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專欄 - 蘋果2_0

如果谷歌是求雨師,蘋果是什么?

Philip Elmer-DeWitt 2013年04月12日

蘋果(Apple)公司內部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數百萬用戶中已經有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經營該公司。
知名科技博客賀拉斯?德迪烏對比了谷歌和蘋果兩者的盈利模式。他打了個比方,谷歌的做法是在河口支起漁網,同時拆除水壩,疏通河道,甚至呼風喚雨,目的是增大河流的水量,以此盡可能的多撈些魚。而蘋果呢?它是魚苗培育師?還是魚食生產商?

????本周二,科技博客Asymco的賀拉斯?德迪烏在Critical Path播客上發(fā)布了一則經過編輯的錄音文字記錄,通過巧妙的隱喻描述了谷歌(Google)的商業(yè)模式。

????德迪烏認為,谷歌是一家這樣的企業(yè):在密西西比河上拉起網,同時試圖通過增大水流量來使捕魚量最大化。為此,谷歌疏通河流盆地,使溪流改向,拆除現有水壩,反對新建水壩,還播云布雨。

????這篇文章很有意思——旨在打破我們對谷歌非黑即白的印象——我推薦諸位都讀讀看。

????此外,這篇文章還解釋了谷歌為何給一座座城市裝上寬帶,為何開發(fā)出Android,以及免費開放Android可能帶來哪些意想不到的后果——例如允許Facebook通過Facebook Home打造上游網絡。

????但這也提出了一個問題,蘋果(Apple)的位置在哪里?Asymco的多位讀者也提出了自己的比喻:蘋果就像一位環(huán)保主義者,試圖保持水質清潔。蘋果就像一個孵化場,嘗試培育出更優(yōu)良的魚類。或者說,蘋果就像一家制造商,生產更美味的魚食。

????不過我對這些比喻都不太感冒。諸位有什么想法?(財富中文網)

????Asymco's Horace Dediu on Tuesday posted an edited transcript of the part of his most recent Critical Path podcast in which he described Google's (GOOG) business model through an elaborate extended metaphor.

?? Think of the company, he suggested, as an enterprise that has strung nets across the mouth of the Mississippi and is trying to maximize the number of fish it catches by increasing the flow of water. To that end, it dredges river basins, redirects streams, knocks down existing dams, opposes new ones and seeds clouds to make it rain.

??? It's a lovely piece of work -- offered to get us beyond the view of Google as either good or evil -- and I encourage you to read it.

??? Among other things, it helps explain why the company is wiring whole cities with fiber, why it created Android and what the unintended consequences of giving it away might be -- such as allowing Facebook (FB) to lay down upstream nets with Facebook Home.

??? But it also raises the question of where Apple (AAPL) fits in. Several Asymco readers have tried to answer that with their own analogies: Apple is like an environmentalist, trying to keep the water clean. Apple is like a hatchery, trying to breed better fish. Apple as a manufacturer of sweeter-tasting fish food.

??? None of them quite work for me. Any ideas?

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