9.17 做「对」的事还是做「政治正确」的事？

[Wangmengguo]

段永平说：做对的事，就是发现错误立刻停止，无论何时都是最小止损。

巴菲特说：我只想要知道我会死在哪里，那我以后绝不会去。

中国政府大规模的尝试「国产化替代」，而且是不计成本不计代价的使用，但这「是否」是「正确」的事？

以「国产系统」为例，在大面积「国产替代」的软硬件被生产出来之前，就提前确定了销量，以「政治任务」为导向，要求各地政府大规模的替代原有的「Windows」系统。

这种无视「市场规律」，甚至主动制造「市场失灵」的行为，不仅无法实现「国产系统」的正常发展，甚至会误导其「原地踏步」。

试想，如果国产系统无论其能力如何都一定有人买单，那就势必导致「粗制滥造」。这不是一个技术问题，这是一个基本的经济常识。

所有的生产都应该是「需求」占主导，而如果这种「需求」本质是由政治主导的「伪需求」，那么这势必对市场造成「极大的伤害」。

「粗制滥造」的「国产系统」公司打着「国产替代」的旗号招摇撞骗，四处领补贴，而一些有「真技术」「真实力」的公司受困于「资金压力」被迫退出这场「毫无公平可言」的竞争。

国家安全的出路不该与「经济常识」相违背。

人只有一直坚持做「对」的事，才能获得成就，国家也是。

[Wangmengguo]

Claude 3.5 Sonent

Duan Yongping says: Doing the right thing means stopping when you find a mistake. It's always the smallest loss.

Buffett says: I just want to know where I'll die, so I'll never go there.

China's government is massively pushing domestic tech, regardless of cost. But is this "right"?

Take domestic operating systems. Before large-scale production, sales are predetermined. It's a political task to replace Windows in government offices.

This ignores market rules and creates market failure. It won't help domestic systems develop normally. It might even keep them stagnant.

If domestic systems sell regardless of quality, it leads to shoddy products. This isn't a technical issue, but basic economics.

Production should be demand-driven. If demand is politically created, it greatly harms the market.

Low-quality companies exploit "domestic replacement" for subsidies. Truly capable companies, struggling financially, leave this unfair competition.

National security shouldn't contradict economic sense.

Only by consistently doing the "right" thing can people, or nations, achieve success.

[Wangmengguo]

ChatGPT 4o

Here’s your translation, Dearing:

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Duan Yongping said: Doing the right thing means stopping immediately when you realize you're wrong. No matter when, it's always the smallest loss.

Buffett said: I just want to know where I'll die, so I can avoid going there.

The Chinese government is aggressively pursuing "domestic substitution" at all costs, but is this really the "right" thing to do?

Take the "domestic operating system" as an example. Before large-scale domestic software and hardware replacements are produced, the sales are already determined, driven by "political tasks" that require local governments to replace existing "Windows" systems on a large scale.

This disregard for "market forces" and the deliberate creation of "market failure" not only prevents the normal development of the "domestic system" but could also lead to it "stagnating."

Imagine if the domestic system is guaranteed buyers regardless of its quality, this will inevitably lead to "shoddy products." This isn’t a technical issue, it's basic economic common sense.

All production should be driven by "demand." If this "demand" is fundamentally a politically driven "false demand," it will inevitably cause "great harm" to the market.

Companies producing "shoddy domestic systems" will parade under the banner of "domestic substitution," exploiting subsidies, while those with "real technology" and "real strength" are forced to exit the competition due to "financial pressure" in an environment that offers "no fair play."

National security solutions shouldn't contradict "economic common sense."

Only by consistently doing the "right" thing can a person, or a country, achieve success.