分类目录归档:整活

没有一种叫数据的东西

硅谷大神ben evans新作,拜读记录之。
反对所谓的数据是石油的说法(文中进一步说数据是沙子,聚合起来才有一定用处)。反对所谓的每个国家需要有自己的“数据战略”(说那跟“表格战略”“SQL战略”一样,讽刺很明显啊)。也反对个人拥有自己的数据,甚至需要因数据被付费,的说法。认为数据不是你的,(个人单独的数据)也没有什么价值。
展开的部分论点挺有意思,首先说数据是多维度的信息组合,单独数据适合某个应用而不可交换(应该说不可直接交换?)。反对单从数据量级说所谓的中国有更多数据。(记得以前马云最喜欢讲数据时代,DT时代)强调数据不是一个表格像湖一样加入各种数据就能得到越来越多的洞察。国家数据战略类比成表格战略和SQL战略比较搞笑。
针对个人数据主要讲单独的个人数据并没有什么价值(数据是沙子),只有某个网络里关联的行为和互动才有意义,但这些行为不能称之为“你的”。对大多数系统来说围绕数据产生的活动流才有价值。意义不在你贴的图文视频里,而在于网络对它产生的反应,以及对应的产品如何制造和捕捉这些反应。脸书有很多个人数据也“只是”ARPU99美分。
(那会不会是定义不同了,马云或者行业外的人已经把这里说的围绕数据产生的互动行为也“泛化”为“数据”了。)

https://www.ben-evans.com/benedictevans/2022/5/27/theres-no-such-thing-as-data

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.

五月盛夏

气温已经明显开始运行在30以上了,偶尔几天的多云或夏雨惊雷,改变不了深圳的海滨盛夏热辣湿润。天气好的时候,蓝天白云又开始让人心旷神怡。爱深圳的一大原因,蓝天白云下海风吹拂。

红树林的夏日晨跑总能享受蓝天白云,以及天幕下的种种新鲜玩意儿

旺盛

今夏特别的馈赠之一,来自NNN的夏日特供饮品:油柑冷萃!

能想出这个天材搭配的人真是我心中的咖啡大师,将油柑汁涩中带甜回甘无穷的特性融合进冷萃咖啡中,浸着冰块喝上一口,整个夏天都值得了。

可惜从月初的唤醒咖啡节开始到五月底说油柑断货下架,短暂如流星,期待明年再临。

夏夜散步也是久违的轻奢,加上油柑冷萃口,perfect.

运动继续,每月50 km的flag坚定不动摇,有小目标可以战胜热浪日夜奔跑。也跟着小明继续学习动作器械,向专业者学习。

阅读也继续,两本较大部头,历史加业务相关(虽为小量相关,算一窥新领域)

跑步继续有奖励

一篇值得学习的范文


https://www.whitehouse.gov/briefing-room/speeches-remarks/2021/04/29/remarks-by-president-biden-in-address-to-a-joint-session-of-congress/

不得不说美国总统的演讲能力真的厉害,特别是拜登这种建制派出身的(川建国同志的发言属于综艺咖多点吧)。
抛开政治立场不说,本身的内容和拜登声情并茂的演讲,确实是值得学习和品味的范文。
29号在上班路上从npr听到了大洋彼岸的直播,路上等红灯的时候刚好拜登讲到历任总统来到国会宣布战争、庆祝和平、宣布新的计划和可能性,一下子感觉似乎整个路面都安静下来。

“Throughout our history, Presidents have come to this chamber to speak to Congress, to the nation, and to the world to declare war, to celebrate peace, to announce new plans and possibilities.”

于是昨天找了视频观赏了演讲全程,今天又在白宫网站找到这篇讲稿的原文。以此高龄讲这么长篇幅,过程只有一点点的小口误(差点把多数党领袖说成少数党领袖,白宫讲稿原文也耿直地把这口误记录下来了,也是醉。),实属不易。虽然知道他面前有那两台透明提词器,但是整个过程毫无看提词的痕迹,时而激情昂扬,时而温情脉脉,佩服。

转而三月春花开

忙忙碌碌一个月,没有来记录。
跑步继续,1、2月每月超50公里没问题,中间的假期让时间相对充裕。
3月份要保持50以上就略有点吃力了,截止目前36,今天又有点感冒了,留给中国队的时间不多了。
当然,有跑就有奖励,昨晚夜跑,偶遇春夜海风下的小舞台,午夜唱情歌。

海风剧场

天气也暖了(热了),家里的迷你蝴蝶兰也终于在这春天里吐蕊开花了,按着自己的节奏。挺好的。
而且看这个架势,后发而气势足,应该能开挺不少。

按着自己的节奏绽放

阅读也继续,一年一度的《变量》,来到了第三本。本土时代,历史转折点的2020,在这里也留下印记。

另外,还认真地读了教员的《认识论》。

变量系列

日有所诵

客中作
兰陵美酒郁金香,
玉碗盛来琥珀光。
但使主人能醉客,
不知何处是他乡。

——豪放不羁的李白。

书事
轻阴阁小雨,
深院昼慵开。
坐看青苔色,
欲上人衣来。

——王维

2020秋天时拍的晚霞

2020-2021

2020年,跑多了步,看多了书,电影看少了。

毕竟是历史性的大流行时期。所以线上的会议时长也多了。

2021,继续长跑。

新鞋上线,好好跑。

学海无涯,好好读。

浮光掠影,好好看。

千言万语,好好说。

立冬

今天立冬。小时候家里会做“立冬饭”,记得通常是炒饭。
现在讲究进补。还嫌不够减肥的么。
继续运动是一直需要的进补。目前已经跑回10公里,7分内的配速,回到多年前经常跑到的终点。
继续跑,继续累积里程。
也继续迎接沿路的风景,人和事持续在变化。
汉京都成了一个可吃可逛的高端商场了,公司楼下几步路的距离,托老同事的福,吃个大鱼头,听她们说新的旅程。
也继续有活久见,懂王战果延迟,中国人民吃瓜。
唯有圣诞季的太妃榛果拿铁,还是那么的甜。

继续捕捉深圳湾的星光

2号早上跑一半被儿子电话打断跑回去了。

今晚重新来过,天气不错,月色对坐在海边的一对对来说应该撩人,对于吭哧跑步的人来说,就挺亮的。

不过好处是跑完可以再次捕捉到难得的星光。

灯光再强,也要星光闪亮

至于川普真的“夺冠”什么的,希望世界和平吧。

Peace and love.