踏遍人间山河,启程去寻变量。这里是播客节目「人间变量」。
人间变量希望能够和各行各业的普通人们深度对话,我们不是大V,但我们的声音也值得被听到。过去,我们是沉默的大多数,但在互联网时代,我们都有可能成为一个时代发展的变量。

踏遍人间山河,启程去寻变量。这里是播客节目「人间变量」。 人间变量希望能够和各行各业的普通人们深度对话,我们不是大V,但我们的声音也值得被听到。过去,我们是沉默的大多数,但在互联网时代,我们都有可能成为一个时代发展的变量。
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Publishing Since
2/11/2021
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May 12, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>看似是京东发狠斗美团,其实是美团早早偷了京东的家。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>京东和美团这场仗,外卖只是一个摆在台前的焦点,实质上,双方决战的战场,是一块叫做“即时零售”的大蛋糕。所以京东并没有把新业务叫做“京东外卖”,而是叫“京东秒送”,事实上,在这个频道里,除了外卖,也能买菜买药买日用品。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>而且最关键的是,双方在过去2年,都已经闷声发大财的尝到了即时零售的甜头。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>提要:</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>1. </span> <span>京东美团之战,其实是即时零售之战</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>2. </span> <span>京东用外卖作为利剑,本质上是以攻为守。</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>3. </span> <span>即时零售是双方共识,京东假借外卖战场,进行补课。</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>4. </span> <span>同样都是卖货,为什么即时零售的利润率更高?</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>-�️ 本期主播</b></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期是 亨亨 的独播。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>亨亨,登上《时尚芭莎》的中国产品经理,也是一名创业者,通过非常强的结构化能力和终局思维,致力于中国深度商业方法研究。</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><img data-key="0" src="http://imagev2.xmcdn.com/storages/4981-audiofreehighqps/42/6A/GAqhp50L95GRACIPfAOtJv10.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/4981-audiofreehighqps/42/6A/GAqhp50L95GRACIPfAOtJv10.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/4981-audiofreehighqps/42/6A/GAqhp50L95GRACIPfAOtJv10.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="224.08536585365852" data-preview="http://imagev2.xmcdn.com/storages/4981-audiofreehighqps/42/6A/GAqhp50L95GRACIPfAOtJv10.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="41.829268292682926"><br></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>-� </b></span><span><b>文稿</b></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期文稿:</span><span>https://mp.weixin.qq.com/s/OvpMC9C9f0kuTd72yYLKRA</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>- 关于「人间变量」</b></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>「人间变量」是商业经营文字专栏「产品变量」的播客姊妹篇。这是一档经营类播客,从创业者和产品经理的双重视角,剖析人生的无限解法。打开思路,我们终将成为改变潮水方向的变量。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>「人间变量」播客在 小宇宙App、Apple播客、喜马拉雅平台、微信视频号-音频 同步播出,部分文字稿会发布在 #公众号:产品变量 。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>微信公众号:产品变量</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>个人微信:xiaozidaheng</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>-️欢迎关注,你的关注是我们最大的支持。</span></p><span><br></span><br>

May 8, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>行业里很久没有这么热闹的并购了,行业第一的分众传媒以83亿元估值,用股票对价+少量现金的方式,全资收购行业第二新潮传媒,引发了行业广泛的讨论。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>我最近看到的博主,大多是从股票和市场角度的分析,少有从战略和经营层面展开。我最近正好在第3次深度学习美团王慧文的《清华产品课》,正好讲到了“对数曲线”型业务的战略判断,非常适配分众和新潮所在的电梯广告行业。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>所以,我们就从市场集中度、规模效应等几个角度,来分析此次分众与新潮的并购,以及推演一下,梯媒行业的终局形态。</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>-�️ 本期主播</b></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期是 亨亨 的独播。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>亨亨,登上《时尚芭莎》的中国产品经理,也是一名创业者,通过非常强的结构化能力和终局思维,致力于中国深度商业方法研究。</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><img data-key="0" src="http://imagev2.xmcdn.com/storages/7634-audiofreehighqps/B4/A3/GAqhqKwL8jAOACIPfAOpfmSM.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/7634-audiofreehighqps/B4/A3/GAqhqKwL8jAOACIPfAOpfmSM.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/7634-audiofreehighqps/B4/A3/GAqhqKwL8jAOACIPfAOpfmSM.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="224.08536585365852" data-preview="http://imagev2.xmcdn.com/storages/7634-audiofreehighqps/B4/A3/GAqhqKwL8jAOACIPfAOpfmSM.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="41.829268292682926"><br></span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>-� </b></span><span><b>文稿</b></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期文稿:</span><span>https://mp.weixin.qq.com/s/t0sJiThXiHjf8ONPofMBJQ</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>- 关于「人间变量」</b></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>「人间变量」是商业经营文字专栏「产品变量」的播客姊妹篇。这是一档经营类播客,从创业者和产品经理的双重视角,剖析人生的无限解法。打开思路,我们终将成为改变潮水方向的变量。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>「人间变量」播客在 小宇宙App、Apple播客、喜马拉雅平台、微信视频号-音频 同步播出,部分文字稿会发布在 #公众号:产品变量 。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>微信公众号:产品变量</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>个人微信:xiaozidaheng</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>-️欢迎关注,你的关注是我们最大的支持。</span></p><span><br></span><br>

April 30, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>在中国,晚点 LatePost 是一家非常不一样的媒体,如果说它是一家科技新闻媒体,你会发现,晚点的文章在企业战略到组织变革中,纵横捭阖,深度绝对比得上一名资深的企业家。</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>晚点访谈何小鹏的文章,在业内引发了极大的震动,一方面对于创业者、行业从业者能产生不少的启发,另一方面也让读者对何小鹏本人的认识更全面。</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>我尝试着记录下来我在阅读中的思考,以提供一个增量的视角,“把书读厚了”。作为 95 后一代的创业者,我想看看,77、97两个代际、相差正好 20 年的创业者,有哪些穿越时间、穿越周期的共鸣和启发。</span></p><span><br></span><span><br></span><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>-�️ 本期主播</b></span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期是 亨亨 的独播。</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>亨亨,登上《时尚芭莎》的中国产品经理,</span><span>也是一名创业者,</span><span>通过非常强的结构化能力和</span><span>终局思维</span><span>,</span><span>致力于中国深度商业方法研究。</span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><img data-key="0" src="http://imagev2.xmcdn.com/storages/6c3d-audiofreehighqps/F9/44/GAqhQ6cL51v6ACIPfAOjeS-5.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/6c3d-audiofreehighqps/F9/44/GAqhQ6cL51v6ACIPfAOjeS-5.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/6c3d-audiofreehighqps/F9/44/GAqhQ6cL51v6ACIPfAOjeS-5.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="224.08536585365852" data-preview="http://imagev2.xmcdn.com/storages/6c3d-audiofreehighqps/F9/44/GAqhQ6cL51v6ACIPfAOjeS-5.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="41.829268292682926"><br></span></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>制作:亨亨、陈康</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>-�</b></span><span><b>时间线</b></span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>00:04 CEO视角的"创业低谷启示录"</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>00:51 ICU里的小胜藏着制造业复苏密码</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>02:27 </span><span>1</span><span>8万P7撕开规模化生存裂缝</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>05:27 拆墙听炮火才是真管理</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>09:01 九个月揭开供应链黑箱的CEO之痛</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>12:44 高管换血是残酷的续命手术</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>16:16 免费智驾将成新能源车出厂设置</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>18:33 L3+是500亿入场券的终点线</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>21:12 四个轮子的机器人正在觉醒</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>23:30 创业者终将与自己的老花镜和解</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期文稿:https://mp.weixin.qq.com/s/qYMcXBHOyjI8Le_Rumy80Q</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><b>- 关于「人间变量」</b></span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>「人间变量」是商业经营文字专栏「产品变量」的播客姊妹篇。这是一档经营类播客,从创业者和产品经理的双重视角,剖析人生的无限解法。打开思路,我们终将成为改变潮水方向的变量。</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>「人间变量」播客在 小宇宙App、Apple播客、喜马拉雅平台、微信视频号-音频 同步播出,部分文字稿会发布在 #公众号:产品变量 。</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>微信公众号:产品变量</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>个人微信:xiaozidaheng</span></p><span><br></span><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>-️欢迎关注,你的关注是我们最大的支持。</span></p>
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踏遍人间山河,启程去寻变量。这里是播客节目「人间变量」。
人间变量希望能够和各行各业的普通人们深度对话,我们不是大V,但我们的声音也值得被听到。过去,我们是沉默的大多数,但在互联网时代,我们都有可能成为一个时代发展的变量。
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