Lenny's Podcast: Product | Career | Growth - 人工智能对人类生存至关重要:思科总裁谈AI革命 | 吉图·帕特尔 封面

人工智能对人类生存至关重要:思科总裁谈AI革命 | 吉图·帕特尔

AI is critical for humanity’s survival: Cisco president on the AI revolution | Jeetu Patel

本集简介

Jeetu Patel现任思科总裁兼首席产品官,领导一支3万人的团队,在当下大规模AI基础设施建设中扮演核心角色。此前,他曾在Box担任五年CPO,并经营自己的初创公司长达17年。近期他筹办了一场AI峰会,汇聚了Jensen Huang、Sam Altman、Marc Andreessen和李飞飞等业界领袖。 我们探讨了: 1. 思科如何让9万名员工全面转向AI优先战略 2. 他构建伟大企业的六维框架:时机、市场、团队、产品、品牌、渠道 3. 为何坦言没有AI就无法胜任当前工作 4. "制胜权"战略框架 5. 防止组织内"信息丢包"的沟通方法论 6. 为何颠覆"公开表扬、私下批评"原则而反其道行之 7. 母亲传授的重要沟通课 —— 本期节目由以下品牌赞助: Sentry—代码崩溃时更快修复:https://sentry.io/lenny Framer—更快打造优质网站:https://framer.com/lenny Samsara—用AI拯救生命,专为实体运营设计:https://samsara.com/lenny —— 完整文字稿:https://www.lennysnewsletter.com/p/ai-is-critical-for-humanitys-survival —— Lenny播客全文字稿存档:https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0 —— 关注Jeetu Patel: • X:https://x.com/jpatel41 • LinkedIn:https://www.linkedin.com/in/jeetupatel • 官网:https://blogs.cisco.com/author/jeetupatel —— 关注Lenny: • 电子报:https://www.lennysnewsletter.com • X:https://twitter.com/lennysan • LinkedIn:https://www.linkedin.com/in/lennyrachitsky/ —— 本期内容时间轴: (00:00) 开场介绍 (04:15) 思科AI峰会洞见 (08:45) 转型为AI优先企业 (15:33) 思科在AI基础设施层的实际布局 (19:09) AI未来展望 (24:36) AI时代的育儿经 (29:46) "入场许可"框架 (36:50) 杰出CEO的管理智慧 (42:02) 规模化领导力 (50:54) 为何颠覆传统表扬/批评原则 (57:45) 与善者为伍 (58:35) 从失去中领悟 (01:03:21) 职业建议:平台、渴望与准备 (01:10:21) 构建伟大企业的六维框架 (01:19:05) 快问快答与终场思考 —— 相关资源与内容提及:https://www.lennysnewsletter.com/p/ai-is-critical-for-humanitys-survival —— 节目制作与营销由https://penname.co/负责。赞助合作请联系podcast@lennyrachitsky.com Lenny可能对讨论企业持有投资。更多内容请访问www.lennysnewsletter.com

双语字幕

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人类的生存依赖于成功的AI。

Survival of humanity depends on a successful AI.

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出生率正在下降。

Birth rates are going down.

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如果你有60%的人口处于无人能充分照顾他们的状态,这可能会导致大量的人类苦难。

If you have 60% of your population where you don't have enough people to take care of them, that could cause a lot of human suffering.

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当我获得这份新工作时,如果没有AI,我根本不可能胜任,因为我对我们在的这么多领域一无所知。

When I got this new job, there's zero chance I would have been able to do it if AI wasn't there because I didn't know anything about so many domains that we were in.

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许多公司正在努力适应这个新世界。

A lot of companies are trying to adjust to this new world.

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你必须分清宏观趋势和炒作周期的区别。

You have to know the difference between a megatrend and hype cycle.

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当存在宏观趋势时,不要与之对抗。

When there's a megatrend, don't fight it.

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AI是一种宏观趋势,是我们人类历史上最基础的变革之一。

AI is a megatrend, one of the most foundational movements that we have seen in human history.

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要把思科从一家老旧、缓慢、更传统的企业转型为一家高度面向AI的公司,这非常困难。

To turn Cisco from an older, slower, more traditional enterprise to a very AI forward company, this is very difficult to do.

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AI的发展速度太快了。

AI is moving so fast.

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我经常告诉我的团队:想象六个月后的世界,为那个世界做好准备。

One of the things I tell my team is fast forward six months from now, get prepared for that world.

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你管理着三万名员工。

You manage 30,000 people.

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你读过的每一本管理书籍都会告诉你:公开表扬,私下批评。

Every management book that you read will tell you praise in public, criticize in private.

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我从根本上不同意这种观点。

I fundamentally disagree with that notion.

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你必须在团队中建立足够的信任,这样你才能在公开场合坦率地提出批评和展开辩论。

What you have to do is establish enough trust among the team so that you are comfortable critiquing and debating in public.

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在接手这个职位之前,你希望早点知道什么?

What's something that you wish you'd known before taking on this role?

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耐力胜过智力。

Stamina trumps intellect.

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拥有聪明的人非常重要,但如果你有好奇心、渴望、毅力和坚持,你也可以变得聪明。

It's very important to have smart people, but you can become smart if you have curiosity and hunger and staying power and persistence.

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你无法教会一个人渴望。

You can't teach hunger.

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今天,我的嘉宾是思科的首席产品官兼总裁盖图·帕特尔。

Today, my guest is Geetu Patel, chief product officer and president at Cisco.

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当人们想到人工智能时,通常不会立刻联想到思科这个品牌,但思科不仅是当前全球人工智能基础设施建设的重要参与者,而且G2在思科内部实现的文化和工作方式向AI优先转型的成就,是大多数大公司领导者只能梦想的。

Cisco is not a brand that mostly people think about when they think about AI, but not only are they a massive part of the AI infrastructure build out that is happening right now all over the world, what G2 has achieved internally at Cisco in terms of transforming their culture and ways of working to be AI first is something that most big company leaders only dream about.

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G2也是一个充满温暖与智慧的非凡人物。

G two is also an incredible human with so much warmth and wisdom to share.

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我非常期待分享他的故事。

I am very excited to be sharing his story.

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别忘了访问lennysproductpass.com,那里为Lenny的通讯订阅者提供了独家优惠。

Don't forget to check out lennysproductpass.com for an incredible set of deals available exclusively to Lenny's newsletter subscribers.

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在短暂地感谢我们的赞助商之后,我们正式开始。

Let's get into it after a short word from our wonderful sponsors.

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应用程序会以各种方式出问题。

Applications break in all kinds of ways.

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崩溃、变慢、回退,以及只有真实用户使用后才会出现的问题。

Crashes, slowdowns, regressions, and the stuff that you only see once real users show up.

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Sentry 能捕捉到所有这些问题。

Sentry catches it all.

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在一个统一的视图中,查看问题发生的时间、地点和原因,甚至追溯到引入错误的提交、负责发布代码的开发者以及具体的代码行。

See what happened, where, and why, down to the commit that introduced the error, the developer who shipped it, and the exact line of code all in one connected view.

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我确实试过用五个标签页加 Slack 线程的方式来调试。

I've definitely tried the five tabs and Slack thread approach to debugging.

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这种方式更好。

This is better.

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Sentry 会向你展示请求的流转过程、哪些代码被执行了、哪些环节变慢了,以及用户实际看到了什么。

Sentry shows you how the request moved, what ran, what slowed down, and what users saw.

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SEER,Sentry 的 AI 调试代理,将在此基础上继续推进。

SEER, Sentry's AI debugging agent, takes it from there.

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它利用所有这些 Sentry 上下文信息,告诉你根本原因、提出修复建议,甚至为你自动生成拉取请求。

It uses all of that Sentry context to tell you the root cause, suggest a fix, and even opens a PR for you.

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它还会审查你的拉取请求,并标记任何破坏性变更,同时提供现成的修复方案。

It also reviews your PRs and flags any breaking changes with fixes ready to go.

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前往 sentry.io/lenny 免费试用 Sentry 和 SEER,并使用代码 Lenny 获得 100 美元的 Sentry 信用额度。

Try Sentry and SEER for free at sentry.io/lenny, and use code Lenny for 100 in Sentry credits.

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那就是 sentry.io/lenny。

That's sentry.io/lenny.

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你的营销网站决定了品牌的基调,是每一位客户都会接触到的唯一入口。

Your marketing website sets the tone for your brand and is the one touch point that every single one of your customers sees.

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在当今时代,如果你仍然难以对网站进行小改动或简单更新,那你一定哪里做错了。

In today's age, if you're still having a hard time making small changes and simple updates to it, you're doing something wrong.

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这就是为什么从初创公司到财富五百强企业,包括 DoorDash、Zapier、Proplexity 和 Eleven Labs 等公司,都转向了 Framer——这个将你的官网从形式主义转变为增长工具的网站构建平台。

That is why so many companies from early stage startups to Fortune five hundreds, including companies like DoorDash, Zapier, Proplexity, and Eleven Labs turned to Framer, the website builder that turns your.com from a formality into a tool for growth.

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Framer 的工作方式就像你团队最喜爱的设计工具,支持实时协作,并内置强大的 CMS,涵盖所有必要的 SEO 功能,以及包含集成 A/B 测试的高级分析。

Framework works like your team's favorite design tool and comes with real time collaboration, a robust CMS with everything you need for great SEO, and advanced analytics that includes integrated AB testing.

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对 Framer 网站的任何更改,只需点击一次,几秒钟内即可在线发布,无需工程团队协助。

Changes to your Framer site go live to the web in seconds with a single click and without any help from engineering.

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无论你是想上线一个新网站、测试几个着陆页,还是迁移整个网站,Framer 都为初创公司、成长型企业和大型企业提供了相应方案,让从想法到上线的过程尽可能简单快捷。

Whether you wanna launch a new site, test a few landing pages, or migrateyourfull.com, Framer has programs for startups, scale ups, and large enterprises to make going from idea to live site as easy and fast as possible.

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了解如何将你的网站转变为增长引擎,或立即免费开始构建,访问 framer.com/lenny。

Learn how to turn your website into a growth engine from a Framer expert, or just get started building for free today at framer.com/lenny.

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如果你是 Lenny 的产品通行证订阅者,你将免费获得一整年的 Framer Pro 服务。

And if you're a Lenny's product pass subscriber, you get an entire year of Framer Pro for free.

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了解更多,请访问 framer.com/lenny。

Check it out at framer.com/lenny.

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规则和限制可能适用。

Rules and restrictions may apply.

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G 二,非常感谢你的到来,欢迎来到这个播客。

G two, thank you so much for being here, and welcome to the podcast.

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Lenny,我太兴奋了。

Lenny, I'm excited.

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很高兴见到你。

Good to see you.

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这次对话的时机真是太棒了。

The timing of this conversation is so amazing.

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你刚结束了一场我见过最疯狂的AI和科技领袖聚会。

You're just coming off running the most insane assembling of AI thought leaders and tech leaders I've ever seen.

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让我念几个几天前刚刚举办的峰会中你们邀请到的名字。

Let me just read a few of the names that you guys had at the summit that just happened a couple days ago.

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你请来了Jensen、Sam Altman、Marc Andreessen、李飞飞,还有英特尔、AWS的CEO,Mike Krieger、Kevin Weil,这还只是你们邀请嘉宾的三分之一。

You had Jensen, you had Sam Altman, had Marc Andreessen, you had Fei Fei Li, you had the CEO of Intel, AWS, Mike Krieger, Kevin Weil, like that's just like a third of the guests you guys had.

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我不知道你是怎么做到的。

I don't I don't know how you did this.

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但感觉你当时被信息洪流淹没了,你在台上采访了很多人,所以趁着这些印象还新鲜,我想问你:在举办完这次峰会、听完了这些人的分享之后,有什么是你改变想法的,或者有什么洞见一直留在你脑海里?

But it feels like you had this fire hose of information coming at you, you interviewed a lot of these people on stage, and so while it's fresh in your mind, I want to ask you, after doing this summit, after hearing from these folks, what's something that you've changed your mind about, or what's just like an insight that has been lodged in your head ever since doing the summit?

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能把这件事办成真是太棒了,因为我们从未想过能成功,举办前我们非常担心——毕竟我们试图连续进行十二小时的炉边谈话,这挑战了人类注意力的极限。

It was an amazing thing to pull off because I I we never thought we'd be able to do it, and we were really worried going into it thinking, well, we're trying to do fireside chats for twelve hours, and there's a capacity of human absorption that we're trying to challenge.

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所以我们特意安排了很多休息时间。

And so we tried to put a lot of breaks in there.

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我们从早上九点开始,到晚上九点结束。

We started at 9AM, and we ended at 9PM.

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中间还休息了几个小时。

And we had a couple hour break in the middle.

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但所有人都坚持了下来,而且全程都非常投入。

But everyone stayed, and and everyone was engaged.

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我们本来可以一直进行到十一点,也完全没有问题。

And we could have gone until eleven, and it would have been fine.

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正是因为对话的质量和到场嘉宾的卓越水准,才产生了天壤之别。

And it's because the quality of the conversations and the caliber of the guests that were there made a world of a difference.

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从这次活动中学到的最重要的是什么?

What was the takeaway from it?

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我想说几点。

I'd say a few things.

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一是,能力过剩确实是现实存在的。

One is, you know, the capabilities overhang is real.

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我觉得功能更多了。

I think there's more functionality.

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一方面,存在着一种进步的悖论。

On one end, there's kind of this paradox of progress.

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一方面,我们正用科学解决这些了不起的问题。

On one end, we are like, you know, we're solving all these amazing problems with science.

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另一方面,你去和企业聊聊。

On the other end, you talk to the enterprise.

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他们说,我们在推广上很吃力。

They're like, we're struggling with adoption.

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我觉得组织内部将需要一些帮助。

And I feel like there's a there's help that's gonna be needed within organizations.

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我们之所以把这件事整合起来,目标是了解行业正在发生什么,以及我们如何帮助客户充分利用它?

And the reason I we we pulled this thing together, the goal was what is happening in the industry and how can we help customers make sure that they can make the most of it?

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因为我们正处在一个我们人类历史上最基础的变革之一。

Because we are in one of the most foundational movements that we have seen in human history.

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我们必须确保充分利用它。

And it's we we we gotta make sure that we make the most of it.

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所以第一点是,能力超前是真实存在的。

So that was one is the capabilities overhang is real.

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第二点是,当你超越一些最明显的用例时,难度会更大。

The second area is I'd say that it's harder when you go beyond some of the most more obvious use cases.

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比如,编程就是一个非常好的用例,你已经开始取得很多成功。

Like, for example, coding is a very, very good use case that, you know, you're starting to get a lot of success in.

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我们的第一个产品即将在接下来的两周内完全由AI编写完成。

I mean, we just had our first product that we think will be in the next two weeks, 100% written with AI.

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对吧?

Right?

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我认为,当你进入企业的其他所有职能时,这并没有那么容易,这一点非常明显:这需要对每个企业的运作方式有细致的理解和洞察。

I don't think that's as easy when you go into every other function of the business, and that was actually very apparent that, hey, this this is gonna require some nuance and understanding of how every business works.

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第三个要点是一个非常有趣的发现,几天前马克·安德森在你的播客中也提到过。

And then the third one, which is the a really interesting takeaway, and Marc Andreessen talked about this in your podcast a few days ago.

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事实上,我跟他交谈时,就是从你的播客开始的,因为那太有意思了,然后我们又深入探讨了一些内容。

In fact, when I talked to him, I actually started with your podcast because it was so interesting, and then we dug into it a little bit more.

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但与此同时,凯文·斯科特也谈到了这一点。

But, like and then, you know, Kevin Scott was was also talking about this.

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但这种观点是:全球出生率正在下降,我们正经历一场人口结构变化,老年人口将多于年轻人口。

But this notion of the fact that birth rates are going down and we have a demographic shift that's happening in the world and there's gonna be more people that are in the older age bracket than than the younger age bracket.

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而这些老年人将需要有人来照顾他们。

And those older people are gonna need folks to take care of them.

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历史上,社会一直如此,但我们现在可能正处在一个这种状况可能不再成立的临界点。

And historically, in society, that's actually always been the case, but we might be at a point where that might not be the case.

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当这种情况不再成立时,我们就开始担心人工智能会夺走我们的工作。

And when that's not the case, you know, we worry about AI taking our jobs.

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我认为人类的生存依赖于人工智能的成功,因为如果人口中60%处于一个缺乏足够人手来照顾他们的年龄段,这可能会导致巨大的人类苦难。

I think that survival of humanity depends on a successful AI because at at some point, if you have 60% of your population that's in a demographic where you don't have enough people to take care of them, that could cause a lot of human suffering.

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所以我觉得人们对此讨论得还不够,我们必须停下来好好思考一下,这对我们的集体未来成功至关重要。

So I don't think people talk about this enough, and that's something that we have to take a moment and digest that this is so important for our collective success moving forward.

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我原本想在和马克聊天时提到,人工智能恰好及时出现来拯救我们,因为根本没有人手来完成这些工作。

Something I was going to say during my chat with Mark when he talked about that AI is basically coming just in time to save us because there aren't going to be enough people to do the jobs.

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我心里想,这又是另一个信号,表明我们可能生活在一个模拟世界中。

In my head, I was thinking, this is like another signal that we are in a simulation.

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一切事情都恰到好处地为我们安排好了。

Things are working out just right for us.

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这种可能性有多大呢?

What are the chances?

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我越老,就越相信我们实际上生活在一个模拟世界中。

The older I get, the more I believe that we are actually in a simulation.

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我第一次听到这个概念时,觉得这简直荒谬至极。

You know, I the first time I heard that concept, I thought it was such an absurd concept.

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现在我觉得,这可能真的正在发生。

Now I'm like, you know, this is might actually be happening.

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你永远说不准。

You never know.

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沿着这条思路,许多公司正在努力适应这个新世界。

Following this thread, a lot of companies are trying to adjust to this new world.

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你实际上在这方面做得非常出色。

You are doing an incredible job at actually doing this.

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我们是通过凯文·韦尔认识的,他曾经是OpenAI的首席产品官,现在是OpenAI的科学负责人。

We got connected through Kevin Weil, who is former CPO at OpenAI, now head of science at OpenAI.

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他描述你所做的工作,是如何把思科从一家老旧、缓慢、更传统的大型企业,转变为一家高度面向AI的公司。

And the way he described it is the work that you have done to turn Cisco, the way he described it, from an older, slower, more traditional enterprise to a very AI forward company.

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你们公司有多少员工?

How many employees do you guys have?

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你说是四万五千人?

You said 45,000?

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我们有九万名员工。

We have 90,000 employees.

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有四万三千人观看了直播。

43,000 watched stream.

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所以对你来说,最大的问题是,这看起来真的在奏效,而在如此大规模的公司里做到这一点非常困难。

So the big question for you is that, like, this is it feels like it's really working, and this is very difficult to do at a company of that scale.

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许多领导者都在努力让这件事成功。

A lot of leaders are trying to make it work.

Speaker 1

你认为有哪些两到三件事,帮助思科积极拥抱人工智能、不再害怕它,真正迎接未来?

What are two or three things that you've done that you think have been most impactful and effective in helping Cisco lean into AI, not be scared of it, not and actually, you know, embrace the future?

Speaker 0

在我看来,创新是一种选择。

You know, innovation in my mind is a choice.

Speaker 0

所以,当人们说,你是一家大公司,你无法创新时,我总觉得很有意思。

So, like, you know, I I always find it interesting when people say, well, you know, you're a large company.

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你不可能创新。

You can't innovate.

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你是个小公司。

You're a small company.

Speaker 0

你可以创新。

You can innovate.

Speaker 0

不是这样的。

It's like, no.

Speaker 0

这只是一个选择。

It's it's just a choice.

Speaker 0

每天你来上班时,可以选择去思考如何创新,也可以选择不去创新。

Every day you come into work, and you can choose to be thinking about being creative, or you can choose to not be creative.

Speaker 0

这就像一个二元选择,你每小时都可以做出这样的选择。

It's it's like a little binary it's a binary choice you can make every hour.

Speaker 0

对吧?

Right?

Speaker 0

每一天的每一分钟。

Every minute of every day.

Speaker 0

因此,我们做出了这样的选择:思科不仅要成为一家标志性公司,而且正如我们的首席执行官查克·罗宾斯非常 eloquently 所说的那样。

And so we made that choice that says Cisco is gonna be not just an iconic company and not you know, Chuck Robbins, our CEO, says this very eloquently.

Speaker 0

他说,我希望思科不仅仅是一家标志性公司。

He's like, I want Cisco not just to be an iconic company.

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我希望思科还能成为一家具有标志性和创新性的公司。

I want Cisco to also be an iconic and innovative company.

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因此,我们必须确保在面对我们所面临的各种限制时,真正地进行创新。

And so we gotta make sure that we are actually innovating with the set of constraints that we are dealt with.

Speaker 0

你知道的吗?

You know?

Speaker 0

每个公司都有自己的限制,我们也有自己的限制。

Like, every company has their own set of constraints, and we have our own set of constraints.

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我们必须确保,在这些限制条件下,真正地做好创新。

And we have to make sure that given those constraints, we have to actually innovate really well.

Speaker 0

那么,有哪些两到三件事真正帮助了我们呢?

Now what has what are the two or three things that have happened that have really helped us out?

Speaker 0

一是要明确哪些事情可以讨论,哪些事情不能讨论。

One was being very clear on what is up for debate and what is not up for debate.

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因为在一个大公司里,如果你问足够多的人,总会有人反对。

Because what can end up happening is you can always have a pocket veto in a large company where if you ask enough number of people, people say no.

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如果你是一家大公司,问足够多的人,总有人会说不。

If you're a large company, ask enough number of people, Someone's gonna say no.

Speaker 0

对吧?

Right?

Speaker 0

所以当你对某件即将发生的事情有坚定信念,认为这是一次必须下注的决策时——你知道,大公司里大多数人认为大公司从不尝试新事物。

And so when you have conviction about something that's happening that is gonna be a bet that you need to place, like, you know, what what most people think in large companies is large companies don't experiment.

Speaker 0

但事实并非如此。

That is in fact not true.

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大公司其实做了很多尝试。

Large companies experiment a lot.

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但大公司不做的是:当一个实验成功时,他们不会全力投入、加倍押注。

What large companies don't do is when an experiment works, they don't go all in and double down.

Speaker 0

他们试图继续犹豫不决。

They try to keep hedging.

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我们在人工智能上没有犹豫。

We didn't hedge on AI.

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我们明确表示要全力投入。

We said we're going go all in.

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这是第一要务。

That was number one.

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这意味着我们必须让员工明白,他们的个人成功与公司成功紧密相连,而成功的关键在于我们能否熟练运用人工智能。

What that meant was we had to get people to understand that their personal success and the success of the company are very aligned in us getting dexterous with the use of AI.

Speaker 0

这意味着,如果他们觉得某种原因下人工智能会夺走他们的工作或对他们不利,我们必须让他们放心,事实恰恰相反,情况一定会是正面的。

That means that if they feel like, for some reason, AI is gonna take their job or AI is gonna be negative for them, we had to reassure them that that was not the case, but the reverse was guaranteed to be the case.

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如果你不选择拥抱人工智能,不让你所从事的任何工作职能变得灵活高效,那么从长远来看,你的岗位很可能变得无关紧要。

That if you didn't choose AI, if you weren't gonna be dextrous in whatever job function you're doing, then your job is probably not gonna be that relevant over here in the long run.

Speaker 0

所以我们做的第一件事就是:我不太喜欢那种自上而下的等级制度,靠命令去推动事情。

So that was the first thing that we did was that that was a I'm not a big fan of top down hierarchy of going out and doing things.

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事实上,我内心深处并不太尊重等级制度。

In fact, I deep down inside, I don't respect hierarchy as much.

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我觉得它有时会限制人,但这一次,我们非常、非常有意识地做了这件事。

I feel like it it can constrain you at times, but I wanted to make on this one, we were very, very deliberate.

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整个公司都达成了共识。

The entire company is on the same page.

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我们是一家AI优先的公司。

We are an AI first company.

Speaker 0

对吧?

Right?

Speaker 0

我们其实早在GPT之前就在朝这个方向努力了,但ChatGPT在2022年11月成为了那个关键性的时刻,我们真正实现了这一点。

And this happened we were kind of working towards it even prior to GPT, but Chad GPT became that seminal moment in November '22 that we actually did that.

Speaker 0

所以,这是第一点。

So that was one.

Speaker 0

第二点是我们必须明确成功的标准是什么。

Number two was we had to make sure that we defined what success looked like.

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个人成功的定义方式是,每个人都想成为思科的总经理。

The way that individual success was defined was everyone wanted to be a GM at Cisco.

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他们想拥有自己的领地,当上总经理,因为他们觉得,要想升职,就必须成为总经理,这意味着我需要有自己的销售团队。

They wanted to own their own fiefdom, be a general manager, because they felt like in order for me to move up the ranks, I need to be a general manager, which means I need to have my own sales team.

Speaker 0

我需要有自己的营销团队。

I need to have my own marketing team.

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我需要有自己的产品团队。

I need to have my own product team.

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我需要有自己的工程团队。

I need to have my own engineering team.

Speaker 0

我要确保自己掌控一个独立的部门。

I'm gonna make sure I run my own silo.

Speaker 0

如果你是一家年产品收入400亿美元、450亿美元——当时我们就是这个规模的公司,而你的目标却是把公司拆分成一堆4亿美元规模的小业务,

And if you're a $40,000,000,000 business in product revenues, 45,000,000,000 whatever we we were at the time, and and then all of a sudden, your goal is you're gonna just run a bunch of $40,000,000 businesses and break it up into a series of $40,000,000 businesses.

Speaker 0

这实际上对公司的整体发展并不有利。

That's actually not a good thing for the company.

Speaker 0

所以我们做的就是,我们必须从一个拥有251次收购和成千上万种不同产品的控股公司,转变为其他东西。

So so the thing we did was we said, we have to become not a holding company of 251 acquisitions and thousands of different products.

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我们必须成为一个平台型公司。

We have to become a platform company.

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平台的特征是必须高度整合,让客户无论使用我们的哪个产品,都能感受到相同的情绪。

And the characteristic of the platform is you have to be tightly integrated where the customer feels the same emotion no matter what product of ours they use.

Speaker 0

对吧?

Right?

Speaker 0

客户有着一致的期望:可靠性、信任感、设计的优雅,以及以最高效的方式解决问题。

There's the same set of expectations that can be served, Reliability, trust, elegance in design, solving a problem in the most efficient way.

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这些才是我们想要努力实现的目标。

Those are the things we we wanna strive to do.

Speaker 0

但你不必一次性购买所有产品,因为我们也要现实地认识到,并非每个客户都会从头到尾只使用思科的产品。

But you don't have to buy everything all at once because we also wanna be realistic about the fact that not every customer only uses Cisco top to bottom.

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这里存在着一个生态系统。

There's there's an ecosystem.

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所以是松耦合但紧密集成。

So loosely coupled but tightly integrated.

Speaker 0

你不必一次性买下所有产品,但当你同时购买两种产品时,它们的协同效果简直像魔法一样。

You don't have to buy everything all at once, but, boy, when you do buy two things together, they work like magic.

Speaker 0

这是我们做的第二件大事。

So that was the second big thing we did.

Speaker 0

然后第三件事,我们决定要推动公司内部的思维模式转变。

And then the third one we did was we said, let's make sure that we have a mental model shift in the company.

Speaker 0

我们大约在五年前、五年前后半段做了这件事。

And we did this about five, five and a half years ago.

Speaker 0

我刚加入时,这是一个经过深思熟虑的决定:我们不能封闭运作。

When I first joined, this was a very deliberate decision, which was we cannot operate in a walled garden.

Speaker 0

我们必须确保在一个开放的生态系统中运作,这意味着我们必须坦然接受与竞争对手合作。

We have to make sure that we operate in an open ecosystem, which means we have to be completely comfortable with having a competitor that we're gonna partner with.

Speaker 0

这没问题。

And that's okay.

Speaker 0

你知道的。

You know?

Speaker 0

我们不必以零和思维来看待这个问题,即我赢就必须有人输。

We don't have to think about this in a zero sum manner where in order for me to win, someone has to lose.

Speaker 0

我们可以合作。

We can partner.

Speaker 0

因为如果客户选择了公司A和公司B,而我们恰好是其中一家,那么我们就有责任帮助客户在另一家公司取得成功。

Because if we if a customer has made a choice of going with company a and company b and we happen to be one of those two companies, we owe it to the customer to invest in their success in that other company.

Speaker 0

因为如果客户成功了,这种成功会以很高的比例传导到我们身上。

Because if the customer succeeds, that success has a flow through rate to you that's gonna be pretty high.

Speaker 0

这就是我们所做的事情。

And so that's what we did.

Speaker 0

我认为,打造优秀产品的同时确保其像平台一样运作,并建立开放的生态系统,这些原则一直至关重要。

And I think that's been those principles of building great products, but making sure that it operates like a platform and having an open ecosystem, I think has been kind of central.

Speaker 0

而且我们从上到下都明确自己将是AI优先的。

And then not being confused about the fact that we'll be AI first from the top down.

Speaker 1

我想岔开一下话题,确保大家了解思科如今到底做什么。

I wanna take a tangent and make sure people understand what Cisco even does these days.

Speaker 1

我认为作为普通民众,你一想到思科,就会觉得,哦,是这样。

I think as a a lay person, you'll think about Cisco, and you're like, okay.

Speaker 1

他们做Webex。

They, Webex.

Speaker 1

是的。

Yes.

Speaker 1

他们可能还生产一些路由器。

They make maybe some routers.

Speaker 1

你们正是当前这场庞大AI基础设施建设的关键力量。

You guys are key to this massive AI infrastructure build out that's happening right now.

Speaker 1

你们是这个领域的重要参与者。

You're a major player in this.

Speaker 1

我觉得听众们并没有意识到这一点。

I don't think people realize this, people listening to this podcast.

Speaker 1

给我们简单介绍一下思科是如何融入这场大规模建设的,以及思科如今究竟是做什么的?

Give us just like a quick glimpse into how Cisco fits into this massive build out and just, what is Cisco these days?

Speaker 0

思科是人工智能时代的关键基础设施公司。

Cisco is a critical infrastructure company for the AI era.

Speaker 0

这意味什么?

What does that mean?

Speaker 0

如果你思考一下当前的瓶颈所在,假设人工智能将成为最重要的趋势之一,那么你可能会问:什么因素可能阻碍人工智能的发展?

If you think about where the constraints are right now, if you think that AI is gonna be one of the biggest movements, and then you ask yourself the question, what could hold AI back?

Speaker 0

我们觉得有三个领域可以直接产生影响,从而防止人工智能受阻。

There's three things where we feel like we can have a direct impact that can hold AI back.

Speaker 0

第一,存在基础设施瓶颈。

Number one is there's an infrastructure constraint.

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世界上现有的电力、算力和网络带宽远远不足以满足人工智能的需求。

There's just not enough power compute network bandwidth in the world to go out and satiate the needs of AI.

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第二,存在信任赤字。

Number two is there's a trust deficit.

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如果人们不信任这些系统,他们就不会使用它们。

If people don't trust these systems, they're not gonna use them.

Speaker 0

而目前,人们对这些系统存在很多不信任。

And right now, there's a lot of mistrust in these systems.

Speaker 0

写诗的时候,幻觉可能是个亮点,但当你试图运行可预测的系统时,幻觉就可能变成大问题。

You know, hallucination is a feature when you're writing poetry, but when you're trying to go out and run predictable systems, hallucination can be a bad thing.

Speaker 0

这些模型是不可预测的。

And these models are unpredictable.

Speaker 0

它们是非确定性的。

They're nondeterministic.

Speaker 0

因此,它们必须确保将安全性和可靠性纳入设计之中。

And so they have to make sure that they have safety and security kind of factored into them.

Speaker 0

第三个方面是数据缺口。

And then the third area is a data gap.

Speaker 0

到目前为止,我们一直使用互联网上公开的人类生成数据来训练这些模型,但我们正逐渐耗尽互联网上可供训练模型的公开人类生成数据。

Like, so far, we've trained these models with, you know, human generated data publicly available on the Internet, but we are running out of human generated data publicly available on the Internet to train the models.

Speaker 0

每家公司都会通过使用自己专有的企业数据、合成数据和机器数据来训练模型实现差异化,而机器数据是增长最迅猛的领域。

And every company is gonna differentiate based on their own proprietary enterprise data being used to train the models, synthetic data, and machine data, which is where the most amount of growth is.

Speaker 0

在机器数据这一第三类数据中,思科可以发挥巨大的作用。

And the third category of machine data, we can play a massive role in at Cisco.

Speaker 0

那么思科究竟做什么呢?

So what does Cisco do then?

Speaker 0

如果你想想GPU——现在每个人都清楚,这要归功于黄仁勋出色的推广,这就是GPU对人工智能的核心贡献。

If you think about a GPU, which is what everyone now has is very clear because of the great job that Jensen has done, that here's what a GPU's core contribution is to AI.

Speaker 0

如果这些GPU没有联网,你就无法实现人工智能。

If these GPUs aren't networked together, you don't have AI.

Speaker 0

因为过去你可以用单个GPU训练模型,但后来模型变得太大,无法放在单个GPU上。

Because it used to be that you could train a model on a single GPU, but then what happened was the model got too big to be put on a single GPU.

Speaker 0

于是人们开始将一台服务器上的八个GPU连接起来,以便用八个GPU训练模型。

So then you had a server with eight GPUs that got connected together so you could train a model with eight GPUs.

Speaker 0

但那样还是不够好。

But then that wasn't good enough.

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所以接下来,你决定要将一组服务器通过网络连接起来。

So then what happened was you said, I'm gonna have a rack of servers that I'm gonna network together.

Speaker 0

但到了某个时候,这也不够用了。

That at some point wasn't big enough.

Speaker 0

于是他们说,我要把多个机架连接成一个集群。

And so then they said, I'm gonna have a cluster of racks that are connected together.

Speaker 0

而‘连接’这个词是关键。

And those that connected together is the operative word.

Speaker 0

我们最终做的就是:NVIDIA 制造 GPU,而我们负责把这些 GPU 连接起来。

That's what we end up doing is NVIDIA makes the GPUs, and we connect those GPUs together.

Speaker 0

AMD 也制造 GPU。

AMD makes the GPUs.

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我们也把它们连接起来。

We connect them together.

Speaker 0

现在的情况是,利尼,你有了这些相隔数百公里的数据中心,它们却需要像一个统一的集群那样运行,这意味着它们必须完全同步。

And now what's happened, Lenny, is you have these data centers that might be hundreds of kilometers apart that need to operate like one coherent cluster, which means that they're completely in sync.

Speaker 0

在进行训练时,每个GPU都与其他GPU保持同步,这需要我们构建一套非常复杂的技术,以确保即使两个数据中心相距800公里,它们也能完全同步运行。

Every GPU is in sync with each other when you're doing a training run, and that requires a very sophisticated set of technologies that we build to make sure that you could have two data centers 800 kilometers apart, but, boy, they run, like, completely in sync with each other.

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这就是思科所做的。

And that's what Cisco does.

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我们提供网络技术。

We provide the networking.

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我们提供光通信技术。

We provide the optics technology.

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我们提供安全与防护技术。

We provide the safety and security technology.

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我们提供可观测性技术。

We provide the observability.

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我们还提供数据平台。

We provide, you know, the the data platform.

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所有这些技术共同构成了AI时代所需的关键基础设施。

All of those things together for making sure that we provide critical infrastructure for the AI era.

Speaker 1

所以,身处这场全球范围内大规模投资的中心,你认为哪些因素还没有被充分计入对未来趋势的判断中?比如,这种建设的规模将如何彻底改变我们的生活?

So being on the inside of this massive investment that is happening across the world, what do you think isn't being priced in into where things are heading into how much life will change or just like the scale of this of this build out?

Speaker 0

多年前,我有机会见过雷·库兹韦尔。

Years ago, I'd had a chance to meet with Ray Kurzweil.

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他曾经担任谷歌的首席科学家,我想他现在应该还是。

You know, as a chief scientist at Google for a while, and I think he still is.

Speaker 0

他当时提到正在写一本叫《活得足够久以至永生》的书。

And he had talked about he was writing this book called live long enough to live forever.

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于是我跟他聊了聊。

And so I was talking to him.

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我问他:如果突然之间,人类可以有十五代人同时共存,因为我们拥有了无限延长的生命,这对人口会有什么影响?

I'm like, what is the impact to human population if all of a sudden you can have 15 generations living simultaneously because we have an indefinite span of life?

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因为这样一来,一切都必须改变。

Because now all of a sudden, you know, everything has to change.

Speaker 0

比如,住房该怎么安排?

Like, how does housing work?

Speaker 0

住房怎么办?

Housing work?

Speaker 0

农业怎么办?

How does agriculture work?

Speaker 0

交通怎么办?

How does transportation work?

Speaker 0

一切都得改变。

How does like, everything changes.

Speaker 0

他看着我,给出了一个极其深刻的回答。

And he looked at me, and he he had the most profound answer.

Speaker 0

他说,大多数人无法进行指数思维,因为他们通常只在单一维度上考虑指数增长。

And he said, you know, most people can't think exponentially because they always think exponentially maybe on a single dimension.

Speaker 0

但这些情况下,最终会发生的是,你必须意识到,指数增长往往是多个维度同时发生的。

But what ends up happening in these things is you can sometimes you have to keep in mind that exponentiality happens across multiple dimensions all at once.

Speaker 0

所以,如果你拥有无限的寿命,就必须假设人类足够有创造力,能够找到方法实现三天一熟的作物周期。

So if you do have an indefinite span of life, you have to assume that humans are creative enough that they're gonna find a way to have a three day crop cycle.

Speaker 0

他们可能会拥有五千层高的摩天大楼。

And they probably will have 5,000 story, you know, skyscrapers.

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社会中许多我们曾认为无法解决的问题,现在都将变得可解。

And there will be a bunch of things in society that we have assumed are not solvable that will now be solvable.

Speaker 0

所以当你回到你之前的问题,说:‘这个整个方程中,有哪些尚未被纳入的因素呢?’

So when you go back to your question and say, what changes in this entire equation that has not been factored in well?

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我认为,如今人工智能主要被视为一种生产力工具和信息聚合机制。

I think today, AI is looked at largely as a productivity tool and an aggregation mechanism.

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我的数据遍布各处,我将能够利用语言将这些数据组织起来,为你,伦尼,提供你所寻找问题的精准答案。

I have data all over, and I'm gonna be able to make sure that language can be used to compose the data in a way that I can give you, Lenny, the quest answer to the question that you're looking for.

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我认为,这仅仅是冰山一角的0.00001%。

That, I think, is like the point 00001% on the tip of the iceberg.

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对吧?

Right?

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事实上,我们将产生一些前所未有的原创见解,这些见解并不存在于人类现有的知识体系中。

The reality is is we will have original insights generated that don't exist in the human corpus of knowledge.

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我们将看到物理世界通过语言得到增强,人类的能力也将随之提升。

And we will have the physical world get augmented to language where capacity is augmented to humans.

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我们必须小心的是,这种能力必须服务于人类。

And what we have to be careful of is that that capacity is working on behalf of humans.

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但如果这种能力被赋予人类,你就能去做真正关心的事,而不去做你不关心的事。

But if that capacity is augmented to humans, you can now do things that you really care to do and not do things that you don't care to do.

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因此,当我们使用Codecs时,比如用OpenAI的模型和开发工具写代码,我们最大的顿悟是:前三个月我们只是在瞎折腾,然后突然灵光一现。

And so, like, our biggest realization that we had when we were using Codecs, for example, when we were writing, you know, code with OpenAI's, you know, kind of model and development tool, was the first three months we were screwing around with this, and then there was this light bulb that run off.

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事实上,有一位OpenAI的前沿工程师告诉我们这件事。

In fact, there was a forward deployed engineer from OpenAI that told us about this.

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她说:别再把这当成一个工具了。

She said, hey, stop trying to think of this as a tool.

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把它当成是你团队中新加入的队友,你的思维方式会改变,你使用这项技术的方式也会随之改变。

Think of this as a teammate that got added to your team, and your framing will change, and the way in which you actually use the technology will change.

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如果将这种理念推广到整个社会的运作方式,其影响将极为深远,但同时也要牢记,这些安全与风险问题不容小觑,是真实存在的。

And that that essentially, if you compound that to how society operates, that's gonna be pretty profound as an implication while keeping in mind that these safety and security risks are nontrivial, and they're real.

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你不能对此完全轻率,因为人工智能如何定义自己的成功和目标将至关重要。

And you can't be, you know, completely flippant about them because how an AI identifies its own success and its own ambition will really matter.

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我们必须确保为它设置必要的约束,因为它是为了服务人类。

And we have to make sure that we actually keep guardrails around that because it is in service of humans.

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它不是为了独自构建一个社会。

It is not to go out and build a society by itself.

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我认为这些是重要的检查机制,你需要时刻牢记制衡的存在。

And I do think that that those are important kind of checks that you have checks and balances you have to keep in mind.

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但人们有时在这一极端化的叙事中忽略了这一点:即我们要么在社会中无所事事,要么这项技术完全无用。

But the thing that people sometimes miss out in this very polarized narrative, which is we are either gonna have nothing to do in society or this is gonna be completely useless as a piece of technology.

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我认为这种说法并无助益。

I think that's not a helpful narrative.

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事实上,更有帮助的说法是:在为下一阶段重建社会时,我们如何确保生活变得无限美好?

In fact, what is helpful is saying, as we reconstruct society for the next phase, how can we make sure that life gets infinitely better?

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我们如何确保疾病得到解决?

How can we make sure that diseases get solved?

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我们如何确保消除贫困?

How can we make sure that poverty gets eradicated?

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我们如何确保人们的学习方式以及从生活中获得的兴奋与快乐得到有意义的倍增?

How can we make sure that how people learn and find excitement and joy out of life gets compounded meaningfully?

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如果这一切发生,我认为这会带来积极的结果。

If that happens, I think there's goodness that comes out of this.

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我经常思考的一句话是,埃隆曾经有过这样的想法:AI最好的情况是,因为他长期以来一直是个AI末日论者。

A line that I often think about is Elon has had this thought that the best case scenario with AI because he was a very AI doomer for a long time.

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我认为他之所以投身AI,是因为他希望引导它走向一个不会伤害世界的方向。

And I think the reason he got leaned into AI is like, I need to help steer this in a direction that isn't gonna harm the world.

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他描述的方式是,人类最好的情况是我们成为家猫,而AI只是说,好吧。

The way he described it is the best case scenario for humanity is we're the house cat, where AI is just like, okay.

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好的。

Nice.

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你就待在我身边,我会照顾你。

Just just keep sitting here with me, and I'll take care of you.

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但顺便说一句,他目前正在做的事情简直非同寻常。

But he by the way, the thing the things that he is doing right now are nothing short of extraordinary.

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尽管人们可以对他有很多批评,但他的公司所进行的深度思考水平,真是令人难以置信。

And, you know, for all the critique that one can have, like, the the the level of kind of deep thinking that's going on with his company, it's it's just crazy.

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因此,当你在思考未来走向时,我越来越喜欢向有孩子的人问这个问题。

So as you've been thinking about where things are heading, I I I've been liking to ask this question with people with kids.

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考虑到未来的趋势,你在养育女儿的方式上有什么改变吗?

Is there anything you're kind of shifting in how you raise your your daughter, keeping in mind where things are heading?

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比如,你有没有试图培养她某些技能或价值观,以帮助她在未来茁壮成长?

Like, are there skills you're trying to instill in her, values you're trying to instill in her that help her will help her thrive in this future?

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我们做了一个决定,而我当时并不知道这个决定会带来什么结果。

We made a choice, and I didn't know how that choice was gonna go.

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那甚至不是一个主动的选择。

That was actually not even an active choice.

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那是一个被动的选择。

It was a passive choice.

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坦白说,我们在处理这件事时可能有点 intellectually lazy,但结果却出奇地好,因为我们并没有剥夺她使用科技的机会。

Frankly, even might have been slightly intellectually lazy in the way that we did it, but it actually worked out pretty well in the sense that we didn't really deprive her of the use of technology.

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比如,有一种观点认为应该暂时让孩子远离科技产品。

Like, guys, it's a school of thought that says keep technology away from the kids for a while.

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我们没有那样做。

We didn't do that.

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而且说实话,我当时也不知道会怎样,因为这一代人——其实不只是新一代,而是我们所有人——都总是黏在手机上,无法放下手机好好交谈,我认为这种能力是人类应该长期保持的重要技能。

And, frankly, I didn't know how it was gonna work out because there are things about the way that the generation is and by the way, all of us, not just the new generation, but this kind of constantly being glued to your phone all the time and not being able to actually put that down and have a conversation, you know, is I think it's an important skill in humans to have and preserve over time.

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事实上,随着人工智能为我们承担更多事务,我们应该能拥有更多这样的时间:不必每天每分钟都担心手机上的每一条通知,从而更能专注于当下。

And in fact, as AI does more for us, we should be able to have more of this time where I don't have to worry about every notification that's coming on my phone every minute of the day because maybe I can be more present in the moment that I'm in.

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她刚满15岁。

She just turned 15.

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就在她15岁生日的前一晚,我意识到她的情感成熟度非常高。

And the night before she was turning 15, what I realized is she is so emotionally mature.

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有一天晚上我们坐在一起,她对我说:‘嘿,爸爸。’

We were sitting down one night, and she's like, hey, dad.

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只是让你知道,我现在对自己的价值观体系感到非常满意。

Just so you know, I feel really good right now about having a very strong value system.

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我想,哦,好吧。

I'm like, oh, okay.

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那这意味着什么?

Now what does that mean?

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再说详细点。

And say more.

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她接着说:你能说出五件你坚信不疑的事吗?即使全世界都反对你,这也是在她15岁生日的前一天。

And she's like, well, can you name five things that you feel so convicted about that if the entire world disagreed with you this this is the day before she's turning 15.

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明白吗?

Okay?

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即使全世界都反对你。

The entire world disagreed with you.

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你依然会觉得自己是对的,而且不会因此动摇。

You would still feel like you were right on that, and that would not waver you.

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她说,我有一套坚定的核心信念,即使所有人都反对,我依然确信自己是对的。

She's like, I have a certain core set of things that I believe in where I am completely confident that if everyone disagreed with me, I'm still good.

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顺便说一下,我得提醒她一下,嘿。

Now, by the way, I have to kinda coach her on the hey.

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当你获得新信息时,要保持开放的心态,愿意改变自己的想法。

When you get new data, be open minded to changing your mind.

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但这个动态其实非常有趣,也就是说,如果能让孩子们接触科技,同时拥有正确的价值观,你或许能兼得两者之长。

But it was actually a very interesting dynamic, which is, you know, if we can have them be exposed to technology but have the right value system, you might actually have the best of both worlds.

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而且,你知道,今天还没结束呢。

And, and, know, it's the day ain't over yet.

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她才15岁。

She's 15.

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她还有很多机会受到外界因素的影响,诸如此类。

There's a lot of, you know, chances for her getting influenced by external factors and all of that.

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但你必须确保灌输正确的价值观,同时也要让他们了解当今世界的现实,而不是完全将他们与之隔绝。

But what you have to do is make sure that you instill the right values, but then also expose them to the reality of what the world is today and not completely insulate them from that.

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所以,事情的发展结果还不错。

And so I I the way that it worked out, it did end up end up working well.

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我们很幸运,这可不是因为我们有多了不起。

And we were lucky, isn't for no credit to us.

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她能够利用科技不断提升自己的情商,这方面我们运气不错。

She was she was able to use technology to get her EQ higher and higher, and we were lucky on that front.

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我们知道事情也可能往坏的方向发展,但至少对我女儿来说,我们努力让她接触科技,同时更注重那些指导我们日常行为的价值观。

And we know it can go sideways the other way too, but I do feel like right now, at least for my one daughter, what we try to do is get her exposed to the technology, but make sure that we focus a lot more on the values that we need to have that govern us on a day to day basis.

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比如善良,不傲慢,努力工作,敬业精神,这些都很重要。

You know, kindness, you know, not being arrogant, hard work, work ethic, those things matter.

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在我看来,这些价值观是永恒的。

And I don't think those are timeless in my mind.

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我认为这些不会因为要敢于冒险、富有创造力之类的事情而改变。

I don't think those change because, you know, take risks, be creative, that kind of stuff.

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对,这些是育儿目标。

G two, these are parenting goals.

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听你这么说,我有个两岁半的孩子。

As I hear this, I have a two and a half year old.

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听起来你把女儿教育得非常出色。

It sounds like you've you've done an amazing job raising your daughter.

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这我可不敢居功。

I would take zero credit for it.

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我觉得她能成长为现在的样子,主要归功于她自己和她妈妈。

I think I think she deserves a lot of credit for growing up to be who she's become, you know, and her mother.

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必须给妈妈点个赞。

Gotta gotta shout out mom.

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是的。

Yeah.

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有趣的是,我知道Anthropic在这方面非常重视。

What's interesting is that I know anthropic is really big.

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比如价值观,以及你如何行事。

Like, this idea of values and just like how you operate.

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Anthropic 发布了一份关于 Claude 核心价值观的宪章。

Anthropic has this constitution they released of how the values essentially of Claude.

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有趣的是,培养一个优秀的人与正确引导 AI 之间有着惊人的相似之处。

And it's so interesting how much similarity there is to how to raise a great person and to how to steer an AI correctly.

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没错。

That's right.

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顺便说一句,你的某些信念或周围体系可能会改变,但价值观往往非常持久。

And and by the way, it's some of your beliefs and your system around you might change, but values tend to be pretty long lasting.

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公司的文化也通常非常持久。

And culture in a company tends to be pretty long lasting.

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就像本·霍洛维茨对此有非常精辟的论述。

Like, you know, when we Ben Horowitz talks about this very eloquently.

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文化实际上是一套公司内部的行为规范,而不是一套信念。

The culture is just a set of norms that a company actually it's not it's not a set of beliefs.

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它是一套你在公司内部展现出的行为方式,这确实非常正确,因为当事情不顺时,人们会如何表现,如何解决问题、团结协作?

It's a set of behaviors that you exude within the company, and it's it's it's actually very, very true because when things aren't going right, how do people behave to go solve problems and come together?

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而这实际上形成了你们的文化规范。

And that actually forms your cultural norms.

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我认为,对于这些文化规范,有意识地去塑造非常重要。

And I think those cultural norms are it's very important to be intentional about it.

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随着世界上自动化程度的提高,不仅对人类,而且对机器也要有意识地规划,明确你们想要设立的边界,我认为这非常关键。

And as you have more automation in the world, being intentional not just with humans, but also with machines and what you wanna do to create the guardrails, I think, is pretty important.

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我要把话题转向另一个方向。

I'm gonna take us in a a different direction.

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我跟艾伦·列维聊过,你以前在……

I talked to Aaron Levy, your former boss at

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你亲爱的

Your dear

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朋友。

friend.

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是的。

Yeah.

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还有朋友。

And friend.

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所以我问他,我应该问你些什么?

So I asked him just what should I ask you about?

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他从你那里学到了什么,以至于自从和你共事以来一直铭记在心?

What's something that he he learned from you that has stuck with him ever since working with you?

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他分享了‘获胜的权利’这个概念,他说这一直影响着他思考战略的方式。

And he shared this concept of the right to win, which he says has informed the way he thinks about strategy ever since.

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谈谈这是什么,以及人们在思考产品战略或公司战略时该如何运用它。

Talk about what this is and how folks might use this when they're thinking about product strategy, company strategy.

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我们经常讨论的一件事是,在我们要参与的领域,我们是否有资格参与?

One of the things that we would always talk about is in the areas that we're gonna participate, do we have permission to play?

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每家公司都必须确保,它们进入市场的方式——即提供切入点和逻辑入口——在很大程度上取决于你是否拥有在该市场中参与的许可。

Every company, you know, has to make sure that the way in which they provide points of insertion and logical entry into a market is a lot of times dependent on, do you have the permission to play in that market?

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你是否有途径到达市场,能否将产品推向市场?

Do you have an avenue to get to your to have a route to market to be able to take that product?

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仅仅通过打造某个领域卓越的产品,并不能真正实现大规模的分发。

Just by building a product that is amazing in some area, you you don't end up actually getting it to mass scale distribution.

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因此,我们经常会问自己一个问题。

And so one of the things that we would always do is ask ourselves a question.

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我们正在构建一个新类别,或者一项新能力。

We're building this new category or we're building this new capability.

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由Box来构建它,对用户来说是否比其他公司构建更合理?

Is it gonna be logical for people that Box built it versus another company building it?

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就像由思科来构建它,是否比其他公司构建更合理?

You know, is it because it's gonna be logical for people that Cisco built it versus another company building it.

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这就是所谓的‘参与许可’和‘获胜权利’。

So that's this notion of permission to play, the right to win.

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我们在这个领域是否有获胜的权利,因为我们拥有参与的许可?

Do we have a right to win in that area because we have permission to play?

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我们是否拥有通往市场的渠道,能够将产品推向大规模分发?

And do we have the route to market to be able to take that product and get it to mass scale distribution?

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如果你能正确地做到这些,那么你在产品开发上投入的资金实际上会获得不成比例的回报。

And if you can do those things right, then actually your dollars that you expend on building product actually have an outsized return.

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如果做不到,你可能会在产品上花很多钱,而人们却觉得:‘这些销售根本不懂产品。’

If not, then you can actually spend up spend end up spending a lot of money on product where the product people think, oh, these sales guys don't get it.

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他们不知道怎么卖,尤其是在企业软件领域。

They don't know how to sell it, especially in enterprise software.

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而销售人员则觉得:‘这些产品人员根本不懂销售。’

And the salespeople think these product guys don't get it.

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他们不知道该怎么打造产品。

They don't know how to build it.

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因此,我认为要解决这个问题,你必须利用自身的规模优势,利用那些你拥有‘入场许可’的领域——让人们觉得,像思科这样的公司来做这件事非常合理。

And so I think in order to stop that, what you have to do is you have to actually use your scale as an advantage, and you have to use the areas where you've got the ability to have permission to play where people feel like this is very logical for a company like Cisco.

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比如,当我们说要将GPU联网,确保我们在人工智能领域拥有一个可信的系统时,这并不牵强,因为这对我们来说是非常自然的事情。

Like, when we say we are gonna network the GPUs and make sure that we actually have a trusted system in AI, that is not far fetched for someone to go out and think about because it's a very natural thing for us to do.

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因为过去四十年来,我们一直在为非人工智能的其他基础设施做同样的事情。

Because for the past forty years, we've been doing it for the rest of the infrastructure that was not AI.

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所以这么说并不遥远,好吧。

And so that's not a far cry to say, okay.

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我们现在也要为AI这么做。

We'll now do it for AI.

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你知道的。

You know?

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我认为那是我和亚伦花了不少时间的一个领域,顺便说一下,我很高兴他从我这里把这一点提炼出来了。

And I think that was an area that Aaron and I spent a fair and by the way, you know, I'm glad that he he took that out of me.

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我从他身上学到了很多。

There's so much I've learned from him.

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我从他身上学到的最重要的一点是:永远不要放弃,坚持比智慧更重要,耐力在任何一天、每周两次星期天都胜过智慧。

The biggest area I've learned from him is you never give up, and persistence beats intellect, and stamina beats intellect any day of the week twice on Sunday.

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那个人聪明得不得了,但那并不是他成功的最主要原因。

And that that guy is as smart as they come, but that is not the wide that's not the biggest reason he's successful.

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他成功的最大原因是他在这场游戏中拥有惊人的持久力。

He biggest reason he's successful is he has an enormous amount of staying power in the game.

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你知道吗,回到我女儿的评论,无论别人怎么说,他都会坚持自己的信念和观点,并在最艰难的时刻挺过来。

You know, going back to my daughter's comment of no matter what what everyone else says, his convictions and belief, he will actually stick by them and actually get through the hardest times.

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我完全相信这一点。

I totally believe that.

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我觉得我通常不是房间里最聪明的人,但我之所以能成功,很大程度上是因为我非常努力。

I I feel like I'm not the smartest person in the room usually, and I succeed in large part because I just work really hard.

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你你

You're you're

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不过你挺聪明的。

pretty smart, though.

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我其实已经看了你一段时间的播客了。

Like, I've I've been watching your podcast for a while.

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你做得非常出色。

Like, you've done a pretty amazing job.

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谢谢你的认可。

I appreciate it.

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所以,在这个‘赢得许可’的概念中,我认为它如此重要,是因为现在构建东西变得太容易了。

So in this this permission to win concept, the reason I think it's so important is it's so easy to build stuff now.

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每个人都在不停地构建、构建、构建、发布、发布、发布。

Everyone's just building, building, building, building, launching, launching, launching, launching.

Speaker 1

嗯。

Mhmm.

Speaker 1

我觉得,‘我们为何能在这一领域胜出’正成为一个越来越重要的关键因素。

It feels like this is an increasingly important lever is why will we win in this space.

Speaker 1

我想知道,你能否分享一个来自Box或思科的例子,比如‘我们就做这个,因为我们有权利在这个领域玩’。

I'm curious if there's an example you can share either from Box or Cisco where it's just like, okay, this is like, we're gonna do this because we because we have the permission to to play here.

Speaker 0

我同意你的观点,如果生成代码变得唾手可得,那并不意味着你能仅仅因为能生成大量代码就获得更好的技术。

I agree with you in the sense that if if generating code is something that becomes abundant, That doesn't mean you're gonna have better technology just because you can generate a lot of code.

Speaker 0

你仍然需要人类的判断。

You still need human judgment.

Speaker 0

你仍然需要一种直觉,去判断哪些问题才是真正值得解决的。

You still need a level of intuition on what problems are the right ones to solve.

Speaker 0

你仍然需要,是的,AI可以帮助你完成所有这些,但人类的超能力恰恰在于此。

You still and yes, AI can help you with all of that, but it's not something that like, that's where humans have a superpower.

Speaker 0

他们拥有直觉,能够确保自己实现一种愿景,即我认为这个事物在长远来看会成为什么样子。

They have instinct, and they can actually make sure that they can, you know, fulfill out a vision that says, this is what I think this could be in in the fullness of time.

Speaker 0

所以我认为这一点非常重要。

And so that that I think is pretty important.

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因此,我们越容易消除瓶颈来生成代码,就越难确保市场上不会充斥着低质量的AI产物,我们必须非常谨慎地选择哪些事情才是最能解决最重要问题的关键所在。

So the more the easier it gets for us to get the bottlenecks out to generate code, the harder it gets for us to make sure that there's not AI slop in the market and that we actually are very selective on what are the things that are gonna be the most important things that solve the most important problems moving forward.

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关于‘参与许可’的例子,我的意思是,有太多想法了。

Example of permission to play is I mean, there's so many ideas.

Speaker 0

像思科这样规模的公司,我们不断涌现出新的想法。

At a company the size of Cisco, we have constantly new ideas that keep coming up.

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这些源源不断的新想法,人们总会说,天哪。

And those new ideas that keep coming up, people will always say, Oh my goodness.

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这家公司表现得真好。

This company is doing so well.

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我们干脆直接进入那个市场,或者进入这个市场吧。

We should just go into that market, or we should just go into this market.

Speaker 0

在90%甚至99%的情况下,我发现自己都会说不。

And 90% of the times, 99% of the times, I find myself saying no.

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原因在于,你必须极其谨慎地选择在哪里投入你的精力。

And the reason for that is you have to be extremely selective of where you expend your calories.

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这种精力的消耗,如果你能高度聚焦地投入,那么在该领域获得的成果往往会成倍放大、远超预期。

And that caloric expenditure is is where you know, if you expend your calories in a very focused way, the results you'll get from that focus area tend to be outsized and disproportionate.

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如果你把精力分散到太多不同的领域,就没有一个能获得足够的厚度来彻底推进。

If you dissipate that caloric burn across multitude of different areas, nothing gets enough girth to be able to go out and drive it all the way through.

Speaker 0

那么,为什么思科不进入消费科技领域呢?

And and so, like, you know, why are we not in business to consumer tech at Cisco?

Speaker 0

对吧?

Right?

Speaker 0

为什么我们不去开发那些非常面向消费者的业务呢?

Like, why why are we not going out and building things that are very, very b to c?

Speaker 0

因为我认为我们没有真正融入我们核心基因的分销渠道。

Because I don't think we have a distribution channel that actually is within our DNA.

Speaker 0

我认为我们没有资格涉足那个领域。

I don't think that we've got permission to play there.

Speaker 0

在那个领域,人们很难接受思科应该参与其中的事实。

That's an area where it would be extremely hard for people to grow up that Cisco should be the one who's participating in that.

Speaker 0

那么,我们能做得到吗?

Now can we do it?

Speaker 0

当然,我们能做到。

Of course, we can do it.

Speaker 0

但我们真的想往那个方向走吗?还是我们应该去那些我们能凭借自身优势全力推进、从而获得更高投资回报的领域?

Is that where we wanna go, or do we wanna go where there's so much opportunity in the areas where we can actually prosecute with with the with the with the ability to have you know, operate from a position of strength that you just get a much better return for the dollar that you invest.

Speaker 1

你提到过Aaron是你学到了很多的一位CEO。

You mentioned Aaron as a CEO that you learned a lot from.

Speaker 1

我想知道你还从其他哪些CEO身上学到了很多,以及你从他们身上学到了什么。

I'm curious what other CEOs you've learned a lot from, and what's what's something you learned from them.

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查克·罗宾斯是我最喜欢的人之一,而且不仅仅是因为我为他工作。

Chuck Robbins is one of my favorite humans and not just because I work for him.

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我为他工作,是因为他是我最喜欢的人之一。

I work for him because he's one of my favorite humans.

Speaker 1

是的。

Mhmm.

Speaker 1

而且

And

Speaker 0

我从他身上学到的一点是,他有一句特别棒的话。

what I've learned from him, he had this kind of great line.

Speaker 0

当时有一篇媒体报道,而我们的媒体本质上就是非常煽动性的。

There was this, you know, piece of press that I our our media is very sensationalist in by by definition.

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对吧?

Right?

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它们会试图营造一种两极分化的世界观,而现实中并不存在这样的对立。

Like, they will try to create a very polarized view about the world where there actually isn't one.

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我生活中的大多数事情,都没有媒体头条所描述的那么极端。

And most things in my life, things are not as extreme as you hear of the headlines of the media.

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你知道的?

You know?

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事情其实处于中间状态。

It's somewhere in the middle.

Speaker 0

对吧?

Right?

Speaker 0

曾经有一篇文章发表了。

And there was one time that there was this article that ran.

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那篇文章过分夸大了我的贡献,坦白说,却没有充分认可查克在某件他实际完成的事情上的功劳。

And it was about, like, you know, giving me an unnecessary amount of credit and, frankly, not giving Chuck as much credit about something that he has actually done.

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我们内部的许多变革,如果没有他聘用我并赋予我自主权去完成所需的工作,根本不会发生。

Like, a lot of the movements that we've had internally wouldn't have happened if he had not hired me and given me agency to go do the things that I needed to get done.

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他对需要发生什么有着完全一致的看法。

And he was very much completely in sync with me on what needed to happen.

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所以,当你看到这篇文章时,我根本不知道是谁写的,我联系了他们。

And so, you know, I when I saw this article, I had no idea who the report I I reached out.

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我说,嘿。

I'm like, hey.

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我只是想让你知道,这并不是我说的,是别人说的。

I just wanna let you know this was not me saying it's someone.

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我对他说:别担心,老兄。

I was like, Cheetah, don't worry about it, man.

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我人生中学到的一点是,如果你不在乎谁得到功劳,你就能走得更远。

What I've learned in life is if you don't care about who gets the credit, you just go a lot farther in life.

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这在很多方面都意义深远,因为他太过自信,不会在意这些小事。

And it's so profound, right, in so many ways that he's just way too confident to let anything.

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所以我从查克身上学到的是,自信的重要性,以及清楚自己擅长什么、不擅长什么的重要性。

And so the thing I've learned from Chuck is the importance of confidence and the importance of knowing what you're good at and what you're not good at.

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当你不擅长某件事时,你就该为自己组建一个团队。

And when you're not good, you're gonna assemble a team of people around you.

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他在这方面简直炉火纯青。

He's just he's just masterful at that.

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而且这种情况经常发生。

And it happens

Speaker 1

顺便说一下,他是思科的首席执行官,以防有人不知道。

By the way, he's the he's the CEO of Cisco in case people have

Speaker 0

没错。

That's right.

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他是思科的首席执行官。

He's the CEO of Cisco.

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他是商业圆桌会议的主席。

He's the chair of the business roundtable.

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他是我非常要好的朋友。

He's a very dear friend of mine.

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我觉得,这种思维模式和心态有很多值得学习的地方。

And and I feel like there's a lot to learn from that kind of mental model and mindset.

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我真的很幸运,利尼,这纯粹是运气使然。

And I I I've been lucky enough, Lenny, that and this is just dumb luck.

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我曾经共事过的人,都和我关系非常亲密。

The people that I've worked with and for are all very, very close to me.

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我从不让这些人离开我的生活。

And I just don't let them go from my life.

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比如,我曾经和亚伦一起工作,当我离开时,场面非常感人,但我希望做点不一样的事。

And so one of the things, for example, is I worked with Aaron, and then when I was leaving, it was very emotional, but I wanted to do something different.

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但我们彼此承诺,每六周一起吃一次晚饭。

But we committed to each other that we're gonna have dinner every six weeks.

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亚伦、另一位联合创始人杰夫·克韦泽,还有我,我们三个人每六周在帕洛阿尔托聚餐一次。

And Aaron and there's another cofounder, Jeff Kweiser, and I, three of us, Every six weeks in Palo Alto, we have dinner.

Speaker 0

你知道吗?

You know?

Speaker 0

这是我至今仍在坚持的最特别的事情之一,现在已经成为一种传统了。

And it's one of the most special things that I I still do, and it's a tradition now.

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已经持续六年了,我非常喜欢。

It's been going on for six years, and and I love it.

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你知道吗?

You know?

Speaker 0

你看看像查克这样的人。

You you look at someone like Chuck.

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我每天早上都会先和他聊天。

We have I I start with my day with talking to him in the morning.

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我们会互相发短信。

We we text each other.

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然后每天晚上我都会和他聊一聊结束一天。

And then I end the day talking to him in the evening.

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我们每天至少会联系四到五次。

And we probably touch base at least four or five times a day.

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并不是每次对话都很长,但我们一直保持着联系。

They're not long conversations at all points in time, but we're constantly in contact with each other.

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我觉得,只有当你建立了足够的信任时,才会发生这种情况。

And I feel like that only happens when you've established enough trust.

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我刚搬到加利福尼亚时的第一位老板,是叫里克·德瓦努蒂的这个人,然后还有另一位叫杰里米·伯顿的人。

My first boss when I moved to California, is this guy named Rick Devanuti and then and then another guy named Jeremy Burton.

Speaker 0

你知道,里克·德瓦努蒂至今仍然是我的导师。

You know, Rick Devanuti is still my coach.

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我每两周见他一次。

I see him every two weeks.

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杰里米是我非常亲密的朋友,也是我们的邻居,我们搬家买房就是为了能住在他旁边。

Jeremy is someone that's a very dear friend of mine and your neighbors, and we moved and bought a place next to his just so that we could be close to him.

Speaker 0

这些是你生命中特殊的人,他们以各种不同的方式丰富了你的生活,我觉得你必须确保珍惜他们。

And these are, like, special people in your life that have enriched your life in very different ways that I I think you just have to make sure that you treasure.

Speaker 1

本期节目由Samsara赞助。

Today's episode is brought to you by Samsara.

Speaker 1

如果你听这个播客,就知道我们经常谈论那些出现在屏幕上的东西,比如用户引导流程、移动应用和结账流程。

If you listen to this podcast, you know that we spend a lot of time talking about building things that sit on a screen, onboarding funnels, mobile apps, and checkout flows.

Speaker 1

Samsara 正在为物理世界打造产品。

Samsara is building products for the physical world.

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急救人员奔赴紧急现场,卡车司机运送关键物资,建筑工人建设我们的城市和数据中心。

First responders racing to emergencies, truck drivers carrying critical supplies, construction workers building our cities and data centers.

Speaker 1

这些人每天都全力以赴,而 Samsara 的技术保护着他们。

These are people who put everything on the line every single day, and Samsara's technology protects them.

Speaker 1

Samsara 正在解决硬件、软件和边缘人工智能交汇处的复杂问题。

Samsara is solving complex problems at the intersection of hardware, software, and edge AI.

Speaker 1

他们的 AI 不仅仅能检测事件。

And their AI doesn't just detect events.

Speaker 1

它还能推断意图,回答诸如:那位卡车司机突然刹车是因为分心,还是一次英勇的举动?

It reasons about the intent and answers questions like, did that truck driver brake abruptly because they were distracted, or was that a heroic act?

Speaker 1

如果你想让大语言模型扎根于混乱的现实世界遥测数据,或在行星规模上解决边缘人工智能的限制,Samsara 想和你聊聊。

If you want to ground LLMs in messy, real world telemetry or solve edge AI constraints at a planetary scale, Sumsara wants to talk to you.

Speaker 1

如果你喜欢处理海量数据、快速迭代,并在小团队中工作,来加入我们,一起打造让物理世界更安全、更高效的科技吧。

If you like playing with enormous datasets, moving fast, and working in small teams, come help build the technology that makes the physical world safer and more efficient.

Speaker 1

访问 samsara.com/leni 了解更多。

Visit samsara.com/leni to learn more.

Speaker 1

那就是 samsara.com/leni。

That's samsara.com/leni.

Speaker 1

所以你目前是思科的首席产品官。

So you're currently CPO, at Cisco.

Speaker 1

我认为你手下有大约两万五千人。

You I think the team under you is at 25,000 people.

Speaker 1

这个数字对吗?

Is that the right number?

Speaker 0

大约三万人。

About 30,000.

Speaker 0

但是

But

Speaker 1

三万人。

30,000 people.

Speaker 1

好的。

Okay.

Speaker 0

对。

Yeah.

Speaker 1

在接手这个职位之前,你希望早点知道什么?

What's what's something that you wish you'd known before taking on this role?

Speaker 0

我不确定我是不是一开始就意识到了,但我在思科的时候这种感觉被极大地放大了,因为当人们说‘规模化很难吗?’

I don't know if it was I mean, I instinctively kind of knew it, but it was very, very accentuated at Cisco because when you like, you know, when people say, oh, is scale hard?

Speaker 0

我的观点一直认为,没有规模比有规模更难。

And my perspective has always been that the absence of scale is way harder than scale.

Speaker 0

我什么意思呢?

What do I mean by that?

Speaker 0

比如,如果我有一个只有三个人的初创公司,我们需要推进另一个想法,而这个想法需要五个人来做,我就得去融资。

Like, if I have a start up with three people and we need to prosecute another idea and that idea requires, you know, five people working on it, I have to go raise money.

Speaker 0

对吧?

Right?

Speaker 0

也就是说,我得彻底转型我的整个业务。

Like, it's it's an I have to pivot my entire business.

Speaker 0

如果你有三万人,而有一个想法只需要五个人,你只需要想办法在内部调配资源,然后说,我们去推进这个想法。

If you have 30,000 people and you have an idea that requires five people, you just figure out a way that you allocate the dollars internally and say, let's go prosecute this idea.

Speaker 0

所以在我眼里,我一直觉得,缺乏规模远比拥有规模更难。

So in my mind, I always felt like absence of scale was way harder than the presence of scale.

Speaker 0

而在规模之内运营,感觉就像是,是的,你有更多机会去实现。

And operating with within scale seemed like it was like, yeah, you have more opportunity to do it.

Speaker 0

这些年来,我不仅在思科发现这一点,甚至在我搬到硅谷之前,在芝加哥经营一家小型初创公司长达十七年时也发现了。

What I found over the years, not just at Cisco, but even when I because I ran a small startup in in in Chicago for, like, seventeen years before I moved over to the Valley.

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我在大公司里发现,沟通框架和信息传递中的损耗——就像传话游戏一样——如果不够主动和谨慎,会产生深远的负面影响。

What I found in the large companies is communication framework and the lossiness of communication, the telephone game, so to say, has a profoundly negative effect if you're not intentional about it and if you're not careful of it.

Speaker 0

我们曾经有一位董事会成员。

And there was this board member that we had.

Speaker 0

有几位董事会成员。

There's a couple board members.

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我们的首席董事迈克尔·卡佩利斯非常出色。

You know, our lead director, Michael Capellis, is amazing.

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还有另一位董事会成员。

There's this other board member.

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你知道,凯文非常棒。

You know, Kevin is amazing.

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还有一位董事会成员,韦斯·布什,我们最近刚让他卸任,但他以前一直在我们的董事会里。

And then there's this one board member, Wes Bush, who we recently, you know, rolled off, but he used to be on our board.

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当我接手这份工作时,他把我拉到一边。

And when I got this job, he pulled me aside.

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他对我说:‘吉科,我得告诉你一件事。’

He's like, Giko, I'm gonna tell you something.

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我要给你一些建议。

I'm gonna give you some advice.

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你愿意听就听,不愿意听也行,但我认为你最好记住这一点。

And take it or leave it, but I think it's gonna be important for you to keep it in mind.

Speaker 0

那是什么?

Like, what's that?

Speaker 0

他说,无论你做什么,都不要把公司的故事当成一项营销活动。

And he goes, whatever you do, don't think about your story of the company as a marketing exercise.

Speaker 0

要把这看作是公司最内在、最基础的使命,并始终守护这个信息。

Think about it as the most intrinsic foundational exercise of the company and always be the custodian of the message.

Speaker 0

不要把这项工作委托给别人去传达。

Don't delegate that to someone else to give it.

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因为如果你和一线员工之间隔着三、四、五、六、七层,你最不想做的就是玩传话游戏,以为当你对团队说‘好吧’之后,信息就会自然地层层传递下去。

Because if you have three, four, five, six, seven layers between you and the person who's actually doing the job in the front line, what you don't wanna do is play the telephone game and assume that people will just cascade it when you go to your team and then say, okay.

Speaker 0

这个团队会传给下一个团队,再传给下一个团队,再传给下一个团队。

That team will cascade to the next team, cascade to the next team, cascade to the next team.

Speaker 0

每一层都会出于好意加入自己的理解。

Every one of them will add a flavor with well intentioned.

Speaker 0

等到信息传到最末端时,人们就不知道它原本是什么了。

And then by the time it gets to the end, people won't know what it is.

Speaker 0

所以,一定要亲自来讲这个故事。

So always own telling the story.

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我当时想,这听起来负担太重了,因为我们产品线非常广泛。

And I'm like, that seems like it's a lot because, like, we have a very broad portfolio.

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我们举办所有这些活动。

We do all of these events.

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我的意思是,我得站在台上讲上九十分钟,不停地讲这些内容。

It's, you know, like, I'm gonna have to sit stand on stage for ninety minutes and just talk about it.

Speaker 0

他说:请一定要这么做。

He's like, please do that.

Speaker 0

确保你不要忽略这一点,而我最初没有意识到的一个隐藏好处是,这极大地简化了我们的业务,Lenny。

Make sure you don't and and I initially the hidden benefit that came out of it that I did not realize is it massively, Lenny, simplified our business.

Speaker 0

你知道为什么吗?

And you know why?

Speaker 0

因为我们业务范围太广,涉及太多不同行业。

Because we have such a broad business with so many different industries.

Speaker 0

不可能有人在每一个领域都成为深度专家。

It's impossible for someone to be a deep expert in every single one of them across the board.

Speaker 0

毕竟,覆盖的范围太广了。

Like, there's just way too much surface area.

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但我们希望向市场传达的核心信息,如果连我自己都还没能清晰地表达出来,我又怎么能指望我的两万名销售人员去向市场传递这个故事呢?

But the things that we want to convey to the market that the market should take away from us, if that story is not something that I understand well enough to be able to convey it, how do I first expect 20,000 of my sellers to be able to go tell it to the market?

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我又怎么能指望客户去理解这个故事呢?

And how do I expect my customers to be able to digest that story?

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这根本不可能发生。

There's zero chance that would happen.

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对吧?

Right?

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所以,这是我从这件事中得到的主要启示:不要把讲故事的工作外包出去。

And so that was my my kind of big takeaway from this, which is don't delegate the storytelling.

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讲故事不是在产品做完之后才进行的营销活动。

And the storytelling is not a marketing exercise after you built the product.

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故事是你打造产品的初衷,为了让这个故事成真。

The story is why you build the product to make the story come real.

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所以首先要确保故事的存在,然后这个故事要有你所开发产品所提供的证据和实证支持。

And so make sure that the story is there first, and then that story has evidence and proof based on the products that you're building.

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我和Rippling的首席运营官兼现任首席产品官马特·麦金尼斯聊过,他给了我类似的一条建议,我认为这是一条相近的建议,那就是一个想法或计划在从首席执行官传递到下一层、再下一层的过程中,其强度会逐层减弱。

I had a conversation with Matt Mc McGinnis, who's COO and now CPO at Rippling and hit a similar piece of advice, which I think is also it's like adjacent advice, which is the intensity of an idea or a plan drops at every level that it goes from CO to the next layer and layer.

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而你作为领导者的职责是保持这种强度,而不是把它缓冲掉,要始终保持完全一致的强度。

And your job as a leader is to maintain that intensity, not to buffer it from the employees, but to maintain exactly the same intensity.

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这感觉就像是,除了保持故事不变——不要过滤它,不要改动它——之外,还要做到这一点。

And it feels like that's in addition to also just keep the story the same, like don't filter it, don't change it.

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不过你的建议甚至更进一步,那就是你亲自去团队那里,亲自讲述这个故事。

Although your advice is even different, just like you actually go to the team working on it and and tell the story yourself.

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甚至不要让

Don't even let

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我想确保他们能直接从我这里听到这个故事,这样才不会有任何信息损耗。

I wanna make sure that they hear it from me directly so that there's no lossiness.

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你知道,在网络中我们有个概念叫数据包丢失,当你通过线缆发送数据包时,可能会出现数据包丢失,从而导致数据损失。

You know, like, we have this concept in networking called packet loss when the you know, you actually send packets over a wire and then you have a loss of packet, then then actually there's there's loss of data.

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就像你从自己到一线员工的叙事过程中,不希望出现数据包丢失,因为

Like, you don't wanna have packet loss in your storytelling from you to the person on the front line because

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这就像是直接的以太网五类线连接。

The direct Ethernet cat five connection.

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这只是一个直接的连接,你知道,这种连接不会出现数据包丢失。

This is just a direct connection, and, you know, there's no packet loss on this one.

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你必须确保信息能准确传达给目标受众。

Like, you you gotta make sure it gets to the intended audience.

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我认为原因在于,随着公司规模扩大,它们可能会与一线员工脱节。

And I think the reason for that is as companies get large, they can lose touch with the frontlines.

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每个人都能把业务的数学算得非常精准,但却未必总能保留住业务的灵魂。

Like, everyone gets really good with the math of the business, but they don't really always preserve the soul of the business.

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当你们和一线员工之间隔着七八层时,就会出现信息损耗,甚至从他们那里反馈回来的信息也会变得失真。

And there's a lossiness that happens because if you have seven, eight layers between you and the frontline, even the message that's coming back to you from them is actually getting lossy.

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所以你需要做的就是保持,正如之前提到的关于强度的说法,你也必须保持这种强度。

And so what you have to do is just preserve and I think what was said earlier about the intensity is the same way, which is you gotta preserve the intensity.

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你必须维护信息的神圣性,也要保持信息的清晰性,确保每个人都能清楚地了解我们正在走的方向。

You gotta preserve the sanctity of the message, and you gotta preserve the clarity of the message so that everyone is clear on the direction we're going down.

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如果你能保持清晰并对此方向保持动力,确保每个人都清楚需要做什么来执行,你就一定会成功。

And if you can stay clear and stay motivated about that direction and make sure that everyone's on the same page on what needs to be done to execute, you will have success.

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如果不能,你将不可避免地遭遇失败。

If not, you will actually have guaranteed failure.

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你如何在不被工作压垮、不必不断与每个团队会面并反复提醒他们这个故事的情况下,真正落实这一点呢?

How do you actually operationalize this without just, being overloaded with work and constantly having to, you know, meet with every team and remind them of the story?

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我认为首先你必须有清晰的思考,因为思想的清晰才会带来沟通的清晰。

The first thing I feel is you have to have very clear thinking because the clarity of thought is what brings clarity of communication.

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所以你需要花时间与团队一起,深入推敲你想做什么以及为什么要做。

So you have to spend the time with your team and sweating the details on what what it is that you wanna do and why you wanna do it.

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‘为什么’的背景信息总是容易被忽略,不断提醒人们它的重要性,并尽量减少组织最高层与最底层之间的信息不对称,这至关重要。顺便说一下,我是一名第十六节官员。

The context of why is so lost and constantly reminding people why it's important and having the least amount of asymmetry between the topmost layer in the organization and the bottommost layer is super now, by the way, you know, I'm a section sixteen officer.

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有些事情,比如在静默期,你就不能在这段时间内跟别人谈论。

There are certain things that, for example, you're in a quiet period, you can't go talk about to someone else during that time period.

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比如,这是不允许的。

Like, know, that's not allowed.

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然而,只要你被允许,尽可能多地提供背景信息,对你越有利。

However, the most amount of context that you can provide them in the way that you can because you're allowed to, the better off you are.

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而且始终要把人当成人来对待。

And always treat people like adults.

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你知道吗?

You know?

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我发现,进入企业环境后,人们往往提供的信息变得非常枯燥乏味。

Like, what I found is oftentimes when you go into corporate environments, like, people start becoming very sterile in the facts that they provide.

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有时候,直接说一句‘嘿’也没关系。

And sometimes it's okay to just say, hey.

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我们这里搞砸了。

We screwed up here.

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这真的很糟糕。

This was really bad.

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这并不是我想说的,事实上我发现这一点非常违反直觉,因为每本管理书籍都会告诉你相反的做法。

That's not meant to you know, like, one of the things that I found to be very counterintuitive because every management book that you read will tell you otherwise.

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他们怎么说的?

What do they say?

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公开表扬,私下批评。

Praise in public and criticize in private.

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我从根本上不同意这个观点。

I fundamentally disagree with that notion.

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我认为你需要在团队中建立足够的信任,这样你才能在公开场合坦率地提出批评和展开讨论。

I think what you have to do is establish enough trust among the team so that you are comfortable critiquing and debating in public.

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但在私下的时候,要把握机会去建立信任。

But when you're in private, take that moment to build the trust.

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因为如果你建立了这种信任,告诉他们你站在他们这边,并在公开场合营造出一种安全感,你就不会陷入装模作样的状态。

Because if you build that trust and you tell them that you've got their back and you create a level of safety there in public, you don't want to be in a mode of posturing.

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你应该处于解决问题的状态。

You want to be in a mode of problem solving.

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当你总是给人们敷衍的赞美,一切都显得完美无缺、戴着玫瑰色眼镜,所有仪表盘都显示绿色,但你的业务增长率却只有1.5%时。

When you're just giving people perfunctory compliments all the time and everything is just hunky dory, rose colored glasses great, all your dashboards look green, but you're growing the business at, one and a half percent.

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这里存在一种不对称性。

Like, there's there's an asymmetry there.

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出问题了。

Something's broken.

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你知道吗?

You know?

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我们在这里到底需要做些什么?

It's like, what do we need to do over here?

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所以我通常采用完全相反的做法。

And so what I tend to do is use the exact opposite approach.

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我倾向于在公开场合非常直接。

I tend to be very, very direct in public.

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你知道的,要尊重别人,但在公开场合要直接了当。

You know, be respectful, but be direct in public.

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这行不通。

This is not working.

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让我告诉你为什么行不通。

Let me tell you why it's not working.

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我们必须正视现实。

We gotta face the facts.

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然后在私下里要明确告诉别人,你站在他们这边。

And then be very, very kind of, clear with people that you got their back in private.

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在这方面别吝啬言辞,你知道,我觉得有时候人们在私下里对别人特别吝啬言辞。

And don't be stingy with words on that front, you know, because I feel like there are times when people are very stingy with words with people in private.

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在那边别吝啬言辞,也不要吝啬在公开场合提出批评,因为我认为我们必须确保一起解决问题。

You can't be stingy with words over there, and don't be don't be stingy with critique in public because I think people need to make sure that we're we're solving problems together.

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如果我们不知道自己在执行什么策略,不清楚接下来需要做什么,那我真的不确定我们是否在共同进步。

And if we don't know the play that we're executing, if we don't know the things that we're gonna need to do, then then I I'm not really certain if you're making collective progress.

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我认为,迟早这对你们双方都不会有满足感。

And I think it's not gonna be fulfilling to either you or the recipient at some point.

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那些赞美会显得空洞,因为你并非真心实意,你只是想把它夹在中间,就像本·霍洛维茨在《艰难时刻的艰难之事》中说的那样,你是在给对方吃一个‘屎三明治’。

And those those compliments will feel hollow because you didn't mean them, because you you you were trying to put it in between, you know, like Ben Horowitz says in the hard things about hard things that keep you have a shit sandwich.

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你先对某人说一些非常友善的话,然后再说一些不太友善的话,最后再补一句‘不’。

You say something really nice to someone, then you say something that's not really nice, and then you put no.

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直接把人当成人来对待。

Just treat people like adults.

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告诉他们事实。

Tell them the facts.

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注意你的语气。

Watch your tone.

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我仍然需要在这方面多加练习。

I still have to work on that.

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有时候我会变得非常激动。

There are times when I get very passionate.

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人们总觉得,你知道的,但要注意你的语气。

People think like, you know, but watch your tone.

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并且要明白,冲突是商业中必不可少的条件。

And make sure that you debate conflict is a necessary condition of business.

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但只有建立了信任,才能进行富有成效的冲突。

But the only way that you can have productive conflict is if you've established trust.

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而建立信任的唯一方法,就是花时间去真正建立这份信任。

And the only way that you can establish trust is by making sure that you spend the time to establish the trust.

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所以,花时间建立信任,然后专注于让最好的想法胜出,真正展开讨论。

So spend the time to establish the trust, but then focus on the best idea winning and actually having the debate.

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从这段经历中,你是否还学到了另一个教训?

Is there maybe one more lesson that you learned from this?

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或者,也许是你在担任这个职位之前希望早点知道的事情?

Or I guess it's something you wish you'd known before getting into this role.

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还有其他想到的吗?

Is there anything else that comes to mind?

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我是个应用开发者。

I was an apps guy.

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你知道的,我一直活跃在应用层。

You know, I've I operated in the apps layer.

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我在Box工作过。

I worked at box.

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即使在EMC的时候,我也在开发面向最终用户的应用。

And even when I was at EMC, I I was building apps that, you know, you build for the end user.

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基础设施是另一回事。

Infrastructure is a different game.

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我从基础设施中学到的是,你不一定能得到赞誉,但总是会背锅。

And the thing that I learned about infrastructure is you don't always get the glory, but you always get the blame.

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完美。

Perfect.

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你必须接受这样一个事实:你所做的工作,荣耀却属于别人。

And and you have to be comfortable with the fact that you are working in a way that other people get the glory.

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优秀的基础设施公司,那些运行在其上的应用公司才会获得赞誉。

Great infrastructure companies, the application companies get the glory when they're running on that infrastructure.

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你知道吗?

You know?

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因此,你在基础设施领域工作时,必须本能地以生态系统的成功为导向,而不仅仅是追求自身的成功。

And so you you have to be hardwired in infrastructure to orient on your ecosystem's success, not just your own success.

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这可能是我在思科学到的最鲜明的教训之一,当时我并没有完全理解,直到深入接触基础设施的细节时才恍然大悟。

And that is probably one of the lessons that I learned at Cisco in a very stark way, which I I didn't fully appreciate it until I got into the details of the infrastructure going, wow.

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如果这东西出问题了,你知道吗?今天早上,我们的基础设施又出故障了,我当时正和一家医疗机构在一起。

If this thing doesn't work you know, like we were every single time our infrastructure doesn't work this morning, I was with with a medical institution.

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今天早上我和一家医疗公司在一起,他们告诉我这些,还非常客气。

Was with a health care company this morning, and they were telling me that and they were very complimentary.

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他们感谢我们之间的合作。

They were thanking us on the partnership.

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我问他们,为什么你们要继续加大与我们的合作?

I I asked them, why do you why are you doubling down with us?

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他们说,因为基础设施一旦出问题,人就会死。

And they're like, because when the infrastructure doesn't work, people die.

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有人无法接受透析。

Someone doesn't get dialysis.

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有人无法进行手术。

Someone doesn't get a surgery done.

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我们必须确保与那些确保基础设施正常运行的人合作。

And we need to make sure that we're working with someone with the infrastructure is working.

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所以在那一刻,你不能太沉迷于自我欣赏,觉得‘我做了件多酷的事’。

And so I feel like at that point in time, you can't be navel gazing too much about look how cool you are because you did something.

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你必须立即把注意力转向客户和生态系统如何利用你的基础设施,以实现预期成果。

You have to just make sure that you're really immediately shifting your focus to what does the customer do and what does the ecosystem do with your infrastructure so that outcome is achieved?

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你必须非常注重成果导向。

And you have to get very outcome oriented.

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我觉得,我以前在理智上一直明白这一点,但直到我来到这里,才真正意识到这种思维转变有多么重要。

And I feel like that was something that I always intellectually knew, but I didn't fully realize it until I came here on how important of a mindset shift that is.

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你不是在谈论自己。

You are not talking about yourself.

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你在谈论系统正常运行。

You're talking about the system just working.

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不会有人过来对你说:嘿,吉图。

No one will come and tell you, hey, Jithu.

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谢谢你。

Thank you so much.

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我的网络今天正常运行了。

My network worked today.

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对吧?

Right?

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但一旦它无法运行,他们就会打电话给你说:你知道吗?

But the moment it doesn't work, they're gonna call you and say, you know what?

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我的网络出问题了,我的人没法工作,医院里的病人正在死去。

My network's not working and my people can't work and patients are dying in the hospital.

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我认为你必须对此感到自在。

And I think you just have to be comfortable with that.

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这个教训与你从思科首席执行官查克那里学到的教训如此直接地联系在一起,真是令人着迷——那就是不要期待赞美和认可。

It's so interesting how this how this lesson connects so directly to the lesson you learned from Chuck, the CEO of Cisco, which is don't don't expect the the praise and the credit.

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你需要对别人因你的工作而获得认可感到自在。

You need to be comfortable with other people getting credit for your work.

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没错。

That's right.

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顺便说一句,考虑到他在这里待了大约二十六、二十八年,这并不奇怪。

And by by by the way, it's not surprising given that he spent, like, I don't know, twenty six, twenty eight years over here.

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你知道吗?他已经被塑造得习惯于关注他人因你的工作部分而取得的成功。

Like, you know why that you know, the he's he's conditioned with the fact that he's focused on other people succeeding from it, from his his part of your work.

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你知道吧?

You know?

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这让人感觉,网络就像许多隐喻和类比一样,可以用来思考领导力和人生。

It feels like there's so many metaphors and corollaries to networking as a way to think about leadership and and living life.

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确实如此。

It really is.

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天啊。

Oh, man.

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我猜你们肯定有很多例子。

I bet you guys have all kinds of examples.

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我们真的应该花时间去梳理一下生活与网络之间的对应关系,这很有意义。

We we it's a it's a good exercise to actually go through and create the corollary of parallelism between life and networks.

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我在想,比如朋友的数量,邓巴数字,一个网络里最多能有多少个节点,才会开始变慢?

I'm thinking about just, like, how many friends like, Dunbar's number, like, how many notes can you have in a network before it starts to slow down?

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是的。

Yeah.

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对。

Yeah.

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也许是一百五十个?

Maybe a 150?

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天哪。

Oh, man.

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好吧。

Okay.

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不管怎样,我喜欢你思维活跃的样子。

Anyway, as I like that your mind's spinning.

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我在想,你到底能有多少个?

I'm thinking, like, how many can you have?

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我觉得肯定超过150个。

I think more than a 150 for sure.

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我还在想,英特尔的‘Intel Inside’策略真是高明,当时没人做过这种事。

I also was thinking about Intel the whole Intel Inside move was such a clever way to break through that where, you know, no one's had no Intel.

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所以他们到现在还贴着‘Intel Inside’的标签。

So they're just like, still have a sticker Intel Inside.

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顺便说一下,Lip Bu 是我非常要好的朋友。

And by the way, they are you know, Lip Bu is is a very dear friend.

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帕特·基辛格曾经是我在EMC时的导师。

Pat Gelsinger used to be my mentor at EMC.

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所以,这两个人都对整个行业产生了深远的影响,当你开始思考他们时,他们确实都处于那种状态。

And so both those people that have had such a profound contribution to that industry in general, like, when you start thinking about them, they are very, very much on that on that mode.

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如果你感觉跟每个人都像是朋友,我能理解你如何能聚集起这么一群非凡的人。

I could see how you pull together this insane collection of humans if you're just feels like you're just friends with everybody.

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我觉得人生苦短,没必要不这么做,我只和我觉得是好人的人做朋友。

I feel like it's life's too short not to be, and I'm only friends with people that I feel are good human beings.

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我尽量避免花时间在那些能量与我不合的人身上,不管他们多么成功,因为我觉得人生太短暂了。

Like, what I try not to do is I try to minimize my time no matter how successful they are with people whose energy I don't vibe with because I think life's too short.

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你知道的。

You know?

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在我看来,最让人反感的一件事是:我们每个人都有健康的自尊心。

And in my mind, one of the most off putting things is, look, all of us have a healthy ego.

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有时候,自尊会以不安全感的形式表现出来,你必须确保自己有足够的自我觉察,能意识到当自尊开始以破坏性的方式影响你的行为时。

There are times when ego gets manifested with insecurity, and you have to make sure that you're at least self aware enough to know when your ego is starting to take over your behavior in a way that's counterproductive.

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所有这些都很重要,但我认为特别重要的是,当你爱你身边的人时,生活会变得非常有趣。

And all of those things are super important, but what I think is extremely important is that you like, life is just fun to live when when you love the people you are around.

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我能岔开一下讲个故事吗?我来告诉你,我母亲两年前半去世了,但在那之前,她在医院病重了整整八周。

Can I digress for a second in this one story that I've so I'll I'll tell you the story that was so my mother was you know, she passed away two and a half years ago, but she was extremely sick in the hospital for, like, eight weeks before she passed away?

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我和我妈妈非常亲近。

And I was very close to my mom.

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她是我的一切。

Like, she was my my everything.

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你知道吗?

You know?

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而且我是独生子,我的童年过得很艰难。

And and your only child, I grew up with a rough childhood.

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我父亲是个高风险的骗子,就像伯尼·麦道夫那样。

I had to you know, my dad was a high stakes kind of con man like Bernie Madoff.

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我不想沾上那一套。

I didn't wanna be any part of that.

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所以我其实已经离开了印度,来到这里,还没见过他。

So I'd actually left India, come over here, hadn't gone I hadn't seen him.

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所以他一直对我的妈妈很 abusive。

And so he was very abusive to my mom.

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所以发生过很多这样的事情。

So, like, there was a bunch of that that had happened.

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因此,我的童年早期非常艰难,我和她在这段时期建立了非常深厚的情感纽带。

And so we had had a very, you know, kind of difficult early childhood life for me, and her and I had bonded during that that time very, very you know, at a very deep level.

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当她来到美国时,她一直想要有自己的房子,但其实住得离我很近。

And so when she came came to America, you know, we kind of she always wanted to have her own place, but she kind of lived very close by.

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她在情感上和各方面都非常依赖我。

She was very dependent on me on you know, emotionally and in every way.

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所以我几乎成了她的父母。

And so I had almost become a parent to her.

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在最后的八周里,情况完全颠倒了。

And at the last eight weeks, things flipped.

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而她又重新扮演起了母亲的角色。

And she was she became a parent again.

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所以我们逐渐接近了她生命即将终结的时刻。

And so we were, you know, kind of we were getting to the point where she was ending her journey.

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凌晨一点,我坐在医院她的病床边。

And I was sitting, like, one in the morning at the at the bedside by her in the hospital.

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当时我就住在医院里,她睡着了,我却泪如雨下。

I was living in the hospital at the time, and she was sleeping, and I was just crying profusely.

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她醒了过来,知道我为什么哭,因为她知道自己即将离世。

And she wakes up, and she knows why I'm crying because she's gonna be gone soon.

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她看着我,莱尼,一脸困惑。

And she looks at me, Lenny, and she's, like, all perplexed.

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她说:‘我根本不知道你这么爱我。’

And she's like, I had no idea that you loved me so much.

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顺便说一句,这对我来说简直是最不可思议的话,因为我在心里想:‘妈妈,你在说什么啊?’

Now by the way, this is, like, the most abnormal thing for me to hear because I'm like, what are you talking about, mom?

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我是说,你是我生命中最重要的几个人之一,我所做的一切都是为了确保我妈妈过得好。

Like, I, like, you're you're one of the most important people in my life, and I was like, everything that I did was to make sure that my mom was okay.

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为什么她会有这样的感受呢?

Why did I why did it feel that way to her?

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因为她不了解我的想法。

Because she didn't know how I was thinking.

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这种‘别人并不知道你内心在想什么’的观念非常重要,我从中学到的最大教训就是:不要吝啬表达。

And that kind of notion of people don't know what's going on in your mind is so important that my biggest lesson from that was don't be stingy with words.

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就连我母亲这样最了解我的人,都不知道我有多爱她。

Because even my mother that knows me inside and out didn't know how much I loved her.

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在商业世界里,如果你不明确表达,别人根本不可能知道你的感受。

That there's no chance that people in the business world are gonna know how you feel if you're not explicit with them.

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所以我现在对人非常坦率。

And so I'm actually very clear with people.

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当我发现某人值得肯定时,我会明确告诉他们他们对我有多重要,因为我确实能从这种表达中获得很多能量。

When I find them and when I find them rewarding, I let them know how much they mean because I genuinely find a lot of energy coming out of that.

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我们的朋友圈一直在不断扩大。

And we the circle of friends just keeps getting bigger and bigger and bigger.

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我发现这真的是人生中一件特别有回报的事情。

And I've I've found that to be, like, a super rewarding thing in life.

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你说得对。

And and you're right.

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参加人工智能峰会的大多数人都是我亲密的朋友。

Most of the people that were at the AI summit are are dear friends.

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你知道的吗?

You know?

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这难道不是一种更好的生活方式吗?

And isn't that the just a better way to live life?

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我想我们已经揭开了你成功的秘密之一:那就是明确表达你的感受,让他们看到你欣赏他们,清楚地让他们知道你重视他们,而很多人并不这么做。

I've I think we've uncovered one of the secrets of your success, which is just tell people how you feel and help them see that you appreciate them, make it clear that you appreciate them, that you value them, which is a lot of people don't do.

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他们只是想当然地以为对方知道他们喜欢你。

They just kind of assume they know that, you know, that they like you.

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别假装。

And don't make it fake.

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别假装。

And don't make it fake.

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别假装。

Don't make it fake.

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你知道的?

You know?

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如果你不爱一个人,就不要对她说你爱她。

If you don't love someone, don't tell them you love them.

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这其实是我另外一点体会。

It's like that's the other thing that I have.

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这太有趣了。

It's so interesting.

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我们刚刚为我岳母做了一个小采访,是给我们儿子的,让他长大后能看。

I just we just did a little interview kind of thing with my mother-in-law meant for our son, just like for him to have when he's older.

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他们只是采访了她,让她讲自己的故事,最后问她:有什么想对朱德(他儿子的名字)说的,希望他能从你身上学到的教训。

They just like interviewed her about her story and stuff, they asked her at the end of it, what's something you want Jude, which is his name, know, a lesson to learn from you.

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就是,如果你爱一个人,就要尽可能多地告诉他们你爱他们。

And it's to just if you love someone, tell them you love them as much as you can.

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是的。

Yeah.

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这太对了。

That's so true.

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你做这些事情时总是如此用心。

You're so intentional about the way in which you do these things.

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我希望我也能这么做,现在想想,我确实应该现在就开始。

I wish I'd done, like, I should do that now now that I think about it.

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比如,给我女儿录一个只属于她的播客,等她长大后才能听。

Like, you're a podcast for my daughter that's only for her when she gets older.

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我会把这些发给你。

I'll send you these.

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这个团体就是这样做的。

This group, they do this.

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我觉得他们在湾区,但太了不起了。

I think they're in the Bay Area, but it's incredible.

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这简直像一部完整的纪录片,他们会采访你,拍下你生活的一些片段,然后制作一部完整的纪录片。

It's, like, a whole documentary thing where they interview you, film all your life for a little bit, and then make a whole documentary.

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哦,真的吗?

Oh, really?

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哇,真的啊。

Oh, wow.

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我其实很想要这样的经历。

I'd love that actually.

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是的。

Yes.

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天啊。

Oh, man.

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他们现在会获得大量业务。

They're gonna get a lot of business right now.

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就是这样。

There you go.

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让我

Let

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最后,我想问你关于你个人经历的问题。

me end end with a question around just your journey.

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如今,你领导着一家拥有九万名员工的公司。

So today, you lead product at a a 90,000 person company.

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你管理着三万名员工。

You manage 30,000 people.

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正如你所说,你从小在印度孟买长大,远离硅谷。

Like you said, you you grew up in in India and Bombay, very far outside Silicon Valley.

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今天听到这些的人,很多都和你处境相似。

A lot of people hearing this today are kind of in a similar boat.

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他们远远偏离了硅谷。

They're way outside of the valley.

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他们可能根本不知道如何进入这个行业,也没有太多机会,但他们看到像你这样的人,就把这当成自己的梦想。

They're they're maybe don't have a lot of obvious way to break in to they don't have a lot of opportunity, and they see someone like you, and that's their dream.

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对于现在处于这种境地的人,你有什么建议?

What would your advice be to someone in in that place right now?

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你选择的平台以及你所解决的问题的质量,实际上决定了你成功之路的很大一部分。

The platform that you choose and the quality of problems that you pick to solve actually determine a lot of the path of success for you.

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通常来说,难题更容易取得成功,因为越难的问题越能吸引优秀的人才来解决,而商业是一场团队运动。

And typically, like, problems have a higher likelihood of success because the harder problems are the ones that attract better people to that problem, and business is a team sport.

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如果你能吸引人才来解决那些困难且重要的问题,你就能组建最优秀的团队。

And if you attract people to the problems that are hard and important enough to solve, then then you get the best team.

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当你拥有最优秀的团队时,你成功的几率就会呈指数级增长。

And when you get the best team, your odds of winning just go up exponentially.

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所以大多数人认为,我要去找一个足够简单的问题来解决。

So most people think I'm gonna go out and pick a easy enough problem to solve.

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你不可能靠开一家柠檬水摊就吸引到最顶尖的团队。

And it's like, you don't get the best team attracted to you to start up a lemonade stand.

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这是一份非常重要的工作,但可能并不是能吸引顶尖人才加入你的那件事。

Very important job, but that might not be the thing that actually gets the best team to come to you.

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但如果你选择一个足够困难的问题去解决,你就能吸引到最顶尖的团队。

But if you actually pick a hard enough problem to solve, you'll get the best team to come.

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所以这是第一点。

So that's one.

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第二点,我认为生活中很多东西都是可以学习和教授的。

Number two, I'd say that you can teach and learn a lot of things in life.

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我觉得饥饿感是学不会的,也无法被传授。

I don't think you can learn hunger, or you can't teach hunger.

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所以找到你内心真正渴望的东西,并确保你努力去追求那个领域。

So find what you're intrinsically hungry about and make sure that you try to pursue that area.

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这和对某件事的激情是不同的。

And that's different from passion about something.

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在你做的每一件事中,你都必须明白一个规律:工作中有30%的事情是你根本不喜欢的。

It's like, in everything that you do in work, you have to just understand the formula that there's gonna be 30% of the stuff that you do at work that you're just gonna hate.

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你得习惯那些你讨厌但又不得不做的事情。

And you have to get used to things that you hate that you have to do.

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你知道的。

You know?

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但你要找到真正让你渴望投入的事情,让你每天都想来上班,因为这份使命值得你付出所有的精力。

But for the but find something that you're really hungry about that makes you wanna come in to work every day because the mission is worth the expenditure of of energy that you're you're you're putting into it.

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我来跟你讲个故事,我很久没去印度了。

And I'll leave you with a story which was, like, I'd I hadn't gone to India in a long time.

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我离开印度后,就再也没有回去过。

When I left India, I didn't go back.

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我1991年离开,直到2017年才真正意义上再次回去。

I left in '91, and I hadn't gone back in any kind of meaningful way until 2017.

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因为童年经历的种种创伤,不知为何,我一直没回去。

You know, because of all the trauma and childhood, I was like, you know, I was, for whatever reason, I hadn't gone back.

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我带着女儿去了阿格拉参观泰姬陵,我们去了那里。

I I took my daughter, we went to Agra to see the Taj Mahal, and we went there.

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那里有个导游。

And there was this tour guide.

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他叫拉吉。

His name was Raj.

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这位导游对他的产品——泰姬陵游览——了解得非常透彻。

And this tour guide was like, he understood so much about the product that he was selling, which was the tour of the Taj Mahal.

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我不知道他是不是在编故事,但听起来特别精彩,而且他看起来真的非常投入。

I don't know if he was making this shit up or not, but it sounded really good, and he seemed like he was kind of really on it.

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但当我们往回走的时候,周围都是人,他却开始跟不同的人攀谈,还切换成各种语言。

But when we were walking back, it's all these people, and he would just start talking to them, and he'd bust out in different languages.

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他跟一个人说德语,跟另一个人说法语,再跟一个人说西班牙语,又跟一个人说印地语,你懂的?

He'd talk to someone in German, talk to someone in French, someone in Spanish, someone in Hindi, someone in you know?

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然后他突然用中文说了几句,那一刻我有点愣住了。

And at some point in time in Mandarin, and so at some point in time, I kinda stumped.

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老兄,你会说几种语言?

Dude, how many languages do you speak?

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他回答说:哦,我会说大概十二种、十四种,或者一些荒谬的数字。

He's like, oh, I speak, like, I don't know, 12 or 14 or some ridiculous number.

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但我每年都会努力学一门新语言。

But I try to learn a new language every year.

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我问他:为什么呢?

I'm like, oh, why is that?

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他说:我只是想尊重来这里的人,不假设他们会说我知道的语言。

And he goes, well, I just wanna honor the people that come here and not be presumptuous that they will speak in a language that I know.

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我想用他们的语言交流。

I wanna speak in their language.

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我当时在Box公司工作,心里想着。

And I'm thinking to myself, I was at Box at the time.

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我觉得这个人比管理层的每个人都聪明,可能也和我们所有的销售员一样聪明,但他每天只赚10美元。

I'm like, this guy is smarter than every person on the executive team and probably just as smart as every salesperson we have, but he's making $10 a day.

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我们所有人都享受着如此精彩的生活,这是因为我们能接触到这个平台,而他却不能。

And all of us are enjoying this amazing life, and it's because we have access to a platform and he doesn't.

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所以当人们开始混淆生活,认为我所拥有的一切都源于我卓越的能力时,我总会对此提出质疑,因为这件事中充满了运气。

So when people start confusing life thinking that everything that I've earned is because of my amazing abilities, I always kinda question that because there's a lot of luck in this thing.

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但当运气来临时,一定要做好充分准备去抓住它,并确保你选择的平台能真正为你提供跳板,因为平台真的很重要。

But when luck does present itself, be extremely prepared to capitalize on it and make sure that you pick the platform that can actually give you that springboard because platforms really matter.

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比如,我拥有美国的教育平台、科技行业的优势、优秀的朋友和导师,所有这些都创造了复利价值。

And if we like, I had the platform and benefit of America of education, of of being in in tech, of having great friends and mentors, All of those things created compounding value.

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对吧?

Right?

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但我和你一样,是有意识地去寻找这些平台的。

But you we I intentionally sought out those platforms.

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去寻找平台吧。

Seek out the platform.

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要极度专注地做好准备,别变得思想懒惰。

Be obsessed about being extremely prepared, and don't be intellectually lazy.

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懒惰不是一种好品质。

Laziness is not a good trait.

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所以要做必要的准备。

So do the preparation that's needed.

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然后,在你努力的过程中,确保围绕你建立一个关心你成功的人际圈,我认为这样生活会更有趣,而不是独自一人像孤狼一样行动。

And then, you know, just make sure that during that time period that you're doing, if you build a community around you of people that are vested in your success, I think it's just is just a more fun way to live it rather than being the lone wolf that's going out by themselves.

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因此,我总是觉得,你要学会表达和沟通,不要把整个世界的负担都扛在自己肩上,而是要与身边的人分担。

And that's why I always feel like making sure that you are expressive and communicative and don't try to carry the entire world's burden on your shoulders, but actually share it with people with you.

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那些你与之分享的人,其实很感激你愿意与他们分担。

The people that you share it with actually appreciate that you're sharing it with them.

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世界上大多数人都乐于助人。

And most people in the world love to help.

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所以,去寻求帮助吧,但要确保这种帮助不是交易性的。

So ask for the help, but make sure that that help is not transactional.

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不要只在你需要帮助的时候才去找他们。

And don't just go to them when you need something.

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