2020年，一切正在重建

 一鲸落，万物生。农业文明和工业文明带来了“人生钱”和“钱生钱”的古典资本主义时代，而数字文明正在带来“云生钱”的计算资本主义时代。

企业家们在埋头苦干的同时，也要仰望一下浩瀚无垠的星空。

今天，我们幸运地踩到了新周期的起点，这是百年不遇的大机会。

5G+IOT+ABCD+X，多种新技术交织碰撞在一起，即将发生一场大爆炸。

那么，大爆炸之后的世界是什么样子？

三不约束模型

一家公司，每突破一层约束，其价值就增长10倍。

越不受时间线约束、空间线约束和马斯洛需求线约束的公司，才越有希望跨越各种鸿沟与边界，成为更有价值的公司。

终局是建立“数字移民共和国”

“数字新大陆”正在崛起。

数字新大陆的世界观极其宏大，每一个app、每一个小程序，都是一个“数字移民共和国”，都是一个小世界。

无论是实体经济体还是电商经济体，未来的终局命运都是数字移民共和国。
这个新共和国的GDP=人口✖留存率✖ARPU（笔记侠注：每用户平均收入值）。
企业或平台的创始人，要有总统的思维。数字移民共和国的移民包括人类数字移民和机器人移民；机器人移民越多的公司，价值将越大。

数字移民共和国
数字经济体的GMV（笔记侠注：电商网站成交总额），就是数字共和国的GDP，靠机器赚钱的公司会产生更高的GDP。如果能够摆脱时空和需求的限制，就可以拓展更宽阔的疆土。

人类消费者身处“SoLoMoMe”四个象限（Social社交，Local本地，Mobile移动，Me个性化），这是一张最难拼的消费者拼图，地球上还没有任何一家公司能拼成这张消费者拼图。


如何收割SoLoMoMe数字移民的人口红利？它的新世界观、新经济制度和新底层逻辑到底是什么？


巴菲特最喜欢“早上醒来太阳一定会升起”这种长期确定性的业务，那些有可重复收入（recurring）的业务线。

净收入留存率（NDR，Net Dollar Retention)，代表了你公司未来的关键价值。


NDR=（去年收入+升级-降级-流失收入）/去年收入。


假如去年营收10个亿，今年即使把整个销售团队都解散，一个新客也不做，还能收入15个亿，那么你公司的NDR就是150%。


稳定的净收入留存率，代表着营收的高度可预测性。


生产力 vs 生产关系
如果说AI是继蒸汽机、电气之后的第三次生产力的革命，那么，区块链带来的币权制度将是继股权、期权后的第三次生产关系革命。

团结一切可以团结的全球力量，重构每一个万亿级别（但今天仍然处于既低效率又碎片化）的市场。

  • 每一辆特斯拉汽车就是一台数据收割机
  • 共同解决一个又一个不可逾越的挑战
  • 经营人的红利
  • 赚全生命周期的钱
  • 业务矩阵
  • 订阅用户，付费订阅用户
  • 生产关系 - 股权、期权、币权
  • XaaS 产业共同体
  • ARPU
XaaS will lead us to a form of UBI

https://mp.weixin.qq.com/s/ZPZdAyEK7vXI9NOBR566TQ

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