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In Tokyo this week & amazed how far behind
is in consumer tech:
- Virtually all cash payments
- Uber/Didi scarce and $$$
- To book museum ticket > must go to a machine in Lawson / no online
- Local GPS used by locals; much worse than Google Map
- Still see some flip phones!Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
sf_sunrise proslijedio/la je Tweet
A short thread on something that happened in plain sight over the last decade: the transformation of (some) VC dollars into "production capital", as Carlota Perez would call it. 1/pic.twitter.com/Jnb7MJII0B
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Unpopular opinion: I love
$FB the product People complain they are useless but a family member got a super rare cancer. I joined a private group and get 15 messages from real survivors in MINUTES on tips & their experiences. And it’s free. Long stock + productHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
sf_sunrise proslijedio/la je Tweet
In case you haven't heard,
#ZAO is a Chinese app which completely blew up since Friday. Best application of 'Deepfake'-style AI facial replacement I've ever seen. Here's an example of me as DiCaprio (generated in under 8 secs from that one photo in the thumbnail)
pic.twitter.com/1RpnJJ3wgTPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
All businesses eventually die If companies buyback and pay no dividend, the IRR for the remaining long term shareholders is actually ZERO https://twitter.com/SuperMugatu/status/1163918699201466369 …
Tweet je nedostupan.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Singapore succeeded because it had pragmatic, decisive, non-ideological leadership. Scale was also important factor. It wouldn’t survive if blindly follow “liberal”, “libertarian”, “pro-market”, “conservative” playbook . They did what worked.https://twitter.com/balajis/status/1157778917794578432 …
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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2/
$MSFT team will have a steep S Curve given free bundle with existing Office users. But usage / adoption curve is unclear. Team advantage is also in integration with Office/ OneDrive and perceived security. But it’s still a push top down product.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
5/ This occurred to me when I was observing (mostly young vs. old generations) debate over HK protest and Thai election [end]
#hongkong#singapore#ccpPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
4/ Most debate around democracy vs Asian authoritarian technocrat model ends up with “but Singapore did it.” This comes up not only in China but also across developing Asia (Thailand, Malaysia, Myanmar, Indonesia).
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3/ But he also introduced a model that does’t scale. What works in city state doesn’t always scale in size (4M vs 1,300M people) and time - (poor vs. rich and educated population) AND This gave CCP a false sense of confidence / roadmap.
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2/ What he delivered in Singapore was nothing short of miracle, leading a diverse multi-racial population from 3rd to 1st world in peace within 40 years. He did what he had to do to make that work.
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1/ Lee Kuan Yew may have been the most competent nation leader in 20th century but may also cause the most damage in 21st century.
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sf_sunrise proslijedio/la je Tweet
Many baffled by the Zoom IPO have never been on a call with more than 5 concurrent video feeds. We regularly have hundreds of people on calls at
@LambdaSchool and it’s *extremely* reliable. I’d like to see the competitors do that. Lambda School couldn’t exist without Zoom.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
4/ Lastly: SIGNAL 3-4 years ago Zoom was seen more as startups tool. (Hangout & Skype still viewed negatively by corporates) Now larger enterprise are adopting which will accelerate acceptance and growth.
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- With dial-in/ desktop app/ browser/mobile all in one platform —> non IT savvy clients won’t get confused - Call analytics: voice record, transcripts, etc. useful for sales engineering - Easy to set up: no pushy sales people even for premium offerings
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3/ Just better UX: - Voice / video quality: One X Mas break we had 10 people dial-in from Japan, Switzerland, Thailand, China. Just worked well (yet to find another provider that has free dial in access from Beijing / Bangkok that actually works)
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2/ Get all the “remote meeting” jobs done under one tool, e.g. - Internal weekly meeting across 3 offices - International voice only dial in for Chinese client - Investor ppt pitch - Customer product demo - Con-call some dial in from phone and others viewing shared screen
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1/
$ZM seeing some comments wrt Zoom: “Just cloud version of WebEx” “Hangout or Skype with improved UI” As a loyal user let down by several others, my 2c why companies are switching to Zoom and these will be stickyPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Google number is approaching $200 per user as per
@stratechery$FB$GOOGLpic.twitter.com/PnjZcC7amZ
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