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文化不是一套信仰,伊索克小姐。
Culture is not a set of beliefs, miss Issoke.
而是一套行为。
It's a set of actions.
本说,你欠我20美元。
And Ben says, you owe $20.
好的。
Okay.
于是我伸手去拿我的钱包。
So I reach into my wallet.
你知道,当时的惯例是把现金放在桌上。
And, you know, the norm was you put the cash on the table.
对。
Yeah.
于是我伸手去拿钱包,结果不幸的是,我身上只有一张100美元。
So I reach into my wallet and I pull out and I unfortunately only had a $100.
我把它拿出来,本看到了,说:我们不找零,混蛋。
And I kind of pull it out and Ben sees it and he's like, we don't make change, motherfucker.
如果
If
如果你迟到了五分钟、十分钟,你可以说你尊重打造一家公司意味着什么,但你其实并不真正尊重打造一家公司意味着什么。
you show up five minutes late, ten minutes late, then you can say you have respect for what it means to build a company, but you don't really have respect for what it means to build a company.
因为如果你真的尊重,就不会这么做。
Because you wouldn't do that if you did.
你知道吗?
You know what?
宁可正确,也不要一致。
It's better to be right than consistent.
今天,您将听到2023年8月的一期节目,内容来自我们的生物与健康构建大会的独家音频,包括a16z联合创始人本·霍洛维茨与生物与健康领域普通合伙人豪尔赫·孔德的对话。
Today, you'll hear an episode from August 2023 featuring exclusive audio from our Bio and Health Build Conference, including a conversation between A16Z co founder Ben Horowitz and Bio and Health general partner Jorge Conde.
他们讨论了从本的著作《艰难事物的艰难之处》的创作灵感,书中包含了一个关于开放互联网如何被保障的精彩故事,而结果远非板上钉钉。
They discuss everything from the inspiration behind Ben's book, The Hard Thing About Hard Things, which includes a powerful story about how open Internet was secured and how the outcome was far from guaranteed.
你还会听到关于历史上令人惊讶的领导者、战时与和平时期CEO的区别、真正构建文化意味着什么,以及生物与医疗健康创新与其他类型技术的关键差异。
You'll also hear about surprising leaders from history, the difference between wartime and peacetime CEOs, what building culture really means, and the key differences between bio and health care innovation versus other types of technology.
让我们开始吧。
Let's get into it.
早上好。
Morning.
今天天气真好。
Beautiful day today.
显然,你知道,本根本不需要什么介绍,但我还是说一下吧。
So obviously, you know, Ben really doesn't need much of an introduction, but I will Yeah.
他们拥有谷歌。
They have Google.
但是
But
你什么都做过了。
you've done everything.
对吧?
Right?
你创办过公司。
You've been the founder of companies.
你当过CEO、风险投资人、畅销书作者。
You've been a CEO, venture capitalist, best selling author.
你知道,对我来说,令人惊叹的一件事是,当我走访那些我们有幸投资的创始人和公司时,我经常看到有人手里拿着《艰难时代的艰难之事》这本书,或者
You know, one of the things that to me is incredible is as I go and visit founders, companies that we're fortunate to be investors in, more often than not, I see a copy of The Hard Thing About Hard Things or
是的。
Yeah.
当事情变糟时,就是我的时刻。
When things go bad, it's my time.
而且
And
我 personally可以告诉你,当我还是创始人、CEO的时候,我就读过《艰难时代的艰难之事》。
I will tell you, on a personal note, I picked up The Hard Thing About Hard Things when I was a founder, when I was a CEO.
我当时已经挣扎了七年。
I was about seven years into the struggle.
你所说的那种大写的挣扎。
Capital S struggle, as you call it.
是的,Startbook。
Yeah, Startbook
这种挣扎可能会持续很久。
can last a long time.
是啊,老兄。
Yeah, man.
这很痛苦。
It was painful.
对我来说,读起来很难受。
And for me, it was a hard read.
是的。
Yeah.
你知道吗,对我来说,那本书甚至算不上一本书。
You know, I will say like that book, it wasn't even a book for me.
更像是一种干预。
Was like an intervention.
就像我需要它一样。
Like I needed it.
你说了那些我感受得到却无法表达出来的话。
You said the things that I was feeling that I couldn't articulate.
所以谢谢你。
So thank you.
谢谢你写下了它。
Thank you for writing it.
嗯。
Yeah.
那本书的很大一部分内容,其实就是大家都有感受却没人愿意说的事。
That was a lot of the book was, you know, the things that everybody was feeling and nobody was willing to talk about.
嗯。
Yeah.
写起来难吗?
Was Was it hard to write or
有没有某个时刻,它自然而然地涌现在你笔下?
did it sort of flow out of you at some point?
不,不,不。
No, no, no.
我只是对人们描述创业的方式感到非常愤怒,所以写起来很容易。
I was just like so mad about how building a company was being described that it was easy to write.
你知道,当你带着愤怒写作时,就会很顺畅。
You know, when you write in a fit of rage, it's easy.
这是充满灵感的写作。
It's inspired writing.
是的。
Yes.
有灵感的写作。
Inspired writing.
所以让我们聊聊
So let's talk a
稍微谈一谈写这本书背后的深层动力。
little bit about, you know, sort of the underlying fire behind writing that book.
你觉得在成为创始人、首席执行官和领导者的过程中,你学到的最重要或最关键的教训是什么?
What would you say are some of the the biggest or most important lessons that you learned along the way in terms of being a founder, a CEO, a leader?
嗯。
Yeah.
这很有趣。
So it's interesting.
我一直在思考这个问题。
I was thinking about this.
最大的教训其实是,我会花点时间讲这个,因为它与当今的主流观点恰恰相反。
The biggest lesson is actually, and I'll spend some time on this because it's a counter lesson to, I think, today's conventional wisdom.
你知道,现在大多数人不再认同的那种想法之一,就是所谓的历史伟人理论,即历史是由某些人做某些事推动的,而这种观点已经被另一种看法取代——即有巨大的文化力量在推动历史。
So, you know, like one of the things that most people no longer agree with that kind of wants is this whole like great person of history theory, where like history is moved by certain people doing certain things and it's kind of been replaced with these, you know, there are these big cultural forces that move it.
几年前,或者也许是十年前,奥巴马发表过一次演讲,他说,‘你并不是自己创造的。’
And then there was a speech Obama gave a few years back or maybe ten years back now where he said, you know, it's like, you didn't build that.
这两种说法都有其真实性,也就是说,没错,你不可能独自创办一家公司。
And there's truth in both of them, which is, well, yeah, you can't build a company by yourself.
没错,确实存在各种文化力量。
And yeah, like there are cultural forces.
但我认为这两种说法都不完全正确,因为如果你真的创办过公司,你会发现,很多人其实是可以被替代的,但有少数人一旦离开,事情就完了。
But I think that neither is quite true in that if you've kind of built companies, what you realize is there's a lot of people who you can replace, and then there's a few people who if they go, that's it.
一切都结束了。
It's game over.
公司也就完了。
That's end of the company.
而这通常就是创始人。
And that's, you know, quite often the founder.
让我给你讲几个故事,说明在某个时刻的个人努力如何改变了世界的走向。
And let me give you kind of like a couple of stories on how an individual effort in a moment in time kinda changes the outcome for the world.
当我们还在网景公司的时候,很多人已经不记得了,但当时互联网并不是板上钉钉的事。
So when we were at Netscape, and a lot of people don't remember this anymore, but the Internet was not a fait accompli.
互联网并不是理所当然就会出现的。
Like, the Internet wasn't, like, automatic.
它并不是注定会发生的。
It was gonna happen regardless.
这完全不对。
That's not true at all.
事实上,如果你回溯过去,能找到比尔·盖茨1995年出版的《未来之路》第一版——那是在Mosaic浏览器等技术问世多年之后。
In fact, if you go back and if you can get your hands on the first edition of Bill Gates' book, The Road Ahead, which was published in 1995, right, many years after like the Mosaic browser and all that.
这本书讲的是未来,却一次都没有提到‘互联网’这个词。
It's a book about the future, and it doesn't mention the word Internet not one time.
他提到的是另一个东西,叫‘信息高速公路’,那是他和拉里·埃里森试图以专有方式构建的东西。
He refers to something else, which was called the information superhighway, which was something that he was trying to build, Larry Ellison was trying to build in a proprietary way.
当时是1995年初,竞争非常激烈。
And it was very competitive kind of at the time in, you know, early ninety five.
当时大多数人、大部分媒体以及世界上绝大多数人都认为互联网不会成功,因为它只是一个奇怪的学术网络。
And most people and most of the press and most of the kind of people in the world thought the Internet wouldn't make it because it was a weird academic network.
你知道,上面都是些教授。
You know, it was a bunch of professors on it.
而且最重要的是,它没有任何安全性。
And most of all, it had no security.
当时人人都知道,一旦协议已经广泛部署,就不可能再事后添加安全性。
And everybody knew then that you couldn't put security into a protocol after the fact, particularly if it was widely deployed.
你在说什么呢?
What are you talking about?
它永远不会成功的。
It's never gonna work.
所以,比尔·盖茨打算以一种专有的方式掌控互联网,就像Facebook掌控社交网络那样。
And so, you know, Bill Gates was gonna own the Internet in a proprietary way, much the way like Facebook owned social networking or that kind of thing.
我记得很清楚,因为当时网景公司有个叫基普·希克曼的人。
And I remember it clearly because, you know, we had this guy at Netscape by the name of Kip Hickman.
关于他有个传说,我非常了解,因为几年前我和他在硅谷图形公司共事过。
And there was this legend behind him, which I knew very well because I was at Silicon Graphics with him, you know, years before.
吉姆·克拉克是我们那位非常热情的创始人,我们无法让操作系统在SGI的新型多处理器机器上运行。
And Jim Clark, who was our kind of, like, very excitable founder, we couldn't get the kinda operating system to work on the SGI machine on the new multiprocessor machine.
吉姆不断招聘和解雇工程师,包括发明了Bourne shell的史蒂夫·伯恩——如果你是Unix高手的话,你应该知道这个人。
And Jim kept hiring and firing engineers, including, like, Steve Born who invented the Born shell, you know, for those of you who are Unix heads.
他解雇了史蒂夫·伯恩。
And he fired Steve Born.
他说:不行。
He's like, no.
他就是搞不定。
He couldn't get it to work.
而基普·希克曼却把它解决了。
And Kip Hickman got it to work.
于是,基普·希克曼在硅图公司,吉姆·克拉克对他说:基普,你必须保护互联网。
And so Kip Hickman's at Silicon Graphics, and Jim Clark says to him, Kip, you have to secure the Internet.
就是这样。
Just like that.
就像他说的那样:你必须保护互联网。
Like, that that was like, you have to secure the Internet.
基普在三个月后带着SSL返回了,将SPECT集成到产品中,这改变了局面。
And Kip came back in three months with SSL, like SPECT implemented in the product, and that changed it.
这基本上标志着互联网战胜了微软的专有网络的开端。
And that was like basically the start of the Internet beating the Microsoft proprietary network.
如果微软赢了,内森·默沃尔德早就说过,我们要对互联网上的每一笔交易收取一笔费用,这是一种黑手党术语。
If Microsoft had won, Nathan Merwold had already said, we're gonna take a vigorous, which is a kind of mafia term, basically a cut of every transaction on the Internet.
你想想,那将会是一个完全不同的世界。
And you go, well, that would have been a very different world.
而我们实际上已经看到了这种情况的发生。
And we've actually seen that play out.
对吧?
Right?
比如,智能手机本可以是开放的,但没人在这方面做到这种程度。
Like, the smartphone could have been open, but, like, nobody stepped up to that degree on the open thing.
我们每下载一个智能手机应用都要支付30%的费用。
And we do pay a 30% tax on every single application we get on the smartphone.
你是说通过苹果商店吗?
You mean through, like, through the Apple Store?
对。
Yeah.
通过苹果商店。
Through the Apple Store.
所以事情真的可以改变。
So things can really change.
而且,你知道,没错。
And, you know, so yeah.
埃隆·马斯克,你知道,他并不是特斯拉的创始人,也没有办法靠那些人把车造出来。
Elon Musk, you know, he didn't start Tesla, and he couldn't build it with all those people.
但要是他没有那么疯狂地筹钱、四处奔走,去挑战福特和通用汽车——那简直是疯狂到极点的事——电动车的发展还要再等多久?
But, like, if he hadn't, like, been so crazy and raised all that money and so forth and taken on Ford and GM, which was, like, the most psycho thing you could ever do, Like, how much longer for electric cars?
可能还得再等十年、二十年。
Would have been, you know, ten years, twenty years.
所以,我学到的最重要的一课就是:如果在那个关键时刻,创始人或那个人没有挺身而出,世界就会变得不一样。
And so, you know, a lot of the biggest lesson that I have is if in that moment, the founder or the person doesn't step up, then the world is different.
看看在座的每一位创始人,如果你不去解决医疗体系的问题,不去研发那种药物,也许未来会有人去做,但在这期间会有多少人死去?
And look, for everybody here who's a founder, if you don't fix the healthcare system, if you don't kind of produce that drug, like maybe somebody will do it in the future, but how many people are gonna die in the meanwhile?
你知道,世界真的会因为个人的努力而改变,这大概也是我创办这家公司的最主要原因——就是为了传递这个信息。
And you know, the world really does change on individual efforts, and that's probably the biggest reason, you know, I wanted to start the firm was just to get that message out.
这真了不起。
That's remarkable.
而且令人惊叹的是,你能举出这么多具体例子,说明创始人如何改变了世界。
And it is incredible that you can pick sort of specific examples of where a founder did change the world.
这是一个很好的教训。
And that's a great lesson.
说到伟大的创始人,你的作品中经常提到很多历史人物。
Speaking of great founders, you make a lot of historical references in your work.
你知道,在历史上,有哪些让你觉得出人意料的领导者,值得向这里的人们提及吗?
You know, who's a surprising leader in history that you would highlight to folks here?
有没有一些来自意想不到人物的独特教训,我们可以从中汲取?
And are there any sort of unique lessons that we can draw from an unsuspecting figure, if you will?
是的。
Yeah.
我写得最多的一个人物是图桑·卢维杜尔,他是海地革命的创始人,这场革命是人类历史上唯一一次成功的奴隶起义。
So the one that I've probably written the most about is Toussaint Louverture, who was the founder of the Haitian Revolution, which is the only successful slave revolt in human history.
我不知道其他物种是否有奴隶。
I don't know if there's other species that have slaves.
但他非常了不起,他生来就是奴隶,但他发现了一些非常特别的东西,他就像一个极其聪明的人。
But he was really remarkable in that he was born a slave, but the kind of very special thing that he figured out, and he, you know, like a very like a super smart guy.
我的意思是,他能获得那个位置的部分原因是他太聪明了,以至于种植园的主人说:‘哇,你比这里所有人都聪明。’
I mean, part of the the reason he got into that position is he was so smart that the guy running the plantation was like, wow, you're smarter than everybody else here.
我就让你来管了。
I'm just gonna let you run it.
你知道,刘差不多接管了,并且成了那个人的司机。
You know, Liu kinda take over and he became the guy's driver.
所以他经常进城,与当时正在争夺这个岛屿的各个欧洲人会面。
And so he would go into town and meet all the various Europeans who were kind of fighting over the island at the time.
他基本上学会了欧洲文化。
And he basically learned European culture.
通过理解欧洲文化中的所有事物,以及奴隶文化中的所有事物,他成功地建立了一支军队,而此前没人能做到这一点,因为奴隶文化很难转化为军事文化——这是一种信任度极低的环境。
And by understanding all the things in European culture and then all the things in slave culture, he was able to take a culture that nobody had been able to create a military out of because slave culture is very difficult, military culture because it's a very low trust environment.
而且在
And in
军队中,你必须能够信任命令,才能完成任何事情。
the military of course you have to be able to trust the orders in order to get anything done.
因此,杜桑能够将两者融合,通过这种方式,他组建了一支庞大的军队,击败了岛上的英国、法国和西班牙势力,夺取了整个岛屿。
And so Toussaint was able to merge the two and by doing that he ended up building with this massive army and defeating the British and the French and the Spanish on the island and taking the whole thing.
讽刺的是,这最终成了他的致命弱点,因为他为了创造这种混合文化,将欧洲人纳入了自己的军队。
And it ended up actually being his downfall very ironically in that because he incorporated, you know in doing it he would incorporate Europeans into his army to kind of create this hybrid culture.
正是这一点让他的敌人最终找到了机会,将他交给了拿破仑,那就是
And that's how his enemies unhooked him at the end and turned him over to Napoleon and that was the
杜桑的终结。
end of Toussaint.
而
And
他们最终终结了这种非常先进的文化。
they kind of ended that culture which was a very advanced culture.
因此,当杜桑统治海地时,他们的出口收入实际上超过了美国。
So when Toussaint was running Haiti, they actually had more export income than The United States.
所以他建立了一个相当了不起的经济体系等等,但算了。
So he had built like a pretty amazing economy and so forth, but oh well.
非凡。
Remarkable.
但最终并没有成功。
It didn't work out in the end.
但这真是一个难以置信的故事,讲述如何从一些人们原本认为不会奏效的元素中构建出一个组织。
But like it was an unbelievable story of how you build an organization out of, you know, kind of elements that people might not think would work.
当然,我想回到文化这个话题,因为在这次活动的过程中,文化的重要性在多个小组讨论中都出现了。
So I wanna of course come back and touch on culture because one of the things that's been remarkable is over the course of this event, the importance of culture has come up on various panels.
所以我想确保我们能回到这一点。
So I wanna make sure we get back to that.
但在转向文化之前,你刚才谈到了海地的军队。
But before we'd shift to culture, you're talking about the army in Haiti.
你写了很多关于战时和和平时期的内容。
So you've written a lot about wartime and peacetime.
关于战时CEO和和平时期的一号人物,对于可能没看过你相关论述的人,你能解释一下你的意思吗?
The wartime CEO and So the peacetime number one, for folks that may have not seen your words on that, you define what you mean by that.
当然,接下来显而易见的问题是:我们现在处于战时吗?
And then of course the obvious follow-up question is, are we in wartime now?
我们是不是,我猜答案大概率是肯定的。
Are we, which I assume the answer is probably.
如果是的话,那么CEO和创始人应该如何思考这个问题呢?
And if so, you know, how should CEOs, founders be thinking about that?
是的,我在那篇帖子中引用了一句说唱歌词,我觉得它很好地描述了这一点:‘你真幸运我不是总统,否则我早就按下那个该死的按钮,了结一切,别再拖延、谈判了。’
Yeah, I had a rap quote on that post, which I think describes it well, which is, You're lucky that I ain't the president because I'd push the fucking button, get it over with fuck all that waiting and procrastinating and all that goddamn negotiating.
这正是战时心态的写照——我们直接行动,不再多谈。
And that's kind of like the mentality of the wartime, like we're just going, we're done talking.
最好的理解方式是,想象你在建立一支和平时期的军队,用来应对与苏联的冷战。
Kind of the best way to think about it is imagine like you're building like a peacetime army to fight the cold war against the Soviet Union.
你有一套明确的士兵形象标准,也有将军的选拔标准。
And you've got a profile for like what a soldier should look like and who should be a general.
你有OKR和KPI,有应对冷战的战略,以及需要研发的各种武器装备等等。
And you've got OKRs and KPIs and a strategy for fighting the cold war and all the kinds of things, the kinds of weapons you need to build and all this stuff.
然后有一天你醒来,发现你在和ISIS作战。
And then one day you wake up and you're fighting ISIS.
那么,那些旧的东西还有多少是正确的?
And like how much of that old stuff is right?
也许全都不对。
Maybe none of it.
那些旧时代的人中,有多少能真正去打ISIS?
How much of those old people are gonna be the people who can actually fight ISIS?
不是所有人都行。
Not all of them.
但你知道这一点,而别人却不知道。
But you know that and nobody else knows that.
那么,你该如何把这支军队从那里带到这里?
And so how do you get the army from there to here?
这在很大程度上就像那些重大的宏观经济转折时发生的情况。
And that's a little bit kind of what happens in these big macroeconomic turns.
对吧?
Right?
你为这个高增长环境搭建了整个体系,但突然间,它不再是高增长环境了。
You set up this whole thing for this high growth environment, and then all of a sudden it's not a high growth environment.
但团队仍然沿用旧策略、旧KPI、旧OKR和旧组织架构,你如何快速让他们转向新方向?
But the team is still on the old strategy, the old KPIs, the old OKRs, the old organizational design, and how do you get them over there fast?
因此,战时的很多工作就是:如何让团队迅速从旧计划转向新计划?
And so a lot of what wartime is is like, how do you get the team very fast from the old plan to the new plan?
这不再是你们的旧流程。
And it's not your old process.
我们不会像以前那样,不,我们不这么做了。
We're not gonna go like, you know, it tends to be like, no, we're not doing that.
我们要这么做。
We're doing this.
但你上周不是还说,你知道吗?
Well, but you said last week, you know what?
宁可正确,也不要一致。
It's better to be right than consistent.
所以,我上周说的任何话,都别信了。
So whatever I said last week, don't believe it.
那已经不成立了。
It's no longer true.
结束了。
It's over.
你要愿意这样做,才算得上是战时状态。
And you have to be willing to do that to be kind of wartime.
在这样的时刻,这变得至关重要,因为每一天的拖延都可能让你的公司付出代价。
And at a time like this, it becomes very essential because every day you delay could cost you the company.
但要转向战时状态,必须满足两个条件,对吧?
But to make that shift into like a wartime footing, two things have to be true, right?
你必须意识到自己正在打仗,然后还得有能力做出艰难的决定。
You have to recognize that you're at war, and then you have to be able to make the tough decisions.
所以我认为,以我的经验来看,大多数人其实都意识到了,但他们却僵住了。
So I think that most people, like in my experience, most people recognize it and they freeze.
然后他们就僵住了。
And they freeze.
所以他们不再做同样的工作。
So they don't do the same work.
因为在战时,有两件事是人们不愿意做但又必须做的。
Because there's two things that people don't wanna do that are necessary in wartime.
第一,他们不愿意变得不一致。
One, they don't wanna be inconsistent.
这非常危险。
And that's very dangerous.
第二,他们不愿意倾听自己的团队。
And then the second thing they don't wanna do is not listen to their team.
我知道这听起来很奇怪。
And I know that sounds funny.
那么,本,你这话是什么意思?
Well, what do you mean, Ben?
你是说我们不应该倾听我们的团队吗?
You're saying we shouldn't listen to our teams?
是的。
Yes.
你不能倾听你的团队,因为他们还停留在旧计划、旧结构和旧观念中。
You can't listen to your team because they're on the old plan, in the old structure with the old idea.
所以在他们重新调整之前的这段时间里,你必须做出决定,说不,不,我们不这么做。
And so you have to, for that period until they reset, you've gotta dictate and go, no, no, we're not doing that.
然后他们会开始用你的文化理念来反对你。
And then they'll start using your cultural ideas against you.
那我们来谈谈文化吧。
So let's talk about culture.
我们来谈谈你的观点。
Let's talk about your words.
是的。
Yeah.
你如何定义文化?
How do you define culture?
你知道,人们通常对文化有一种感觉,但很难准确定义。
You know, I think people have like a feeling of what culture is, but it's a hard thing to define.
所以请帮我们定义一下文化,以及你所说的文化指的是什么。
So help us define culture and what you mean by it.
是的。
Yeah.
从文化设计和文化实施的角度来看,我非常喜欢武士。
So I love the Samurai from a cultural design standpoint, cultural implementation standpoint.
如果你今天去日本,你会发现那里充满了武士文化。
It's an amazing thing in that if you go to Japan today, like it's laden with samurai culture.
他们是怎么建立起如此持久的文化的?
Like, how did they build a culture that lasted so long?
他们的一个核心观点是,文化不是一套信念。
And one of their core ideas is a culture is not a set of beliefs.
这是索契。
This is Sochi.
而是一套行为。
It's a set of actions.
我认为,当你谈论文化时,这就是你需要从这里开始的地方。
And I think when you talk about culture, that's like where you have to start.
文化就是你所有的行为,你们彼此对待的方式。
Culture is all the behaviors that you have, how you treat each other.
比如,如果有人给你发了一封邮件,你是会在一小时、一天、一周、一个月,还是三个月后回复?
You know, like if somebody sends you an email, do you get back to them, you know, in an hour, in a day, in a week, in a month, in three months.
但这些都属于文化观念。
But like that's a cultural idea.
你旅行时是住四季酒店,还是红屋顶旅馆?
Do you stay at the Four Seasons or at the Red Roof Inn when you traveled?
所有这些事情都是文化的一部分。
Like all these things are cultural.
与合作伙伴共事时,你真的关心他们的结果吗?
When you work with partners, do you actually care about their outcome or not?
所有这些都属于你的文化。
Like all these things are a part of your culture.
你的文化最终比使命宣言、关键绩效指标或其他任何东西更能定义组织的运作方式,因为它反映了你每天的行为方式。
And your culture ends up kind of defining a lot more of how the organization works than your mission statement or your KPIs or any of that other stuff because it's like daily how you're behaving.
每个人所做的每一个微小决定,都在某种程度上反映了文化。
Every micro decision that everybody makes is kind of a reflection of the culture.
你开会准时吗?
Do you come to a meeting on time?
这重要吗?
Like, does that matter?
那些开会总是迟到的公司,比如会议经常推迟二十、三十分钟才开始。
Companies that aren't on time to meetings, like meetings start like twenty, thirty minutes late, like consistently.
而准时到场的人只是坐在那里玩笔记本电脑,做别的事。
And whoever shows up on time is just like sitting there on their laptop, whatever.
但这些都是行为上的表现。
But that's all like behavioral.
这并不是一种信念。
It's not a belief.
人们试图从这些信念中寻找东西,但它们其实毫无意义。
And you know, people are trying to find things in terms of these beliefs, but they don't mean anything.
就像诚信。
It's like integrity.
我们是一个崇尚诚信的文化。
We're a culture of integrity.
好吧。
Well, okay.
那我们具体一点。
So let's get specific.
所以,当涉及到对投资者承诺实现计划的诚信、对员工承诺带来良好结果的诚信,或是对客户在交易中的诚信时,如果这些发生冲突,哪一个会被牺牲?
So if it comes down to the integrity with your investors promising to make your plan or the integrity with the employee promising that like it's gonna be a great outcome or the integrity with your customer on the deal, like which one gets compromised if they come into conflict.
这才是关键所在。
That's the real thing.
诚信就像空中楼阁。
Integrity like it's pie in the sky.
大多数公司用这种空中楼阁般、可以任意解读的概念来定义自己的文化。
Most companies define their culture in this pie in the sky concepts that can be interpreted however you want.
但重要的不是理念,而是行为。
But it's not the idea, it's the behaviors.
因此,你必须明确地定义:在某种特定情况下,我们该如何行事?
And so you really have to define things in terms of like, how are we gonna behave in a certain situation?
我们有很多类似的规定。
And so like we have many things like this.
比如,你迟到参加与创业者的会议,这就是一个严重的问题。
So like, you're late for a meeting with an entrepreneur, that's a real fucking problem.
这就是行为。
Like, that's the behavior.
就是这个。
It's that.
它存在于一流企业、一流人士的底层。
And it's underneath the guys of first class business, first class boy.
但这意味着什么?
But what does it mean?
所以我们信奉的一点是,我们不是扼杀梦想的人,而是支持梦想的人。
And so one of the things we believe in, we believe in, like, we're not dream killers, we're dream supporters.
这什么意思?
What does that mean?
如果你在推特上说一个创业者的点子很蠢,你就被开除了。
Well, if you get on Twitter and say an entrepreneur's idea is stupid, you're fired.
这就是它的含义。
Like, that's what it means.
而且这并不局限于任何创业者,因为我们是梦想的建设者。
And it doesn't have to be like any entrepreneur because we're like dream builders.
我们相信每一个有梦想的人,我们都支持。
We believe anybody who has a dream, we're for that.
我不在乎我们是否认为这是个好主意,我们都支持。
I don't care if we think it's a good idea or not, we're for that.
这就是我们的文化。
And that's our culture.
但必须要有与之相配的行为。
But there's gotta be a behavior that goes with it.
你明白我的意思吗?
You see what I'm saying?
否则,人们会误解它。
Otherwise, like people will misinterpret it.
他们会重新诠释它。
They'll reinterpret it.
他们会利用这一点来攻击你,当你谈论文化时,你谈的是我们该如何行事?
They'll weaponize it against know, when you talk about culture, you're talking about how are we gonna behave?
我们每天该如何表现?
How do we show up every day?
我们该如何对待彼此?
How do we treat each other?
与我们互动是什么感觉?
What is it like to interact with us?
与我们做生意,人们是变得更好了还是更糟了?
Are people better off or worse off for doing business with us?
这些是你必须问自己的问题。
These are the things you have to ask yourself.
而这正是它的真正含义。
And that's what it ends up meaning.
这非常重要,但人们往往因为觉得它太奇怪、太抽象而忽视了它。
And it's really important, but people, because it's so weird and abstract, people don't pay enough attention to it often.
是的。
Yeah.
我认为,你所做的事情才定义了文化。
I think that focus on the what you do is what defines the culture.
是的。
Yeah.
你所做的就是你是谁
What you do is who you
。
are.
人们误解了那个标题
People misinterpreted that title
顺便说一下,误解很多。
a lot by the way.
我不是销售员。
I'm not a salesman.
我的意思就是这个。
It's like, that's what I meant.
这是我们行为的体现。
It's our behavior.
你知道吗,公司早期以迟到为由向创业者收费,对吧?
Know, the firm famously in the early days would charge if you were late to meeting with an entrepreneur, right?
是的,这是一种对美元的体现,当时有——
As a Yeah, reflection of dollars And a there was a-
我从安德里森那里因为这个被扣了3000块。
I got like 3,000 off Andreessen on that.
我记得有一次,由于一系列不幸且意想不到的情况,我迟到了。
Well, I remember I was once late by a series of very unfortunate and unforeseen circumstances.
我参加创业者会议迟到了两分钟,一进门,本就说:你欠我20美元。
I was two minutes late to an entrepreneur meeting, And I walk in, and Ben says, You owe $20.
明白吗?
Okay?
所以我伸手去掏钱包,你知道,当时的惯例是把现金放在桌上。
So I reach into my wallet, and you know, the norm was you put the cash on the table.
对。
Yeah.
于是我伸手去掏钱包,拿出钱来,可惜我只有一百美元,我刚拿出来,本就看到了。
So I reach into my wallet, I pull out, and I unfortunately only had $100 And I kind of pull it out, Ben sees it.
他说道:‘我们不找零,混蛋。’
And he's like, we don't make change, motherfucker.
所以那两分钟让我花了100美元。
So those two minutes cost me $100
从没迟到过,你学到了教训。
Never late learned your lesson.
懂吗?
Know?
对。
Yeah.
当时是
It was
再也没迟到过。
never late again.
我也随身带小额钞票。
Also I carry small bills.
很好。
Very good.
但把你的文化价值观放进年度评估中,真的必须是你每天都会践行的东西,对吧?
But that's really important in that putting like your cultural values in your like annual review, it's gotta be something you hit daily, Right?
你必须不断被提醒。
Like, you have to be reminded of it constantly.
就像那个,为什么你不能迟到?
And like that one, like, why aren't you late?
关键在于,为什么你不能迟到?
The big thing is, well, why can't you be late?
因为创建一家公司真的很难。
Well, because it's really hard to build a company.
如果你迟到了五分钟、十分钟,你可以说你尊重创建公司意味着什么,但你实际上并不真正尊重创建公司意味着什么。
And if you show up five minutes late, ten minutes late, then you can say you have respect for what it means to build a company, but you don't really have respect for what it means to build a company.
因为如果你真的尊重,你就不会那样做。
Because you wouldn't do that if you did.
所以每个人都必须明白这一点。
And so everybody has to know that.
如果一家风险投资公司的每个人每天都不清楚这一点,他们就会失去它,因为另一种行为是:我有钱。
And if everybody in a venture capital firm doesn't know that on a daily basis, then they'll lose that because the other behavior is I have the money.
你需要钱。
You need the money.
你来找我,是为了得到钱。
You show up to me to get the money.
我来决定你是否能得到钱。
I decide if you want the money.
我觉得自己像个大人物。
I feel like the big person.
你知道,你是个小人物。
You know, you're the small person.
这种心态很容易渗透进风险投资公司。
Like that can seep into a venture capital firm really easy.
所以你需要每天都有这样的行为:不,我们不这么做。
So you need a daily behavior to go, no, we're not doing that.
不,我们不这么做。
No, we're not doing that.
我们要准时。
We're gonna be on time.
我们要及时回复别人。
We're gonna get back to people.
如果我们不投资,我们会告诉他们原因。
We're gonna if we don't invest, we're gonna let them know why.
所有这些行为都在对抗一种自然的动态,而这种动态可能会让你变成自己不想成为的人。
Like all those things, all those behaviors counter program this natural kind of dynamic that can make you somebody you don't wanna be.
所以当你谈论文化时,你真正谈论的就是这些。
And so when you talk about culture, that's what you're really talking about.
很久以前你跟我提过一件事,让我印象深刻,就是关于公司规模扩大时的沟通问题。
You said something to me a long time ago that stuck with me, and it was around communication for as companies scale.
嗯。
Yeah.
我记得你告诉我,当员工超过50人时,原来用于50人沟通的系统就失效了。
I think you told me like after 50 people, the systems that you had to communicate with 50 break down.
嗯。
Yeah.
你需要一套新的系统。
And you gotta have a new system.
文化能随着规模扩大吗?
Does culture scale?
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很难规模化。
It's hard to scale.
对吧?
Right?
所以你看,如果你们只有前10个人,根本不需要写下来或说出来,因为你们相处融洽,一起做事,有人做了什么事,就会因为自己没融入群体而感到不安。
So look, you don't even have to write it down or say anything if it's, you know, the first 10 of you because, you know, like you get along, you do stuff, somebody does something, like they'll feel bad because they're not part of the group.
你就是想成为群体的一部分,诸如此类。
You you wanna be part of the group, all that.
但如果你有上千人,就会出现很多子群体。
But like if you're a thousand people, like there are many subgroups.
而且你还从其他公司招聘新人。
And then whereas yet you hire people from another company.
所以你可以从诺华、默克或者别的公司招聘,他们会带着原有的文化过来。
So could hire people from Novartis or you could hire people from Merck or wherever, and they're going to come with that culture.
然后我们就陷入了一种情况:招了八个擅长AI的谷歌工程师。
And like, oh, we got into this vein of Google engineers who can do AI stuff and we hired eight of them.
这八个人默认会像在谷歌时那样行事,除非你强迫他们融入你们的文化。
Well, those eight people by default are going to behave exactly the way they did at Google unless you force them to assimilate into your culture.
因此,强制进行文化融合对公司来说非常重要。
And so a really important thing is like mandatory cultural assimilation in a company is very important.
当然,我并不是说销售和工程等部门之间不会存在一些亚文化差异,这类情况确实存在。
And not to say there won't be kind of subculture variations within, you know, like sales might be different than engineering in many ways and that kind of thing.
但有一些核心原则、文化组成部分是你不能妥协的。
But there are certain things, certain tenets, certain parts of the culture that you can't compromise on.
如果你妥协了,文化会迅速流失。
And again, if you do, it'll slip away very fast.
这就是为什么你需要每天不断提醒。
And so that's why like you need the daily reminders.
你需要一些让人意识到‘我不能这么做’的准则。
You need something that people go, Oh, I can't do that.
好的。
Alright.
好吧,我就按你的方法来。
I'm gonna, you know, play it your way.
你能改变文化吗?
Can you change culture?
当然可以。
Absolutely.
我们之前谈过图桑。
And so we talked about Toussaint before.
在我看来,他最大的成就就是把他原有的低信任文化转变为高度信任的文化。
To me, his greatest accomplishment was changing the low trust culture that he had into like a super high trust culture.
他为此做了很多事情,而且确实收到了很好的效果。
And he did a number of things to do it, and it really paid off.
他做的一件事就是定下一条规矩:如果你是军队的军官,就不能出轨。
So like one of the things he did is he made a rule like, if you're an officer in the army, you can't cheat on your wife.
然后你会想,好吧。
And you go like, okay.
这太奇怪了。
That's like weird.
他为什么要把这个定为规则?
Why did he make that a rule?
当时海地(即现在所称的海地)正在进行一场极其功利的战争。
It was a very mercenary war in Haiti at the time or what's now called Haiti.
因此,薪水几乎等同于掠夺、强奸等各种暴行。
And so it was almost like salary was like pillaging and and and raping all these kinds of things.
他说:不行。
And he was like, no.
你做出的任何承诺,都必须相信你会信守承诺。
Any commitment you make, like, gotta trust that you're gonna keep the commitment.
嗯。
Mhmm.
所以你可能觉得这没什么,但你已经向你的妻子做出了承诺。
And so you may think that's okay, but you made a commitment to your wife.
你必须遵守,否则我无法信任你。
You have to keep that or I can't trust you.
而这正是这种文化的开端。
And like that started the culture.
它帮助他赢得战争的方式非常有趣,因为事实上,他们变得非常出名。
And it's really interesting in how it helped him win the war because what happened was they were famous actually.
所以,就像我说的,你有四支军队:奴隶军、英国军、西班牙军和法国军。
So, you know, like I said, you had four armies, the slave army, the British, the Spanish, the French.
而杜桑的军队以连衣服都穿不起而闻名。
And Toussaint's army was known for they didn't even have clothes ever done.
对吧?
Right?
对其他军队来说,他们觉得:这些人穿着制服。
Like, to these other guys, they're like, they're in their badges.
他们到处劫掠、强奸。
They're running through pillaging, raping.
奴隶军队没有做任何这些事。
The slave army didn't do any of that.
由于这种行为,他们实际上赢得了岛上白人妇女的支持,这些妇女保护奴隶军队,袭击欧洲军队,这在文化上简直是一项了不起的成就。
Because of that behavior, they actually got the support of the white women on the island, protected the slave army, hit them, did stuff like that over the European armies, which is just like a remarkable thing to pull off culturally.
还有一个精彩的故事,虽然无法完全证实其真实性,但我相信它是真的。
And there's a great story, and you can't quite verify that it's true, but I believe it's true.
拿破仑憎恨杜桑,并想除掉他。
So Napoleon hated Toussaint and wanted to get him.
事实上,他指派了自己的妹夫来负责海地的行动,因为他对此事极为愤怒。
And he in fact assigned his brother-in-law to kind of run the operation in Haiti because he was just so furious about it.
他曾经说过一件事,记住,杜桑·卢维杜尔,奴隶是没有姓氏的。
And one of the things that he said, and remember Toussaint L'Ouverture, slaves didn't have last names.
那么,'卢维杜尔'这个姓氏是从哪里来的呢?
So like, where did L'Ouverture come from?
你知道,他出生时就叫杜桑。
You know, he was born Toussaint.
那姓氏到底是从哪儿来的?
Like, where did the last name come from?
据说,拿破仑正在对他的将军们大吼大叫。
And the story goes, Napoleon's yelling at his generals.
他喊道:你们怎么可能打不赢一个奴隶?
He's going, how in the hell can you not defeat this slave?
其中一位将军说:我们已经把他逼入绝境了。
And one of the generals says, look, we back him up.
我们已经把他团团围住。
We have him cornered.
但就在我们以为就要抓到他时,他却突然消失了。
And just when we think we're gonna get him, there's an opening.
于是他成了图桑·卢维杜尔,图桑——那个突破口。
So he became toussaint, low vature, toussaint the opening.
我认为,这显然是文化产物。
I think that, you know, that's a product of the culture.
他总能逃脱,因为他有如此多的支持,因为你知道,他把文化放在第一位。
Like he could always get away because he had so much support because, you know, he was culture first.
他不是说我们要赢,然后像那些人对我们那样去破坏。
He wasn't we're gonna win and be as destructive as these guys were to us.
我们要赢,但要成为一支不同的军队。
We're gonna win and be a different kind of army.
我们要成为那种你能够信任的军队。
We're gonna be the kind that you can trust.
你知道,这带来了各种各样的连锁反应。
And, you know, that had all kinds of side effects.
所以它向你展示了力量。
So it shows you the power.
不仅你能改变文化,而且当你这样做的时候,它的力量有多么强大。
Not only can you change culture, but how powerful it is when you do so.
当我们审视这些潜在投资时,你会知道,我们会讨论竞争优势。
When we look at these at potential investments, you know, we debate competitive advantage.
我们讨论护城河。
We debate moats.
你知道,数据是护城河吗?
You know, is data a moat?
技术是护城河吗?
Is technology a moat?
诸如此类,等等。
Etcetera, etcetera.
文化是护城河吗?
Is culture a moat?
它是不是击败竞争对手的终极护城河?
Is it like the ultimate moat to beat competitors?
是的。
Yeah.
所以我认为,在商业环境中,如果你建立的文化不能创造竞争优势,那有点浪费,对吧?
So I think in a business context, if you build a culture that doesn't create competitive advantage, it's kind of a little bit of a waste, right?
因为你看,文化理念并不适合每家公司。
Because look, cultural ideas aren't for every company.
不同的公司有不同的文化理念。
Like different companies have different cultural ideas.
我来给你举个例子。
And I'll give you an example.
亚马逊以节俭著称。
So Amazon is like very famous for being cheap.
你知道,节俭是他们非常重视的一点。
You know, like frugality is a big thing there.
事实上,过去他们不是给你从宜家买来的桌子,而是给你一块从旧木料上拆下来的门板,架在两块木板上,就为了告诉你:我们很节俭,不浪费一分钱。
And in fact, in the old days, instead of giving you like a desk from wherever Ikea, they'd give you like an old door that they got, you know, on two by fours to just show you like we're cheap, we don't waste any money.
他们就是这样做的。
That's the way it is.
这对他们来说是个绝佳的主意,因为他们的核心理念就是成为低价领导者。
And that was a great idea for them because their whole thing was we're gonna be the low price leader.
这可以说是第一个竞争优势的开端。
That was the beginning of kinda the first competitive advantage.
你需要公司里的每个人都认同这种文化。
And you need everybody in the company to be of that culture.
现在你看苹果公司,他们的库比蒂诺园区有大约5000个门把手之类的东西。
Now you look at Apple, their Cupertino campus, they have like 5,000 doorknobs and stuff like that.
他们完全不是节俭的代表。
Like they're the opposite of cheap.
但他们从不希望自己的产品显得廉价。
But they never want it to be cheap.
因为他们主打高端设计,这就是他们的竞争优势。
Because they're high design, like that's their competitive advantage.
所以他们拥有一种支持这种理念的文化。
So they have a culture that facilitates that.
我认为,文化型竞争优势和Indelec——你就在安德森·霍洛维茨工作,我们做了很多事。
And I think, you know, cultural competitive advantage and Indelec, you work at Andreessen Horowitz, we do a lot of things.
我们所做的一切背后都有一个完整的故事,为什么我们要这样做事,诸如此类。
And there's a whole story behind what we do and, you know, why we do it in the way we do it and all this kind of thing.
文化并不是由某一个人产生的。
Culture does not like come from a person.
整个机构都必须达成共识、信奉它,因为我不可能参加每一次会议。
The whole place has to kind of agree, believe in it because there's no way I don't see every I'm not in every meeting.
那我怎么去推行一种文化呢?
Like, how am I gonna enforce a culture?
我现在很少亲自做了,因为别人都在做。
And I rarely do it anymore because everybody else does it.
我们曾经遇到过一件事,有位创业者或公司犯了一个明显的安全漏洞。
Like we had an incident where like somebody said, like some entrepreneur or company had like a obvious like security bug that they screwed up on.
公司里一位新员工发了一条推文,说这是个明显的错误。
And one person in the firm who was new wrote a tweet like that was an obvious mistake.
结果公司内部有30个人在Slack频道里回应:你得把这条推文删了。
And 30 people get them in the Slack channel and it's like, you gotta take that tweet down.
我们不会在创业者处于脆弱时刻时批评他们。
We don't criticize entrepreneurs in their like moment of weakness.
我们不会这么做。
We don't do that.
你在说什么呢?
Like what are you talking about?
我什么都没说。
I didn't say anything.
所以这某种程度上就是,你知道的,这个地方的核心是什么?
So that it kind of is, you know, what is the place about?
这是你所能拥有的最具团队精神的事情。
It's the most team thing that you have.
是的。
Yeah.
那我们稍微换个话题吧。
So let's switch gears a little bit, if we could.
我们在这里非常幸运,因为我们几乎拥有医疗保健以及生物技术或生命科学行业的整个横截面。
We're very fortunate here that we have pretty much the entire cross section of the healthcare and, you know, biotech or life sciences industry.
是的。
Yeah.
我们有支付方、提供方,有监管机构,还有生物技术公司等等。
We've got the payers, providers, we have regulators, we have, again, biotech companies and the like.
在我看来,我们这个房间里最有趣的交叉点之一,就是初创公司和现有企业并存。
To me, one of the most interesting cross sections that we have in this room is we have startups and we have incumbents.
对我来说,作为一名在这个行业工作多年的人,初创公司与现有企业之间的互动,是医疗行业最引人入胜的方面之一。
And you know, for me, having been in this industry for a long time, the interplay between startups and incumbents is one of the most fascinating things about the healthcare industry.
因为一方面,我们的合作伙伴亚历克斯·伦瑟尔有句很棒的话,虽然我可能记不全了,但大意是:初创公司与现有企业之间的较量,就是初创公司能否在现有企业实现创新之前获得渠道?
Because on the one hand, our partner Alex Renthal has this great quote that, you know, I'm gonna screw it up, but it's like the battle between startups and incumbents is, can the startups get distribution before the incumbents get innovation?
没错。
Yep.
对吧?
Right?
在这个行业里,有趣的是,当你竞争时,确实如此。
In this industry, what's interesting is, you know, when you're competing, that's true.
在许多情况下,初创公司和现有企业必须合作,对吧?
In many cases, startups and incumbents have to collaborate, right?
因为医疗系统太复杂了。
Because the healthcare system is so complex.
所以当你竞争时,问题是:作为初创公司,我能否在现有企业实现创新之前获得分销渠道?
And so when you're competing, it's can I get to distribution as a startup before the incumbent gets to innovation?
但当你合作时,你们实际上是在互相租用资源。
But when you're collaborating, you're actually renting from each other.
对吧?
Right?
初创公司租用的是专业知识。
The startup is renting expertise.
他们租用的是准入机会。
They're renting access.
他们在租用触达患者的能力。
They're renting, you know, the ability to get to patients.
而大型企业在很多情况下是在租用创新。
And the incumbent, in many cases, is renting innovation.
对吧?
Right?
这是一笔划算的交易。
And that's a bargain.
这不是一场战争。
It's not a battle.
是的,我想说,生物和医疗健康与普通科技最大的不同在于,在生物领域,分销和创新都远比其他领域困难得多。
Yeah, so I would say, you know, the big thing that's really different about bio and healthcare from kind of regular tech is both distribution and innovation are dramatically more difficult in bio than they are in other fields.
分销简直难得多。
Distribution is just so much radically harder.
我觉得难了五十倍,因为你面对这么多监管机构,还有整个极其复杂的医疗系统。
It's, I want to say 50 times harder just because, look, you've got so many you've got regulators And you've got like a very complex healthcare system with everything.
你有医院,有医生,有病人。
You've got hospitals, you've got doctors, you've got patients.
作为初创公司,在耗尽资金之前要在这套体系中穿行,如果没有帮助,要筹集到足够的资金真的非常困难。
And to navigate through that before you run out of cash as a startup, like it's really difficult to raise enough money to do that with no help.
而在另一端,创新也非常困难,因为你建立了一个按照某种方式研发药物的组织,然后突然间,你有了人工智能、CRISPR、基因疗法。
And then on the other end, you know, innovation is very difficult because you build an organization to do drugs in a certain way, and then all of a sudden, oh, you've got AI, you've got CRISPR, you've got gene therapy.
也就是说,你的所有流程都没有围绕这些技术构建。
Like, well, none of your processes are built around that.
所以,你要么对你的大公司进行彻底的重组,要么就得向别人学习如何做到这一点。
And so like either you're gonna do some like very radical surgery on your big company or you're gonna go learn how to do that from somebody.
因此,这种方式非常、非常不同。
So it is very, very different in that way.
它跟我们所涉足的任何其他领域都不一样。
And it's unlike any other kind of field that we play in.
是的,我觉得说得对。
Yeah, no, I think that's right.
我们一开始聊到你给我们讲了互联网的起源历史,以及它本可以成为一条设有收费站的信息高速公路。
We started this conversation with you giving us the history lesson on the birth of the internet and how it could have been the information superhighway with tolls on it and all that.
这次会议的一个主要主题是人工智能。
A big theme of this meeting has been AI.
是的。
Yeah.
我们已经讨论过这个话题了。
And we've talked about that.
你如何看待当前人工智能所处的这个时刻?
How do you read this moment for AI?
你会建议创业者如何思考,去应对这个飞速变化的领域?
And how would you advise founders to think about how to navigate what is an incredibly rapidly evolving terrain?
是的,这真的非常有趣。
Yeah, so it's really been fascinating.
我研究生时就研究过人工智能。
I actually studied AI in graduate school.
那是我的研究重点。
That was my focus.
而当时我们都知道AI中不会成功的一部分是神经网络。
And the one part of AI we knew wasn't gonna work was neural networks.
因为在那个年代,你做一个用于OCR(字符识别)的系统,它只能识别字母a和字母q,别的什么都认不出来。
Because in those days, you know, you'd make one to do like OCR, you know, character recognition, and it could recognize like the letter a and the letter q and nothing else.
AI的讽刺之处在于,它本应是通用的,却只能完成你所能想象的最具体的任务。
It was kind of the irony of AI was it was like this general purpose thing that could only do the most specific thing you could imagine.
所以这真的让人震惊。
So it's really been like startling.
你知道,它大约从2012年开始,但真正迅猛发展是在最近,尤其是ChatGPT发布之后。
You know, kind of started in 2012, but really kind of picked up in the last, well, you know, massively since ChatGPT was released.
所以我认为,当出现如此根本性的巨大变革时,你必须全力投入。
So I think that the main thing is when there's this big a change that's so fundamental, you have to run at it.
千万不要自以为了解它是什么。
Like do not think you know what it is.
不要试图快速评估,然后说它适合这个而不适合那个。
Don't try and get a quick assessment and go, well, it's good for this and not that.
或者说,它对他们的业务有用,但对我们没用。
Or, well, it's good for their business, but not our business.
或者说它会因为数据耗尽等原因而达到上限。
Or it's gonna like top out because we're out of data or whatever.
不要对它做出仓促的结论。
Don't jump to a quick conclusion on it.
你必须深入细节,才能真正理解它的影响。
You have to get far into the details to really kind of understand its implications.
我在这类事情上总是发现,你越深入了解,就会发现大多数人做的都是我刚才说不要做的事。
What I always find on these things is the closer and the more you understand it, you'll find is most people are doing the thing I said not to do.
因此,对你而言看似生存威胁的东西,一旦你理解并掌握了它,就可能迅速转变为巨大的竞争优势。
And so it can very quickly become a, you know, what looks like an existential threat to you maybe, will quickly become a massive competitive advantage if you understand it and master it.
但最危险的事情就是忽视它、否定它,或轻率对待它。
But like the most dangerous thing is to ignore it, dismiss it, or kind of give it short treatment.
很好。
Great.
我们快要结束时间了。
We're nearing the end of our time.
所以我会问你两个问题来收尾。
So I'll ask you two things to close this out.
一是你即将迎来《创业维艰》出版十周年。
One is you're approaching the ten year anniversary of the publication of Hard Thing About Hard Things.
是的。
Yes, am.
嗯。
Yeah.
如果你要
If you were to
为这本书的十周年纪念版写一篇后记,你会说些什么?
write an epilogue for the tenth anniversary edition for that book, anything you would say?
嗯,我认为我已经写过了。
Well, I think I wrote it.
你做什么,你就是什么样的人。
What you do is who you are.
说得有道理。
Fair enough.
这就是我觉得《艰难事物的艰难之处》里缺失的重要部分。
That was the big missing part I thought of The Hard Thing About Hard Thing.
所以,要知道,而且这部分就像是进阶版。
So just, know, and then part of it, it's just like the advanced version.
因为当规模扩大时,文化真的变得很重要,因为你无法再对整个公司实行直接控制。
Like culture really starts to matter at scale because, like you don't have anybody's run anything at scale, you don't actually any longer have command and control of the company.
维尼塔比我聪明。
Know, Vinita's smarter than me.
我没法告诉她该做什么。
I can't tell her what to do.
对吧?
Right?
就像我们需要有共同的理念。
Like there needs to be like, we need to be part of the kind of same idea.
所以第一本书是给任何创业者看的,我觉得。
And so like the first book was for kind of any entrepreneur, I think that.
第二本书则更适用于那些已经达到一定规模的人。
The second book was more relevant for people who got to some scale.
太棒了。
Fantastic.
第一本书里,你每章都以一句说唱歌词开头。
Well, the first book, you started every chapter with a rap quote.
是的。
Yeah.
你能用一句你心中能体现智慧、抓住此刻精髓的引语来收尾吗?
Can you close this out with a quote in your mind that, you know, gives us some sage or wisdom, captures the moment?
对。
Yeah.
所以我一直认为,拉基姆的这句话是最具创业者精神的名言,他是最早将说唱从派对音乐提升为艺术形式的说唱歌手之一。
So I always considered like a founder quote, the most founder quote from Rakim, who is maybe the first or one of the kind of first truly kind of great rappers who turned it into kind of like a party music to an art form.
他的歌词是:你只是个租来的说唱歌手。
And his line was, you're just a Rent A Rapper.
你的押韵微不足道。
Your rhymes are minute made.
当一切消逝时,我会在这里,看着你像叛徒一样翻转。
I'll be here when it fade and watch you flip like a renegade.
他实际上是在预判。
And he was basically anticipating.
就像你们所有人都因为说唱现在很火才涌入这个领域,但一旦情况变糟,我就看着你们跑去干别的了。
It's like, all you guys jumped into rap because it's hot now, but, like, as soon as things go bad, I'll watch you go run to something else.
你知道的?
You know?
但我是真家伙。
But I'm the real guy.
我认为我们现在正看到创始人纷纷逃离。
And I think that this is the kind of the time we're seeing, like, founders kind of run away.
天哪。
It's like, oh my god.
我当初做这个是为了发财。
I was doing this to get rich.
现在我要走了。
Now I'm gonna leave.
只有那些在建造重要事物的人,才会在这种时候留下来。
And only the ones who are building something important are gonna stay in a time like this.
所以去听一听Rakim吧。
So listen to Rakim.
那首歌叫《Follow the Leader》,也是一首很棒的领导力歌曲。
And it was a song called Follow the Leader, which is also a great leadership song.
有史以来最伟大的领导力歌曲之一。
One of the all time great leadership songs.
谢谢你,本。
Thank you, Ben.
好的。
Alright.
好的。
K.
谢谢。
Thank you.
感谢你的参与。
For joining us.
感谢你的到来。
Thank you for coming.
感谢收听这期的a16z播客。
Thanks for listening to this episode of the a 16 z podcast.
如果你喜欢这一集,请务必点赞、评论、订阅,给我们打分或写评论,并分享给你的朋友和家人。
If you like this episode, be sure to like, comment, subscribe, leave us a rating or a review, and share it with your friends and family.
如需收听更多节目,请前往YouTube、Apple Podcasts和Spotify。
For more episodes, go to YouTube, Apple Podcasts, and Spotify.
在X上关注我们@a16z,并在a16z.substack.com订阅我们的Substack。
Follow us on x at a sixteen z, and subscribe to our Substack at a16z.substack.com.
再次感谢收听,我们下一期节目再见。
Thanks again for listening, and I'll see you in the next episode.
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Please note that a sixteen z and its affiliates may also maintain investments in the companies discussed in this podcast.
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