Jamie Dimon’s Thoughts on Chinese Banking System: so far “in China it is a one way street” with them wanting to get all and letting you get nothing, and that there will be more and better opportunities when China has a downturn.

They are way better than today's online social network

最近喜欢翻旧账 http://hi.baidu.com/caoz/blog/item/51034c08281ef6930a7b8246.html http://hi.baidu.com/caoz/blog/item/400c7becc35bcdd72f2e21a2.html http://hi.baidu.com/caoz/blog/item/0e01738d4cca0d15b31bbaac.html http://hi.baidu.com/caoz/blog/item/2d60853580e9d21690ef395a.html 有耐心的人四篇连读，没耐心的请忽略 简单总结 1: caoz对于09年的房价,没有提出准确的预测。 2:caoz尊重事实,预测会迅速抢空的几个新盘,确实都被应验.这让 "空客"们很受伤。 3:caoz最担心的事情终于发生了，政府救了楼市，而且是大救特救。 4:政府救助房地产再次体现了热水器效应，光顾着加热而忘了政策发酵周期，现在，房价已经烫死人了。现在才想起来调控。 5:房价上涨，政府责任最大，开发商不是关键因素。 6:我现在所在城市很多楼盘喜欢“挑高户型，送面积”（如果你读了我的文章就明白，这是开发商在政策夹缝里减少土地出让金摊派的方法，开发商获得土地的时候有容积率条款）但是政府现在又要严控这种行为，总之，凡是对百姓有实际好处的事情，就是地方政府要坚决反对的 总结之外，继续乌鸦嘴。 caoz喜欢看历史书 历史书最有意思的就是，不论中外，任何年代的领导人物，都以为自己是历史的创造者，他们认为自己不会走前人的轨迹，认为可以颠覆已经被证明是自然规律的东西，而最后，他们每每用实践再次验证规律。即便是很伟大的领袖人物，也不例外。 中国的房产经济，我们看到很多值得参照的模板，不论是日本，香港，还是迪拜。太多太多，但是我们仍然有很多人坚信（特别是一些掌握权力的人），中国是可以超越这些规律的。 caoz一向不喜欢唱衰中国，因为一向觉得中国拥有世界一流的智力，一流的人才，一流的勤奋；一流的进取心。但是，短时和急功近利，会毁掉所有的一切。房产的恶性膨胀，所带来的是整体经济机构的问题，把中产阶级全部变成蜗居族，这很恐怖，相当恐怖。房产透支了10年，20年中产阶级的消费潜力。教育和医疗的压力又那么大。 租售比，很多人说这个东西没用，目前是供求关系决定房价，但是caoz相信，时间会证明经济规律是怎么运行的。 往下走，房产如果走价值回归，有两个简单的方向 1：房价崩盘，银行信用体系崩溃，这是政府无论如何不能忍受的。 2：房价不崩盘，通货膨胀，货币贬值，实际价值回归。 如果你看到这两点，会觉得很难把握，按照第一点，你买房是亏的，按照第二点，不买房会更惨。但是这里还有第三个方向。 3：房价崩盘，通货膨胀，货币贬值。 不可能吗？没什么不可能！ 房价恶性膨胀已经导致社会价值观的恶性倾向，今天我朋友圈就有很多这样的例子，谁比谁工作更努力，赚钱更多，其实根本不重要，重要的是谁更早买了房子，买了更大的房子，那才是真赚！ caoz认识很多开公司的创业者，自己公司辛苦好多年赚的钱，远不如投资几个房子赚的钱多。 你要是有钱，你是创业还是买房？ 资金全部流向房地产，然后通过土地转让流向了政府，再次强调，政府是利益最大头，其次才是开发商！但是最要命的是，政府本身不具备生产，创新的能力。 这样的经济体，希望在哪里？ 工作不如炒楼，创业不如炒楼，当白领成为蚁族，与蓝领无二，当金领也不如去炒楼，如果木钱去炒楼，去考公务员。 这个社会的希望在哪里？ 经济规律会发生作用。相比于房价毒瘤，中国足球很干净。

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Larry Cheng, Managing Partner at Volition Capital recently put together a list of the top VC blogs according to traffic. On that list, Fred Wilson of Union Square Ventures is the top VC blogger, followed by Guy Kawasaki of Garage Technology Ventures and Paul Graham of Y Combinator. But which VC firm Websites attract the most attention?  Today, Cheng released another list.  This time, he ranked technology VC firms by traffic to their websites during the fourth quarter of 2009 (as measured by Compete). Topping the list is First Round Capital, with 31,632 average monthly uniques. Sequoia Capital, which sports a very spare look on its site with only a searchbox and four faint links underneath (“U.S.,” “Very Early,” “Early,” and “Growth”), has the second-most popular site with 22,441 average monthly uniques.  Rounding out third place is Bessemer Venture Partners with 14,825 average monthly uniques. In order to make the list, the firm’s website had to have monthly unique data from Compete for October, November, and December 2009. Volition Capital averaged the traffic and ranked 150 VC firm sites. Of course, the traffic stats are just one benchmark of popularity, but Cheng did say he will be updating the list quarterly. These are tiny numbers as far as most Websites go, but these are not consumer-oriented sites. The people who go to the sites are prospective startup founders, partners, and people looking for information on VC portfolio companies. Still, it’s interesting to see that First Round took the top spot; perhaps because its VCs are heavy bloggers. In fact, there seems to be a correlation between blogging and traffic to the related VC website VC and seed firms with investors who blog heavily, such as Founders Fund, Founder Collective, Foundry Group, Union Square, and Spark, all have top 25 websites. Here’s the list of the top ten: Venture Capital Firm Directory (Avg. Monthly Uniques – Q409) 1. First Round Capital (31,632) 2. Sequoia Capital (22,441) 3. Bessemer Venture Partners (14,825) 4. Highland Capital Partners (12,704) 5. Garage Technology Ventures (12,375) 6. Draper Fisher Jurvetson (11,823) 7. New Enterprise Associates (11,762) 8. Kleiner Perkins Caufield Byers (10,924) 9. Polaris Venture Partners (10,217) 10. Benchmark Capital (10,162)

The pace of innovation in the New York area is very impressive right now. Some of the top entrepenuers in the country are building and scaling companies in the NY ecosystem - Ron Conway, yesterday in an email to me (published with his permission) With the announcement of Roger Ehrenberg’s new fund – IA Venture Strategies – NYC now has another top-tier seed fund.  I’ve had the pleasure of investing with Roger a number of times. He’s not only a great investor but also a huge help to the companies he invests in. It’s great that he’s going to be even more active and I hope to work with him a lot more in the future. The NYC tech scene is exploding. There are tons of interesting startups. I’m an investor in a bunch and started one (Hunch) so won’t even try to enumerate them as any list will be extremely biased (other people have tried). I will say that one interesting thing happening is the types of startups are diversifying beyond media (HuffPo, Gawker) to more “California-style” startups (Foursquare, Boxee, Hunch). In terms of investors, NYC now has a number of seed investors / micro-VCs:  IA Capital Partners, Betaworks, and Founder Collective (FC – which I am part of – has made 7 seed investments in NYC since we started last year).  The god of seed investing, Ron Conway, who I quote up top, has recently decided to become extremely active in NYC. One of the nice things about having small funds is we don’t need to invest millions of dollar per round so we all frequently invest together. NYC also has mid sized funds like Union Square (in my opinion and a lot of people in the industry they have surpassed Sequoia as the best VC in the country).  We also have First Round, who very smartly hired the excellent Charlie (“Chris”) O’Donnell as their NYC guy. Then we have the big VCs who have also been increasing their activity in NYC.  Locally, we have Bessemer (Skype, LinkedIn, Yelp), Venrock, and RRE.  Boston firms that are very active and positive influences here include: Polaris (Dog Patch Labs), Spark, Matrix, General Catalyst, Bain, and Flybridge (sorry if I’m forgetting anyone…). Finally, some excellent California firms like True Ventures have made NYC their second home. The one thing we really need to complete the ecosystem is a couple of runaway succesesses. As California has seen with Paypal, Google, Facebook etc, the big successes spawn all sorts of interesting new startups when employees leave and start new companies. They also set an example for younger entrepreneurs who, say, start a social networking site at Harvard and then decide to move.

Think Apple has all price points covered?

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呵呵，有点意思。只听说孔老二，这原版还真没看到过。 来自: 晴朗 @ dyy.hk - FeedzShare   发布时间:2010年01月26日,  已有 22 人推荐 作为一坨看过电影《孔子》的受害者，力劝大家省省时间和钱钱。要看孔子，以下图文足矣。

《孔老二  罪恶的一生》

编文：萧甘（巴金） 绘画：顾炳鑫、贺友直

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