2014/11/06 第93期

（如果国内的读者原链接看不了，可以看这个pdf打印版：https://nfil.es/w/zdRH4o/） 这篇文章让我想起了读书的时候，大家广泛传阅的 David A. Patterson 的 How to Give a Bad Talk 。。。

作者提出了一套理论来解释成功的 app，尤其是成功的聊天类的app为何让用户上瘾： The Hook is composed of a trigger, action, variable reward, and investment.

• Trigger: A trigger is what cues a habit.
• Action: Notifications prompt users to act, in this case tapping the app.
• Variable Reward: This is when users get what they came for and yet are left wanting more.
• Investment: The final phase of the Hook prompts the user to put something into the service to increase the likelihood of using the service in the future. For example, when users add friends, set preferences, or create content they want to save, they are storing value in the platform.

视频很短，一下子就能看完了。Benchmark 作为 Twitter 的风投，作为合伙人的 Bill Gurley 自然要为 Twitter 鼓吹一番。他认为 Twitter 至少在每个用户身上能赚到的钱会比 facebook 多，因为用户在 Twitter 上表现出来的兴趣比较明确（转推大量同一主题的tweet，容易暴露自己是购物狂、体育迷还是其他的，尤其是在看电视的时候，主持人/嘉宾都有twitter账号跟观众互动）。 其实 。。。Bill Gurley 不太适合接受电视采访 ，他在镜头前表现得不自然；还是看他的博客比较好。

以前去开会的时候拿了几百$的 Google Compute Engine 代金券，这下有地方可以用上了：）

如果不想看视频的，可以直接看文字。他结合 LinkedIn、PayPal以及他经历过、投资过的公司案例来讲。他还有提到地理位置的重要性，不是每个领域都适合在旧金山湾区创业的；比如 Groupon，需要大量的销售，总部就在中西部（芝加哥），而不是在湾区。

So how do you know you might be a great founder? Well you should have some super powers. It's generally speaking useful to be a good product person. It's useful to have good skills about leadership, bringing networks in, persuading people, and it's useful to be able to- and this is kind of fundamental, is recognized whether you are on track or not. To have that kind of belief but also paranoid about am I tracking against my investment thesis? And when you do that the right way and you are learning and you are assembling people and you are assembling that around you.