This is a shorter post than my customary Thursday articles, but hopefully no less interesting. My last four posts articulated a “Global by Nature” framework, looking at the forces that will shape a technology-driven (instead of a trade-driven) Globalization 2.0, and where investment and other emerging opportunities will lie in that future. If you haven’t had the time or chance, I hope you take a look at this four-part series:
- Part I: Developers
- Part II: APIs
- Part III: Open Source
- Part IV: Public Companies to Watch (Agora, JFrog, MongoDB)
In a smaller way, Interconnected is also a “Global by Nature” newsletter. It is bilingual -- in English and Chinese -- with plans to expand other languages and mediums. It is built on open source tech, which I discussed in-depth in “Building a Bilingual Newsletter: 2020 Edition”, and has published many posts on the commercialization, competitiveness, and geopolitical ramifications of open source. It will evolve into a product for more cross-language, cross-border learning and investment in the future.
But how “global” is Interconnected now?
Even though it’s only been 10 months since the first post was published on February 23 (on the coronavirus’s impact on remote work and remote consumption), the newsletter has grown well, so there’s enough stats accumulated to try to answer this question.
In the spirit of openness, let’s peel back the curtain.
Where and Who: Two Visuals
I built two visuals based on the site’s Google Analytics and subscribers list to understand from where and who are the people reading Interconnected.
Here’s a geographical breakdown of the readership and top-10 locations:
The United States is the largest source of traffic at ~45%, while China is second at ~10%. Personally, I would like to see the proportion of readers from China be higher in the future. Of course, the US is a multilingual, immigrant country, so people could be reading either the English or Chinese version, or both. I’m pleasantly surprised by the traffic coming from small, multilingual locations, like Singapore and Hong Kong. I would also like to personally meet my seven readers from Algeria one day!
Here’s a pie chart of the subscribers breakdown by four broad industries:
“Academia” includes universities, think tanks, and other educational non-profits. “Investors” includes both private market investors (VCs, PEs) and public market investors (stock, bond). “Founders and operators” are people who work in all sizes of companies, from tiny startups to Fortune 100 behemoths. This category being the largest seems appropriate, because I was an entrepreneur and operator, thus tend to write from that lens -- more plain-language practical insights, less super high-level theorizing. The sizable “Journalists” category probably explains why Interconnected has received some great press mentions, like in the New York Times and Al Jazeera.
So far, the average open rate of posts delivered to subscribers’ inboxes is about 45%.
Developing Openly
Being only alive for 10 months, Interconnected is literally a toddler. And its birth just so happens to have occurred in one of the most consequential years in human history, with many implications still unknown. (Writing this newsletter was not a COVID-induced project.) Thus, it’s too early to draw any big conclusion or formulate a strategic direction from this data.
However, I’m a big believer in developing openly. Being open every step of the way, not just when it’s convenient, is how I can keep myself accountable, build the newsletter product in the right way (using open source tech wherever possible), and establish trust and accountability with my readers. (You!)
Back in May, I wrote a post called “Why Write A Bilingual English-Chinese Newsletter”, where I shared my underlying motivation:
We live in an unfortunate reality where the US and China, the two most powerful nations in the world, trust each other less and less. That erosion of trust is already causing damage to technological innovation, business operations, and the most consequential bilateral relationship of this century. This damage is also spilling over to other parts of the world.
In my mind, the root cause of this problem lies in the lack of information accountability. It’s generally true that most people will arrive at similar conclusions if given similar information. However, this adage overlooks a crucial element: the accountability of the source of information. During a time when trust in institutions overall is low, information accountability is further obfuscated when most information is attached to a faceless organization -- media, think tanks, universities, government agencies.
Even though we have a new American president now, I don't think this “erosion of trust” will be replenished anytime soon. I hope Interconnected can serve as a small example of “information accountability”. In this space, there’s no one to trust but me, and there’s no one to blame but me.
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开源、开放数据、开放开发
这篇文章要比我平常每周四出版的文章要短,但希望同样有价值,有意思。我的前四篇文章阐述了一个 "生来全球化" 的框架,探讨了以科技驱动(而非贸易驱动)的“全球化2.0”的各种力量,以及这个未来里的投资和其他新兴机会将在何处。如果您还没有时间或机会的话,希望能读读这个系列:
- 第一篇:开发者
- 第二篇:APIs
- 第三篇:开源
- 第四篇:值得关注的上市公司(声网,JFrog,MongoDB)
做为一个小的缩影,《互联》也是一份 "生来全球化" 的电子刊物。它目前是中英文双语,并有计划扩展到其他语言和媒介。它是搭建在开源技术上的,我在《打造双语通讯: 2020年版》一文中有详细介绍,并已经发表了许多关于开源商业化、竞争力和地缘政治影响的文章。未来它将演变成一个有更多跨语言、跨国界的知识交流和投资产品。
但《互联》现在有多 "全球化"呢?
尽管从2月23日发表第一篇文章(关于疫情对远程工作和远程消费的影响)到现在才10个月,但发展得很好,因此也积累了一些数据可以来尝试回答这个问题。
本着开放的精神,让我们来扒开帷幕吧。
从哪里来,做什么的:两张图
我根据网站的Google Analytics和订阅者列表做了两张图,以了解《互联》的读者来自何处,都是做什么的。
以下是读者来源的地域划分和前十名地点:
美国是最大的流量来源,约45%,而中国是第二位,约10%。我个人希望来自中国的读者比例今后能够更高些。当然,美国是一个多语言的移民国家,所以读者可能会读英文版,中文版,甚至两者同时读。我对来自新加坡和香港等多语种小地方的流量略感到惊喜。我也希望有一天能亲自见见我的7位来自阿尔及利亚的读者!
以下是一张按四大行业类别划分订阅者的饼图:
"学术界" (Academia)包括大学、智囊团和其他非营利教育机构。"投资者" (Investor是)包括私有市场投资者(VC、PE)和公开市场投资者(股票,债卷)。"创始人和运营者" (Founders/Operators)是指在各种规模的公司工作的人,从微小的创业公司到财富100强的巨头们。这一类人最多似乎很合理,因为我自己也创过业做过运营,因此写文章时倾向于从这个角度分析事情 -- 更多白话的实际见解,而不是纯理论的高谈阔论。还蛮可观的 "记者" (Journalists)读者群也许能解释为什么《互联》已经在一些大媒体的报道中被引用,比如《纽约时报》和 Al Jazeera。
到目前为止,直接发到订阅者收件箱里的文章平均打开率约为45%。
开放的开发
《互联》十个月前才刚出生,还是一个蹒跚学步的小孩子。而它诞生的时刻恰好发生在对人类历史影响最大的一年中,许多影响仍是未知数。(写这篇电子周刊并不是因为疫情而引发的一个项目。) 因此,从这些数据中得出任何重大结论或制定战略方向还为时过早。
不过,我执着地相信开放开发的价值。开发建造的每一步都是开放的,而不仅仅是在方便开放的时候。这种开放使我可以迫使自己更负责,以正确的方式(即尽可能使用开源技术)构建博客和产品,并与读者建立信任和责任感。(就是您!)
早在5月份的时候,我写了一篇文章叫《为什么写中英双语博客》。在文章中,我分享了写《互联》对我最深层的意义:
目前一个很不幸的现实是世界上最强大的两个国家,美国和中国,之间的信任越来越少。这种信任的缺乏已经对技术创新、商业运营以及本世纪最重要的双边关系造成了损害。这种损害也已蔓延到了世界上的其他地区。
在我看来,这个问题的根本原因在于缺乏“信息问责”。一般来说,大多数人如果得到相似的信息,也应该会得出相似的结论。然而,这种观点忽略了一个关键因素:信息来源的问责。在一个对机构组织整体信任度较低的大时代里,相当多的信息来源仍是各种各样的机构组织,如媒体、智库、高校、政府单位,这让信息问责变得更加困难。
尽管一位新的美国总统即将上台,但我认为这种 "信任的缺乏" 不会很快得到补充。我希望《互联》能成为建立 "信息问责" 的一个小案例。在这个空间里,除了我,没有其他人可以信任,也没有其他人可以责怪。
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