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Ignoring the midterm hysteria, we continue our obsession with SoftBank today by looking at the group’s IPO of its telecom unit. But first, some thoughts about Form Ds.
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商业模式单一，就是软件还没有定义硬件，没有进入摩尔定律迭代的状态。大家都在卷几个部件，整个行业能容纳的公司就非常少，也都挣不到钱。不能所有人都去研究底座，必须得有人构建商业模型。
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