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(The English version follows)
Marc Andreessen 是著名的风险投资人，当然他也一直笔耕不辍，写了很多极具影响力的文章，比如 Software Eats The World。我们之前也分享了很多 Marc 的内容，比如他的书架。今天的分享是 Marc 最近的访谈分享。他在这篇访谈中谈了很多：
- 创作者经济刚刚开始起步，这种模式让创作更有可能延续下去，这点和 Tim O‘Reilly 的观点类似 Daily Productive Sharing 231 - 20210705
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Marc Andreessen is a well-known venture capitalist, and of course he has been writing a lot of influential articles, such as Software Eats The World. We've shared several articles of / by Marc, such as his bookshelf. Today's share is a recent interview with Marc. In this interview he talks a lot about:
- the epidemic is actually a really great opportunity to disrupt. Many companies have sought change before, and that in the climate of the epidemic, there is much less resistance to change because the same has to change.
- the epidemic was actually a very good litmus test, with all the public sector performing extremely poorly, and instead the private sector companies doing great. It could have been much worse if not for the efforts of the private sector in vaccine development, etc.
- housing/healthcare/education are three areas that have not yet been much changed by technology, so it remain pricey and inefficient. Conversely, other areas that have been transformed by technology have been significantly reduced in price. So there is still a lot of potential in the housing/health/education sectors.
- the creator economy is just starting to take off, and this model makes it more likely that creativity will continue, which is similar to Tim O'Reilly's view Daily Productive Sharing 231 - 20210705
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The thing I always like about talking to Marc is how he combines relentless optimism with the concrete knowledge to back up that optimism — both knowledge of specific details and a broad understanding of various schools of thought.
The 15 months since I wrote It’s Time To Build have been dominated by three big events: the catastrophe of COVID, the systematic failure of virtually all public sector entities around the world (the formerly high functioning Asian nations are failing to vaccinate quickly), and the remarkable success of the private sector and in particular the American technology industry in helping us all get through this pandemic in far better collective shape that we had any right to expect.
Housing, education, and health care are each ferociously complex, but what they have in common is skyrocketing prices in a world where technology is driving _down_prices of most other products and services.
I think we should build in the next decade new technologies, businesses, and industries that break these price curves -- and in fact reverse them, and make these three primary markers of the American dream easier and easier for regular people to attain.
Software continues to eat the world, and will for decades to come, and that’s a wonderful thing.
Software is a lever on the real world.
Software is alchemy that turns bytes into actions by and on atoms. It’s the closest thing we have to magic.
Everywhere software touches the real world, the real world gets better, and less expensive, and more efficient, and more adaptable, and better for people.
Substack is causing enormous amounts of new quality writing to come into existence that would never have existed otherwise -- raising the level of idea formation and discourse in a world that badly needs it.
But the software startup also starts with a giant advantage, which is a culture built to create software from the start, with no need to adapt an older culture designed to bend metal, shuffle paper, or answer phones.
As time passes, I am increasingly skeptical that most incumbents can adapt. The culture shift is just too hard.
A good test for how seriously an incumbent is taking software is the percent of the top 100 executives and managers with computer science degrees.
COVID is the ultimate cover for restructuring
The disruption is happening anyway, so you might as well do everything you’ve always wanted to do now.
This productivity growth is, in my view, the key to a strong “roaring 20’s” thesis, that we are going to see an amazing economic boom in the US over the next several years, even on top of the incredible boom of 2009-2020.
talent may not actually be distributed equally, but it’s certainly distributed far more than companies and workers have been able to take advantage of -- and all of a sudden, the opportunity to far more effectively match employer and worker all over the world exists.
That architectural shift is called distributed consensus -- the ability for many untrusted participants in a network to establish consistency and trust.
If you believe, as I do, that the world needs far more technology, this is a very powerful idea, a step function increase in what the technology world can do.
Economist William Nordhaus long ago showed that 98% of the economic surplus created by a new technology is captured not by its inventor but by the broader world; I think this obviously holds true not just at the level of an inventor or a company but also of a country.
Our public sector hates our private sector and wants to destroy it, while China's public sector works hand in glove with its private sector, because of course it does, it owns its private sector.
Don’t follow your passion. Seriously. Don’t follow your passion. Your passion is likely more dumb and useless than anything else. Your passion should be your hobby, not your work. Do it in your spare time.
Instead, at work, seek to contribute.
Find the hottest, most vibrant part of the economy you can and figure out how you can contribute best and most.
Make yourself of value to the people around you, to your customers and coworkers, and try to increase that value every day.