摘录:关于科技公司边际成本

今天在 Statechery by Ben Thompson 上看到一篇关于固定成本和边际成本的更新,主要在谈Amazon Go,有几乎话浅显易懂,但很有道理,摘录下来。

…To understand the economics of tech companies one must understand the difference between fixed and marginal costs, and for this Amazon Go provides a perfect example…

  • It was expensive to develop mainframes, but IBM could reuse the expertise to build them and most importantly the software needed to run them; every new mainframe was more profitable than the last.
  • It was expensive to develop Windows, but Microsoft could reuse the software on all computers; every new computer sold was pure profit.
  • It was expensive to build Google, but search can be extended to anyone with an Internet connection; every new user was an opportunity to show more ads.
  • It was expensive to develop iOS, but the software can be used on billions of iPhones, every one of which generates tremendous profit.
  • It was expensive to build Facebook, but the network can scale to two billion people and counting, all of which can be shown ads.

原文:https://stratechery.com/2018/amazons-go-and-the-future/

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