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The author:(作者)delvpublished in(发表于) 2014/1/6 10:12:47 Netscape founder： China’s Tencent deserves Snapchat followed suit，
Netscape founder: China's Tencent deserves Snapchat follow-Netscape, Tencent, Snapchat-IT information Netscape founder: Tencent in China worth Snapchat to follow
Andesen·huoluoweici Netscape co-founder and Venture Fund (Andreessen Horowitz) partner, Mark Anderson (Marc Andreessen) when in an interview with the Wall Street Journal a few days ago to forecast the development of the it industry in the coming years. Anderson noted that the Smartphone will completely replace feature phones in the next three years, smart-phone users will reach 5 billion people.
Anderson 2011 has been published in the Wall Street Journal, the articles of the software is to devour the entire world, said today's ubiquitous software applications and is consumed throughout the world. The article analyzes the technology industry trends and reasons, finally concludes that "this is a great opportunity, and I know where to put their money into. "If there's any difference, ahead of Anderson's prophecy will be fulfilled. Smartphones have become a book taxis, the entrance to a doctor's appointment or an appointment.
Running errands including travel rental Airbnb, RelayRides site TaskRabbit, private car service companies have been using software should be used to open up new economic system. Here, consumers can share their goods and services. In that year Anderson released the software world is tearing apart the whole article, and according to market capitalization, Google is the world's 12th largest company; now, the company has become the world's third-largest company.
While Anderson said in an interview with the Wall Street Journal, not only memories of their own expectations, and forecast for the future development of the it industry in the new. He insists that he raised on the new software company valuation is the basis of economic restructuring, rather than a new round of bubbles, and explains that his company invested Pinterest photo agency Web site, and did not participate in the investment in "burn after reading" Snapchat the reason why valuations could reach billions of dollars. Following is a summary of interview:
Q: what is driving the current pace of technological advancement?
A: just spent the past two years, smartphones will become a mass phenomenon. 2014 rolls around, I think the global smart-phone users could reach $ 2 billion, this data growth is indeed very fast. Within three years, I think there'll be no one to buy a smart phone. Literally, suppliers will stop making low-end feature phones, on the contrary they will have to make Smartphone. This will allow smart phone users a total of 5 billion. Currently, we are in a everyone has a super computer in your pocket, and everyone will be able to access the Internet world.
Q: the future will control the control platform of companies such as Apple and Google?
A: according to current trends, that is indeed the case. Apple and Google current in a particularly favourable position, because they are the new owners of the two dominant platform. There is no doubt that the status of these two companies are growing. For Apple, and a big problem at present is whether stable market share in the high-end market. For Google, it is able to preserve the integrity of the Android, or niche, especially in overseas markets to take action.
Q: large amounts of money as there was so much to software companies, this could last?
A: according to my point of view, this situation does not change. In essence, there is no bubble in the field. Foam is a very special phenomenon, belonging to a group mentality, when Lady and gentlemen, taxi drivers, Shoeshine, started buying stock, bubbles will appear. Present situation has not reached the same level. We're talking about just a handful of companies, and all of them are private enterprises. It did not give the public too much impact on the market.
Q: this is different from when the dotcom bubble?
Answer: needed to create an Internet company now cost far less than the late 90. In the late 90, if you want to create an Internet company, you first need to buy a Sun Server, network equipment from Cisco, Oracle database, and EMC storage systems. Even just the establishment of companies, these enterprises have to pay huge amounts of money. Today's innovative companies no longer need to do so. No exaggeration to say, today's innovative companies do not need to purchase any of the products of these enterprises. Now they just need to go to Amazon's public cloud services AWS (Amazon Web Services), you can get a rack of servers at a very low price, storage space, and software services. The late 90 's Internet company in the context of high-spending survived is a miracle in itself, so that Amazon and eBay can be a miracle.
Q: under the same support from the venture capital fund, if there is sufficient demand to support more competitors competing in the same field?
A: it market itself is "winner" of the market. Microsoft, Yahoo and Google in the search market to compete, but Google's market share has continued to improve. I think the key question is whether category and industry be any different? Dropbox and Box are companies belonging to the same category or two completely different companies. A mind that was both companies belong to the same category of company, another way of thinking is different, because a company focused on the consumer market, and another focused on the enterprise market.
Also thought that all the sharing economy companies belong to the same type of business. We don't think so, we believe that each vertical area, there is a big winner.
Q: why are you on the investment in innovative enterprises do not have a business model? Company revenue for not achieving like Pinterest, why do you give a 3.8 billion-dollar valuations?
Answer: companies such as come in two categories, you can guess what I think Pinterest what kind? There is a category of business owners have no idea how they will promote business, but they would know. Facebook, LinkedIn, and Twitter are examples of this type of company. And the kind of company revenues in the early days and didn't have any idea, say, Google.
Q: Snapchat what type of company?
A: Snapchat a follow--Tencent in China. The company's market value has reached $ 100 billion. Tencent's market value could reach us $ 100 billion because the company smartphones launched an instant messaging service, and around the service has introduced a range of services, such as e-mail, games, video chat, social networking, etc. Then, Tencent to users through the introduction of additional services and charges. Tencent has become one of the most successful technology companies ever, and the market value of the Hong Kong Stock Exchange has reached $ 100 billion. Co-founder and CEO, Aiwen·sipigeer Snapchat (Evan Spiegel) may adopt similar plans. Perhaps Scott Spiegel's plan is Tencent's business model from being transferred to the United States, because in the United States market, in fact, there is no business to do so.
网景创始人：中国的腾讯值得Snapchat效仿 - 网景,腾讯,Snapchat - IT资讯网景创始人：中国的腾讯值得Snapchat效仿
网景联合创始人、风险投资公司安德森·霍洛维茨基金（Andreessen Horowitz）合伙人马克·安德森（Marc Andreessen）日前在接受《华尔街日报》专访时对未来几年科技产业的发展进行了预测。安德森指出，智能手机将在未来三年内完全取代功能手机，智能手机的用户将达到50亿人。
安德森2011年曾在《华尔街日报》上发表《软件正在吞噬整个世界》文章，称当今的软件应用无所不在并且正在吞噬整个世界。该文章分析了目前科技行业发展趋势和原因，最后的结论称“这是一个伟大的机会，我明白该把自己的钱投向哪里。”如果有什么区别的话，安德森的预言将会超前实现。智能手机如今已经成为了预定出租车、预约医生或是进行约会的入口。
包括旅行房屋租赁网站Airbnb、跑腿网站TaskRabbit、私家车短租服务公司RelayRides一直通过使用软件应用来开辟新经济体系。在这里，消费者能够分享他们的生活资料和服务。当年在安德森发表《软件正在吞噬整个世界》的文章时，按照市值计算，谷歌曾是全球第十二大公司；如今，这家公司已成为全球第三大公司。
安德森日前在接受《华尔街日报》专访时，不仅回忆了自己的预期，而且还对未来科技产业的发展进行了新的预测。他坚持自己关于新软件公司估值的提升是经济转型的基础，而非是新一轮泡沫的观点，并解释了自己公司投资的图片社交网站Pinterest，以及没有参与投资的“阅后即焚”应用Snapchat估值为何能够达到数十亿美元的原因。以下为访谈内容摘要：
问：是什么推动了当前技术进步的速度？
答：仅仅用了过去两年的时间，智能手机便成为了一种大众现象。进入2014年，我认为全球智能手机用户可能达到20亿，这个数据增长的确实非常快。三年之内，我认为不会再有人会去购买一部非智能手机。从字面上来将，供应商将会停止制造低端的功能手机，相反他们会去制造智能手机。这将让智能手机用户总数达到50亿。我们当前身处在一个每个人口袋里都有一台超级计算机，而且每个人都能够接入互联网的世界。
问：未来是否会掌控在那些控制了平台的企业，如苹果和谷歌？
答：按照目前的趋势来看，情况确实如此。苹果和谷歌当前身处特别有利的位置，因为他们是新世界两个统治性平台的所有者。毫无疑问，上述两家公司的地位都在不断加强。对苹果而言，当前的一个大问题是能否在高端市场稳固住市场份额。对谷歌而言，则是能够保持Android的完整性，或是在细分、特别是海外市场有所作为。
问：大量的资金正如潮水般涌向软件企业，这种情况能否持续？
答：依据我的观点，这种情况并不会发生转变。本质上而言，该领域并不存在什么泡沫。泡沫是一种非常特殊的现象，属于一种群体心理，当大妈们、出租车司机、擦鞋匠们都开始买入股票时，泡沫才会出现。目前的情况还没有到这种地步。我们谈论的只是一小撮企业，而且全部都是私有企业。这确实不会给公众市场带来太大的影响。
问：这与当年的网络泡沫有何不同？
答：如今创建一家网络公司所需要的花费远低于上世纪90年代末。在上世纪90年代末，如果要创建一家网络公司，首先需要购买Sun的服务器，思科的网络设备，甲骨文的数据库，以及EMC的存储系统。即便是仅仅成立公司，这些企业也要收取巨额的资金。如今的创新企业不再需要这样做。不夸张的说，如今的创新公司根本不再需要购买这些企业的任何产品。如今他们只需要前往亚马逊公有云服务AWS（Amazon Web Services），就能够以非常低的价格获得所需的服务器、存储空间、以及软件服务。上世纪90年代末的网络公司在高支出的背景下能够存活下来本身就是奇迹，所以说亚马逊和eBay都是奇迹。
问：在同样获得风险投资基金的支持下，是否有足够的需求支持更多的竞争对手在相同领域展开竞争？
答：科技市场本身就是“赢家通吃”的市场。谷歌依然在搜索市场与微软、雅虎展开竞争，只不过谷歌的市场份额一直在不断提升。我认为问题的关键在于分类和行业有什么不同？Dropbox和Box是否属于同一类别的公司，或是两家完全不同的公司。一种思维是上述两家公司属于同一类别的公司，另一种思维则完全不同，因为一家公司专注于消费者市场，另一家则专注于企业市场。
还有一种思维认为所有的共享经济公司均属于同一类型的企业。我们并不这样认为，我们认为每一个垂直领域都有一个大赢家。
问：你们为何对没有业务模式的创新企业进行投资？对于像Pinterest这样没有实现营收的公司，你们为何给出了38亿美元的估值？
答：像这样的企业有两个类别，你可以猜猜我认为Pinterest属于哪一类？有一类企业所有人都不知道他们将如何实现创收，但他们自己知道。Facebook、LinkedIn、Twitter就属于这一类公司。还有一类公司在创建之初对创收并没有任何主意，比如说谷歌。
问：Snapchat属于什么类型的公司？
答：Snapchat有一家在中国的效仿对象--腾讯。这家公司的市值已经达到了1000亿美元。腾讯的市值能够达到1000亿美元，原因是这家公司针对着智能手机推出了即时消息服务，并围绕着该服务又推出了一系列的服务，如电子邮件、游戏、视频聊天、社交网络等。然后，腾讯通过推出的附加服务向用户收费。腾讯已成为有史以来最成功的科技公司之一，而且在香港证券交易所的市值已经达到了1000亿美元。Snapchat联合创始人、首席执行官艾文·斯皮格尔（Evan Spiegel）可能会采用类似的计划。或许斯皮格尔的计划就是把腾讯的业务模式转移到美国，因为在美国市场事实上还没有企业这样做。
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