面向2022的问题

*有点奇怪,英文标题的博文很容易收到大量垃圾评论,所以改用中文标题

原文地址:https://www.ben-evans.com/benedictevans/2022/1/2/2022-questions

加密(技术/货币)

blockchains let us build distributed, trustless computers, applications and services, based on consensus, ownership and integrated incentives, but making that real involves a lot of plumbing

AR, VR和元宇宙

AR and VR might be the next smartphone, but they might also be the next smart watch, drone, or games console – very cool but a narrow market.

政策

while there are obviously waves of tech regulation coming, it’s less obvious how much any of this would change our day-to-day experience of consumer technology (and most of it isn’t intended to anyway). Meanwhile, of course, the vast majority of the 3-5,000 actual tech companies founded each year in Silicon Valley alone don’t make platforms, social networks or adtech – and aren’t affected in any meaningful way by any of this.

隐私

advertising & marketing is a $1tr industry, a third of it is now online, and it’s the single most important lever for ecommerce on one hand and the growth of new brands and new competitors on the other.
If I ask my Apple Glasses “I met someone from Disney last week, wearing a red shirt – what was his name?” what privacy issues arise? And when does the competition regulator force Apple to give competitors API access to that? If I use a new social network that uses a public blockchain as its source of record, what data is private and what does that mean?

汽车

there’s an order of magnitude fewer moving parts, a very different supplier base, and much of the sophistication moves to software. We go from complex cars with simple software to simple cars with complex software.
An electric car is a better car but an iPhone is not a better Blackberry – it’s an entirely different thing that happens to be roughly the same size.

But more importantly, we don’t know when, how or where any of this will work. There was a period of euphoria a few years ago when AVs looked imminent, but it may now be that autonomy is like the old joke that AI is anything that doesn’t work yet. ‘Full’ autonomy may be as many decades away as ‘general AI’ (indeed it might require general AI!) but we’ll get all sorts of much more limited automation in the meantime.

中国

three sets of questions seem important from outside. First, Chinese consumer tech has become a well of ideas for other people, especially other ecommerce and social media companies in other parts of the world, to go and copy. That probably isn’t going to change. Second, can the companies themselves go global? By default no (WeChat), but sometimes yes, with the right approach (TikTok), and does the current crackdown make Chinese companies look more aggressively for less regulated foreign opportunities, or focus on their home market? (Either way the ideas and models certainly go global.) What’s the next Shein, which may now be the biggest fast fashion retailer in the USA? And third, if China really does becomes uninvestable, where else does that capital go?

宏观

So, Tesla’s valuation is driven to $1tr by unprecedented options trading. A16Z now has over $20bn under management, and 300 people (10x a typical venture firm), but Tiger Global probably did 300 deals in 2021. Welcome to the $100m seed round. It’s different this time, of course, but then it’s always different, until the music stops and you find out who was good and who was lucky, and people have been wondering about that for a while now. Ironically, for a brief moment people thought that Covid might be the external shock that would stop the music and instead it accelerated things. But if history teaches us anything, it’s that something will happen. Check your email retention policies.

其他

A decade ago, Uber and Airbnb represented ‘software eating the world’ – companies that used software to change the nature of a product. Airbnb doesn’t sell software to hotel companies, but changes what a hotel is. This is happening over and over again in every other industry. But Netflix or Shein might be a much more general trend – that tech changes the playing field but then the game is played by that industry.

3 Steps to the Future

https://www.ben-evans.com/presentations
The most exciting themes in technology today are transformative visions for 2025 or 2030: crypto, web3, VR, metaverse… and then everything else. Meanwhile, hundreds of start-ups take ideas from the last decade and deploy them over and over in one industry after another. And trying to keep up, the old economy faces waves of disruption from ideas we first talked about in the 1990s.

顺德

到一趟顺德,逛吃。

龙家的园林,清晖园

龙家的园林,清晖园

多年未逛过步行街

多年未逛过步行街

顺峰山公园

顺峰山公园宏伟的大门

肥光鱼生,美味

路过碧桂园总部

七月的海边

大梅沙洲际,春节来晨跑,今天再来一次。

偶遇海边栈道的妈祖庙。

摘:

证因见果
佛光普照度亿兆苍生
沧海壮阔润万倾福田

盐田区海滨栈道

七月暑假

再不写,七月就过去了。
毕竟又到年中时,各种拥抱变化,只有变化才是永恒的。
于是跑步也接近暂停,小flag自然危在旦夕。下周难得去海边休一天假,补跑一个。
后浪开心地处于悠长假期模式,也回了趟老家放飞,难得的小间隙 —— 虽然996不减,总是多少有些久违的小片刻 —— 夫复何求。
被误会是向日葵的菊芋也开花了🌻
在平安金融中心6楼当时的月色也很美。Cheers.🍻

查了识花君,才知道它是菊芋