但并不一定有全面经验的人,那些下岗对工作机会异常珍惜的人,都是创业起家的最佳拍档。如我那个做学习机的朋友,起家时几乎全部聘用的是30多岁的妈妈级下岗女工。他的说法是,这些人对工作机会极为珍惜,工作勤力,且因为自己也有孩子容易与顾客沟通,建立信任;当然,这些人的费用也不高。从50万起步到今天,5年让自己的资产翻了20倍。
至于资深管理者,我给他的建议是,实现了3个亿的销售额后再考虑;在这之前,请使用那些能够负担得起的人,并建立起能把他们培养成优秀员工的机制。
今天,受经济危机影响,创业的团队组建成本将更低,而你所做的就是如何把他们的积极性和创造性更为充分地调动起来;毕竟,创业需要的是行动力,而不是一大堆吵闹不休的想法。
六、功能为先法则
忘掉那些曾经让你为之疯狂的“形式”吧,如果你还处在创业阶段时。
今天,即使那些以设计闻名的成功大品牌,如APPLE,其真正的创新之处也在设计之外。如i-Pod、i-Phone,其最伟大的创新是乔布斯成功地把一个成熟的有限产品颠覆了,并改变了市场竞争规则,而使其成为一个功能服务平台:与其说i-Pod一个音乐播放器,倒不如说它是一个音乐服务平台,从发布、下载、播放等提供从B到C的完整商业链功能;同样,i-Phone除了产品本身的功能创新之外,在全球每天有接近10万个技术团队为i-Phone开发各种各样的应用软件。反过来,这些围绕i-Phone进行的开发应用又促进了产品的销售、用户的疯狂!
乔布斯,让平凡的MP3和手机真正拥有了互联网的能力。
从营销方面来说,每个品牌都应该建立一个与消费者相关的概念或词语。如:
飘柔=柔顺
海飞丝=去屑
玉兰油=美白
新浪=新闻
百度=搜索
携程=打折旅行
沃尔玛=低价
联想=计算
所有这些,都和人们需求的某种功能紧密相关!按照马克思资本论对商品的经典定义,价值是建立在使用价值之上的,使用价值就是功能。
所以,创业阶段的产品,必须把功能放在第一位,至于“形式”问题,会随着你的实力而逐渐发展起来的。世界上的第一辆汽车看起来更像不用马拉的马车,而乔布斯的第一台电脑,今天看起来也只能用“古董”来含蓄回避其“形式”的美丑。
毕竟,消费者大量消费的都是些实用和便宜的产品!哦,当然,如果你实在不知道自己产品的功能有何优异之处,不妨想想服务吧,服务,是产品永不过期的功能,更伟大的是服务还有助于你建立口碑效应!
七、市场求对法则
如何制造受欢迎的产品?什么样的营销手段才最有效?
创业成功的最终裁判是谁?市场!
所以我的答案很简单:市场。不要管你的产品是否足够好或是否完美?不要管你的营销计划拟定的是否完善?因为决定他们质量的要素不在办公室或者你强大的笔记本电脑里,他们在市场上;而获得市场判断的办法只有一个,把产品投放到市场上去检验,把营销计划到市场上去检验。
市场是检验他们优劣的唯一地方。
为谨慎起见,你可以先选择一个较小规模的市场试销售,根据市场反馈,对产品和营销计划进行修正。
这样做的好处显而易见:你可以加快市场进入的速度,以尽快获得现金的流入;同时你也能了解到客户需要你真正解决什么问题。况且,花费更多的时间并不能保证产品的完美,相反只会产生更多不需要的功能。
而营销计划则往往在翻来覆去的推敲中,失去了直觉的生动和市场进攻激情而流于平庸。这在我自己多年的广告生涯中屡屡遭遇到(康佳如不是因为大量的小彩电库存清不掉而绝不会接纳彩色外壳的建议;海尔空调如不是因为屡攻华南市场而不克也绝不会采用福利彩票式的刮奖促销)。
好文章是改出来的,产品也是。好文章是读者改出来的,好产品则是消费者改出来的。
当然,这需要在你的信誉和现金流二者间做一个折衷:你不能向客户发送一堆垃圾,但也不能等待你的产品变得完美无瑕。
读者注意了,这一条法则不适用于与我们的生命健康相关的任何产品。
市场是如此重要,因此,在创业初期,我们最好不要依托第三方中间商来销售。
从字面来理解,创业就是创造顾客需求的事业。通过直销,我们才能更直接地把握更多的消费者需求,洞悉市场需求的变化趋势,并快速反应,找到满足市场需求及变化的办法来。中间商只不过销售工具,本身并不能为你提供任何市场需求帮助。
如世界直销之父,纽崔莱的创始人山姆仁伯先生亲自为直销拟定了6个简单步骤,这一模式直到今天仍被推崇,并成为纽崔莱产品成功销售之道,他们是:
1)亲身使用产品;
2)不断学习;
3)做产品代言人;
4)成为朋友;
5)分享你的知识;
6)提供亲切服务。
山姆仁伯的直销六式,需要你一板一眼地,而不是故弄玄虚地来解释你的产品:功能,服务,用户价值,价格,质量要素等等。市场上那些靠一个优美故事成功的是不足借镜的,因为这是他们成功后的说辞。而你,需要付出更多的努力来等待成功。
如果因为实力太过于弱小,不要说中间商,就是进商店的费用,如进场费、条码费、货架费、促销费、销售人员管理费等也难以承担的话,感谢INTERNET吧,他为我们提供了直销商品的最便宜通路——电子商务。
马云的淘宝、马化腾的拍拍,最近李彦宏在折腾一个叫“有啊”的商城。在上面开店,甚至连店租都不用。
当然,山姆仁伯的直销六式依然是不二法门。
当你度过了创业的最艰难阶段,进入规模化发展阶段时,借助第三方渠道则是最快捷的方式。这时你可以采用“复合渠道”模式,即直销+代理;通过整合代理商的资金、物流和销售能力,快速实现规模化扩张。
九、制度资本法则
这个法则看起来比较严肃,似乎不属于创业型企业。如果你仔细观察就会发现,大多数创业型企业的生命周期就是5年。
为什么很多看起来很优秀的新兴企业、很多优秀的企业领导人却无法度过5年创业期呢?
企业变大之后,首先遭遇的挑战就是管理上的。初创时期,就是一个老板带十几个或几十个员工艰苦创业,甚至吃住都在一起,那时候,整个公司真的就像一家人,所有人都跟着老板兢兢业业打拼,彼此也没有严格的上下级观念,更谈不上制度。
而过程中的错误,因为团队小、知识得以充分流动和共享、组织单纯而敏感性很强,会被及时地发现并修正过来。大家不会责备犯错误的人,而是为错误被及时发现而庆幸,错误被成功解决而集体欢呼!
问题出在人多,如果团队超过100人,大家感觉成功在望时,就开始制定各种各样的制度,一是明确流程,一是为了保障各级功臣的权力与利益。自然而然也就出现了因为权力和利益而来的明争暗斗;企业里面,小道消息忽然盛行起来,人与人之间开始拉帮结派……
这时,团队中的人和事会自动的适应环境,并使错误合理化。这样的公司制度就不是资本概念而是成本概念。制度不是在推进公司向前进,而是制造复杂、掩饰错误,甚至压制优秀、打击辛勤工作的人。
我就亲耳听到某家公司的副总裁感叹说,他现在开始骗人了!为什么,因为公司的老板听不得批评意见,周围就慢慢养成了一种“伺君”气氛。
1945年7月4日下午,毛泽东专门邀请黄炎培等人到他家里做客。整整长谈了一个下午。毛泽东问黄炎培,来延安考察了几天有什么感想?黄炎培坦率地说:“我生60多年,耳闻的不说,所亲眼看到的,真所谓‘其兴也勃焉,其亡也忽焉’。一人、一家、一团体、一地方乃至一国,不少单位都没能跳出这周期率的支配力。大凡初时聚精会神,没有一事不用心,没有一人不卖力,也许那时艰难困苦,只有从万死中觅取一生。继而环境渐渐好转了,精神也渐渐放下了。有的因为历时长久,自然地惰性发作,由少数演为多数,到风气养成,虽有大力,无法扭转,并且无法补救。也有因为区域一步步扩大了,它的扩大,有的出于自然发展;有的为功业欲所驱使,强求发展,到干部人才渐渐竭蹶,艰于应付的时候,有环境倒越加复杂起来了,控制力不免薄弱了。一部历史,‘政怠宦成’的也有,‘人亡政息’的也有,‘求荣取辱’的也有。总之,没有能跳出这个周期率。”
自负是成功的市场的最大的敌人,客观才是市场所需要的东西。当人们成功后,他们就会趋向于变得不够客观,从而更加自负。他们经常使用他们的想法来代替市场上所需要的产品。
这里面,我以为有很重要的几点就是:
1、老板要做制度的建设者,而不是破坏者;除非这个制度确实跟不上发展,那也要从改制度始。原因很简单,老板不尊重制度,公司将没有人尊重制度,最后所有人都察言观色,按老板喜恶做事。
2、谎言说一百遍就变成真相。所以老板要带头审视自己经常向消费者、员工传达的内容是否真实,因为他们的谎话会误导和蒙蔽我们,导致自己把许多错误和不正常看做正常;从而错过真相,错过改正错误的机会,使错误像滚雪球一样越滚越大。
3、要眼光向外,以外部发展需要来重组企业内部,以外部来拉动内部,这样内部的习惯就分崩离析了。并坚持不懈地提高标准,扫除自己的死角。
4、要利用会议引导全员坦率地讨论真相,互相之间讲真话。高度重视员工的建议,因为很可能他们发现并提出的问题,正是企业身处其中却浑然不觉的要害。
5、经常用最傻最初级的问题拷问自己:我企业存在的理由是什么?我企业以何竞争?
十、班门弄斧法则
中国人崇尚谦虚,但不适用于企业。相信对电子商务有所了解的每个人都知道马云,知道马云在淘宝刚刚起步时就不断嘲笑ebay的经典语录。
所以在你具备一定的实力后,你不妨想方设法把自己和业界老大联系起来:“ebay是大海里的鲨鱼,淘宝则是长江里的鳄鱼,鳄鱼在大海里与鲨鱼搏斗,结果可想而知,我们要把鲨鱼引到长江里来。”
丰田在美国是这样推销雷克萨斯的:花一半的价钱,买奔驰的品质。丰田用不着解释什么是“奔驰的品质”。
1999年,成立仅仅一年的TCL电脑刚刚凭“光屁股”策略跃过月销量万台门槛后,就利用英特尔的制衡策略赢得了“奔4”在中国的首发权;而杨伟强也借用联想杨元庆“联想少帅”的名头给自己封了个“奔4少帅”,到2002年,TCL电脑年销量就突破了40万台,并一举成为家用台式电脑的第一品牌。
2004年,我负责TCL电脑的市场后,继续沿用这一市场战略,傍着联想死磕,以差异化冲击联想,搞的联想杨元庆头大。那两年,可以说是TCL电脑营销史上的一个里程碑。
班门弄斧法则很简单,就是通过各种方法,把自己和最有名的连在一起,正如牛顿所说:我成功,是因为我站在巨人肩上。
毕竟,在你很小时,业界领先者不愿和你纠缠,怕因此反而抬了你的身价;如果你已经强大起来了,他的反击恰恰证明他已陷入困境。
至少,这会让你省下大笔的广告费。
最后,祝你好运,创业成功!
完。
Friday, March 20, 2009
Percentage of useful work
That's not very efficient use of my time or my team's time. Yet I can't complain about it, because that's all part of the cost of doing business.
Having been in the real world for a while gives me a new perspective to accept this reality. Even the greatest person needs to spent a lot of time catering the wasteful bureaucratic politics, not to mention some average Joe like me.
Sunday, March 15, 2009
enso launcher and spellchecker
Launcher demo
Spellchecker demo
Sunday, March 8, 2009
A wonderful start

Will Zhou was born on 3/5 4:43pm. He weighs 6.99 pound. He cried and peed as soon as I cut his umbilical cord. For the last 3 days, he has demonstrated persistent interest in Sophie's breast, the ceiling, anything moving. He alarms us whenever he needs diaper changing, burping or feeding, but he never cries without a reason. This makes him a very optimistic baby.
I am also impressed with his communication skills: he talks with his big eyes, makes faces with his small lips, and challenge gravity with his feet waving in the air.
3 or 4 years from now, when he can give accounts with words, I would show him the video of his meditation and interview him to find out what exactly was he thinking when his eyes were rolling around.
Thursday, February 5, 2009
Good to Great (part 1): first who then what
In his description of level 5 leadership, he stressed the importance of: Get the right people first, then let them decide what to do.
Having unsuitable people will affect the culture and de-motivate the right people.
What defines a person? It's his/her previous experience, education and "character". Among them, "character" is the most important, because it is the only thing that can't be changed, and it will affect his/her future growth. With the right "character", one can quickly gain experience and obtain new knowledge.
What defines the "right" character?
I would say integrity, optimism, open-mindedness, responsibility.
These are things that's formed in the early stage of life and can never change in the later life.
Tuesday, February 3, 2009
Difference between product and research
In research, you want to keep at least three new ideas going in parallel, because it's cheaper to fail any of them (the cost is just your time) than having nothing to show at the annual review. You grew used to failures, because that's what 99% of risky research is supposed be.
In production, you want to stick to the next release and make sure it's as solid as time allows, because anything went wrong in production, someone's head is going to roll. You became pragmatic the pace for advance. It's more important to make a strategic move than solve a hard problem.
Ideally, a company would need both. But only the really big monopolies can afford to have both, in their good times.
When the going gets tough, product group are much safer than blue-sky research.
Monday, February 2, 2009
How America has changed since Nov 2008
"The Holiday": big SUVs, huge house in LA, first-class flights. Just 10 minutes into the movie, you know Amanda's lavish life is not happening today. She can safely get her mind off the little sentimental troubles and focus on how to pay the bills.
Let's face it, no business is recession-proof. Not marketers on Madison Ave, Not celebrities on Sunset Blvd, Not even the mafias on the Strip.
And when Graham, the charming British book editor, portraying his mother, an important Random House editor, a strong working woman. I have to say the game has changed, and the movie script writers weren't pay attention.
The recession is an excellent chance for POD (I mean publishing on demand, not just print), because the blockbuster model of publishing is simply not sustainable.
Thursday, January 29, 2009
POD Charleston summit
The night after my presentation, we went out to Wasabi Japanese Steak house in downtown Charleston and I got totally wasted. Everyone had teppanyaki, just like in the movies, the chef cooks in front of the teppan table and played all kinds of tricks like tossing bite-size oyster and his knife left and right.
| From MOD Charleston retreat |
After the dinner, we went to Havana Place to smoke it out. That was one of the most lavish night I have had this year. All the hard work we put in 2008 are totally worth it.
Considering the whole country is sinking, I felt fortunately our business is booming.
Thursday, January 22, 2009
Recession has its value
It's food, basic clothing, basic housing with heat and road. Any government or corporation that negalect these basic needs will be ousted. No matter how well they brand themselves.
Recession took away the rosy cover of all the ponzi schemes, from Bernie Madoff to the all US financial market. In nature, a wild fire burns down a over-grown forest, and transform the half-death trees into fertilizer to give new life a chance to revive. Recession does the same to human society. It takes out the rotten structures and give new business and institutions a chance to start from scratch.
Thursday, January 15, 2009
computer vs human
But a human is 1 million times more complicated. Because he/she is not always logical, differs person to person, and worst of all, there is no memory dump to debug. The only interface is email, phone-call and face-to-face talking. An organization of human is 1 trillion times more complicated. Because it's rarely logical, and often political. 99% of the decisions are made invisibly due to some accidental reason.
The best you can wish is to minimize the impact of its illogical decisions.
For example, our big boss manages two pieces of business. One makes good money, the other loses money.
I happened to work for the part of the business that's profitable. It's amazing to see how the big boss insisting on saving the money-losing business by thrashing the profitable business. Even worse, the money-losing business is on track to lose more money because the entire trend in movie content distribution is just not going to direction that our big boss had bet on.
The illogical part is, who in the end, will pay for the losses. You might think it's those who made the wrong bet. Nope, it's those who pointed out the wrong bet. That's just one small example of human organization.
Friday, January 9, 2009
Tuesday, January 6, 2009
Lost of founding fathers, lost of principle
General Americans still believe that the country (in principle) should follow what the founding fathers declared in the constitution.
Even after all the jaw-dropping political fiascoes (Vietnam war, Watergate, WMD, Iraq war II), the general public still believes there is clear right and wrong, by measuring it against what the founding fathers had said 200 years ago.
Would any Chinese ever do the same for what Sun Yat-sen or Mao Zedong had said? Maybe this is because Chinese population had long been disillusioned since Han Dynasty: you can rebel and revolute as much as you want, and if you are lucky, you will win and rule for a few hundred years, but sooner or later, the next dynasty will replace you. And before long, everything returns to square one.
Below is the original Amazon user review that triggered all these thoughts:
The most important book written since COMMON SENSE, April 21, 2008
Dr. Ron Paul's THE REVOLUTION: A MANIFESTO is a concise (167 pages) and
convincing argument for a return to America's libertarian principles.
During his campaign for president, Dr. Paul established a very diverse
following: Republicans, Democrats, Greens, and "even some anarchists,"
he would joke. In truth, many people were drawn to him due his obvious
sincerity -- a breath of fresh air! -- even if they did not fully agree
with or understand his ideology. Now they will understand and become
Austro-Jeffersonians, one and all!
The first chapter, "The False Choices of American Politics,"
demonstrates why those Ron Paul supporters who do understand his
message cannot bring themselves to vote for either McCain or
Hillary/Obama, or even to really care who among them wins: There is
very little (if any) substantive difference between them. They may
disagree about when and where to use foreign intervention, but never
over whether it should be used at all. They may disagree over how fast
interest rates should be cut by the Fed, but never over whether the Fed
should exist. You get the idea.
Chapters 2 and 3 are titled "The Foreign Policy of the Founding
Fathers" and "The Constitution," respectively. Here Dr. Paul challenges
his neocon and liberal opponents to openly condemn the wisdom of the
founding fathers, which they do with their actions, or else follow it.
The framers of the Constitution were far from unanimous -- there were
bitter disputes among so-called "Federalists" (Hamiltonian
nationalists) and "republicans" (Jeffersonian decentralists) -- but
today's neocon/liberals reject the wisdom of both parties, taking an
expansive view of their powers that even Hamilton himself would have
seen as excessive.
Chapter 4, "Economic Freedom," may be an eye-opening one for many
readers. First, there are the liberals who were attracted to Dr. Paul's
campaign, who may for the first time be presented with a contrast
between the true Austro-Jeffersonian libertarian brand of capitalism
and the inflationist, Kudlow & Company / Forbes magazine variety.
Secondly there are many "paleoconservatives" I met who supported Dr.
Paul but were under the mistaken impression that he was against free
trade -- nothing could be further from the truth! In fact, as Dr. Paul
points out here, he is 100% in favor of unilateral, unconditional free
trade and 100% against quotas, sanctions, embargoes, duties, and
protective tariffs. He does oppose phony "free-trade" deals like NAFTA
and the WTO (joining many liberal Democrats in doing so, but for
different reasons) not because they "steal American jobs" (they don't),
but because they limit trade too greatly. Furthermore, they erode
constitutional sovereignty and work for the benefit of politically
connected elites, something with which libertarians, paleocons, and
liberals can all agree.
All three constituencies will also cheer Chapter 5, "Civil
Liberties and Personal Freedom." Here the contrast between Jeffersonian
libertarianism (once considered "liberalism" before that philosophy was
given a bad name in the early twentieth century) and the so-called
"conservatism" of the neocons and post-WWII New Rightists is perhaps at
its greatest. Ron Paul supports the Constitution and the limits it
places on government -- which makes him a "blame America" leftist among
the neocon punditry, all apologists for the liberal
Wilson/FDR/Truman/LBJ foreign policy, by the way.
But the best and most important chapter, without a doubt, is
Chapter 6, "Money: The Forbidden Issue in American Politics." Here Dr.
Paul expertly details the operations of the Federal Reserve System in
stunning clarity -- no conspiracy theories or half-truths that often
further obfuscate discussion of the secretive monetary authority. The
Austrian (and true) perspective on the Fed is not to be horrified that
the Fed isn't a government agency (it is, even if indirectly), but to
be outraged that all banks are essentially arms of the government. We
don't need the government to have even more control over the money
supply, we need it to have no control whatsoever (the exact opposite of
what movies like FREEDOM TO FASCISM seem to suggest). What's more, Dr.
Paul doesn't spread the myth that the Fed somehow profits as an entity
when it creates money (its profits go to the Treasury), but instead,
politically connected individuals and businesses profit at the expense
of working-class and poor families. You see, the effects of inflation
are not uniform -- the Fed System works as a wealth redistribution
system from poor and middle-class to the rich and politically
connected. How so? Buy this book and find out!
Finally, the book ends with the self-titled seventh chapter in
which Dr. Paul lays out a moderate and realistic course that could be
accomplished over one or two presidential terms. I'm tempted to share
this blueprint for you here but I don't want to discourage anyone from
buying the book. Instead, I'll use the last few words of this review to
lament the fact that this blueprint will certainly not be implemented
by the next president. Perhaps a young man or woman who volunteered for
Ron Paul's campaign in 2008 will work his or her way up through the
political establishment and be swept into office, with a like-minded
Paulian Congress, sixteen years from now (just as Reagan followed
sixteen years after Goldwater -- not that either of these two are to be
looked at as heroes. . .). We can only hope that the Republic can
endure that long!
Sunday, January 4, 2009
new year resolutions
2) Dissect Hadoop. Apply it to crawling public domain content.
3) Finished my storybook project
4) Lose 20 pounds at least
5) Find more time with family
6) Finish the HMM courses
7) Ride out the upcoming inflation
8) Practice mindful meditation 10-15 min each day in the early morning.
9) Build stronger muscle.
From Jesus to Christ
It helps clarify a lot of the questions I had when I was studying bible.
Conditions for Authentic Happiness
- 59:28 min
Google Tech Talks
March 15, 2007
ABSTRACT
If happiness is an inner state, influenced by external conditions but not dependent on them...all »
March 15, 2007
ABSTRACT
If happiness is an inner state, influenced by external conditions but
not dependent on them, how can we achieve it? Ricard will examine the
inner and outer factors that increase or diminish our sense of
well-being, dissect the underlying mechanisms of happiness, and lead us
to a way of looking at the mind itself based on his book, Happiness: A
Guide to Life's Most Important Skill and from the research in
neuroscience on the effect of mind-training on the brain.
Speaker Bio: Matthieu Ricard, a gifted scientist turned Buddhist monk,
is a best selling author, translator, and photographer. He has lived
and studied in the Himalayas for the last 35 years where he currently
works on humanitarian projects. He is an active participant in the
current scientific research on meditation and the brain.
A very nice person with a fullfilling life
He started the VIM project when he was a programmer on image processing algorithms. In order to finish VIM 7.0, he quit his job and got supported solely by donation from VIM supporters. Eventually, google hired him and now he can work on VIM as a full time job.
The talk itself is about how forming an effective habit of editing:
1) find inefficiency (e.g. search a key word, open a network file)
2) find a fast way to do it (he used vim as example, but it can be generalized to any editor)
3) train yourself to use the fast way, again and again to form a habit.
So overall I learned a few nice vim tricks and started appreciating how powerful it can be. Near the end of the talk, when answering a question about donations, Bram said since he no longer needs the donation to survive, he is directing all the vim donation to a charity to help children in Uganda.
When I finish watching the talk, I thought. What a wonderful life! He has made at least two big legacies (VIM and the charity project). Both benefit people in need. And he is highly effective in doing both.
Thursday, January 1, 2009
lose or win
It's as if there is a only one way to thrive and that must be "my way". This almost fundamentalist view of life is partially caused by the winner-. takes-all culture of modern societies like US and China. In fact, throughout an individual's brought up, he/she routinely gets trained by succeed in the expense of others (take ranking by the exam score as one example, take popular poker games as another example). There is an over-emphasis on competition and ignorant on collaboration.
In reality, one person can never succeed on his/her own. In fact, to get anything done, it's almost always necessary to form a team that has a strong sense of bond and trust within the team. That, is the real art of leadership.
The founders of Urbanspoon