展望2020

US/China tech: copy that
Lex專欄:2020年科技獨角獸能否繼續燒錢?


許多人沒有認識到,龐大的市場加上不高的准入門檻,意味著會有大量競爭,也就是說若想脫穎而出需要大量燒錢。

The Chinese copycat has turned innovator. China, once the home of pirated DVDs and lookalike gadgets, has proved a trailblazer for many in Silicon Valley. Its integrated payments apps have been imitated by the likes of Facebook and Google. The super app concept given birth by China’s WeChat is being aped by Uber (via south-east Asian wannabes such as Grab and Gojek). But the most copied Made-in-China features last year were spectacular cash burn and IPO flops.

中國已經從模仿者變成了創新者。曾經是盜版DVD和各種山寨電子產品大本營的中國,如今已變成走在許多矽谷公司前面的開拓者。Facebook、谷歌等公司開始模仿中國的整合支付app。由中國的WeChat(WeChat)打造的超級app概念正在被Uber(Uber)模仿(通過成爲像東南亞的Grab和Gojek那樣的app)。但去年被複制最多的誕生於中國的「特色」,是燒錢和首次公開發行(IPO)失敗。

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