为什么竞争一文不值?颠覆你对投资和人生的全部认知

脑总MrBrain November 3, 2025
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今天我们书接上回,继续聊商业模式。上一期视频有个观众评论说,“西方市场已经成熟,形成了垄断,中国还在自由竞争阶段,再过N年看看”。我觉得非常值得为这条评论做一期影片,来探讨一下这种话语背后的思维。 这段话,背后是中文互联网上一种非常流行的观念。这种观念可以总结为:吃得苦中苦,方为人上人。比如谈到经济问题,经常就有人说:我们今天加班是因为产业链位置低,西方国家占据了高端产业,随着我们产业不断升级产业,打破他们对高端产业的垄断,甚至成为发达国家粉碎机,最终我们也能过上同样的好日子。 但今天,我就要用事实告诉你:这种“先竞争,后垄断,再享受”的线性思维,从头到尾都错了。这种思维在商业中,是十足的“价值毁灭者”;在人生中,则是“平庸的陷阱”。 时间轴: 00:00 介绍 01:00 第一幕:时间倒置的因果谬误 04:13 第二幕:宏观叙事的致命缺陷 10:33 第三幕:彼得•蒂尔的“反竞争”哲学 14:58 第四幕:晨星的“经济护城河”框架 25:40 第五幕: 人生的商业模式

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