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The device can project a 19-inch touch-sensitive play space.

🌻
美國聯準會（Fed）在美東時間22日下午2時（台灣23日凌晨2時）宣布利率維持在趨近零的水準，但暗示升息可能會比預期來得快一些，同時也大幅下修今年的經濟展望。

https://udn.com/news/story/6811/5764746

🌻Adobe(ADBE)電話會議內容讀後感

ADBE前兩天發表財報了.

這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)

另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.

而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/

接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.

🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039

這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp

"《華爾街日報》的相關調查顯示，這家社交媒體巨頭心知肚明，其平台會傷害用戶，而且是以該公司常常完全了解的方式造成傷害。目前，全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安：據《華爾街日報》報導，Facebook的內部研究顯示，在報告稱有過自殺念頭的青少年中當中，有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"

另一篇相關新聞:
https://www.thenewslens.com/article/156683

"《華爾街日報》於13日揭露Facebook的XCheck系統，也就是內部系統中的VIP名單，數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"

"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統，即使發布明顯的不當內容，也不會立即被刪除。《衛報》報導，Facebook的獨立監督委員會表示，在閱讀該篇報導後，決定要審查XCheck系統，並要求Facebook對其進行報告與解釋。"

🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.

很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.

前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.

就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).

我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.

“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)

Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/

JJ Lin 林俊傑 《倖存者· 如你》維度二 首張全英文EP《Like You Do》
OUT NOW 全面數位發行 https://jjlin.lnk.to/LYDAY

Have you imagined a world where
You’re more than just You?
What would that be like?

Drifter • Like You do - a Double-dimensional, deluxe EP creatively led by JJ Lin, from music productions to visual concepts. The music narrative of DRIFTER • LIKE YOU DO is inspired by a concept JJ has been ruminating on - the possibility of a parallel universe.

In this latest release which marks JJ’s 14th album, as well as his first english EP throughout his illustrious career of 18 years, JJ delves into his innermost thoughts and feelings, redefining his music perspectives to put forward a stripped down and introspective representation of his music and self.

In Quantum Theory
Space and time are not continuous
A parallel universe is a possibility
Could it be possible that somewhere, somehow
In an obscure corner of the universe
An infinite number of us exist?
Where perhaps, I could be you, and you could be me?

I seem to be a Drifter in this vast expanse... Like You Do.

-

[DRIFTER • LIKE YOU DO ]

Part One: The 1st Dimension - DRIFTER

Music has always been an expression of self for JJ. His journey of self-discovery could be traced back to his From M.E. To Myself (2015) album, with him eventually finding the connection between himself and the world, and shared through his Message in a Bottle (2017) album.

In the recent years, JJ embarked on a different route to self-discovery as he shifts the focus of his music from self to “you”. Conveyed through his double EP DRIFTER • LIKE YOU DO, JJ propounds a new direction for self-reflection.

DRIFTER EP features six brand new Mandarin songs that weaved together a complete concept of: What would you do, if you, were not just you? The songs inspire us to contemplate the possibility that our consciousness could determine who we are - there could be multiple endings to every story, and when we believe so, the future will be limitless.

Part Two: The 2nd Dimension - LIKE YOU DO

An extension of Drifter, LIKE YOU DO explores a self-examining concept: What is left after you rid yourself of expectations?

When darkness descends, have you, in pursuit of survival, stumbled upon another version of yourself that is so foreign yet familiar? You could be that drifter, that is the only glimpse of hope left in a despondent world. Which version of you would emerge in face of adversity? If a parallel universe does exist, JJ is breaking out of his shell and introducing the hidden version of himself that we have yet to meet via LIKE YOU DO.

Partnered with new music collaborators Fernando Garibay, Nasri Atweh, Joshua Kissiah Cumbee, Ramiro Padilla and Daniel Padilla, JJ endeavours to offer fresh perspectives and sounds for this EP.

The journey and story of this alternate JJ Lin has just begun.

—

“All these years, one thing I’ve learnt is that it’s one of the hardest things in life to accept the flawed version of ourselves. We work so hard to be the best and to be perfect; many times we want to believe that we are unstoppable, and that only by being strong, we can be successful.

“Like You Do” to me is the opposite of that.

Every song is a reflection of the darker version of myself. And I’ve found a sense of healing, by reaching in and realising that true strength is found in embracing every version of the self. It’s only when you strip yourself of all expectations, that your every next step will be a form of gain and reward.

There is beauty in that.”

— JJ Lin

＿＿＿

近年來我深深體悟到一件事：接受有缺憾的自我，是一生中最難的事情之一。
對於任何事務，我們努力做到最好、盡可能達到完美；很多時候，我們試著去相信自己是無懈可擊的，因為唯有堅強，才能成功。

然而，【Like You Do】對我而言正是相反的。
每首歌，都反映出自己的內心深處某個曾不可觸及的一面。過程中，通過自我剖白來學習擁抱自己的不完美，並找到真正的力量。而從中，我被療癒了。
當你擺脫所有期望時，每一步都將轉化為獲得和回報。
那正是最美的。

- JJ 林俊傑

【Like You Do】中的JJ Lin是一鍵歸零，
也是一步躍進。 跳脫既定模板，拋開過往的該與不該。

在【Like You Do】EP中，JJ Lin回到做音樂的本質面貌說故事，當這個語言更加直覺，遇見的自己就越加真實。捧著初衷的純粹，JJ成為昏暗夜晚中的一雙堅定眼神，穿透情感與歲月的虛與實。一刻明亮的獲得，是歷經所有的願與不願，坦然面對這些擁有與失去，於是回歸誠實後的純粹，如這世界上的每一個你，重新擁抱世界附加在自己身上的能量。

為帶給這張全英文EP更完整的體驗，JJ遠赴異地，尋找更多不同的聲音，當沒有任何模板框架，跳脫以往的創作模式，他的音樂更加自我也更加自由。JJ邀請多次獲得葛萊美獎項提名之專輯製作人- Fernando Garibay、Joshua Kissiah Cumbee、Ramiro Padilla、Daniel Padilla等多位專業音樂人攜手創作。與全新的音樂夥伴合作，無論曲、詞，JJ自在地享受，完全地吸收來自不同的音樂人所給予的能量，共同激盪出不同以往的音樂風格。一切不經設定、沒有設限也沒有包袱，放下習慣的唱腔，衝撞出全新的聲音。所有面貌都是最原始最嶄新，也是翻面後的第一頁。

歸零的同時，就會遇見真實的自己。

這個挑戰，是JJ 17年來從未有過的經驗，在華語市場中多年的累積，逐漸締造屬於最JJ的音樂版圖。但這一次，林俊傑顛覆一切的認知、放下一切的理所當然與成長脈絡，為了自我實現的這一刻，成為了歸零的JJ Lin，勇敢擁抱陌生的環境與不同的音樂文化，JJ已經不是JJ，但也不再只是原本的JJ。


#JJLINLikeYouDo
#JJXIV

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Apa khabar, #CHAYANGS​! Here’s another A Day In My Life vlog! I’m always on-the-go and I am glad to have partnered up with ASUS to show you how I get my work done on a daily basis in a FUN & more efficient way! If you want to increase productivity and improve your work/life balance, check out how the ASUS #ZenBook can help you!

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