6 1. Civilization expansion

For an investor, the most useless and useful part is macro research. It is useless because even if you can penetrate the world, you may not be able to make a good investment. It is useful because macro is the environmental support for the continuation of micro-events.

Macro research can't avoid history. Although it may be modified sometimes, it is random, but at least it is the only reference we can achieve. The importance of understanding this point lies in keeping us alert to history, having a sense of crisis in application and avoiding inertia thinking.

The human world is great because we have constructed abstract concepts, such as countries and companies. Hundreds of years ago, the concept of a country existed in some places. These concepts have two sets of core logic, one is based on genetic markers such as family, clan and nation; The other is the cooperative relationship based on cooperation and the positioning of regional resource efficiency, such as religious beliefs, regional provinces, countries, societies and companies with polarized values. The former is a basic form of civilization, and the latter is a secondary form of civilization or an extended form of civilization. Let's discuss the expansion of traditional civilization:

1. A new civilization is always related to the location environment, which shapes the style of civilization.

2. Civilization is essentially an organizational form of human society, which has changed the productive forces.

3. Explicit civilization usually comes from the customer service of ethnic groups in difficult environment and solidifies into competitive advantage internally.

4. The environment promotes science and technology, which improves productivity, increases the distributable resources of society and releases primitive desires. There are two roads here. One is the long-term path: the original intention is to stimulate the gene continuation strategy to increase the population base, and the population increase leads to the upgrading and expansion of the demand for environmental resources (resource production); The second is the short-term path: in order to satisfy individual desires, the surrounding resources are invaded (resource plunder). However, no matter which path is external, it is an extended attribute.

Only the first expanding civilization has destructive power, so it is impossible to dominate the world by "second glory" unless it has evolved into another new civilization. Because human beings have their own biological attributes, in the final analysis, they are only one kind of biology, so there are also biological laws. This expansion is similar to the spread of viruses. The first kind of communication is invincible because there is no recognition ability and no resistance around it. However, with the establishment of the social behavioral immune response of the surrounding ethnic groups, the expansion advantage is constantly weakened by hedging, and then it enters Nash equilibrium.