[{"data":1,"prerenderedAt":384},["ShallowReactive",2],{"dao-pingtai":3},{"id":4,"title":5,"body":6,"category":371,"description":372,"extension":373,"meta":374,"navigation":375,"order":376,"path":377,"seo":378,"seoDescription":379,"seoTitle":380,"slug":381,"stem":382,"__hash__":383},"dao\u002Fdao\u002Fpingtai.md","平台",{"type":7,"value":8,"toc":341},"minimark",[9,12,16,34,52,64,67,75,81,91,95,106,110,123,128,132,140,143,149,161,174,183,192,199,211,214,219,222,226,229,233,239,247,250,254,268,272,281,285,297,300,310,318,324,334],[10,11,5],"h1",{"id":5},[13,14,15],"h2",{"id":15},"定义与起源",[17,18,19,20,24,25,30,31,33],"p",{},"段永平使用\"平台\"概念主要集中在分析",[21,22,23],"strong",{},"苹果","公司的",[26,27,29],"a",{"href":28},"\u002Fdao\u002Fshangyemoshi","商业模式","时。最早出现在2011年他写的\"买入",[21,32,23],{},"思考\"中：",[35,36,37],"blockquote",{},[17,38,39,40,42,43,46,47,51],{},"\"",[21,41,23],{},"的平台建立起来了，或者说",[21,44,45],{},"生意模式","或者说",[26,48,50],{"href":49},"\u002Fdao\u002Fhuchenghe","护城河","已经形成了（光软件一年都几十亿的收入了）。\"（2011年）",[17,53,54,55,57,58,60,61,63],{},"这里的\"平台\"指的是",[21,56,23],{},"通过iOS系统、App Store、iTunes等构建的软硬件一体化生态，是",[21,59,45],{},"和",[26,62,50],{"href":49},"的具体表现形式。",[13,65,66],{"id":66},"核心要义",[68,69,71,72,74],"h3",{"id":70},"_1-平台是苹果最核心的竞争力","1. 平台是",[21,73,23],{},"最核心的竞争力",[17,76,77,78,80],{},"段永平多次强调",[21,79,23],{},"的平台才是最厉害的地方：",[35,82,83],{},[17,84,39,85,87,88,90],{},[21,86,23],{},"最厉害的是现在这个平台以及",[21,89,45],{},"，以我的水平我看不出谁能打破他。\"（2012-01-29）",[68,92,94],{"id":93},"_2-平台一旦建成创始人的影响就减小了","2. 平台一旦建成，创始人的影响就减小了",[35,96,97],{},[17,98,99,100,102,103,105],{},"\"长期而言，没有jobs的",[21,101,23],{},"可能会慢慢变成和别的同行一样的公司。但",[21,104,23],{},"的平台已经搭好，就像当年三大战役已经打完一样，jobs在不在影响都不大了。\"（2011-02-18）",[68,107,109],{"id":108},"_3-智能手机是互联网入口平台","3. 智能手机是互联网入口平台",[17,111,112,113,60,116,119,120,122],{},"谈到",[21,114,115],{},"OPPO",[21,117,118],{},"vivo","的",[21,121,45],{},"变化时：",[35,124,125],{},[17,126,127],{},"\"现在是互联网入口，是个平台。\"（2019-08-01）——说明手机从单纯的硬件产品演变成了平台型的商业模式。",[68,129,131],{"id":130},"_4-统一平台vs碎片化","4. 统一平台vs碎片化",[17,133,134,136,137,139],{},[21,135,23],{},"平台的强大在于统一性。网友曾评论\"",[21,138,23],{},"的强大在于有一个统一的平台，这是android所没有的\"，段永平认为安卓阵营的碎片化正是其弱点所在。",[13,141,142],{"id":142},"实战案例",[68,144,146,148],{"id":145},"苹果ios平台的建立",[21,147,23],{},"iOS平台的建立",[17,150,151,152,154,155,157,158,160],{},"段永平将",[21,153,23],{},"平台的建立视为投资",[21,156,23],{},"的核心理由之一。他列举了",[21,159,23],{},"平台的多个维度：",[162,163,164,168,171],"ul",{},[165,166,167],"li",{},"App Store软件收入（光软件一年就几十亿收入）",[165,169,170],{},"电脑、手机、平板的共享平台",[165,172,173],{},"用户数据和隐私安全性（美国500强里95%开始用iPhone和iPad系统）",[68,175,177,180,181],{"id":176},"谷歌安卓平台vs苹果",[21,178,179],{},"谷歌","安卓平台vs",[21,182,23],{},[17,184,185,186,188,189,191],{},"段永平认为安卓平台虽然设备数量多，但用户价值不如",[21,187,23],{},"平台。他注意到一个有趣的现象：",[21,190,179],{},"发布Chrome浏览器移动版时，竟然率先在iOS平台上发布而非安卓——\"难道GOOGLE的人也知道哪个平台的用户价值更大。\"",[68,193,195,198],{"id":194},"拼多多作为电商平台",[21,196,197],{},"拼多多","作为电商平台",[17,200,201,202,204,205,207,208,210],{},"段永平投资",[21,203,197],{},"也是看到了平台商业模式的潜力。虽然他没有用\"平台\"来描述",[21,206,197],{},"，但",[21,209,197],{},"连接农产品供应商和消费者的模式本质上是平台思维。",[68,212,213],{"id":213},"京东等电商平台的局限",[35,215,216],{},[17,217,218],{},"\"不赚钱的生意多少营业额都是没用的。\"（2010-09-16）——段永平在评价京东开放平台策略时指出，平台规模不等于盈利能力。",[13,220,221],{"id":221},"常见误解",[68,223,225],{"id":224},"误解一平台就是做大规模","误解一：平台就是做大规模",[17,227,228],{},"段永平对那种盲目追求规模的\"生态化反\"策略持批评态度。他提到做\"生态化反\"的企业连急功近利都算不上，暗示盲目扩张的平台战略往往以失败告终。",[68,230,232],{"id":231},"误解二有了平台就万无一失","误解二：有了平台就万无一失",[17,234,235,236,238],{},"尽管",[21,237,23],{},"的平台极为强大，段永平依然保持清醒：",[35,240,241],{},[17,242,243,244,246],{},"\"也许，能打败",[21,245,23],{},"的人快出生了，也许正在某个地方徘徊，但怎么看都不是现在大家知道的这些。\"（2012-01-29）",[13,248,249],{"id":249},"思想演变",[68,251,253],{"id":252},"_2011年发现平台的价值","2011年：发现平台的价值",[17,255,256,257,259,260,262,263,60,265,267],{},"段永平在投资",[21,258,23],{},"时首次系统认识到平台的商业价值，认为",[21,261,23],{},"的平台是其",[26,264,50],{"href":49},[21,266,45],{},"的核心。",[68,269,271],{"id":270},"_2012-2018年平台思维的深化","2012-2018年：平台思维的深化",[17,273,274,275,277,278,280],{},"随着对",[21,276,23],{},"持续的观察和投资，段永平对平台商业模式的理解不断加深，认为这是",[21,279,23],{},"之所以成为伟大公司的关键因素之一。",[68,282,284],{"id":283},"_2019年以后平台概念的扩展","2019年以后：平台概念的扩展",[17,286,287,288,290,291,293,294,296],{},"段永平开始将平台思维应用到对",[21,289,115],{},"、",[21,292,118],{},"等公司的理解上，认为智能手机已经从硬件产品变成了互联网入口平台，",[26,295,29],{"href":28},"也因此发生了本质改变。",[13,298,299],{"id":299},"原话引用",[35,301,302],{},[17,303,39,304,42,306,46,308,51],{},[21,305,23],{},[21,307,45],{},[26,309,50],{"href":49},[35,311,312],{},[17,313,39,314,87,316,90],{},[21,315,23],{},[21,317,45],{},[35,319,320],{},[17,321,39,322,105],{},[21,323,23],{},[35,325,326],{},[17,327,328,329,290,331,333],{},"\"现在是互联网入口，是个平台。\"（2019-08-01，谈",[21,330,115],{},[21,332,118],{},"的生意模式变化）",[35,335,336],{},[17,337,243,338,340],{},[21,339,23],{},"的人快出生了，也许正在某个地方徘徊，但怎么看都不是现在大家知道的这些，这是个大家可以看很多年的故事。\"（2012-01-29）",{"title":342,"searchDepth":343,"depth":343,"links":344},"",2,[345,346,354,361,365,370],{"id":15,"depth":343,"text":15},{"id":66,"depth":343,"text":66,"children":347},[348,351,352,353],{"id":70,"depth":349,"text":350},3,"1. 平台是苹果最核心的竞争力",{"id":93,"depth":349,"text":94},{"id":108,"depth":349,"text":109},{"id":130,"depth":349,"text":131},{"id":142,"depth":343,"text":142,"children":355},[356,358,359,360],{"id":145,"depth":349,"text":357},"苹果iOS平台的建立",{"id":176,"depth":349,"text":176},{"id":194,"depth":349,"text":194},{"id":213,"depth":349,"text":213},{"id":221,"depth":343,"text":221,"children":362},[363,364],{"id":224,"depth":349,"text":225},{"id":231,"depth":349,"text":232},{"id":249,"depth":343,"text":249,"children":366},[367,368,369],{"id":252,"depth":349,"text":253},{"id":270,"depth":349,"text":271},{"id":283,"depth":349,"text":284},{"id":299,"depth":343,"text":299},"企业经营","段永平使用\"平台\"概念主要集中在分析苹果公司的商业模式时。最早出现在2011年他写的\"买入苹果思考\"中：","md",{},true,25,"\u002Fdao\u002Fpingtai",{"title":5,"description":372},"段永平谈平台：段永平使用\"平台\"概念主要集中在分析苹果公司的商业模式时。最早出现在2011年他写的\"买入苹果思考\"中：","平台｜大道总纲","pingtai","dao\u002Fpingtai","4gXZ0At0GgBmPwFa2qdApAxPLwP4Gu0eDNePeWuHrTc",1777884960170]