評論
打印
And so I would say, don't always go through the tiny little door that everyone's trying to rush through.
因此，我想對大家說的是，不要拘泥于大家都盯著的彈丸之地
Maybe go around the corner, and go through the vast gate that no one's taking.
也許下一個轉角就會遇到沒人發現的巨大機遇
Thank you very much. I guess there's time for, do you want to take a few questions? Sorry?
謝謝大家。有人想問問題嗎？什么？
Oh yes, people want to take, I'll take a few questions with few minutes time. Yeah, go ahead.
嗯，對。我用幾分鐘來回答幾個問題。請講
Since, yeah, as you mentioned, you already mentioned further competition often look similar
正如你所講的更深層次的競爭看起來都是很相似的
because the narrative of people tell ourselves.
因為人們會撒謊進行掩飾
Do you have any ways to easily determine the difference
那么當一個主意比你的方法要好時
when your looking at an idea that is better than your own idea?
有簡單的方法來確定之間的差異嗎？
Well I'd say the question I always try to focus on is what is the actual market?
我考慮這個問題的思路是實際的市場是怎樣的？
So not what's the narrative of the market,
要看市場是怎樣的
because you can always tell a fictional story about a market that's much bigger or much smaller.
而不是創業者編的夸大或縮小的故事
But what is the real objective market?
但真實的市場是這樣嗎？
So, it's always, yeah, you always try to figure it out.
因此當你認識到人們
And you realize people have incentives to powerfully distort these things. Yeah?
有充足的動機去撒謊時，你就會想去弄明白真實的市場是怎樣的了，請講
Which of the aspects of monopolies that you mentioned would you say is applicable to Google?
您提到的哪些方面的壟斷在谷歌身上有所體現呢？
Well they have network effects with the ad network.
他們在廣告網絡上具有網絡效應
They had proprietary technology that gave them the initial lead,
他們的專利技術讓他們得以騰飛
because they had the page rank algorithm which was sort of,
因為他們的網頁排名算法
an order of magnitude better than any other search engine.
比當時的搜索引擎好的太多了
You have economies of scale, because of the need to store all these different sites.
此外還有規模經濟，因為谷歌需要存儲所有這些不同的網站
And at this point, you have brand, so Google has all four.
因此谷歌也就有了品牌效應，谷歌具備所有以上四點
Maybe the proprietary technology's somewhat weaker at this point.
也許專利技術不是那么突出
But, definitely, it had all four, and maybe three out of four now.
但不管怎么說4個要素它都具備了，至少3個方面非常好
