Monthly Archives: August 2018

YC的最好时机,也是陆奇的最好时机

陆奇加入YC的消息让我感到振奋。这种振奋,或许源于我私以为的“情怀/理想”的最终胜利的自私感受。这里贴一下刚在知乎上回答的如何看待陆奇担任 Y Combinator 中国创始人?YC 进中国将产生哪些影响?

1. YC在硅谷圈乃至美国科技圈的影响力很大

YC的孵化机制以及运作方式,是如今国内外的各式创业孵化器的模范对象。

YC孵化过的一千多个公司所形成的网络效应是巨大的。这些公司会互相帮助(像Stripe会给新加入的公司提供支付方案等等),即使大部分已经脱离了YC的公司,这些“毕业生”的网络也会维持下去。

对于被誉为“创业教父”的YC创始人Paul Graham,如有机会进入旧金山湾区的白人创业圈子的话,会很明显的体会到其“教父”地位 – 无论是Paul的创业文章(像how to startup a startup等十几年前写的文章现时还不断传颂),或是他的Hacker News,影响了西方数代创业者。下图为我的办公室(谷歌内部孵化器Area 120)以Paul Graham命名的打印机。其“先驱”地位略见一斑。

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2. YC的新掌托Sam Altman说要每年要孵化10000个公司 – 对于有这样的远景,陆奇难以不心动

Sam是个雄心壮志的鬼才,一年多前他来过我们的孵化器做过分享,被问到接手YC后他的下一个目标是什么。他说在孵化其他创业公司的同时,YC自己也是个要寻找下一步发展的别无两样的创业公司,下一年的目标是打算接收1万个公司。后来也看到类似报道了。

 

3. 世界正在饰演“去中心化”,而中国是第一个“去以硅谷为中心”的场地。

Peter Thiel说到2005年在斯坦福演讲,当时有台下学生问“下一个像Google这样的公司会在哪里?”。Peter半开玩笑的说“下一个这样的公司会诞生在离这个教室的5英内范围之内”(后来证明对了,这个公司就是后来的Facebook)。

Peter这么说是那时候他认为世界最前沿的发展都非常的集中,无论是资源、现金,或是人才。而这个中心就是硅谷。较为无稽的是,即使这个创业公司所做的服务是为了”解放地理位置的束缚,让工作可以随时随地跨地域进行“,这个团队的创业者都会从特地从美国东海岸飞去硅谷去找投资或者创办公司(这是A16Z的Mark Andreessen举的例子)。

但要是换了今天再回答这个问题,Peter会说“下一个这样的公司会在50英里之外”。得益于全球各种去中心化事件的征兆,以及区块链等技术的发展。而硅谷力量最终实现”去中心化”这个宏伟目标的第一步,中国无疑是最佳场所。

 

4. 去YC中国,很好地结合了陆奇的”西方“和”华人“的双重属性。

有些在美工作多年的人或许有这样的感受:多年在西方的”习得“ – 无论是知识、西方文化、生活习惯、或者语言,会有食之无味(因为有所谓的华人天花板)又弃之可惜(不舍完全放弃这些”优势“)的感受。特别是陆奇这种在北美华人中的凤毛麟角。理解了他要同时发挥”能玩转西方”和“能背靠中国”的协同优势,就很容易明白为什么陆奇会选择YC中国,而不是纯玩中国规则的百度。

Information diet, filtration, and inequality

One question people often ask is where does someone gets inspiration / information / news. Maybe an equally important question is how to filter the overwhelming information and get most out of it, especially in a world where you can spend all day long just following the ins and outs chasing what’s happening realtime in the political area, sports space, and the business world.

When asked about the daily information diet, Mark Andreessen mentioned he himself is running an experiment of consuming information in a polarized way – completely stop reading newspapers, magazines, and basically anything with time horizon that’s, for example, between 5 mins an 5 years. So he reads social medias (a very short timespan info) and books (written 50 or 100 years ago).

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The claim of “not reading newspapers and magazines” is funny though because they have a great potions overlapped – You will inevitably consume a lot of news when you are on social media from people you follow. So you are not actually missing out too much if not seeing the headlines of newspapers.

The real difference is the 2000 inbound startups Mark Andreessen reviewed each year from some of the by definition the smartest people from the domains they operate in. This is the most inclusive information that only he and his handful co-workers have access to. And it is hard to pick up a magazine to find similar interesting topics because things will only come out months or years after.

While the invention of internet breakthroughs the isolations and make information available and accessible to everyone, people’s ability of filtering those information isn’t equal. Those who come from upper classes or having different social capitals essentially still have a better filtration system that will keep them better off. The other side of the crowd might still be suffering by circling around low quality information and knowledge resulted from bad filtration capability.