中国的互联网从某种意义来说是全球互联网的一个拷贝。因为新浪有着雅虎的影子,腾讯有着ICQ的痕迹,百度是Google的模仿秀,易趣和淘宝是Ebay的翻版。但凡中国成功的互联网企业大多都能轻易找到原型。中国超过美国成为全球最大的互联网市场应该也只是时间问题,但中国如果要引领互联网或许套用某一著名的笑话,上帝也会哭着说:可能我也看不到了。

     国内的创新不足,我们经常归咎于中国的教育体制。应试教育或许应该打上二十大板,但全部迁怒于教育体制或许有失公允。创新来自于人的本性,正因为如此我们才与猩猩有了本质的区别,这个本性也不是几年的教育所能抹杀的。其实我们往往忽视了国内创新的成本问题。我大学学的工业设计,设计两个字其实跟创新在某种意思上是同义词。一款工业产品从设计到磨具制作,再到规模化的生产需要投入大量的资金,但这也是成本的零头,一款新产品是否被市场接受的风险却是创新的最大成本。因为再好的设计没人来买单的话,巨额的设计产生的费用得不到足够的分摊,那么产品无法做到足够便宜,不够便宜又会降低产品的销量,如此恶性循环。或许这也是艺术品与工业产品最大的区别,所以中国不缺艺术品,但缺设计和创新。所以拿来主义或者Copy to China成了降低成本最好的方法,因为产品是否受欢迎已经有他国的市场做了免费的证明。或许在互联网行业也是同理。但创新就像是风险投资,风险与收益在某些时候成正比。连乔布斯都不看好的Kindle的成功,带给亚马逊的不仅仅是书籍销售量的增加,而在于产业链的控制,亚马逊从书籍销售商变成了书籍发行商。脱离了电脑主业的苹果,iPod以及iPhone的成功使得苹果公司成了电子消费品公司的典范。Google在创新的投入,也使得其拥有了叫板软件巨人微软的筹码。

     当然创新的成本并不是一成不变的。当某一公司的一贯的创新行为被得以认同,或者成了公司的核心气质以后,其创新的成本或者说创新的风险可以下降到足够低的程度。iPod,iPhone的成功使得苹果贴上了这样的标签。预计本月推出的平板电脑好似07年上市iPhone那样万众瞩目。平板电脑不比手机,因为已经有多款并不成功的产品面世,甚至最早可以追溯到Frog Design在1983年为苹果设计的平板电脑工程机。但现在我们丝毫不会担心iSalte这个苹果可能给自己平板电脑起的名字将来的流行程度,我们也丝毫不会担心他会成为苹果的第二个Newton(苹果在1993年出的PDA,由于某种原因在PDA市场最后输给了Palm)。因为我们期待看到一个颠覆传统平板电脑,或者颠覆传统笔记本电脑的这一新产品的面世,更因为苹果公司的创新能力一直能够很好的满足我们的这一期待。

     国内的公司鲜有苹果公司这样创新的积累,创新的成本无法规避。而在国内,尤其在互联网领域,除了互联网既得利益者:新浪、百度、腾讯等公司拥有创新的资本以外,其他的企业在面对创新的风险却如扁舟与大鱼的搏杀。这些搏杀之中,多数结局未必有老人与海的故事结局那么幸运,小船颠覆或许是常见的事故。而这些既得利益者鲜有创新之外,习惯收割了国外的创新成就的巨鳄们,更习惯收割着国内其他企业的创新成果。在国内创新的成本已是相当的巨大,但还需面对反复无常的气候条件,这或许是国外创业者所无须面对的。Made in China或许值得我们骄傲,因为n年前我们购买的东西很多名字前面都有“洋”字。洋枪洋炮、洋酒、甚至煤油灯都叫洋油灯,这些词汇对于生于60,70年代人或者更早年代的人都不陌生,洋字意味着舶来品,也可见中国的制造业在以前的年代是如此没落。今天的中国的成就引起的反差或许真值得骄傲。但Design in China离我们还如此之远。中国的创新的环境应该得到创造和保护,而不是时不时的风暴引起的滔天巨浪。只有这样多年以后我们才有自己的Google(就创新这一层面百度不算),才有自己的苹果。不然我们只能继续学着别人,吃着别人剩下的残羹冷炙却当成是美味。


18条评论

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