Links:

• Chips and Geopolitics: Talking about the different of Integration and Modularization companies, like Intel and TSMC. And also talking about the impact of geopolitics on the tech industry. Words I like:

  • Chang, the fouder of TSMC, was thinking about what kind of company would you create to fit that strength and avoid all the other weaknesses before found TSMC.
  • First, while we learned in 2016 that technology was inseparable from domestic politics, the lesson in 2020 should be that technology is inseparable from geopolitics.

• Never-ending Niches: Talking about the impact of Internet on local business, especially for news business.

  • In the past, the reachability and timely is two key attributes of news business, which can differ newspapers and magazines.
  • Within the internet, every single publisher could have unlimited reachability and timeless speed, so it’s much more important how you get the traffic from platform like Google or Facebook.
  • Maybe you can do a bit niche business that directly to users, and the two key points change to quality and focus.

• How the Passion Economy will disrupt: Writer talked about the disruption theory and passion economy. Author points out that there is huge opportunity when non-producer meets non-consumer, and in passion economy they may eliminate the non, so create the new market and disrupt the incumbent companies.

• Four implications of disruption theory for the Passion Economy: This article is part 2 of the passion economy, and there are four implications. What I learned is finding the right verticle market is key.

Videos:

• 十三邀之薇娅：没有人能理解我: The Queen of live shopping host right now WeiYa was interviewed by Xuzhiyuan. They talked about the value, the purpose and the experience on WeiYa's life and business. From the interview, I know they totally belongs to different world. Zhiyuan is a little idealism, but Weiya is pretty reality. The only common thing is that they all pursue their dreams without any hesitation. Overthinking is mistake.