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脸书占领了应用市场

Facebook Dominates Apps

失败者:应用程序人们大半的数字生活耗费在使用应用软件上
A loser: apps. People spent half their digital lives using apps
但除非你是拥有4/5最受人们欢迎的应用软件的Facebook公司
but unless you’re Facebook Inc. which owns 4/5 most popular apps
否则你没有从中受益那四种应用软件在五月份占了苹果和安卓所有应用下载总量的60%
you’re not benefiting. Those 4 apps accounted for 60% of all Apple and Android downloads in May.
同时 美国下载量前十五的应用软件与去年同期相比下降了21%
Meanwhile, U.S. downloads in the top 15 apps fell 21% YoY
但有两个应用打破了这个趋势:snapchat 和 uber
The two apps bucking this trend: Snapchat and Uber.
就好像facebook在网上一直都是20% 然后如果它到达51
Just as 20% of all time on the internet is Facebook and if it gets to 51
facebook就成为了互联网 互联网就只是科技的基础
then Facebook is the internet and the internet is just the underlying technology.
这不叫应用程序 他们是facebook社区
There aren’t really apps. There are Facebook utilities
一个只是为了寻些乐趣让Snapchat和Uber同时也有好日子的公共事业
who just for fun let Snapchat and Uber have some good times as well.
一个赢家:Alphabet 我们的预期是在搜索巨头中获得下一个亿万美元的生意
A winner: Alphabet. Our prediction for the next billion-dollar business within the search giant?
不是自动行驶的汽车而是谷歌地图
Not self driving cars, but Google Maps.
将近1/3的手机搜索功能会联系到所处位置
Nearly 1/3 of mobile searches are related to location
这创造了一个巨大的增量收入的机会 估计到2017年会有150亿美元
creating a huge incremental revenue opportunity, estimated to be $1.5B by 2017.
通过让当地的企业赞助别针
By letting local businesses buy sponsored pins
谷歌地图可以很轻松地从其每月几十亿的用户中赚钱
Google Maps could easily monetize its billion monthly users.
与设置信号灯的复杂性相比 你可以看到一个明确的赢家
Compared to the complexity of setting up beacons you see a clear winner.
我们上一年对信号灯会成为失败者的预期成真了
Our prediction last year that beacons would be a loser is coming true.
15%的在美国的信号灯被苹果所拥有
15% of all beacons in the U.S. are owned by Apple
但这些不是在他们的商店里使用的
which is not using them in their stores.
在L2这里我们喜欢将目标放在新兴市场泡沫中 这是最大的泡沫吗?
Here at L2 we like to throw darts at emerging bubbles. The biggest?
虚拟现实技术产生的泡沫几乎比赛格威电动自行车还要大 大家要小心一点
Virtual reality. Almost bigger than the Segway. Watch out!
遍布欧洲和美国的风险投资家都准备放弃对虚拟现实技术的投资
Venture capitalist across Europe and the U.S. are going to get wrecked investing in virtual reality.
然而我们看好一种技术:语音对话
However a technology we’re bullish on: voice based interfaces
它在安卓智能手机的研究上占1/5
accounting for a fifth of searches on android smartphones.
最大的赢家:亚马逊 它在2016第一季度卖出了超过一百万台回声家助理
The big winner here: Amazon, which sold over a million units of its Echo home assistant in Q1 of 2016
回声系统自从2014年发布以后在亚马逊顾客中得到了累计超过20000五星评定
Since its release in 2014 Echo has accumulated more than 20,000 five star reviews on guests, Amazon.
不像苹果开发人员最近才开放siri
Unlike Apple which only recently opened up Siri to developers
亚马逊一直都在提供技术
Amazon has been consistently providing tools
去帮助开发者和制造商们制作产品再集合到平台上
to help developers and manufacturers build products that integrate into the platform.
这是个了不起的技术
This is an amazing technology.
所以 回到七天前的戛纳创意节 在我看来
So just back from 7 days at the Cannes Creativity Festival, which In my view
这个节日更适合命名为最少广告日
would be more aptly named What Advertising Sucks Least Festival
偶尔听到一些对话 让我来给你做个概括
Overheard some conversations that I’ll summarize for you.
在facebook和google和每个人之间的对话是
The conversation between Facebook and Google and everybody else’s is
你擅长做你所做的事同时我们想与你合作
you’re so good at what you do we want to partner with you.
即使你很贱但今晚请来我们的沙滩派对
i.e. you are fucked but come to our beach party tonight.
在莫里斯利维 马丁索尔维 这个行业的巨头和各个广告科技行业的CEO之间的对话
The conversations between Maurice Levy, Martin Sorrell, the lions of this industry, and every ad tech CEO
我在所丢弃的东西中有很多不错的男人
‘I got pieces of better men in my crap.’
事情将要变得有趣了
This is about to get interesting.
3500间数字媒体公司全都在争10美分数字的增长
3500 digital media firms all fighting over the ten cents on the dollar of digital growth.
那里就是为他们创造的没有生态系统
There just is no ecosystem for them.
我同时注意到了我在向每五个人中的一个陈述五条建议时
I also noticed that every one of the 5 presentations I gave
讲到一半我都会想去尿尿
that halfway through I would have to pee
我希望要是我前列腺旁边有个关的按钮就好了
I wish there was an off switch next to my prostate
或者说这是开的按钮吗
Or is that the on switch?
耶宝贝!
Yeah baby!
我说太多了吗 Katherine?太多了吗?
Too much Katherine? is that too much?
如此看来…有点太多了是吗?我们与你两周后见
We’ll see…It’s a little much, right? We’ll see you in two weeks.
开心的第四天
Happy 4th!

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