Archive for the ‘Random Musing’ Category

May 25th, 2015

China New Economy : 互联网+第三版

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David Conrad,ICANN CTO是我多年的朋友。David可算是第一代互联网的前辈的前辈。在很多人都不知道互联网的时候,他担起全亚太区的IP分配工作(APNIC),哪个ISP/IDC需要IP地址给多少他一个人说人算,可算是亚太区的Jon Postel

我与David认识近20年,上周他来北京我们一起吃饭。我们聊起中国”互联网+”的口号和三版对于互联网公司的疯狂。对于我们这个经历第一代互联网的dot-com泡沫,第二代web 2.0的时代,到第三代移动社交互联网的世界,中国互联网+第三版就好比第一次NASDAQ Dot-Com的泡沫。

500px-Nasdaq_Composite_dot-com_bubble.svg
NASDAQ 1994-2005
经历过1994-2004年的互联网的时代的人都会记得这个奇妙的时代。当年的股市对于互联网公司的疯狂,公司成立不到一年半载,卷商就猛追着塞钱给公司,尽快上市。只要有些互联网故事,成长速度快,不管赚钱不赚钱,就有大把的投资者追着公司投资。当年如果有人说这个是泡沫,很多分析师就会把这个人打下,说他不懂互联网,不懂”New Economy”。

那时候有很多奇妙的公司如webvan.com,96年成立,99年上市融3.75亿美金(估值48亿),01年破产。还有98年成立的pets.com, 99年NASDAQ上市,破产时候只有268天的公司。我也经历过那个疯狂。99年我成立的公司,2000年融资2400万美金,01年卷商估值5亿美金推我们上NASDAQ。当时董事会认为没有10亿美金估值不上,所以没上市。

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March 9th, 2015

传统企业互联网转型

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传统企业互联网转型.001

正和岛的朋友大家好。很荣幸被邀请在这个群内与大家分享与交流。今天我要说的话题是「传统企业互联网转型」。

在开始之前。。。

一,在过程中,我将稍作暂停以便大家提出意见与问题。我希望这是个互动交流。三人之行,必有我师。我更希望能有互动也能向各位学习。

二,我会分享预先准备的演讲稿。交流完毕后会整理发给大家。我也会把内容发布在网上微博微信。为了保证各位的隐私,我不会发布各位在群内的互动内容,所以请大家放心畅所欲言。

三,今天参与的这个互动我仅代表我个人意见。

好的,言归正传:「传统企业互联网转型」

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February 2nd, 2015

六张图解读互联网产品思路

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September 30th, 2014

Matchstick – The Streaming Stick Built on Firefox OS

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Support the Kickstarter project, please :-)

March 18th, 2013

做人的最高境界是厚道

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Via 玖零张艳帅

台北有一位建筑商,年轻时就以精明著称于业内。那时的他,虽然颇具商业头脑,做事也成熟干练,但摸爬滚打许多 年,事业不仅没有起色,最后还以破产告终。在那段失落而迷茫的日子里,他不断地反思自己失败的原因,想破脑壳 也找寻不到答案。论才智,论勤奋,论计谋,他都不逊于别人,为什么有人成功了,而他离成功越来越远呢?

百无聊赖的时候,他来到街头漫无目的地闲转,路过一家书报亭,就买了一份报纸随便翻看。看着看着,他的眼前豁然一亮,报纸上的一段话如电光石火般击中他的心灵。后来,他以一万元为本金,再战商场。

这次,他的生意好像被施加了魔法,从杂质铺到水泥厂,从包工头到建筑商,一路顺风顺顺水,合伙伙伴趋之若鹜。短短几年内,他的资产就突飞猛进到一亿元,创造了一个商业神话。

有很多记者追问他东山再起的秘诀,他只透露四个字:只拿六分。又过了几年,他的资产如滚雪般越来越大,达到 一百亿元。有一次,他来到大学演讲,期间不断有学生提问,问他从一万元变成一百亿元到底有何秘诀。他笑着回答,因为我一直坚持少拿两分。学生们听得如坠云里雾里。

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June 14th, 2012

Analysis of the IDN new gTLD applications

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There are a lot of excitement since ICANN has reveal the list of 1930 applications for new gTLD yesterday at an event in London yesterday.

Even some of the strongest opponents of the ICANN new gTLDs program have acknowledge the there is a case to open up new gTLD for Internationalized Domain Names (IDNs). So I am going to focus and analysis about the IDN applicants.

1) There are 116 applications for IDN , which is less than the 10% estimate I have prior. But what’s surprising is the numbers for Chinese new gTLDs, 73 applications1.

The simple conclusion is that most people are still not certain of the future of IDN TLDs but if it is successful, it is likely to be in Chinese gTLDs.

2) The next two languages are 15 Arabic and 9 Japanese new gTLDs. But what is interesting is the lack of Korean, only 3 applications. Of the 3, only one comes from Korea (Samsung).

This is not to say Korean don’t use IDN as KISA has obtained “.한국” via IDN ccTLD Fast Track. What I learn is that the Korean government has discourage Korean companies to participate in new gTLD but to garner around .KR and .한국 for local usages.

Commercially, there is also less interest in domain names as Korean Internet market has predominately used to Keywords and Search Engine as the mean for navigation.

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June 30th, 2011

Introduction to ICANN new gTLD

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Presentation I did for tomorrow meeting with Chinese brand owners.

ps: My first prezi presentation btw :-)

April 19th, 2011

Asia Internet Kingdoms

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January 30th, 2011

Short Trip in KL

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Made a last min trip to KL for an important meeting (very fruitful). Closed 2 deals while traveling. Unfortunately, I cannot say what it is here yet but I am very excited!

Still have 2 pending transactions, one looks like will have to close next week (during CNY) and one will definitely be after CNY.

Just send my family back to Singapore in the afternoon and now waiting for my flight back to Beijing. Still have lots of work today back in China…

Update 3rd Feb: one of the deal was just announced: Softbank took 35% stake in PPLIVE for US$250m. (also known as PPTV)

Update 27th Feb: another deal was announced: 24券网宣布获得千万级美元注资 (24quan.com is a GroupOn-clone in China)

December 5th, 2010

Stuck in Miami

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Miss my connecting flight due to snow delay in Chicago, I am now stuck in Miami waiting for the next day flight to Cartagena.

Come to think about it, this is the first time I am in Miami. The weather is wonderful, a sharp contrast to the Beijing freezing wind and Chicago snow. But heck, I am in no mood to do anything else after 20 hours on 2 hops of planes, 3 hours in the queue trying to get my next flight. Bath and sleep…and hope I get to Cartagena tomorrow.