An introductory estimation of use of EV battery materials and reserves on earth.
Conclusion in the video may not be right but is useful as basic assumptions.
An introductory estimation of use of EV battery materials and reserves on earth.
Conclusion in the video may not be right but is useful as basic assumptions.
【推荐读物】Recommending this insightful and objective article by Benedict Evans from a16z – 5G: if you build it, we will fill it.
Below is an excerpt of his comments on slicing…
One of the cooler features of 5G is that it lets you split out dedicated capacity for particular use cases – so-called ‘network slicing’. Today (to simplify hugely), although network operators try to do traffic management, all traffic in the cell is fundamentally using the same capacity. 5G lets you create dedicated private capacity in the radios network with specific characteristics. So, you could sell a truck operator dedicated capacity on the two miles between a specific freeway exit and a specific warehouse. Or, you could offer an IoT operator (or alarm company) much lower bandwidth but over a wider area.
a16z with James Collins, Termeer Professor of Bioengineering at MIT
Tesla CEO @elonmusk with Shanghai Mayor Ying Yong at Tesla Shanghai Gigafactory ground breaking ceremony. $TSLA #Tesla #China #TeslaChina #GF3 pic.twitter.com/sIecnGsU71
— Vincent (@vincent13031925) January 7, 2019
As Elon Musk went to Shanghai for the groundbreaking of Tesla’s first international factory on Jan 6, this video about Gigafactory by Verge is worth watching to refresh the basic understanding of its status and future.
“This is Elon Musk’s key to Tesla’s future”
Katherine Milkman is a professor of Operations, Information & Decisions (OID) at the Wharton School, University of Pennsylvania.
More about her podcast series here.
Anthony Kennedy – Retired U.S. Supreme Court Justice
https://www.bloomberg.com/news/videos/2018-11-28/the-david-rubenstein-show-anthony-kennedy-video
16. The Elegant Universe: Superstrings, Hidden Dimensions, and the Quest for the Ultimate Theory by Brian Greene
/《宇宙的琴弦》—— 布赖恩·格林
11 月读完
一本深入浅出讲述物理上的弦理论的书。广义相对论和量子力学的**不兼容**是物理学中的世纪难题,superstring theory (超弦理论) 是目前可以**统一两者**,并可能成为**物理学“终极理论”**的理论 (M 理论)。作者先分别阐述了广义相对论和量子力学,之后尽可能易懂地描述了超弦、高维空间等。部分内容读起来还是比较难,但这已然是最好的科普级别。
17. Running on Empty: How the Democratic and Republican Parties Are Bankrupting Our Future and What Americans Can Do About It by Peter Peterson
/没有找到中文译本
12 月读完
一本 2004 年的书,作者是上面提过的 Blackstone co-founder,不留情面的描述了美国的 twin deficits (财政赤字和贸易赤字),以及美国两党 – 在选民面前,共和党抓着 tax cuts,彰显 how little they can give to government,民主党抓着 healthcare,彰显 how much they can take from government;与当下的美国对比起来极其有趣。
—
19 年再接再厉。
11. 《腾讯传1998-2016》—— 吴晓波
7 月读完
一本按时间顺序补习腾讯发展历史的书。相比于《激荡三十年》,这本书有更多的官方意味,即腾讯让吴晓波来谈谈自己。此外,由于互联网行业发展速度所致,作者了解和写作的主体也在不断变化,更难把握,能写出不过时的内容相当不易。尽管部分章节更多的是陈列一些官方 fact,但有时逻辑可以自己找,不用靠作者提供。作为书的主角,腾讯虽然时不时会受到不同角度的批评,但仅是**自身革新和进化能力**就相当值得尊敬。
12. 《乞力马扎罗山的雪》—— 欧内斯特·海明威
7 月读完
一本海明威的短篇小说集,还包括了《印第安人营地》《大双心河》《白象似的群山》等。海明威生活的年代和个人经历使他能够写出别人很难体验到的感觉。他对于**死亡和生命**认识之深,并能如此艺术地简洁表达出来,在人类历史上也是为数不多的。
13. 《论人类不平等的起源和基础》—— 卢梭
7 月读完
这是卢梭《社会契约论》之前的文章,以科学严谨的方式尝试推导社会和不平等的形成,着重阐述了最原始的人最自然的状态,以及从感知自我存在到社会不平等的过程。相当具有哲学逻辑的行文,读的时候时常需要回头看看。
14. The Alchemy of Finance by George Soros
/《金融炼金术》—— 乔治·索罗斯
9 月读完(8 月回国进度略慢)
书中强调的一个重要逻辑,**反身性 (Reflexivity)**,适用广度不止金融。索老在金融市场找到了可以严格推导证明的案例,并在部分历史时期运用得炉火纯青。相差 19 岁,他和 Dalio 对于债务危机的理解可能自成一个层次。同时,书中回顾的历史与今年的部分危机(如阿根廷)息息相关,事件是一个个的延续发展,不是孤立和机械的重复。
15. 《邓小平时代》—— 傅高义
10 月读完
这么说,如果要看中国建国后历史,我觉得这本书是**必读**。2013 年在中国大陆出版,内容相当客观有干货。教授毕竟是教授,文字中没有一丝的浮躁,仅是阅读本身就可以提高做其它事情的认真度。