Search
.
I think that’s cute 🤗
#Repost Million with @get_repost
・・・
Amazing Doctor😃
Share this video👇
⠀⠀⠀⠀⠀⠀⠀⠀
⠀⠀⠀⠀⠀⠀⠀⠀
#viral #interesting #creative #weird #million #crazy #cool #virals #virales #firstpost #explore #shocking #unbelievable #waitforit #viralvideos #fails #fail #extreme #explorepage #viralvideo #trending #challenge #goviral #meme #memes #worldstar #tech
[科技業的護城河]
這篇是講矽谷投資人, 是如何在一堆的新秀中, 挑選可以投資的創新公司.
裡面有提到護城河.不過有些跟"尋找投資護城河"一書提的不太一樣.
我也認為, 研究個股, 尤其是科技相關類股, 除了要看它有沒有先行者優勢(first mover advantage), 也需要注意公司有沒有自己的生態系統, 以及它在更大的生態圈/供應鏈中扮演了甚麼角色.
********
(中文譯稿見此:https://36kr.com/p/5141901)
常見的護城河至少有以上六種：
技術。更好的基礎技術當然是一種護城河。在極端情況下，能夠為客戶帶來利益的新技術可以演化為一種行業標準，你也可以把它理解為一種壟斷，就像英特爾一樣。
生態系統。 YouTube 從內容生產者、分發渠道到內容的託管、保存，建立起了一整套生態系統。類似的，蘋果的 App Store 也有自己的生態。
網絡效應。社交網絡現在已經很好理解了。此外，如果某種按需服務具備了一定的流動性，並且與消費者建立了親密關係，或者是基本控制了需求或供應方其中一方，也可以算作網絡效應。
產品領導者。像 Salesforce，Workday 和 ServiceNow 這樣的雲服務提供商，搭建了一套完整的解決方案，而且創新速度夠快，產品功能完善，成為其細分行業的領導者，當然也算是一種護城河。
渠道。尤其是對於 to B 產品來說，能不能在一個企業內部流通，既是一個挑戰，也是一種優勢
********
原文寫的比較仔細, 轉貼在下方: https://news.greylock.com/what-do-i-look-for-in-a-pitch-866355bddb3
We love to talk about “network effects” in Silicon Valley, but many believe that starts and end with the social, viral growth of Facebook. But network effects can build many kinds of moats that defend them against copycats and price erosion.
I don’t describe every kind of moat here (e.g., regulatory) and many great companies will have new types of moats — ones yet to be invented. No moat is absolute or permanent or I’d be out of a job! Still, having a thesis on your defensibility is essential, even at the Series A.
--Tech. We continue to believe in new and better fundamental technology as a moat — not so much patents or legal protection, but products that are hard to build well or take advantage of a fundamentally new approach. In extreme cases, a technology advantage that translates into a customer benefit can turn into a standard — an effective monopoly — as in the case of Intel. In most cases, even a great technology moat only gets you far enough to become a market leader, buying you the right to work closely with customers and enabling you to define the market.
--Ecosystem moats come in many flavors — from becoming the default hosting site for user-generated video content (YouTube), to the rapid, developer-driven free adoption of container technologies and growth of associated tooling (Docker), to the developers that now make >$20B a year through the Apple app store.
--Networks. Social networks are now pretty well-understood. Marketplaces and on-demand businesses reach a liquidity point (even a local one) and build mindshare with consumers that becomes hard to displace. Often, marketplaces have some advantaged acquisition strategy for at least one side (demand or supply) — they’ve built a community, offered a compelling new service, have organic or viral spread.
--Product leaders. In the enterprise, cloud pioneers like Salesforce, Workday and ServiceNow built complete, core workflow solutions with a new architecture. Their faster-innovating products, (at that time novel) SaaS consumption model, and dominant go-to-market machines have made them category leaders. Each is now expanding their initial moats to become platforms for other applications and workflows.
--Distribution represents a new generation of user-adopted SaaS products. End-user engagement within organizations is often a weak spot for enterprise software incumbents. Deploying software is a challenge for most organizations, and consumers who are using more software in their own lives expect better choice and usability. Simplicity and quality of design has become a moat, especially when coupled with product features that encourage adoption within an organization, or new layers of value for incremental users within an organization. Is it better for me if my team also uses a tool? What about my manager?
Capturing a unique dataset is also emerging as a moat in the age of AI-powered products. If your workflow product or MVP is useful on its own, and you can use it to collect unique data, you can then learn from that data to build a better and smarter product, improving the user experience — driving a new virtuous cycle.
[139251] 8051. 齊木楠雄的災難：再開！「一如既往」的日常 + 再次挑戰！聖誕節 + 新年伊始很重要 + 網球場上的愛情遊戲 + 甜點自助餐的災難"The Disastrous Life of Saiki K." Restarting! Everyday Life, "As Usual" + Another Christmas Challenge! + First Experiences of the Year are Important + Courtside Love Game + Dessert Buffet Disaster (2018)★★
[139252] 8052. 齊木楠雄的災難：SF級的穿越體驗1 + SF級的穿越體驗2 + SF級的穿越體驗3 + 押忍！戀之挑戰書 + 穿衣品味存貨為0 "The Disastrous Life of Saiki K." FirstHand Science Fiction 1 + FirstHand Science Fiction 2 + FirstHand Science Fiction 3 + Sup! Love Challenge + Fashion Sense out of Stock (2018)★★
[139253] 8053. 齊木楠雄的災難：寒冬的災難 + 拜訪才虎財閥豪宅 + 來吧！最帥的樂園 + 無敵的防災對策 + 恭喜畢業！"The Disastrous Life of Saiki K." MidWinter Disaster + The Saiko Conglomerate Home Visit + Come On Over to Saiko Land! + Invincible Disaster Prevention Measures + Congratulations on Your Graduation! (2018)★★
[139254] 8054. 齊木楠雄的災難：梨步田依舞的災難 + 去詐欺吧！愚人節 + 春天的最終兵器 + 再利用！撿垃圾大賽 + 打音樂教室寂靜的幽靈"The Disastrous Life of Saiki K." The Disastrous Life of Imu Rifuta + April Fools' Deceit! + Spring's Ultimate Weapon + Recycle! Trash Cleanup Competition + Cutting through the Silence, The Ghost in the Music Room (2018)★★
[139255] 8055. 齊木楠雄的災難：再戰！梨步田VS照橋 + 賢才的禮物 + 迷路的倉鼠說話帶關西腔 + 放浪！迷你小動物 + 按摩的災難"The Disastrous Life of Saiki K." Rematch! Rifuta VS Teruhashi + Gifts of the Magi + The Lost Hamster with a Kansai Dialect + The Transient Miniature Animal + Massage Disaster (2018)★★
[139256] 8056. 齊木楠雄的災難：才虎財閥的豪華郵輪 + 齊木楠雄的遇難1 + 齊木楠雄的遇難2 + 齊木楠雄的遇難3 + 齊木楠雄的遇難4"The Disastrous Life of Saiki K." The Saiko Conglomerate's Luxurious Cruise + The Shipwreck of Saiki Kusuo 1 + The Shipwreck of Saiki Kusuo 2 + The Shipwreck of Saiki Kusuo 3 + The Shipwreck of Saiki Kusuo 4 (2018)★★
[139257] 8057. 齊木楠雄的災難：齊木楠雄的遇難5 + 齊木楠雄的遇難6 + 齊木楠雄的遇難7 + 胡說八道！PK學園新聞社 + 再會了！暑假的最後一天"The Disastrous Life of Saiki K." The Shipwreck of Saiki Kusuo 5 + The Shipwreck of Saiki Kusuo 6 + The Shipwreck of Saiki Kusuo 7 + The PK Academy Press Club Guillotine + Farewell! The Last Day of Summer Break (2018)★★
[139258] 8058. 齊木楠雄的災難：吵死了！不得了的轉學生出現！ + 隱場氣場！ + 微妙的小孩的麻煩事 + 再次挑戰！時空穿梭 + 照橋心美的災難"The Disastrous Life of Saiki K." A Totally Bad News Transfer Student Appears! + Escape the Aural Sight! + The Circumstances of Delicate Children + Another Time Leap Challenge! + The Disastrous Life of Kokomi Teruhashi (2018)★★
[139259] 8059. 齊木楠雄的災難：超能力者要小心注意（前篇） + 超能力者要小心注意（後篇） + 夢幻的超能力雜耍（前篇） + 夢幻的超能力雜耍（後篇） + 上天保佑一定要平安無事啊！！"The Disastrous Life of Saiki K." Psychics Should Exercise Extreme Caution (Part 1) + Psychics Should Exercise Extreme Caution (Part 2) + The Psychic Circus of Dreams (Part 1) + The Psychic Circus of Dreams (Part 2) + Hope You Get Well Soon! (2018)★★
[139260] 8060. 齊木楠雄的災難：防範詐騙犯！不可大意 + 齊木家集結！！（前篇） + 齊木家集結！！（後篇） + 村子裡的瘋狂科學家 + 齊聚一堂！PK學園的超能力者們"The Disastrous Life of Saiki K." Preventing A Scam! + The Saiki Family Reunion! (Part 1) + The Saiki Family Reunion! (Part 2) + The Rural Mad Scientist + PK Academy Psykickers Assemble! (2018)★★
[139261] 8061. 齊木楠雄的災難：醜男，晴天霹靂 + 隱藏才能上不能被發現！ + 挑戰最恐怖的組合 + 奇跡般的凡人登場！ + 圖書館的災難"The Disastrous Life of Saiki K." An Ugly Bolt Out of the Blue + Conceal Your Hidden Power! + A Fight Between the Two Worst People + A Miraculously Average Guy Appears! + Disaster in the Library Room (2018)★★
[139262] 8062. 齊木楠雄的災難：心跳加速的交往宣言 + 最強的幫手！？ + 小小地卻很聰明！小力2號的冒險 + 佐藤廣的災難 + 鬢角得頭髮弄得凌亂一些"The Disastrous Life of Saiki K." A Strong Declaration of Friendship + The Best Wing Girl!? + The Adventures of Riki Jr. No.2, Small and Smart + The Disastrous Life of Hiroshi Satou + Trim a Bit Off the Sides (2018)★★
[139263] 8063. 齊木楠雄的災難：目良千里的再會（前篇） + 目良千里的再會（後篇） + 沉默生化人的異變 + 聚集！最強佔位置的高手們 + 為了最終回做準備"The Disastrous Life of Saiki K." Chisato Mera's Reunion (Part 1) + Chisato Mera's Reunion (Part 2) + An Abnormality with Silent Cyborg + The Ultimate Spot Claimers + Preface to the Final Episode (2018)★★
[139264] 8064. 齊木楠雄的災難：才虎一族最大的試煉 + 超能三人組 + 自然部最終尖叫計畫 + 愛情分數對決 + 天才畫家的繪畫教室"The Disastrous Life of Saiki K." The Saiko Family's Greatest Trial + Psychic Sidekicks + The Occult Club's Final Scream Scheme + Love Score Showdown + The Master Artist's Classroom (2018)★★
[139265] 8065. 齊木楠雄的災難：重建棒球部吧！（前篇） + 重建棒球部吧！（後篇） + 蔬菜也要吃喔！烤肉篇 + 爸爸的再次就業！？ + 催促！生日禮物"The Disastrous Life of Saiki K." Rebuilding the Baseball Team! (Part 1) + Rebuilding the Baseball Team! (Part 2) + Eat Your Vegetables Too! The Yakiniku Epilogue + Dad's New Job!? + Birthday Present Demands (2018)★★
[139266] 8066. 齊木楠雄的災難：如果想找交往對象… + 給最愛的妹妹最好的禮物 + 靈能力者的再登場 + 高科技戰士百元超人！ + 秘密·基地·內部"The Disastrous Life of Saiki K." If You're Looking For a Boyfriend... + The Best Present For a Beloved Sister + The Spirit Medium Debuts Again + The High Tech Soldier, 100 Yen Man! + Inside the Secret Base (2018)★★
[139267] 8067. 齊木楠雄的災難：再訪！哥哥的5個命令 + 還有犀牛！去動物園吧 + 新人漫畫家的災難 + 海藤兄弟的災難 + 改變形象的超級女孩"The Disastrous Life of Saiki K." He’s Back! The Brother’s Five Directives + Let’s Go to the Zoo! + The Disastrous Work of a New Manga Author + The Disastrous Lives of the Kaidou Brothers + A Girl’s Makeover (2018)★★
[139268] 8068. 齊木楠雄的災難：多話轉學生！明智透真 + 繼續多話！轉學生 + 挖地瓜的災難 + 重整吉祥物角色體系 + 才虎芽斗史的無聊日常"The Disastrous Life of Saiki K." Touma Akechi, The Transfer Student Who Never Shuts Up + The Transfer Student's Still Talking! + Sweet Potato Digging Disaster + Putting The Mascot Character in Order + Metori Saiko's Listless Days (2018)★★
[139269] 8069. 齊木楠雄的災難：班級的災難 + PK學園文化祭1 + PK學園文化祭2 + PK學園文化祭3 + PK學園文化祭4"The Disastrous Life of Saiki K." Class Disaster + The PK Academy Cultural Festival 1 + The PK Academy Cultural Festival 2 + The PK Academy Cultural Festival 3 + The PK Academy Cultural Festival 4 (2018)★★
[139270] 8070. 齊木楠雄的災難：用催眠能力來冒充吧！（前篇） + 用催眠能力來冒充吧！（後篇） + 機能滿載！期待的新吉祥物 + 今年的最後！除夕 + 靜默的正月"The Disastrous Life of Saiki K." Impersonation Via Hypnosis (Part 1) + Impersonation Via Hypnosis (Part 2) + High Expectations on the New, Fully Functional Mascot + This Year’s the Last Time! New Year's Eve + Silent New Year's (2018)★★
[139271] 8071. 齊木楠雄的災難：再來訪！外公外婆流浪記 + 償還人情！鳥束的絕食修行 + 錯開的男女交際（前篇） + 錯開的男女交際（後篇） + 刊登特別報道吧！"The Disastrous Life of Saiki K." Chronicles of the Grandparents' Travels + Returning the Favor, Toritsuka's Ascetic Fasting + A Misunderstanding Between Opposite Sex Friends (Part 1) + A Misunderstanding Between Opposite Sex Friends (Part 2) + A Big Scoop! (2018)★★
[139272] 8072. 齊木楠雄的災難：選擇最合適的一起放學的人 + 詳細求知！超級偶像的祕密 + 職能再分工計劃 + 精心掩飾非日常（前篇） + 精心掩飾非日常（後篇）"The Disastrous Life of Saiki K." Choosing the Best Person to Walk Home With + Details Wanted! The Super Idol's Secret + Division of Labor + Facing the Unexpected (Part 1) + Facing the Unexpected (Part 2) (2018)★★
[139273] 8073. 齊木楠雄的災難：精心掩飾非日常的過去1 + 精心掩飾非日常的過去2 + 精心掩飾非日常的過去3 + 精心掩飾非日常的過去4 + 精心掩飾非日常的過去5"The Disastrous Life of Saiki K." Facing an Unusual Past 1 + Facing an Unusual Past 2 + Facing an Unusual Past 3 + Facing an Unusual Past 4 + Facing an Unusual Past 5 (2018)★★
[139274] 8074. 齊木楠雄的災難：看透差異！完美美少女的試練 + 展開調查！超能力者們 + 放完假的災難 + 集合！記憶中的角色再度登場（前篇） + 集合！記憶中的角色再度登場（後篇）"The Disastrous Life of Saiki K." Trial of the Perfect Beautiful Girl + Make Your Investigation, Psykickers! + Disaster Back from the Holidays + Remembering the Cast (Part 1) + Remembering the Cast (Part 2) (2018)★★
[139275] 8075. 齊木楠雄的災難：三人の男と幼女と警官とあと犬 + ゲームの世界にΨンイン + 掲Ψ危機!? 終焉社のお仕事 + Ψ子自慢!ママ友會議 + 自慢の粘土Ψ工を披露しよう"The Disastrous Life of Saiki K." Three Men, a Little Girl, a Police Officer and a Dog + Sign In to the Game World + Publishing Crisis? Working at Shuensha + Proud Mom of a Son! Mom's Meetup + Let's Show Our Proud Clay Work (2019)★★
[139276] 8076. 齊木楠雄的災難：超（無駄）能力のΨ難 + Ψ強デッキを組み上げろ！ + Ψは投げられた・・・!激闘カードバトル + Ψ虎芽斗吏の勝利の方程式 + 勇者のΨ難"The Disastrous Life of Saiki K." Disasters Caused by Super Useless Abilities + Build the Most Powerful Deck! + The Die Is Cast! Fierce Card Battle + Metori Saiko's Equation of Victory + Hero in Disaster (2019)★★
[139277] 8077. 齊木楠雄的災難：異Ψを放つ新任教師現る + 身體測定のΨ難 + 両親不Ψの友達の家に遊びに行こう + 目指せ!ジャンプ掲Ψ + 皆様も是非一度足を運んでみてくだΨ"The Disastrous Life of Saiki K." New Teacher with an Outstanding Feature + The Disaster of the School Physical + Visiting a Friend's House While Their Parents Are Out + Let's Aim for a Debut in Jump Magazine! + Please Visit There and Enjoy (2019)★★
[139278] 8078. 齊木楠雄的災難：恐怖!Ψ厄の転校生現る（前編） + 恐怖!Ψ厄の転校生現る（中編） + 恐怖!Ψ厄の転校生現る（後編） + Ψインを読め!相卜命の予知 + Ψ厄とΨ適の戦い!!"The Disastrous Life of Saiki K." Terrifying! A Disastrous Transfer Student Appears! (Part 1) + Terrifying! A Disastrous Transfer Student Appears! (Part 2) + Terrifying! A Disastrous Transfer Student Appears! (Part 3) + Read the Signs! Mikoto Aiura's Fortune Telling + A Disastrous and Optimal Battle! (2019)★★
[139279] 8079. 齊木楠雄的災難：イジメ救Ψ!井口先生 + 突如開Ψ!リアルリアル型脫出ゲーム + 休日はウマと合う仲間と + 鳥束VS佐藤交Ψ権爭奪戦!!（前編） + 鳥束VS佐藤交Ψ権爭奪戦!!（後編）"The Disastrous Life of Saiki K." Bully Rescue! Mr. Iguchi + Suddenly Begins! Real Real Escape Room + Spending the Weekend with Best Friends + Toritsuka VS. Satou! Love Contest! (1st Volume) + Toritsuka VS. Satou! Fighting Over Rights to Date! (2nd Volume) (2019)★★
[139280] 8080. 齊木楠雄的災難：斉木楠雄のΨ起動（1~5）"The Disastrous Life of Saiki K." Reawakening Saiki Kusuo (2019)★★
