Categories
中文

杂论

最近眼睛一直不太舒服,应该是暑假对电脑时间太长了,平时Research一直要对着电脑,暑假做Google Summer of Code,要编程的时间就更多了。我从小都有弱视眼,长时间的面对电脑屏幕使我的眼睛不堪重负,被迫尽量多的远离电脑屏幕,工作虽然受到影响,但也多了一些思考的时间。

以前,我应该算是一个唯心主义者,觉得只要是下定决心做的事情就一定可以完成。但是随着年纪的增长,我越来越意识到任何食物都是有极限的,人也不例外。做什么事情都要顺应人的自然规律,硬来是没有好结果的。

中国有句谚语叫做“人贵有自知之明”。自知之明就是知道自己的极限,知道一件事情自己是能够做还是不能够做,如果实在是超出自己的能力范围或者外部条件不允许的,就不要犯傻劲。

当然,在更多的情况下,这句话充当了失败者的借口和挡箭牌。对于在自己能力范围之内的事情,就要义无反顾的去做。最忌讳的事情就是没有充分的调研和分析就轻易的放弃,这实际上就是“懒”筋在作祟。

最近在阅读哲学入门读物《苏菲的世界》。小的时候,我就看过同名电影,当时就觉得非常的震撼。前些日子听静雅思听的时候又听到了苏菲的世界的连载,勾起了我的兴趣,于是在Amazon上面买了Kindle的电子书。

我们中国人有一种特殊的自负情绪,大约就是虽然我们现在是第三世界,但是在古代我们是独步世界的。这在一定程度上也是事实。但是今日中国的落后的根源,是早在我们文明灿烂的古代就埋下了的。

中国自从董仲舒罢黜百家独尊儒术之后,实际上就没有了真正的哲学。儒家之思想,本质是“入世”的。所以儒家研究的修身齐家治国平天下归根结底,都只是御人之术。而欧洲一直都没有放弃哲学的本质,那就是思考“世界是什么,人是什么,人存在的意义与世界的关系”。顺着这一哲学的脉络,欧洲诞生了“民主的政治观念”和“科学的研究精神”。中国之所以没有德先生和赛先生,就在于中国没有如此这般“出世”的哲学。

古代希腊哲学三大家苏格拉底,柏拉图和亚里士多德系统的阐述了人与世界的关系。苏格拉底因为没有留下成文著作,思想主要是由柏拉图阐述。柏拉图人为,世界分为自然世界和超自然世界。超自然世界并不是我们通常所说的“神魔鬼怪”构成的世界,二十由万物的理想模型构成的世界。我们常常说一个东西是圆的,但是谁又见过真正的圆?可能你要说我们在数学课本的插图上面见过圆,但是那些插图实际上并不是圆,它们只是看起来像圆的图案而已。你用足够精确的尺子去量,它必定有一些地方宽一些,另一些地方窄一些。数学定义里面的圆是半径处处相等的图案。显然这样的图案不存在与我们的自然世界中,真实世界中的所有物体都是有缺陷的。圆作为所有圆形物体的理型,只存在于理想世界中,也就是柏拉图所说的超自然世界中。

柏拉图人为理型是独立并且先于真实世界的,也就是说我们这个世界中的所有物体,包括人自己,都是用理想世界中的理型制造出来的,就像姜饼人是用相应的模子制造出来的一样。

亚里士多德却不这样认为,亚里士多德认为只有一个世界,那就是我们所处于的真实世界。所以理想模型只是人在接触了许多类似事物之后抽象出来的,并没有独立于实体的理想模型。

古希腊的思想哲学深刻地影响了欧洲几千年,柏拉图依据他的哲学思想构建除了社会的理型,也就是他的理想国。后世的哲学家的哲学家在他的基础上总结出了自然法。自然法就是我们现在所说的人权和普适价值。为什么这些价值普适,因为它们适用于社会的理型。而亚里士多德注重于观察和实践的哲学思想催生了科学。科学就是自然哲学。这就是为什么所有的理工科的博士仍然被称为哲学博士。科学之用意就是要通过对自然之观察和人类与生俱来之理性总结出自然的规律。

2012年7月27日

Categories
中文

神舟猎鹰:谁是航天工业的希望

前两天美国的SpaceX实现了第一次私人太空船与国际空间站对接,今天中国的神舟九号将第一位“神女”送上了太空。两个相差不到十天。

上个世纪五六十年代是航天工业的全盛时期,美苏两国不惜血本投入航天工业,实现许多至今人们还无法超越的成就。但是短暂的辉煌之后,美苏两国的官员和人民都开始质疑:为什么我们要将人送入太空?接踵而至的预算紧缩导致了延续至今的航天工业萎靡阶段,如今的航天产业,基本上属于国家玩具,朝鲜金胖子花了几亿美元放了一个冲天炮,不知道他乐呵了没有。

回想五百年前哥伦布发现美洲新大陆的时候,当时人们也在问,为什么我们要去新大陆?多数人的答案很简单:金子。虽然事实上美洲并不盛产金子,但是信息流动的滞后还是让欧洲的许多人相信新大陆里遍地黄金。金子驱动了美洲东岸十三个殖民地的建立,驱动了美国的西部大开发,当最初淘金狂热淡去之后,人们发现美洲土地肥沃,气候远胜欧洲,随着数十代人的拓荒和开发,直至如今,新大陆已经远远超越了旧大陆,成为了人类文明的中心。

那么在开拓太空的时代,什么是我们的动力?不幸的是,绝大多数的人都没有找到答案。没有人愿意无休止的向一个无底洞里面砸钱。任何一个事业,只有产出大于投入才可能持续的发展。如何在太空中捞到真金白银是太空产业能否持续发展的至关重要的因素。

SpaceX已经走在了世界的前面。Elon Musk于2002创建了这家太空startup,短短八年的时间,自行研发出来可以将10吨货物送上低轨道的猎鹰火箭,八年总成本不超过八亿美元。虽然目前还没有实现载人航天,但基本上也只是时间问题。SpaceX作为一个美国公司,单次发射成本只有五千四百万美元,甚至低于中国的发射成本,而在技术层面上已经超越了中国。随着研发成本队的分摊和工艺的改进,成本还有可能进一步降低,SpaceX的目标是将载人航天的费用降低为50万美元每人,到那时去太空度假不是是可望不可及的梦想呢。

相形之下,我们的神舟系列走的是苏联的老路,靠的是国家投入和民族荣誉,没有任何商业化。随着越来越多的航天员进入太空,民众敏感度降低,国家投入势必减少,神舟飞船或许那个时候连神舟电脑都不如。
虽然美国航空航天局目前失去了将人送上太空的能力,但是可以说,在新一轮的太空竞赛中,美国已经走在了前面。

美国的优势是完备的市场竞争环境、丰富的技术创新经验以及富于开拓精神的人文环境。三要素的齐备,使得美国的诞生了无数的改变世界的卓越人物,比如:

  • 希拉斯·菲尔德: 创办大西洋电报公司,接通了美国到大西洋第一条电缆,第一次实现了跨越地球的光速通信,
  • 亨利·福特:创办福特汽车公司,将汽车送入千家万户,极大的改变了世界的交通方式,
  • 爱迪生:创办通用电气公司。 普及了电灯,直流输电线路,
  • 尼古拉·特斯拉:创办西屋电气公司,交流输电线路,无线电传输技术
  • 肖克莱与八叛逆:仙童半导体公司,发明晶体管,开创了电脑工业时代
  • 拉里佩奇,谢尔盖布林:谷歌公司,改变了人类搜寻信息的方式

在不久的将来,Elon Musk的他的SpaceX很有可能也出现在这个名单里面。在同时代的人眼中,他们所解决的问题和和我们这个时代去太空周末双人游一样不可思议。正如Elon Musk自己所说,虽然中国是世界发展最快的经济体,但是美国优越的创新环境让美国在新的竞争中立于不败之地。国内普遍存在一种二十年内超越美国的乐观情绪,我只想说,要超越美国,我们要学习的东西还有太多。 只有等到有一天我们的体制也能培育出真正改变世界的卓越人物,我们才能说我们赶上了美国。

二零一二年六月十六日

Categories
English

Digest of Henry Ford’s My Work and My Life

This is the reading digest of Henry Ford’s <My life and My work>. Henry Ford is among the group of able people who completely change the transportation of human beings and consequently shape our society.  He is a business man with great vision of the society. The real business leaders are always visionary and think big, that’s the reason why they are charismatic.

The Government is a servant and never should be anything but a servant.

Note: The government is not necessarily to be brilliant or productive by itself. The duty of Government is to make sure the most brilliant people in the society, no matter whether they are scientists, musician, entrepreneurs, or others, can have a safe and inspiring environment to use their brilliance.

Business men believed that you could do anything by “financing” it. If it did not go through on the first financing then the idea was to “refinance.” The process of “refinancing” was simply the game of sending good money after bad. In the majority of cases the need of refinancing arises from bad management, and the effect of refinancing is simply to pay the poor managers to keep up their bad management a little longer. It is merely a postponement of the day of judgment. This makeshift of refinancing is a device of speculative financiers. Their money is no good to them unless they can connect it up with a place where real work is being done, and that they cannot do unless, somehow, that place is poorly managed. Thus, the speculative financiers delude themselves that they are putting their money out to use. They are not; they are putting it out to waste.

Note: It is worse for the “good” money to be put into “bad” business than the “bad” money to be put into “good” business. By putting your money into a poor-managed company, you are actually endorsing the low-efficient production unit, which takes resources that should be available for more efficient business. The right approach to the problem of business to change its management, or simply shut it down and start over if management reform is not possible, but not to extend its life by burning more money.

George B. Selden, a patent attorney, filed an application as far back as 1879 for a patent the object of which was stated to be “The production of a safe, simple, and cheap road locomotive, light in weight, easy to control, possessed of sufficient power to overcome an ordinary inclination.” This application was kept alive in the Patent Office, by methods which are perfectly legal, until 1895, when the patent was granted.

Note: Any law can be misused, including the patent law. One thing need to be remembered, a good business needs patent to protect itself, not to attack others.

I believe that there is very little occasion for charity in this world–that is, charity in the sense of making gifts. Most certainly business and charity cannot be combined; the purpose of a factory is to produce, and it ill serves the community in general unless it does produce to the utmost of its capacity.

Note: Charity itself should not be abused. 99% of the charity in the world is just to satisfy people’s need of superiority, and it encourages nothing but laziness. The real charity is to provide the essential opportunity for poor people to earn their life by themselves.

The habit of failure is purely mental and is the mother of fear. This habit gets itself fixed on men because they lack vision. They start out to do something that reaches from A to Z. At A they fail, at B they stumble, and at C they meet with what seems to be an insuperable difficulty. They then cry “Beaten” and throw the whole task down. They have not even given themselves a chance really to fail; they have not given their vision a chance to be proved or disproved. They have simply let themselves be beaten by the natural difficulties that attend every kind of effort.

Note: It is just a matter of habit.

A country becomes great when, by the wise development of its resources and the skill of its people, property is widely and fairly distributed.

Note: The problem of China is not ideology. We don’t care about whether China is socialism or capitalism. What we care is whether people have the opportunity equality in the sense that the self-motivated people who want to earn their lives can get the resource they should have.

Perhaps no word is more overworked nowadays than the word “democracy,” and those who shout loudest about it, I think, as a rule, want it

Note: Look at Chairman Mao. Simply don’t trust politicians who shout loudest for democracy

The workingman himself must be on guard against some very dangerous notions–dangerous to himself and to the welfare of the country. It is sometimes said that the less a worker does, the more jobs he creates for other men. This fallacy assumes that idleness is creative. Idleness never created a job. It creates only burdens. The industrious man never runs his fellow worker out of a job; indeed, it is the industrious man who is the partner of the industrious manager–who creates more and more business and therefore more and more

Note: idleness create no value

The public was paying, and business was booming, and management didn’t care a

Note: 公司人数的快速增长并不代表公司的快速增长。The growth of payrolls does not necessarily mean the growth of the business. 我不明白为什么有的公司领袖会夸耀自己公司的人数规模,在我看来,创造了同样价值但是雇佣了更多的人并不值得夸耀。这不是创造了就业,这是降低了社会的效率。

An employer may be unfit for his job, just as a man at the lathe may be

Note: In the case that boss is unfit for his position, there are two options to increase the welfare of the society. The first option is to fire the boss and the second option is to fail the business. If the boss of the business is fired, there is some possibility that the business will recover, however the possibility is really really small, if not none. A more common case is that a business will be kicked out and a new company will replace it. The company is dead, long live the market. 我们总有一种情怀觉得要让给公司越长越好,公司寿命长对于这个社会并不是一定有益处的。公司的快速迭代是更好的让社会前进的选择。

I pity the poor fellow who is so soft and flabby that he must always have “an atmosphere of good feeling” around him before he can do his work. There are such men. And in the end, unless they obtain enough mental and moral hardiness to lift them out of their soft reliance on “feeling,” they are failures. Not only are they business failures; they are character failures also; it is as if their bones never attained a sufficient degree of hardness to enable them to stand on their own feet.

Note: I cannot agree more. If you can work only when you feel good, you are doomed to be a loser. Edit

Categories
English

Google Summer of Code 2012 !

I am thrilled that my project of “network malware simulation” has been accepted by Google Summer of Code 2012!  I will work on this project from May to August, and a new interesting open source software will be born in this summer 🙂

click here for my proposal

http://www.google-melange.com/gsoc/proposal/review/google/gsoc2012/jingconanwang/1

Categories
中文

哈佛中国论坛笔记

今次哈佛中国论坛又可称作是亚布力中国企业家论坛波士顿分论坛.大会的主题是:一起向前看.主要的嘉宾都是92派的企业家。所谓92派,就是92邓小平南方讲话之后 下海经商的高级知识份子。论坛最遗憾的一点就是绝大多数企业家都是资本密集型行业出身的,没有技术型企业家,所以整个讨论都处于相对大而空的氛围中。尽管如此,还是有不少收获的:

主题keynote中比较有价值的是毛振华的keynote:
他先总结他自己的人生,觉得最大得经验就是要,顺势而为。跟对队伍,看准潮流,坚持走下去。接着他回顾了一下中国的经济改革历程,中国最重要的年份是1978到1992年。这些年是中国的政府领导自发的进行了自我的改革,统一了社会的思想认识,终于在1992年确立了发展市场经济的原则。1992年的时候邓小平可以通过“发展经济”来统一全社会的思想和认识,但是现在不行呢。中国的社会分歧已经很严重,不可能由一个领袖再来统一中国的思想呢。

我参加了三个panel。
panel 1是 城市的可持续发展:
这个panel我不是特别熟悉,就是冲着王石过去的。王石的观点:在中国,大城市是大的趋势,因为1.亚洲人口密集,2大城市有利于节省社会资源。城市会越来越高,越来越大,这是不可逆转的趋势,万科二十年前的平均楼层高度是12层,现在的平均楼层高度是25层。

panel 2 中国的经济改革

讨论阶段毛振华说到:国有企业 应当是狗 ,由国家养着,看家护院,做一些关乎国计民生的行业,而民营企业是猫,需要自己找食,创造新的社会财富。

而现在国有企业由很大的问题。问题一是现在国企都是资本密集型 ,由政府背书,无限制供给资金,与民争利但是又不解决就业问题。第二个问题是国企的强大不是因为国有企业是高效率资本,而是因为国有企业都是行政垄断型,强制消费型。最后就变成了劣币驱逐良币,整个社会生产效率降低。

国有企业也是一个独立个体,也有利益集团,国企的利润并没有为全民所有,而是被国企干部和国企职工先分配了。国有企业得问题实际上是一个政治问题。

田源提到了97年国企的改制,97年得国企改革实际上是世界上最大的企业并购重组M&A。当时他在物资部下面最大得国企,当时公司养着110个局级干部,2000处级干部。每年亏损60多个亿。国企改制过程中将所有的国有企业分为两个,好企业从各个部委划出,全部划入国资委,坏企业由四个资产管理公司买下所有的负债,进入破产程序,所有的破产公司被贱卖,多出来的窟窿由政府发行债券填补,有一两万亿的债务。实际上是用未来的税收填补了国企亏空的窟窿。剩下的国企无负债,是优质资产,而且这个国企从出生开始就有上市资格,接着上市吸收了大量资金,国企逐渐变强。另外一个重要得影响因素是 2008年得四万亿 一揽子刺激计划大部分资金进入了国企,导致国有企业无比强大。形成了国进民退的局面。

中国的金融改革是落后的。领导人对于金融的把空很严。中国的四大银行象一个巨大的抽水机,抽取社会的资金,所有的资金进入了四大总行,总行是贯彻中央意志的。总行总是倾向于贷给国企,贷给大企业,这样对于民营企业,中小企业来说是非常不利的。为什么银行贷款偏向国有企业。因为国企由政府背书,比民企更加安全,贷款失误是终生追究责任的,贷给国有企业更佳保险。

还有一个原因是国家利率没有放开,贷款利率相差不大,贷给民企,中小企业,银行承担了高风险,但是没有随之而来的高收益。与之相比,美国的银行系统是非常的分散的。四大国有企业拥有90%的货币总量。而美国有很多的小银行,募集到的资金就地使用,而中国几乎所有的资金都是抽到北京再进行分配。

接着他们都谈到了吴英案和民间集资的问题。最近中央已经松口,将会放开民间集资,首先从温州开始试点,温州打开了中国金融改革的窗口。小银行应当是经营货币的企业,和其他企业无异,只要拥有足够的准备金,私人应当可以自由创建银行。从温州开始要发展社区性的银行。

最后泰康保险的陈东升做了一个总结。中国的金融问题,归根结底是利率的问题。中国的金融改革现在有四大问题:一是利率市场化。小型银行承担的更大的风险,应当可以收取更高的利率。二是人民币自由兑换。 三是资本市场放开。四是要有企业家精神。最后他补充到,过早的建立完善的工会和健保制度会毁了整个国家。这些需要建立,但是要等到发展到一定阶段才合适。

讨论过程中还提到了其他一些观点:中国的改革开放实际上是:1. 国企改制 2. 民企崛起 3. 外资进入。吴敬琏的观点:留住存量,放开增量。邓小平说,改革开放实际上是 1.政企分开 2 党政分开。中国现在在吃两个红利 1. 人口红利 2. 土地红利。两个红利吃完了怎么办,还没有良好的办法。

第三个panel是技术创新的,但是由于大多数嘉宾是传统行业的,所以讨论也不太深入,就略过不讲了。

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English

paradigm of problem solving

In  the 19th century, engineering was almost a synonym of mechanical engineering. A typical way to solve problem at that time was analyzing the mechanical structure, building the machine with gears and wrench and letting steam engine to drive the machine.

Steam engine is a revolutionary innovation as it introduced a “paradigm” for problem solving. If you have a mechanic description of the solution for your problem, steam engine can take care of the rest. There were tons of derivative innovation following this “paradigm”, such as plane, steamship, submarine, automobile and so on. (some of them used internal combustion engine instead, an improvement of steam engine). Theoretically steam engine and its derivatives can solve any mechanical problem, what people need to do is to describe the problem in mechanical language.

Nowadays people have been accustomed to resort to computers when they have problems. Computer is another revolutionary innovation because it provides a similar paradigm. The paradigm for computer is to formulate a arithmetic model, propose an algorithm correspondingly and run the algorithm with computers. A computer is basically a calculator that can do addition very fast. Since all arithmetic operations can reduce to to additions, theoretically computer provides us the ability to solve any arithmetic problems, what people need to is just to describe the problem in arithmetic language.

Despite their different appearance,  steam engine and computer share some common points. Both of them provide a good solution for a fundamental problem, steam engine deals with the problem of “generate rotary movement with strong force” and computer deals with the problem of “do addition with fast speed”.

When a problem can be divided into a large sequence of fundamental problems, we can get the solution of this problem by solving those fundamental problems. With this in mind we can easily conclude there are a lot of other paradigms except for those described above. The figure shows the paradigm for steam engine and computer.

Why paradigm?

The reason why we need paradigm is that paradigm can save us time. The real world is too complex and we cannot do everything well. A reasonable way is to solve a small set of problems perfectly and transform the problem we want to solve into these problems.

Limitations of Paradigm

Every paradigm has its own limitation, which is determined by the two factors. The first one is the fundamental problem itself, you cannot use steam engine to read this blog since the transmission of bits cannot be modeled as a sequence of physical movement.

The second factor is our ability to solve fundamental problems. Doubtlessly computer is the most awesome invention we human beings have ever had. However, there are still many things that computers cannot do in spite of the efforts in the past 50 years. They cannot understand imprecise information, they have very limited communication skills, and so on. All these problems belong to the field of artificial intelligence.  The reason is that although theoretically there exists an arithmetic model for all these problems, the number of arithmetic operations is beyond the ability of any existing computer even for a small problem.

In the dawn era of computers, scientists estimated that it should take only 10-20 years for machines to catch up with humans in terms of intelligence. However, the expected date was missed again and again. There was no big improvement in the recent 30 years and it seems that all researchers are just waiting computers to be stronger and stronger under moore’s law.

However, I strongly believe most of the scientists are in the wrong track. The paradigm of computers cannot provide us a perfect solution for artificial intelligence. Human intelligence cannot be described in arithmetic model with appropriate complexity. We need other types of paradigm to get perfect solution of artificial intelligence.


Jing Conan Wang
wangjing A_T bu.edu

reference:
http://net.educause.edu/ir/library/pdf/ERM0132.pdf
Henry Ford <my life and my work>

image source
http://imspeaking.wordpress.com/category/problem/
http://vector-images.com/clipart/clp13013/

Steam engine makes it possible for machines to move by themselve. Later the internal-combustion engine took the place of steam engine, but steamer was the beginning of this revolution.

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English

Ubuntu in Mac book pro

If you want to install ubuntu in Macbook pro. plese refer the following webpage

https://help.ubuntu.com/community/MacBookPro

be attention that, if you want to have the right resolution, download the driver from the nvidia offical site and don’t use the nvidia-current in apt-get, it will crash the GUI.

if you have installed nvidia-current and cannnot enter the GUI, just delete /etc/X11/xorg.conf and then type startx in the command window. then you will enter a GUI with low resolution interface. Then download the nvidia driver from official site and reinstall again.

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中文

别了土豆

早上起床得知,土豆和优酷合并了,这对冤家终于还是走到了一起,难怪今天网上都是调侃的段子。今天对于王微来说可能是一种解脱,优酷给出的报价较土豆的当前股价溢价119%,而且古永襁给足了面子,虽然土豆实质上是被收购了,但是优酷坚持对外宣称是合并。这样的结果,已经是最好的结果了,从王微那段失败的婚姻开始,土豆注定了是一个悲剧。

我想王微应该是不愿放弃的吧,但是对于土豆来说,坚持已经没有意义。虽然流血上市成功,但是股价持续低靡,影响了土豆的融资能力,现金枯竭是迟早的事情,王微在土豆的股权已经很低,面对资本没有什么话语权。

优酷作了很大的让步,土豆的市值只有优酷的六分之一,在新公司的权益却达到了接近30%,但是这也是不得不作出的让步。虽然优酷抢先上市,占得了许多便宜,但是国内的视屏行业处于病态发展的阶段(类似的还有B2C电商),所有的公司都在大量烧钱,而且看不到盈利的希望,通过加强垄断,压低成本来拼死一博是独立视频企业唯一的出路。

虽然有奇艺,搜狐和腾讯视频的挑战,但是土豆和优酷实际上是垄断了网站类视频市场,尽管如此,合并之后应该并不会加重垄断趋势,新的优酷土豆公司的的市场份额相比各自份额的总和应当会略微变小,但是由于合并之后可以大量减少成本,提高购片的议价能力,合并会带来盈利的希望。

最近还有一个有意思的事情是Google的导航条上将Video选项移至more里面,对应位置替换为了Youtube选项。Google已经假定用户不再需要到别处去寻找视频了,事实上,Youtube已经占据世界范围内一半的视屏流量。视屏领域已经像搜索领域一样被google做死了。这个领域,注定走向垄断。

Categories
English

Something in the Last Week

I have no class this term so have more time for my hobby– entrepreneurship and music. I attended a technology lecture in last Wednesday and a one-day technology workshop in last Saturday.
The lecture was given by Brendon Howe, a BU alumni and the vice president of NetApp. Inc. a NASDAQ-listed storage company. To be honest, it was a little bit boring.

Mr Howe shared us his experience in both BU and NetApp. Since Howe grew up in the eastern coast, while NetApp Inc is a typical silicon valley company, I asked him about his opinion about the difference of east coast and west coast. I also ask whether he felt there is disadvantage for east coast graduates to find a job in high tech industry compared with west coast graduates as most of tech companies are silicon valley based.

His answer was that there are some difference, but the difference is not as large as people imagine. A east coast graduate student can easily adapt to the life in silicon valley. For the second question, he admitted that many companies are more willing to recruit local students, however, since globalization is the future trend, more and more companies set up their offices in the east coast, so this gap should be more or less bridged.

In terms of Saturday technology workshop, it was pretty much a MBA lecture. The workshop was organized by ITEC, acronym of Institute of Technology Entrepreneurship and Commercialization which is a very active technology organization under the school of management . About 30 students, mostly engineering and management students, joined the workshop. The students were divided into 5 groups to brainstorm biz ideas. Eventually each group will focus on one biz concept and try to draft a biz plan and give eight elevator pitch or biz presentation.

Our group focused on a gaming device in which you can control the avatars using your brain directly and watch game scenes through displaying glasses. It is actually a very interesting idea which can revolutionize the way people interact with gaming device. I eventually gave a elevator pitch. It was actually challenging for me since elevator pitch request very fast response which is harder for even native speakers. I tried to speak more passionate to overcomes the shortcoming of language and it seemed to work well.

For the music, I watched a very funny opera named secret marriage in Friday night. It was performed by BU students and free to all BU students, actually there is another good Boston Symphony Orchestra at the same time so I can only choose one. Choosing the opera turned to be not a bad idea. It says a young couple hide their marriage to the father of the wife. However, the betrothed husband of the wife’s sister falls into love with the wife, which make things complicated. The couple conspired to escape but was found. Eventually the young couple got permission of the wife’s father and show ends happily.
The only unhappy thing in the last week was research. The simulation results turned out to be crappy, so I switched to a new method, unfortunately the new method didn’t work, too. I stayed up last night but still didn’t get the result for meeting with advisor today, so the meeting is a little bit embarrassing as I made no progress in the past week. Anyway, research is only a small part of life.

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中文

《摩根财团》读后感一

现在读书笔记拖的时间越来越长了。三周前读完了《摩根财团-一代银行王朝和现代金融业的崛起》,一直想要写一个读后感却抽不出时间。只好在公车上面敲下这些文字。

这本书讲述的是整个摩根财团的历史。摩根公司的前身由乔治`皮博迪创建,后由朱尼厄斯摩根接手,并更名为摩根公司。接着摩根家族的三代人(包括朱尼厄斯的儿子皮尔庞特摩根,孙子杰克摩根)主导了摩根的发展。之后的摩根财团淡化了家族企业的印记,摩根家族成员对于摩根的影响力消失殆尽。

摩根的历史实际上就是美国的历史。在早期朱尼厄斯的时代,伦敦是世界金融的中心。当朱尼厄斯坐镇伦敦大本营的时候,作为儿子的皮尔庞特则在美国打点着华尔街的业务,那个时代的美国,虽然潜力无穷,但仍然只是新兴国家,资本市场并不大。摩根财团这个时期实际上扮演着英国资本在美国的掮客角色,可以说,此时的摩根更加像是一个英国公司。但是过了一代,美国就一跃成为一流的资本强国,华尔街不再需要伦敦来募集资金了,皮尔庞特坐镇华尔街22号,杰克则去打理着伦敦的摩根建富的业务。可以看出,这时的伦敦不再是摩根王国耀眼的都城了,摩根重心的转移正与世界权力中心的转移相契合,这不是偶然。

世界中心的转移给了摩根非常大的竞争优势。作为一个美国公司,摩根财团在与欧洲财团的竞争竞争中早期一直处于劣势,欧洲债券承销业务他们几乎无法染指,这一领地早被欧洲霸主罗斯柴尔德家族和英国贵族巴林家族瓜分。即使在美国债券的承销中,他们也时常竞争不过罗斯柴尔德家族和巴林家族。当时在后二者眼里,摩根公司不过是一个来自新大陆的暴发户,根本算不上是一流的债券承销商。

但是随着美国经济的发展,形式发生的很大的逆转。美国工业蓬勃发展,急需大量资金,而美国的资本市场也逐渐发展起来,相比半个地球之隔的欧洲财团,华尔街22号显然更加容易打交道。摩根财团逐渐雄霸整个美国资本市场,和欧洲财团隔洋对峙。第一次世界大战给欧洲财团以沉重打击,而对摩根来说确实绝佳的机会。当时摩根扮演了美国政府角色,为协约国提供了大量贷款,将自己的势力伸进了欧洲。亲德奥的罗斯柴尔德家族随着同盟国的战败受到极大打击,而战后英国限制了本国银行在国外的贷款,导致了巴林银行业务的快速萎缩。经过一战,摩根恍然发现自己已经成为世界最一流的银行了。

公司不可能脱离市场存在。摩根在早期之所以处于劣势,就在于当时主要的资本活动不管是融资还是借贷都发生在欧洲。罗斯柴尔德和巴林家族在欧洲大陆经营数代,关系盘根错节,而摩根作为一个美国公司,离这个市场实在是太远,确实没有太多机会。而当时的美国资本市场,根本支撑不起一个世界一流的大财团,所以虽然摩根在美国举足轻重,但在世界范围还属二流。但是到了20世纪情况就不一样了,美国成为了世界最大的工业过和最大的市场,摩根仅凭美国市场的成绩就足以傲视群雄。而摩根的国际化(向欧洲大陆的渗透),是随着美国的国际化一并完成的,当世界市场开始跟随着美国市场的步调时,美国金融业的王者摩根在世界上就举足轻重呢。

(未完待续)

2011年12月18日