主题：比尔.盖茨/沃伦.巴菲特：答商学院学生问 -- 万年看客

是个很缺乏商业道德，追求垄断的不良商人。谈不上什么改变生活模式。没有盖子，产品的质量会更好而不是其他

美国主流社会所有人都是investor，就算自己不亲自炒股，401k也得随着股市和债市涨跌。不关心自己pension由谁来管的人不能说没有，但顶多是刚工作没多久的人，绝对不是社会主流。

Farmer倒是对股市没那么重视，但商品期货市场却是他们的命根子，没人敢忽视。哪怕是硅谷码农，一旦自己做start up也会对所有的VC PE和投资人敏感得抽筋。资本主义社会并不是中国宣传的恶名，而是实实在在的事实。

跟投资真没大关系的，除了学校里的学生和tenure铁饭碗这些不知世事的人群之外，恐怕只有homeless和拿救济的黑大妈了

不过这世界上唯一能抵挡IRS的组织也就TG了，所以在中国避美国税手段很多……当然，前提是不能让中国税务局找你麻烦。

人类的工作效率，甚至改变了一些人工作方式，盖子功劳很大，也是当今互联网的基础。追求垄断是一般人企业家的追求，算不上不良吧。更何况他没有得逞。

我相信天道好还

那么多医疗队、医生

非洲人可能是文盲，但不会、至少不会全是盲人

即使是盲人，心里透亮的，也是有本账的

这有点像手机厂商对乔布斯和苹果视而不见一样，如果你在某一个圈子里混，总有一天需要面对这个圈子里的风云人物，不是对他们进行神话，而是这些人物的成就为这些行业设定了一般人难以企及的标杆，相信很多人都有在证券市场投资的经验，大家可以计算一下自己的年平均投资回报率，然后对比一下巴菲特的回报率。

对于这些所谓的慈善机构，一旦查查账，读一下账后面的脚注，很多事情就不言自明了。看数字的话，大概有几个方面：

一个就是否定老兄说的税的变化和慈善捐款的比较；第二是费用对捐款比例；第三是看费用落到谁的头上，比如说是普通工人的工资还是CEO们的旅行费用；第四是看捐款是怎么捐出去的，比如说是现金直接到收益者手里，还是买了某些公司的产品、劳务。

其实，美国有人做这些事，但并不能产生什么影响。我记得以前看过一个对所谓言论自由的说法，叫杀猪时的嚎叫，就是你老百姓有权想怎么叫就怎么叫，但这跟我要不要下刀、怎么下刀其实没关系。当然，你要说，我叫了、过了瘾就相当满足了，当我啥也没说。

加拿大09年流感疫苗竟然要花钱注册！！！

政府竟然会支持说 疫苗不成熟...... 有人会有不适反应！Come On 人命来的啊？？？？！！！！

turn out是 中国沙市只死了2-3000人在12亿人口

北美死了几万在4亿人口的比例。

这是谋杀啊！

在自己被淘汰之前淘汰别人

1.

in a dissipative system (kind of the social systems we have now), we can't and will never have the "ideal or normal" distribution of "energy"(money, knowledge, power, even "human rights like sex" etc), 两极分化严重 kind of ="new normal"

2.

now, the white's "民选, market system, free speech, human rights" etc

can the "white" system solve all the problems as we know in US, and China (and globally?)

of course not, all what the "white system" is trying to do is trying (trying again, social science is "hard", ) to:

at a society level, perform path integral or "路徑積分" ( in an analogy) etc, in terms of information collection, processing and logic/model finding(we have to constantly find new logic/model in social science to catch up with the speed of humanity progressing in whatever directions, "bad or good")

whether a reasonable "solution" can be found and accomplished by that 路徑積分 process=uncertain, very often, therefore, we have all the messes/problems in the white's "民选, market system, free speech, human rights" system, too many to point out, and TG's ideology machine has been roaring very loud: I told you, white's 西化 is not for us Chinese nation, it is not working even for whites themselves;

3.

in a way, TG is "right", now the challenge is: what us Chinese should do then?

TG: 相信党中央, 紧密的团结在以 whomever 为总书记的党中央周围, tomorrow can only be better, the day after tomorrow would be even more beautiful (meaning at least life will be more beautiful for your family's future generations, if yourself can't catch a good life with TG now(;))

so, one can argue that TGchina's 精英 is basically leveraging on Chinese people's emotions, trust & their traditional support of Chinese political elite of past 5k years. yes, TGchina's 精英 work very hard for Chinese nation, and yes, TGchina's 精英 have accomplished a lot.

and it is also true, and as everybody knows, at the end of day, after all said and done, TGchina's 精英 are among the richest people in the world as well, in terms of individual or groups.

4.

now, how about US 精英? what does US 精英 do? of course, they sometimes or very often "cheat" (or "marketing") on US "民选" popular mass/people as well, culturally, politically, just like their Chinese 精英 buddies;

still, at an increasingly higher percentage, US 精英 manages to accomplish their social advances/wealth accumulation, more and more by leveraging on information, knowledge, logic and models, which is much more positive to society as a whole.

and it is very hard if not impossible even for US 精英 to do any information related "businesses", without a solid system of "民选, market system, free speech, human rights" working to its extreme: this may be one of the fundamental "values" of the white system, and before they can figure out a new system, they keep their current social system.

and fundamentally, competition and competition derived progresses in the area of information, knowledge, logic and models etc will in general help a society to improve in 勞動生產率.

and 勞動生產率進步提高=the ultimate driver of economic and social progress.

5.

does Chinese understand this logic?

I would think that logic is already a piece of cake to many TG 精英: they are super smart, or otherwise, how can they make so much money so fast?(:)

and if they are so smart, then why not letting Chinese people follow their "absolute" political leadership? after all, TGchina's 精英 know Chinese people very well, and if TGchina's 精英 say: we are doing ok, don't bother us, you white evils. what white evils can do?

not very much they can do, so, go ahead, try to get some sweat business deals done with TGchina's 精英.

after all, money does not smell.

but blood does smell, & besides, TGchina's 精英 knows that you have to be extremely careful in leveraging on Chinese people's national emotions, personal trust & their traditional support of Chinese political elite of past 5k years: that is almost the only "real' capital/看家本钱 TGchina's 精英 has, so better not to take any chance and risk to mess up that "dear" capital.

likely because of that, fxxk the 釣魚島 東海識別區 stuff: that is a piece of BS smoke, no money there, baby(:).

how about brainwashing and GFW stuff: the more the better, 意识形态战争死不了人, and it does not cost much at all, and 人民战争 @ 5 cents a piece, cheap(:), a good deal(:), then why not?

and this is a tough world, and if your (meaning most of us) brain is full of 感性, most likely you will end up working as a piece of 乾電池, for the profit of whomever.

1.

logically, this society (everywhere) is more of dissipative system, meaning 剥削有功, kind of 1 reasons why Marxist economics has a lot of fundamental issues, and as a political economics, it naturally leverages on 道德 stuff, fitting right into the "core" of Chinese traditional social science.

kind of why Chinese like 中国特色社会主义, in general: it supposedly has both logic and 道德.

although more likely, it is too good to be true.

2.

now in a dissipative system where 剥削有功, information system is naturally non-linear, meaning: the right information, right logic, right model are not "normally" distributed as in a linear system, as an analogy;

that is why 精英 is more organized among themselves than otherwise, while the social mass is often not organized at all.

3.

compared to 比尔.盖茨, 沃伦.巴菲特 is more of social scientist, and his comments seems much more valuable, & I would think (guessing of course) that he actually could have spoken much more regarding the points as mentioned in the above, although unlikely in that kind of situation. he has to be somehow politically correct.

4.

"我的诀窍是理性":理性是別人帶出來的,自己=充滿了感性

that is kind of my understanding of his comments, really insightful;

now, in a non-linear & dissipative social system, one tries to be a winner in this 剥削有功 society(should one prepare for the worst anyway(:)? ) by his instinct, without 理性( unless he already has 理性) more likely, then more likely he is playing game with 感性: he works very hard, wants to win, only to lose even more (:), then he will become even more irrational, etc

5.

now, back to the system level: knowing all the above points and if they hold, should a system at least try to distribute information as freely and widely as possible? and a system design would also encourage full mobility of social members in general, as free as possible.

because, at system level, you don't care who 剥削 whom, who is winner or loser, what you really care is: information is distributed to as many members as possible in a society, so some smart guy picks it up, run with it, & produces value out of it, helping the society to progress and move forward.

6.

套利

obviously, in a more realistic world, information is often not distributed the way as designed by system, there are "gaps" all over the places, and here 套利 folks come over, taking advantage of those gaps, making profit into their own back accounts, without really contributing much "real" value to the society.

in addition to information, we also need logic/model as well, to process data into information, to make value out of information, etc;

and where to get that logic/model? again, at system level, you have an ideal model to benefit society (not so much of 道德經, much more of productivity), vs in reality as we know: nothing is free, & even you have the money, you have to know where to buy that the money-making "logic/model".

and obviously, at system level, you as a system designer, you want to open up as many exchange channels as possible, so the buyer of "logic/model" can find the seller fast, economical, and in a competitive way. you want to them to "date each other, have sex, produce kids for the society", of course, producing smart kids who can innovate and produce something such as IPhone, etc.

7.

so, here we are talking about the system level model, and in an academic world, this is supposed to be a system design thing for the benefit of society;

as a player (individual or group), what we care is how to "buy low and sell high", and the hell with 道德經, whatever it may be.

obviously, in china, TG kind of plays both roles, in many situation, with its 中国特色社会主义 model.

8.

as a disclaimer, I talk about TG often in terms of "comparative modeling", I don't really care about "right" or "wrong" stuff, with no intention to offend anybody, be aware(:).

obviously, there is 套利 model in china, and there is 套利 model in US. is that what we really care about?

---------

"我的诀窍是理性。我始终认为人的智力与才能就好比汽车引擎的马力，但是最终的动力输出效率是要由理性决定的。很多人一开始都具备四百马力，但是只输出了二百马力。那还不如一开始只有二百马力但是完全输出。为什么很多聪明人都喜欢跟自己过不去，以至于发挥不出应有的本领呢？这取决于习惯、性格与脾气，取决于采取理性行为，不要自己跟自己作对。在座的同学们绝对全都有能力取得与我相当乃至于远远超过我的成就，日后你们有些人会走到这一步，有些人则不会。对于没有走到这一步的同学们来说，问题并不在于这个世界与你作对，而是你与你自己作对。我有一个小建议：你们可以写下班级里你最仰慕的人的名字，再写下此人之所以令你仰慕的特质——这一回就不要自己写自己了（笑声），然后再找出全班当中你最讨厌的人，也写下此人之所以令你讨厌的特质。再然后只要一点用心练习就能使你趋向前者并且回避后者。习惯养成时悄然不觉，而养成之后则坚不可摧。我现在的习惯已经改不了了，但是你们可以从今天开始养成二十年之后足以受用的习惯。将别人的特质转变成自己的习惯。本杰明.富兰克林两百年前就是这么做的。今天你依然能通过这种做法把所有的马力都释放出来。下面该比尔发言，他说完了咱们就开始现场问答。

胡德平的现任妻子王豫颖现职中国光彩事业国际投资集团董事局主席，从事境内外融资，王豫颖是中华慈善总会选出的美女慈善大使。而胡德平目前身兼光彩事业促进会副会长，是上级单位。且身兼天诺慈善基金会理事长。天诺慈善基金会于2007年7月经国家民政部批准设立。天诺慈善基金会注册资金为人民币1亿元，业务主管单位为民政部，是国内对少数民族地区扶贫领域唯一的国家级私立基金会。光彩集团就是原来的巨型国企——南油集团。南油工业区是改革开发初期在深圳开办的跟蛇口工业区齐名的工业区，曾经拥有大半个南头半岛上近百平方公里的土地，这些土地当年基本上是无偿划拨给南油集团的，而如今这些土地的市场价格恐怕超过千亿元。

作为政企合一的央企，该集团曾经拥有名下土地的规划审批权、市政管理权、人事调配权。后来，与南油集团一街之隔的蛇口工业区搞得很好，而南油集团却搞得很糟糕，老总们倒是都发了财。再后来，通过莫名奇妙的资本运作，南油集团旗下的优质资产——大量的土地资源，先是转给了下属的一家企业，继而卖给了胡德平，并最终改名叫光彩事业。

胡德平 光彩事业 ，也就是那个时候。也就知道，乱邦的孩子真正的事业不是什么 研究红楼梦了，而是.....

如果“别人”真被消灭完了，那就是自己人杀自己人的开始。