7月读了什么有意思
1 Marc Adreessen - interview by the Observer Effect
https://www.theobservereffect.org/marc.html 日程管理，阅读，过程vs.结果（因果关系），being a clinical gambler, hedge fund's role to monetize on idea alteration
2 李铁：为何我不赞同梁建章对人口问题的看法
https://finance.sina.com.cn/wm/2020-07-01/doc-iirczymk9972858.shtml “我始终持有的观点是中国人口太多，长期以来“劳动力过剩”，从来没有说过“人口过剩”。”
李铁：人口越多，市场越大？就能有更多创新？
https://finance.sina.com.cn/wm/2020-06-27/doc-iircuyvk0701710.shtml “人口越多不一定市场越大”
3 Cirillo & Taleb: The Decline of Violent Conflicts (as falsely concluded by Stenven Pinker): What Do the Data Really Say?
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2876315
（1）Under fat-tailed domains, more data is required to assert that there are no black swan than to assert that there are black swans hence we would need much more data to claim a drop in violence than to claim a rise in it. （2）Our analyses suggests that the number of large confilicts over time follows a homogeneous Poisson process and the number of observation over time follows a Poisson distribution.
4 Eric Vishria – The Past, Present, and Future of SaaS Software
http://investorfieldguide.com/eric-vishria-the-past-present-and-future-of-saas-software
表述真清楚。虽然我对他提的SaaS公司三代理论和Twilio模式都有一些问题，但是表述能力差很远，那么有个一知半解就不用谈了。
5 FB, Mark Zuckberg emails on the consideration to acquire Ins, Path, Foursqaure etc.
“There are network effects around social products and a finite number of mechanics to invent. Once someone wins at specific mechanic, it’s difficult for others to supplant ... we already know these companies’ social dynamics and will integrate them over 12-24 months anyway... What we’re really buying is time.”
6 When Bezos started developing Kindle (and AWS) in 2004:
https://threadreaderapp.com/thread/1287944667414196225.html
"Everybody told him it was a distraction. ... ... New mission: destroy the old business."
7 [一席] 黄盈盈：小姐研究二十年
https://bbs.pku.edu.cn/v2/post-read.php?bid=251&threadid=17743873
8《林村的故事》：村干部，集体公有制，四清&大跃进，计划生育指标落地进村
