Facebook is deliberately not taking a lot of the kind of normal brand advertising that a lot of Web sites will take. So you go to a company like Yahoo, which is another fantastic business, and they have got these, you know, banner ads and brand ads all over the place. Facebook has made a strategic decision to not take a lot of that business in favor of building its own sort of more organic business model, and it’s still in the process of doing that.(Facebook, YouTube, Twitter等目前被批為沒獨到獲利模式的熱門網站，其實只要心一橫，讓廣告無孔不入，就能賺到輕鬆錢。)
MARC ANDREESSEN: Twenty million people lined up in 1998 and decided they wanted to start using Napster to listen to music. If there had been a “buy the CD” button there or “buy the digital track,” it would been a gigantic new source of revenue for the music industry, and the music industry would be far healthier today. And so when you get huge numbers of people lining up to do something, in my view, you figure out how to take advantage of that. (音樂產業是一個創造潮流的產業，但只要扯上和business model有關的議題，就一點也跟不上潮流，甚至逆勢而為。全因為 音樂產業 / 唱片公司內部正由一群官僚當權。)
CHARLIE ROSE: How many networks do I want to belong to? There’s LinkedIn, there’s Facebook, there’s on and on and on and on. MARC ANDREESSEN: I would say how many things do you care about in your life? CHARLIE ROSE: Oh, man. MARC ANDREESSEN: How many things are you into, right? CHARLIE ROSE: I don’t want to belong to that many social networks (因為我們無法同時關注太多獨立的社群網絡，Social networking site發展到最後不是被一兩家壟斷 (telecom model)，就是發展出百家爭鳴，但可輕易互通資料的龐大結構(Internet model)。)
So the big thing is, is mobile has arrived. And so you know, you have these technology trends that people talk about and talk about and talk about and talk about, and they never quite happen, and then all of a sudden, they happen, and they are a big deal. The Internet was like that. The Internet took off in ‘94, ‘95. The Internet has been getting built for 25 years up to that point, but it took off in ‘95. (中國人說，一件事情要有天時、地利、人和才能大成功；一種新科技也是如此。西元兩千年mobile網路應用被炒過一波，但那時頻寬與硬體技術都不夠稱頭，這次呢？關鍵性的硬體出現了沒？關鍵性的收費制度出現了沒？關鍵性的應用模式出現了沒？)
And then the other significant thing is, now that the iPhone is successful, it paves the way, much like the Macintosh paved the wave for Windows PCs, it paves the way for another set of companies, whether it’s Microsoft or RIM or, you know, dozens of others, or start-ups, to create new devices. ( XD 我也不知道說什麼好。)
That thing, I mean, the Kindle does books and magazines and newspapers, but that form factor and that shape of a device and that weight in a couple of years is going to be doing video, it’s going to be doing music, it’s going to be doing video conferencing. It’s going to be doing telephony. It’s going to be doing Web browsing. It’s going to be doing everything, right? And so that’s the next — one of the fascinating things is that’s the next screen size and the next killer device, I think, is what’s going to happen. (之前才聽說ASUS要暫時把注意力移開7吋小筆電，把未來一兩年重心放在10到12吋的螢幕機型。但Marc Andreessen 卻認為像Kindle那樣「穠纖合度」的「7吋薄片」，將有機會成為下一波行動裝置主流。我想他說的有可能會實現，但除非是這些平台跳過既有的作業系統 (?!) - 跳過這些操作介面、運算架構都是基於大螢幕，基於「個人電腦」設計的作業系統。站在未來數位裝置將朝specialized發展的立場來看，如果廠商口袋夠深，能重新開發出針對重要「應用情境最佳化」的作業系統，則螢幕不管大小，都能解決消費者嫌速慢，字太小、鍵盤太擠的怨念。)
And I actually think what we need — and I think the Valley can play a role in this — I think there should be a new wave of financial institutions that should be created from scratch today. And they should take the role. And so instead of trying to figure out how to unwind some big bank that’s under water and hundreds of billions of dollars insolvent, let’s create a whole bunch of new ones. And by the way, let’s have them all be new and online. So, instead of having all this physical infrastructure and all these old systems and all these ATMs and all this stuff, let’s do it purely online, purely Internet banks, purely virtual, much lower cost structure. (是時候該有個同時懂金融體系和網路產業的人出來開天闢地了。Mint、Prosper、Zopa 只是consumer金融市場的一個起點。)
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