Acquired - 劳力士 封面

劳力士

Rolex

本集简介

劳力士是一个充满矛盾的品牌。他们以高出其优越数字替代品10至1000倍的价格,销售过时且客观上逊色的机械装置……而需求却比历史上任何时候都更强劲!他们的产品在价格、奢侈地位和等候时间上可与爱马仕铂金包相提并论……然而他们每年生产超过100万件(大约是铂金包年产量的10倍)。他们制造了全球最广为人知且梦寐以求的瑞士手表……然而创始人并非瑞士人,公司也并非创立于瑞士!如果劳力士公开上市,几乎肯定会跻身全球市值前50强企业……然而它却完全由日内瓦的一家慈善基金会所有,该基金会(除其他事项外)实际上就是向当地居民发放资金。敬请收听我们本期《Acquired》节目中探讨的最引人入胜且令人钦佩的公司之一。我们制作这期节目时乐在其中,希望您也能同样享受! 赞助商: WorkOS: https://bit.ly/workos25 Sentry: https://bit.ly/acquiredsentry ServiceNow: https://bit.ly/acquiredsn 相关链接: 瑞士钟表业的复兴 - Marc Bridge HODINKEE - 探访劳力士全部四家制造工厂 “如果你是…”广告活动 Worldly Partners对劳力士的多年研究 节目资料来源 特别推荐: 《Bluey》 《Acquired》做客《Armchair Expert》 《Eleven Reader》 更多《Acquired》内容: 获取下期节目提示及近期节目后续的电子邮件更新 加入Slack社区 订阅ACQ2 周边商店! © 版权所有 2015-2025 ACQ, LLC 注:《Acquired》主持人和嘉宾可能持有本期讨论的资产。本播客不构成投资建议,仅供信息和娱乐目的。您应自行研究并在考虑任何金融交易时做出独立决策。

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Speaker 0

好了,大卫。你手腕上戴的是什么?

Alright, David. What's on your wrist?

Speaker 1

嗯,目前手腕上戴的是我爸给我的不锈钢白面迪通拿。我记得他大概十五年前给我的时候这款还挺流行的,但不像现在这么火。

Well, currently on the wrist is my stainless white face Daytona that my dad gave me. I think it was still quite popular when he gave it to me probably close to fifteen years ago, but not like it is today.

Speaker 0

不错的选择。其实我也戴着一块迪通拿,是向节目的一位好朋友借的。非常喜欢。对了,给听众们说个趣事,大卫戴的这块表正是我之前采访张忠谋时戴的那块,当时我们就想暗示这会是下一期的主题。

A strong choice. I'm actually also wearing a Daytona that I am borrowing from a good friend of the show. Love it. Well, fun fact for our listeners, the watch that David is wearing is the one that I was wearing during the Morris Chang interview when we wanted to foreshadow that this was our next episode.

Speaker 1

没错。现在我手里拿着的另一块劳力士也是我爸很久以前送的,是间金日志型,不过没戴在手腕上。

Yes. And in front of me here now in my hand, but not on my wrist, is my other Rolex that my dad gave me a long time ago, my Rolesor Datejust.

Speaker 0

老兄,你该一手戴一块。

Dude, you gotta go one on each wrist.

Speaker 1

是啊。好主意。行吧。直说了。故事马上开始。

Yeah. Great. Alright. Say it straight. Another story on the way.

Speaker 1

真相在谁手中?

Who got the truth?

Speaker 0

欢迎收听2025春季档《Acquired》,本节目讲述伟大公司及其背后的故事与成功法则。我是本·吉尔伯特。

Welcome to the spring twenty twenty five season of Acquired, the podcast about great companies and the stories and playbooks behind them. I'm Ben Gilbert.

Speaker 1

我是大卫·罗森塔尔。

I'm David Rosenthal.

Speaker 0

我们是您的主持人。计时所需不过是一个恒定的运动规律和记录它的方式——可以是沙漏中的流沙,可以是落地钟里受重力牵引的砝码,通过钟摆的滴答声缓缓推动指针,亦或是你腕间由数百个精密齿轮与发条驱动的机械表。

And we are your hosts. All you need for timekeeping is something that happens at a constant rate and some way to count it. It could be sand in an hourglass. It could be a weight being pulled down by gravity on a grandfather clock, slowly turning the hands moderated by the tick tock of a pendulum. Or it could be a mechanical watch on your wrist driven by a complex and beautiful array of hundreds of gears and springs.

Speaker 0

今天,听众朋友们,我们要讲述一个难以置信我们竟然从未在《收购》节目中提及的故事——劳力士。哦,劳力士本身就是一连串的矛盾体。它是全球最知名的品牌之一,但与此同时,它又是世界上最不为人知的企业之一。

Today, listeners, we tell you the story that we can't believe we haven't already told on acquired, Rolex. Oh. Rolex is a cascade of paradoxes. It's one of the best known brands in the world. But despite that, it's one of the least known companies in the world.

Speaker 0

它由慈善机构汉斯·威尔斯多夫基金会私有持有,因此无需披露任何信息。事实上,他们也确实从不公开。这是我们研究过的最神秘的企业之一。大卫,你帮我确认下——我觉得他们甚至比宜家或玛氏还要神秘。

They're privately held by a charitable foundation, the Hans Wilsdorf Foundation, so they don't have to disclose anything. And, really, they never do. They're one of the most secretive companies that we have ever studied. And, David, check me on this. I think they're even more secretive than IKEA or Mars.

Speaker 1

确实。有趣的是,时代越接近现代,我们对其了解反而越少。

Oh, yeah. It's funny that the closer to the present day we get, the less we know.

Speaker 0

完全同意。他们的运作模式简直像个情报机构。

Totally. They operate like an intelligence agency over there.

Speaker 1

没错,可以说像詹姆斯·邦德那样。

Yes. Like James Bond, one might say.

Speaker 0

哦,或许不该这么说。听众们,他们生产的手表人人梦寐以求,却似乎永远供不应求——零售商那里总排着著名漫长且不透明的等候名单。但事实上,每年有超过百万人成功购得,平均每块售价1.3万美元。更神奇的是,当你刚离开店铺,这些手表立即升值——至少现今多数款式都是如此。

Oh, or one might not say. Listeners, they make watches that everyone wants to buy, but nobody seems to be able to get with famously long and opaque lists at retailers, except, of course, over a million people a year actually do buy one and for an average price of $13,000 each. That is until you walk out of the store, and then they instantly become worth more, at least for a lot of the models these days.

Speaker 1

关于劳力士的矛盾性,这正是最典型的例证。它绝对是全球最顶级的奢侈品牌之一,但同时销量惊人。爱马仕可没每年卖出百万只铂金包。

To your point about paradoxes of Rolex, this is one of the greatest ones. It is absolutely one of the very, very top top tier luxury brands in the world, and yet they also sell a lot of units. Hermes doesn't sell a million Birkins every year.

Speaker 0

劳力士的销量可能是铂金包的十倍,至少是这个量级。这个成功建立在历经120年淬炼的工艺、工程与制造体系之上。大卫,这是世界上通过最精心设计与刻意经营造就的伟大品牌之一。而我最钟爱的矛盾点在于:这个最成功的瑞士钟表企业,最初竟非创立于瑞士,创始人甚至不是瑞士人。

There's probably 10 times more Rolexes sold than Birkins sold or at least on that order. It's a success built on the back of craftsmanship, engineering, and manufacturing honed and perfected over a hundred and twenty years. It is one of the greatest brands in the world built meticulously and so intentionally, David. And my favorite part of the paradox, this is the story of the most successful Swiss watch company, but it wasn't founded in Switzerland or even by a Swiss person.

Speaker 1

没错。确实不是。

No. No. It was not.

Speaker 0

这个年收入超百亿的企业,从事的却是被数字时代淘汰的古老技艺。他们制造的手表在计时精度上比不过我的苹果手表,甚至不如10美元的卡西欧。那么这一切究竟如何解释?劳力士如何成就今日地位?这正是我们迫不及待要分享的故事。

It's a 10 plus billion dollar revenue business performing a dead craft obsoleted by the digital world. They make a watch that can't tell the time as good as my Apple Watch or even a 10 Casio for that matter. So what is going on here? How did Rolex become Rolex? This is a story we've been giddy to share.

Speaker 0

哦,太兴奋了。首先有个重要声明,就像我们NFL那期不是讲橄榄球、NBA那期不是讲篮球一样,这期节目其实也不是关于手表的。它讲的是手表生意。没错。如果你想第一时间知道新节目上线,可以订阅我们的邮件列表。

Oh, so excited. Well, one big disclaimer upfront, much like how our NFL episode wasn't about football and our NBA episode wasn't about basketball, this episode isn't really about watches. It's about the business of watches. Yes. If you wanna know every time an episode drops, check out our email list.

Speaker 0

这是我们唯一会透露下期节目线索的地方。我们会分享往期节目的勘误、更新和小趣闻。地址是acquired.fm/email,或者点击节目简介里的链接。加入Slack群组。节目结束后和整个Acquired社区一起讨论本期内容,地址acquired.fm/slack。

It is the only place where we will share a hint of what our next episode will be. It will share corrections, updates, and little tidbits that we learned from previous episodes. That's acquired.fm/email, or click the link in the show notes. Join the Slack. Come talk to us about this episode with the whole Acquired community afterwards, acquired.fm/slack.

Speaker 0

如果想在每月正片之外获取更多内容,可以收听acq2访谈节目,我们会采访在节目中涉及领域的创业者、CEO和投资人。最新一期是对节目老朋友、Vercel创始人兼CEO吉列尔莫·劳施的精彩访谈,聊透了网页开发框架的整个发展史,以及他们革命性的新产品v0——这个内部创业项目让你直接用英语(而非编程语言)从零编写网页应用。没错。在任何播客平台搜索acq2即可。听众们声明:这不是投资建议,但你可以投资这个项目,也可以投资本期要讨论的其他优秀品牌。

And if you want more Acquired between monthly episodes, check out a c q two, our interview show where we talk to founders, CEOs, and investors who are building businesses in areas that we've covered on the show. The most recent one was a very fun interview we did with a friend of the show, Guillermo Rausch, the founder and CEO of Vercel, about really the whole history of web development frameworks and their latest and greatest product, v zero, a startup within a startup that lets you code web apps from scratch in just English instead of a programming language. Yes. Search a c q two in any podcast player. And listeners, this is not investment advice, but, you can invest in this, and you can invest in many of the other great brands that we are gonna talk about on this episode either.

Speaker 0

那些我们想投却投不了的公司,总有些特别之处。所以本节目仅供信息交流和娱乐目的。大卫,我们从哪里开始讲起?

There's something kinda remarkable about the, companies we wish we could invest in, but actually, we can't. So this show is for informational and entertainment purposes only. David, where do we start our story?

Speaker 1

好的。和许多欧洲老牌企业一样,我们的故事要追溯到1881年3月——不是上世纪,而是再往前一个世纪——在巴伐利亚的科尔姆巴赫(今德国纽伦堡以北30英里处),汉斯·埃伯哈德·威廉·威尔斯多夫诞生于年轻的安娜和约翰·威尔斯多夫家中。

Alright. Well, we start, as is so often the case with these big old European companies back not in the last century, but even the century before that on March 1881 in Kolumbach, Bavaria, about 30 miles north of Nuremberg in present day Germany, where Hans Eberhard Wilhelm Willsdorf is born to young Anna and Johan Willsdorf.

Speaker 0

你可能会说这听起来像德国名字。但巴伐利亚当时不属于德国对吧?其实我...

And you might say this sounds like a German name. Bavaria wasn't a part of Germany. Right? Well, I

Speaker 1

正要说到这点。严格来说那时已不是巴伐利亚王国,而是德意志帝国的一部分。但这个变化非常新——十年前铁血宰相俾斯麦刚说服巴伐利亚与普鲁士结盟,在普法战争击败拿破仑三世后组建了德意志帝国。不过对小汉斯一家来说,他们认定自己是巴伐利亚人。

was just gonna get to that. Technically, it's not Bavaria anymore. Technically, it is part of the German empire. But this is a very, very recent development as the count Otto von Bismarck had only just ten years earlier convinced Bavaria to join forces and unite with Prussia to form the greater German state, German Empire in the aftermath of the Franco Prussian War where they battled Napoleon the third over in France. But as far as young Hans and his family are concerned, they're Bavarian.

Speaker 1

他们不认同这个新德国概念。而且他们是新教徒而非天主教徒,这在当时巴伐利亚是极少数。我讲这些欧洲历史有两个原因:一是这故事本身很有趣,呼应了我们爱马仕和LVMH那两期节目,稍后会更直接关联;

They don't identify with this Germany thing. This is foreign to them. They are also Protestant, not Catholic, which puts them in the great minority in Bavaria at the time. Now I say all of this deep European history here for two reasons. One, because it's sort of a fun story and calls back to our Hermes and LVMH episodes, and it's gonna call back very directly to those episodes in a minute here.

Speaker 1

二是要刻画汉斯从出生起就是个彻头彻尾的局外人——他既不符合欧洲旧秩序也不适应新秩序的国家或宗教认同,没有真正的祖国、信仰或族群归属,游走在欧洲的夹缝中。而劳力士这个品牌后续发展也会惊人地延续这种特质。

But, also, I think it's important to paint the picture of Hans as even from birth, he's kind of this consummate outsider. He doesn't really fit in in any sort of national or religious identity in the either established or changing European order at the time. He doesn't really have a country. He doesn't really have a religion or a people. He sort of floats between the seams of Europe, which Rolex itself is going to do as we shall see in a very big way.

Speaker 1

没错。回到小汉斯的家庭:他父亲约翰出身于成功的五金商世家,汉斯原本很可能子承父业。然而在他12岁那年,悲剧接连发生——父母在几个月内相继离世。

Yep. Now back to young Hans and his family. His father, Johan, came from a line of successful ironmongers. And very likely, Hans was destined to go into this business as well. However, when Hans is 12 years old, tragedy strikes, and both his father and his mother die within a couple months of each other.

Speaker 1

所以他就像这样成了孤儿,本,这听起来应该很耳熟。

So he's orphaned just like this should sound familiar, Ben.

Speaker 0

哦,没错。路易威登和爱马仕。

Oh, yeah. Louis Vuitton and Hermes.

Speaker 1

这简直太疯狂了。可以说当今世界上最大、最重要的三个奢侈品牌的创始人,竟然都是19世纪的孤儿。这太不可思议了。

This is absolutely freaking nuts. The founders of arguably maybe the three biggest and most significant luxury brands in the world today were all orphans from the eighteen hundreds. This is wild.

Speaker 0

我在想这其中有多少统计偏差。如果我们研究那个时代的任何人,有多少人会成为孤儿,因为疾病、战争等等原因。

And I wonder how much of a statistical bias there is here. If we were studying anyone from this era, how many of them would be orphans because of disease and war and

Speaker 1

是的。各种各样的原因。

Yes. All sorts of stuff.

Speaker 0

很多人因为很多原因去世了。

Just lots of people died for lots of reasons.

Speaker 1

没错,完全正确。但这真的很有趣,对吧?我是说这些品牌——劳力士没那么明显,但爱马仕、LVMH都深深扎根于欧洲历史和贵族传统,但实际上是这些被遗弃的外来者创立了它们。

Yes. Totally, totally true. But it's just so interesting. Right? These brands I mean, much less so Rolex, but Hermes, LVMH are so steeped in this European history and the tradition of the nobility, but it's actually these orphaned outsiders that founded them.

Speaker 0

嗯,我觉得你说得很对。劳力士完全没有那种传统。它不涉及贵族,也不是像皮包或马鞍那样任何国王曾经拥有过的物品。

Well, I think it's a great point. Rolex doesn't share that heritage at all. This is not steeped in nobility. This is not an artifact like a leather bag or a saddle that any king's ever had.

Speaker 1

当你购买潜航者、迪通拿甚至日志型时,你买的不是瑞士的历史。你买的是20世纪的现代性,我们后面会讲到。在这场悲剧之后,汉斯和他的兄弟姐妹由叔叔们照顾。叔叔们决定卖掉家族的五金生意,送汉斯和他的兄弟姐妹去寄宿学校。我明白了。

When you buy a Submariner or a Daytona or even a Datejust, you are not buying Swiss history here. You are buying twentieth century modernity, as we will get into. So in the wake of this tragedy, Hans and his brother and sister are placed in the care of his uncles. And the uncles decide that they are going to sell the family ironmongering business to fund sending Hans and his siblings off to boarding school. I see.

Speaker 1

汉斯后来在这份惊人的文件中写道,这基本上是他的自传。这是公司1945年为庆祝成立40周年——红宝石周年——出版的四卷本中的第一卷。汉斯写道,我们的叔叔们并非对我们的命运漠不关心。然而,他们让我在很小的时候就学会自立,使我养成了保管自己物品的习惯。回首往事,我相信我的成功很大程度上要归功于此。

So Hans would later write in this amazing document that is essentially his autobiography. It's the first volume of a four book set that the company published in 1945 for the company's fortieth anniversary, the Ruby Jubilee. Hans writes, our uncles were not indifferent to our fate. Nevertheless, the way in which they made me become self reliant very early in life made me acquire the habit of looking after my possessions. And looking back, I believe that it is to this that much of my success is due.

Speaker 1

于是汉斯去了寄宿学校,在那里成为一名优秀的学生。他数学成绩优异,外语也很出色,尤其是英语。在巴伐利亚的寄宿学校期间,他结识了一位来自瑞士的朋友,并对那个国家产生了兴趣。此时他与巴伐利亚已几乎没有家庭纽带,对德国也漠不关心。

So Hans goes off to boarding school and becomes an excellent student there. He excels in math, and he also excels in foreign languages, particularly English. And while he's there in boarding school there in Bavaria, he meets a friend who is from Switzerland, and he develops an interest in that country. And he no longer really has any family ties or anything to Bavaria anymore. He doesn't really care about Germany.

Speaker 1

他心想:太好了,瑞士看起来是个好地方。毕业后我要去那里生活——后来他确实这么做了。他搬到日内瓦,先是为一家大型珍珠商工作。这家公司从渔民那里收购原珠,再转卖给日内瓦著名的瑞士珠宝商。

He's like, oh, great. Switzerland seems like a good place. I'm gonna go live there when I graduate, which he does. He moves to Geneva, and he finds work there first for a large pearl merchant. So this business was buying, like, raw pearls from fishermen and then selling them to the famous Swiss jewelers there in Geneva.

Speaker 1

后来他加入了珠宝行业相邻领域的另一家本地贸易公司,名为库诺·科滕。事实证明,库诺·科滕涉足的可不是普通行业。在瑞士,除了银行业之外,他们还从事钟表贸易。

And then he joins another local trading company in a adjacent industry to the jewelry business, a firm called Kuno Corten. Kuno Corten turns out isn't in just any industry. As far as Switzerland goes, they are in the industry besides banking. They are in the watch trade.

Speaker 0

毕竟你需要有东西可存。

Well, you need something to bank.

Speaker 1

没错。确实需要有东西可存。

Yeah. You need something to bank. Exactly.

Speaker 0

一个国家不能只靠银行业作为产业,需要建立在实体经济基础之上。

A country can't just have banking as an industry. It needs a real economy to build banking on top of.

Speaker 1

正是如此。从珠宝钟表起家,再进入银行业。库诺·科滕实际上是钟表贸易的重要参与者——他们并非制表商,而是钟表出口商。

Exactly. You start with jewelry, watches, then you get into banking. And Kuno Korten is actually a major player in the watch trade. Now they are not watchmakers. They are watch exporters.

Speaker 1

他们负责将全世界最精良的瑞士钟表从瑞士销往全球各国。当时是十九世纪末期,库诺的年营业额约百万瑞士法郎。虽然我不清楚1890年代瑞郎兑美元的汇率,但如今瑞郎比美元强势,大致是1:1。

So they are facilitating the trade of all these best in the world Swiss watches out of Switzerland and into other countries around the world. And at this time, this is, like, the late eighteen nineties. Kuno is doing about a million Swiss francs worth of business a year. Now I don't know exactly what the Swiss franc to US dollar exchange rate was at 1,900, but today, the Swiss franc is stronger than the dollar. It's about one to one.

Speaker 0

两者很接近。

They're pretty close.

Speaker 1

所以在十九世纪九十年代,这相当于年营业额百万美元——规模相当可观,他们是行业巨头。

So call it a million dollars of business a year in the eighteen nineties. Like, this is big. They're a big player.

Speaker 0

同样重要的是要记住,手表并非瑞士经济中微不足道的一角。出口手表曾是瑞士经济的重要支柱,也是该国的主要就业来源。

And it's important to remember too. It's not like watches were this little corner of the Swiss economy. Exporting watches was a huge part of the Swiss economy and a huge employer in the nation.

Speaker 1

是的。我们现在谈论的是手表,但需要明确当时的手表形态。它们并非佩戴在手腕上的物品——因为汉斯和劳力士那时还未发明腕表。

Yes. Now we're saying watches here. It's important to know what were watches at the time. They weren't something you wore on your wrist. It was not wristwatches because, basically, Hans and Rolex hadn't invented that yet.

Speaker 1

严格来说他们并非发明者,但确实尚未普及腕表概念。我们讨论的是怀表。没错,这就是当时的行业形态。

They didn't exactly invent it, but hadn't popularized it yet. We're talking about pocket watches. Yes. That's what the industry was at this time.

Speaker 0

部分原因在于功能性。怀表体积更大,因此要实现特定精度所需的机芯零件不必过于微型化,较大体积也提供了更高的安全容错空间。历史上任何尝试将手表戴在手腕的产物,往往要么易损,要么走时极不精准,更多是作为珠宝佩戴。所以当时人们并不称之为腕表。

And part of the reason is functional. Pocket watches were bigger. So the movement to accomplish a certain amount of precision didn't require as little teeny tiny of tools, and you had more margin of safety in bigger watches. And so whenever anyone tried to make a watch and put it on the wrist at this point in history, it was usually fragile or really inaccurate or actually worn more as jewelry. And so they actually didn't call them wristwatches.

Speaker 0

它们被称为腕饰(wristlets),且主要佩戴者为女性。腕饰,确实如此。

They called them wristlets, and they were mostly worn by women. Wristlets. Yes.

Speaker 1

这个话题我们稍后会深入探讨。我知道你已经迫不及待想了解制表工艺背后那些令人惊叹的人类技艺与工程原理。

We'll get more into that later. And I know you're chomping at the bit to give you the technical explanation of the crazy human craft and engineering that goes into watches.

Speaker 0

这太神奇了,简直酷得难以置信。

It's amazing. It's so unbelievably cool.

Speaker 1

让我们暂时回到汉斯的故事。年轻汉斯在库诺公司获得的这份工作,后来被证明对劳力士的未来至关重要。作为秘书,他负责处理全球客户的来信,协调沟通——别忘了他的语言天赋,而其中最擅长的是?英语。

But back to the Hans story for the moment. So the job that young Hans gets here at Kuno turns out to be pretty pivotal for him in the future of Rolex. He is a secretary, which means that he's answering letters from clients all around the world and then responding and coordinating with them. Because remember, he's really good at languages, and what is his best language? English.

Speaker 1

他主要负责与英国市场的大部分客户对接。

He's coordinating with most of their clients in the British market in The UK.

Speaker 0

他恰好处于整个行业的战略枢纽位置,得以洞悉瑞士方面所有生产商的布局方式及整个价值链的运作机制。

And he sits at this really interesting choke point of the whole industry where he understands how all the producers are sort of laid out and how the whole value chain works on the Swiss side of things.

Speaker 1

他正在观察市场上各类手表及其价格波动,这些手表来自不同的制造商和不同的零部件等等。但他也在结识英国的买家,这些买家并非个人,而是零售商——英国的珠宝商,即手表的分销点。

He's seeing the market prices and price action happen for all different types of watches from different makers and different parts, etcetera, etcetera. But he's also getting to know the buyers in Britain who are not individual people. These are retailers. These are the jewelers in Britain. These are the distribution points for watches.

Speaker 1

没错。因此他正在为最终创立劳力士积累完美的商业市场战略背景和分销关系。但不仅如此,他在那里不仅爱上了手表这门生意,还爱上了手表本身及其性能表现。于是他养成了一个习惯:每晚带一批怀表回家,对库诺·戈登交易的产品自行进行走时精度测试。

Yep. So he's getting the perfect business market strategic background distribution relationships for going on to ultimately found Rolex. But it's not just that he falls in love with the business of watches there. He also falls in love with the objects and watches themselves and their performance. So he starts this habit of he would take home batches of pocket watches at night, and he would run his own tests for accuracy on them, on the product that Kuno Gordon was trading in.

Speaker 1

他会将所有怀表同步校时后放置整夜,次日清晨检查各表之间的走时差异并验证精度。传说某天,他从正在测试的最新批次中挑选了三块走时精准的怀表,突发奇想决定送到当地天文台进行严格的天文台计时测试(即精密时计测试)。如果你听过'精密时计'这个术语——它指通过天文台测试、精度足以用于天文导航的计时装置,可能是手表、座钟或各类设备。

So he would set them all at the same time and let them go overnight, and then he would check them in the morning how much they were disparate from one another and check their accuracy. And the legend goes that one day, he gets the idea that he's gonna take three watches that he's found to be quite accurate in this whatever this recent batch that he's testing is, and he's gonna go get them tested at the local astronomical observatory and have them measure these watches according to the strict observatory timekeeping tests, which are also called chronometer tests. So if you've ever heard the term chronometer, a chronometer is a timekeeping piece, could be a watch, could be a larger clock, could be all sorts of devices that has passed these astronomical observatory tests for being accurate enough for celestial navigation.

Speaker 0

是的。大卫,我现在正低头看着这款迪通拿,表盘上写着'劳力士'、'蚝式'、'恒动'——这三个词我们还没讲到。还有'顶级天文台精密时计官方认证'、'宇宙计型'。这些术语我们后续都会解释,但此刻我们正讨论'官方认证天文台精密时计'。

Yes. David, I'm looking down at this Daytona right now, and it says Rolex, Oyster, Perpetual, which all three of those words we haven't gotten to yet. Superlative Chronometer Officially Certified Cosmograph. A lot of words in there that we will get to, but at the moment, where we are is chronometer officially certified.

Speaker 1

对。如今人们可能觉得'哦,挺酷'——你的机械表有官方走时认证。但在当时,这至关重要。

Yes. And today, this is like a, oh, you know, cool. That's cute. Your mechanical watch is, like, officially certified that it keeps good time. Back then, this is critically important.

Speaker 1

对于航海贸易而言,若你从事航运相关事务,天文导航就极其关键。如果你的计时器质量低劣

Celestial navigation, if you're involved in anything in shipping, the maritime trade is critical. If you have a crappy timepiece

Speaker 0

你就会因为导航失误去错地方。所以正如你所说,天文台精密时计认证——没人会为我的怀表做这种认证,毕竟我随时可以参照教堂钟声之类的来校准时间。

You're gonna go to the wrong place because you're using it for navigation. And so to your point, observatory chronometer certification, No one's doing it for my pocket watch that I can set to the local church bell or whatever whenever I need to reset it.

Speaker 1

但年轻的汉斯确实萌生这个想法并付诸实践。猜怎么着?他送检的这三块怀表通过了测试,获得了精密时计认证。当他把表带回库诺公司给老板看时,所有人都震惊了。

But, yeah, young Hans has this idea. He goes and does it. They guess what? These three pieces that he takes, these pocket watches, they pass the test, and they get certified as chronometers. And he takes them back to his bosses at Kuno, and they're like, woah.

Speaker 1

那么咱们

Well, let's

Speaker 0

得好好营销这个卖点。没错。

Gotta market that. Yeah.

Speaker 1

直接印在表壳上,宝贝。懂吗?这是库诺的高光时刻,很快整个行业都会意识到,怀表获得天文台认证确实能促进销量。

Slap that on the tin, baby. You know? And it's this moment of Kuno, and then soon the rest of the industry realizes, oh, actually, chronometer certification on pocket watches helps us move product here.

Speaker 0

没错。还要意识到我们正处在一个时代——这个时代将持续一百多年——佩戴怀表是极其重要的。是的,它不是时尚配饰,也不是可有可无的玩意儿。

Yep. The other thing to realize here is we are in an era where and this era would last the next hundred plus years, but an era where having a watch is super important. Yes. It's not a fashion accessory. It's not a nice to have.

Speaker 0

没有怀表,如果你出门在外就会迷失方向。就像今天没带手机那种空虚感,非常不自在。完全同意,甚至比你描述的更严重。

Without a pocket watch, if you are leaving your house and moving about in the world, you're lost. It's almost like not having your phone today where you feel like I'm floating. It's very uncomfortable. Totally. It's even more than you're saying.

Speaker 1

像智能手机一样是生活必需品,但怀表也像今天的智能手机那样成了解压神器。当你在外排队、手足无措或陷入社交尴尬时,就会掏出怀表把玩表盖——当时人们都这样,就像如今刷手机一样融入日常。

It's like a smartphone in that you need it to function, but pocket watches are also like smartphones today in that they're fidget devices. If you're out in the world and, like, you're waiting in line or you don't know what to do with your hands, you're in a socially awkward situation, you know, whatever, you take your pocket watch out. You're gonna open the clasp. This is what people did. It was just so ingrained in everyone's day to day existence just like a smartphone is today.

Speaker 0

这是行走世间的必备工具,所以才能成为推动瑞士经济的支柱产业,让企业百年前就能出口百万美元货品,吸引如此多关注。它绝非随意配件,而是不可或缺的生活工具。

It's an essential tool for moving about the world, which explains how it's such a huge industry that moves the needle for the nation of Switzerland and how there's these businesses that can be exporting a million dollars worth over a hundred years ago and why there's so much attention being paid to it. It's not a random accessory. It is an essential piece of life, a tool.

Speaker 1

完全正确。汉斯在库诺工作几年并与英国市场接洽后,1903年他心想:我英语不错,又喜欢伦敦,或许该搬去那里。

Totally. So after working at Kuno for a couple years and liaising with the British market, in nineteen o three, Hans decides that, hey. I'm good at English. I like London. I might actually wanna move there.

Speaker 1

于是22岁的他移居伦敦,为当地另一家钟表公司工作——实际上我们不知道公司名字,可能永远无从考证。

So he moves to London at age 22, and he goes to work for another watch company there in London locally. We actually don't know the name. I don't think anybody has ever found the name.

Speaker 0

咱俩读过的五本书里都没提到。

What you and I read, probably, five books between us and wasn't in any of them.

Speaker 1

是的。他在那里工作两年后写道:这家英国公司最让我震惊的是其商业能力与专业缺失并存。1905年,24岁的他自信已具备单干能力,便创立了自己的手表进口公司。

Yeah. He works there for two years, and he writes two things struck me most forcibly about my new employers, this British watch company. On the one hand, their commercial competence, and on the other hand, their lack of specialization. I soon gained confidence in myself, and in nineteen o five, at the age of 24, decided to set up in business alone, feeling that my training and education had prepared me. So he strikes out on his own, starts his own watch importing company there in London.

Speaker 1

但记住那个专业性问题——稍后会再提到。现在汉斯自立门户了,可要实现直接进口瑞士手表并自主销售盈利的目标,他还需要启动资金。

But remember the specialization piece that'll come back in a sec. So Hans is out on his own. There's one problem though, which is in order to do what he wants to do, which is import Swiss watches and sell them directly under his own banner where he makes and keeps the profits there in London, he needs some capital in order to finance the buy.

Speaker 0

得下订单了。

Gotta place the order.

Speaker 1

没错。通过律师牵线,他结识了伦敦当地一位名叫阿尔弗雷德·詹姆斯·戴维斯的投资人。两人在律师安排下会面后一拍即合,决定合伙创业。于是在1905年,举世闻名的威尔斯多夫与戴维斯有限公司——这家顶级腕表贸易商行就此诞生。

Yes. So through his lawyer, he gets connected with a local man in London named Alfred James Davis, who has some money to invest. And so they meet through the lawyer. They hit it off immediately and decide to go into business together. And thus, in nineteen o five, Willsdorf and Davis Limited, the world famous merchant watch trading firm, is born.

Speaker 1

当然,在座各位都没听过威尔斯多夫与戴维斯。但这家公司其实就是劳力士的前身。我们后续会讲到。现在坊间流传的说法是——如果你查阅任何相关历史资料,人们都会告诉你戴维斯是汉斯的妹夫。

And, yes, none of you know Willsdorf and Davis. However, Willsdorf and Davis Limited is Rolex. Yep. As we shall see. Now it's often said that, you know, if you read anything about the history, people will tell you, oh, well, Davis was Hans' brother-in-law.

Speaker 1

他娶了汉斯的妹妹安娜。这确是事实,但我认为这段姻缘实际发生在汉斯与阿尔弗雷德合伙之后。我推测安娜是通过汉斯认识的戴维斯。

He married Hans' younger sister, Anna. That is true, but I believe that didn't actually happen until after Hans and Alfred went into business together. I think Anna met Davis through Hans.

Speaker 0

但本质上这是威尔斯多夫的公司。戴维斯能挂名还挺有趣的,我感觉他主要就是个投资人。对,他确实参与了些,但就像雅达利不叫雅达利,而叫布什内尔与瓦伦丁公司一样。

But, really, it is Willsdorf's company. It's kinda funny that Davis's name is on it. I kinda get the sense he's mostly capital. Yeah. He's there a little bit, but it's almost as if, you know, Atari instead of being Atari is Bushnell and Valentine.

Speaker 0

这个例子很贴切。

That's the equivalent here.

Speaker 1

确实如此。后来随着戴维斯娶了汉斯的妹妹,两家关系自然更密切了。不过这家企业归根结底是汉斯在掌舵,戴维斯信任他的能力。

I think that's right. And, obviously, they get closer over time as they become family when Davis marries Hans' sister. But, yeah, I think this is Hans' business. He's running it. Davis trusts him.

Speaker 0

嗯。那他们具体经营什么业务?

Yep. And so what is the business doing?

Speaker 1

创业初期的商业计划就是延续汉斯当时的职业生涯主线——将瑞士制造的顶级腕表进口到需求旺盛的伦敦市场。

Well, the business plan when they get going is they're gonna do what Hans has been doing his whole career at this point in time, which is importing Swiss made highest quality in the world watches into the London market where there is high demand for them.

Speaker 0

他们不直接面向消费者销售对吧?

And they're not selling directly to consumers. Right?

Speaker 1

不。就像在库诺·科尔滕时期一样,买家是零售商,也就是珠宝商。当时没有终端消费者知道他们的手表是谁制造的。他们会走进零售店说,先生,给我一块上等的瑞士手表,然后零售商就会卖给他们。

No. Just like back at Kuno Korten, the buyers are the retailers, are the jewelers. No end consumer had any idea who made their watch at this point in time. They would walk into the retailer, say, give me a fine Swiss watch, sir, and the retailer would sell it to them.

Speaker 0

然后零售商从柜台里取出一块。你低头看表盘,表盘上印着零售商的名字,你只能相信零售商是从某个进口商那里买到了好表,而进口商又是从瑞士那边某个能把机芯、表壳等组装成好表的人那里买的。这里有个细节,有时进口商会进口整表,有时只进口机芯,再单独进口表壳,然后自己组装。

And the retailer would take one out from the case. You look down at the face of the watch. The face of the watch has the retailer's name on it, and you're just trusting that the retailer bought a good watch from some importer who bought a good watch from someone on the Swiss side who managed to create a good watch by putting a movement and a case and all that together. Now there's a little bit of detail in there where sometimes the importer would import a fully built watch. Sometimes the importer would just import a movement, and then they would import a case differently, and then they would put together themselves.

Speaker 0

但最让我震惊的是,当时的零售商就是手表上的品牌。

But this was the craziest thing that struck me is the retailer is the brand on the watch at this point in time.

Speaker 1

是的。产品本身没有品牌。

Yes. There is no brand for the product.

Speaker 0

没错。所以威尔斯多夫和戴维斯在价值链中的位置是进口手表,然后卖给零售商去贴牌。

Right. So Willsdorf and Davis is occupying the spot in the value chain where they are importing the watches and then selling them to retailers to brand.

Speaker 1

对。你刚才提到一个重点,就是有两种操作方式:要么从瑞士进口完整成品手表——可以说是整件产品,由威尔斯多夫和戴维斯这类贸易公司或库诺·科尔滕出口,要么零售商直接向库诺·科尔滕采购等等。

Yes. Now you said there a minute ago something really important, which is there were kinda two ways that this would happen. You would either import fully finished watches from Switzerland, a whole product, so to speak, and either a trading firm like Willsdorf and Davis would do this or Kuno Korten would export it, or maybe the retailers would buy directly from Kuno Korten, etcetera.

Speaker 0

如果他们规模够大的话。

If they were big enough.

Speaker 1

对,规模够大就行。威尔斯多夫和戴维斯做的就是说,汉斯通过在库诺·科尔滕的工作经历,认识所有最好的机芯制造商和表壳制造商。

If they were big enough. Yep. What Willsdorf and Davis are doing is they're saying, well, Hans knows through his time at Kuno Korten all the best movement makers, all the best case makers.

Speaker 0

没错。他在价值链上更上游一层运作,相当于在瑞士这边做整合。

Right. He operated one click up the value chain, sort of aggregating on the Swiss side.

Speaker 1

正是如此。

Exactly.

Speaker 0

所以现在他直接与进口商层面合作,在价值链上往下走了一步,他心想:我依然可以整合所有这些生产商,开始自己组装手表。

So now that he's operating down on the importer level, one click down the value chain, he's like, I can still aggregate all these producers and start building a watch myself.

Speaker 1

没错。他并不制造任何部件,而是在组装成品。因此他会让英国的制表师用从瑞士进口的最佳机芯,搭配他能找到的最优质表壳进行组装——这正是他为这个行业带来的增值部分。

Yes. So he's not making anything, but he is assembling the finished product. So he would have watchmakers there in Britain assemble the best movements that he would import from Switzerland with the best cases that he would find, and that was part of his value that he's adding to the industry here.

Speaker 0

现在这个时间点很关键。钟表行业有太多专业术语,我们本期会尽力为大家解读。通俗来说,机芯(movement)就是让手表滴答走时、驱动指针的内部核心部件。

And this is probably an important time. There is so much lingo in the watch industry, and we're gonna do our very best on this episode to demystify it. Movement in lay speak is the hole inside that makes the watch tick and drives the hands.

Speaker 1

对,不是表盘对吧?

Yep. Not the dial. Right?

Speaker 0

正确。不包括表盘、指针、表壳或玻璃表镜。而机芯,就像你说的——

Correct. No dial, no hands, no case, no glass front. And the movement, I think, like you said,

Speaker 1

可以说是最关键的部件。

is kinda the critical piece.

Speaker 0

完全同意。这才是最难的部分。表壳固然重要,

Absolutely. That's the hard thing. Case is important.

Speaker 1

表盘重要,指针也重要,但这些都关乎美学。就性能而言,100%取决于机芯。就像半导体生产,如果你是机芯制造商,就相当于这个领域的台积电。

Dial is important. Hands are important, but that's all aesthetics. And as far as performance goes, 100% movement. It's like semiconductor production. If you're a movement maker, you're like TSMC here.

Speaker 0

没错。天文台认证(chronometer officially certified)特指机芯。实际上只有机芯会接受测试,而不是装配完成的整表。

Right. Chronometer officially certified refers to the movement. Actually, in fact, only the movements are tested, not the whole final cased watch.

Speaker 1

不是成品手表。是的。

Not the finished watches. Yes.

Speaker 0

那么,大卫,他是从谁那里进口机芯的?又是如何结识那位机芯制造者的呢?

So, David, who is he importing movements from, and how does he meet said movement maker?

Speaker 1

这就引出了劳力士方程式的另一半。一位名叫让·埃格勒的人,他位于瑞士北部的比恩山区——重点在于,不是日内瓦。对,不是日内瓦。

Well, that brings us to the other half of the Rolex equation. One, Jean Egler, based in Bien, Switzerland, which is in the mountains of the north of the country. Importantly, not Geneva. Yeah. Not Geneva.

Speaker 1

日内瓦其实位于瑞士西南部,紧邻法国。而埃格勒的机芯工坊坐落在当时瑞士山区的一个小镇上。事实证明,他在制表机芯领域堪称世代难得的天才。尤其擅长制造那些既精准度媲美市场上最高品质、最精密、最准确的机芯,同时体积却小巧得多的微型机芯。

Geneva is in the Southwest of the country in Switzerland right next to France. So Egler runs this movement workshop up in what is then a tiny little town in the Swiss mountains. And it turns out that he's actually kind of like a generational talent at watch movement making. And in particularly, what he's really, really, really good at is making movements that are accurate and on par with the highest quality, most precise, most accurate movements out there on the market, but are also much smaller in size. He's making miniature movements.

Speaker 1

汉斯在库诺·科顿工作时结识了让,他当时就觉得:'嘿,这家伙简直是深山里的璞玉,其技艺不逊于任何机芯大师。'

And Hans had gotten to know Jean when he was working at Kuno Korten, and he kinda thought like, oh, hey, man. This guy is a diamond in the rough up there in the mountains. He's as good or better as any movement maker.

Speaker 0

而且他是在市场尚未成型时就着手制作这些微型机芯,简直就像是为了挑战自己所能想到的最高难度。

And he's making these miniature movements before there's a real market. It's almost like he's just doing it because it's the hardest thing he can think of.

Speaker 1

完全正确。这就像他的癖好——'我要突破人类工艺极限,看能把机芯做到多小?'虽然业内认可他的实力,但当时还算不上行业巨头。

Totally. It's like his hobby horse. I'm gonna push the limits of human achievement of how small can I make this thing? Yes. I think it's probably known and respected in the industry, but wasn't a large player.

Speaker 1

而汉斯意识到:'此人正是我实现差异化的关键。'

And Hans is like, oh, actually, this guy is my ticket to differentiation here.

Speaker 0

我得记下他的地址,等以后给他写信

I'm keeping his address so I can write him a letter when I get to

Speaker 1

等我创办自己的公司时。

When I start my own company.

Speaker 0

没错。

Yeah.

Speaker 1

现在我们来到威尔斯多夫与戴维斯公司的初创时期。1905年,汉斯正在将埃格勒的机芯进口到英国,装入表壳后销售。这段合作关系持续了整整99年,直到2004年劳力士收购埃格勒——当时埃格勒仍在为劳力士生产机芯。我认为双方从未签订过正式协议。

So here we are at the beginning of Willsdorf and Davis. Hans is importing these movements from Egler that he's putting into cases, selling his watches here in The UK. This is nineteen o five. This carries through this relationship for the next ninety nine years until Rolex finally buys Egler in 2004 where Egler is making the movements for Rolex watches. And I don't think there's ever any real formal arrangement here.

Speaker 1

本质上就是个握手协议。

It's basically a handshake deal.

Speaker 0

没错。我们会为你们生产机芯,一个持续99年的握手协议。

Yep. That's correct. We will make your movements, handshake deal for ninety nine years.

Speaker 1

是的。后来劳力士取得的所有成就,其根基正在于此。

Yes. All of Rolex, everything it becomes, this is the basis of it.

Speaker 0

当时他们还不是独家合作。1905年首次下单时,双方就开始有些微妙博弈——表盘正面没有品牌标识,零售商可以刻自己名字。这让汉斯很不舒服,他觉得'这些是我的表,凭什么让零售商署名?'

And so they weren't exclusive yet. So in nineteen o five, they're placing their first order, and there's already a little bit of a dance that's starting to happen where, of course, the front of the watch on the dial is unsigned, so the retailer can put their name there. This already is starting to rub Hans the wrong way. He kinda feels like, these are my watches. Why does the retailer get to put their name on it?

Speaker 0

于是他找到埃格勒说:'我们销售的表必须打威尔斯多夫与戴维斯的品牌。我理解机芯是你们造的,但总得有个地方体现品牌。'最终他说服埃格勒在机芯上刻'W&D'标记,同时要求表壳供应商在内侧也刻上'W&D'。所以1905年最初几年的情况是:机芯和表壳内侧有W&D标识,但表盘正面没有。

And so he goes to Egler and says, the ones we're gonna sell, these are Willsdorf and Davis watches. I understand you made the movement, but we gotta brand it somewhere. And so he gets Egler to buy in on this idea that on the movement, they're gonna put a w and d. And then also inside the case back for whoever they're buying the case from, they also inscribe w and d. And so that's the state of things here in nineteen o five in those first few years after is there's a w and d on the inside case back on the movement, but not on the face of the watch.

Speaker 1

对,这就涉及到他们当时生产的表款类型。那时还是怀表的天下,腕表的概念尚未进入汉斯的脑海——尽管埃格勒专精小型微型机芯。还记得汉斯如何评价他早期英国雇主缺乏专业性的吗?

Yep. Which gets into the type of watches that they're making here. Now we're still in pocket watch land. The wristwatch vision hasn't really entered Hans' brain yet, even though Eggler's specialty is these small miniature movements. So remember what Hans said about his earlier British employers and their lack of specialization.

Speaker 1

他在自传中继续写道,自己如何在威尔斯多夫与戴维斯采取不同策略:'我负责公司的财务和管理事务。从创立之初,我们的根本策略就确保成功——只经营专业钟表产品,尤其是创新品类。我们开发的第一个专业产品是旅行怀表,采用顶级皮革表套。我立即向市场大量投放这个系列,涵盖所有可能的款式与设计。'

He continues in his autobiography talking about how he decided to do things differently here at Willsdorf and Davis. Quote, I undertook the financial side and management of our concern. From the very outset, our success was assured by our fundamental policy to trade only in specialty horological products and especially in new lines. The first specialty we adopted was the traveling watch called a portfolio watch cased in the finest quality leathers. This line, I immediately placed in large quantities on the market, the range covering every possible style and design.

Speaker 1

重申一次,当时还没到腕表时代,但他的突破策略就是:通过差异化制胜。

So, again, we're not at wristwatch yet, but he's like, the way that I'm gonna succeed and break through here is through differentiation.

Speaker 0

没错。就像我们常说的:打造伟大企业的关键,是提供独特价值——让人们必须找你,而不是去普通市场采购。当然这并不意味着你肯定能成功。

Yes. To do something different. It's It's like we always talk about. The most important thing to build a huge successful business is to do something different and unique that people have to come to you for and can't go to the commodity markets. Now that doesn't necessarily mean you're right.

Speaker 1

是啊。因为他对旅行腕表的看法不对。

Yeah. Because he's not right with traveling watches.

Speaker 0

我们在《Acquired》节目里从没讲过那些想做出极度独特、与众不同产品却不符合市场需求的人的故事,但经典法则就是你必须逆向而行且正确。

We don't tell any of the stories here on Acquired of all the people who wanted to do something extremely unique and different and was not what the market wanted, but it's the classic you have to be contrarian and right.

Speaker 1

没错。而且你看,我理解汉斯写的那些内容了。或许他是对的,听起来旅行腕表确实取得了足够的成功。

Yeah. And, you know, I got it. I guess reading what Hans wrote there. Maybe he was right. It sounds like the traveling watch was a success enough.

Speaker 1

他当时可能觉得那算成功了。后来据传说,在公司成立不久专注于这些旅行腕表时,汉斯某天读到关于南非第二次布尔战争的记载。本,我完全不知道我所有的欧洲历史课都应该...

He probably thought it was a success at the time. Yeah. So then, as legend has it, one day, shortly after starting the company and focusing on these travel watches, Hans is reading an account of the second Boer War in South Africa. Ben Ben, I never knew that all of my, like, European Absolutely. History lessons should

Speaker 0

...我昨天刚发推说过这个。

get I tweeted this yesterday.

Speaker 1

我知道我知道。谁能想到有一天我们的生计会取决于AP欧洲历史课呢?

I I know. I know. Who knew that our livelihoods would depend on AP European history someday?

Speaker 0

说得对。

That's right.

Speaker 1

总之,汉斯读到南非第二次布尔战争的记载,发现参战士兵都佩戴腕表来协调行动、射击时间和部队调度,即便持枪时也能操作。

Anyway, Hans is reading an account of the second Boer War in South Africa, and he reads that the soldiers that had fought had worn wristwatches so that they could coordinate their movements and their firing times and all the troop movements even while they were holding guns.

Speaker 0

你知道为什么这场战争特别需要佩戴腕表吗?

Do you know why in particular this war had them wearing wristwatches?

Speaker 1

哦我不清楚。我只是推测当时技术已足够进步。因为那个时代腕表已经存在,只是不被视为正经手表。

Oh, I don't. I just assumed that the technology had progressed enough. Because wristwatches existed at this point in time. They just weren't thought of as serious watches.

Speaker 0

这是部分原因。气候。哦,是的。当然。他们不能穿外套,所以无法伸手从口袋里掏出怀表。

That was part of it. Climate. Oh, yes. Of course. They can't wear their jackets, and so they can't reach into their pocket and grab a pocket watch.

Speaker 1

当然,因为那里很热。没错。气候因素将在腕表行业的发展中再次变得重要。那里的士兵和军官会使用这些腕表,因为尽管它们不如怀表精确,就像你说的,本,你可能没穿外套。即使穿着外套,比如在战斗中,你得停下来,放下枪,从背心里取出怀表,打开表盖。

Of course, because it's hot there. Yep. Well, climate is gonna become important again here in the development of the wristwatch industry. So the soldiers and officers there would use these wristwatches because even though they weren't as accurate as pocket watches, like you said, Ben, you probably weren't wearing a jacket. Even if you were wearing a jacket, like, you're engaged in battle, you gotta stop, put your gun down, take your pocket watch out of your vest, open the case.

Speaker 1

不。

No.

Speaker 0

你评估价值的轴线与在伦敦街头闲逛时完全不同。

The axis upon which you evaluate value is a different axis than when you're hanging out on the streets of London.

Speaker 1

是的。据说,当汉斯读到这个时,就像一道闪电,他有了关键洞察。见鬼,如今不仅仅是士兵。实际上,世界上很多人都会受益于手腕上有一块精确的时计,只需转动手腕低头看,而不是用怀表。

Yes. Supposedly, as Hans is reading this, like a bolt of lightning, he has the key insight. Well, hell, it's not just soldiers these days. It's actually, like, a lot of people in the world that could benefit from having an accurate timepiece on their wrist that they could just turn their wrist and look down and look at instead of a pocket watch.

Speaker 0

有趣的是他打电话给埃格勒,也许是写信。我不太确定。

Now the funny thing is he calls Egler maybe he writes to Egler. I don't exactly know.

Speaker 1

他给他发了条短信。

He sends him a text.

Speaker 0

他下了埃格勒公司历史上最大的订单,几十万瑞士法郎购买了一大批这种小型机芯。整件事最大的讽刺在于他某种程度上错了。腕表的时机尚未成熟。布尔战争并没有成为推动世界惊呼'哇,腕表'的契机。士兵们从布尔战争归来,仍处于手镯式腕表的时代。

He places the largest order in Egler's company history, several 100,000 Swiss francs for a bunch of these tiny movements. And the great irony of this whole thing is he's kind of wrong. The time was not right for wristwatches yet. The Boer War was not the shove that the world needed to say, woah, wristwatches. The soldiers come back from the Boer War, and it's still kind of the wristlets era.

Speaker 0

当时并没有足够的动力让它遍地开花。不过对威尔斯多夫和戴维斯这家小公司来说问题不大,他们不需要太大的市场来满足业务需求。但还要再过十年,直到一战爆发,才出现了这个极其不幸的顺风——人们突然意识到:天啊,我们现在需要大量腕表。

There's not really enough inertia to make it take off everywhere. Now it's kind of okay because Willsdorf and Deus is still this small company, so they don't need that big of a market to address to feed the needs of the business. But it would be another ten years before World War one happened, and you had this incredible unfortunate tailwind saying, oh my god. We need tons of wristwatches now.

Speaker 1

没错。专业计时腕表市场确实开始形成,尤其是在帝国边远地区。澳大利亚、南非(布尔战争后),特别是印度。这些地方你很可能不常穿外套或马甲。这就是威尔斯多夫和戴维斯腕表市场的初始种子。

Yep. There does start to be a market for serious timekeeping wristwatches, particularly in the far reaches of the empire. So Australia, South Africa, of course, after the Boer War, and especially India. These are places where you're probably not wearing a jacket or a vest that much. So this is the initial seeds of the wristwatch market for Willsdorf and Davis.

Speaker 0

真有趣。

So interesting.

Speaker 1

但汉斯此刻是个真正的信徒。这不仅是帝国的未来,连英国民众也会渴望这种产品。在他看来,无需再从马甲里掏出怀表的好处不言而喻。

But Hans is, a true believer at this point in time. It's this is gonna be the future way beyond just the empire. People in Britain are gonna want this too. It's obvious to him why you wouldn't wanna have to reach into your vest to bring out your pocket watch.

Speaker 0

他像个狂热分子。

He's like a zealot.

Speaker 1

他就是个彻头彻尾的狂热分子。所以他心想:好了,我们有了这个杀手级产品,我们是市场开拓者,基本上要开创整个行业。

He's a total zealot. So he's like, alright. We've got this killer product. We're first to market. We're basically gonna invent this whole market.

Speaker 1

我们需要给产品起个名字,要让消费者知道如何指名购买我们的手表,需要为这个行业创造专属术语。这时他受到了柯达相机的启发

We need a name for the product. We need something that's gonna make consumers know to ask for this product for our watches. We need to coin the term for the industry. And he's inspired here by the Kodak camera

Speaker 0

没错。

Yes.

Speaker 1

柯达相机当时已存在多年,并非由柯达公司制造,而是伊士曼公司的产品。据我所知,柯达是首个完全自创的品牌名称,这个名字本身毫无含义。

Which by then had been around for a while and was made not by the Kodak company, but by the Eastman company. And Kodak, I believe, was the first invented product brand name, and it was a name that meant nothing.

Speaker 0

对,我记得是这样。而且它刻意不具含义,发音简单易记。

Yeah. I think that's right. And it intentionally meant nothing. It was easy to pronounce. It was easy to say.

Speaker 0

看一眼就能记住,非常洗脑。

You could see it once. It was very memorable.

Speaker 1

在任何语言中都适用,五个字母组成,朗朗上口。据说伊士曼和他母亲用字谜游戏想出了柯达这个名字。他提到命名时主要考虑三个核心要素。

It worked in any language. It was five letters. It had a great sound to it. So, supposedly, Eastman came up with the name Kodak with his mother using an anagram set. He And said that there were three principle concepts that he was looking for in the name.

Speaker 1

第一,它应该简短易发音,适用于任何语言,且不应与其他名称相似或关联任何事物。没错。总之,汉斯从中获得灵感,决定为他的新手表找一个像柯达那样的名字。他写道,我尝试了字母表里所有可能的字母组合,得到了约100个名字,但感觉都不太合适。

One, it should be short, easy to pronounce, it should work in any language, and it should not resemble any other name or be associated with anything else. Yep. Anyway, Hans takes inspiration from this, and he decides that he needs a Kodak for his new wristwatch. And he writes, I tried combining the letters of the alphabet in every possible way. This gave some 100 names, but none of them felt quite right.

Speaker 1

那是一个早晨,我坐在由马匹牵引的双层巴士上层,沿着伦敦的齐普赛街行驶时,一个好精灵在我耳边低语:劳力士。他很擅长编造神话。

It was one morning when I was sitting on the upper level of a double decker bus, powered at that time by horses, driving alongside Cheapside in London that a good genie whispered in my ear, Rolex. He's good at myth making.

Speaker 0

如今许多初创企业都是这样命名的。

Many startups are named this way today.

Speaker 1

完全正确。这次富有成果的旅程几天后,威尔斯多夫和戴维斯在瑞士提交并正式注册了劳力士品牌。注意这是品牌名,还不是公司名。它叫‘威尔斯多夫与戴维斯的劳力士’。

Totally. And a few days after this fruitful journey, the Rolex brand was filed and then officially registered in Switzerland by Willsdorf and Davis. Now this is a brand name. This is not yet the company name. It's Rolex by Willsdorf and Davis.

Speaker 1

于是他们先在瑞士注册商标,几年后又去伦敦注册。

So they trademark it in Switzerland. A couple years later, they trademark it in London.

Speaker 0

你看,它简短、易读、好记,在所有语言中都一样。但还有一个特质让它真正完美——当你听到‘劳力士’时,会联想到旋转手表表冠的动作。

And, you know, it's short. It's easily pronounceable. It's memorable. It's the same in every language. But there is this one other characteristic that makes it really perfect, which is when you hear Rolex, you can kinda think about rolling a crown of a watch.

Speaker 0

就是那个凸出来用来上发条的小旋钮。这个名字能唤起这种联想,而且字母x还带着计时器的感觉,就像滴答滴答的走时声。‘劳力士’听起来就像你旋转表冠直到尽头的感觉。你能直觉出什么样的产品会叫劳力士。

You know, that little knob that's sticking out from it that you use to wind the clock. It channels that, and there's also the x kinda has a timekeeping feel to it also. It almost is like the tick tick tick tick tick tick tick. A Rolex feels like maybe you're turning the crown until it hits the end or something like that. You can intuit the type of product that would be called Rolex.

Speaker 1

没错。所以汉斯想:太好了,我有了自己的‘柯达式’名字。

Yes. Totally. So Hans is like, okay. Great. I've got my Kodak name.

Speaker 1

我有了品牌,开创了这个新品类。要怎么让消费者认可它呢?

I've got the brand. Invent this new category. How am I gonna legitimize this with customers?

Speaker 0

嗯,我有个以前用过的妙招。

Well, I have this one cool trick that I've used before.

Speaker 1

没错。我掌握了一个绝妙的技巧。我打算用手表而非怀表演示这个技巧。1910年,他将首枚腕表机芯送往瑞士钟表学院,获得了世界上首个腕表天文台认证评级。

Exactly. I had the one cool trick. I'm gonna do the one cool trick just with wristwatches instead of pocket watches. In 1910, he sends the first wristwatch movement to the school of horology in Switzerland to be awarded the world's first wristwatch chronometer rating.

Speaker 0

这意义重大,因为此前人们根本不认为这类东西能精准计时。没有埃格勒之前,它们确实不行。完全正确。

Which is a big deal because people just did not think these things were accurate before. And without Egler, they kinda weren't. Exactly.

Speaker 1

获得瑞士钟表学院认证固然不错,但这毕竟不是天文台认证。其分量远不如——比方说——英国皇家天文台的认证。因此汉斯和埃格勒持续改进产品,精进机芯工艺。埃格勒制造顶级腕表机芯的技艺日益精湛。

Now getting certified at the school of horology in Switzerland is nice and all, but this isn't an astronomical observatory. This doesn't carry the same weight as something like, oh, say the royal observatory there in England. So Hans and Egler keep working on these products, refining the movements. Egler is getting better and better at making wristwatch movements that are truly great.

Speaker 0

时间来到1910年,然后是1911年。转眼已是1912年。威尔斯多夫特意询问埃格勒:能否制造出获得天文台认证的腕表?

1910 goes by. 1911 goes by. We're here in 1912. Willsdorf asked Egler specifically, hey. Can you produce a wristwatch capable of achieving an observatory timekeeping certificate?

Speaker 0

正如你提到的戴维,面对皇家天文台的挑战,埃格勒回应:让我试试,我这就开始工作。不过仍需数年时间。

And David, as you mentioned, the royal observatory, and Egler says, let me try, and let me get to work. It still takes a couple more years.

Speaker 1

经过两年研发,1914年初夏,汉斯终于将埃格勒的机芯送至英国基尤皇家天文台(Kew Observatory)接受测试。基尤不仅是英国备受尊崇的天文及精密时计检测机构,更是当时英国皇家海军所有航海天文钟的指定检测中心。

So he works for two years. And then finally, in early summer nineteen fourteen, Hans takes one of Egler's movements to the Kew Royal Observatory in England, k e w q, for testing. Now Kew is not only a well respected observatory for astronomical and specifically timepiece testing there in England. It's where all the marine chronometers for the British Royal Navy are tested. The British Royal Navy at this point in time.

Speaker 1

我们谈论的是大英帝国——当时全球最强大的海军力量。

We're talking the British Empire, the greatest navy in the world.

Speaker 0

测试历时45天。他们进行了严苛检测,确保这款航海天文钟能精准指引士兵和水手们的航向。

And it takes forty five days. They put it through the ringer to make sure that this marine chronometer is gonna get our soldiers, our sailors where they need to go.

Speaker 1

不仅如此,该机构还与英国另一座伟大的天文台——格林尼治皇家天文台有着密切关联。没错,就是发明格林尼治标准时间的地方。可以说这是全球最重要的计时机构。

And even more than that, it is, of course, affiliated with the other great observatory in England, the Greenwich Royal Observatory Yes. Which, you know, was where Greenwich Mean Time was invented. We are talking, like, probably the most important timekeeping institution in the world.

Speaker 0

戴维,你去过格林尼治吗?没有。真想去看看。你呢?

Have you been there, David, to Greenwich? No. No. I wanna go. Have you?

Speaker 0

伦敦有座超棒的计时历史博物馆。大约十五年前的夏天,我在伦敦待过一阵子,专门花了一天时间去参观,简直令人惊叹。

There's an awesome museum with the history of timekeeping. When I spent some time in London of summer, jeez, fifteen years ago, I went and spent a day there. It was amazing.

Speaker 1

哦我们一定得去。对,去日内瓦路上顺道参观。完美。那么,让我们继续回到正题。

Oh, we gotta go. Yeah. We'll stop by on our way to Geneva. Perfect. So, again, here we are.

Speaker 1

1914年初夏,汉斯提交了这款腕表机芯进行检测。经过45天严苛测试后,1914年7月15日,结果出炉——它通过了考核,获得了史上首个授予腕表的最高精度认证QA(kew-a级),本应引发全球范围的盛大庆祝,可惜此时第一次世界大战已爆发三周了。

It's early summer nineteen fourteen. Hans has submitted this wristwatch movement to queue. And after the forty five day rigorous battery of testing, on 07/15/1914, it comes back. It has passed, and it receives the first class a precision certificate known as the QA, k e w dash a, certification ever awarded to a wristwatch, cause for great, great celebration and fanfare all around the world, except that it is three weeks after World War one starts. Yeah.

Speaker 1

就在汉斯送检到获得认证期间,斐迪南大公在波斯尼亚被塞尔维亚民族主义者刺杀。欧洲各国同盟关系瞬间引爆,转眼间全世界都陷入了战争。

So between the time that Hans had brought the watch in for testing and when it finally gets the certification, archduke Franz Ferdinand is assassinated in Bosnia by a Serbian nationalist. The whole rat's nest of European alliances gets triggered, and next thing you know, the whole world is at war.

Speaker 0

一方面没人关心腕表了,战争爆发了嘛。但另一方面,

On the one hand, nobody cares about watches. There's a war breaking out. On the other hand,

Speaker 1

所有人都开始重视腕表了。对吧?没错,正是如此。

everybody cares about watches. Right? Yeah. Exactly. Exactly.

Speaker 1

一战对劳力士而言是真正的转折点——既是品牌与行业最好的机遇(让全球开始关注腕表),也是最直接的打击。英国国内反德情绪突然疯狂高涨,各种恶劣宣传层出不穷,我之前都没意识到这点。

So World War one is truly the first crucible moment for Rolex because it's the best thing that ever happened to the company and the industry. It made the whole world care about wristwatches. Also, it's very directly the worst thing because all of a sudden, German sentiment in Britain goes through the roof, totally insane. There's all sorts of horrible propaganda. I didn't realize this till now.

Speaker 1

知道为什么英国人把德国牧羊犬叫阿尔萨斯犬吗?

Do you know why British people call German shepherds Alsatians?

Speaker 0

嗯,因为他们不想用德国这个称呼。

Yeah. Because they don't wanna call them German.

Speaker 1

正是如此。当时英国充斥着针对德国人的种族歧视,这极其荒谬——毕竟英国皇室就是德国血统。维多利亚女王嫁的阿尔伯特亲王就是德国王子。

It's because of this. Yeah. There's all sorts of racism against Germans in England and in Britain, which is utterly ridiculous because the British royal family was German. So Queen Victoria married prince Albert. Prince Albert was a German prince.

Speaker 1

整个英国王室都是德国人。那时他们将姓氏改为温莎。哦,是温莎,他们原来的家族姓氏是萨克森-科堡-哥达。

The whole British royal family was German. This is when they changed their name to Windsor. Oh, that's Windsor, their family name was Saxe Coburg Gotha.

Speaker 0

当你在与德国人交战时,这可不是个好主意。

Which isn't gonna play well when you're at war against the Germans.

Speaker 1

不。不。不。不。不。

No. No. No. No. No.

Speaker 1

不。

No.

Speaker 0

说到在与德国人交战时不太合适的事,1914年你在英国可没法打造一个强大的消费品牌

Speaking of things that aren't gonna play well when you're at war against the Germans, you're not building a strong consumer brand in Britain in 1914

Speaker 1

叫威尔斯多夫。但我是说,如果英国王室都在重塑品牌

called Willsdorf. But, I mean, if the British royal family is rebranding

Speaker 0

改名换姓。

Changing their name.

Speaker 1

对。尽管此时威尔斯多夫已成为归化英国公民,但威尔斯多夫与戴维斯公司也需要重新命名。

Yeah. Willsdorf and Davis also needs to rebrand despite the fact that at this point, Willsdorf is a naturalized British citizen.

Speaker 0

而且他对德国毫无认同感。他一生中从未认为自己是个德国人。

And feels no affiliation to Germany. He really doesn't ever in his life consider himself German.

Speaker 1

完全同意。完全同意。但这就是劳力士公司的诞生。于是在1915年,他们用品牌名劳力士重新命名了整个公司,劳力士钟表有限公司就此成立。

Totally. Totally. But this is the birth of the company Rolex. So in 1915, they renamed the whole company after the brand name Rolex, and the Rolex Watch Company Limited is founded.

Speaker 0

那么大卫,我正想问你,这如何成为一家瑞士手表公司?答案无疑就在第一次世界大战期间的这个时候。好的,听众们。现在正是向大家介绍我们节目新朋友WorkOS的绝佳时机,我们对此感到非常兴奋。

Well, David, I was about to ask you, how does this become a Swiss watch company? And the answer is definitely right around this time in World War one. Okay, listeners. Now is a great time to tell you about a new friend of the show we are very excited about, WorkOS.

Speaker 1

没错。WorkOS是企业级就绪平台,被OpenAI、Cursor、Perplexity、Vercel、Plaid等数百家成功企业所采用。

Yes. Work OS is the enterprise ready platform used by OpenAI, Cursor, Perplexity, Vercel, Plaid, and literally hundreds of other winning companies.

Speaker 0

那么这些公司都用WorkOS做什么呢?想象你是一家快速发展的初创公司。你已实现产品市场匹配,并开始收到大型企业客户的主动询盘。这很令人兴奋。但随后他们发来了安全调查问卷。

So what are all these companies using Work OS for? Imagine you're a fast growing startup. You've got product market fit, and you're getting inbound interest from big enterprise customers. Very exciting. But then they send you their security questionnaire.

Speaker 1

是的。这份问卷长达47页,里面的要求读起来像字母汤。你们支持SAML 2.0吗?能与我们Okta集成吗?有SCIM配置功能吗?SCIM?

Yep. And it's like 47 pages long with requirements that kinda sound like alphabet soup. Do you support saml 2 dot o? Can you integrate with our Okta? Do you have SCIM provisioning, SCIM?

Speaker 1

RBAC(基于角色的访问控制)呢?而你心里想着:我连这些缩写是什么意思都不知道,更别说如何实现了。

What about RBAC, r b a c? And you're thinking, I have no idea what these acronyms even mean, let alone how to implement them.

Speaker 0

关键在于,这些不是锦上添花的功能,而是交易的门槛。没有单点登录(SSO)、没有SCIM、没有RBAC、没有审计日志,你根本没法达成企业级交易,就这么简单。

So here's the thing. These are not nice to haves. These are deal blockers. Without SSO, without SCIM, without RBAC, without audit logs, you simply cannot close enterprise deals, period.

Speaker 1

但这些功能都不会让你的核心产品变得更好。用我们在Acquired节目里最喜欢的比喻来说,它们不会让啤酒更好喝。如果你正在开发设计工具,花六个月构建SAML认证并不会让你的设计工具更强大。

But none of these features make your core product better. They don't make your beer taste better, to use our favorite analogy here on Acquired. So if you're building like a design tool, spending six months building SAML authentication doesn't make your design tool more powerful.

Speaker 0

这时WorkOS就派上用场了。他们为企业功能打造了类似Stripe的解决方案。WorkOS将企业认证需求转化为即插即用的API,尽可能消除不必要的复杂性。

So this is where WorkOS comes in. They've built Stripe for enterprise features. WorkOS turns enterprise authentication requirements into drop in APIs, abstracting away as much unnecessary complexity as possible.

Speaker 1

因此你的团队无需花费数月研读SAML规范,几分钟就能实现企业单点登录。WorkOS处理用户配置、权限管理、审计日志等所有企业IT要求的必选项。

So instead of your team spending months reading SAML specs, you can implement enterprise SSO in minutes. WorkOS handles user provisioning, permissions, audit logs, all the checkbox items that enterprise IT requires.

Speaker 0

所以无论你是试图赢得首个企业客户的种子期公司,还是已在全球扩张的大型企业,WorkOS都是最快实现企业级就绪的途径。

So whether you are a seed stage company trying to land your first enterprise customer or already big and expanding globally, WorkOS is the fastest path to becoming enterprise ready.

Speaker 1

只需访问workos.com或直接给他们Slack支持发消息。那里有真正的工程师会快速解答问题。联系时,记得告诉他们是本和大卫推荐你来的。

Just visit workos.com or just message their Slack support. They have real engineers in there who answer questions fast. And when you get in touch, just tell them Ben and David sent you.

Speaker 0

那我们怎么去瑞士?

So how are we getting to Switzerland?

Speaker 1

没错。劳力士是如何成为瑞士制表公司的?显然,反德情绪是部分原因。但我觉得如果仅此而已,劳力士可能就留在英国了。

Yeah. How does Rolex become a Swiss watchmaking company? Well, obviously, the anti German sentiment was part of it. I think if that were the only factor, Rolex probably would have stayed in England.

Speaker 0

是的。到这个时候,威尔斯多夫已经是归化公民了。

Yeah. At this point, Willsdorf is a naturalized citizen.

Speaker 1

他妻子是英国人。

His wife is British.

Speaker 0

公司现在叫劳力士了,或者说他们正在筹备。本来这样也没问题。

The company is called Rolex now, or they're working on it. It would have been fine.

Speaker 1

对。但二战期间英国对劳力士新公司不利的另一个原因是,英国在战争初期就对腕表征收33%的进口税。这会彻底扼杀你的进口业务。

Yeah. However, the other reason that World War two in Britain is bad for business for the new Rolex company is that Britain imposes a 33% import tax on watches early on in the war. That's gonna kill your importing business.

Speaker 0

有意思。我读到这个确实觉得会让经营更艰难。虽说是致命打击,但生意还是能做的。你可以想办法把成本转嫁给消费者,关税情况下通常都这样处理。

Well, it's interesting. I read that, and, yeah, it's gonna make it tougher. It's crippling, but it's still you could run a business. You could figure out how to pass those prices along to customers. That's often what happens in the case of tariffs.

Speaker 0

但一年后的1916年初,英国政府给了致命一击。他们完全禁止所有金银进口。这让威尔斯多夫根本没法以英国为基地开展业务。因为他很多时候是把表出口到殖民地销售,或是进口机芯、表壳,也可能用英国本土表壳组装成劳力士表再出口。他当时肯定在想:既搞不到这些贵金属,机芯又贵得离谱。

But one year later, at the beginning of 1916, the British government puts the nail in the coffin. They completely banned the import of all gold and silver. They made it impossible for Willsdorf to build this business based out of Britain. Because a lot of times, he's actually exporting the watches for sale in colonies, or he's importing a movement, he's importing a case, or maybe he's taking a local British case, putting it together, making a Rolex watch, and then it's getting shipped out somewhere else. And he's sitting there thinking, I can't get these precious metals, and I'm paying out the nose for these movements.

Speaker 0

在这儿做生意太蠢了。

This is stupid to run my business here.

Speaker 1

没错。而且我认为,无论是过去还是现在,劳力士在贵金属手表上的利润率都远远、远远高于非贵金属手表。

Yep. And I assume then as now, Rolex's margins in the precious metal watches are way, way, way higher than in non precious metal watches.

Speaker 0

这太疯狂了。一块1万美元的手表加上

It's insane. A $10,000 watch becomes a $30,000 watch when

Speaker 1

对。加上黄金、铂金或其他贵金属。是的。这之间的差价

Yeah. Add gold to it or platinum or whatever. Yep. The delta between

Speaker 0

就像苹果卖内存一样。

It's like Apple selling memory.

Speaker 1

完全正确。正是如此。没错。

Exactly. Exactly. Yes.

Speaker 0

有趣的是,在2020到2022年的热潮中,贵金属手表反而更容易买到,因为很少有人愿意花3万、5万甚至10万美元去买这些表,所以它们往往滞销,而钢款却一表难求,排长队都买不到。完全是这样。

Interestingly, in the hype of 2020 to 2022, the precious metals were actually easier to come by as a customer because there was so much less demand to go buy a $30.50, $100,000 watch that those would kinda be lying around while the steel ones were flying off the shelves, there were huge lines for them. Totally.

Speaker 1

基于此背景,1916年,劳力士首次将手表组装业务迁至瑞士山区的比恩,靠近埃格勒所在地。

So on the back of this, in 1916, Rolex first moves the assembly of the watches to Bien in the Swiss mountainside near where Egler is.

Speaker 0

这很合理。他们设立办公室,基本上就是说,嘿,你们在隔壁生产机芯,我们就在这里给它们装上表壳。

Which makes sense. They set up a office and basically say, hey. You're making the movements next door. We're gonna put a case on them right here.

Speaker 1

没错。这样就能直接从瑞士出口到世界各地,无需再经英国中转。最终,战后1919年,汉斯将个人住所和公司总部都迁至日内瓦,至今仍在那里。甚至到今天,这依然令人难以置信——设计、销售、营销以及我认为的最终组装都在日内瓦完成,而机芯的生产仍保留在山区的比恩。

Yep. And then be able to export from Switzerland now to countries all over the world and not go through Britain first. Ultimately, after the war in 1919, Hans moves both himself and the official company headquarters to Geneva, where, of course, it still is to this day. And even to this day, this is crazy, design, sales, marketing, and I think final assembly all happened in Geneva while production of the movement still happens up in the mountains in Vienna.

Speaker 0

这非常有趣。站在英国的角度,通过征收奢侈品税来资助战争是合理的,总得想办法筹钱。同时,作为当时在英运营的企业,决定‘我要搬去瑞士’也完全说得通。确实如此。

It's super interesting. It would make sense if you are Britain to throw on some terrorists to finance your war. You gotta finance it somehow. And at the same time, it also makes sense if you're a business operating in Britain in this time to say, and I'm moving to Switzerland. Yep.

Speaker 0

但将业务迁至瑞士还有另一个原因,汉斯心知肚明。若他要打造全球知名的腕表品牌,瑞士才是理想之地。这家公司将成为日内瓦的劳力士,而非仅仅是劳力士。再看这块表最底部——瑞士制造。

But there's this alternative reason to move the business to Switzerland, and Hans knows it. If he's gonna build a globally renowned watch company, he wants to do it in Switzerland. This company becomes Rolex of Geneva, not just Rolex. Again, I'm gonna look at this watch all the way down at the bottom. Swiss made.

Speaker 0

千万别忘了。或者看看百达翡丽,每块表盘上都赫然印着日内瓦。他们对此无比自豪。

Don't you forget it. Or you look at a Patek Philippe. Geneve, right there on the face of every Patek Philippe watch. They are extremely proud of this.

Speaker 1

日内瓦。我爱这个词。日内瓦啊,本。日内瓦。

Geneve. I love it. Geneve, Ben. Geneve.

Speaker 0

噢,这话我待会儿肯定要被念叨对吧?

Oh, I'm gonna hear about that one, aren't I?

Speaker 1

没关系。没关系。我们就是粗俗的美国人嘛。

It's okay. It's okay. We're ugly Americans here.

Speaker 0

好。那么问题来了:日内瓦为何享有如此盛誉?瑞士为何成为制表圣地?大卫,能否容我追溯历史?我原以为你会从十六世纪开始讲述这期内容。

Okay. So then the question is, why does Geneva have this prestige? Why is Switzerland an amazing place for watchmaking? Well, David, will you, indulge me and let me wind the clock back? I actually thought you were gonna start the timeline for this episode back in the fifteen hundreds.

Speaker 0

你只从十九世纪讲起让我很惊讶。现在或许正是讲述瑞士制表业历史的好时机。

I was shocked that you only started it in the eighteen hundreds. So perhaps this is a good time to go and tell the history of watchmaking in Switzerland story.

Speaker 1

请便。

By all means.

Speaker 0

太好了。这些内容主要来自马克·布里奇,他是独立艺术家珠宝交易平台At Present的创始人兼CEO。马克是我和大卫最要好的朋友之一。巧合得令人难以置信——对我们和听众而言都是幸运——他二十年前的硕士论文研究的正是瑞士钟表业复兴。

Okay. Great. A lot of this comes from Mark Bridge, who is the founder and CEO of At Present, a marketplace for unique jewelry from independent artists. Mark is one of David and my very best friends. And insanely coincidentally and lucky for us and you listeners, he wrote his master's thesis twenty years ago on the renaissance of the Swiss watch industry.

Speaker 1

太棒了。

Amazing.

Speaker 0

他给我发了一份副本。我们会在节目说明里附上链接。能如此便捷地从我们最好的朋友之一那里获得这份资源真是太棒了。追溯到十六世纪,日内瓦是约翰·加尔文领导的新教基督教世界的活动中心。如果你对加尔文主义有所了解,就会知道它非常注重道德正直。

He sent me a copy of it. We're gonna link to it in the show notes. It's awesome to have this resource available just very conveniently from one of our best friends. So all the way back in the fifteen hundreds, Geneva was a center of activity for the Protestant Christian world led by John Calvin. And if you know anything about Calvinism, it is, very focused on moral uprightness.

Speaker 1

是的,新教工作伦理。

Yes. The Protestant work ethic.

Speaker 0

没错。其中一项教义就是禁止像装饰性珠宝这类轻浮之物。当地的金匠和珠宝商于是转向制表业,因为钟表具有实际功能而非虚华之物。如果你掌握这门手艺,这算是规则中的一个例外。

Yes. One of these tenets was banning frivolous things like ornamental jewelry. Local goldsmiths and jewelers instead focused on watchmaking since watches served a real function in the world and were not frivolous. It was sort of this exception to the rule if you had that skill set.

Speaker 1

人性终究是人性。无论施加什么规则,就像——生命总会找到出路,地位象征也总会找到方式显现。

There's also human beings are human beings. No matter what rules you impose on them, it's like, you know, life finds a way. Status always finds a way.

Speaker 0

百分之百正确。随着加尔文主义的兴起,除了这个促使当地产业转型的宗教因素,还有气候原因。这里冬季漫长严寒,因此能在室内小空间完成的产业再理想不过。如果你要在瑞士这个多山国家、漫长寒冬中随机选择一门职业,这行当堪称完美。

That's a 100% right. So you've got the rise of Calvinism. Along with that religious reason that's sort of causing this local pivot of industries, you have one of climate too. There are these long harsh winters, and so an industry that could be done indoors in a small physical footprint was perfect. If you're gonna go pick a profession out of a hat to have in Switzerland, mountainous country, long cold winter, like, this is a great one.

Speaker 0

尤其在当时它价值连城,你能通过制造适应当地气候的产品,成为欧洲经济的重要参与者。第三是文化因素。大卫,你听说过'établissage'这个词吗?

And especially because it's so valuable at this point in time, you can become an important player in Europe, in the European economy, making something that you can make in your climate. Third, there's a cultural reason. So, David, are you familiar with the term etablissage?

Speaker 1

噢,没有。你确定这是瑞士语不是法语吗?

Oh, no. Are you sure? It's supposed be Swiss, not French.

Speaker 0

我正要说。

I was gonna say.

Speaker 1

我去过日内瓦和瑞士其他地方,但对它的文化和历史知之甚少。给我讲讲风土条件吧。我明白你指什么,但具体不清楚。

I've been to Geneva, and I've been to other places in Switzerland, but I know very little about its culture and history. Talk to me about terroir. I know exactly what you're talking about, but I don't know.

Speaker 0

好的。这个词在瑞士语中基本等同于'establishment'(机构)。但在此语境下,它指的是侏罗山区建立的一种经济体系——由数十家微型独立企业(通常1-10人)各自专注生产某个小部件,再协作完成最终产品,几乎像分布式制造系统。

Okay. Well, it's Swiss for establishment, basically. But what means in this context is that it's this system, this sort of economic system that they established in the area of the Jura Mountains where very small independent companies, often one to 10 people, could focus on something small, like a single component. And then you'd have dozens of these small companies work together to create the finished product. It's almost like a distributed manufacturing system.

Speaker 1

啊,原来埃格勒是从这里来的。难怪他把工坊设在山上。

Ah, so this is where Egler comes from. This is why he's got the workshop in the mountains.

Speaker 0

分工协作制。没错。正是如此。通过这种小型企业的劳动分工,工匠们能在微小部件上做到极致精湛——比如我们稍后会谈到的游丝,或是机芯中的这些核心元件。这些由手工艺人经营的小型劳动密集型企业,在专精单一部件时能达到惊人的高效与卓越。

Etablissage. Yep. Exactly. And so with this specialization of labor in small companies, you could get really, really good at your tiny part, making, say, hairsprings that we'll talk about later or these essential elements of watch movements. These tiny companies by artisanal craftsmen, these very labor intensive companies got really, really, really good and pretty efficient at making their one thing.

Speaker 0

这就是瑞士制造业的基本格局。最后在十六世纪末期,法国曾崛起为制表强国。当法国权力更迭天主教掌权后,那些擅长珠宝加工、金属工艺和制表的胡格诺派难民便逃往日内瓦。

So that's kind of the backdrop of how the Swiss are producing things. And lastly, in the late fifteen hundreds, the French had been rising as a watchmaking powerhouse. And when the balance of power changed in France and the Catholics came to power, the French Huguenot refugees who had talents in jewelry and metalwork and watchmaking fled to Geneva.

Speaker 1

对,就是那些被驱逐出法国的新教徒。

Yeah. These are the Protestants that got kicked out of France.

Speaker 0

完全正确。日内瓦作为新教庇护所,他们带来了制表技艺。即便原本不是制表师,作为珠宝匠或金属工匠也只能从事这行——毕竟不能制作过于华丽招摇的物品。

Yeah. It's exactly right. And so the Protestant safe haven of Geneva, they brought their watchmaking expertise. Or if they didn't have watchmaking expertise, that's all they could really do if they were jewelers or or metal workers since you can't make anything too shiny and too off putting.

Speaker 1

没错。瑞士就是这样获得了世界制表之都的声誉。

Yep. So this is how Switzerland gets the reputation as the watchmaking capital of the world.

Speaker 0

正是如此。这种分工协作制为瑞士制表业创造了持续数个世纪的发展动能。我总觉得这是法国美学追求与瑞士精密工艺的完美融合。

Yeah. Exactly. Basically, this creates centuries of momentum, especially in this distributed etablissage system of how Swiss watches were made. I kinda think about it as this beautiful blend of French beauty and appreciation for aesthetic and Swiss precision.

Speaker 1

确实。就像瑞士本身融合了法国的优雅与德国的精密。太妙了。这显然就是汉斯决定将劳力士迁往日内瓦的重要原因——既要传承传统,又要面向全球市场。

Yep. Well, I mean, it sounds like Switzerland itself. It's a blend of French beauty and German precision. I love it. Well, that's definitely one big reason why Hans is like, okay.

Speaker 1

但另一个原因是:一战后他们意识到要开拓全球市场。英国可能仍是最大市场,但当时所有参战国——至少每个欧洲国家都见识到了腕表的实战价值。战后这个需求必将呈指数级增长。

We gotta move Rolex to Geneva to participate in this tradition as we're now gonna be selling to the world. But the other reason is after World War one, they're like, well, we're gonna be selling to the world now. Britain is still gonna be our largest market likely, but every country in the world is fighting, or at least every European country has troops fighting in World War one. They're all seeing the benefits of the wristwatch. This is gonna be way, way, way bigger after World War one.

Speaker 1

我必须具备服务全球市场的能力。

I need to be able to serve the whole world.

Speaker 0

所以他们想在一个中立国立足。

So they wanna be in a neutral country.

Speaker 1

对,对。他刚刚经历的是,比如,哦,英国加征这些关税,天哪。我以前在德国其实没有劳力士的市场。但如果我有,我也没法在德国销售了。

Yep. Yep. And he just experienced, like, oh, Britain puts these tariffs on and gosh. Well, I didn't really have a market for Rolexes in Germany before. But if I did, I wouldn't have been able to sell in Germany.

Speaker 1

而且,我不想让这种情况在未来发生。

And, like, I don't want that to happen in the future.

Speaker 0

谁不会为了战争筹款而大幅提高关税?瑞士。

Who's not gonna put on a big tariff to finance a war? Switzerland.

Speaker 1

瑞士。没错。

Switzerland. Yeah.

Speaker 0

非常有趣。你知道1919年还发生了什么吗?既然我们已经在埃格勒旁边设立店铺,把他们的机芯装进我们的表壳里,现在是时候让我们更近一步了。于是劳力士和埃格勒在1919到1920年间达成协议,创始人让的儿子赫尔曼·埃格勒购买了劳力士的股份,具体购买价格不明,似乎已湮没在历史中,并加入了董事会。

Super interesting. You know what else happens in 1919? Well, now that we've set up shop next to Egler for putting their movements in our cases, it's time for us to get a little bit closer. So Rolex and Egler arranged for a deal where in 1919, 1920, Hermann Egler, who's the son of the founder, Jean, buys shares in Rolex, unclear what the purchase price was. That seems to be have been lost to history, and joins the board.

Speaker 0

所以他持有约15%的股份,董事会成员就是威尔斯多夫、戴维斯和埃格勒。协议还有第二部分,劳力士实际上也购买了埃格勒的股份,这一点较少被提及,但当时有两家大公司是机芯的主要采购方。就是劳力士和格伦,它们都是制表商。格伦应该是美国的,是埃格勒的第二大客户,这两家公司也都购买了埃格勒的股份。

So he owns about 15%, and so the board is Willsdorf, Davis, and Egler. There's a second part of the deal, which is Rolex actually buys shares in Egler too, and this one's less talked about, but there were two companies that were big purchasers of the movements. It's Rolex and Gruen, and both of them were watchmakers. Gruen, I think, was American. It was their second biggest client, and both of them bought Igler shares also.

Speaker 1

是的。因为劳力士直到二战后才专注于美国市场。没错。

Yeah. Because Rolex did not focus on the American market until after World War two. Correct.

Speaker 0

所以两家公司关系更紧密了,但仍然不是独家合作伙伴关系。

So the companies are a little bit more joined at the hip, but still not an exclusive partnership.

Speaker 1

对。就像我们之前说的,我认为即使存在这种股权关系,这里也没有正式合同来约束机芯的供应。

Yep. And like we said before, I believe still even though there's this equity relationship, there's no formal contract governing the provision of movements here.

Speaker 0

疯狂。但你知道,继续维持现状对双方都有利。

Crazy. But, you know, it's in both their best interest to keep it going.

Speaker 1

当然。所以我们现在处于这样的时代——第一次世界大战结束了。可以说,我们经历了腕表的‘ChatGPT时刻’。来自欧洲和世界各地的士兵们都体验到了腕上佩戴精准时计的力量。

Of course. So here we are now. World War one is over. We've had the chat GPT moment, shall we say, for wristwatches. All these soldiers from countries all over Europe and the world experience the power of having an accurate watch on your wrist.

Speaker 1

他们回归平民生活后,想把这种体验带入日常生活。而当时世界上谁制造的腕表计时器最精密准确?劳力士。所以他们自然会购买劳力士。

They go home to their civilian lives. They wanna bring it into their life. And who makes the best and most accurate wristwatch chronometer timekeeping pieces in the world? Rolex. And so, of course, they're gonna buy Rolex.

Speaker 0

不,这不是事实。

No. That's not true.

Speaker 1

不不,他们不会那么做。

No. No. That is not what they're gonna do.

Speaker 0

是欧米茄吧?其实我觉得有很多品牌可选。

It's Omega. Right? Well, I think it's lots of companies.

Speaker 1

本质上,这个市场从早期英国自治领和遥远殖民地的先驱用户,突然扩展成了覆盖整个欧洲的巨大市场。而其中大多数人表示根本不知道劳力士,他们对劳力士毫无概念——‘从没听说过这玩意儿’。

I mean, basically, the market went from the very early adopters in the British dominions, the far flung reaches of the British empire before to now, like, all of a sudden, it's this giant European wide market. Most of which says they have no idea about Rolex. They're like, Rolex whatever. Don't know what Rolex is. Like, I've never heard of such thing before.

Speaker 1

所以我认为当时所有人都蜂拥而入。尽管劳力士有历史积淀,可能产品也最出色,但这些都无关紧要了。

So I think it was, like, everybody was now rushing in. And even though Rolex had this history, probably had the best product, it just didn't matter.

Speaker 0

没错。这个新兴产品类别出现了巨大需求,而市场上已有许多优质选择。

Right. There was just massive demand for this new product category of which there were many good options.

Speaker 1

而且虽然需求旺盛,但就像谷歌出现前的搜索引擎时代——产品其实还很粗糙。甚至在很多方面,劳力士的产品也是如此。虽然它可能比竞争对手走时更精准。

And, also, there was massive demand, but it was kinda like search engines before Google. The product still kinda sucked. You know, even really in many ways, the Rolex product. Rolex probably kept better time than competitors.

Speaker 0

它们通过了质量认证。

They were QA certified.

Speaker 1

质量认证对吧?但如果你戴的是腕表,它比怀表更容易暴露在外界环境中。你刚才提到这些机芯结构有多精密复杂,尤其是腕表中微型机芯。任何灰尘、水汽或湿气进入表壳都会导致机芯卡顿,手表就会失灵。

QA certified. Right? But if you're wearing a wristwatch, it's a lot more exposed to the world than your pocket watch. And you talked a little bit about how complex and delicate these movements are, and especially in a miniature movement that goes into a wristwatch. Any dust, any water, any humidity that gets into the case is gonna jam up your movement, and your watch is gonna fail.

Speaker 1

没错。所以当我为这期节目做调研时终于恍然大悟。我一直觉得这很荒谬——你看现在市场上的劳力士等品牌手表都标榜防水深度57,000米。

Yep. So I finally, you, like, had this moment when I'm doing the research for this episode. I'd always thought it's just ridiculous. You know, you go look at the watch market now, Rolexes, all the other brands. They're, like, waterproof to 57,000 meters.

Speaker 1

我就想:什么?地球上根本不存在这种深度啊。

They're like I'm just like, what? There's no depth that exists.

Speaker 0

女士们先生们,这位是手表发烧友大卫·罗森塔尔

David Rosenthal, watch aficionado, ladies and

Speaker 1

正是如此。但问题是——谁在乎这个?然后我突然明白:这就是防水表重要的原因。

gentlemen. Exactly. But, like, why? Who cares? And I was like, oh, this is why waterproof watches are a big thing.

Speaker 1

关键并不全在于防水。

It's not about water necessarily.

Speaker 0

其实防尘比防水更重要。

It's actually dust more than water.

Speaker 1

是防尘防潮。防水只是个简称,实质是防环境侵蚀。手表足够坚固——如果连水都进不去,其他杂质更不可能侵入机芯造成损坏。

It's dust. It's humidity. It's if you're waterproof, that's shorthand for saying you're element proof. You're durable. Nothing is gonna get inside this watch and mess up your movement if water can't get in.

Speaker 0

即使把它浸入100米深的静水中,也不会有任何杂质渗入。

You could subject it in a 100 meters of still water and no impurities would get in.

Speaker 1

没错。你可以把它扔到海底,它依然能永远精准走时,诸如此类。就像在说,看,这就是它的价值所在。

Right. You could throw it to the bottom of the ocean and it'll keep time forever, you know, etcetera, etcetera. Like, oh, this is why this is important.

Speaker 0

是啊。保养也是个大问题。你得经常给手表做保养,灰尘湿气一旦侵入,整块表可能就彻底报废了。

Yeah. And servicing was a big deal. Like, you had to get your watch serviced often, and the more dust and humidity and stuff got in there, like, it might just break entirely.

Speaker 1

对,正是如此。

Yes. Exactly.

Speaker 0

说得好。大卫,我喜欢你的思路,因为劳力士之所以是劳力士——或者说优秀机械表的核心要素,基本有三点。第一是精准,要有官方认证的天文台机芯,另外两点呢?第二点是什么?

Great. I like where you're going, David, because there's basically three big pillars of what makes a Rolex a Rolex, or frankly, what makes a good mechanical watch a good mechanical watch. There's precise, so there's officially certified chronometer, and there's the other two. What's the second one?

Speaker 1

蚝式。对,就像我说的,市场需要这类产品,但现有产品都很差劲,因为它们不防尘防水。而'蚝式'就是劳力士对防水的营销术语。当时高端瑞士表厂正展开一场制造防水腕表的竞赛。

Oyster. Yeah. So like I said, there's demand for these products, but they all suck because they're not element proof. Well, Oyster is Rolex marketing speak for waterproof. So there's this great race among high end Swiss watchmakers to now produce a waterproof wristwatch.

Speaker 1

1920年代初,一家为百达翡丽等顶级品牌供应表壳的瑞士公司Francis Baumgartner,发明了名为'密封式'的新表壳。你会发现劳力士从不提'密封式'——他们的方案是把表壳套进另一个表壳里。

And a Swiss case making company called Francis Baumgartner, which supplied cases to Patek and, you know, many other great watch brands In the early nineteen twenties, they invent a new case style called the hermetic. You'll notice that your Rolex does not say hermetic. The way they do it is they put the watch case inside another watch case.

Speaker 0

啊对,就是那个奇怪的铰链设计。

Oh, that's right. This is the weird hinge thing.

Speaker 1

对吧?就像潜水头盔。他们把机芯装进防水头盔里,确实有效,能让手表防水防尘,但体积巨大。

Right? It's like a scuba helmet. They take a watch, and they put it inside a scuba helmet that is waterproof. So it works. It does make watches water and element proof, but it's big.

Speaker 1

造型丑陋。最关键的是,你每天都要拧开外层密封壳,取出内层表壳来上发条。

It's ugly. And most importantly, you have to unscrew the outside case, the seal, and take out the inside case every day in order to wind the watch. Right.

Speaker 0

因为表冠是水汽灰尘入侵的主要通道,所以不能让它暴露在密封壳外,否则就失去意义了。

Because famously, the crown is the most dangerous entry point for water or dust, so you can't leave the crown sticking out of the hermetic case or it would defeat the purpose.

Speaker 1

是的。这就是二十年代初期的行业状况。劳力士也参与其中,他们从鲍姆加特纳购买表壳,制作这些密封手表。你可以去找找看。

Yep. So that's the state of play through the early twenties. And Rolex gets into this too. They buy cases from Baumgartner, and they make these Hermetic watches. You can go find them.

Speaker 1

你可以在收藏家的书籍中看到它们的图片。

You see pictures of them in collector's books.

Speaker 0

它在左侧有一个铰链,右侧有一个小扣环环绕着表冠。

It's got a hinge on the left side and a little clasp on the right side that goes around the crown.

Speaker 1

没错。然后这个太棒了。这就像是汉斯的福瑞斯特·马尔斯时刻。1925年10月,两位瑞士表壳制造商申请了一项防潮上链表冠和按钮的专利。本,就像你说的,这是手表的关键部位——表冠、上链系统以及最容易进水的按钮部分。

Yep. And then this is so awesome. This is like a Forest Mars moment from Hans. In October 1925, two Swiss casemakers file a patent for a moisture proof winding stem and button. Ben, just like you're saying, it's the crown of the watch, the winding system, and the button where water is most on dust or most susceptible to getting into.

Speaker 0

是的。要知道,劳力士一直渴望解决这个问题。他们至少有过三次失败的内部防水密封尝试。

Yep. And mind you, Rolex has been dying to solve this problem. They had at least three failed attempts to create a waterproof seal in house.

Speaker 1

没错。整个行业都是如此。而汉斯就像福瑞斯特·马尔斯一样,每天虔诚地阅读瑞士专利申报登记册。他阅读所有在瑞士提交的专利。所以当他看到这项专利时,他立刻意识到:就是它了。

Yes. The whole industry has. And Hans, like Forrest Mars, reads the Swiss patent filing register religiously every day. He is reading all of the patents that are getting filed in Switzerland. So he sees this patent get filed, and he's like, this is it.

Speaker 1

我必须马上拿下这个。于是他找到发明这项技术的两个人,买下专利并使其成为劳力士专属。事实证明,这正是制造无需放入罐中的防水机械腕表的关键组件。

I gotta get this right now. So he goes to the two guys that invented this, and he buys the patent and makes it exclusive to Rolex. This turns out that this is the key component to making a waterproof mechanical wristwatch that doesn't need to be put in a jar.

Speaker 0

没错。我读到这段时就在想,天啊,劳力士其实并没有发明蚝式表壳。他们只是看到别人做到了。但这并不重要。他们明白这绝对至关重要,威尔斯多夫立即抓住机会说:谁在乎这个创意是谁想出来的?

Yep. And when I was reading this, I thought, man, Rolex didn't actually invent the Oyster case. They just watched someone else do it. But that doesn't really matter. They saw that this was absolutely essential, and Wilsdorf jumped right on the opportunity and said, who cares who came up with the idea?

Speaker 0

我们有能力将其商业化,推广到我们所有手表上。我必须先发制人。

We're in the position to commercialize it, to roll it out across all of our watches. I need to strike first.

Speaker 1

这就是他的天才之处。他不是制表师,劳力士在2004年2月收购艾格勒之前也并非制表商。汉斯的天才在于他能预见市场发展方向,识别人才与创新,将其整合,并实现商业化与市场化。是的,就像这项专利被提交到瑞士专利登记处的方式一样。

This is his genius. He's not a watchmaker, and Rolex were not watchmakers until they finally bought Egler in 02/2004. Hans' genius is he sees the vision for where the market's going. He recognizes talent and innovation, and he pulls it together, and he makes it commercially viable and marketable Yep. In a way that, like, this patent got filed in the Swiss patent register.

Speaker 1

其他任何迫切想要解决这个问题的钟表公司本也能看到这一点,但他抢先行动了。没错,说真的,他就像是那个时代的马克·扎克伯格。

Any of the other watch companies who desperately wanted to solve this problem could have seen it too, but he jumped on it. Yep. I mean, really, he's like the Mark Zuckerberg of his time.

Speaker 0

哦,这个比喻很贴切。

Oh, that's a good analogy.

Speaker 1

是啊。就像Instagram借鉴Snap的故事功能那样,汉斯根本不在乎。他的态度是:我要营销这个,我要让它取得最大成功,不在乎我们是不是原创。

Yeah. I mean, this Instagram, you know, and then copying stories from Snap. Hans doesn't care. He's like, I'm gonna market this, and I'm gonna make this the most successful thing possible. I don't care that we didn't invent it.

Speaker 0

这必须成为我们的产品特色。确实有趣。对于好奇专利内容的表迷来说,本质上是关于旋入式表冠的设计——所有后续蚝式腕表的密封技术,命名为'蚝式'正是因为牡蛎闭合时的密封特性。

It needs to be in our product. Yeah. That's interesting. For anyone who's a watch person who's sort of wondering what actually was in the patent, it's essentially for the screw down crown. The hermetic seal on the all Oyster watches going forward, and, of course, it's named the Oyster because Oysters seal when they're closed.

Speaker 0

这命名再完美不过了。整个系统采用螺纹设计:表底通过螺纹旋入表壳中层,表冠也可旋出,这些气密防水螺纹能阻隔一切杂质。

It's a perfect thing to name it after. Everything works on a threaded system. So the back of the watch screws into the middle part of the case, and then the crown can screwed out also. So you have these airtight watertight threads that keep any impurities out.

Speaker 1

1926年7月,汉斯带着劳力士注册了'Oyster'产品名。这是重大突破,汉斯决心大干一场——要让全世界都知道劳力士是蚝式系统的独家拥有者。仅在英国,他就准备每年投入超1万英镑广告费宣传蚝式

So in July 1926, Hans and Rolex goes and registers the product name Oyster. This is really, really big. And Hans is like, I am gonna go big. Everybody in the whole world needs to know the Rolex name, needs to know that we are the exclusive owners of the Oyster system. He prepares to spend, in Britain alone, annual expenditures of over £10,000 just on advertising for the Oyster

Speaker 0

系列。这家伙深谙品牌之道。他不仅给部件命名,不仅营销劳力士品牌,而是强调'唯有劳力士拥有蚝式技术'。

models. Dude knows how to build a brand. He's already naming components. He's not just marketing Rolex. This is Rolex, the only watch that has oyster.

Speaker 1

没错。蚝式技术就像A18仿生芯片。真的,与苹果的相似之处令人惊叹。

Yes. Oyster technology. A 18 Bionic. Yes. Really, the parallels to Apple are are just, like, incredible.

Speaker 0

四小时后我正打算说这个,不过

Four hours from now, I was gonna make that point. But

Speaker 1

他准备好巨额资金,产品就位后,他坚持要办盛大发布会——不愿只在报纸登普通广告。1927年底时机成熟,这就要提到一位英国年轻女性梅赛德斯·格莱兹。

So he's prepared to spend all this money. He's got the product, but he's like, we gotta do a big launch. I don't wanna just buy regular ads in the newspaper here. So in 1927, towards the end of the year, the timing is right. And that brings us to a young British woman named Mercedes Gleits.

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Speaker 1

当时格莱茨在伦敦担任秘书兼双语速记员,就像年轻的汉斯在库诺时的职位一样。她有个独特的业余爱好——闲暇时在泰晤士河中进行耐力游泳。

Now Gleits was a secretary and bilingual stenographer in London, much like young Hans was back at Kuno, who happened to have a, sort of unique hobby of endurance swimming in the River Thames in her free time.

Speaker 0

那河水冷得吓人。

Which is insanely cold.

Speaker 1

非常冷。我猜即便在当时,河水也相当污浊。但她就是如此擅长耐力游泳。据说她能在泰晤士河里一次性游上十个小时。

Very cold. And I assume even back then, quite polluted. But, so be it. And she was so good at endurance swimming. Apparently, she would swim for, like, ten hours at a time in the River Thames.

Speaker 1

于是在1927年10月,她决定尝试横渡英吉利海峡。那里可能更冷。绝对寒冷。绝对波涛汹涌。而她成功了。

And so in October 1927, she decided that she was going to attempt to swim across the English Channel. Maybe even more cold. Definitely cold. Definitely pretty choppy. And she did.

Speaker 1

她成为当年1927年10月首位成功横渡的英国女性。然而在她完成壮举几天后,另一位女性声称自己也游过了海峡,且速度更快。后来证实这是个骗局,梅赛德斯心知肚明。但为了自证清白,她决定进行一次备受媒体瞩目的正名之泳。

She became the first British woman to successfully do so that year in October 1927. However, a couple days after she completed her swim, another woman emerged and claimed to have also swum the channel, but have done it faster. And now it turns out that that actually was a hoax, and Mercedes knew it was a hoax. But in order to reprove herself, she decided to stage a vindication swim that gets hotly covered by the press.

Speaker 0

想想看,她进行这次正名游泳时,已经花了十五小时横渡海峡。

Which mind you, she's doing this vindication swim. She's already spent fifteen hours swimming across the channel.

Speaker 1

是啊。她能活着简直是奇迹。汉斯觉得:这就是我们的机会,正是我们需要的轰动事件。于是他策划了绝妙的营销噱头——让梅赛德斯佩戴新款劳力士蚝式表完成这次正名之泳。

Yeah. It's a miracle she's still alive at this point. Hans is like, oh, this is our moment. This is exactly the spectacle that we need. So he comes up with a brilliant marketing stunt of he is going to get Mercedes to do this vindication swim while wearing a new Rolex Oyster model.

Speaker 1

而劳力士如今不愿提及的历史细节是:那块表其实并未戴在她手腕上。

And, what, Rolex doesn't talk about to these days is a footnote to history of it wasn't actually on her wrist.

Speaker 0

该不会是像挂绳那样垂在脖子上吧?

It's not as like a lanyard around her neck.

Speaker 1

没错。是用细链挂在颈间的。但无论如何,这仍是个惊人的营销手段。

Yeah. It was on a small chain that she wore around her neck. But nonetheless, this is an incredible stunt.

Speaker 0

没有什么比数据更能毁掉一个好故事了。我们干脆把它圆过去吧。

Nothing ruins a good story like data. Let's just smooth it over.

Speaker 1

真相。

The truth.

Speaker 0

对。是的。

Yes. Yeah.

Speaker 1

时至今日,这仍然在劳力士官网上占据显要位置。

This is still featured prominently on the Rolex website today.

Speaker 0

梅赛德斯的照片到处都是,但这不重要。我是说,说到底,谁在乎表是不是戴在她手腕上呢?

Mercedes' photo is everywhere, but it doesn't matter. I mean, at the end of the day, who cares if it was on her wrist or not?

Speaker 1

是啊。实际上她也没能游完全程,不过那也无所谓。

Yeah. She also doesn't actually make it, but that doesn't matter either.

Speaker 0

还有更离谱的。我觉得那天要么特别冷,要么浪特别大之类的。她游了十五小时中的十小时。所以这个测试设计得有点随意。这可是块手表啊。

That's the other crazy thing. I think it was an especially cold day or especially choppy or something. She makes it 10 of the fifteen hours. So the design of the test is a little bit arbitrary. This is a watch.

Speaker 0

虽然没戴在手腕上,也没能从英格兰一路游到法国。

While it wasn't on the wrist, and it didn't make it all the way from England to France.

Speaker 1

但它还是在水中泡了很久。十个小时呢。确实可以算是不错的产品证明了。

It was still in the water for a long time. For ten hours. Yeah. Pretty good, product testimonial, shall we say.

Speaker 0

作为证词。所以汉斯,之后

For a testimony. So Hans, after

Speaker 1

这件事发生在第二天,他买下了《每日邮报》的头版,这是当时英国全国发行的报纸。我以前不知道过去还能这样做。你实际上可以买下头版作为广告位。

this event happens the next day, he buys the front page of the Daily Mail newspaper, which is a nationally syndicated newspaper in Britain at the time. I didn't realize you could do this back in the day. You could actually buy the front page as an advertisement.

Speaker 0

我认为这很常见。在头版真正用于社论之前,这种做法持续了很久。早期头版经常整版都是广告。

I think it was common. I think it was a while before the front page was actually dedicated to editorial. And early on, it was very common for it to be a full page ad.

Speaker 1

没错。汉斯就这样做了,宣布世界上第一款完全密封在表壳内、无需额外防水层的防水腕表——劳力士蚝式腕表的成功问世。

Yeah. So Hans does this and proclaims the success and announcement of the world's first waterproof wristwatch fully enclosed in its own case without a second hermetic seal around it and the triumphant launch of the Rolex Oyster.

Speaker 0

劳力士是这么讲这个故事的。听过几次不同版本后,我本以为会看到某种特定形式的整版广告。结果重点信息被埋没了——或许这就是当年的广告风格——但最大字号写的不是「腕表成功横渡英吉利海峡」,而是「劳力士蚝式」,上面写着「劳力士首次推出制表史上最伟大成就」。

So this is how Rolex tells the story. After I had heard this told a few different times, I sort of expected to see this full page ad written in a certain way. It is kind of buried. Maybe this is what the advertising style was back in the day, but the big words are not watch survives English channel swim. The big words are Rolex Oyster, and it says Rolex introduces for the first time the greatest triumph in watchmaking.

Speaker 0

好吧,我还是不知道它是什么。然后看到一张女性面孔的照片,写着「免费索取彩色手册」。

Okay. I still don't know what it is. Then I see a picture of a woman's face. Then it says, send for this colored brochure. It's free.

Speaker 0

让你写信索要更多信息。接着是四款劳力士蚝式表盘的草图,然后写着「挑战自然元素的奇迹腕表」。文字铺天盖地,直到最后才在角落找到可能是第二小的字体。

Telling you to send in for more information. Then there's four sketches of the different watch faces you can get of the Rolex Oyster. And then it says, the wonder watch that defies the elements. There's words all over the place. You finally finally get to the tiniest text in the entire thing, maybe the second tiniest font.

Speaker 0

这个小角落里写着:防潮、防水、耐热、防震、抗寒、防尘。要么是劳力士当时还没找到广告诀窍,要么是那时人们更愿意阅读大段文字。要是今天放这种广告,我们这些被短视频驯化的大脑只会说:不关心,下一个。信息量过载,完全埋没了「佩戴此表横渡海峡仍运转正常」这个核心卖点。

In this little corner, it says moisture proof, waterproof, heat proof, vibration proof, cold proof, dust proof. Either Rolex hadn't found their groove in advertising yet, or maybe people just read a lot more words back then. But if you put this up today, our TikTokified brains would be like, don't care. Next. There's way too many words, and they completely bury the lead that she did a channel swim with this thing, and it survived.

Speaker 1

很难判断这有多少是当时广告业的普遍水平,又有多少是汉斯亲自操刀的设计。他偏执的控制欲体现在——据我所知直到去世或临近去世前——所有广告创意都由他亲自把关。

It's hard to know how much of this is just the state of the art in advertising at the time versus Hans designed and wrote all that himself. So one of his maniacal control things was, I believe, up until he died or pretty close to it, he did all the creative for all the advertising.

Speaker 0

哦,这我倒不知道。

Oh, I didn't realize that.

Speaker 1

是的。我们稍后会提到,在他去世前公司确实引入了智威汤逊广告公司。估计其他高管都在说:好了好了,汉斯。

Yeah. We'll get to it later, but they do bring on the J. Walter Thompson agency before he dies. Probably the the rest of the company is like, alright. Alright, Hans.

Speaker 1

我们得在这里稍微专业一点。

We gotta professionalize a little bit here.

Speaker 0

而他们真正变得极其出色的时期是在六十年代。

And that's when they get extremely good is in the sixties.

Speaker 1

极其出色。没错。

Extremely good. Yes.

Speaker 0

但我觉得可以公允地说,这里有两个有趣的发现。其一,他们当时还未在广告领域找到自己的节奏。其二,广告业尚未像《广告狂人》时代那样真正实现专业化。

But I think it's fair to say there's two interesting takeaways here. One, they hadn't found their groove in advertising yet. But two, advertising hadn't really been professionalized in a way that we would see in the Mad Men era.

Speaker 1

完全同意。我们现在还处于二战前,尚未进入现代社会。是的。另一个非常有趣的点是,在研究过程中我也一直在思考这个问题。

Totally. We're still before World War two here. We're not yet in the modern world. Yep. The other thing that's really interesting is there's something about this that was sitting with me too during this research.

Speaker 1

这是个极其重大的时刻——梅赛德斯·格利茨时刻,劳力士首位品牌大使。有趣的是,汉斯为这次发布选择的时机和人物是一位女性。

This is a major, major, major moment, the Mercedes Glitz moment, the first brand ambassador of Rolex. It's interesting that the moment and the person that Hans chose for this launch was a woman.

Speaker 0

非常有趣。

Super interesting.

Speaker 1

早在1927年。非常有趣。是的。一战前腕表本是女性用品,但一战后,我认为主要市场其实是男性市场。这很有意思。

Back in 1927. Super interesting. Yes. The wristwatch was a ladies item before World War one, but after World War one, really, I would think the big market is the men's market. It's interesting.

Speaker 1

你深入研究过。这个时期,劳力士主要还是女性产品。男性市场正在增长。但如果你看他们的产品目录,直到二战前,女性款式数量都是男性款式的两倍。

You dug into it. In this era, Rolex still was primarily a ladies product. The men's market was growing. But if you look at their product catalogs, really up until World War two, ladies models outnumbered men's models two to one.

Speaker 0

哇。就是那些小型的,类似王子表款?

Woah. These are the little, like, prince watches?

Speaker 1

没错。确实如此。汉斯的愿景很明确,就是要让男女老少都能戴上腕表。但有趣的是,最初它们其实更偏向女性市场。后来我们深入调查并咨询了一些朋友。

Yep. Yep. And, definitely, Hans' vision was, like, a wristwatches for everybody, men and women. But it's interesting that they were really women's focused. And then we did a little more digging and asked some friends.

Speaker 1

即便到今天,我相信劳力士的买家市场基本是男女各占一半。

And even to this day, I believe the market of buyers for Rolex watches is basically fifty fifty men and women.

Speaker 0

这太不可思议了。我完全没想到会是这样,尤其我的调研主要潜伏在劳力士和腕表相关的Reddit论坛,那里聚集的可是特定类型的男性群体。至少从我的接触来看,腕表文化显得非常男性化。我是说,你在Hodinke上读到那些精彩的腕表文章,整个腕表鉴赏圈都偏向男性视角。

Which is insane. I never would have guessed that, especially because much of my research was lurking on the Rolex and watches subreddits, which are a very particular type of dude. It comes across as a very male thing, at least the way that I'm exposed to watches. I mean, you you read the amazing journalism about watches on Hodinke and the whole world around appreciating watches. It's kinda male focused.

Speaker 1

就像保时捷911的受众一样。

It's like a Porsche nine eleven.

Speaker 0

没错。令人惊叹的是劳力士的历史如此侧重女性市场,即便现今仍有大量产品流向女性消费者——尽管我在日常生活中接触到的劳力士并非如此。

Right. It's amazing that Rolex's history indexes so heavily to women, and that even today, they move a lot of units to women even though that's not where I come across Rolex in my day to day.

Speaker 1

显然发烧友市场并不聚焦于此。但这就是劳力士最独特的地方。除了卡地亚这个例外,其他顶级腕表品牌基本都定位为男性专属。

Well, it's certainly not where the enthusiast market is focused. Yes. But it's one of the really unique things about Rolex. So many of the other really, really high end watch brands, with Cartier as an exception, I think really are men's brands. Oh, yes.

Speaker 1

而劳力士,确实做到了男女平分秋色。

Whereas Rolex, yeah, it really is fifty fifty.

Speaker 0

太神奇了。好吧,这就是梅赛德斯·格丽兹的故事。

Amazing. Alright. So that's Mercedes Glitz. That's

Speaker 1

蚝式腕表的传奇,这确实是劳力士乃至整个腕表行业的重大转折点。

the oyster story, and that really is a huge watershed moment for Rolex and for the wristwatch industry.

Speaker 0

她实质上就是首位代言人。虽然当时可能还没这个术语,但这将成为他们未来重点营销的手段。不过他们可不喜欢你称之为品牌大使。

And she's effectively the first testimony. I'm not sure they'd come up with that terminology yet, but this is something that they would lean heavily into as their means of marketing in the future. They would hate you calling it a brand ambassador.

Speaker 1

是的。合作伙伴。他们称之为劳力士合作伙伴。

Yes. Partner. It's Rolex partner is what they call it.

Speaker 0

不。我认为这是品牌见证。我很确定这是他们想创造并专有的特定词汇,它不同于 influencer marketing(影响者营销),也不同于某人签订五年合约代言香水广告的模式。这是一种非常长期导向的关系——你成为品牌的一部分,且终其一生都与品牌相连。

No. I think it's testimony. I'm pretty sure it's this, like, very particular word that they wanted to sort of invent and have to themselves, and it's different than influencer marketing. It's different than the way that someone appears in advertising a perfume for a five year deal. I think it's this very long term oriented you are a part of the brand, and you are a part of the brand kind of for your lifetime.

Speaker 1

快进到今天,罗杰·费德勒是这一理念最纯粹的化身,但这属于未来。回到腕表产品本身,蚝式腕表虽大获成功,却有个问题。本,如你所说,关键在于无需将整只表密封在潜水舱里,但表冠必须能旋紧。表冠得像罐头盖子一样旋紧。这意味着每次上链时,你得先旋开表冠,拉出表冠上链,让机芯暴露在外,再重新旋紧。

Flashing all the way forward, it's Roger Federer is the purest embodiment of this today, but that is to come in the future. It turns out, though, back to the product of the wristwatch, Oyster was huge, but it had a problem. Ben, like you said, the key to making it work, you didn't have to have the whole scuba jar that you enclosed the whole watch in, but the crown had to screw down. The crown had to screw down like a jar. And so that meant that when you went to go wind the watch, you had to unscrew the crown, pull it out, wind the watch, expose it to the elements, and then screw it back in.

Speaker 1

但凡了解人性就该知道,地球上至少一半人不会严格记得旋回表冠。

Well, if you know anything about humans, probably at least half the humans on the planet are not gonna be exactly fastidious about screwing the crown back in.

Speaker 0

没错。这款突破性产品让腕表迎来'iPhone时刻'有三大支柱,而第三项'恒动'——即自动上链——正是魔法所在。

Yes. There are three pillars to what makes this a breakout product that enables the wristwatch to really have its iPhone moment, and that third of being perpetual, of being self winding is the magic.

Speaker 1

是的。这些特性本质上是环环相扣的。深入研究后我才明白,自动上链本身固然很酷,但就像之前我对防水功能不以为意——这有什么重要的?

Yes. And these things are so intrinsically linked. And I didn't realize until getting so deep into the research, self winding watches are kinda cool on their own. But just like before, I was like, waterproof, whatever. Why is that important?

Speaker 1

自动上链确实很酷,但手动上链有多麻烦?人们用怀表时几个世纪都是这么做的。关键在于它与蚝式结构和旋入式表冠的关联——如果你忘记旋紧表冠,蚝式的防水性就失效了。

Self winding, yeah, seems cool. But how hard is it to manually wind your watch? That's what people were doing with pocket watches for centuries. It's actually because it's tied to the oyster and the screw down mechanism. If you forget to screw your crown back down, you lose the element proofness of the oyster.

Speaker 0

对。好了,我迫不及待要说了——恒动机芯的运作方式简直天才。各位听众...

Yes. Okay. I can't wait. The way that the perpetual movement works is totally genius. Alright, listeners.

Speaker 0

现在正是感谢Acquired新合作伙伴Sentry的好时机。拼写是s-e-n

This is a great time to thank a new partner of ours here at Acquired, Sentry. That's s e n

Speaker 1

t-r-y,就像站岗的哨兵。没错。Sentry帮助开发者调试错误和延迟问题,几乎能解决任何软件故障,在用户发怒前修复问题。正如其官网所言,它被4,000,000多名开发者评价为'还算不赖'。

t r y, like someone standing guard. Yes. Sentry helps developers debug errors and latency issues, pretty much any software problem, and fix them before users get mad. As their homepage puts it, it's considered, quote unquote, not bad by over 4,000,000 software developers.

Speaker 0

今天我们要讨论的是Sentry如何与被收购宇宙中的另一家公司Anthropic合作。Anthropic曾有一些旧的监控基础设施,但在其庞大的规模和复杂性下,他们转而采用Sentry来更快地发现和解决问题。

So today, we're talking about the way that Sentry works with another company in the acquired universe, Anthropic. Anthropic used to have some older infrastructure monitoring that was in place, but at their massive scale and complexity, they instead adopted Sentry to help them find and fix issues faster.

Speaker 1

没错。在AI领域,崩溃可能是个大问题。如果你正在运行像训练模型这样的大型计算任务,而一个节点失败,可能会影响数百或数千台服务器。Sentry帮助他们检测出故障硬件,以便在引发连锁问题前快速剔除。Sentry让他们能在几小时内而非几天内调试重大问题,从而恢复训练运行。

Yep. Crashes can be a massive problem in AI. If you're running a huge compute job like training a model and one node fails, it can affect hundreds or thousands of servers. Sentry helped them detect bad hardware so they could quickly reject it before causing a cascading problem. Sentry enabled them to debug massive issues in hours instead of days so they could get back to their training runs.

Speaker 0

如今,Anthropic依赖Sentry实时跟踪异常、分配错误并分析故障,覆盖其研究团队使用的所有主要语言,包括Python、Rust和C++。据Anthropic团队称,Sentry为开发人员提供了一个集中获取调试问题所需全部信息的平台。

And today, Anthropic relies on Sentry to track exceptions, assign errors, and analyze failures in real time across all the primary languages used by Anthropic's research teams, including Python, Rust, and c plus plus According to the Anthropic team, Sentry gives our developers one place where they have all the information they need to debug an issue.

Speaker 1

Sentry世界的另一个有趣更新是,本月起Sentry推出了名为SEER的AI调试器。SEER是一个AI代理,它能利用Sentry的所有问题上下文和你的代码库,不仅猜测问题根源,还能针对你的应用程序提出可直接合并的修复方案。

And one other fun update in the world of Sentry is that as of this month, Sentry now has an AI debugger called SEER. SEER is an AI agent that taps into all the issue context from Sentry and your code base to not just guess, but root cause gnarly issues and propose merge ready fixes specific to your application.

Speaker 0

我们非常兴奋能与Sentry合作。他们拥有令人惊叹的客户名单,不仅包括Anthropic,还有Cursor、Vercel、Linear等。如果你想像超过13万家组织那样快速修复问题代码——从独立爱好者到全球最大企业——可以访问sentry.i0/acquired了解更多,他们还为所有Acquired听众提供两个月免费试用。就是Sentry,sentry.i0/acquired,只需告诉他们是本和大卫推荐你的。

We are pumped to be working with Sentry. They've got an incredible customer list, including not only Anthropic, but Cursor, Vercel, Linear, and more. If you wanna fix broken code like the over 130,000 organizations using Sentry from indie hobbyists to some of the biggest companies in the world to find and fix broken code fast. You can check out sentry.i0/acquired to learn more, and they are offering two free months to all Acquired listeners. That's Sentry, sentry,.i0/acquired, and just tell them that Ben and David sent you.

Speaker 1

回到Oyster表,谈谈对自动上链和劳力士永恒元素的需求。如果能造出自动上链表,突然之间,Oyster的防水性能就适合所有人了,因为实际上没人需要旋开表冠。

So back to Oyster and leading into the need for self winding and the perpetual element of Rolex. If you can create a self winding wristwatch, well, all of a sudden, the element proofness of the Oyster works fine for everybody because nobody actually has to unscrew the crown.

Speaker 0

你永远不必取出电池换新,也永远不用给Apple Watch充电。随便你怎么类比,但你就是——

You never have to pop out the battery and put in another one. You never have to charge your Apple Watch. You name the analogy, but you just

Speaker 1

设置好就不用管了。

Set it and forget it.

Speaker 0

没错。你整天走动,手表基本保持精准走时,还防水,而且永远不需要上链。听起来像是个神奇的产品,谁不想要呢?

Yep. You walk around all day. Your watch keeps perfect time ish, and it's waterproof, and you never need to wind it. Sounds like an amazing product. Who doesn't want that?

Speaker 1

这简直就是史蒂夫·乔布斯风格的产品。

That's a Steve Jobs like product right there.

Speaker 0

好的。在深入探讨劳力士特有的自动上链机制如何运作之前,我认为现在是个好时机,先解释一下机械表的基本工作原理及其核心部件。坦白说,

Okay. Before going into the nuance of how Rolex's particular self winding mechanism works, I think this is a good time to explain how mechanical watches work at all, what the key components are. And frankly

Speaker 1

这就像炼金术一样。是其中

It's like alchemy. Is one of

Speaker 0

为准备这期节目做过最酷的事情之一就是学习机械表的运作原理。简而言之,制造计时器需要两大核心部件:第一,储存能量的方式;第二,以可预测且精确的间隔释放能量的方式。

the coolest things ever done to prepare for an acquired episode was go learn how a mechanical watch works. At a high level, you need two major components to make a timepiece. First, a way to store energy, and second, a way to release that energy in a predictable and precise interval.

Speaker 1

听起来像是,哦,对。当然,如今你可以用电池和电子元件实现这一点。但想象一下在没有电池和电子元件的情况下做到这些。

Which seems like, oh, yeah. Of course, you could do that these days with, you know, a battery and electronics. But imagine doing that without a battery and without electronics.

Speaker 0

没错。关于第一点储存能量,有个叫主发条的装置。大卫,你在研究中读到过这个吗?

Exactly. So, yes, on that first one, storing energy, there is something called a mainspring. You read about this in the research, David?

Speaker 1

嗯。

Yep.

Speaker 0

主发条可以储存势能。想象一根一英尺长的细金属条,你把它紧紧卷起来塞进一个叫发条盒的东西里。这就像电影胶片被塞进胶片盒,就像你在电影院放映室里看到的一摞胶片盒那样。你应该想象的是发条盒里紧紧缠绕的主发条。有趣的是,大卫,这引出了你的观点,电池到底是什么?

A mainspring can store potential energy. So imagine a foot long skinny piece of metal that you wind real tight and you stuff into something called a barrel. This looks like a film strip that's kinda stuffed inside a film canister that you'd see a stack of canisters in a projector room at a movie theater. That's sort of what you should imagine, a real tightly wound mainspring inside that barrel. Now interestingly, to your point, David, this kinda begs the question, what is a battery?

Speaker 1

对。是的。我说了电池。严格来说,那就是个电池。

Right. Yes. I said a battery. Technically, that is a battery.

Speaker 0

没错。它就像个机械电池,因为它是储存势能供后续使用的方式。令人惊叹的是,如今机械表的运作如此节能,主发条储存的势能足以让手表走时约三天。太神奇了。

Right. It's like a mechanical battery since it's a way to store potential energy to be used later. Now amazingly, the way a mechanical watch works these days is so energy efficient that the mainspring can store on the order of three days of potential energy to tick the watch forward. It's amazing. Amazing.

Speaker 0

好。接着说,显然单靠这个是不够的。如果你直接释放发条盒里的主发条,它会飞速旋转。所有齿轮都会跟着转,能量会瞬间全部释放。手表就坏了。

Okay. So moving on, obviously, this isn't sufficient on its own. If you just release the mainspring in the barrel, it would spin around real fast. It would make all the gears spin, and you'd let all the energy out at once. Break the watch.

Speaker 0

是的。所以你需要某种装置来控制主发条的能量释放,并以缓慢固定的时间间隔进行释放。

Yes. So you need something to control the energy release from that mainspring and do it in slow fixed time intervals.

Speaker 1

完全机械式的。

All mechanically.

Speaker 0

对。你需要让手表发出滴答声的装置。

Yes. You need something to make the watch tick.

Speaker 1

嘿,哦。

Hey, oh.

Speaker 0

没错。制表师称之为擒纵机构。机械表中的擒纵机构有两个关键部件来利用主发条的势能:一个是擒纵叉(回头再说这个)

Yes. Watchmakers call this an escapement. Now an escapement in a mechanical watch has two key components to harness that potential energy from the mainspring. One is a pallet fork. Come back to that.

Speaker 0

另一个叫摆轮。擒纵叉如何工作呢?它形似带齿的小T字,顶部边缘有齿牙,像老爷钟的钟摆般来回摆动——滴答、滴答。每次摆动都会推动手表所有齿轮前进一格

And two is something called the balance. So how does a pallet fork work? Well, a pallet fork looks like a little t with teeth on the edges of the top of the t, and it moves back and forth, a tick and a tock, like the pendulum of a grandfather clock. And as it flicks back and forth, it moves all the gears on the watch forward one tick

Speaker 1

或者说一个节拍。这个元件可能位于传动链下游好几级,通常像是驱动其他所有部件的小时轮对吧?

or one beat. And there's this element that, this may be several steps down the chain where it's actually usually, like, the hour movement, right, that then drives all the other movements off of that?

Speaker 0

取决于手表类型及其复杂功能。但关键要明白:当擒纵叉推动所有部件前进一个节拍时,实质是让所谓的擒纵轮转动一齿,从而驱动该表齿轮系中的其他部件。

Kinda depends on the watch and what complications are in it, things like that. But, yeah, the important thing to know is when one beat happens, when the pallet fork enables everything to move forward one beat, what it's really doing is allowing what's called the escape wheel to turn one click, and that drives whatever else is in the gear train for that particular watch.

Speaker 1

明白了。有些表只显示时分,有些带秒针,还有些能显示日期、星期、月相甚至早餐内容等等。

Gotcha. Which some watches is, you know, just hours and minutes. Some watches is hours and minutes and seconds. Some watches is date, day, moon phase, what you had for breakfast, etcetera.

Speaker 0

没错。这些被称为复杂功能的附加装置非常精妙——你可以像程序员那样推演实现逻辑:"如果日期是31天,那么..."

Right. And with these complications, which are the sort of features, it's really amazing because you can sort of think through what the algorithm would be to make such a complication. But when you're thinking through it, you're thinking sort of like a programmer. You're saying, well, if this, then that, you know, if the date is thirty one days

Speaker 1

是的。这些不是计算机。

Yeah. These are not computers.

Speaker 0

没错。所有逻辑都通过齿轮组机械编码实现。这很美。我们上次讲到擒纵机构,那里有擒纵叉,就是这个小T形部件,发出滴答声。

Right. All of the logic is encoded mechanically in a gear train. It's beautiful. Yeah. So where we left off here is our escapement where we've got the pallet fork, and it's this little t, and it's a tick and a tock.

Speaker 0

它来回摆动,推动齿轮每次前进一格。那如何让它持续摆动呢?擒纵叉滴答作响的机制是什么?这就引出了机械表的核心部件——摆轮。摆轮也由两部分组成。

It flicks back and forth and moves the gears all forward one tick. So how do you get it to tick back and forth? What is the mechanism by which this pallet fork goes tick tock tick tock tick tock tick tock? This is where we introduce a big hero of the whole mechanical watch story, the balance. And the balance also has two parts.

Speaker 0

分别是摆轮和游丝。这两者围绕同一中心点固定。想象自行车轮子就是摆轮,类似呼啦圈。而齿轮就像自行车后轮的传动装置。

There's a balance wheel and a hairspring. And these two things are stuck together around the same center point. So picture the wheel of a bike, that that would be the balance wheel, kinda like a hula hoop. And then the gears go around the same axle on a bike. You know, you can imagine that you've seen the rear wheel of a bike.

Speaker 0

在这个类比中,齿轮相当于游丝,外轮相当于摆轮。游丝看起来非常酷,是另一种金属卷簧,但比之前讨论的主发条更松弛灵活。与手表内部其他精密部件不同,摆轮组件几乎是悬浮的,运动时摩擦力极低。

In this analogy, those gears are the hairspring, and the outer wheel is the balance wheel. So that's what this component kinda looks like. The hairspring looks really cool. It is another coiled up piece of metal, although it's much looser and more fluid than the tightly wound mainspring that we talked about earlier. Unlike everything else that is incredibly tight inside a watch, this component, the balance, almost floats, and it moves with really low friction.

Speaker 0

这很奇特,因为它与手表里其他所有部件都截然相反。其工作原理是游丝朝一个方向高速旋转。就像你拉弹簧时,它只能伸展到某个程度就会回弹。这个组件正是如此运作。

It's weird because it's the opposite of everything else that's in the whole watch. And the way it works is the hairspring spins really fast in one direction. And for anyone who's ever taken a spring and tried to uncoil it, you know, you kinda note that it only goes so far, and then it wants to go back to its resting position. And then you try to go the other direction and tighten it a little bit, and that doesn't work either, and it wants to go back to its natural resting position. That's what's happening here.

Speaker 0

游丝先朝一个方向高速旋转,当储存能量被弹簧展开的机械阻力抵消时停止,随即反向高速旋转。如此循环往复,带动擒纵叉摆动,持续释放微小能量推动齿轮前进。这太美妙了。

So you've got the hairspring, which spins really fast in one direction, and then the energy that it has stored is overcome by the mechanical resistance of unwinding the spring, so it stops, and then it spins real fast in the other direction. And this cycle goes back and forth, spinning back and forth, tick and tock, and flicking that pallet fork back and forth to continually release one little interval of energy and one little advance of the whole gear train. It is beautiful.

Speaker 1

太神奇了。完全能理解为什么对特定人群来说,这就像保时捷911,令人无法抗拒。

Amazing. You can totally see why for the right kind of person, this is like a Porsche nine eleven or, like, it's just catnip. You can't get enough of this.

Speaker 0

完全正确。未来劳力士会推出名为Parachrom游丝的专利技术,配有精美渲染动画视频展示其原理。实际运转速度极快,并非如我描述的缓慢往复。

That's exactly right. And, you know, you end up with fancy names and proprietary things that Rolex makes in the far future called a Parachrom hairspring that has these amazing renders and animations and videos of how it works. It's gorgeous. Now this happens really fast. This isn't like I just described it, where you go really far in one direction, then you run out of energy, and then you come back.

Speaker 0

根据表款不同,这个动作每秒发生3-6次。当你把表贴近耳朵听到的滴答声就是它在工作。擒纵叉驱动整个齿轮系,以精准节奏释放能量带动指针和复杂功能(星期/日期等)。最疯狂的是,这一切完全依赖所用金属的物理特性——时间计量本质上由宇宙物理法则决定:弹性、抗拉强度、惯性以及特定材料储存的势能。

This happens three, four, five, six times per second depending on the watch. And that's if you hold a watch up to your ear and you hear tick tick tick tick tick tick tick tick These beats, that's what you're hearing. So the pallet fork drives that whole gear train, releasing energy that powers the hands and all the other complications, the day, the date, etcetera, at exactly the right pace. So when you take a step back and you look at it all, the craziest thing is that it depends on the exact physical properties of the metals that are used. The time is literally kept by the physical laws of the universe, elasticity, tensile strength, inertia, potential energy stored by specific materials.

Speaker 0

如今他们已将这门技艺发展到如此精密的程度,经认证的天文台表每天误差不超过两秒。

And they have this down to such a precise science today that watches keep time certified chronometers keep time within two seconds per day.

Speaker 1

太疯狂了。

Bonkers.

Speaker 0

这太棒了。我刚列举了手表的四个部件,而实际有200个零件。虽然这是极度简化的说法,但基本说明了手表的工作原理。

It's awesome. I just named four parts of a watch. There are 200 parts. This is an oversimplification, but kind of the general concept of how a watch works.

Speaker 1

是啊。其他部件同样令人惊叹。比如表内会使用宝石——因为所有齿轮都需要在产生摩擦的部件上转动,所以需要极低摩擦的材料。结果发现,将红宝石和蓝宝石研磨成小螺母状是最佳解决方案。所以你手表里确实装着用于机械用途的天然宝石。

Yeah. The other parts are also amazing. I mean, things like there are jewels in the watch because all of these gears need to turn on things that create friction, and so you need extremely low friction things. And, well, it turns out that, like, actually rubies and sapphires that are milled into little nuts are the best way to do that. And so there are actual jewel stones inside your watch that are being used for a mechanical purpose.

Speaker 0

由于宝石是硬度极高的矿物,可以避免零件磨损。想想看,当某个部件每秒来回摆动六次时——大多数劳力士手表十年才需要保养一次,这些零件几乎不会磨损,这简直不可思议。

And because jewels can be really hard minerals, and you don't want these things to wear out. And so when you're slapping something back and forth six times per second, you wanna make sure that I mean, most Rolex watches don't need to go in for service until every, I don't know, once a decade. It's crazy that these things just don't wear out.

Speaker 1

没错。就说我现在戴的迪通拿吧,至少十五年了从没保养过,走时依然分秒不差。

Yeah. I mean, gosh, the Daytona I'm wearing right now, I don't think it's ever been serviced, and it's at least fifteen years old, if not more than that, and keeps time perfectly.

Speaker 0

这太酷了。这是门延续五百年的工艺——通过主发条将能量传递给带有摆轮和游丝的擒纵机构,使其来回摆动。数字技术乃至大多数模拟技术都是在这之后才发明的。

It's so cool. And this is a 500 year old art. The idea of the mainspring that applies energy to a escapement that has a balance wheel and a hairspring to oscillate it back and forth, This isn't new. Every piece of digital technology, heck, most analog technologies are invented after this. Totally.

Speaker 0

让我们回到你提到的

So to bring us back to the perpetual on your

Speaker 1

劳力士的恒动机制,在历经数百年发展的极致精密机芯上,叠加自动上链这种复杂功能绝非易事。这不是写几行代码就能解决的。

Rolex watch, you can imagine that adding this element of self winding to the insane complexity that has been developed over centuries with extreme tolerances that are already in these watch movements, Not exactly a trivial thing to do. You can't just code it up in software.

Speaker 0

确实。特别要说明的是,还记得我提到储存三天能量的主发条吗?卷紧的发条会产生巨大阻力。试想用手转动表冠时有多费劲。所以设计自动上链机制时,必须找到机械增益的方法来给已经紧绷的装置上弦。

No. And in particular, what we're talking about here is remember I talked about the mainspring that stores three days worth of energy inside the barrel all coiled up? There's a ton of resistance on that. I mean, if you think about if you pop open a crown on a watch and you go to turn it with your thumb, it's kinda hard to turn. And so if you're gonna come up with a self winding mechanism, you need some way in which you are using mechanical advantage to wind something that's already wound really tight even tighter.

Speaker 0

是的。

Yes.

Speaker 1

于是我们来到了二十年代末。大约在这个时候,一位名叫约翰·哈伍德的英国手表发明家提出了一种自动上链系统。有趣的是,这并非他的终极目标。他当时和劳力士一样,试图打造防水系统。而他采取的方法是——

So here we are in the late twenties. Right around this time, a British watch inventor named John Harwood comes up with an automatic system for watches. Now interestingly, that wasn't his end goal. He was trying to create a waterproof system just like Rolex was. And the way that he went about it was he said, oh, yeah.

Speaker 1

正如我们之前讨论的,表冠是手表防水性能中最薄弱的环节。如果我从根本上取消表冠会怎样?据说某天他看到孩子们玩跷跷板获得灵感,由此设计出所谓的'锤击系统'——通过手腕摆动带动锤状部件上下撞击机芯两侧。

Like we were talking about, it's the winding crown that is the weakest link in the element proofness of a watch, what if I just start by eliminating the winding crown? Can I do that? And supposedly, he gets inspired one day by watching children play on a seesaw, and that gives him the idea for his method of how he creates something called the hammer system of, hammer going up and down and hitting different ends inside the watch as the wrist moves around.

Speaker 0

你可以想象那种'咔嗒、咔嗒'不断转动的场景。

You can imagine that turning a crank, crank, crank, crank, crank.

Speaker 1

没错。他发明这个系统后,就像发明蚝式结构的瑞士同行那样申请了专利。但他选择不直接生产手表,而是成立知识产权公司,将自动上链技术授权给其他制表商。确实有几家厂商采用了这项技术。

Yep. So he invents this system. And just like, his Swiss counterparts who invented what became the Oyster system under Rolex, he patents it. Now what he decides to do is rather than making a watch out of this, he's gonna create a company that's just an IP company, and he's gonna license this self winding IP to other watchmakers, which he does. And a couple watchmakers out there take him up on it and incorporate it into their products.

Speaker 1

然而这个设计存在致命缺陷:完全取消了手动上链功能。如果手表停走,除非连续佩戴多日让发条重新蓄能,否则根本无法校准时间。

However, it doesn't prove too popular in the marketplace because a consequence of how he designed the system, the manual winding capability in the crown is eliminated entirely. Oh. So if your watch stops, if you don't wear it and you lose the charge in the mainspring, good luck getting it going again. You gotta wear it for days or whatever to just get the energy back in there, and then you can Set the time. The time.

Speaker 1

有意思的是,由于英国专利法的特殊性,哈伍德公司实际上垄断了所有自动上链技术的专利权。

Oh, interesting. So that's a pretty big flaw in this watch. But because of how the patent was granted, at least in The UK, he and his company end up holding the rights to all self winding watch technology.

Speaker 0

哇,这范围太广了。

Wow. That is broad.

Speaker 1

在英国确实如此——无论采用何种技术方案。劳力士的汉斯深知自动上链对释放蚝式潜力的重要性,但受制于这项专利束手无策。

In Britain, yeah, no matter what the method is, or at least that's my understanding. Brutal. So Hans, of course, in Rolex sees this. He knows he needs an automatic system for the Oyster to really unlock the potential of the product and fully break the wristwatch product for the marketplace here, but his hands are tied. He can't do anything, at least in Britain, as long as Harwood has this patent.

Speaker 1

汉斯清楚哈伍德的方案存在缺陷,拒绝技术授权。转机出现在1929年——股市崩盘和大萧条导致哈伍德公司破产,这项专利束缚终于解除。

And Hans knows that ultimately the method that Harwood uses is not good. He's not gonna license from Harwood because he knows it's an inferior implementation. Yep. And then fortunately, fate strikes, and the market does its thing. And in 1929, Harwood's company goes bankrupt, probably aided along by the stock market crash from 1929 and the entering into the Great Depression, etcetera.

Speaker 1

终于,汉斯和劳力士现在可以在这里完成这款产品了。

So finally, the door is now open for Hans and Rolex to complete the product here.

Speaker 0

是的。我们身处1929年,给大家一个快速参考点。当时有篇文章说,你只需25美元就能买到一块劳力士。即使按通胀调整,相当于今天的450美元,最高一千美元则相当于现在的18,000美元。如今劳力士的顶级表款远不止18,000美元,入门款也远超450美元。

Yep. And while we're here in 1929, just a quick reference point for folks. There was an article published at this time that said you could get a Rolex for as little as $25. Even if you inflation adjust that, it's like $450 today, or for as high as a thousand dollars, which is 18,000. Rolex's top of their line today is a lot more than $18,000, and the bottom of their line is a lot more than $450.

Speaker 0

但这让你了解在那个历史时期需要多少财富才能购买劳力士。这是一笔不小的开支,但并非仅限于精英阶层。绝对不是。此时的劳力士

But that gives you a sense of the type of wealth you would need in order to purchase a Rolex at this point in history. It was a meaningful purchase, but not a purchase reserved for only the elite class. Definitely not. Rolex at this point

Speaker 1

还不是奢侈品牌。没错。它将在未来几十年转型为奢侈品牌。但现在,汉斯真正专注的领域是他的天才之处——创造腕表产品。他希望全世界每个人手腕上都能戴着手表。是的。

is not a luxury brand. Correct. It's going to transform into one over the ensuing decades. But, no, now, you know, Hans was really, really focused, and his genius and contribution to the field was on creating the product of the wristwatch. And he wanted the wristwatch to be on every wrist in the world Yep.

Speaker 1

他做到了。现在我们来到30年代初。经过几年努力,劳力士终于突破并获得了他们所谓的“自动上链系统”专利,至今仍是整个行业主要的自动上链方式。这是表壳背面一个双向旋转的恒动摆陀,通过佩戴者手腕运动捕获动能。重要的是,与锤式结构不同,它能360度自由双向旋转,不会撞击任何部件。

Which he achieved. So here we are in the early thirties. After a couple years of work, Rolex finally cracks it and patents their own rotor, quote, unquote, self winding system, which still to this day is the primary method of self winding across the entire industry. This is a perpetual rotor at the back of the watch case that spins around in both directions and captures kinetic energy as the wearer moves their wrist around. And importantly, unlike the hammer movement, it spins three sixty freely in either direction, so it's not hitting anything.

Speaker 1

是的。哈伍德系统的另一个问题是锤头撞击两端时会发出噪音。

Yep. One of the other problems with the Harwood system was when the hammer struck each end, it made a noise.

Speaker 0

哦,真的吗?

Oh, really?

Speaker 1

对。你能听到手表发出咔嗒、咔嗒的声响。劳力士推出的恒动系统最初营销亮点之一就是静音性,他们称之为‘无声自动上链系统’。

Yeah. Yeah. You'd where you're watching it go, clack, clack, clack, clack. One of the initial marketing points for the rotor system, the perpetual system that Rolex comes out with is the silentness of they call it the silent self winding system.

Speaker 0

这太有趣了。真是天才设计。想象一下——大家可能看过自动上链表视频或照片——一个围绕中心点旋转的圆盘,切掉半边后,由于近乎无摩擦的系统,只要稍微倾斜手表,摆陀较重的一侧就会因重力下垂。

Oh, that's really interesting. And it's genius. You know, you can imagine I'm sure people have seen videos or photos of a self winding watch. Imagine a disc that sits around a center point, and then you cut off half the disc. And so what happens is whenever you're you're swinging your wrist around or because it's a near frictionless system, whenever you tilt the watch at all, the heavy side of the rotor falls down due to gravity to whatever side is lower.

Speaker 0

于是你一整天都不经意地让这个恒动摆陀不断旋转,利用它来为主发条上链。

And so you're just constantly all day inadvertently spinning this perpetual rotor around and around and around and using that to wind the mainspring.

Speaker 1

没错。这是一项令人难以置信的创新,也是叠加在所有其他机械腕表工程壮举之上的又一工程奇迹。最初推出时,你知道,当你在表背加入这一新结构层时,会让表背略微凸起。

Yep. It's an incredible innovation and feat of engineering stacked on top of all these other incredible feats of engineering that go into mechanical watches. When they first start, you know, you're adding a new layer to the movement when you do this in the back of the watch. It makes the watch back protrude a little bit.

Speaker 0

哦,泡泡背?

Oh, the bubble back?

Speaker 1

对,对对。这些早期投放市场的蚝式恒动表,如今被收藏家称为泡泡背,因为它们的表背会从表耳处微微凸起贴合手腕。

Yeah. Yeah. Yeah. These early oyster perpetuals that are first launched into the market are known by collectors as bubblebacks now because the back of them sticks out a little bit onto the wrist off of the lugs.

Speaker 0

太酷了。还有个有趣的点在于,这确实是劳力士的原创发明。蚝式是授权技术,走时精准的功劳全归埃格勒的创新。这是我们首次真正看到劳力士研发部门为钟表界带来全新突破性贡献。

It's so cool. And the other fun thing about this is it is legitimately an invention by Rolex. Oyster was licensed. The credit for how accurate they were was really all Eggler's innovation. This is the first time we're really seeing Rolex r and d figure out some brand new breakthrough contribution to the watch world.

Speaker 1

是的。这项技术问世后,就构成了劳力士技术的三大支柱,也奠定了此后所有高品质机械腕表的技术基础:天文台认证的精准走时、蚝式结构的防水防尘性能,以及恒动系统的自动上链——蚝式恒动。

Yep. And once this is in place, these are the three key pillars of Rolex technology and really all mechanical wristwatch technology of quality from this point forward. You've got the accuracy, the chronometer, Observatory certified. You've got waterproofness, element proofness via the Oyster, and now you've got self winding with the perpetual. Oyster Perpetual.

Speaker 0

齐活了,都在这里了。

Here it is. That's all here.

Speaker 1

没错。1934年他们推出了完整系统——被收藏家称为泡泡背的蚝式恒动天文台表。首次为腕表设计新外观,为这些新款蚝式恒动表采用钢金双色组合,命名为Rolesor(金钢),这名字朗朗上口。

Yep. So in 1934, they launched the full system, the Oyster Perpetual Chronometer, the bubblebacks known by collectors. And for the first time, they introduce a new look for the watches, a two tone mix of steel and gold for these new Oyster Perpetuals that they call Rolesor. It really just rolls off the tongue.

Speaker 0

就在你手腕上呢,大卫。

Right there on your wrist, David.

Speaker 1

就在这儿。不是我的迪通拿,但我的日志型确实戴着这款。这种金钢组合如今已成为劳力士的标志性设计。

Right there. Not on my, Daytona, but it is on my Datejust. This is the golden steel mix that is now just an iconic Rolex look.

Speaker 0

中间链节是金的,两侧链节是钢的。

And that's where that center link is the gold, and the outer two links are the steel.

Speaker 1

没错。现在你提到的是表链。长久以来,表链都是由第三方公司制造的。劳力士将这部分外包出去。但那种设计风格甚至延续到了表壳本身。

Yep. Now you're talking about the bracelet there. Bracelets for a long, long, long time are made by third party companies. Rolex contracts them out. But that look even goes on to the case itself.

Speaker 0

哦,明白了。

Oh, okay.

Speaker 1

表链通常与表壳相呼应,但在一个表壳内同时使用黄金和钢材,可以说是当时劳力士带来的新设计。

The bracelet usually echoes the case, but combining gold and steel within one watch encasement was a new look, shall we say, from Rolex at this time.

Speaker 0

你知道还有什么是延续至今的有趣设计吗?劳力士和大多数工具表都有锯齿状表圈。锯齿设计是为了便于抓握。最初设计锯齿是为了在需要旋开后盖时,能像螺丝头一样提供着力点。

You know what else kinda carries through today, which is kinda interesting? Rolex and just most tool watches have fluted bezels. The flutedness is because it makes it easier to grip. So when you need to screw the back off, that was the original reason for fluting, was to give you a screw head effectively to get leverage to pop it off.

Speaker 1

是的。这个设计很棒。

Yes. Love it.

Speaker 0

好的。说到三十年代初期,让我们快速浏览其他有趣的发展——1931年首次出现了五尖皇冠标志。1931年是个特殊年份,劳力士刚开始完善产品组合,同时世界陷入大萧条。英镑贬值导致英国出口下降了三分之二。

So okay. While we're in the early thirties, just to breeze us through a bunch of other interesting stuff that's happening, the first time the crown, the logo, the five point crown starts appearing is 1931. 1931 was a weird year because Rolex was just starting to figure out this perfect product mix, and at the same time, the world is heaved into a great depression. And the British pound is devalued. So exports out of Britain dropped by two thirds.

Speaker 0

危机来临。于是劳力士寻求国际化布局,在巴黎、布宜诺斯艾利斯和米兰开设新办事处。他们组织前往南美、西印度群岛、中国和日本的考察,试图在全球危机中稳定业务。

Crisis happens. So Rolex is looking to internationally diversify. So they open new offices in Paris, Buenos Aires, and Milan. They organize these trips to South America, The West Indies, China, Japan. They're really trying to figure out how do we stabilize things while the world is in crisis.

Speaker 0

但他们当时的产品定位很准确。

But they've got the right product in market.

Speaker 1

对。我记得红杉资本或至少是迈克尔·莫里茨说过,经济衰退是创新的最佳时机。因为当衰退结束时,你已经准备好用最佳产品加速发展。

Yep. I feel like there's an old, Sequoia saying or at least a Mike Moritz saying that recessions are the best time to innovate. Because coming out of the recession, you're gonna have the best product ready to hit the gas.

Speaker 0

没错。而且竞争对手也更少。

Right. And fewer competitors.

Speaker 1

没错,正是如此。

Yep. Exactly.

Speaker 0

我要说个很有意思的事,1932年欧米茄推出了一款防水表,比劳力士晚了大概五年。这被认为是世界上第一款潜水表。但如今没人提这事。人们一提到潜水表就想到劳力士,可欧米茄才是第一个做潜水表的。

I will say very interestingly, in 1932, Omega released a waterproof watch, which is, I don't know, half a decade after Rolex. This is considered to be the world's first dive watch. No one talks about this today. You hear dive watch, you think Rolex, but Omega had the first dive watch.

Speaker 1

大家都会想到潜航者。对。哦,我马上要讲些特别有趣的二战时期潜水表故事。

You think Submariner. Yeah. Oh, I've got some really, really, really fun World War two dive watch stuff in a sec.

Speaker 0

哦,太好了。

Oh, great.

Speaker 1

但在讲二战之前...

But before we get to World War two.

Speaker 0

好。1936年我觉得是个重要时刻,正好印证你刚才说的。当竞争对手因经济困境纷纷倒下时,如果你的产品在市场上表现良好,就有机会巩固地位。这时劳力士找到艾格勒说:我们想包下你们全部产量。

Okay. In 1936, I feel like this is a big moment and kind of exactly what you were saying. As your competitors fall off a cliff due to economic hardship, there's an opportunity if you have the right product that's working well in the market to kinda consolidate power. This is when Rolex goes to Egler and says, hey. We wanna take all of your production.

Speaker 0

于是Gruen停止从艾格勒采购机芯。我认为劳力士可能这时从艾格勒回购了股份。但再说一次,我们永远无法确认,因为劳力士永远不会谈及此事。也是在这时,艾格勒将劳力士加入了公司名称。

And so Gruen stops buying movements from Egler. This is where I think Rolex may have bought the shares back from Egler. But, again, we don't know and we'll never know because no one at Rolex will ever talk about that. And this is also when Egler adds Rolex to its name.

Speaker 1

艾格勒制造厂-劳力士手表。

The Egler manufacturer of Rolex watches.

Speaker 0

没错。现在带我们进入二战时期吧。

Yes. So take us into World War two.

Speaker 1

1940年战争初期要记住,劳力士在瑞士,原本主要出口英国——当时仍是他们最大的市场——但供应线被切断了。法国沦陷后,中欧到英国的渠道中断。于是劳力士和其他瑞士表商都在想:糟了。既然到不了英国,就得找其他市场销售。

At the beginning of the war in 1940, remember, Rolex is in Switzerland, exporting to The UK, which was still by far their biggest market, gets cut off. Supply lines from Central Europe to The UK are cut off after France falls. And so Rolex and all the other Swiss watchmakers are like, well, shoot. Okay. If we can't get to England, we gotta go find other markets to sell to.

Speaker 1

这就像新冠疫情初期,你知道的,所有公司都在临时开发新产品尝试各种业务。这是我最喜欢的冷知识花絮。

It's like the beginning of COVID when, you know, all these companies are making up other products and doing all sorts of stuff. This is my very favorite sidebar piece of trivia.

Speaker 0

哦,我完全猜不到你要说什么。

Oh, I have no idea where you're going.

Speaker 1

那你知道劳力士当时在意大利做了什么吗?我完全没想到。他们四处寻找机会,试图开拓业务。他们在意大利的零售合作伙伴接到了意大利海军的合同,要为潜水员供应手表。

So do you know what Rolex did in Italy during this time? I have no idea. They're casting about. They're trying to find something. Their retail partner in Italy gets a contract from the Italian Navy to supply watches to their divers.

Speaker 1

于是这个意大利零售伙伴找到劳力士说:嘿,我们拿到了潜水表的合同,你们能为我们生产潜水表吗?劳力士回答:当然可以。

And so this Italian retail partner comes to Rolex and is like, hey. We got a contract for dive watches. Can you make dive watches for us? And Rolex is like, yeah. Sure.

Speaker 1

我们完全能做到,工厂现在正闲着没事做呢。

We can do that. We're just sitting on our hands here at our factories.

Speaker 0

有趣的是这比潜航者型手表早了差不多十五年。

Which is funny because this is, like, a decade and a half before the Submariner.

Speaker 1

没错。没错。没错。这是劳力士制作的第一款潜水表。

Yes. Yes. Yes. Yes. This is the first dive watch that Rolex makes.

Speaker 1

你能猜到那个意大利零售伙伴的名字吗?

Can you guess the name of the Italian retail partner?

Speaker 0

我猜可能是...不知道,汽车公司之类的?

I feel like it's gonna be, I don't know, car company.

Speaker 1

不不不,名字更直白。就是沛纳海。

No. No. No. It's even more on the nose. This is Panerai.

Speaker 1

这是沛纳海手表。

This is the Panerai watch.

Speaker 0

哦,真的吗?

Oh, really?

Speaker 1

沛纳海制造的手表。所以,你知道,任何了解沛纳海的人都知道,这是非常著名的装饰艺术风格潜水表。他们现在有两个主要型号,Luminor和Radiomir。是的。沛纳海在二战前是一家零售商。

Makes the Panerai watch. So, you know, anybody who knows Panerai, famous, you know, very art deco style dive watch. They have two main models now, the Luminor and the Radiomir. Yeah. Panerai was a retailer before World War two.

Speaker 1

他们当时不是制表商。哇。战后,沛纳海继续生产这些手表。这不是很神奇吗?

They weren't a watchmaker. Woah. And then after the war, Panerai kept going making these watches. Isn't that amazing?

Speaker 0

完全不可思议。这也突显了瑞士成为制表强国的另一个原因。这是一个非常依赖工程技术的工业领域,而他们因为完全中立无需为战争投入任何资源。因此,他们的工匠、机械师等所有人可以继续制造手表。

Totally amazing. And this also underscores another reason why Switzerland was such a watchmaking powerhouse. This is a very engineering heavy industrial thing, and they didn't have to devote any resources to the war because they were completely neutral. And so all of their craftspeople and machinists and everything can keep making watches.

Speaker 1

没错。他们当时正将产品卖给轴心国的意大利海军。与此同时,他们最关注的是设法重新向英国出口,即向他们过去在盟军一方的主要市场销售。到了1940年,他们确实找到了将手表重新销往英国的方法——先通过西班牙和葡萄牙‘洗白’货物,再经直布罗陀海峡运抵英国。

Yep. And so here they are selling to the Italian Navy on the Axis side. Meanwhile, the thing that they're most focused on is trying to figure out some way to start reexporting to Britain, selling to their old main market on the Allied side. They do figure out later in 1940 how to get watches back into Britain. They sort of launder them first through Spain and Portugal, and then through the Strait Of Gibraltar, get up to Britain.

Speaker 1

这变得至关重要,因为如果说一战造就了腕表市场,那么二战则让精密腕表市场变得极其重要。一战堑壕战中的士兵需要协调行动与时间,而二战中的军人面对的是高度技术化的战争,涉及飞机、航空母舰等大量科技装备。

This becomes critical because what is World War two that World War one was I mean, World War one made the market for the wristwatch. Right? But World War two made the precision wristwatch market super important. If you're a soldier in the trenches in World War one, you need to coordinate movements and time and whatnot. If you're a military service member in World War two, it is a very technical war involving a lot of technology, involving airplanes, involving aircraft carriers.

Speaker 1

还有协同作战。各种新式战术——坦克集群、协同攻击、隐蔽行动等等。比如不列颠空战作为关键战役,所有英国皇家空军飞行员都佩戴着劳力士手表。

And synchronized attacks. All sorts of thing. Tanks, synchronized attacks, all this stuff, stealth. So the air battle of Britain, you know, is such a key moment in the war, key theater. All of these British Royal Air Force pilots, they're all wearing Rolex watches.

Speaker 1

因为此时劳力士已能制造最精良、最精准且最耐各种恶劣环境的腕表。想想看,飞行员经历气压剧烈变化,二战战斗机的所谓‘舱室’根本没有加压系统。这些手表必须能承受极端条件,通常还要靠它们进行导航。

Because at this point, Rolex make the best wristwatches, the most accurate, the most weatherproof to all the elements. You know, you're going through all sorts of pressure changes, going up, going down. You know, these cabins, quote, unquote, if you could call them that of World War two fighter planes, there's no pressurization in there. These watches need to be able to withstand a lot of elements. Usually, you're navigating by them.

Speaker 1

你可能正在黑夜中飞行。哇,这真是无比关键。

You might be flying in the dark. Wow. Super, super important stuff.

Speaker 0

再次强调,我对此持保留意见,我怀疑欧米茄才是当时的领军品牌。在瑞士制表界,欧米茄于四十年代、五十年代乃至六十年代都蓬勃发展。

Again, I would push back on it was just I would suspect Omega is the leading brand at this time. Omega was thriving in the forties, fifties, even into the sixties in the Swiss watch world.

Speaker 1

确实如此。劳力士并非唯一向双方销售手表的品牌。但无论如何,二战彻底改变了人们对腕表功能的需求。空战或许是最直观的体现,但细想之下,二战催生的技术革新远不止于此。

Yes. That is definitely true. Rolex weren't the only ones that were selling to both sides here. But nonetheless, World War two is really changing the nature of what you need out of a wristwatch. And air battles are maybe the most visceral, but then you start to think about all the other stuff that went into World War two.

Speaker 1

无线电通讯、雷达技术、早期计算机、核武器及相关科技相继问世,科学家们构建这些系统时,时间精度成为至关重要的要素。

There's radio communications. There's radar. There's early computing. There's nuclear weapons and technology coming out of that. There's scientists that are building all these things, and time is, like, a really, really important element for this stuff.

Speaker 1

因此我们见证了军事用途腕表的诞生,但很快这种需求就转化为专业领域对精密计时器的普遍需求。

So you've really got this birth of a new military use case, but then soon to be transitioned to professional need for watches and for time in

Speaker 0

世界格局。真有意思。实际上战后时期才是劳力士真正开始规划产品线的阶段。我们之前讨论过他们凭借‘蚝式恒动官方认证计时码表’在正确时机推出了完美产品,但具体到产品形态,当时可谓五花八门。

the world. So interesting. Well, coming out of the war is really when Rolex starts to figure out their product lineup. I mean, we talked about, oh, they had the perfect product at the perfect time with this Oyster Perpetual officially certified chronograph. Well, what that looked like in product form was all kinds of crap.

Speaker 0

虽然都宣称具备相同功能,但表壳设计千奇百怪。不像现在能在官网浏览六大系列及其子款式。翻阅旧广告和目录时,你甚至会困惑某些表款的名称——因为它们彼此差异大得离谱。战后初期,他们才逐渐意识到标准化产品线的重要性。

They all said that, and that's how they all worked, but the cases were everything you could imagine. It's not like you could browse on their website and see, we make these six main families of watches with these sub variations underneath. It was far from it. You look at these old advertisements and catalogs, you're like, I don't even know what that thing's called because it just looks so different than everything else. As they're coming out of the war, this is when they're starting to figure out, oh, a standardized product lineup.

Speaker 0

虽然尚未完全成型,但很快我们就会为每款表建立专属品牌形象,明确目标人群及其佩戴时传递的身份象征。

And not quite yet, but soon, we're gonna build brand around each one of these things and who it's for and what it says about you if you wear this type of watch.

Speaker 1

没错。你正在预示工具表或运动表的诞生——为特定技术场景打造的表款,更准确说是彰显佩戴者特质的时计。这正是二战留给产品端的遗产。但首先就市场而言,战争刚结束,欧洲市场已不复存在,整个欧洲满目疮痍。

Yes. You are foreshadowing tool watches or sport watches, a watch for a specific technical use case or more accurately, a watch that says something about you as the wearer. That is the legacy of World War two to come on the product side. But first, just on the market side, as soon as the war is over, there's no more European market. Europe is in shambles.

Speaker 1

哦,但你知道哪个市场完好无损吗?是美国。没错。

Oh. But you know what market there is is America. Yeah.

Speaker 0

想想看,哪个国家的城市未被炸成废墟?哪个国家民众拥有可支配收入?还有大批退伍军人正荣归故里。

You know who didn't have their cities all just destroyed and bombed to oblivion and has disposable income and GIs returning home.

Speaker 1

没错。要知道,现在谁站在新世界秩序的顶端,至少在资本主义阵营这边。我不认为共产主义者会买很多劳力士。

Yep. You know, who is atop the new world order now, at least on the capitalist side. I don't think communists were buying a lot of Rolexes.

Speaker 0

我敢肯定有些关于二战后黑市共产主义商人向俄罗斯倒卖劳力士的疯狂故事。这事肯定发生过。

I'm sure there's some crazy stories about black market communist dealers of Rolexes to Russia post World War two. I'm sure that happened.

Speaker 1

肯定有。我记得卡斯特罗以喜爱劳力士而闻名。

There must be. I'm pretty sure Castro famously loved Rolexes.

Speaker 0

我觉得他甚至戴了两块。有些照片里能看到他同时戴着两块劳力士。

I think he even wore two. There's, like, some photos of him where he's wearing two Rolexes.

Speaker 1

太神奇了。太神奇了。

Amazing. Amazing.

Speaker 0

是啊。我正在查

Yeah. I'm looking up

Speaker 1

现在。这简直是在呐喊共产主义,手腕上同时戴好几块劳力士。

right now. Screams communism, like multiple Rolexes on your wrist.

Speaker 0

找到了。他戴着一块劳力士GMT和一块潜航者,在同一只手腕上。

Here it is. He's wearing I think it's a Rolex GMT and a Submariner on the same wrist.

Speaker 1

没错。

Yes.

Speaker 0

他说其中一块是备用表,以防第一块停了,但这可能性极低。我猜是为了显示莫斯科时间。

He referred to one as a backup in case the first stops working, but that's extremely unlikely. I suspect it's to keep Moscow time.

Speaker 1

或者他只是想在手腕上戴两块劳力士,因为他可以这么做。

Or he just wanted to wear two Rolexes on his wrist because he could.

Speaker 0

是啊。没错。完全正确。

Yeah. Right. Exactly.

Speaker 1

好吧。战后劳力士的非黑市市场,如果你想去某个地方,那一定是美国。汉斯和公司设计了一个几乎是最天才的三推计划去那里。三推计划。听着。

Okay. Well, the non black market for Rolexes after the war, if you're gonna go somewhere, you're gonna go to America. And Hans and the company devise just about the most genius, you know, three putt scheme to get there imaginable. Three putt scheme. Get this.

Speaker 1

所以在1945年

So in 1945

Speaker 0

永远不会三推。

would never three putt.

Speaker 1

泰格·伍兹不会。劳力士品牌见证。是的。好吧。所以1945年,战争刚结束,也是威尔斯多夫和戴维斯公司成立四十周年,公司的红宝石庆典。

Tiger Woods wouldn't. Rolex brand testimony. Yep. Okay. So 1945, right after the war ends, is also the fortieth anniversary of the founding of Willsdorf and Davis, the Ruby Jubilee of the company.

Speaker 1

为了这个场合,劳力士推出了他们迄今为止最精美的型号,Datejust。这是第一款现代劳力士,至今仍是公司销售的标志性手表。是的。它太美了。我面前就有一块。

For the occasion, Rolex launches their finest model yet, the Datejust. And this is the first modern Rolex, still an iconic watch sold by the company today. Yep. It's just beautiful. I've got one here in front of me.

Speaker 0

对很多人来说,如果听到劳力士时想到的不是Submariner,那就是Datejust。

For a lot of people, if they don't picture a Submariner, when you hear Rolex, they picture a Datejust.

Speaker 1

或者是Daytona,但我们稍后会讲到。是的。与Datejust一同推出的是Jubilee表链,就是我们现在都知道的标志性珠状劳力士表链。他们将其命名为Jubilee Hans。记住,他想进入美国市场。

Or a Daytona, but we'll get to that. Yep. And launched alongside the Datejust is the Jubilee bracelet, which is the, you know, iconic beaded Rolex bracelet we all know now. They name it the Jubilee Hans. Remember, he wants to get into the American market.

Speaker 1

他最初想叫它胜利表链,但他的瑞士同事说,那不太瑞士。我们是中立的。所以它就成了Jubilee表链。

He initially wanted to call it the victory bracelet, but, his Swiss colleagues were like, that's not very Swiss. We are neutral. So it becomes the Jubilee bracelet.

Speaker 0

漂亮极了。与凹槽表圈搭配得天衣无缝,为腕间增添了几分炫目风采。

Beautiful. It goes great with a fluted bezel. It just adds a little more pizzazz to the wrist.

Speaker 1

就在同一时期,劳力士生产出第五万枚官方认证的瑞士天文台精密时计——巧的是这款正是新款Datejust。于是汉斯决定将这枚极具特殊意义的劳力士赠予带领瑞士度过战争的亨利·吉桑将军。这位瑞士民族英雄,堪称瑞士的德怀特·艾森豪威尔。

Right around the same time, Rolex manufactures their fifty thousandth officially certified Swiss chronometer. It just happens, of course, that that model is the new Datejust. So Hans decides that he is going to give this very special Rolex watch to the Swiss general Henri Guissant who led Switzerland through the war. National hero in Switzerland. The Dwight Eisenhower of Switzerland, one might say.

Speaker 0

带领瑞士度过战争到底是什么概念?

What does that even look like to lead Switzerland through the war?

Speaker 1

问得好。

That's a good question. A

Speaker 0

大概就是成天坐着吧。

lot of sitting.

Speaker 1

别忘了这只是三推中的第一推。吉桑欣然接受了这枚珍贵腕表。此时劳力士正全力扩大生产,短短数月后,他们又认证了第十万枚天文台时计。

Well, remember, this is a three putt. This is just the first putt here. So Guisson gladly accepts this great watch. Well, Rolex is really ramping production here now. So it turns out, you know, a few months later, they make their hundred thousandth chronometer that they have certified here.

Speaker 0

这枚送给了温斯顿·丘吉尔。

This one goes to Winston Churchill.

Speaker 1

汉斯将这枚表交给新晋劳力士拥趸吉桑将军,请他转赠给挚友丘吉尔爵士。丘吉尔欣然接受,从此成为劳力士佩戴者。不到一年后,劳力士第十五万枚认证天文台时计再度诞生于新款旗舰Datejust系列。

This one, Hans, goes to general Gouissant, you know, newly christened Rolex convert and says, would you please, on our behalf, offer this to your dear friend, sir Winston Churchill? There it is. Winston Churchill accepts. Now Winston Churchill is a Rolex man. Well, less than a year later, Rolex makes their 150,000 officially certified chronometer once again in the now, you know, new top of the line Datejust model.

Speaker 1

这次汉斯找上了谁?虽非直接赠予,但受好友丘吉尔佩戴的影响,这枚表最终赠予盟军统帅、美国英雄德怀特·艾森豪威尔将军。艾森豪威尔心想:老友丘吉尔都戴劳力士,我岂能拒绝?于是他也成了劳力士男人。

And who does Hans go to for this one? Through not directly, but with some influence of the fact that his friend sir Winston Churchill wore it, he goes to general Dwight D. Eisenhower, American hero, leader of the allied forces, architect of the allied victory in this new world order. And Eisenhower, because his good friend Churchill wears Rolexes, how could I not accept? And so now Dwight Eisenhower becomes a Rolex man.

Speaker 1

短短数年后,1952年,艾森豪威尔就任美国总统,那枚标志性的黄金劳力士Datejust几乎时刻不离他的手腕。

And then a few short years later in 1952, Eisenhower becomes president of The United States Of America with his iconic gold Rolex Datejust on his wrist at almost all times.

Speaker 0

是的。这是劳力士首次明确其未来所有营销与定位的核心概念——掌控世界的人佩戴劳力士。

Yes. And this is the very first time that Rolex kinda gets the idea of what all of their future marketing and positioning will be, which is those who command the world wear Rolex.

Speaker 1

于是此时,劳力士终于引入了第三方广告代理商——纽约的智威汤逊广告公司。在艾森豪威尔佩戴Datejust就任总统后,劳力士与智威汤逊合作在美国发起了一场几乎如你所说的宣传,本。广告标语正是'掌控世界命运的人佩戴劳力士手表'。

So at this time, Rolex finally brings on a third party advertising agency, the J Walter Thompson advertising agency in New York. Rolex and J Walter Thompson, in collaboration after Eisenhower becomes president wearing his Datejust, launched a campaign in The US, almost literally what you said, Ben. The tagline of the campaign is men who guide the destinies of the world wear Rolex watches.

Speaker 0

他们印了这个。

They printed this.

Speaker 1

没错。就是

Yes. That is

Speaker 0

在广告上。

on the advertisement.

Speaker 1

铺满了全美各大杂志,可能全球也是。难以置信。

All over magazines across America, and maybe the world too. I don't know. It's incredible.

Speaker 0

'掌控世界命运的人佩戴劳力士手表'。真敢说。太不要脸了。

Men who guide the destinies of the world wear Rolex watches. Shameless. Shameless.

Speaker 1

槽点太多了。比如放在今天,肯定会说'人们'而不是'男人'。但这话字面上也没错——艾森豪威尔、丘吉尔...

So many things to say. Like, obviously, today, that would be, you know, people, not men. But it's also literally true. You know, you got Eisenhower. You got Churchill.

Speaker 1

还有卡斯特罗,全都戴着劳力士。

You got Castro Totally. Wearing Rolexes.

Speaker 0

六七十年代他们有些广告企划我留着后面说,但有几句类似这样的标语必须提一下。比如'当男人掌握世界时,你必然在他腕间发现劳力士'。

I'm gonna save for later in the sixties and seventies some of their advertising campaigns, but there are a few sentences that we just have to say do show up that is along these lines. There's one that is when a man has the world in his hands, you expect to find a Rolex on his wrist.

Speaker 1

所以这就是唐·德雷珀。这比唐·德雷珀还要出色。

So this is Don Draper. This is better than Don Draper.

Speaker 0

劳力士永远不会改变世界。我们把这件事留给佩戴它们的人。哦,我是说我们可以

A Rolex will never change the world. We leave that to the people who wear them. Oh, I mean We could

Speaker 1

就在这里结束这一集吧。

just end the episode here.

Speaker 0

这才是真正的品牌定位。

Now that is brand positioning.

Speaker 1

那是真正的品牌定位。而且他们成功让美国总统戴上了一块,这简直太

That is true brand positioning. And the fact that they engineered getting one on the wrist of the president of The United States is so

Speaker 0

天才了。有趣的是,尽管他们最初以梅赛德斯·格莱茨为起点,强调人类成就和领域巅峰的理念,但在这个时代他们并没有延续这一点。现在关注的是那些掌控世界的人。后来他们又回归到成就和科学家身上。再次强调,我会留到六七十年代再谈,但这非常明确地定位了那些掌控世界的人。

genius. And interestingly, even though they started with Mercedes Gleits, this idea of, like, human achievement and accomplishment and the top of their field, they aren't doing that in this era. It is about the people who command the world. And they later on come back to achievement and the people who are scientists. And, again, I'll save it for the sixties and seventies, but this is a very clear positioning of those who command the world.

Speaker 1

没错。没错。现在的问题是,我想,虽然‘掌控世界的人’这个概念本身非常霸气,但归根结底,你面对的是一个很小的市场。虽然作为理想目标很美好,你知道,有助于提升品牌光环等等,但更多人,尤其是进入五六十年代后,更想成为阿诺德·帕尔默,而不是德怀特·艾森豪威尔。

Yep. Yep. Now the problem, I guess, with those who command the world as as just absolutely gangster as it is, is ultimately, you're talking about a small market. Now it's great aspirational. You know, it helps the brand Halo and whatnot, but more people, especially as we enter the fifties and sixties, wanna be Arnold Palmer, shall we say, than, wanna be Dwight Eisenhower.

Speaker 1

是的。关于日志型最后一点我很喜欢的产品细节。最初的日志型有个日期窗口。它之所以叫日志型,是因为它是一款普通手表,表盘上有个小窗口显示当月的日期数字。

Yeah. One final little product sidebar on the Datejust that I just love. The original Datejust had the date window. It's called the Datejust because it's a regular watch with a little window on the dial that has the number of the date of the month in there.

Speaker 0

取代了数字三的位置。而且,你知道,如果你现在想象一块日志型,你可能会想到那个放在

In place of the three. And, you know, if you're picturing one today, you probably picture that magnifier that's sitting on

Speaker 1

放大镜,劳力士营销中的‘独眼巨人’。当然。当然。关于这个设计的传说来自汉斯的第二任妻子贝蒂·威尔斯多夫·梅特勒。他的第一任妻子安娜在1944年二战结束前不幸去世。

the The magnifier, the Cyclops eye in Rolex marketing scene. Of course. Of course. So the legend of how that came about is Hans' second wife, Betty Willsdorf Metler. His first wife, Anna, died tragically in 1944 right before the end of World War two.

Speaker 1

那正是汉斯创立汉斯·威尔斯多夫基金会并将公司所有权全部转入其中的时刻。

And that is actually when Hans sets up the Hans Willsdorf foundation and puts all of his ownership of the company into it.

Speaker 0

众所周知,他没有任何家族继承人。无人可继承公司,因此他创建了这个基金会。

Famously, he never had any family heirs. There was no one to pass the company to, so he creates this foundation.

Speaker 1

是的。他的第二任妻子贝蒂非常喜爱Datejust腕表。直至今日,我认为Lady Datejust仍是劳力士产品目录中最畅销的单一表款。

Yes. So his second wife, Betty, loved the Datejust. And still to this day, the Lady Datejust, I believe, is the single best selling model in the Rolex catalog.

Speaker 0

嗯,他们大概有八款男表和一款女表。当然那款女表很出色。50%的销量来自女性消费者。而且女性也会戴潜航者这类表款,但说真的...确实如此。

Well, yeah, they have, like, eight watches for men and one for women. Of course, that one's good. 50% are bought by women. And, you know, women wear submariners and stuff too, but, like, come on. Yeah.

Speaker 0

你们把50%的销量都集中在所谓的'一款'表型上。

You're concentrating 50% of your sales into one, quote, unquote, model.

Speaker 1

没错。贝蒂虽然喜欢Datejust,但难以看清小窗口里的日期数字。嗯。据说有天早晨汉斯在浴室准备时,他戴着Datejust腕表,一滴水珠恰好落在日期窗上方,放大了日期显示...

Yes. So Betty loved the Datejust, but had a tough time reading the small numbers of the date in the window. Uh-huh. So as the story goes, one day, while Hans is getting ready in his bathroom in the morning, He's wearing a date dress, and a drop of water drips onto it right above the date window, and it magnifies the date

Speaker 0

我敢说这故事是编的,但他们确实编出来了。

I tell can't make this stuff up, but they made this stuff up.

Speaker 1

他们编造了这个故事。对。然后他大喊:我明白了!我明白了!

They made this stuff up. Yeah. Yeah. And he shouts, I got it. I got it.

Speaker 1

就像浴缸里的尤里卡时刻,这就是Datejust腕表日期放大镜窗口的灵感来源。

It's like the the eureka moment in the bathtub, and that is the inspiration for the Cyclops window of the dates just.

Speaker 0

如果劳力士公司有人正在收听并想告诉我们'不,这绝对是真的',请发送邮件至acquirer@fm联系我们。

If you're at Rolex and you're listening to this and you wanna tell us, no. It really is true. Hello at acquirer dot f m.

Speaker 1

我们很乐意来日内瓦与您详谈此事。是的。好的。那么,本,正如你刚才提到的,Datejust。这是一款正装表。

We will happily come to Geneva and talk to you about it. Yes. Okay. So, Ben, as you were saying though, the Datejust. It's a dress watch.

Speaker 0

这是当你掌控世界、身着西装、置身于体面人士之间时会佩戴的手表。没错。但劳力士从1950年代起所做的就是——当然我们继续生产正装表——但我们更想打造一款既能陪你进行极限运动,又能在之后晚宴上光彩夺目的腕表。

It's a watch that you wear if you are commanding the world, you're wearing a suit, and you are amongst other respectable people. Yes. But what Rolex kinda does from 1950 onward is, yeah, of course, we make that, but we wanna make a watch that you can wear while you're doing your extreme activity that's gonna look great when you show up to dinner afterwards too.

Speaker 1

是的。这正是品牌在五十年代由安德烈奠定的核心定位。运动表。是潜水艇(Submariner)这样的运动表。

Yep. And that is the core of the brand today, which gets built in the nineteen fifties under Andre? Sports watches. It's sports watches. It's the Submariner.

Speaker 1

是探险家(Explorer),是格林尼治(GMT Master),是迪通拿(Daytona)——这些现代运动表。就像你说的,这些与丘吉尔、艾森豪威尔佩戴的款式截然不同。没错。

It's the Explorer. It's the GMT Master. It's the Daytona, the modern sport watches. And like you said, these are very different than what Churchill and Eisenhower are wearing. Yep.

Speaker 1

安德烈·海尼格(Andrei Heineker),汉斯之后的第二任劳力士CEO。他于1948年战后加入公司,我记得他原本是律师出身。他先被派往南美开拓市场,后回到日内瓦总部担任营销总监,正是他引进了智威汤逊广告公司(Jay Walter Thompson)。

So Andrei Heineker, the second CEO of Rolex after Hans. Andrei joined the company in 1948 right after the war, and he was a former lawyer, I believe, by training. And he first goes to South America and runs the South American market for Rolex. And then he comes back to headquarters in Geneva, and he becomes the director of marketing. So he's the one who brings on Jay Walter Thompson.

Speaker 1

他发起了'世界命运'营销战役,并在1955年转任腕表总监。通过引入智威汤逊、革新营销策略、重点开拓美国市场,这些都在他的职权范围内。后来他还与马克·麦考马克(Mark McCormick)的IMG经纪公司合作,这个我们稍后讲代言时会提到。

He's the one who does the destinies of the world campaign. And then in 1955, I believe he becomes the director of watches. And so bringing on Jay Walter Thompson, revamping the marketing message, opening up the America's market, and really The US market, that's sort of his purview here. And then later on, he starts working with Mark McCormick and IMG, which is the talent agency that we'll get into for the testimonies. Oh.

Speaker 1

安德烈意识到,在五十年代乃至即将到来的六十年代,劳力士三十年代赖以立足的精密制表技术已不再具有排他性。你提到欧米茄,但实际上任何瑞士厂商此时都能制造出与劳力士媲美的腕表。

What Andre realizes is that now here in the fifties and into the sixties ahead, all the technology and engineering and innovation that went into Rolex in the thirties to perfect the product of the wristwatch, that's no longer defensible. You mentioned Omega, but basically anybody else, certainly any other Swiss company, can make a perfectly on parody watch to what Rolex can make at this point in time.

Speaker 0

当时有30家瑞士公司能做到。特别是由于Etablissage(分散制造)体系,所有零部件都由外部供应商生产。你完全可以四处采购组件自己组装。劳力士稍有不同是因为他们拥有Aigler机芯厂。

There's 30 Swiss companies doing this. Yeah. Especially because of the Etablissage, all of the component manufacturers are outside the brand. And so you just go around all the component manufacturers. And Rolex is a little different because they have Aigler.

Speaker 0

但大体上,你可以找遍那些制造各种微型零件的小作坊,买齐配件组装成表。

But in general, you can go around to find all the different tiny little shops that are making each of these components and buy it, make a watch.

Speaker 1

完全正确。所以汉斯时代的那些技术优势在新时期已不足以形成差异化。劳力士需要超越产品本身,转向'佩戴它代表什么身份'的品牌内涵,这是迈向奢侈品牌的第一步——虽然我不确定安德烈他们当时是否明确意识到这一点。

Totally. So all the stuff that Hans was a genius at kinda isn't gonna cut it in terms of differentiation for this new era. What Rolex now needs to do is move beyond what the actual product is on your wrist to more, what does it say about you that you're wearing it, to the brand of the company itself, what a signaling is, what it means about you. This is the first step towards becoming a luxury brand. And I don't know that Andre and they were thinking about it necessarily

Speaker 0

虽然还未真正达到奢侈的层次,此刻它更偏向于生活方式。

as luxury yet, and it's not really luxury yet. It's much more lifestyle at this

Speaker 1

这个阶段。后来它确实成为了奢侈品牌,但这正是他真正的天才之处。从1953年到1955年,劳力士——汉斯仍在掌管公司(他于1960年去世)——与安德烈共同推出了一系列大胆创新的表款,与我们之前讨论的Datejust和Oyster Perpetual截然不同。

point in time. It would later become don't luxury, but this is his real, real genius. So from 1953 to 1955, Rolex and again, Hans is still running the company. He dies in 1960. But Rolex, Hans, Andre launch a whole suite of wild new models, very different than the Datejust and the Oyster Perpetuals that we were talking about before.

Speaker 1

这些表款包括探险家型、Turnograph、潜航者型、Milgauss以及GMT-Master。它们最初被称为工具表——没错。但很快就被归类为运动表。

This is the Explorer, the Turnograph, the Submariner, the Milgauss, and the GMT Master. These are what are then initially called the tool watches Yep. But quickly morph into becoming known as the sport watches.

Speaker 0

是的。业界通常称它们为运动表或工具表。劳力士则称之为专业表,这有点讽刺——你会以为专业表是像Datejust那样的正装表,但他们将其定位为专业赛车手这类职业人士的装备。这就是他们的

Yeah. The industry kind of refers to them as sport watches or tool watches. Rolex calls them professional watches, which is kinda funny because it's like the opposite of what you oh, a professional watch, you would think is like the Datejust, but they're thinking about it as more of like a professional driver, a professional race car driver. So that's their

Speaker 1

对,专业飞行员的装备。

Yeah. A professional pilot.

Speaker 0

没错。在劳力士的宇宙里,你会持续看到这种思维:我们拒绝被归入任何既定类别,因此必须创造完全不同的概念来避免被定义。比如不做运动表,而是做专业表。就像所谓的'劳力士之道'。

Yes. You'll continue to see this in everything that is in the Rolex universe is we don't want to be lumped into any sort of a category, so we have to refer to something entirely different such that we can't be put into a box. Like, don't make sport watches. They make professional watches. In the same way that there's something called the Rolex Way.

Speaker 1

哦,你是说就像Vision Pro不宣称自己是...

Oh, you mean, like, the Vision Pro is not

Speaker 0

正是如此。现实?劳力士之道在他们发布的YouTube视频里,通篇都在列举自己不是什么。比如不说'无限'因为那反而显得局限。劳力士宇宙里的一切都必须用你根本无法定义的方式来描述。

Exactly. Reality? Like, the Rolex Way, there's this YouTube video they put out describing the Rolex Way, and they just list all the things that they're not. It's not limitless because that's too limiting. Everything in the Rolex universe needs to be described in a way that it's too impossible for you to describe.

Speaker 0

它就是纯粹的劳力士。

It's just simply Rolex.

Speaker 1

绝妙,太绝妙了。好了,让我们回到这批真正改变世界的工具表——或者说

Amazing. Amazing. Okay. So back to this suite of really world changing tool watches or

Speaker 0

至少看看那些改变世界的专业工具表,大卫。专业手表,我很抱歉。

at least watch world changing tool watches. Professional watches, David. Professional watches. I'm sorry.

Speaker 1

首先是Turnograph,这个名字或许已经预示了它的命运,真是个‘绝妙’的名字。

First is the turnograph, as perhaps foreshadowed by that, really great name there.

Speaker 0

这名字真糟糕。

What a horrible name.

Speaker 1

这是劳力士推出的这些手表中销量最差的一款。如今你在授权经销商那儿可买不到Turnograph了。

That's the least successful of these watches that they launch. You're not gonna be buying any turnographs from authorized Rolex dealers these days.

Speaker 0

但是大卫,如果你看看Turnograph,原版长什么样?

But, David, if you look at a turnograph, what's the original one look like?

Speaker 1

它看起来像GMT Master,我们稍后再谈这个。Turnograph的关键专业功能是表盘周围的可旋转外圈,用于为不同事件计时。劳力士将其营销为国际商务人士的装备,用于计算越洋电话的通话时长。

Well, it looks like the GMT Master. We'll get back to that in a sec. So the key feature the key professional feature of the Turnograph was it had a rotating bezel around the dial, around the face of the watch that you could use for timing different events. And the way Rolex marketed this as this was going to be for international business people who were making international phone calls and needed to time the length of the phone

Speaker 0

哈,真滑稽。完全没打中市场需求。

Yeah. That's funny. Swing and a miss.

Speaker 1

彻底失策。这实在算不上什么值得向往的生活方式。

Swing and a miss. Not exactly really a romantic lifestyle you ought to be, associated with.

Speaker 0

为了省几个钱——我猜那时候打长途电话一次能省个10美元吧。不过确实。

Saving pennies on your I guess at the time, it was saving, you know, $10 at a time on your long distance calls. But Yeah.

Speaker 1

没错。但故事还没完。第二失败的是Milgauss,我超爱这款表。

Sure. But it'll come back. The next least successful one is the Milgauss. I love this watch. I know.

Speaker 1

这款表太棒了。它拥有完整的第二生命。没错。它是与瑞士CERN的工程师们合作设计的,就是那个粒子加速器实验室,专为暴露在强磁场环境中工作的科学家打造。理念在于这款Milgauss对磁场的防护如此出色,即便身处这类环境也能保持精准走时。

This one is awesome. This has a whole second life. Yes. It was designed in association with the engineers at CERN in Switzerland, the particle accelerator, for scientists who are working while exposed to strong magnetic fields. And the idea was that this Milgauss was so well protected from magnetic fields that you could wear it in these environments, and it would still tell accurate time.

Speaker 0

你肯定明白这为什么重要。如果手表依靠金属游丝作为核心计时部件,当你走进科学家工作的那些强磁场区域时,手表走时就会变快或变慢。

Which you can understand why this would be a big deal. If you have a metallic hairspring that is the primary thing making your watch tick, you walk into some of these environments that scientists are operating in, and, yeah, your watch is gonna speed up or slow down.

Speaker 1

没错。比起为国际商务通话计时这种设计初衷,这个灵感来源确实更浪漫些——虽然科学家或立志在强磁场领域工作的人群市场不大。所以几年后他们就停产了,但2007年2月又让它重出江湖。太酷了,表盘上还有闪电造型的秒针呢。

Yep. So a little more romantic than, timing international business calls in terms of the inspiration for this, but not a large market for people who are scientists or, you know, aspiring to work in strong magnetic field areas. So they discontinued that after a couple years, but then they bring it back in 02/2007. It's awesome. I mean, it's got this, like, lightning bolt secondhand on it.

Speaker 0

是啊,设计超酷。配色也很棒,特别是那个活泼的橙色。我一直在纠结选探险家型还是Milgauss,本质上它们是同一款表,但Milgauss有着非常有趣的科学渊源和外观。

Yeah. It's so cool. And the colors are great. It's got this really fun orange. I've been contemplating whether I wanna get an Explorer or a Milgauss, and, you know, it's effectively the same watch, but the Milgauss sorta has this very fun scientific origin and look to it.

Speaker 1

确实。你戴哪款都会很合适。

Right. Oh, I could totally see you rocking either one.

Speaker 0

就是很符合我的气质对吧?

It just feels me, doesn't it?

Speaker 1

没错。你绝对有探险家精神。你热爱探索,喜欢背包旅行,还拍过那张标志性的照片。

Yeah. It does. You definitely have got the explorer. You know, you love exploring, you know, backpacking. You know, you've got that great iconic picture.

Speaker 1

那张和你父亲的合影现在还挂在...

Is that still is that picture of you and your dad still up in

Speaker 0

哦对,就在我私人工作室的墙上。是的,那是我们背包旅行时拍的。

Oh, yeah. Behind me in my own studio. Yeah. Yep. That's Backpacking.

Speaker 0

冰岛。

Iceland.

Speaker 1

是的。但我觉得

Yep. But I feel like

Speaker 0

Milgauss可能更适合你。我知道。两款都是很棒的手表。

the Milgauss might be more you. I know. Both great watches.

Speaker 1

哦,两款都很棒。好的。这是第二款。然后第一款真正重要的,就是你说的Explorer,本。

Oh, both great watches. Okay. That's number two. And then the first really big one, the Explorer, Ben, like you were talking about.

Speaker 0

这款表背后的故事简直太棒了。

Which the story is so awesome for this.

Speaker 1

太棒了。据说,它是为了纪念埃德蒙·希拉里爵士和丹增·诺尔盖首次登顶珠穆朗玛峰而制作的。

So awesome. So supposedly, it is made in honor of sir Edmund Hillary and Tenzing Norgay's summit of Mount Everest, the first human summoning of Mount Everest.

Speaker 0

是1953年吧?

1953, I think?

Speaker 1

我记得是1953年。是的。

I believe it was 1953. Yes.

Speaker 0

他们当时戴的Oyster Perpetual某种程度上就是Explorer的原型。

And they wore an Oyster Perpetual up that was sort of a prototype of what the Explorer would be.

Speaker 1

没错。所有这些工具表——抱歉,专业表款。它们都是与那些亲身实践这种生活方式的人合作开发的原型。是的,为了纪念这些人类壮举。

Yep. All of these tool watches here sorry. Professional watches. All of them, they prototyped in partnership with various people who were living these lifestyles Yep. Doing these human achievements.

Speaker 1

传说埃德蒙·希拉里爵士和丹增·诺尔盖当时与劳力士合作,佩戴劳力士登顶珠峰。

Now the legend is that sir Edmund Hillary and Tenzing Norgay were working with Rolex, wearing Rolexes, summiting Everest wearing Rolexes.

Speaker 0

而这正是当今营销的核心。这就是如今围绕品牌的故事。

And that is in the marketing today. That is the lore around the brand today.

Speaker 1

重要的是,两人后来都成为了劳力士的官方代言人、品牌大使和合作伙伴。没错。所以他们将用余生告诉你他们有多爱劳力士。

And importantly, both of them become official Rolex testimonies, brand ambassadors, partners afterwards. Yep. So they will, for the rest of their lives, tell you how much they love Rolex.

Speaker 0

然而,埃德蒙·希拉里爵士并不偏爱他的劳力士。他更喜欢佩戴一款史密斯的腕表。

However, sir Edmund Hillary did not prefer his Rolex. He had a Smith's watch that he preferred to wear.

Speaker 1

我想史密斯是那次探险的官方装备商。好吧。而劳力士不是。

And I think the Smith's was the official outfitter of the expedition. Okay. And Rolex was not.

Speaker 0

所以我确实相信两款表最终都登上了峰顶。无论它们是戴在手腕上还是放在背包里,这很可能就是事实。但有趣的是,与劳力士紧密关联的正是那次珠峰登顶的传奇。他们当时确实参与了,算是有所涉足。

So I do believe both watches ended up on the summit. I think that it's likely, whether it was on wrists or in backpacks or what the deal is, but it's just funny that there's super tightly associated with Rolex is that summoning of Everest. And, like, they were interested. It was sort of there.

Speaker 1

没错。而探险家型腕表的设计初衷就是承受极端气压变化,即便登上珠峰顶峰也能精准运作。天啊,想象一下另一个计时至关重要、关乎生死的现代壮举。攀登珠峰时你必须依赖自己的腕表。

Yep. But the Explorer designed for withstanding extreme pressure changes, being able to go up to the summit of Everest and still work fine. Gosh, imagine yet another modern endeavor where timekeeping is critically important and means the difference between life and death. You need to rely on your watch when you're summoning Everest.

Speaker 0

这是款非常坚固的腕表。活动部件不多,没有复杂功能,也没有旋转表盘。

It's a really robust watch. There's not a lot of moving parts. There's not a lot of complications. There's not a spinning dial.

Speaker 1

在恶劣环境中依然清晰易读。

Easily readable in the elements.

Speaker 0

正是如此。

Exactly.

Speaker 1

没错。这就是探险家型腕表,它后来成为标志性表款,至今仍极受欢迎。然后是潜航者型,可以说它有着同样有趣的起源神话故事。

Yep. So that's the Explorer. It goes on to become iconic, extremely popular still to this day. Then there's the Submariner, an equally fun origin myth story, shall we say.

Speaker 0

如果将潜航者系列从劳力士中独立出来,潜航者本身可能更具影响力。它已自成一套完整的品牌体系。绝对如此。这就像如果把达拉斯牛仔队从NFL中分离出来——谁更重要?如果你打算购买劳力士并拥有多款,潜航者应该是首选,因为它实在太具标志性了。

If you separated Submariner from Rolex, Submariner may actually be a bigger deal. Submariner is its own whole franchise. Absolutely. Almost in the way that's like, what if you separated the Dallas cowboys from the NFL? Who's the more important like, the sub is if you're gonna get a Rolex and you're intending to have multiple, you kinda should start with the sub because it's just so iconic.

Speaker 1

你说得对。它确实自成一个世界。

You're right. It is really its own world.

Speaker 0

早在肖恩·康纳利开始扮演詹姆斯·邦德之前,这就是他的腕表,后来他在电影中也佩戴了它。

It was Sean Connery's watch even before he started playing James Bond, and then he wore it in yeah.

Speaker 1

好了好了,我们进入正题吧。

Alright. Alright. Alright. Alright. Let's get into it.

Speaker 1

潜航者系列是劳力士的专业潜水腕表。正如我们讨论过的,它并非劳力士制作的第一款潜水表,那应该是沛纳海。

So the Submariner is the Rolex dive watch, the professional diving watch. As we talked about, not the first dive watch that Rolex made. That would be the Panerai.

Speaker 0

但人们熟知的并非这点。众所周知的是,潜航者是劳力士制造的顶级潜水表,并定义了这一品类。

But that's not what you know. What you know is the Sub is a great dive watch that Rolex makes and defines the category.

Speaker 1

没错。它能防水深达100米。虽然购买者中没多少人会潜到100米深处,但性能就是如此。

Yes. Works and is waterproof down to a 100 meters in-depth. Not a lot of people who are buying these things are going down to a 100 meters, but here we go.

Speaker 0

不过必须指出,这个品类的这一点常被忽视。所谓100米深度是在无压力变化且手臂静止时的数据。拥有100米防水性能的意义在于:当你在20米深活动时,若突然挥动手臂或遭遇水下突发状况,瞬时压力可能逼近极限值——尽管你实际远未达到100米深度。

Although I must say, I think this is an overlooked thing about this category. That's a 100 meters in-depth if there were no pressure changes and you weren't whipping your hand around. It's nice to have a 100 meters of depth so that if you're going 20 meters in-depth and things happen, you might, at some given second, while you're whipping your arm around or something weird happens underwater, approach the limit even though you're actually far from a 100 meters below.

Speaker 1

正因如此,我记得劳力士后来开始将腕表测试至远高于标称深度的水平。

And to that point, I believe at some point, Rolex starts actually testing their watches to significantly greater depth than what is advertised for this reason.

Speaker 0

没错。多数表款会有10%的安全余量,但潜水表的安全余量应该达到25%。

That's correct. Most of them, I think, are a 10% extra margin of safety, but I think the dive watches are an extra 25%.

Speaker 1

没错。你肯定不想这样:哦,我有块300米防水表,下潜到300米就以为万事大吉,结果实际到了305米就出问题。

Yeah. You don't wanna be like, oh, I've got a 300 meter depth watch and, get down to 300 meters and think you're good, but actually go to three zero five.

Speaker 0

是啊。要知道100米防水表对游泳池游泳来说就很不错了,而10米防水表我总觉得不太靠谱,感觉有风险。

Yep. You know, a 100 meter waterproof watch is nice even just for going in swimming pools, and I'm not sure I would want a 10 meter waterproof watch. It feels dangerous.

Speaker 1

对。但这其实不完全是防水性能的问题。大约在1952、1953年,大众文化的焦点都集中在法国人雅克·库斯托身上——这个名字你们很多人应该耳熟。他是第一位举世闻名的海底探险家。

Yep. But it's not really about the waterproofness. So around this time, 1952, 1953, much of popular culture is focused on a Frenchman named Jacques Cousteau. Probably, rings a bell to many of you. And Jacques Cousteau was the first world famous undersea explorer.

Speaker 1

水肺潜水装备其实是他发明的。

He actually invented scuba diving.

Speaker 0

哦,有意思。

Oh, interesting.

Speaker 1

没错。他是个不折不扣的全才型天才。1953年他在地中海拍摄纪录片《寂静的世界》,后来这部片子获得了1956年奥斯卡最佳纪录片奖。全世界都通过镜头跟随雅克首次探索这片海底异世界,而他正是戴着劳力士手表完成这些壮举的。

Yep. He was a total Renaissance man genius. And in 1953, he's filming the documentary, the silent world in the Mediterranean Sea that is gonna go on to win the Oscar, the Academy Award for best documentary, I think, in 1956. But the whole world is watching these exploits, you know, discovering the depths of the ocean, this whole alien world for the first time along with Jacques. And he's doing so and going down in these machines while wearing Rolex watches.

Speaker 1

太棒了。不过有趣的是,雅克和劳力士并没有正式合作关系。实际上劳力士当时正式合作的是另一位没那么出名的海底探险家。但雅克确实是劳力士拥趸,他和团队在执行任务时都佩戴劳力士。

Great. So great. Now, interestingly, there's not an actual formal relationship between Jacques and Rolex. And, actually, Rolex was formally working with another undersea explorer who, didn't become nearly as famous. But nonetheless, Jacques was a Rolex fan, was wearing Rolexes while doing all this as was much of his crew.

Speaker 1

后来电影上映时,镜头里他们清一色都戴着劳力士。

And then when the movie comes out, they're all wearing these Rolexes.

Speaker 0

需要提醒现在的水肺潜水爱好者:如今你们都有潜水电脑表了。我记得考PADI证时,哪怕最初几次潜水用的也是潜水电脑表而非潜水腕表。但在那个年代,这确实是必备工具——虽然不能像现代潜水电脑那样精确显示深度,但能计算你的总停留时间...

And it's important to remember for people who scuba dive out there, you have a dive computer these days. I mean, even I remember when I got PADI certified, even your very first few dives, you're you're not wearing a dive watch. You're using a dive computer. At this time, this was a legitimate tool that you needed. It's not gonna tell you your depth the way that a dive computer is, but in order to know your total bottom time and

Speaker 1

就像攀登珠峰时你需要登山表一样——其实潜水时更需要潜水表,比登珠峰时还要依赖。

In the same way if you're summoning Everest, Well, even more so than if you're summoning Everest, you really need a submariner, a dive watch if you're diving.

Speaker 0

这可不只是可爱。这是完成这项极限任务的必备工具。

This isn't cute. This is an essential tool to complete this extreme task.

Speaker 1

没错。所以你看,这对这里的营销非常有利。但到了1962年,第一部

Yes. So, you know, that's great for marketing here. But then 1962, the very first

Speaker 0

《诺博士》。

Doctor. No.

Speaker 1

詹姆斯·邦德电影《诺博士》上映了。

James Bond movie, Doctor. No, comes out.

Speaker 0

正如伊恩·弗莱明的詹姆斯·邦德系列小说中所写的那样。

And as it is written in Ian Fleming's James Bond books.

Speaker 1

是的。因为伊恩·弗莱明本人就是劳力士的拥趸。自然,詹姆斯·邦德也佩戴劳力士。根据正史记载——我是在做研究时才发现的——你知道吗?至少按照伊恩·弗莱明的设定,邦德的母亲是瑞士人,父亲是英国人。某种程度上就像劳力士本身的渊源一样。

Yes. Because, of course, Ian Fleming himself was a Rolex man. Of course, James Bond wears Rolexes. Now canonically, I didn't know this till doing the research, did you know that at least according to Ian Fleming canon, James Bond's mother is Swiss and his father is British? Kind of like you might say Rolex itself is.

Speaker 0

哦,有意思。

Oh, interesting.

Speaker 1

所以肖恩·康纳利在《诺博士》中佩戴了潜航者系列。据我所知,康纳利在他所有的邦德电影中都戴这款表。而本,就像你说的,现实生活中也是个潜航者系列的忠实用户。

So Sean Connery wears a Submariner in doctor No. And then Connery, I believe, would wear subs for all of his Bond movies. And Ben, like you said, was in real life a sub guy himself.

Speaker 0

我想是的。

I think that's right.

Speaker 1

没有比这更大的...你知道,如果你想打造一个生活方式品牌,作为现代世界最早的生活方式品牌之一,没有比这更好的选择了。

There is no bigger. You know, if you're trying to build a lifestyle brand, one of the first lifestyle brands in the modern world, like, there's nothing better that you could do.

Speaker 0

这一情况从1962年持续到了1995年。

And this persisted from 1962 until 1995.

Speaker 1

没错。还配着金色表盘。

Yes. With golden eye.

Speaker 0

是的。当皮尔斯·布鲁斯南接任时,他们想重塑邦德的品牌形象,于是选择了欧米茄。

Yeah. When Pierce Brosnan came in, they wanted to refresh Bond's brand image, and they chose Omega for that one.

Speaker 1

哇哦。你们邦德系列可真是慷慨大方啊。

Oh, wow. Well, that's really charitable of you too, the Bond franchise there.

Speaker 0

不。事实如此。

No. It is.

Speaker 1

得了吧。欧米茄可是付了一大笔钱做产品植入的。

No. Come on. Omega paid them a boatload of money for product placement.

Speaker 0

他们后来确实付了,但最初并不是付费植入。

They did eventually, but initially, it was not a paid placement.

Speaker 1

真的吗?嗯哼。我几乎可以肯定95年时他们就开始竞标这些合作了。

Really? Uh-huh. I was almost certain that '95 was when they decided to bid out all the stuff.

Speaker 0

这么说吧。如果要竞标,劳力士会拒绝参与,因为他们从不做付费产品植入。

Well, let's put it this way. If it was bid out, Rolex would decline to bid because Rolex does not engage in paid product placement.

Speaker 1

我以为只有这样才能让邦德不戴劳力士。我是说,或许可以说你想围绕皮尔斯·布鲁斯南重启这个系列,而他更像欧米茄的受众而非劳力士的。

Well, that's I assumed the only way that Bond would stop wearing Rolex. I mean, I guess maybe you could make an argument that you're trying to reboot the franchise around Pierce Brosnan. Pierce Brosnan maybe is more of an Omega guy than a Rolex guy.

Speaker 0

他们用了些奇怪的宣传语,试图以更具欧洲现代风情的风格重启这个角色

There's some weird line that they used around trying to reboot him with more of a European modern flare

Speaker 1

之类的。得了吧,不可能。我才不信。他们居然真这么投标了。

or something. Come on. No way. I don't believe it. They freaking bid it out.

Speaker 1

詹姆斯·邦德怎么可能不是劳力士的忠实用户。

There's no way that James Bond is not a Rolex guy.

Speaker 0

当然,最终欧米茄向詹姆斯·邦德系列支付了巨额赞助费,以至于每五年邦德电影上映时,欧米茄销量都会激增——非常可观的增长。

And certainly, eventually, Omega is paying a boatload of money to the James Bond franchise, so much so that there's a bump in Omega sales every five years when a Bond movie comes out. A huge bump.

Speaker 1

《黄金眼》上映时宝马推出了Z3轿跑车对吧?所以《黄金眼》根本就是植入广告大本营。

Golden eye was when BMW launched the z three coupe. Right? So, yeah, Gold Eye was totally product placement central.

Speaker 0

而现在邦德电影,你知道的,整个制作预算基本全靠植入广告覆盖。

And now Bond movies are, like, you know, the whole budget's covered by product placement.

Speaker 1

这些电影存在的意义就是植入广告。

They only exist for product placement. I

Speaker 0

不确定。我在watchesofespionage.com上看到有资料显示,当时服装设计师主动联系欧米茄,免费获得了一块海马表,我记得甚至还有原话引用——1995年根本没有任何植入广告的商业动机。是我去找他们的,当然他们有兴趣,但最多就是协助我们。他们免费提供了手表。

don't know. One of the sources I found on watchesofespionage.com details apparently, the costume designer reached out to Omega and was given for free a Seamaster, and there's a I think even a quote. There was no product placement incentive in 1995 whatsoever. I went to them, and, of course, they were interested, but it was no more than helping us. They gave us watches for nothing.

Speaker 0

这后来确实演变成了'开卡车来运钱'级别的商业合作,但欧米茄粉丝会坚持最初这是自然发生的。

It definitely turned into a back up the truck boatload of money thing, but the Omega fans will insist that it was a organic thing at first.

Speaker 1

好吧,也许是这样。总之重点是1962到1995年间,如果你喜欢詹姆斯·邦德并想在生活里带点邦德元素,你就会想戴块潜航者腕表。

Okay. Maybe that's right. Anyway, the point is from 1962 until 1995, if you like James Bond and you wanted to have a little bit of James Bond in your life too, then you wanted to wear a Submariner on your wrist.

Speaker 0

没错,简直完美。詹姆斯·邦德经常潜水,他从和邦女郎一起拆除海底炸弹,到浮出水面后直接参加高级晚宴,全程都戴着同一块手表。

Yep. It's perfect. James Bond does a lot of diving, and then he goes right from, you know, diffusing the undersea bomb with the Bond girl to then popping up and going to this high class dinner afterwards. He's all wearing the same watch the entire time.

Speaker 1

完美至极,确实如此。这是潜航者系列一个有趣的小尾声。几年后的1967年,你知道海使型的故事吗?我相信这款表至今仍在劳力士产品线中。

It's perfect. It's perfect. It is. Super fun little coda on the Submariner. A few years later in 1967, do you know the story of the sea dweller, which I believe is still in the Rolex lineup to this day?

Speaker 0

是的。这就是那个超级潜水表吧?类似潜航者,但能潜得更深?

It is. Is this the one that's like the super sub? That's like a submariner, but you can go real deep?

Speaker 1

正是超级潜水表。劳力士与法国海底勘探公司Comex合作开发了这款表。当时潜航者存在氦气渗入手表的问题,是的,上浮时压力会导致手表损坏。

It's the super sub. Yes. So Rolex develops this in partnership with the French undersea exploration company, Comex. And there's this issue where helium would get trapped in the watch in the submariner Yep. And the pressure would break it as you're coming back up.

Speaker 1

于是他们研制出海使型,防水深度达600米并配有特殊排氦阀。这太夸张了——除了配发使用的Comex员工外,真正购买的人根本用不上这些功能。但这增添了浪漫色彩,你知道的,这更像是一种生活方式的选择。

And so they developed the Sea Dweller, which is waterproof down to 600 meters and has a special helium release valve. This is ridiculous. No person who is gonna buy these actually is gonna use this stuff except for Comex employees that are being issued them. But it adds to the romance. It adds to the you know, like, this is a lifestyle purchase.

Speaker 0

好吧。既然已经从潜航者讲到海使型,那必须说说深海挑战款。这是究极版本。对,没错。

Okay. If you're already taking us from Submariner to Sea Dweller, you gotta take us to deep sea challenge. This is the ultra ultra version. Yeah. Yeah.

Speaker 1

好,继续说吧。

Alright. Go for it.

Speaker 0

他们开发了这款表,厚重得根本没法戴在手腕上。但基于最初潜航者和海使型的理念,他们创造了这款叫深海型的表。

So they develop a watch. This thing is so thick. You're not putting this on your wrist. But they designed a watch, and they said, well, what if we take this idea of originally the Submariner and then the Sea Dweller, and we make this thing called the deep sea?

Speaker 1

在詹姆斯·卡梅隆之前还有更早版本对吧?

And there was an earlier version of this before James Cameron. Right?

Speaker 0

是的。卡梅隆那款应该是深海挑战型,属于特别加强版。挑战型能达到11000米,而普通深潜型只有3900米。所以深潜型适用于3900米,挑战型才能真正触及11000米海底。詹姆斯·卡梅隆乘坐载人潜水器时佩戴的正是海使型深海挑战款,我认为这些型号都算该系列。

Yeah. Well, the Cameron one, I believe, is the deep sea challenge, which is a extra extra version. And the challenge is the one that's the 11,000 meter, whereas the regular deep sea is just regular old 3,900 meters. So you get the deep sea for 3,900 meters, the deep sea challenge to really get to the bottom, the 11,000 meter. James Cameron, on a manned submersible, takes the Sea Dweller deep sea challenge, and it actually is, I think, all of those brands.

Speaker 0

他们甚至把这个子品牌和母品牌一起,随潜艇下潜到马里亚纳海沟——海洋的最深处。这东西就挂在潜艇外面,因为放里面根本没用。人类要是在外面早被水压碾碎了,但这表在海底最深处依然走时精准、完全防水。太神奇了。当然还有詹姆斯·卡梅隆的证词。

They, like, include the sub brand with the parent brand in this thing, down to the Marianas Trench to the deepest part of the ocean. And this thing is, like, clipped on to the outside of the submarine because it's useless to have it inside. Like, humans would get crushed by this pressure if they were on the outside, but the watch keeps perfect time, keeps all the water out all the way to the deepest part of the ocean. Amazing. And, of course, James Cameron testimony.

Speaker 1

没错。当然了。所以这是要潜到海底啊。非常浪漫的生活方式联想,你懂的。

Yes. Of course. Of course. So that's going down to the bottom of the sea. Very romantic lifestyle, you know, association.

Speaker 0

话说这些表名全是英文的不觉得有趣吗?所有款式都是英文命名。

By the way, isn't it interesting all these are in English? All these watches have English names.

Speaker 1

是啊。目标市场是谁?美国人呗。拜托。

Yeah. What's the market here? It's Americans. Yes. Come on.

Speaker 0

那带我们上天吧,大卫。

So take us airborne, David.

Speaker 1

好。下潜完该上天了。这就引出了格林尼治大师表。1955年,波音公司基于空军空中加油机设计,推出了707商用喷气式客机。

Yeah. So we've gone down. Now we'll go up. That brings us to the GMT master, the Greenwich Mean Time master. So in 1955, Boeing launched the seven zero seven commercial jet airliner based on a air force air to air refueling tanker design.

Speaker 1

这期节目之前我都不知道这事。

I didn't know that until this episode.

Speaker 0

我也不知道。

Neither did I.

Speaker 1

次年1956年,标志性的美国泛美航空首次用波音707执飞洲际喷气航班,民用航空喷气时代就此开启,随之而来的还有时差问题。嗯。这是个新概念。没错。要知道以前跨大陆旅行速度慢,根本不会有时差反应。

And the next year in 1956, Pan Am, the iconic American airline, begins flying intercontinental jet flights with the Boeing seven zero seven for the first time, and the jet age for the consumer is born, and along with it, jet lag. Mhmm. It's a new concept. Yep. You know, if you traveled across continents before, you didn't move fast enough that you, experienced jet lag.

Speaker 1

泛美航空担心时差影响飞行员状态。飞行员要频繁跨越大西洋或太平洋往返飞行。于是他们决定让飞行员始终按出发地时间作息。比如纽约基地的飞行员,就算刚降落在伦敦也得按纽约时间作息。

So Pan Am is worried about the effects of jet lag on its pilots. The pilots are, you know, going back and forth all the time across the Atlantic Ocean or the Pacific Ocean or whatever. And so they decide that the best thing to do is to keep the pilots operating on their home time. So let's say the pilots are based out of New York. They need to operate on New York time even if they've just landed in London.

Speaker 1

K. 他们的做法是与劳力士合作,为飞行员开发一款新型专业腕表,这款表首次能同时显示两个不同时区的时间。

K. And the way that they're gonna do that is they're gonna work with Rolex and develop a new professional watch for their pilots that can, for the first time, tell time simultaneously in two different time zones.

Speaker 0

太棒了。

Amazing.

Speaker 1

于是劳力士将滞销的Turnograph表款——记得吗,就是带旋转表圈的那款——进行改造。

So Rolex takes the failed turnograph, which isn't selling well, but has the rotating bezel, remember.

Speaker 0

关键是双向旋转表圈,因为Submariner最初可能不是,但最终变成了单向旋转,这样就不会误操作。

Bidirectional rotating bezel, importantly, because the Submariner is just one. Well, I maybe not at first, but eventually becomes just one so you don't, you know, screw up and do something you don't want to with it.

Speaker 1

没错。他们将表圈上的60分钟刻度改为24小时刻度,并在机芯上增加了第四根24小时制的指针。突然间,你就能在一个表盘上同时追踪两个时区——GMT大师表由此诞生。戴上它,你就是时间的主宰者。

Yep. And they change the markings on the bezel from sixty minutes or 60 demarcations that it was on the turnograph to twenty four hours, and then they add in a fourth hand on the movement that moves at a twenty four hour movement. And so all of a sudden, you can now, on one single watch face, keep track of two different time zones, and the GMT master is born. You are the master of time with this watch.

Speaker 0

这功能确实非常实用。每次咱俩出差收购时,我都会把Apple Watch右下角的复杂功能设成家乡时间,因为除了当前时区,能随时知道家乡时间真的很方便。

Legitimately, very, very useful. Whenever you and I travel for acquired, I set the complication in the lower right of my Apple Watch to be the home time, because it's just really nice to keep track of home time in addition to where I am right

Speaker 1

完全同意。后来他们推出了双色旋转表圈款,最著名的就是红蓝各半的'百事可乐圈'型号。

now. Totally. So that's pretty cool. And eventually, they launch two tone on the rotating bezel, the most famous of which being red on one half and blue on the other half and The Pepsi. The Pepsi model.

Speaker 1

没错,超酷的。

Yes. So cool.

Speaker 0

他们还推出了各种限量版:'雪碧圈'、'蝙蝠侠'...

They do all these great limited editions. The Sprite. The Batman,

Speaker 1

灰黑配色款。

gray and black.

Speaker 0

太棒了。这里的社区为各种不同的配色方案起了可爱的昵称。

It's great. The community comes up with little nicknames for all the different color schemes that they do here.

Speaker 1

超级、超级有趣。这是关于航空旅行的。但当然,上世纪六七十年代空中浪漫的巅峰不是航空旅行,而是太空旅行。

Super, super fun. Now this is for air travel and jet travel. But, of course, the pinnacle of nineteen sixties and nineteen seventies romance up in the air is not air travel, but space travel.

Speaker 0

没错。哦,是的。

Yep. Oh, yes.

Speaker 1

这就把我们带到了阿波罗任务。NASA的标准配备是欧米茄超霸表。

Which brings us to the Apollo missions. For which standard issue from NASA is the Omega Speedmaster.

Speaker 0

是的。这再次证明了我的观点:在四十年代、五十年代、六十年代,欧米茄是那个大品牌。劳力士当时的目标就是要超越欧米茄,因为欧米茄更大。没错。

Yeah. Which, again, I will say bolsters my case that in this forties, fifties, sixties, Omega was the big brand. Like, Rolex had a target in mind to beat, and that target was Omega who was bigger. Yep.

Speaker 1

但尽管欧米茄是阿波罗任务的标准配备,并非所有宇航员都选择佩戴标准表。如果你去劳力士总部,会看到一张阿波罗13号任务签名的珍贵照片——就是汤姆·汉克斯演的那部电影——由宇航员杰克·斯威格特(电影中由凯文·贝肯饰演的角色)签名,赠予我的老朋友蕾妮·杰内尔(当时据信是劳力士公关总监),题词是'感谢你让我永远准时'。所以杰克,可能还有其他一些宇航员,更喜欢GMT大师系列。哦对了,阿波罗任务期间他们戴的就是GMT大师。

But even though Omega was standard issue on the Apollo missions, not all of the Apollo astronauts chose to wear their standard issue watches. So if you go to Rolex headquarters, there is an incredible signed picture from Apollo thirteen. You know, the Apollo thirteen mission, the Tom Hanks movie, signed by astronaut Jack Swiger, a character who's played by Kevin Bacon in the movie, to my longtime friend, Renee Genere, who I believe was Rolex head of communications at the time, who enabled me to always be on time. So Jack, and I think maybe some of the other astronauts too, preferred GMT masters and Oh. Were their GMT masters during the Apollo missions.

Speaker 0

有意思。确实。就像你说的,欧米茄超霸著名的'月球表'身份,某种程度上是劳力士'人类巅峰成就者之表'战略的一大瑕疵。但这也是他们巧妙分一杯羹的好方法。

Interesting. Yeah. Because like you said, the, Omega Speedmaster famously is the moon watch. In many ways, it's the big blemish in Rolex's whole strategy of being the brand for people who accomplish the greatest heights in human history. But this is a great little way to slide in and take a little slice of that history too.

Speaker 0

没错。而且是宇航员自主选择的,就像肖恩·康纳利那样。

Yep. And by choice, by the astronaut's choice, like Sean Connery.

Speaker 1

哦,还有比这更妙的吗?是的,'我才不戴这种次品'。虽然这可能是劳力士版本的历史——据说NASA最初联系的是劳力士,因为他们知道试飞员偏爱GMT大师,但劳力士纽约采购办公室的失误导致最终选了欧米茄。

Oh, what could be better? Yes. Not gonna wear this inferior product. Now I'm sure this is, Rolex's version of history, but supposedly, NASA reached out to Rolex first because they knew that test pilots preferred GMT Masters, but there was a mix up in Rolex's New York purchasing office that led to this mishap of Omega being selected instead.

Speaker 0

在欧米茄工作的朋友请联系我们,告诉我们真实版本。反正劳力士不会有人来电,至少让我们听听欧米茄的说法。

You work at Omega, please contact us and tell us what is the real version of this story. Because we know no one at Rolex is gonna call, so let's hear at least Ovega's side of this.

Speaker 1

是的。好吧。无论如何,你看,这一切都在构建如此多的传奇、传说、浪漫,以及这里终极的生活方式品牌。正如我之前所说,这确实是安德烈·海宁格的架构之作。我们谈到了与智威汤逊的合作关系,但我还提到了马克·麦考梅克和IMG。

Yes. Okay. So whatever the case, you know, this is all just building so much legend and lore and romance and, you know, the ultimate lifestyle brand here. And like I said earlier, this really is the architecting of Andre Heininger. And we talked about the Jay Walter Thompson relationship, but I had mentioned Mark McCormick and IMG.

Speaker 1

从六十年代中期与IMG合作开始,他们真正加速并正式确立了这种见证品牌大使的伙伴关系。

And starting here in the mid sixties with IMG is when they really turbocharged and formalized this testimony brand ambassador partnership relationship.

Speaker 0

他们在这里采取双管齐下的策略。这些专业腕表正在推出,但他们也提升了正装表系列。

And they are doing two pronged here. These professional watches are happening, but they've also advanced their sort of dress line.

Speaker 1

是的。他们推出了Day Date。

Yes. They've come out with the Day Date.

Speaker 0

是的。绰号‘总统表’的那款。

Yes. The president, as it's nicknamed.

Speaker 1

总统表。讽刺的是,第一位佩戴劳力士的总统戴的是Datejust,而非Day Date。

The president. It was so ironic that the first president to wear a Rolex wore a Datejust, not a day date.

Speaker 0

没错。但后来的总统们都戴Day Date。

Right. But future presidents wore day dates.

Speaker 1

是的。不过话说回来,IMG是第一个现代名人代言经纪公司,马克·麦考梅克在1960年创立它时极具远见。他促成了大量名人代言,与劳力士合作,签下了高尔夫界的‘三巨头’——阿诺德·帕尔默、加里·普莱尔,然后是杰克·尼克劳斯。我相信他们整个职业生涯,甚至一生都是劳力士的代言人。

Yes. But, anyway, you know, back to IMG, IMG was the first modern talent celebrity endorsement agency and really visionary of Mark McCormick to have found it in 1960. So he brokered tons of celebrity endorsements, and he works with Rolex, and they sign the big three, quote, unquote, in the golf world. First, Arnold Palmer, then Gary Player, and then Jack Nicklaus. And for their whole careers, I believe probably their whole lives, they are Rolex men.

Speaker 0

对。这实际上为从费德勒到泰格·伍兹之后的所有人提供了蓝图。

Yep. And that is effectively the blueprint for everyone from Federer to Tiger Woods forward.

Speaker 1

没错。比如高尔夫界,往前看有泰格·伍兹、安妮卡·索伦斯坦,现在有斯科蒂·舍夫勒、乔丹·斯皮思、贾斯汀·托马斯、布鲁克·亨德森、高宝璟。虽然不是所有人,但顶尖选手中很大比例都是劳力士的代言人。

Yeah. So Justin Golf, you know, if you go forward, Tiger Woods, Annika Sorenstam, today, Scottie Scheffler, Jordan Spieth, Justin Thomas, Brooke Henderson, Lydia Ko. You know, not everybody, but at least a large share of the best players are Rolex players.

Speaker 0

嗯,这很有趣,因为当你这样列举出来时,确实听起来像是一个庞大的群体,但我认为他们的策略并不多。策略只追求最顶尖的。

Well, it's interesting because when you list them off like that, yeah, it sounds like a large group, but I think their strategy is not a lot. The strategy is only the best.

Speaker 1

是的。占据最顶尖选手的很大份额。

Yes. A large share of the very best players.

Speaker 0

这不仅适用于个人运动员,也适用于他们赞助的赛事。我是说,我和霍丁克的Ben Climber聊过,他指出他们不只赞助PGA巡回赛,还赞助大师赛。除此之外他们不会过多涉足,网球方面也类似。比如,他们会赞助温网。

And that goes for individual athletes, but it also goes for which events they sponsor. I mean, I was talking to Ben Climber at Hodinke, and he pointed out that they don't just sponsor PGA Tour. They sponsor the masters. They're not gonna really mess around much beyond that, similar to tennis. Like, yeah, we'll do Wimbledon.

Speaker 1

现在他们赞助全部四大满贯赛事了。

Well, and now they do all four grand slams.

Speaker 0

啊,好吧。

Ah, okay.

Speaker 1

所以可以说,尤其在费德勒退役后,网球比高尔夫更能代表劳力士的形象。他们与世界上许多顶级选手合作,但费德勒确实带来了变革性的影响。

So, yeah, arguably, tennis, you know, especially post Federer, is even more iconic Rolex than golf is. They partner with many of the top top players in the world, but Federer really was transformational.

Speaker 0

是的。我认为你说得对。

Yeah. Think I that's right.

Speaker 1

我是说,虽然费德勒与劳力士的关系可能不及迈克尔·乔丹与耐克那样紧密,但也属于顶尖运动员合作的第二梯队。而且劳力士在高尔夫和网球领域有几点特别有趣之处:一是这些运动的整体品牌形象与瑞士奢侈手表非常契合;二是早在三十年代威尔斯多夫和汉斯执掌劳力士时期,证明手表能在打高尔夫或网球时保持精准走时就是个关键营销点——毕竟击球时手腕会不断受到冲击。

I mean, I don't think the Federer Rolex relationship is quite like a Michael Jordan Nike relationship, but it's in that next tier of great athlete partnerships. And there's a couple really interesting things about golf and tennis specifically for Rolex. One, just the overall brands of the sport, you know, mesh very well with Swiss luxury watch companies. But, also, even going all the way back to the thirties and the Willsdorf days, the Hans days of Rolex, proving that you could keep accurate time while playing golf or tennis was, like, a really key marketing message because you've got the shocks impacting the wrist of hitting the balls all the time.

Speaker 0

想想那游丝,想想那精密摆轮轻盈悬浮、来回摆动的样子。那些震动,我真不明白它如何能持续精准运作。

Think about that hairspring. Think about that delicate balance wheel floating there carefully, ticking back and forth, hovering. The vibrations, I don't really understand how it keeps working perfectly.

Speaker 1

没错。而且这类运动的顶尖选手职业生涯往往比其他运动长久得多。想想费德勒的职业生涯,想想阿诺德·帕尔默或杰克·尼克劳斯的职业生涯。

Yep. Totally. It's also the type of sport where you can be an elite top of the world player for a very, very long time as opposed to other sports. I mean, think about Federer's career. Think about Arnold Palmer's career or Jack Nicholas.

Speaker 1

你知道吗?这些人曾数十年屹立于人类成就之巅,占据着统治地位。

You know? These people had multiple decades of dominance of being at the pinnacle of human achievement.

Speaker 0

没错,正是如此。

Yep. That's right.

Speaker 1

那么这就总结完了标志性的工具型运动专业

So that wraps up the iconic tool sport professional

Speaker 0

手表 不。

watches No.

Speaker 1

不是。劳力士。

Doesn't. Rolex.

Speaker 0

我 我 我不

I I I don't

Speaker 1

你 这里有

you there's

Speaker 0

有件事你还没说。

there's a thing you haven't said.

Speaker 1

除了现在我们俩手腕上戴的这款。迪通拿确实开创了一个市场 是的。一个独属于它的市场。

Except for the model that both of us are wearing on our wrists right now. The Daytona really created a market Yeah. In and of its own.

Speaker 0

没错。而且彻底改变了整个机械表市场的格局。

Yeah. And completely changed the mechanical watch market period.

Speaker 1

是的。代托纳,完全是由于历史的偶然,我们马上就会看到

Yes. The Daytona, through a complete accident of history, as we shall see in a minute here

Speaker 0

创造了一个现象。

Created a phenomenon.

Speaker 1

创造了现代手表收藏市场。

Created the modern watch collector market.

Speaker 0

没错。

Yes.

Speaker 1

而今天所有疯狂的价格、拍卖和狂热现象,我认为可以说都是因为代托纳。

And all of the crazy prices and auctions and insanity that occurs today, I think you can say really is all because of the Daytona.

Speaker 0

这是其中一个因素,大卫。我不想让你夸大其词。我还有很多...

It's one component of it, David. I don't want you to oversell. I've got

Speaker 1

好吧。至少从劳力士的角度来说

a lot. Okay. At least from the Rolex side of

Speaker 0

是这样。

things.

Speaker 1

是的。代托纳创造了这一切。

Yes. The Daytona is what created all of it.

Speaker 0

现在是个好时机感谢我们节目的好朋友ServiceNow。我们曾向听众讲述过ServiceNow惊人的创业故事,以及他们如何成为过去十年表现最佳的公司之一。但有些听众询问ServiceNow具体是做什么的。今天,我们就来回答这个问题。

Now is a great time to thank good friend of the show, ServiceNow. We have talked to listeners about ServiceNow's amazing origin story and how they've been one of the best performing companies the last decade. But we've gotten some questions from listeners about what ServiceNow actually does. So today, we are gonna answer that question.

Speaker 1

首先,近期媒体频繁引用的一句话是,ServiceNow被称作企业级AI操作系统。但更具体地说,ServiceNow创立于22年前,最初仅专注于自动化。他们将实体文书工作转化为软件流程,最初服务于企业内部的IT部门。仅此而已。随着时间的推移,他们在这个平台上不断扩展,处理更强大、更复杂的任务。

Well, to start, a phrase that has been used often here recently in the press is that ServiceNow is the, quote, unquote, AI operating system for the enterprise. But to make that more concrete, ServiceNow started twenty two years ago focused simply on automation. They turned physical paperwork into software workflows initially for the IT department within enterprises. That was it. And over time, they built on this platform going to more powerful and complex tasks.

Speaker 1

他们的服务范围从IT扩展到其他部门,如人力资源、财务、客户服务、现场运营等。在过去二十年的发展过程中,ServiceNow已经完成了连接企业各个角落、实现自动化所需的繁琐基础工作。

They were expanding from serving just IT to other departments like HR, finance, customer service, field operations, and more. And in the process over the last two decades, ServiceNow has laid all the tedious groundwork necessary to connect every corner of the enterprise and enable automation to happen.

Speaker 0

因此,当AI技术兴起时,从定义上来说,AI本身就是高度复杂的任务自动化。而谁已经构建了平台和与企业的连接网络,以实现这种自动化?正是ServiceNow。所以回答‘ServiceNow如今做什么’这个问题时,他们所说的‘连接并赋能每个部门’绝非虚言。

So when AI arrived well, AI kinda just by definition is massively sophisticated task automation. And who had already built the platform and the connective tissue with enterprises to enable that automation? ServiceNow. So to answer the question, what does ServiceNow do today? We mean it when they say they connect and power every department.

Speaker 0

IT和人力资源部门用它来管理全公司的人员、设备和软件许可。客户服务部门使用ServiceNow检测支付失败并路由到内部正确的团队或流程解决问题。供应链组织则用它进行产能规划,整合其他部门的数据和计划,确保所有人步调一致。不再需要在不同应用间反复切换、多次输入相同数据。最近,ServiceNow还推出了AI代理,任何岗位的员工都能创建AI代理处理繁琐事务,让人力专注于更高层次的工作。

IT and HR use it to manage people, devices, software licenses across the company. Customer service uses ServiceNow for things like detecting payment failures and routing to the right team or process internally to solve it. Or the supply chain org uses it for capacity planning, integrating with data and plans from other departments to ensure that everybody's on the same page. No more swivel chairing between apps to enter the same data multiple times in different places. And just recently, ServiceNow launched AI agents so that anyone working in any job can spin up an AI agent to handle the tedious stuff, freeing up humans for bigger picture work.

Speaker 1

ServiceNow去年入选《财富》全球最受赞赏公司榜单和《快公司》最佳创新者工作场所,正是源于这一愿景。若您希望在企业各个领域利用ServiceNow的规模与速度优势,请访问servicenow.com/acquired,只需告知是Ben和David推荐即可。

ServiceNow was named to Fortune's world's most admired companies list last year and Fast Company's best workplace for innovators last year, and it's because of this vision. If you wanna take advantage of the scale and speed of ServiceNow in every corner of your business, go to servicenow.com/acquired, and just tell them that Ben and David sent you.

Speaker 0

感谢ServiceNow。好了,David,说说劳力士迪通拿吧。

Thanks, ServiceNow. Okay. So, David, the Rolex Daytona.

Speaker 1

哦,没错。这个瞬间风靡全球的表款——或者说并非如此。迪通拿与劳力士其他表款不同,它是计时码表,或者按他们的说法叫‘宇宙计型’。

Oh, yes. The instant worldwide sensation or not. So the Daytona, unlike all of Rolex's other watches, is a chronograph or as they call it a cosmograph.

Speaker 0

是的。毕竟,这可是劳力士。

Yes. Because, again, this is Rolex.

Speaker 1

我们不能用行业标准术语。那么什么是计时码表?这个华丽术语其实就是指秒表。

We can't use industry standard terms. So what is a chronograph? A chronograph is a very fancy term for a stopwatch.

Speaker 0

无论你认为普通机械表有多复杂,现在想象一下迪通拿这样的表款:主表盘上有完整的秒针计时秒数,另一个小表盘计分钟,还有一个计小时,所有这些功能都叠加在常规手表功能之上。

However complicated you thought a regular mechanical watch was, now add in something like the Daytona where you also have a full seconds hand on the main dial that counts seconds and then another dial to count minutes, and then another dial to count hours, all in addition to the regular watch function.

Speaker 1

没错。迪通拿的表盘上有四个小表盘,简直不可思议。如今看来,劳力士其实制造计时码表已有很长历史。这是他们在二战前、安德烈·海尼格时代之前、甚至早于任何人考虑这类产品时,推出的首款工具腕表。

Yes. There are four dials on the watch face of the Daytona. Incredible. Now it turns out Rolex has actually made a chronograph for a very long time. This was the first tool watch that they introduced way back before World War two, before Andre Heininger, before anybody was thinking about this stuff.

Speaker 0

大体上它长这样,但当时并未引发狂热追捧。

And in large part, it looked like this, but there was no craze around it.

Speaker 1

是的。1962年,劳力士成为佛罗里达州戴通纳海滩上当时相对较新的戴通纳国际赛道的官方计时器。为纪念这一重要时刻,次年1963年,劳力士正式将他们已制作约三十年的计时码表命名为'迪通拿'。

Yes. So in 1962, Rolex becomes the official timekeeper of the then relatively new Daytona International Speedway in Daytona Beach, Florida. And to commemorate this great moment, the next year in 1963, Rolex officially starts calling their chronographs, which, again, they've been making for, like, three decades at this point, Daytonas.

Speaker 0

他们考虑过勒芒,因为与法国勒芒赛事也有密切合作。但对劳力士品牌而言,名称需具国际吸引力,且不能有美国人发不出的静音字母。还有什么比'迪通拿'更合适?我能看懂这个词,也能准确发音。

They thought about Le Mans because they were also very closely involved with Le Mans, the race in France. But to the name Rolex, this has to have international appeal and can't have silent letters that Americans can't pronounce. What's better than Daytona? I can look at the word. I can say it out loud.

Speaker 1

正如我们一直讨论的,二战后的美国市场才是重点。1962年还有什么比戴通纳赛道、飞驰赛车、电影明星更能代表美国魅力?

And, again, like we've been talking about, the market is America post World War two. What could be more American glamour in 1962 than Daytona, Speedway, Fast Cars, Movie Star

Speaker 0

24小时耐力赛?没错。

Twenty four hour race? Yeah.

Speaker 1

24小时耐力赛,完美契合。几年后,当时真正的顶级男演员保罗·纽曼主演了1969年赛车题材电影《获胜》。拍完这部电影后,你猜怎么着?他真把赛车发展成了业余爱好。

Twenty four hour race. It's perfect. And then a couple years later, one of the true leading man actors of the day, Paul Newman, stars in a 1969 film called Winning about being a race car driver. And after he stars in the movie, well, guess what? He develops a hobby of becoming an actual race car driver.

Speaker 1

他同样著名的妻子——女演员乔安妮·伍德沃德,送了他一块专属的劳力士迪通拿用于赛车活动,表背刻着永恒铭文:'小心驾驶——我'。签名为'我'。看,我们又在谈论浪漫、生活方式、标志性品牌的塑造过程。

And his equally famous wife, the actress Joanne Woodward, gifts him with a Rolex Daytona of his very own for his racing activities with the immortal inscription on the back, drive carefully dash me. You know, signed me. Yeah. Again, we've been talking romance, lifestyle, development Iconic. The the brand.

Speaker 1

没错,这就是标志性。没有比这更经典的了,堪称完美。

Yeah. It's iconic. You can't get any more iconic than that. It's perfect. Yes.

Speaker 1

你完全能理解这为何会在市场引发疯狂热潮。

You can totally see how this would set off an absolute insane craze in the market.

Speaker 0

除了你说的这一点,它并不会立刻见效。

Except to your point, it doesn't right away.

Speaker 1

但它确实没有。劳力士历史上有太多这样的时刻,真的,在我们讲述的所有故事中,公司竭尽全力让一切完美配合,却未能如愿。然而几年后一只蝴蝶扇动翅膀,突然间,

Except it doesn't. There's so many of these moments in Rolex history, really, in all the stories we tell where the company does everything in their power to align the stars perfectly, and it doesn't work. But then a butterfly flaps its wings several years later, and all of a sudden,

Speaker 0

事情就成了。比如在意大利?

it does. Say in Italy?

Speaker 1

1969年保罗·纽曼主演了这部电影。大概在那之后一年左右,乔安妮送了他这块表。此时的保罗·纽曼已是标志性人物,全球各地都有他的照片,他是引领潮流的风向标。

So 1969 is when Paul Newman stars in this movie. It's sometime, you know, in the next year or so after that when Joanne gives him this watch. Paul Newman absolutely is iconic at this point in time. He's being photographed all over the world. He's a leading style figure.

Speaker 1

他登上各类杂志,而这就是他的表。他戴着这块表,一戴就是十年十五年左右。直到1984年的某天——这中间经历了漫长的岁月,发生了许多故事,我们稍后会再提到——1984年某日,他女儿内尔带男友回家。

He's in magazines, and this is his watch. He's wearing this watch. And he wears it for about ten, fifteen years or so. And then one day in 1984, so long, long, long time later, lots of history passes, which we will come back to. And one day in 1984, his daughter Nell has her boyfriend over.

Speaker 1

保罗问女儿的男友知不知道时间,对方回答:'我不知道,我没戴表。'保罗一时兴起说:'给,拿去吧,走时很准的。'就这样把保罗·纽曼迪通拿送给了女儿的男友。

And Paul asks the daughter's boyfriend, does he know what time it is? And the boyfriend replies, I don't know. I don't have a watch. And Paul, on a whim, says, here, take this one. It keeps good time, and gives the boyfriend the watch, the Paul Newman Daytona.

Speaker 0

这故事我还真不知道。

I actually didn't know this story.

Speaker 1

对天发誓这是真事。

Swear to god this is true.

Speaker 0

这块表拍卖出了史上最高价。

This watch sold at auction for the most money ever.

Speaker 1

史上最高。我记得是1750万美元。

Ever. I think it was 17 and a half million.

Speaker 0

给,拿这块吧。它走时很准。

Here. Take this one. It keeps good time.

Speaker 1

当时迪通拿的市场——如果这种二级市场存在的话——这种表也就值200美元。所以你看,嘿,我喜欢那男朋友。没问题,拿块表去吧。

And at the time, the market such as it existed for Daytonas, the secondary market for Daytonas, it was like a $200 watch. So, you know, hey. I like the boyfriend. Sure. Have a watch.

Speaker 1

我戴腻了。老兄,真羡慕那个男朋友。因为短短两年后的1986年,不知为何——至今原因成谜——意大利一群经销商开始疯狂收购保罗·纽曼版迪通拿同期生产的款式。

I'm done with it. Man, to have been the boyfriend. Because two short years later in 1986, for whatever reason, it is unknown, A bunch of dealers in Italy starts snatching up versions of the Daytona from the era when Paul Newman's Daytona was made.

Speaker 0

必须说明的是,意大利有着深厚的腕表文化。当时欧洲多个地区都是如此,而美国实际上并没有这种文化。品牌想打开美国市场,那里新兴财富阶层想彰显成功,但美国始终未能形成意大利那种兼具收藏文化与时尚文化的腕表氛围。

And it's important to say here, in Italy, there is a real watch culture. This is true in various parts of Europe at this point in time in a way that in America, there's actually not watch culture. They wanna market to Americans. There's all this rising wealth, and people wanna celebrate their successes and all that, and they're trying. But America doesn't have a watch culture the way that Italy had both a collecting culture and a style culture.

Speaker 1

所以意大利才有二级表商。没错。有传言说八十年代初,保罗·纽曼曾戴着这块表登上意大利时尚杂志封面——显然是在送男友之前拍的。或许这就是意大利人觉得这表很酷的原因。但没人能证实,也从没人找到过那期杂志。

Which is why there are secondary market dealers in Italy. Yep. So one rumor is that around this time in the early eighties, Paul Newman had been on the cover of an Italian style magazine wearing the watch, obviously taken before he gave it to the boyfriend. And maybe that was the reason that people in Italy decided this is a cool watch. Nobody really knows, and nobody has ever been able to locate that magazine cover.

Speaker 1

所以

So

Speaker 0

谁知道呢?

who knows?

Speaker 1

总之不管什么原因,蝴蝶扇动了翅膀,意大利人觉得这表很酷。于是经销商开始收购所谓的'保罗·纽曼款'迪通拿——这是劳力士六十年代末七十年代初生产过几年的特定款式,表盘带着装饰艺术风格。

Well, for whatever reason, a butterfly flapped its wings, and Italians thought that the watch was cool. So the dealers start buying up the, quote, unquote, Paul Newman style Daytonas, which is a specific style was made for a couple years by Rolex in the late sixties, early seventies, and it had, like, a art deco style face to it.

Speaker 0

对,还有非常独特的配色方案,边缘处带有红色元素。

Yeah. And a a very particular color scheme that sort of featured red around the edges as well.

Speaker 1

没错。分钟秒刻度圈是红色的,字体也极具特色。

Yes. Red around the edges, around the track where the minutes and seconds are kept, but also very specific font.

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