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.
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