????紅杉資本（Sequoia Capital）合伙人邁克?莫里茨在食品派送初創(chuàng)公司Instacart投資850萬美元，在硅谷引起了軒然大波。這不僅因?yàn)檫@是莫里茨在超過一年多時(shí)間里進(jìn)行的第一筆投資，也是因?yàn)榧t杉資本似乎忘記了在食品電商Webvan公司遭遇的失敗——它是莫里茨在互聯(lián)網(wǎng)時(shí)代的幾個(gè)重大投資失誤之一。

????莫里茨在阿斯彭召開的《財(cái)富》頭腦風(fēng)暴科技大會（Fortune BrainstormTech）上接受主題采訪時(shí)被問到了Instacart與Webvan的對比。他的回答是：

????“Instacart在食品雜貨派送中采取的是一種眾包模式，因而可以避免資本基礎(chǔ)設(shè)施負(fù)擔(dān)。而在Webvan，這種負(fù)擔(dān)卻非常繁重和復(fù)雜。按照計(jì)算機(jī)領(lǐng)域的說法，Webvan試圖設(shè)計(jì)基本的計(jì)算機(jī)架構(gòu)、操作系統(tǒng)和內(nèi)部運(yùn)行的所有應(yīng)用。而Instacart的做法則與租車服務(wù)公司Uber類似，公司有大批獨(dú)立承包商，無需駕車就能滿足人們的生活購物需求 。”

????問及這項(xiàng)業(yè)務(wù)是否缺乏進(jìn)入壁壘時(shí)，莫里茨回應(yīng)稱，谷歌（Google）和亞馬遜（Amazon）這些公司在初期同樣不存在進(jìn)入壁壘。

????鑒于莫里茨曾在貝寶（PayPal）等支付類公司進(jìn)行過投資，因此我們想聽聽他對于比特幣的看法。他的觀點(diǎn)非常謹(jǐn)慎：“我認(rèn)為比特幣很難成為主流，理由有很多?？梢哉f，我對比特幣持有很大的懷疑態(tài)度。但它同樣具有巨大的誘惑力，可以讓支付更加簡單，有望消除一些目前存在的障礙?！保ㄘ?cái)富中文網(wǎng)）

????譯者：劉進(jìn)龍/汪皓

????Sequoia Capital partner Mike Moritz generated some Silicon Valley buzz recently by leading an $8.5 million investment in grocery delivery startup Instacart. Not only because it was Moritz's first new board seat in more than a year, but also because the company seems vaguely reminiscent of Webvan -- one of Moritz's few major missteps during the dotcom era.

????Moritz was asked about the Webvan comparison today during a keynote interview at Fortune BrainstormTech in Aspen. His reply:

????"Instacart is a crowdsourced model for the home delivery of groceries, and it offers a way to escape the enormous capital infrastructure burden that was so tricky and complicated about Webvan. Weebvan was a company that, in computer parlance, was trying to design the underlying computer architecture, the operating system and a whole bunch of apps on top of it. Think of Instacart in a similar manner to a company like Uber where you have a lot of independent contractors who, instead of driving cars, will attend to your grocery shopping needs."

????When pressed on the apparent lack of barriers to entry, Moritz shot back that companies like Google (GOOG) and Amazon (AMZN) also didn't have barriers to entry in their early days.

????Moritz also was asked for his views on Bitcoin, given his history of payment investments like PayPal. His sentiment was circumspect: "There are a whole variety of reasons why I think it's going to be extremely difficult for Bitcoin to get close to the mainstream. So I have great skepticism. But there also is great allure associated with making payments easier and removing a lot of the barriers that exist."