#基隆市議會第19屆第5次定期會
#疫情關係,本次總質詢改為書面質詢。
過去一年多來外媒各種盛讚「台灣是民主防疫的典範」、「防疫模範生」的報導不斷為民進黨政府的大內宣加持,在台灣的輿論圈廣傳,台灣曾是全球防疫模範生,不過近期本土案例大爆引來國際關注,日前《時代雜誌》刊文評論台灣防疫,批評台灣防疫先前都是吹牛,現在終於破功,甚至在文內大酸,台灣所吹捧的優良防疫只需要一杯「秘密的小茶水」就可以全然失守,引發熱議。《時代雜誌》近日以「錯誤的的安全感和秘密的小茶水,如何破壞台灣對新冠肺癌的防禦」為題,重批台灣的防疫吹牛破功,甚至在文內直指「想崩壞最被全球吹捧的新冠肺炎防禦,只需要一杯秘密的茶水。」(All it took to break down the world's most vaunted COVID-19 defense was a little secret tea.)一年多以來,台灣的社會和經濟活動大部分照常進行,不受影響,少數幾次社區感染最後也都以清零並解除隔離告終,學校照常上課,各行各業照常上班,演唱會、職棒比賽也都開放觀眾入場。但是自2021年4月底、5月初以來,受到全球讚譽的台灣「防疫神話」在短短的數周之間破滅,先是有華航機師諾富特酒店群聚感染事件,然後又爆發萬華茶室群聚和多個地方的衍生感染。為因應本土社區感染連續每日數百確診病例,台灣已經實施並延長了第三級防疫警戒至少到7月中,這距離「全面封城」的第四級警戒只差一步,英國Alpha變種病毒肆虐印度Delta變種病毒又在旁邊虎視眈眈一年多以來的成功防疫,為什麼最後會突然爆發多起本土社區感染,曾讓台灣人引以為傲的新冠疫情防治措施又為什麼出現破口?本席不禁想問!『民進黨你們到底在想甚麼?』
截至7月3日,全台死亡686例,致死率4.5%高於全球致死率2.17%,基隆市新冠肺炎確診者死亡病例累計22人,以確診數309例計算,致死率7.1%,基隆市致死率為全國最高!死亡病例中,護理之家住民5人、養護中心住民3人和洗腎病患2人,占一半。現在他們在嚥下最後一口氣前,全部來不及跟親愛的家人道別,孤獨的走了令人鼻酸!印度Delta變種病毒都已經攻進台灣,當局千萬不要因為近日確診下降而大意。「台灣疫苗難民悲情 一針難求逃命中美」這是亞洲週刊對台灣疫苗短缺的形容,週刊指出台灣鬧疫苗荒,民眾只好出國逃命財力較佳者飛往美國,打疫苗兼旅遊認同中國大陸者,則到對岸打免費疫苗,連外籍生也群體離台紛紛返鄉打疫苗保命,報導直指蔡政府「超前部署破產」未積極採購疫苗,去年4、5月各國已經著手搶購疫苗但台灣卻每天沉醉零確診喜悅,等到今年5月中旬疫情失控民間要購捐疫苗又遭官方以各種理由刁難,民眾為了自保只好一波波湧向美國與大陸各憑本事去尋求「救命丹」週刊的描述,都是事實若不是蔡政府錯誤的疫苗政策孱弱的執行力讓國際疫苗遲遲無法到位台灣怎會淪為疫苗難民?
問題一:疫情發展至今,唯有加速施打疫苗達到群體免疫,才能有效控制疫情,請問林市長要如何幫助基隆市民爭取全面施打符合國際安全標準疫苗❓
✅本席建議: 《彭博社》(Bloomberg News)公布的「全球防疫韌性排名」(The Covid Resilience Ranking)指出,台灣5月本土疫情爆發後,排名從全球前5名掉到第15名,本月公布的最新排名,台灣更跌至第44名(如下圖),主要原因是疫苗不足。
指揮中心指出,若希望透過接種疫苗達到群體免疫力,疫苗接種率須涵蓋台灣人口65%,以此規劃,預計為台灣1500萬人接種,以每人2劑估算,需3000萬劑疫苗,目前台灣總到貨量526.66萬(採購152.66萬+美日捐贈374萬),同樣道理,基隆市人口數366196,為達到全市群體免疫力,每人2劑估算,約需47.6萬劑疫苗,目前基隆疫苗總分配量(AZ+莫德納)約7萬,顯示本市疫苗數量嚴重不足,請林市長向蔡總統建議
(1)以國際疫苗為優先—積極協助企業(鴻海、台積電)、民間團體(慈濟)及八大工商團體購買符合國際標準的國際疫苗
(2)發展國產疫苗為輔—依照國際科學標準來審查,為國人健康安全嚴格把關,確保疫苗有效並且安全
問題二:全台三級警戒衝擊民生經濟,行政院推出『紓困4.0』精進方案,包括放寬紓困對象認定、勞工紓因貸款加碼、6月暫緩實施夏季電價等,方案上路三週以來,亂象頻生,層層門檻與僵化過時的審查標準,讓許多真正需要的弱勢勞工成為紓困孤兒,怨嘆『同島不同命』的悲哀。勞團也指出,5月中開始,被政府公告停業或減班的受僱勞工,他們生計遭受嚴重衝擊,還無法適用紓困方案,請教林市長你覺得『紓困4.0』政策有達到紓困目標?請問林市長要如何幫基隆各行各業勞工爭取紓困補助❓
✅本席建議:2008年金融海嘯衝擊全球經濟,為因應生融海嘯所帶來的消類緊縮效應,行政院於2009年發行「振興經濟消費券」」。當時發放標準就以「人」為單位,凡是於2009年3月31日前出生,且具有中華民國國籍,或是領有中華民國外僑居留證之外籍配偶等,每人都可領取3600元的消費券,然而5月爆發的新冠疫情,不僅產業、商家生計受到影響,個人生命安全更倍受威脅,政府紓困方案卻只照顧到部分,本席認為紓困應以『救急不救窮』為原則,建議比照美、日、新加坡等作法,採全民普發紓困金才是最迅速,對民眾最直接的應急方式,也最公平。美國去年與今年各發放每人紓困發現金支票1200至1400美元(約3.6至4萬元),他們的排富標準是年所得8萬美金;日本每人發放每位國民及有居留權的外國人10萬日圓(約2.8萬元),不排富,認為排富發放方式過於繁雜,基於便民與擴大補助範圍,因此認為普發才公平;新加坡年滿21歲發放1.2萬元,為了方便作業,不排富;香港年滿18歲發放3.9萬元,也為了方便作業不排富。
問題三:台中市政府19日起,率先六都開放為1.3萬名鄰長優先接種疫苗,雲林縣、嘉義市、苗栗縣、台南市、新北市等接連跟進,請問基隆市是否也跟進將鄰長列入第二類疫苗接種對象❓
✅本席建議:比照台中市作法將全市3331位鄰長列入優先施打對象。鄰長協同里長肩負防疫宣導工作,面對高危險環境,符合疫苗施打對象第二類第四項「實際執行居家檢疫與居家隔離者關懷服務工作」,優先施打以保障鄰長健康安全。
問題四:根據衛生局數據提供,截至6月27日止,本市隔離病床+專責病床總床數為182,使用數為89床(使用率48.9%),空床數為93床,目前狀況尚稱充裕,但近日印度Delta變種病毒已攻進台灣,且傳播力更甚英國Ahpla變種病毒,若疫情再次爆發,感染者急劇增加,醫療量能恐嚴重不足,請問林市長如何因應❓
✅本席建議:應超前部署規劃並參考美國、新加坡等多國案例,於本市尋找適當地點(軍營、廢棄學校、現有學校體育館或將市立體育館稍加改建)建置臨時醫院(Mobile cabin hospital),以分流分級方式治療輕症患者或收治無症狀者,保存醫療量能才能在面對更嚴峻疫情時有備無患。
問題五:近日因AZ疫苗接種後多起疑似不良反應及施打後死亡個案,截至6月28日,通報施打後猝死人數高達240人,居全球之冠。在歐洲,截至6月19日,歐洲的藥物不良反應資料庫(EudraVigilance)紀錄到歐盟共27國的不良反應。
#死亡事件數 :
AZ(3,364 )莫德納(4,147 )輝瑞(7,420)
#死亡發生佔比 :
AZ(1.15%)摩德納( 8.41% )輝瑞(3.11%)
#嚴重傷害事件數 :
AZ(793,036 )莫德納(122,643 )輝(560,256)
#嚴重傷害發生佔比 :
AZ(55.32% )莫德納(55.91% )輝瑞(41.96%)
#不良反應回報總人數 :
AZ(292,283)莫德納( 49,323 )輝瑞(238,435)
不完整資訊導致民眾內心恐慌延緩施打,這錯誤觀念,不只會影響防疫工作的推動,更重要的是會影響市民朋友身體安全,請問林市長該如何因應❓
✅本席建議:根據歐盟調查及臺大醫院家庭醫學部醫師指出,部分國家考量血栓風險,建議60歲以上打AZ疫苗,另外AZ疫苗施打後死亡率不比其他疫苗高,甚至較低,其實是相對安全的(如上述歐洲統計資料數據)。市長要趕快加強宣導施打疫苗的重要性,為了保護個人免於罹病和預防重症死亡,以及建立群體對新冠病毒的免疫力,長輩或慢性病患者在醫師評估建議施打皆應盡快接種,以提升疫苗接種率儘早達到群體免疫,才能早日解封。
問題六:面對新冠肺炎死亡率居高不下,印度Delta變種病毒已入侵台灣,傳染力比英國Alpha變種病毒還高出六成,應確實儘速找出隱藏在社區內的感染源黑數,因應目前台灣剛上市的幾款居家快篩試劑價格偏高(從340元到3000元不等),在持續三級警戒下,生計已撐不下去狀況下,不是所有民眾都有能力自費負擔,請問林市長如何加強防疫、鼓勵基隆市民居家快篩❓
✅本席建議:請林市長向中央建議,比照口罩模式由指揮中心統一採購居家快篩劑,定期定量免費提供國人使用,才能提升國人居家快篩的意願。英國居家快篩是免費提供給人民使用,且快篩包直接送到家中;德國民眾每周可到藥局免費快篩一次,德國政府也有規定,學校或是公司,每周一定要至少提供一次免費的快篩;法國同樣免費提供民眾7份快篩試劑。在中央尚未決策前基隆市府應儘速統一採購居家快篩試劑免費提供給民眾使用,初步至少先提供給高接觸風險、但沒有疫苗拖打資格的類別市民或弱勢族群,例如公車駕駛、社區巡守隊、義警義消義交、民防或中低收入戶及一些公共服務機構等。
問題七:基隆市為減輕醫護人員舟車勞頓的辛苦與疲累,與旅館業者合作推出的「基隆挺醫護暖心住宿」專案,6大醫院設籍基隆的醫護人員在6月至7月入住可以享有優惠,房房價一律以1400元優惠計算,其中700元由基隆市政府支應,請問林市長雙北市、高雄市都推出醫護人員7月份單人免費入住的計畫,我們基隆市是否能比照辦理❓
✅本席建議:經本席了解,台北市、新北市及高雄市紛紛和旅館業者合作啟動台北市「感謝有你北市挺醫護」、新北市「醫護免費住宿」及高雄市「挺醫護溫馨休息棧」計畫,讓防疫業務有住宿旅館需求或因執行防疫業務被匡列為『居家隔離者』之醫護人員部分,於7月份單人免費入住合作之旅館,不分平假日(24小時皆可入住),且可連續使用不限天數,所以本席建議基隆市應比照台北、新北及高雄的作法,讓前線醫事人員在搏鬥病毒之歇息空檔,可以有個舒適、安全住宿環境,為辛苦的醫事人員加油打氣。
問題八:彰化市「喬友」大樓內的防疫旅館6月30日晚間遭惡火濃煙侵襲,造成3名受消防局指示守在房間等候救援的居家檢疫者、一名用罄空氣瓶的消防員等四人嗆死,另有包括兩名消防員在內的廿二人受傷。自稱罹難家屬在臉書轉貼火災現場影片,發文質疑事發的防疫旅館是否有通過消防安檢,另一名死者親友也質疑,消防局為了防疫考量,不讓居家檢疫者離開房間才錯失疏散時機,將提國賠。彰化這個悲劇,是不是該讓各單重新思考,「全力防疫之時,該如何防災❓」
✅本席建議:(1)檢視各公共場所、集合大樓於防疫期間因封閉出口管制人流所造成的疏散與救災出入口障礙。
(2)主管機關觀銷處主導成立『市府聯合稽查小組』於最快時間內完成本市
防疫旅館的公共安檢,重新檢視逃生路線,保障市民朋友生命安全
(3)又要防疫,又要救災,過去的訓練一定不適用當前防疫的狀況。相關單位要加強檢視人員、設備及修訂SOP以配合當前疫情。
(4)主管機關觀銷處於核准新設防疫旅館作業流程務必照會建管、工商、消防等單位共同會勘。
問題九:受到疫情影響,大眾運輸運量急劇下滑,福和客運7月1日宣布1551路線從8月1日起停駛,這條國道基隆到新店的路線,沿途經舊宗路、松山車站、基隆路、世貿中心、捷運六張犁、公館及新店等地,是許多通勤族的上、下班交通工具,停駛後將對通勤族造成衝擊,請問林市長如何因應❓
✅本席建議:福和客運1551線8月1日起停駛,對通勤族影響迫在眉睫,林市長應主動和其他客運業者接洽協調,督促公路總局盡快完成1551路線代駛或接手,務必維持運能做到無縫接軌,讓通勤者權益獲得保障更無後顧之憂。
📌結論:
去年執政黨一再大內宣及大外宣,強調台灣是防疫模範生,確診數相當少,控制得宜,但今年5月間本土疫情大爆發,一發不可收拾,台灣這次再度因防疫登上國際媒體版面,但不是因為防疫好棒棒,而是防疫超前部署「破功」。外媒的評析,令台灣啞口無言。這次本土疫情來勢洶洶,死亡人數激增,在在讓全民不得不嚴厲檢視:蔡政府口口聲聲「超前部署」,一年多了,疫苗採購數量、爭取疫苗代工及國產研發等實績在哪裡?本土確診案例並未趨緩之際,人心惶惶,台灣不分官方、民間,不分朝野,應該同島一命,只要民間有本事採購到疫苗,政府應從寬從速設立綠色通道、快速簡便審查程序,這才是國人此刻最殷切期盼的事,同島一命不應該是『同倒一命』台灣2300萬人民的寶貴生命才是最最重要的!不是嗎?執政黨!
目前Delta變種病毒不到半年就傳染了90幾個國家,傳染力比英國變種病毒還高出六成,面對這個傳染力更快、致死率更高,潛伏期更短的病毒,英、美等世界各國都是採取更快、更嚴的篩檢及施打第三劑疫苗來對抗。舉例六月初,大陸深圳的龍崗區發現了一名新冠肺炎確診者,立即派1100名醫護人員漏夜進行全區篩檢,三天完成176萬9千人的PCR核酸檢測。澳洲墨爾本五月底爆發Delta病毒疫情,他們立即封城,加強核酸檢測,在5月29號的24小時內,他們完成了56624人的檢測。反觀我國Delta病毒株六月初已入侵台灣屏東,衛福部二十天之後才檢測確定,並在6月25號才宣布入境集中檢疫,但只針對七個國家,顯然民進黨政府對Delta病毒的防疫根本不及格。
民進黨政府在防疫預算上編了600多億,防疫政策還跟不上腳步,人民破切需要的疫苗、檢測儀器都買不到,應該要有的呼吸器,還要民間去緊急調用,Delta病毒散播的又狠又快,台灣的篩檢卻又慢又少,完全跟不上疫情的發展, 台灣現在疫苗遠遠不夠,破口防堵又落後,我們現在要面對的已經不只是嚴重的疫情,還有民進黨防疫遲鈍、甩鍋不負責任所加重的災難。
本席要求林市長向蔡總統反應,民進黨政府做得不好,就要誠實檢討,犯了錯誤,就要勇於認錯,不要一錯再錯,因為防疫攸關人命,最後本席再次強調,防疫政策要將人民生命安全放在第一位,要科學防疫不要政治防疫。
新加坡式 透 天 mobile01 在 FinLab財經實驗室 Facebook 的最讚貼文
又有機會能夠和大家見面囉~~😎😎
這次我受邀參加10/19-20的MOPCON❗❗
和大家介紹一下 MOPCON,這是濁水溪以南最大的技術研討會,規模超過千人,地點在高雄。每到這個時節,南部各個技術社群就會集結起來一起舉辦,已經持續 8 年了。
MOPCON 官網 => http://bit.ly/30SveMT
時間:10/19 - 10/20
地點:高雄國際會議中心 ICCK
https://goo.gl/maps/ofr23X19YmPK4L3j9
今年 MOPCON 首次納入 Quant 的主題,MOPCON 之所以會根基在高雄,其中一個原因就是為了彌平南北之間的落差,『堅持濁水溪以南』一直是 MOPCON 的口號。為此今年的主旨為幫助打造飛速成長的通道,體現在研討會的四大亮點:
1. AI(智慧的擴展、自動化)
2. Quant(創造被動收入)
3. 敏捷(加速交流與溝通)
4. 職涯規劃(成長)與 Startup(創業)
首先來介紹一下 Quant 主題的五位講者:
第一位,就是我,演講內容自不必說,這也是近距離和我們FinLab接觸的機會唷!
第二位是王睿麒,瑞典商摩爾資產管理的量化總監、董事合夥人,有創辦一個免費的 YouTube 頻道,他講授的最大幅度分析法為大家建立正確的交易觀念,這次他會在 MOPCON 進一步告訴大家如何使交易觀念更清晰。
睿麒的 YouTube 頻道 => https://www.youtube.com/channel/UCnz2bP2TvQrWhxzVpQ-qRCA
第三位是黃正傳,程式交易Alex Huang 粉專的版主、期貨 H 模型發明人。他很早就因為發明出 H 模型財務自由了。而後也透過粉專、影片教授 H 模型的理論,最近更出書《高手叫我不要教的 H 模型》。這次他會帶大家來看程式與交易之間的鴻溝,要用量化來投資確實不是那麼簡單的。
Alex 的書 => https://www.tenlong.com.tw/products/9789869807234
第四位是顧家祈,台灣新創公司 hiHedge 創辦人暨 CEO,2016 年開始研發人工智慧交易員技術,是台灣第一家入選新加坡 StartupBootcamp FinTech 加速器的新創團隊。他會幫大家科普一下 AI,並說明 AI 用在投資領域,和過去傳統的 Quant 有什麼不同。
第五位是吳承宇,天鏡科技 AI 技術總監,天鏡科技是台灣做 Quant 的佼佼者,他們的產品是策略無限。承宇會講 Reinforcement Learning 在量化交易上的應用。
策略無限 => https://www.stranity.com.tw/information/landing
其他還有來自 AWS、微軟、聯發科、KKBOX、Verizon、Oracle 等 39 位講者涵蓋 AI、Mobile、Web、UI/UX、Agile、IoT、Startup、Remote Work 主題共 36 場議程 +18 場交流場次
15 個攤位滿足你求職、交友、互動的需求。
如此豐富的陣容,票價要多少呢?NT$800!只要 NT$800,你還不把握一年只有一次的參加機會嗎?
購票連結 => http://bit.ly/2LW35k5
新加坡式 透 天 mobile01 在 Rabbie 創業兔 Facebook 的精選貼文
「持續為貢獻台灣而努力,希望我們這一輩的小孩們長大後,可以和我們一樣,以做台灣人為榮」
#EnglishBelow 稍早台灣大哥大發布訊息,自 2019 年 4 月 1 日起將聘任為我為總經理,我的朋友們,以及長期關心我與 AppWorks 的媒體,一定會有許多疑惑,請容我在此統一向大家說明。
首先,我不是接下了台灣大總經理的職位,而是接下了整合市值美金 120 億、營收美金 38 億的台灣大與市值美金 36 億、營收美金 25 億的 AppWorks Ecosystem,放大出 10 倍成果的任務。
這得從我的故事說起,如果您還沒聽過的話,我原本已經移民美國,和老婆小孩開心的住在紐約,2008 年,我在美看到 iPhone、Android 相繼問世,Facebook、Twitter 等社群媒體成為主流,意識到軟體的力量將越來越大,而硬體將越來越沒有價值,換言之,台灣的國際經濟地位將受到極大挑戰,因此決定舉家搬遷回台,推動台灣的轉型升級,以免我熱愛的福爾摩沙從世界經濟奇蹟變成失落的遺跡。
這是一個很大的決定,不僅我要放棄自己的美國夢,老婆、小孩都得跟著改變職涯、學涯,因此既然要做,就得發揮最大的 Impact。所以回台之後,我每天思考、決定、努力的,都是最大化我對台灣的貢獻。
因此這些年來我戴了很多帽子,表面看起來沒什麼相關性,但背後都有一個共同的目的,那就是推動台灣的改變。首先,我長期寫網誌、經營 Facebook 等網路社群、在《天下》等期刊寫專欄、出書、演講、接受採訪,心想的是分享新知、新觀念,散播進步需要的養分。
我與夥伴們成立 AppWorks,有系統的幫助年輕人創業,為的是培養千千萬萬帶領台灣前進的下一代生力軍。這也是為什麼 AppWorks 從 2010 年啟動半年一期的創業加速器,至今一直堅持免費提供。目前 AppWorks Accelerator 共畢業的 17 屆、925 位創業者,由他們成立的活躍企業高達 328 家,2018 年產值 760 億,提供 9,500 個工作機會,非常確切的為台灣貢獻一股向上動能。更重要的是,這些創業者們因 AppWorks 而相識相惜,形成一個緊密互助的網路,更是社會的長期資產。
當 AppWorks 在台灣站穩腳步,2014 年我們開始積極走訪東南亞,邀請優秀的東協創業者前來加入,希望透過串連跨國創業者網路,促進台灣的區域化,同時貢獻東協的數位發展。經過 5 年的推動,這個工作也有大幅進展,即將在 3 月進駐 AppWorks 的 33 組 AW#18 團隊,將有高達 19 組來自東南亞,包含他們在內,AppWorks 有 160 家企業在台灣以外的大東南亞市場有據點,形成一個真正區域化的網路。現在,來自台灣、香港、新加坡的 AppWorks 創業者要前往印尼、越南發展,可以很容易的找到 AppWorks 校友帶路,大大降低了區域化的門檻。
除了創業加速器,透過 AppWorks,我們同時努力創造更多台灣改變需要的新典範。以創業投資為例,我們 2012 年成功募集 3.2 億 Fund I,2014 年募得 15 億 Fund II,在 AppWorks 團隊的努力經營下,目前兩支基金的投資績效都是水準以上,其中 Fund II 至今的年化內部報酬率 (IRR) 達 29%,遠高於歐美同期創投基金的 Top Quartile (前四分之一) 指標。透過追求與國際一流基金同等的表現,我們希望促進台灣 LP (創投投資人的簡稱) 更有信心支持本土新興 GP (創投管理公司的簡稱),進而推動台灣創投業的復甦。
2016 年,我們出資成立 AppWorks School,每 4 個月一期,免費幫助年輕人透過實作學習程式、轉職工程師、加入成長中的數位行業,提升他們的職涯的同時,也為台灣貢獻人才。目前 School 已畢業 106 位學生,其中 85% 成功轉職,第一年起薪中位數達 67 萬。雖然杯水車薪,但我們希望拋磚引玉,刺激台灣教育的現代化,幫助年輕人準備好面對 AI 時代。
此外,AppWorks 雖然仍是中小企業,但受到的關注較多,因此也經常以身作則,為台灣業界示範新時代企業可以有的新思維。除了看齊國際優質創投的薪資獎金水準、年假無上限、自由選擇工作時間地點、新年假期長達三、四週外,我們更在日前啟動交棒計畫,讓年僅 30 歲的 Jessica 劉侊縈、40 歲的 Andy 蔡欣翰升任合夥人,希望激發台灣企業勇敢讓年輕人當家。
私部門之外,有機會推動台灣轉型的公領域活動,我也積極參與。2016 年,我從詹宏志先生手上接下 TiEA (台灣網際網路暨電子商務產業發展協會) 理事長,上任後便努力推動網路電商正名運動,成功說服了櫃買中心創立電子商務分類;2017 年起我開始擔任亞洲·矽谷民諮委共同召集人、數位國家諮詢委員、代表台灣參加每年四次的 ABAC (APEC Business Advisory Council) 會議,2018 年又奉總統之命擔任 APEC Vision Group 代表,與其他 20 會員國派出的先進,一起定義 APEC 未來的 20 年願景。這些雖然都是義務工作,但我都當作正職全力以赴,因為都有機會大大影響台灣的命運,以及在經濟領域的國際能見度。
最後,我去年決定再次舉家,準備遷往雅加達,同樣還是以為台灣貢獻出發。我觀察到 2.6 億人口的印尼正在快速崛起,短短 5 年內從有限的新創活動,到 4 隻本土獨角獸加 3 隻外來獨角獸的蓬勃景況,必須要幫助台灣抓住這個成長機會,但印尼商業生態與台灣大不相同,所以我決定進駐雅加達、深耕當地,希望能因此扮演帶領 AppWorks 新創進入印尼的嚮導,縮短我們與世界第四大國、東南亞第一大國的距離。這麼做得犧牲一些我在台灣的工作,但這些工作多半我的夥伴們可以承接,因此我便毅然開始行動。
講了這麼多,我其實只是希望您能了解,我大老遠從紐約搬回來的目的就是改變台灣,所以這些年來我做決定沒什麼懸念,因為不需要考慮自己的利益,只需要考慮在這個時間點,我做這件事情,是不是最能貢獻台灣。
如此我們便可以回到正題,這次的「台灣大 + AppWorks」專案。
不久前,蔡明忠董事長約我談話,詢問我有沒有興趣接下台灣大總經理的職位,一開始我其實是無法答應的,首先我已經決定搬去印尼,再來我也不確定接這個位子,跟貢獻台灣的關係。回去想了兩整天後,我有了答案,我跟蔡董事長說,必須有四個先決條件:
第一,結合台灣大和 AppWorks,用 AppWorks 生態系去幫助台灣大轉型為科技企業,同時以台灣大為平台去加速 AppWorks 新創的成長,因此創造更多成功的企業,為台灣示範成熟企業如何與新創實際合作;
第二,由 AppWorks 帶路,推動台灣大 + AppWorks 走出台灣,成為一個大東南亞科技集團,為台灣企業的區域化寫下典範,同時也成為能加速 AppWorks 新創區域化的大平台;
第三,以建立一個市值 1,000 億美金 (US$ 100B) 的科技集團為目標,創造第一個由台灣出發、真正達到國際級的非代工企業;
第四,所有因為台灣大 + AppWorks 集團未來的價值成長,公司依規定希望給予我個人的獎勵,要能全數由集團捐為公益使用,且專注在推動台灣的教育改革與電影工業上。
我跟蔡董事長說,如果以這四個目標為前提,那就值得我花 10 到 15 年的生命去推動。這基本上是我的夢幻清單,如果這麼做的話,能為台灣創造的貢獻,比 AppWorks 繼續獨立營運還會巨大許多,想不到蔡董事長毫不猶豫的答應。也因此,我回頭與 AppWorks 的夥伴們溝通,得到大家的支持後,我們決定一起接受這個挑戰。所以開頭我說,我不是接下了台灣大總經理的職位,而是接下了整合台灣大與 AppWorks,放大出 10 倍成果的任務。
當然,這不是一件容易的工作,發展新的商業模式,我或許有 20 年的創業、工作經驗作為後盾,但對於管理電信事業,對於領導一個 7,000 人的大集團,我有太多需要學習的地方,所以,我請蔡董事長務必持續扮演我的 Partner,在這個過程中一起確保電信本業的營運,好讓我們有最大的空間與時間,去爭取新事業的發展,為所有「台灣大 + AppWorks」的 Stakeholders,爭取最佳的長期利益。
未來幾年,將是電信業轉型的關鍵時期,去年 499 之亂加速電信用戶 ARPU (平均每戶營收) 的下滑,消費者換機時間拉長導致手機營收停滯,接下來資本支出是 4G 近 4 倍的 5G 即將到來,更讓電信長達 20 年紅利時代難以延續,AI、IoT、Blockchain、Cloud 等巨型典範轉移接連的到來,進一步逼迫電信業者不能繼續防守。
另一方面,電信業已經建立的品牌、長期客戶關係、大量用戶數據,卻是極有價值,可以更全面應用的資產。透過台灣大 + AppWorks 的結合,目前已經產生 760 億年營收的 AppWorks 的 328 家新創,以及未來將持續培養的更多新興企業,都有機會透過與台灣大的合作加速成長,而台灣大也能因此取得新的營收引擎,創造雙贏的局面。
所以,在可預見的未來,AppWorks 的方向不會改變,我們將持續邀請優秀的創業者加入,透過 AppWorks 原有的能量,以及新增的台灣大平台幫助他們。AppWorks 基金的營運也不會改變,事實上,加入了台灣大的能量,我們有信心能為 LP 們創造更好的財務、策略報酬。我的角色,除了新增台灣大總經理以外,也沒有改變,將持續擔任 AppWorks 的董事長、合夥人,戮力確保台灣大 + AppWorks 的整合能順利成功、長長久久,創造多贏。唯一改變的,大概是我的工作時間將會增加,因此要犧牲與家人的相處,在此先跟偉大的老婆、兩個可愛的兒子道歉,感謝他們對這個決定的支持與諒解。
至於搬遷至雅加達、引導更多 AppWorks 新創進軍印尼的計畫,很遺憾必須暫緩,所幸 AppWorks 的新任合夥人 Jessica (劉侊縈),已經承諾會扛起這個責任,相信在她的帶領下,AppWorks 的印尼計畫還是能夠大鳴大放、開花結果。
以上,就是針對此次台灣大 + AppWorks 的重大發展,向各位好友、媒體朋友的報告,懇求你們的支持。無論如何,我會持續為貢獻台灣而努力,希望我們這一輩的小孩們長大後,可以和我們一樣,以做台灣人為榮。
最後,預祝 您
新年快樂 諸凡順遂
助君張目 豬滿福保
Earlier today, Taiwan Mobile published an announcement communicating their intention to appoint me as the company’s general manager as of 4/1/2019. I’m sure this announcement may come as a surprise to many of my friends in the startup community, likely leaving you all with ample questions, concerns, and potentially even doubt. Let me take the opportunity to clarify the situation and explain the reasonings behind my decision for everyone.
Firstly, I must clarify that I am not merely taking over as GM of Taiwan Mobile, but taking on the bigger job of integrating Taiwan Mobile, a $12B market cap & $3.8B revenue company, and AppWorks, a $3.6B valuation & $2.5B revenue ecosystem, to amplify our impact by 10x.
But to adequately understand where we’re going, I think it’s important for everyone to know where we’ve come from. This begins with my story—for those of you that haven’t heard it before—which dates back to my time living in New York. It was around 2008 when I saw the launch of iPhone and Android, as well as the advent of Facebook, Twitter, etc, collectively catapulting social media into mainstream use. It was clear that software was increasingly taking over the world while the value of hardware was becoming more and more commoditized. This posed a dire existential threat to Taiwan, whose global economic contributions had been primarily driven by hardware and semiconductor manufacturing. This eventually prompted my resolve to move back to Taiwan and prevent our country from becoming a relic of the past.
This was by no means an easy decision. Not only did I have to give up my American dream, but my wife and child would have to completely uproot their lives, changing jobs and schools. It was a huge sacrifice on their end, so after moving back I dedicated myself to working hard every day to maximize my contribution to Taiwan and exert the greatest impact possible.
I have worn a lot of hats since, and it may seem that there is no correlation on the surface. But, there is indeed a common purpose behind them, which is to promote change in Taiwan. First of all, I have long written posts and columns in online communities such as my own blog, Facebook, and journals like “The Commonwealth Magazine,” while also giving speeches and interviews for a variety of outlets whenever possible. I see these activities as a way to share new knowledge, new ideas, and disseminate the nutrients needed for progress.
I set up AppWorks with my partners to systematically help young people start their own businesses and cultivate the next generation of business leaders that will steer Taiwan forward. That's why AppWorks started its semi-annual startup accelerator in 2010, and has been offering it for free ever since. With the addition of the latest batch AW#17, the AppWorks Ecosystem encompasses 328 active startups and 925 founders, having collectively generated US$ 2.5 billion in revenues and created 9,586 jobs—not an immaterial contribution to Taiwan’s economy needless to say. More importantly, we’ve created a tight-knit community where founders can form lifelong relationships, while seeking advice from both peers and mentors in good times and bad. I see that as a long-term value to society.
Once AppWorks took a firm foothold in Taiwan, we began targeting Southeast Asia in 2014 to invite outstanding ASEAN entrepreneurs to join us. We hope to promote Taiwan's regionalization through a network of international founders, and in turn, facilitate the development of SEA’s digital economy. We've made significant strides these past five years. AW#18 will kick off in March 2019, and consists of 33 teams, 19 of which hailing from countries across SEA and beyond. Spanning our entire ecosystem, AppWorks encompasses 160 companies currently operating in Southeast Asia, forming a truly regional network. Now, AppWorks founders from Taiwan, Hong Kong, and Singapore are expanding to Indonesia and Vietnam, and it is easy to find local AppWorks alumni to lead the way, greatly reducing the barriers for international expansion.
In addition to AppWorks Accelerator, we have been working hard to create more examples for a modern Taiwan. Taking venture capital as an example, we successfully raised US$ 11 million for Fund I in 2012 and US$ 50 million for Fund II in 2014. Under the efforts of the AppWorks team, the investment performance of the two funds is currently above the industry average, of which Fund II has achieved an annualized internal rate of return (IRR) of 29%. This is much higher than the top quartile of VCs in both Europe and the United States. By pursuing the same performance as international first-class funds, we hope to encourage Taiwanese LPs (short for venture capital investors) to be more confident in supporting local emerging GPs (short for venture capital management companies) and to promote the recovery and ultimate longevity of Taiwan's VC industry.
In 2016, we created AppWorks School with the aim of helping the younger generation pick up new skill sets, enhance their careers, and join the growing tech industry. The school offers four-month free programs and has now graduated 106 students, 85% of whom have secured jobs as software engineers, with a median starting salary of US$ 21,833. Although our scale is still tiny compared to larger institutes, we hope our efforts have inspired others to promote the modernization of Taiwan’s education system and equip young people with the necessary skills to thrive in the AI era.
In addition, although AppWorks is still a small to medium-sized enterprise, it has received a lot of attention. Therefore, it often leads by example and demonstrates how to apply new thinkings to modern corporate management. In addition to internationally-competitive salaries, our colleagues enjoy flexible working hours and locations, unlimited vacation days, and several weeks off around Chinese New Year. AppWorks also recently launched an internal promotion track, promoting two of our very own staff to partners, Jessica Liu (30) and Andy Tsai (40). We hope that this move will also create a ripple effect across traditional Taiwanese industries, inspiring more local enterprises to put their faith in younger leaders.
Alongside the private sector, I am also actively involved in promoting Taiwan’s transformation through public sector activities. In 2016, I took over as chairman of TiEA (Taiwan Internet and E-Commerce Association) from Mr. Hung-Tze Jan (詹宏志). After taking office, I have worked hard to promote our industry and successfully convinced government cabinet members to create a separate category for e-commerce companies, which didn’t previously exist in Taiwan’s stock market. Since 2017, I have been the co-convenor of the Asia-Silicon Valley Development Agency Advisory Committee, advisor of DIGI+ Taiwan, and the country’s member in ABAC (APEC Business Advisory Council). Most recently in 2018, I was appointed by the President to represent Taiwan in the APEC Vision Group, where 21 member states come together to define APEC's vision for the next 20 years. Although these are all voluntary work, I have treated them as full-time jobs because they produce opportunities that can greatly influence Taiwan’s future.
Finally, last year I was prepared to uproot my family again and move to Jakarta. With a population of 260 million people, I observed that Indonesia was a rapidly emerging economy, producing many areas where Taiwan and Taiwanese companies can contribute. In the span of just five years, Indonesia went from a barren startup landscape to producing four local unicorns and attracting the presence of three international unicorns. Although the opportunities are abundant, Indonesia’s ecosystem was much different from Taiwan’s, creating immense cultural, regulatory, and competitive barriers for Taiwanese companies. I had thus planned on relocating to Jakarta in hopes of better leading AppWorks startups into Indonesia and shortening our distance from the world’s fourth most populous country and GSEA’s biggest economy. I would have had to sacrifice some of my roles and responsibilities in my Taiwan, but I put faith in my partners and co-workers to fill the void.
With all that said, I want you to understand that the underlying mission to change Taiwan has never faltered. With this mission in mind, I’ve never hesitated in making decisions over the years because I’ve never needed to consider my own interests—but only the things I can do at the moment to best contribute to Taiwan and generate the most impact. It’s what prompted my resolution to move back from New York, my intent to move to Jakarta, and now my decision to take on this new opportunity with “Taiwan Mobile + AppWorks.”
Not long ago, the Chairman of Taiwan Mobile Daniel Tsai reached out and asked if I was interested in taking over as General Manager of Taiwan Mobile. At first, I was unable to take his offer because I was getting ready to move to Indonesia and I didn’t know how this would contribute to making Taiwan better. After allowing myself a few days to contemplate, I found an answer. I told Chairman Tsai that I would take on the position, but only if I can pursue these 4 ambitions:
First, leverage the AppWorks ecosystem to help transform Taiwan Mobile into a true technology company. At the same time, leverage Taiwan Mobile as a platform to accelerate the growth of AppWorks startups, thereby creating a successful collaboration template for other Taiwan & SEA large corporations to work with startups.
Second, with AppWorks leading the way, establish Taiwan Mobile + AppWorks into a regional technology group across Greater Southeast Asia, in turn, inspiring other Taiwanese companies to explore Southeast Asia as well as becoming a platform for startups to go regional.
Third, build Taiwan Mobile + AppWorks group to a market cap of US$ 100 billion and create the first non-OEM company that originates from Taiwan and truly reaches a global scale.
Fourth, throughout the process, all the bonuses I am entitled to shall be donated by the group to public welfare, focusing specifically on promoting education reform and the film industry in Taiwan.
I told Chairman Tsai if these are the goals, it’s worth dedicating the next 10 - 15 years of my life to achieve. This is basically my dream list. If I do this, the contribution to Taiwan and the GSEA region as a whole from the combined entity will be much greater than the continued independent operation of AppWorks. Chairman Tsai agreed on these four goals and gave me his promise, but it was still not a decision that I could make on my own--after all building AppWorks into what is it today was not something I did alone. Therefore, I went back to communicate with the AppWorks partners and team, and with everyone's support, we decided to accept this challenge together.
Thus, at the beginning of the post, I said, that I am not only taking over the position of Taiwan Mobile’s GM, but undertaking the task of integrating Taiwan Mobile and AppWorks to amplify our impact by 10x. Of course, developing a completely new business model is not an easy job. I may have 20 years of entrepreneurship and work experience under my belt, but I still have much to learn when it comes to managing a massive telecoms operation with over 7,000 people, most of whom are much more familiar with the industry than me. Therefore, I asked Chairman Tsai to act as my partner through the process to ensure the continued operations of the telecoms unit. This will enable more time and space to develop new businesses, benefiting all “Taiwan Mobile + AppWorks” stakeholders in the long run.
The telecoms industry will likely undergo a crucial transformation in the next few years. Last year’s “NT$499 war” accelerated the decline of telecom subscribers’ ARPU (average revenue per household). Longer replacement periods for smartphones have led to the stagnation of mobile phone revenues and the rollout of 5G will cost four times the capex as 4G. These factors all threaten the industry’s ability to maintain the fluid growth it’s experienced for the past 20 years. Furthermore, the arrival of paradigm shifting technologies such as AI, IoT, Blockchain, and Cloud have put all telecom operators on the defensive.
On the other hand, the telecoms industry has established brands, long-term customer relationships, and a massive amount of user data—all valuable assets that can be better maximized. Through the combination of Taiwan Mobile + AppWorks and the 328 startups that AppWorks has cultivated, all emerging startups will be able to look to the combined platform as a strategic engine for cooperation and growth. This is will also enable Taiwan to develop new sources of value creation--a win-win for both sides.
Therefore, in the foreseeable future, AppWorks will not change direction. We will continue to invite outstanding entrepreneurs to join our accelerator, staying true to the original ethos of AppWorks, while leveraging the new Taiwan Mobile platform to help them. The operation of AppWorks Funds will not change. In fact, with the backing of Taiwan Mobile’s resources, we are confident that we can create better financial and strategic rewards for LPs. My role at AppWorks will not change. I will continue to serve as a partner of AppWorks. I will ensure that the integration of Taiwan Mobile + AppWorks will be a successful, long-lasting win-win situation for all stakeholders involved. The only change is probably that my working hours will increase, effectively cutting into my family time. So first, I must apologize to my great wife and two lovely sons, and thank them for their continued support and understanding of this decision.
As for the plan to move to Jakarta and guide more AppWorks startups to enter Indonesia, regrettably it must be suspended. Fortunately, Jessica Liu, AppWorks’ newest partner, has promised to take up this responsibility. I believe that under her leadership, AppWorks' Indonesia initiative will still be able to make a big splash and develop fruitfully.
Hopefully, this post has provided you with all the relevant details regarding the Taiwan Mobile + AppWorks announcement. To friends and media, I sincerely appreciate your continued support. At any rate, I will continue to work hard to contribute to Taiwan. I hope that the children of our generation will grow up and be proud of being Taiwanese.
Finally, I wish everyone all the best. Have a wonderful and prosperous pig year!