INTERNET: Toutiao Sues Baidu Over Search Abuse

阳歌 01月31日


Bottom line: Baidu's anti-competitive behavior alleged in a lawsuit by Jinri Toutiao won't have a long-term effect on its stock, but will draw the attention of an increasingly assertive anti-trust regulator.
Toutiao sues Baidu for manipulating search results
A humorous war of words has broken out between search leader Baidu (Nasdaq: BIDU) and news aggregating app Jinri Toutiao, also sometimes called Today's Headlines, over unfair competition in the form of search manipulation. I'll detail the allegations shortly. But on a more serious note, this partic......

INTERNET: Google Re-lands on China Map

阳歌 01月17日


Bottom line: Google has quietly resumed updates of its China mapping service in a bid to tap the booming local market for location-based services.
Google resumes China mapping updates
Are they or aren't they? That's the question going through everyone's minds these days about Google's (Nasdaq: GOOG) stealth return to China, following reports that the company has quietly re-launched its previously dormant mapping service in the market. In this case there are quite a few conflicting signals, including the one coming from Google itself, which says nothing has ......
Bottom line: Google's launch of a China AI lab marks the latest step in its campaign to curry favor with Beijing, which could give it a 50-50 chance of being allowed to sell its Pixel phones and open a China Google Play store in 2018.
Google's China return like watching grass grow
Chronicling Google's (Nasdaq: GOOG) slow march back to China has been a bit like watching grass grow these days. It's been a painfully slow process, including the latest announcement that the company will open an artificial intelligence (AI) lab here in Beijing.  Put more cyn......

INTERNET: Twitter Tweets Indecisively Around China

阳歌 12月08日


Bottom line: Twitter's conservative approach to China reflects a broader indecision at the company that is limiting its growth potential.
Twitter shackled by indecision in China
While social networking giant Facebook (Nasdaq: FB) actively flirts with China in a bid to enter the world's largest Internet market, the smaller, struggling Twitter (NYSE: TWTR) seems unable to make up its mind. That seems to be the key takeaway from a new interview on the prickly subject of China between Maya Hari, Twitter's Asia Pacific chief, and Caixin, a well-respec......
Bottom line: Attendance of Google's CEO at China's premier Internet event marks a continuation of its slow return to China, while appearances by top Apple, Qualcomm and Microsoft executives are more expected.
Western tech execs hobnob at Internet conference
As we head into the new week, the headlines are filled with the latest words of wisdom on the future of the Internet from some of China's leading company chiefs, who were all in the scenic city of Wuzhen for a major conference that kicked off over the weekend. But equally interesting were the guest list of foreign big......
Bottom line: Whatsapp has likely been permanently blocked in China, while Satya Nadella's visit to Xiaomi underscores Microsoft's growing ties  with the company, and Google's China AI push is mostly PR.
Whatsapp booted from China?
A couple of the big high-tech multinationals are in the headlines as we head into the next-to-last month of the year, which seems like a good opportunity to review where these companies stand heading into the second term of President Xi Jinping and also as Donald Trump gets set to make his first China visit. One of those headlines involves......

SMARTPHONES: HTC Ties Up With Google, Or Does It?

阳歌 09月22日


Bottom line: Google's purchase of HTC's Pixel assets is a sign of no confidence in HTC's chances of longer-term survival as an independent smartphone maker.
Google's HTC purchase: reason for optimism or pessimism
Everyone is giving their two cents about the big new tie-up between Taiwan smartphone maker HTC (Taipei: 2498) and Google (Nasdaq: GOOG), so I figured I'd weigh in as well on this deal that has quite a few threads. From where I sit, the deal marks the latest distress sign coming from an overcrowded smartphone field here in China, even......

INTERNET: Google Steps Up Beijing Dance with AI Drive

阳歌 09月06日


Bottom line: Google's campaign to build a China-based artificial intelligence team is at least partly designed to woo Beijing, as part of its broader effort to get permission to open a China-based Google Play app store.
Google Play edging towards China?
In the latest signal of its move back to China, Internet titan Google (Nasdaq: GOOG) is apparently on a hiring spree in Beijing that looks aimed at building up an artificial intelligence (AI) team in the world's largest online market. This particular move doesn't come as a huge surprise, and seems to be part of ......
Patrick Moorhead

2017年Google I/O大会:机器学习与虚拟现实

Patrick Moorhead 07月03日

市场研究公司Moor Insights & Strategy创始人,总裁,首席分析师

加利福尼亚州山景城 – 5月17日:2017年5月17日,美国加利福尼亚州山景城海岸线圆形剧场,谷歌首席执行官桑达·皮查伊在2017年Google I/O大会上发表主旨演讲。(图片:Justin Sullivan/Getty Images)
5月在加利福尼亚举行的谷歌年度开发者大会Google I/O为大家带来了不同于其他技术巨头的创新和精彩,而其中有几点我特别关注的部分,就是对机器学习与虚拟现实的进一步发展。
备受期待的Android O发布
Android已实现了重要里程碑——运行该操作系统的月度活跃设备已达到20亿台。谷歌表示,Android O旨在为设备带来更“流畅的体验”,同时改善安全和电池续航等关键领域。

INTERNET: Google Seeks Partner for China Return

阳歌 02月09日


Bottom line: Google will get permission from Beijing to open a Chinese version of its app Play Store later this year, most likely through a joint venture with NetEase or Tencent.
Google, NetEase talk China Play Store JV
The glacial return to China for Internet titan Google (Nasdaq: GOOG) is making its debut in the 2017 headlines, with word that the company is in talks to open a Chinese version of its app store with online game giant NetEase (Nasdaq: NTES). That tidbit nicely sets the stage for what's likely to be a banner year for Google and possibly US ......
Bottom line: The departure of former Google executive Hugo Barra from Xiaomi marks the end of a chapter for the smartphone maker, which stands only a 50-50 chance of surviving over the next 5 years in the cutthroat market.
Xiaomi's Barra heads back to US
The world was all abuzz in 2013 when Hugo Barra suddenly gave up his cozy position as a high executive at Google (Nasdaq: GOOG) to join a then-little-known Chinese smartphone maker called Xiaomi. Gossip swirled that his departure might be linked to a high-powered love triangle, even though the more obvious ex......
Bottom line: Tencent's new investment in Nokia's former mapping unit Here reflects the Chinese herd mentality to pile into new technologies, but also looks like a relatively savvy way to enter the space by pairing with experienced partners.
Tencent ties with mapping giant Here
Internet giant Tencent (HKEx: 700) doesn't want to be left behind in the race with rivals Baidu (Nasdaq: BIDU) and Alibaba (NYSE: BABA) into self-driving new energy cars that may someday dominate the streets of both China and the world. That appears to be the mess......
Bottom line: Google's new launch of a China-based developers site marks a partial return to the Chinese web, but its higher-profile return to the consumer market with a Chinese Google Play app store probably won't come until next year.
Google launches China developer site
After more than a year of speculation, global search leader Google (Nasdaq: GOOG) is finally back in China. Or at least sort of. The tech world is certainly buzzing about this latest development, which comes with Google's launch of a China page for locally-based developers. For anyone who......


村夫日记 11月11日

Latitude Health是一家为大健康领域投资者和从业者提供咨询的机构

互联网公司、保险公司和医药公司领头的产业基金在美国数字医疗投资中扮演越来越重要的角色,根据最新一份CB Insights公布的统计报告,2014年第二季度投资明显加速,金额超过40亿美金,比上一季度增加30%以上,在投资项目数量上也从129个增加到187个。
Qualcomm,默克制药和Blue Cross Blue Shield是三家最活跃的投资公司,其他活跃的产业基金还有谷歌,Intel旗下的产业基金以及医疗保险公司凯撒集团。这些公司投资最明显的趋势是资源整合的目的更加明显。


村夫日记 09月19日

Latitude Health是一家为大健康领域投资者和从业者提供咨询的机构

谷歌的健康战略图近年来逐渐展开,从大数据、人口健康、基因地图等谷歌擅长的数据应用领域,发展到智能医疗产品(智能隐形眼镜)、衰老研究及药品开发(Calico)以及健康平台(Google Fit),Google的健康战略越走越深。其核心已经逐渐体现:看好人类疾病谱变化带来的机会,包括老龄化、慢性病高发、以及更好地理解人类整体健康(基因、健康跟踪)所带来的产业机会。


世界资源研究所 02月25日


原标题:Global Forest Watch:保护全球森林的全新动态平台
今天世界资源研究所、谷歌等超过40家合作机构联合发布了Global Forest Watch (GFW),一款森林动态监测和预警的在线系统,旨在帮助世界各地的人们更好地管理森林资源。Global Forest Watch首次综合使用了卫星技术、开放数据、和众包模式,以保证提供即时可靠的森林信息。
世界资源研究所主席和首席执行官安德鲁•斯蒂尔说,“企业、政府、社会团体都迫切地需要了解更加完善的森林信息。现在,他们的愿望实现了。Global Forest Watch是一个近实时的在线监测平台,将从根本上改变人们和企业管理森林资源的方式。从现在起,破坏森林的行为和保护森林的举动都将一览无遗。......
Jeffrey G. Katz 创建了比价购物网站Nextag,但从2月份开始,从Google 搜索引擎过来的流量持续下降。他发愁了。于是,Nextag 的工程师联同外部顾问一起,想方设法调查是否是自己的网站哪里出了问题:可能是某些不经意的改动导致Google 的算法把Nextag 降级惩罚了。最后的结果是否定的,错不在自身。而来自Google 搜索引擎的流量继续下滑,降幅甚至达到了一半。
Nextag 作何应对呢?它在过去5个月间把在Google 搜索广告上的开支增加了一倍。Katz 无奈表示,此举花费不菲,但却是必要的。Nextag 60%的流量来自Google,既有免费搜索也有付费搜索广告。“这是没办法的事情,谁让我们活在Google 的世界里呢?”


鲍有斌 01月30日




鲍有斌 12月28日


谷歌曾在社交网络上屡败屡战,如Google Wave和Buzz,但均不理想而放弃。Google+被谷歌内部寄予厚望,借此狙击社交网站Facebook。谷歌2011年6月推出Google+,9月正式开放注册。


鲍有斌 09月23日


在9月22日举行的faebook F8开发者大会上,faebook首席执行官马克-扎克伯格发布了facebook新工具,使用户更便于分享音乐、视频、新闻乃至烹饪和健身。


陈酿老久 实朴

原文:还乡琐记:草木叩门 生活继续

吴春波H-R “乡田同井,出入相望,守望互助,疾病相持”,已成追忆。

原文:还乡琐记:草木叩门 生活继续

小胖子真不瘦 风口浪尖上的传奇人物!如果你就这样被打败,那你就真的太失败了,但是我相信你不是这种人,期待你东山再起的那天。


lulud 创业英雄还是欺诈惯犯


zhangmingxiao 川普执政一百多天,初见端倪


孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。


zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。


Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。


王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。