你預(yù)計(jì)在大數(shù)據(jù)領(lǐng)域的創(chuàng)業(yè)活動(dòng)會(huì)更活躍嗎？

????從上世紀(jì)80年代開始，全世界人均科技存儲(chǔ)信息能力幾乎每40個(gè)月就會(huì)翻番；截至2012年，每天有2.5百億億字節(jié)(2.5×1018) 的數(shù)據(jù)生成。它帶來了一個(gè)全新的領(lǐng)域，包括如何存儲(chǔ)、處理、挖掘、分析和利用這么多數(shù)據(jù)。我個(gè)人認(rèn)為，大數(shù)據(jù)領(lǐng)域需要的創(chuàng)新太多了。

????有意思的是，F(xiàn)acebook除了能讓用戶及時(shí)了解到朋友的寵物剛剛過世和其他爆炸性社交新聞外，它為這個(gè)世界做出的一項(xiàng)最重要貢獻(xiàn)是Facebook作為一家公司處理大數(shù)據(jù)的能力，以及Facebook開放了手頭所有大數(shù)據(jù)技術(shù)的源代碼，給這個(gè)世界做出的貢獻(xiàn)。很多公司，像如今已是世界最大WiFi網(wǎng)絡(luò)的Fon都可以獲益于這些投資，也全部開放源代碼。

????開放源代碼是一種合作理念，基本上發(fā)端于歐洲，后來得到了全球的追隨，如今全球一些最大的社交媒體公司大多數(shù)后臺(tái)都在運(yùn)行開放源代碼軟件。這一點(diǎn)可以理解，如果你的數(shù)據(jù)庫是私有的，如果你是唯一一家對(duì)用戶和客戶設(shè)有密匙的公司。為什么不開放所有技術(shù)的源代碼，讓所有這些都能發(fā)揮作用？開放源代碼是一種合作理念，但實(shí)施開放源代碼本質(zhì)上是非常資本主義的。像我在Index Ventures的投資伙伴以及其他很多投資者已大舉退出MySQL這樣的大數(shù)據(jù)公司。

????大數(shù)據(jù)結(jié)合開放源代碼方式將產(chǎn)生重大的創(chuàng)新，創(chuàng)造可觀的價(jià)值。

最后一個(gè)問題，F(xiàn)acebook在歐洲的普及率很高，在亞洲也在取得進(jìn)展。你對(duì)它的商業(yè)模式和擴(kuò)張能力有什么看法？企業(yè)增速看來已經(jīng)放緩，有些廣告客戶說，F(xiàn)acebook廣告不如搜索引擎廣告有效。

????Facebook現(xiàn)在的狀況就像2004年的谷歌，能盈利但還不能大量盈利。Facebook需要微調(diào)廣告模式，它當(dāng)前的廣告模式相當(dāng)粗糙，不是不好，但還處在早期階段。我不認(rèn)為現(xiàn)在是買進(jìn)Facebook股票的好時(shí)機(jī)，因?yàn)榇罅績?nèi)部人士的賣盤還在持續(xù)。但買進(jìn)時(shí)機(jī)很快就會(huì)到來。我不認(rèn)為Facebook是明日黃花。馬克?扎克伯格是當(dāng)今的天才CEO之一，F(xiàn)acebook將繼續(xù)走下去。扎克伯格有能力破解下一個(gè)難題，也就是移動(dòng)平臺(tái)的貨幣化。

????譯者：早稻米

Do you see more startup activity in big data?

????The world's technological per-capita capacity to store information has roughly doubled every 40 months since the 1980s; as of 2012, every day 2.5 quintillion (2.5×1018) bytes of data were created. This has led to a whole new field which deals with how do we store, process, mine, analyze, and make use of so much data. Personally I see big data as an area in which a lot of innovation is needed.

????Interestingly one of the most significant contributions of Facebook to the world, other than learning that your friend's pet just died and other shocking social news, is the ability of Facebook as a company to process big data and the contributions that Facebook has made for the world by open sourcing all the big data technologies it uses. Companies like Fon, now the largest WiFi network in the world, can piggyback on these investments and be all open source.

????Open source is a cooperative idea and mostly European invention that the whole world has tagged along and now most of the back offices of the largest social media companies in the world are run with open source software. And it makes sense, if your database is proprietary, if you are the only one with the key to your users and customers. Why not open source all the technology that makes it all work? But while open source is cooperative idea, the implementations of open source are very capitalist in nature. Investors like my partners at Index Ventures and many others have had significant exits on big data companies like MySQL.

????Big data combined with an open source approach will lead to significant innovations and massive value creation.

Finally, Facebook now has deep coverage in Europe and is growing in Asia as well. What are your thoughts on it business model and its ability to scale? Growth seems to be slowing and some advertisers say that FB ads are not as effective as search ads.

????FB is now where Google was in 2004, profitable but not yet hugely profitable. FB needs to tweak its advertising model which so far is pretty rudimentary, not bad, but an early stage. I don't think it's time yet to buy FB shares because of the tremendous amount of insider selling that has been taking place. But soon the time will come. I don't think Facebook is a passing fad. Mark Zuckerberg is one of the genius CEOs of this era and FB is here to stay. Zuckerberg will crack the next piece of the puzzle which is how to monetize mobile platforms.