David-Z
1.2K posts
David-Z
@davidzhang137
Sports marketing and digital transformation One must imagine Sisyphus happy Views are my own.
Katılım Mart 2013
1.8K Takip Edilen201 Takipçiler
A Playstation store in Beijing selling a Nintendo Switch.
I took this photo a few weeks ago to remind myself to look into it. Turns out, @DanielOlimac already wrote a Substack on this last autumn.
Here are some key points:
"It's important to understand that retail physical gaming stores in China are extremely rare, compared to the overall sales volume of games in the country. The vast majority of game sales happen online, both for digital and physical games.
This PlayStation store is therefore a sort of boutique.
It's easy to see that almost every game sold in this store is either from Japan, Hong-Kong, Taiwan, or the US. They are imports, and not originally meant to be sold in Mainland China.
Most of these games do not have a required publishing license for distribution in this market, and therefore are not officially available.
While stores like these are not directly operated by Sony/PlayStation, Sony and others will support on fixtures and furniture.
The stores themselves are all managed by either distributors or retailers, so there's no way to limit them to a single brand, as is fairly standard practice in retail worldwide, regardless of products/industry."
Link: danielcamilo.substack.com/p/playstation-…
English
独角兽创始人 Greg Isenberg 说，这是史上最不对称的创业窗口。
他列了 23 个让他夜不能寐的 AI 趋势，最炸裂的几个：
1小时公司栈
找想法 → vibe coding 搭 MVP → Stripe 收款
第一单可能早上就完成了
过去要 12 个月，现在要 1 小时
微垄断数学
Kevin Kelly 说要 1000 个真粉丝
AI 时代缩到 100 个就够
5000 人小众受众 + 定制 App
= 单人年利润 6 万美元
代理雇代理
2025-2030 是 Agent Economy
Gartner 预测 2030 年 20% 商业交易是机器对机器
你需要的不是更多员工，而是更好的"代理导演"能力
最关键的一句话：
构建成本几乎为零，真正的瓶颈只剩分发——先建受众，比先写代码更重要
窗口期只有 12-24 个月，之后竞争会急剧加剧。
现在冲，才是最大红利。
中文
