評論
打印
When we first saw this happening in December of 1999, January of 2000 right after we launched,
1999年12月到2000年1月我們發(fā)布了產(chǎn)品
there was a sense that these were all, it was such a small market it was terrible.
我們有種感覺，市場也就這么點，這是個很小的市場
We thought these were terrible customers to have.
上面都是屌絲
It's just people selling junk on the internet.
賣的東西都是垃圾
Why in the world do we want to be going after this market?
我們?yōu)槭裁匆M入這個市場？
But, you know, there was a way to get a product that was much better for everybody in that market.
我們可以為這個市場里的顧客提供更好的產(chǎn)品
You could, and we got to something like 25, 30%, you know, market penetration in two or three months.
兩三個月后，我們差不多就有了25%到30%的市場份額
And you got some walk in.
我們邁出了第一步
You got brand recognition and your able to build the business from there.
有了一定的品牌知名度，生意就從這里開始了
So I always think these, these very small markets are quite underrated.
我始終認為，這些小的市場被低估了
The Facebook version of this I always give is that you know
Facebook最開始也一樣，我也經(jīng)常舉這個例子
if the initial market of Facebook was 10,000 people at Harvard,
Facebook最初的市場只是哈佛大學的1萬人
it went from zero to sixty percent market share in ten days.
它從建立到占據(jù)60%的市場只用了10天
That was a very auspicious start.
這是一個非常好的開始
The way this gets analyzed in business schools is always, that's ridiculous,
但這個例子總被商學院認為是非常荒謬的
it's such a small market it can't have any value at all.
因為市場太小了，根本沒有價值
And so, I think the business school analysis of Facebook early on, or of PayPal early on,
我認為，商學院對于早期的Facebook，PayPal或者
or of eBay early on is that the markets were perhaps, so small as to have, almost no value.
eBay的分析是：市場太小，幾乎沒有價值
And they, they would have had little value had they stayed small,
當然，如果市場一直那么小的話，就真沒什么價值了
but it turned out they were ways to grow them concentrically and,
但事實是，他們后來都做大了
that's what made them, that's what made them so valuable.
成為了非常有價值的公司
Now I think the opposite version of this, is always where you have super big markets.
與此相反的一個例子是進入了巨大市場的公司
