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我现在要念一句最硬核的话给你听。
I'm gonna read you the most alpha sentence possible here.
幼儿园的孩子必须爬一座40英尺高的岩壁,还要通过一项接受严厉批评却不许哭的测试。
Kindergartners must climb a 40 foot rock wall and pass a receive critical feedback without crying test.
没错。
Right.
现在是五岁孩子最好的时代。
This is the best time in history to be a five year old.
说清楚点。
Explain.
说吧。
Go.
我先夸你几句。
Well, I'm gonna flatter you for a second.
最简单的一点就是,我希望我家附近就有这么一所Alpha学校,好让我把孩子送过去。
So the easiest one is I wish there was Alpha School near me so I could send my kids to it.
我本人就有个上幼儿园的孩子,这地方简直太合适了。
I actually have a kindergartener, so that would be perfect.
不过你有个特别精彩的故事。
But you have this really amazing story.
这个故事我和萨姆在播客里经常讲,因为听起来就像一部电影。
It's kind of the story that me and Sam like to tell on this podcast because it sounds like a movie.
你面前这位是个神秘的亿万富翁。
Here you've got this sort of secretive billionaire.
对吧?
Right?
这人二十多岁就退了学,自己摸索出了路子。
This guy who in his twenties drops out of college, figures things out.
27岁就上了《福布斯》封面,创办了多家价值数十亿美元的公司,然后就消失了整整二十年。
You're on the cover of Forbes magazine when you're 27 years old, and you built multiple huge companies, multibillion dollar companies, and then you disappear for, like, twenty years.
之后再也没人听到他的消息。
Nobody hears about you.
你一直避着公众视线。
You stay out of the public limelight.
你不像我们这样,上播客到处吹自己有多厉害。
You're not out there like us talking on podcasts and saying how great you are.
然后你拿出十亿美元的个人资金,投到教育改革里。
And then you take a billion dollars of your own money and you use it to try to reinvest education.
现在你又回来了。
Now you're back.
是的。
Yeah.
2005年我结婚了,那也是播客刚兴起的第一年。
So in 2005, I got married, which was also the first year of podcasting.
我当时在斯坦福做过一个播客。
I did a podcast actually at Stanford.
那是我最后一个播客。
That was my last one.
然后我就沉寂了二十年。
And then I went silent for twenty years.
现在,我最小的女儿马上就要上大学了。
And then now my youngest daughter is about to go to college.
所以我又重新出发了。
And so now I'm back on the road.
对吧?
Right?
我又回到了聚光灯下,希望在Alpha,我能继续为教育改革努力接下来的二十年。
I'm back in the limelight, and I hopefully at Alpha will be doing it for the next twenty years to fix education.
我们不如从头说起吧?
Why don't we start at the the start there?
你当时有了Trilogy的构想,就退学了。
So you have this idea for Trilogy, and you're you drop out of college.
其实,在高中时,我就写过一篇关于人工智能的论文。
Actually in high school, I wrote a paper about AI.
所以其实我在高中的时候就在写一篇关于人工智能的论文。
And so really in high school, I was writing a paper on AI.
其中有一段说,神经网络还得几十年才能实现。
One of the paragraphs said neural nets are decades away.
后来我去了斯坦福,在课堂上遇到了专家系统之父,费格·巴夫特教授。
I then went to Stanford and I was in class with the father of expert systems at AI, professor Feige Buffett.
于是我和朋友们商量,不能再继续上西班牙语课了。
So my buddies and I, you know, were like, we can't sit in Spanish class anymore.
我们就退学了。
So we dropped out.
那时候,这事儿可不常见。
You know, back then it was rare.
父母当然不高兴。
And so the parents are not excited.
我爸爸 famously 说:‘你真是个傻瓜。'
My dad famously said, you're a moron.
后来我们创办了 Trilogy,这成了我们的成名作。九十年代的时候,它是第一款销售额达到十亿美元的 AI 产品。
And then we built Trilogy, and our claim to fame actually in the nineties, it was the first AI product to sell a billion dollars.
你是在退学的时候就有了这个想法,还是退学之后才说,咱们在白板前 brainstorm 一下,想个点子?
Did you have the idea when you dropped out, or you drop out and just say, let's come up with a whiteboard.
咱们想个点子。
Let's come up with an I the idea.
不是。
No.
我们当时有个想法,就是可以做一个叫配置器的产品,因为专家系统能解决一系列问题。
That we we had the idea, which was you could build this product called the configurator, which was expert systems had a range of things that they could solve.
配置器是专家系统从七十年代末就开始尝试解决的一个领域。
Configurator was one of the domains that they've been trying to solve since late seventies, basically.
到了八十年代末,我就觉得,哦,我们肯定能搞定这个。
And, you know, by the late eighties, I was like, oh, we can totally do this.
我试着去搞清楚Trilogy这家公司到底是做什么的,因为有一段时间你们旗下拥有好多不同的产品。
I tried to figure out what Trilogy did because at one point, you guys owned so many different products.
我觉得你们当时拥有很多不同的公司。
I think you owned a bunch of different companies.
我当时一直在琢磨,是不是像航空公司要买零件来组装飞机,你们做的软件能帮他们算清楚需要多少零部件,比如多少个座椅,然后据此向制造商下单?
And I was trying to figure out and I was like, is it sort of like if an airline needs to like buy parts to build an airplane, you're you built software that would help them decide how many bits and pieces for each like how many seats they need, therefore, what they should order from the manufacturer.
我理解得对吗?
Was that right?
我们公司最早推出的产品就是一个配置器。
The first product we had that started the company was a configurator.
你可以想象一下,就像在汽车官网或者戴尔电脑网站上自定义你的电脑那样。
Just think of a configurator on, like, you know, a car website or Dell computer where you're configuring your computer.
但想象一下,如果这个过程复杂一百万倍,比如一个房间那么大的电话交换机,或者一架波音飞机,还有当年的大型主机和复杂的制造系统。那时候的问题是,销售代表在外面跑业务,签单的时候根本搞不清楚这些复杂产品的具体配置。
Now just imagine it if it's a million times more complicated, which is a room sized phone switch or a Boeing airplane or, you know, back then, main brain computers, you know, big manufacturing systems that the problem back then is reps would be out in the field selling these complicated products.
等他们把订单送到生产线,才发现根本没法生产。
And then what would happen is they'd get to the manufacturing line and the manufacturing line didn't build that.
那是个无法实现的配置。
It was an unbuildable configuration.
能把这些关于正确配置的知识,交给成千上万的销售代表,让他们卖出去的都是准确的方案,这样每天就能帮财富500强企业省下数百万美元。
And so being able to take that knowledge of how, what is a correct configuration, put it in your thousands of sales reps' hands so they would sell accurate configurations would save millions of dollars a day to the Fortune 500.
所以我们直接找上了所有财富500强的制造企业,跟他们说:你们因为这个问题每年损失几十亿美元,我们把这个难题放进一个销售配置工具里,让你们的销售代表能轻松做出正确的方案,你们只要付我们几千万、上亿美元就行。
So we just found all the Fortune 500 manufacturing companies and said, we can take what all this huge problem is costing you just 8 zillion dollars, put it in this sales builder, which your sales reps would be able to build correct configurations, and then you'd pay us millions and millions of dollars for it.
这就是我们的第一个产品。
And so that was our first product.
公司就是靠这个起步的,也是第一个帮我们实现十亿美元营收的产品。
And that's what launched the company, and that was the first one that, you know, drove the billion dollars revenue.
那时候你才二十岁出头吧?
And you're at the time, you're only, what, 20, 21 years old.
你居然说,这事儿就这么简单?
You're saying, like, how simple?
我们就直接去了财富百强企业,上门敲门。
We just went to the Fortune one hundred, knocked on the door.
他们二话不说,直接给了我们几百万美元。
They handed us the millions of dollars.
哔哔,波波。
Beep, bop, bop.
是的。
Yeah.
对。
Yeah.
但他怎么就没意识到这事儿会这么简单呢?
But he bit how how easy it gonna be?
那你当时实际做这件事的时候,是个什么情况?
So what what was it actually like when you were doing that?
我的意思是,你一开始就很懂行吗?
I mean, were you just, like, really savvy early on?
还是说你一开始也犯了不少傻错,后来才慢慢弄明白的?
Were you making dumb mistakes but figuring it out?
你能带我们回溯一下那时候吗?
Can you take us back?
是的。
Yeah.
嗯,如果你想知道详细经过,2005年我曾在斯坦福做过一场演讲,讲的是:像我们这样干,简直是蠢到家了,但你还是得试一试——因为大企业根本不会从一个辍学的大学生手里买产品。
Well, there's there is, you know, for if you want the long form, there's that two there's a 2,005 podcast where I was presenting to Stanford about why, if you're doing what we're doing, it's the dumbest thing you could do, but you gotta try it anyway, which is no, the Fortune 500 does not wanna buy from a kid dropping out of college.
没错。
Right.
我们过得特别艰难。
And we lived painfully.
花了三年半时间,但反过来讲,只要你做出一个能让财富500强企业真正省下几亿美金的产品,他们最终还是会买,因为他们别无选择。
It took three and a half years, but the flip side to it, if you ever build a product that the Fortune five hundred wants and it saves them, you know, hundreds of millions of dollars, they will buy it from you because they have no other choice.
我们经历过好几次销售周期,他们一开始会去谈安达信,或者找甲骨文这类大公司来解决这个问题。
We went into multiple sales cycles where, you know, they'd go in and at the end of it, they'd be like, oh, we're gonna go hire back then Anderson Consulting, or we're gonna call, you know, one of these Oracle to to solve this problem.
可等那些大公司搞不定的时候,他们又会回来找我们。
And when those companies couldn't solve it, they would come back to us.
在九十年代,我们的软件是市场上最贵的,定价高得离谱,因为我们心里清楚:除非他们实在没招了,否则根本不会找我们。
We were the most expensive software you could buy in the nineties because we also had super high pricing because we're like, they're not gonna buy from us unless they have to.
我们知道这东西值几亿美元。
And we know it's worth hundreds of millions of dollars.
对吧?
Right?
在他们眼里,我们是最后的选择。
We are their last choice on the list.
当你不得不跟我们打交道的时候,
And when you're like, okay, we gotta deal with these guys.
那就再好不过了。
Then you're like, great.
我会收你一大笔钱,因为你别无选择。
I'm gonna charge you lots of money because you have no other choice on the
这可不像个年轻人该有的想法。
Well, that's not that's not a very young kid mentality.
每次我读到关于你的事,都特别欣赏你这种自信。
Every time that I've read about you, you've had this confidence that I love.
而且你描述的这些,作为一个年轻人来说,真是特别有魄力。
And it seems like even what you're describing is a very confident move for a very young person to make.
说到这个,得提一下背景:杰克·韦尔奇曾是通用电气的CEO,我爸爸是做战略规划的。
And back to, there's some background that helps on that is Jack Welch, was CEO of GE, my dad was a strategic planner.
所以我从小就在通用电气的文化里长大。
And so I grew up in that GE culture.
我记得小时候跟爸爸说:天啊,那不就是电视吗?
And I remember telling my dad, I was like, God, that's just TV.
你们公司做的唯一有点酷的东西就是电视。
They're like the only cool thing you guys make.
他却说:来,咱们聊聊CT扫描仪和普通电视的毛利差别。
And he's like, oh, let's talk about the gross margin of a cat scanner versus a tea commodity TV.
所以从很小的时候,我就在学这些事。
And so I was learning all of that from, you know, a young age.
等我准备创业的时候,这些经历让我很清楚ROI,知道我卖的不是产品,是价值。
And so that helped when I was ready to start my business that I understood ROI and, you know, that I was going to be selling value and all of those things.
但我后来想,我要做最棒的产品经理,把这两者结合起来。
But then I took that and said, I'm gonna be the best product manager, and I'm gonna put the two together.
我觉得现在做Alpha,很大程度上就是在做这件事。
And I actually think today with Alpha, that's a lot of what I'm doing.
就是把产品管理和市场推广结合起来,想想看,如果把这两部分融合,教育会变成什么样?
It's just taking the product management part and the go to market business part and saying, if you took those two things, how would you change education?
你能稍微解释一下吗?
Could you put some things in perspective?
我以前住在奥斯汀,我几个最好的朋友都是那儿的。
So I used to live in Austin and a bunch of my best friends are Austinites.
有一阵子,我不确定你知不知道,Shaan,我觉得Trilogy当时是奥斯汀最大或者前三大的雇主。
And at one point, I don't know if you know this, Shaan, I think at one point, Trilogy was the largest or a top three largest employer of folks in Austin.
你们的增长简直快得惊人。
And like your growth was like astronomical.
我的意思是,你们才发展了五六年,年收入就已经达到几亿美元了。
I mean, I think that you're doing hundreds of millions in revenue and only like five or six years in.
能稍微炫耀一下吗?
Can you sort of brag for a moment?
你们发展得有多大、多快?
How big and how fast did you get?
嗯,我们退学之后,花了大概三年半的时间才真正做出产品,并说服别人来买。
Well, so once we had it took us, you know, we dropped out.
嗯,我们退学之后,花了大概三年半的时间才真正做出产品,并说服别人来买。
It took three and a half years to actually build the product and convince anybody to buy it.
但就在他们开始收购的时候,硅谷图形公司买了,惠普买了,AT&T也买了,IBM也买了。
But then as soon as they started to buy, Silicon Graphics bought it, Hewlett Packard bought it, AT and T, IBM.
对吧?
Right?
就这样,我们开始大规模地渗透进那些最大的公司。
It just we started to roll through the biggest companies with, you know, massively,
你
you
你知道,定价很高。
know, high pricing.
在这档节目里,我们花了好几个小时采访了当今一些最顶尖的投资者。
On this show, we have spent hours talking to some of the best investors alive.
幸运的是,HubSpot 团队把最重要的那些原则提炼出来,整理成了一本简单易读的财富指南。
Well, lucky for you, the team at HubSpot, they have pulled out the principles that matter most and turned it into a very simple, easy to read wealth guide.
里面汇集了顶级投资者的35条核心原则。
It's 35 principles from the top investors.
我们说的都是像霍华德·马克斯、曼ish·帕尔·布雷、摩根·豪塞尔、凯茜·伍德这样的大咖,还有好多其他人。
We're talking guys who have been on the pod like Howard Marks, Manish Parr Bray, Morgan Housel, Kathy Wood, and a ton others.
这些都是他们的思维框架、认知模型和行动准则,说白了就是怎么长期布局、怎么避免破产。
So these are all their frameworks, their mental models, their rules, basically how to play the long game and how to avoid ruin.
你可以在下面的链接里获取。
You can get it in the link below.
你知道,那时候我们在奥斯汀,那里根本没有多少软件工程师。
Know, we were in Austin where they didn't have lots of software engineering back then.
所以我们招了两千名常春藤盟校的毕业生,比如麻省理工和斯坦福的,把他们全都带到奥斯汀。
And so we hired 2,000 Ivy League graduates, you know, MIT and Stanford and brought them to Austin.
在九十年代,我们最自豪的就是,如果你去问微软,问比尔·盖茨,哪家公司从校园里挖人比我们还厉害。
So our claim to fame to the nineties was if you ask Microsoft, you know, Bill Gates, who's the only company who out recruits us out of college.
对吧?
Right?
他们当时的招聘主力就是我们。
They were their PE.
那时候,微软能拿下90%的应届毕业生。
So Microsoft would win 90% of college graduates back then.
但我们跟他们比,拿下了70%。
And we against them won 70%.
比尔·盖茨甚至专门飞到奥斯汀,想搞清楚我们为什么能抢到最好的毕业生。
Bill Gates literally flew down to Austin to figure out why we were getting the best graduates.
这也说明他有多较真——我们吃饭的时候,他居然逐个翻看我们发过offer的每一名学生。
And this is also how intense, you know, he was is we're at dinner and he's literally going through every single person that we had made an offer to.
你看,当时我们给弗雷德开的是四万八千美元,但我们反过来琢磨了你们是怎么招人的。
You know, here's Fred here and you're offering him back then, you know, dollars 48,000, you know, and we've sort of reverse engineered how you guys hump.
你知道吧。
You know?
我们觉得他值三万八千美元。
And we think he's like a $38,000 guy.
你知道吧。
You know?
你们到底看中了他哪方面的技术能力?
Why what was his technical capability that you you really liked?
我的意思是,他分析得细致到令人惊讶。
I mean, it was crazy the level of detail he went through.
对吧。
Right?
因为那时候人才争夺战真的很激烈。
Because he it was it was a fight for talent.
如果你要招人才,那就得找最顶尖的。
And if you're getting talent, you gotta get the best people.
那顿晚餐上,比尔·盖茨说了什么,你是怎么回应的?
What was your response to Bill Gates during that dinner?
不,不是那样的。
Well, no.
当时是这样。
It was
就是啊。
just Yeah.
他到底说了什么?
What what did he say?
听好了,比尔。
Well, listen, Bill.
事情是这么办的。
Here's here's how you do it.
那你当时怎么说的?
Well What did you say?
当时他是这么说的:我会亲自打电话。
Well, what it was, he's like, I will call.
他说,等离开之后,他会给每一个拿到Trilogy和微软offer的候选人亲自打电话。
He's like, after leaving, he's like, I'm gonna call every single candidate who has a Trilogy offer and a Microsoft offer, and I'm personally gonna call them.
我就跟他说,比尔,我比你更需要这些候选人。
And I'm like, I need the candidates more than you do, Bill.
我跟你说,这事我得往上提一提。
And I you this is just I'll just escalate.
我得往上提一提。
I'll just escalate.
我带他们去滑雪,安排一个礼拜的滑雪旅行。
I'll bring them on a trip, and we'll we'll do a a week ski trip.
然后我会问他们:你上一次跟比尔·盖茨谈话,是什么时候?
And I'll ask them, how was the last time you'll ever talk to Bill Gates?
你知道,那事儿后来怎么称呼的?
You know, how was that called?
因为他以后根本没时间再跟你说话了,他手下有成千上万的员工。
Because he's never gonna have time to talk to you again because he's got thousands of employees.
但他们确实这么做了。
And so but they did.
九十年代的时候,不管是鲍尔默、盖茨,还是总统办公室的另一位高管迈克·梅普尔,这三个人都会亲自给我们的候选人打电话,我们这边就一直跟他们较劲,不断升级。
For the period in nineties, right, a would have you know, whether it was, Ballmer, Gates, or Mike Maple, the other third in the office of the president, those three would call all our candidates, and we would just continue to fight, and it was escalate.
对吧?
Right?
其实是我们更需要他们,而不是他们需要我们。
It's just we needed them more than they did.
这正是我想向你请教的一点,因为现在跟你聊天,你给人的感觉特别随和、好相处。
This is one thing I wanted to learn from you because, you know, when we're talking to you right now, you seem like a friendly, nice guy.
你知道的。
You know?
你看起来就是个很普通的家伙,但你身上确实有种大多数人没有的劲头。
Like, you seem like a normal normal dude, but you you definitely have a gear that that most people don't have.
你能说说这种额外的劲头吗?就是某种意义上的胆识或专注力?
Can you talk about that that extra gear, which is some version of boldness or intensity?
你定了目标,就会不计一切代价去实现它。
You set out, you have a goal, and you just do whatever it takes to achieve the goal.
为了达成目标,再苦再累你都愿意干。
And there's no amount of work you wouldn't do to hit the goal.
就像这样。
Just like this.
我非得拿这个招聘奖不可。
I have to win the recruiting award.
我必须赢。
I'd have to win.
如果我不打败微软,抢到最顶尖的人才,公司就完了。
I have to be if I don't beat Microsoft and get the best talent, my company's doomed.
所以不管需要付出什么代价。
And so whatever it would take.
对吧?
Right?
我觉得确实如此。
And I think that's true.
你知道,不管你想做什么,都得有那种状态。我很幸运,找到了真正热爱的工作。
You know, for everything that you wanna do, you just have to have and back to that gear, I had been lucky enough that I do find what I love to work on.
我特别喜欢九十年代做东西的感觉。
So I love build the stuff in the nineties.
对吧?
Right?
那真是棒极了。
And it was awesome.
所以我每分每秒都乐在其中。
And so I was loving every minute of it.
你知道吗,看看我现在做的教育工作,我觉得这是我这辈子最好的工作了。
And, you know, if I look at what I'm doing with education right now, I have the best job in the world.
我每天二十四小时都在搞教育,只要能解决这个问题,让十亿人用上,我们什么都愿意去试。
So I'm working seven by 24, you know, on education, and there's nothing that we won't go do to figure out how to go fix this and get this to a billion people.
说到创业者,他们都有那种劲头。
And I think just back to entrepreneurs, they have that gear.
对吧?
Right?
比尔·盖茨也有这种劲头。
And Bill Gates has that gear.
你知道吗,现在世界上最棒的广告就是埃隆。
You know, today's the world's best ad.
就是埃隆。
It's Elon.
对吧?
Right?
你跟他一起吃个饭,就会觉得自己简直一无是处。
You know, when you go to dinner with him, you're just like, oh, I suck.
他实在太厉害了。
Like he is so much better.
没错。
Right.
他那种专注力,一心扑在最重要的事情上,这种能力太关键了。
That his level of intensity and working on the most important problem and being able to focus on it is just a critical skill.
如果你想听个故事,那我就说说早期的事吧。
And if you want a story, I guess, going back to the early days.
我爸爸当时得了绝症,但他跟我说:我大概只剩十八个月了。
So my dad, had terminal cancer, but he said, you know, look, you know, I, I basically have eighteen months.
不如我来当你的董事会成员,帮你把事情理清楚?
How about I sit on your board and help you, you know, figure it out?
你就是个毛头小子,根本不知道自己在干什么。
You're a young punk who doesn't know what he's doing.
但很明显,我已经骑虎难下了。
But it was obvious that I had, you know, caught the tiger by the tail.
后来有一次会议,我们得向惠普交付一个至关重要的成果。
And and, you know, and there was a meeting where this massive deliverable we had to hit for Hewlett Packard.
那是我们早期的项目之一,惠普的一票否决权决定了一切。
It was one of our first one, and HP's, you know, yay or nay was everything.
他问:你们公司是不是全都在盯着这个项目?
And he's like, is your entire company focused on this?
我们有董事会的反馈,你知道的。
And, you know, we have we have the board feed.
我回答:当然了。
I'm like, absolutely.
我们当然全神贯注。
Of course, we do.
完全聚焦在这个上面。
Totally focused on it.
他问:如果你去问你们的工程团队,他们花在惠普上的时间占多少百分比,和其他客户相比呢?
And he's like, so your engineering team like, if if if I asked them, you know, what percent of their time do they focus on Hewlett Packard versus all the other companies?
我回答:百分之百,全部都集中在惠普上。
And I'm like, a 100% on Hewlett Packard.
每个人都清楚这一点。
They everybody understands.
我们绝不会错过这个机会。
We are not gonna miss this.
他问:真的吗?
And he's like, really?
好吧。
Okay.
他当场叫停了董事会,出去喊人:去把负责开发的比尔·里德叫来。
Stops the board meeting, goes out and says, get Bill Reed who ran our development.
他说:让他马上进来。
He's like, bring him in here.
你有好多客户在做这个项目,比尔,你知道的。
You've got a lot of customers, Bill, you know, working on this stuff.
这个团队有多少人是在做惠普的项目?
What percent of this team is working on on Hewlett Packard?
比尔说,既然你来自传统行业,按传统思路,我一般会说200%,因为我们每周干80个小时。
And Bill's like, well, since you come from traditional work, you know, traditional world, I would generally say 200% because we're working eighty hours a week.
每个人都在每周80个小时全身心投入惠普的项目。
Every single person's working eighty hours a week on Hewlett Packard.
这样我们还多出20个小时,可以用来处理其他客户的事。
And that leaves us an extra twenty hours a week to work on, you know, the other customers.
对吧?
Right?
这正是我说的,当你谈到投入和专注的时候,团队要真正把事情落地。
And that's the kind of thing where, you know, when you're talking about intensity and focus, right, and your team trying to deliver on it.
对吧?
Right?
就是,你知道的吧?
It's just it's you know?
我当时就想,天哪。
And I was like, oh, God.
太棒了。
Great.
明白吗?
Know?
你是不是跟爸爸说,你有没有见过我亲一个成年男人的嘴?
You're like, hey dad, have you ever seen me kiss a grown man on the lips?
因为这可是头一回。
Because it's gonna happen for the first time ever.
完全没错。
Completely.
那确实没错。
That was right.
这正是你谈到强度时的意思,当你在试图解决这个问题的时候,对吧?
And that is exactly the, when you talk about intensity, when you're trying to solve this, right?
不过我听过一个故事。
I heard a story though.
这可不只是强度的问题。
It's not just intensity.
我听过一个故事。
I heard a story.
我不记得是听朋友的朋友说的,还是网上看到的,说你在大学项目快结束时,会把招进来的人带去赌场,给他们一些钱让他们赌博。
I don't know if I heard it through a friend of a friend or online that you would take people you were recruiting, like at the end of your university cohort, I forget what you called it.
然后你让他们赌,但你其实想观察的是,他们会不会舍不得多赌。
And you would take them to the casino and you would give them some money to gamble.
如果他们根本不想多赌,你就觉得他们不合适。
And if they and you wanted to teach them, they wouldn't want to gamble a lot of money.
你就会说,嗯,你不太适合。
And you're like, well, you're not a good fit.
我们需要那些愿意多赌的人。
We need the people who are gonna gamble more.
嗯,所以……
Well, so
其实你可以去查一下,《华尔街日报》做过一篇封面报道,讲的就是这件事,因为用的真是他们自己的钱。
actually, so this you can go look, there was a cover story in the Wall Street Journal on this, because it was actually their money.
我们把这些孩子招来,他们都说:我想当创业者。
And, you know, we get all these kids down and they're like, I wanna be an entrepreneur.
我就是喜欢冒险。
I'm risk taking.
我这个人就是这样。
That's who I am.
我说:太好了。
I'm like, great.
在我们特里洛吉大学的100天结束时,如果足够多的团队达成了目标,我们就带所有人去拉斯维加斯,围着轮盘赌桌坐一圈。
So at the end of our Trilogy university a hundred days, you know, if, if enough of the teams that hit their goals, we would take everybody to Vegas and then we would get everybody around a roulette wheel.
没错。
Right.
我们会说,你得把一个月的工资押在一个数字上。
And we'd say, you have to bet one month's salary on the number.
没错。
Right.
所以每个人都得押上一个月的工资。
And so everybody would have to put one month's salary down.
很多人会说,我不愿意拿一个月的工资去赌。
And, you know, there's a lot of people who are like, well, I I'm not, I don't wanna bet one month's salary up it.
我们会说,首先,这根本算不上多大的风险。
And we're like, first of all, that's not a huge risk.
你以后还得去找风投,让他们投你几百万,可你现在连一点风险都不愿承担。
You're gonna be asking a venture capitalist someday to give you millions of dollars, and you're literally not willing to take any risk at all.
我们每年都这么干,《华尔街日报》还专门写了篇大文章报道这事。
And so we would we that every year, and the Wall Street Journal wrote this big story about it.
这篇文章发表后,我收到了不少家长的批评。
I actually got a lot of flack from parents after they read this story.
他们说:你们怎么能这样对待孩子?
They're like, what are you doing to kid?
我们刚大学毕业不久。
We just got out of college.
不过,回到重点,就是要推动大家向前。
But, yeah, back to just, you know, pushing people.
如果你想知道更狠的,我再给你说一个。
You know, if you want here's another intensity.
我们办的Trilogy University,哈佛商学院都有案例研究,你随时可以查到。
We actually Trilogy University, you know, there's Harvard Business, you know, case studies on it, and and you can read about it.
我们甚至和海豹突击队搞过一个互换项目。
But we literally had a swap program with the Navy seals.
海豹突击队的人真说:行,我们明白了。
Literally, the Navy seals are like, okay.
我们会派几个海豹突击队员去你们的项目,你们也派几个三一学院的孩子来加州,加入我们的训练。
You know, we're gonna send a couple of our SEALs over to your program, and you send a couple of your Trilogy kids to California to go part to be part of ours.
这其实是体力和意志的对比。
It was sort of the physical versus the mental.
正是在这种强度下,海豹突击队才认为,我们是唯一能在体能上和他们匹敌的项目。
And, you know, it was that level that we were considered by the seals the only thing on the standard and rigor that would equal them on the physical side.
孩子们,说到招人,他们一听说这个,都会惊呼,天哪。
And kids, you know, back to recruiting kids when they would be like, oh my god.
对啊。
Yeah.
他们以为能去体验一下,结果撑不了几天,顶多一周就撑不住了。
I get to go do, oh, they'd only last a week, you know, or, you know, really a few days before they'd
嗯。
Yeah.
是让一个肌肉发达的人学会编程容易,还是让一个书呆子游到金牌水平更容易?
Is it is it easier is it easier to make a meathead good at programming or a nerd good at, like, swimming at goldwater?
他们其实特别聪明。
Are actually super smart.
对吧?
Right?
他们会自己筛选。
They filter.
对吧?
Right?
所以他们进来的时候能力已经很强了。
So they were coming in as super capable.
但他们之前从来没经历过这种环境,需要不断做决定,跟他们以前的环境完全不一样。
Now they'd never been in an environment where you're having to make it was the kind of thing of a different environment of decisions and things like that than than their other one.
但说到强度和做些非常规的事情,就是这类情况。
But it was, you know, it was those kind of things when you talk about intensity and doing things that are nontraditional.
我完全支持这种做法。
We're I'm all about that.
对吧?
Right?
听起来在招聘方面,你们也做了一件挺反直觉的事。
It sounds like on the recruiting side, you also did something counterintuitive.
对吧?
Right?
别人都是尽量做得轻松,但我刚到硅谷的时候,整个氛围就是追求便利。
Instead of making it easy because when I moved to Silicon Valley, it was all about ease.
谷歌会帮你洗衣服。
Google will do your laundry.
还会给你理发。
They'll cut your hair.
帮你遛狗。
They'll walk your dog.
还会提供免费餐饮。
They'll they'll give you free food.
你还想再免费拿点什么吗?
Do want some more free things?
我是说,我去自动售货机,它居然给我一台MacBook。
I mean, went to a vending machine, and it gave me a MacBook.
简直不敢相信。
It was unbelievable.
但你发现,其实那些年轻有抱负的人,想要的不是轻松,而是挑战。
But you were like you realized that actually young, ambitious people wanted something hard, not easy.
你能说说这个吗?
Can you talk about that a
有一点。
little bit?
这是个非常关键的洞察——那是他们人生中最艰难的一百天,而正是这一点,让我们能从微软和其他公司手里抢到人才。
That's a huge insight, which is this is the hardest hundred days of their life, and that was what allowed us to recruit it against Microsoft or all these other companies.
我当时在一家《财富》百强公司的董事会,我们确实挖走了几个原本打算留在那家公司的MacE,让他们转投了Trilogy。
I was actually at the board of directors of of a Fortune 10 company, and we had taken some of their MacEs who wanted to go to Trilogy instead of their company.
他们就会问,怎么可能会选这家小公司,而不是我们呢?
They're like, how are they going to this little company, you know, instead of us?
对啊。
Yeah.
我说,那是因为你在实习期间把事情搞得太轻松了。
I'm like, well, during the internship, you made it easy.
对吧?
Right?
所以他们就觉得,哎,我这也没干啥大事。
And so they're just, oh, I'm not doing anything significant.
等他们来特里洛吉,那才是他们这辈子最难的一段经历。
And when they come down to Trilogy, it's gonna be the hardest thing they ever did.
他们会去干真正重要的事。
They're gonna work on something significant.
年轻人就想要做点了不起的事。
And kids wanna do awesome things.
对吧?
Right?
现在我们把这跟教育联系起来,比如幼儿园的孩子去爬四十英尺高的岩壁。
And mapping it now to our education when we talk about the kindergartners climbing 40 foot rock wall.
其实是一回事。
It's the same thing.
孩子们就是想挑战难的事。
Kids want to go do hard things.
但他们需要有人在过程中支持他们。
Now they need to be supported through it.
你不能把一个幼儿园孩子丢过去,就说加油吧。
You can't take a kindergartener, say good luck.
对吧?
Right?
你得坐在那儿,既设定高标准,又给予充分支持。
You need to sit there and you have to have high standards and high support.
这两样缺一不可。
You need both parts.
但我们搞的那些Alpha测试,就是一堆忙忙碌碌的工作坊,最后还得考试过关。
But, you know, we have these, you know, what we alpha test where you do all these busy workshops, you know, and then you have to test to pass it.
你得去爬那四十英尺高的墙。
You gotta climb the 40 foot clock wall.
我们的二年级学生得跑五公里。
You know, our second graders gotta run a five k.
八年级的学生得完成铁人三项,而且所有人还必须一起冲过终点线。
Our eighth graders have to do a tough mudder, or they also all have to cross the finish line at the same time.
我们有这么多测试,但最能点燃孩子热情的,其实是那些他们能赢过父母的项目——当然,全都很难。
You know, we have all these tests, but the ones that drive back to the the most excitement, I mean, they all are hard, are the ones where the kids can beat their parents.
没有什么比孩子能跟父母正面较量还赢了,更能激励他们了。
Like, there is nothing that motivates a student more and a kid more than them being able to go head to head with their parent and winning.
不是那种父母故意放水的赢,是真正公平的胜利。
Like, fair, not where the parent tanked it.
孩子们特别喜欢这个。
Like, they love that.
孩子们真的特别喜欢这个。
Kids love that.
我们其中一个说法是,孩子们比放暑假还喜欢上学。
One of our our claims on the you know, is kids love school more than vacation.
对吧?
Right?
如果标准太低,我根本不可能办出一个比暑假还受孩子喜欢的学校。
I can't build a school that kids love more than vacation if I have low standards.
他们这么兴奋,就是因为和朋友一起挑战有难度的事。
It is the reason they're excited is because they're going with their friends doing hard things.
我觉得,Shaan,你们刚刚提出的这个观点真的很了不起。
I actually think, Shaan, this insight that you guys just came up with is actually quite brilliant.
你把这一点和Alpha联系得特别好,就是通过设置挑战来吸引特定的人群。
And you did a really good job of tying it into Alpha, but like of making things hard, and that actually attracts a certain type of person.
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但有趣的是,如果你是个孩子,爬一座40英尺高的墙会让人特别兴奋。
But what's interesting is like, if you're a kid, it's exciting to climb a 40 foot wall.
打败爸妈也会让人特别激动。
It's exciting to beat your mom and dad.
要是让我想想配置软件这种事,可真没什么吸引力。
When I think of like a configurer software, that's not like that exciting.
就像你说的,微软的产品其实也没多让人热血,对吧?
Like that, you know, versus Microsoft, if you're making like well, Microsoft's not terribly exciting either.
但如果你做的是苹果,比如推出iPod,那就不一样了。
But if you're like Apple, you're making like the iPod.
你做的是一款消费者能直接拿在手里的产品,想想看,多酷啊?
You're like, you know, we're rev it's like this consumer product that I could hand to you.
或者我刚跟MTV的创始人聊过,他当时招人,靠的就是音乐。
How cool is that?
那股劲儿,真让人着迷。
Or I just talked to the guy who founded MTV and he was recruiting these people and it was music.
那是一种娱乐。
It was entertainment.
这挺酷的。
That's cool.
配置软件,没那么酷。
Configuring software, that's not that cool.
但你刚才说我们在做特别棒的东西。
But yet you said we're making this awesome stuff.
你能再深入说说,到底是什么让一样东西变得很棒吗?
Can you dive deeper into what makes something awesome?
因为我觉得,让学校变得有趣,让Trilogy软件变得出色,关键就在这一个触发点上。
Because that I actually think that that one trigger of like making school awesome, making Trilogy software awesome.
除了把它搞难,还有什么别的条件是让一样东西真正很棒所必需的?
Like, other than making it hard, what is necessary for something to be awesome?
是的。
Yeah.
当然。
Sure.
你永远没法让人觉得配置这件事很酷,跟其他选择比起来。
So you're never gonna convince anybody that configuration is sexy, right, versus all the other options.
但那时候支撑配置的AI算法,其实是计算机科学里最难啃的难题之一。
However, the AI algorithms that underlie configuration at the time were some of the most complicated computer science problems you could solve.
当你面对两种选择:一种是点开微软Word的关于框,另一种是跟最顶尖的人一起攻克前所未有的挑战,你会选哪个?
And so when you're sitting there and you're looking at, oh, I'm gonna go to an about box for Microsoft Word as Choice A, or you're gonna go work with the smartest people tackling this challenge that no one's been solved before.
对吧?
Right?
这根本是个技术上不可能完成的任务。
It is a technically impossible challenge.
当年最顶尖的计算机科学家,比如1985年斯坦福、麻省理工的那些人,全都跑来Alpha应聘。
And the best computer scientists, like, you know, in 1985, Wright's Stanford, MIT, their number one computer scientists all came down for graduates, all came to Alpha.
对吧?
Right?
那是因为我们一直在解决最困难的问题。
And that is because we were working on the hardest problems.
道理是一样的。
It's the same thing.
人们总爱问,尤其是在公司里,为什么有人会选择创业呢?
You know, people always ask, you know, when, you know, in on on companies, why do people do startups?
比如,为什么他们会去SpaceX?
Like, why do they go to down to SpaceX?
你为什么要这么做?
Why do you do it?
就是因为我和一群特别聪明、特别拼命的人在一起,我们都想做一件特别特别难的事。
And it's like because I'm with other people who are super smart, who are working hard, and we're all trying to do something that's really, really hard.
就像海豹突击队。
The Navy Seals.
你为什么要加入海豹突击队?
Why are you joining Navy Seals?
对吧?
Right?
这是一种团队情谊。
It is the camaraderie.
就是大家聚在一起,你知道的。
It is the you know, it's everybody together.
这种感觉从幼儿园就开始了。
That starts in kindergarten.
孩子们天生就喜欢这种东西。
It starts in kids love this stuff.
对吧?
Right?
从上小学一直延续到大学毕业,甚至到职业生涯后期。
And it goes up to they're getting out of college and then late career.
比如加入我们的人,像我这个年纪的,他们都是这么想的:好吧。
Like, the people who are joining us, you know, who are, you know, my generation of my age, these are people who are like, okay.
接下来十年,我想投身教育改革,这肯定是一场硬仗。
I'm gonna go spend the next decade trying to fix education, and it's gonna be a nightmare.
会特别艰难。
It's gonna be super hard.
对吧?
Right?
但大家还是愿意加入,因为要是不干,就只能辞职去打高尔夫了。
But they wanna get in and do it because the alternative is, oh, I'm gonna fire and play golf all day.
真正让人有动力的,是挑战和那份激情。
And, you know, the challenge and the excitement is what motivates people.
你之前提到过高标准和高支持。
You said something earlier about high standards and high support.
我想聊聊高标准这件事。
I wanna talk about high standards for a sec.
好的。
Alright.
咱们先休息一下,我有个问题想问你。
Let's take a quick break, and I got a question for you.
当买家用AI找像你这样的解决方案时,你的公司会出现吗?
When a buyer asks AI for a solution like yours, does your business come up?
大多数公司根本不知道这事。
Most companies have no idea.
等他们反应过来,单子早就被别的公司抢走了。
And by the time they found out, they've already lost the deal to another company that did.
HubSpot 有 AEO 功能,能在潜在客户寻找像你这样的公司时,让你及时出现。
HubSpot has AEO, which helps you show up in the moments when the right buyers are looking for a company like yours.
在他们点任何链接、填任何表格之前,那就是 HubSpot AEO 专注的时刻。
Before the first click, before they fill in the form, that is the moment HubSpot AEO is built for.
去 hubspot.com 看看吧,这是为成长型业务打造的智能客户平台。
Check out hubspot.com, the agentic customer platform for growing businesses.
十年前我参加过一次托尼·罗宾斯的活动,那时候很多人都涌去见他。
I was at a Tony Robbins event a decade ago, and somebody was know, all these people come to Tony Robbins.
有些人处在自己领域的顶尖水平,是前1%的顶尖人物,他们来这儿是为了再进一步。
Some people who are at the edge of their craft, at the top 1% performers, they're there to get that edge.
但也有些人,处于崩溃边缘,状态很糟,只想找个办法解决。
And there's some people who are, you know, on the edge, you know, broken, and and, you know, they're looking for a fix.
他说,如果真有三个字能解决在场所有人的问题,那就是提高标准。
And he said, if there's three words that would solve every problem you have in this room, it would be raise your standards.
他 basically 说,你容忍什么,你的生活就会变成什么。
And he basically said, you know, your life will be what you tolerate.
他接着往下讲。
And he goes on.
他举了一大堆例子。
He gives a bunch of examples.
大卫·珀尔跟我们说,乔曾经送他两瓶酒当节日礼物。
David Pearl was telling us said that, you know, Joe once sent me as a holiday gift, two bottles of wine.
附的便条上写着:这200瓶酒是提醒你,什么叫100分——标准该是什么样。
And it's the note on it said, here's 200 bottles of wine to remind you something like that to remind you of what 100 looks like, a reminder about standards.
你能说说这到底是什么意思吗?
Can you talk about what that means?
这话听着简单。
Because it's easy to say.
但真要做起来可太难了。
It's really hard to do.
葡萄酒评分最高就是100分,对吧?
You can't get higher than a 100 points, right, on a on a a wine ranking.
考试也是同样的道理。
And it's the same thing on a test.
像我们家孩子,Alpha,考试经常考满分。
Like, our kids, Alpha, get hundreds on their tests.
如果你去问普通家长,说你孩子能在德州之星考试中拿满分,
If you go to your average parent and say, your kid can get a 100 on the Texas Star.
百分之九十五以上的家长都会说:不可能。
95 plus percent of parents are like, no.
他们做不到。
They can't.
他们真的做不到。
They can't do it.
我们在奥斯汀有一栋楼,里面几百号人,拿到的德州测验满分,比一个十万人的学区还多。
And, you know, we have a we have a building with a few 100 people in Austin who get more hundreds on the Texas R than a school district of a 100,000.
你只需要让孩子相信他们做得到就行。
And all you have to do is just show kids they can.
对吧?
Right?
当然,你还要支持他们,教他们怎么做。
Now you also have to support them and show them how to do it.
对吧?
Right?
但回到最初的问题,标准到底该定在哪里。
But the back to the motivation of what what should the standards be.
对吧?
Right?
真正该设定的标准是我们应该追求满分。
And the standards that should be are we should get a 100.
你得什么都会。
You should know everything.
对吧?
Right?
你得在自己的领域做到顶尖。
You should be great at your craft.
对吧?
Right?
不管是什么领域。
Whatever it is.
谁会甘心在这些激发人类潜能和本性的目标里只当第二呢?
And who wants to be number two in all of those motivations, right, that drives, right, human potential, human nature.
当你在创业或者办学校的时候,道理也是一样的。
And when you're building a business or with a school, it's the same thing.
那你又是怎么在团队里培养这种心态的呢?
How do you instill that in your team, though?
难道就是要像史蒂夫·乔布斯那样,对谁都不满意,什么都挑刺吗?
Is it just about being a a sort of Steve Jobs asshole where you're nothing's ever good enough?
不是的。
No.
恰恰相反,大多数父母都只做到其中一边。
It's it's it's the exact opposite, which is most parents are one or the other.
要么要求很高,但支持很少。
They're either high standards, low support.
就把孩子扔进去,自己去摸索吧。
Just throw your kid in and figure it out.
祝你好运。
Good luck.
对吧?
Right?
真正培养毅力的方式,就是让你一直坚持下去,哪怕很艰难。
And that's what's gonna cause grit is you're just gonna keep struggling.
明白了。
Okay.
这种做法特别糟糕,他们刚开始会试着做一点,但很快就觉得太难了,直接放弃。
That's a that's a perfect way to do it because they'll try a little for a little bit, but then they'll decide it's too hard and bail.
对吧?
Right?
走这条路,只会导致大量的人失去动力。
And you get tons of disengagement with that path.
你也可以选择另一种方式。
You can do the other one.
我属于高支持、低要求的那种,就是:哎呀,我一点都不想让孩子有压力。
I'm high support, low standards, which is, oh, I don't ever want stress.
对吧?
Right?
但我会一直陪着他们,一遍又一遍地帮他们重来。
But I'm gonna be there supporting the whole time and redo it.
这可不行,因为他们根本学不会应对困难的挑战。
And that's terrible because you never learn how to do hard challenges.
他们永远学不会坚韧和毅力。
You never learn resiliency and grit.
对吧?
Right?
他们永远得不到真正的自信,因为他们从来没试过那些需要咬牙坚持才能完成的事。
You never get tough confidence because you never tried something hard that you struggled through.
所以你得提供支持,教他们怎么一步步走到那里。
And so you have to give the scaffolding and show people how they get there.
在公司里,这具体是什么样子?
What does that look like, within a company?
是的。
Yeah.
我先说说学校里的例子,再讲公司里的,就是我刚上七年级的时候。
Let me give you the school one, and then I'll give you the company one, which is I go to the seventh grade.
那是我第一年。
It's my first year.
我当时就说,你们每个人都能在网球之星上拿满分。
I'm like, all of you guys could get a 100 on the tennis star.
他们说,李曼特老师,这不可能。
And they're like, mister Liemandt, that's impossible.
绝对做不到。
No way.
根本拿不到一百分。
Can't get a 100.
我说,不,你们可以。
I'm like, no.
不行。
No.
我给你一百美元。
I'll give you a $100 bill.
一百分换一百块。
100 for a 100.
对吧?
Right?
可他们说,这根本不可能做到。
And they're like, it's still impossible against this.
对吧?
Right?
我真的不知道该怎么做到。
I I I I don't know how to do it.
我就说,不行。
And I was like, no.
不行。
No.
不行。
No.
关键在这儿。
Here's the catch.
还有分数可拿。
Any grade left.
他们说:你真打算让我做幼儿园的考题,然后给我一百美元?在得州拿个一百分?
And they're like, you're gonna let me take a kindergarten test and give me a $100 for Texas, you know, a 100 on a star?
我说:他们是从三年级开始的。
I'm like, well, they start in the third grade.
于是那孩子就说:行了,搞定。
And so the kid's like, done.
去参加三年级的考试了。
Goes and takes a third grade test.
就是一百分。
It's a 100.
他们问,我能直接上四年级吗?
They're like, can I do fourth grade?
你当然说可以。
And you're like, absolutely.
我就上四年级。
I do fourth grade.
接着他们升到五年级,结果只考了八十二分,因为前面的知识没掌握好。
And then they do fifth grade, and they only get an 82 because they didn't know all they hadn't done their school.
他们根本没有系统地帮孩子打牢基础。
They're not giving them mastery right through it.
这时候你就得提供支持性的辅导。
And this is where you have to give scaffolding.
你希望AI家教帮你分析错题,专门补上那些让你丢分的知识点,直到你拿到一百分吗?
Do you want the AI tutor to look the ones you miss and give you those lessons that will get you to a 100?
孩子一看,哎呀,这得花我一整周的时间才能做完。
And the kid looks at it and is like, ah, that's, like, gonna take me a week of work.
当然可以。
Sure.
再付一百块,我就帮你搞定。
For another $100, I'll do it.
然后他们升到五年级,接着是六年级。
And then they do fifth grade and then sixth grade.
等他们升到七年级时,你已经改变了他们的思维方式。
And by the time they get to seventh, what you've done is you've changed their mindset.
当你每次都能拿到一百分,面对各个年级的内容时,你就会觉得,反正五年级我能行,六年级我也能拿下。
When you're getting a hundreds, all the grade levels, you're like, well, obviously, I could do fifth grade, and I obviously can get it to sixth grade.
这不过是花点功夫的事。
It's just a matter of work.
到了七年级,也一样,只要肯下功夫就能做到。
And then it's just a matter of work to do it in seventh grade.
所以你让一个觉得根本不可能的孩子,有了可以一步步完成的支撑,还有动力——毕竟动力真的很重要。
And so you've taken a kid who thinks it's impossible and you've given him a scaffolding, right, to work through plus motivation because motivation matters.
对吧?
Right?
你给他支撑,也给他动力去完成这件事。
And you give him scaffolding and motivation to do it.
所以如果你在创业,道理也是一样的。
So if you're building a company, it's gonna be the same thing.
去打造一个价值十亿美元的产品吧。
Go build a billion dollar product.
行吧。
Okay.
这才是真正难的地方。
That's who's hard.
对吧?
Right?
你得想想,你给团队提供的支持到底是什么?让他们清楚地知道,我明白该怎么做了。
You're like, what is the scaffolding you're giving your team where you're making it where they understand, okay, I know how to get.
这正是谈到高标准时的关键所在。
And that's the part when you think about high standards.
如果公司只提高要求,却不提供任何支持,员工根本不知道该怎么达成目标。
If you, as a company, give high standard with no support, they don't know how to get there.
他们可能会努力一阵子,但最后就会失去动力。
They'll try for a while, and then they'll disengage.
很多公司都在试图把业务转型为以人工智能为核心。
Lots of companies are trying to move their companies to be AI first.
对吧?
Right?
我们都想成为一家人工智能优先的公司。
We wanna be an AI first company.
但他们只是简单地丢给员工一句话:喏,就这么办。
And they're basically like, here.
这就是所谓的代码一团糟。
Here's, you know, clogged code.
祝你好运吧。
Good luck.
对吧?
Right?
那你打算怎么搭建支持体系,帮团队达到这个标准?
And what is the scaffolding you're gonna be able to do to get your people to that standard?
你能亲自示范吗?
Are you able to sit there and role model?
这才是真正的卓越。
This is what excellence is.
我们说的卓越,就是这个意思。
This is what we mean by excellence.
等你展示之后,如果他们还不具备相关技能,就知道该怎么去复制了。
And then once you show them, here's how you if you don't have the skills, how you can repeat it.
所以这部分,当你回头看的时候,这就是人力资源的工作。
And so that's the part when you look about, you know, this is HR.
至少,我招进来的人有没有能力做好这些事?
At least, am I getting the people in who have the skills to do it?
然后你能不能给他们提供培训,以及让他们发自内心想要去做的动力机制?
And then can you give them the training and the motivation model where they want to?
你特别擅长让人去做你希望他们做的事。
You are very good at understanding how to get people to do what you want them to do.
你是怎么学会这些的?是因为你想打造一家出色的公司,所以必须搞清楚怎么激励人、怎么提升效率?
Did you learn how to do this because you wanted to build an awesome company, and you're like, I gotta figure out how to motivate people and how to make them productive?
还是你本来就对人性心理学感兴趣,而商业只是你实践这些理念的一个好场景?
Or were you always into human psychology and business was a good example of just making it work?
不,我以前对人性心理学一窍不通。
So, no, I was not good with human psychology.
我确实想把公司做起来,而我走到今天这一步,最关键的一次招聘就是请了吉姆·阿贝尔,他是我的人力资源负责人,一直指导我。我一开始是高要求、低支持的风格。
And I I did wanna build the company and how I got there is one of the most important hires I ever made is this guy, Jim Abel, who was my head of HR, who would coach me through a lot of this, where I I started very much as high standards, low support.
是他提醒我的,说你看,关键在这里。
He was the one who was like, look, here's the part.
如果你想带着团队一起走,就得这么做。
Here's what you have to do if you wanna bring your team with you.
你要建立什么样的组织结构,才能真正把人带起来。我记得那时候公司有两千人,我差点懵了,这可怎么办?
Here is the organization you have to build if you're gonna bring once I had, you know, 2,000 employees and I'm like, oh my god, you know, what do I do?
在这方面,他给了我最关键的启发。
He was the key insight on that side.
至于教育这一块,现在有位教授,杰格博士。
And then, you know, on the school side now there's this, there's a, a professor, Doctor.
他写了一本特别棒的书,每个家长都该读一读,叫《10到25岁:如何激发孩子从青少年到成年的动力》。
Jaeger, who's written a great book that every parent should read, which is called 10 to 25, the science of motivating your kid from age 10 to 25.
孩子的成长体系,还有我们导师的工作方式,都是他帮我们设计的,核心就是:导师心态,高要求,高支持。
He's the one who actually developed our, our child development side and how our, our adults, our guides work, which is he mentor mindset, high standards, high support.
他还做了大量研究,证明光是换几句话的表达方式,就能产生明显效果。比如你对一个学生说:我马上要给你一些反馈。
And he's done a ton of studies that actually show literally with wording changes, where you can take a a student and just say, look, I'm about to give you feedback.
这会很难。
That's gonna be hard.
但我知道你一定能搞定。
But it's only because I know you can go crush this.
对吧?
Right?
因为我相信你能做到,就像托尼·罗宾斯说的成长心态那样。
Because I know you can do it back to the growth, the Tony Robbins part.
对吧?
Right?
成长型思维。
The growth mindset.
我之所以把这交给你,是因为我相信你做得到。
And it's, I'm giving it to you because I know you can do it.
所以接下来你需要去做的就是,然后你再给他们做指导。
And so here's what you'll need to go do, and you can then give them the coaching.
回到那本书,10到25岁这段时期,每个家长都该读一读。
Back to that book, 10 to 25 is a, every parent should read it.
这本书其实也是我们Alpha项目的参考模型,经常有人问我们Alpha是怎么运作的。
And it actually is our model where people say, how does Alpha work?
它现在只有305条评价,还没那么火。
It only has, three zero five reviews on it's not that popular.
看起来是这样。
Looks like
在Alpha,孩子一上中学,就必须读《10到25》这本书。
The books once you get to middle school at Alpha, you have to read, 10 to 25.
还有另一本书叫《自主的孩子》,我们根本不让幼儿园家长看,因为书里讲的是让孩子独立。
There's another book, self driven child, that we do not allow kindergarten moms to read because it talks about your kid being independent.
而幼儿园阶段,你最不需要操心的就是这个。
And then kindergarten is the last thing you wanna worry about.
但一旦孩子到了中学,你就得明白,他们正处在走向独立的关键阶段。
But once you get to middle school, right, that's where kids, you have to, you know, they're moving independence.
所以,这两本书构成了我们模式的核心。
And so those are the two books that drive our our model.
说说简单吧。
Talk about simplicity.
你解释的时候,我觉得你把那些复杂的想法提炼得特别到位,让人一下子就能明白。
Because as you're explaining things, I feel like you're taking, you know, big ideas and you're compressing them in a in a great way that makes it easy to sort of, you know, grok.
你给了我们特别好的思考框架。
You're giving us good frameworks.
我以前老写那种二十页长的战略文档。
I used to do big, you know, 20 page strategy documents.
就是那种大而全的战略文件。
You know, here's our big strategy documents.
后来吉姆加入后,他看了这些文档,就说:
And, you know, when Jim joined, he'd, like, read this document.
乔,这东西一点用都没有。
He's like, Joe, this is useless.
我就会说,其实不是这样的。
And I'd be like, it's really not.
这真的是很好的策略。
It's, like, really good strategy.
你在说什么呢?
What are you talking about?
这东西简直太棒了。
This thing is super awesome.
你到底在讲什么?
Like, what are you talking about?
你指的是哪个问题?
Which problem do you?
太棒了。
Awesome.
我真的觉得
And literally, I'm like
然后他就说,或者当你以为你知道的时候,他就会说,乔,你看。
and then he's like or when you think you know, he's like, Joe, look.
你现在已经有几千号人了。
You have a couple thousand people now.
你的战略文档必须浓缩成三行,每行三个词。
Your strategy document has to come down to three lines, three words each.
我当时就想,这种复杂的科技公司,怎么可能用一句口号来当战略呢。
And I'm like, not gonna make a strategy of this complex tech company slogan.
我们不会靠喊口号来达成目标。
Like, we're not gonna use sloganeering to get there.
我真去找了我其中一个联合创始人。
I was I literally went to one of my cofounders.
我当时就想,天啊,我们招吉姆的时候,觉得他特别聪明,可他为啥要故意把这dApp搞得这么简单呢?
I was like, god, when we hired Jim, thought he was really smart, but why would he, like, try to dumb this dApp?
我记得自己当时一直在琢磨这事。
And I I remember thinking about it.
对吧?
Right?
所以他一直给我指导。
And so he kept coaching me on it.
我说,这些人可不是斯坦福或哈佛的毕业生。
I'm like, guys, these aren't, Stanford and Harvard graduates.
他们连一份战略文档都读不下去。
They can read a they'd stop strategy doc.
他说,不是这样的。
And he's like, no.
下次公司会议,你得上台讲,你知道的,喊个口号。
The next we're gonna have a company meeting, and you're gonna get up and, you know, slogan.
你的核心语句是什么?
What what are your key phrases?
我就想,我绝不这么做。
I just was like, I'm not gonna do it.
所以他把公司里每个人都面谈了一遍,从上到下全问了个遍。
So he interviewed everybody in the company literally back to intensity.
他跟公司里的每一个人单独聊了,之后才把结果整理到板子上,整个过程花了一个多月。
He was, like, met with every single person in the company and then put on the board after it was it took him over a month.
他对我说,乔,这就是公司里的人对你战略的真实理解。
And he was like, Joe, this is what your company thinks your strategy is.
我当时就愣住了。
I'm like, wow.
这跟我们实际在做的事完全相反。
That's like the opposite of what we're doing.
他说,没错。
And he's like, exactly.
他说,二十页的战略文档的问题就在于,每个员工都挑出一句话,然后说:看,我跟战略是一致的。
He's like, the problem with the 20 page strategy document is every single employee takes the one sentence that they can attach to and say, see, I'm aligned.
对吧?
Right?
我觉得我跟得上。
I'm aligned.
可他们其实根本没跟上,这样一来不就全乱套了吗?
And when they're really not, and then that's you just lose right?
你的注意力被分散得七零八落。
You diffused all your focus.
所以他反过来推演了一套方法。
And so he tried to reverse engineer.
他定了三条,每条就三个词。
He had his three lines of three words of each.
我当时就说,行吧。
And I was like, okay.
虽然离这个差得远,但至少有个方向了,我愿意试试。
They're definitely not that, but here, I'll go.
这下我真明白了,然后我们就一起把它做出来了。
Now I I I understood, and then, you know, we created it.
现在我们做的一切都基于这个原则。
And that now for everything we do.
对吧?
Right?
那Alpha的这三个原则是什么呢?
So so what is it for Alpha?
你的三条核心是什么?
What are your three lines?
Alpha的三条核心是针对每一个学生。
So our three lines for Alpha are for every student.
对吧?
Right?
每一位家长都能理解。
Every parent understands.
我们对每个孩子都做出三项承诺。
We make three commitments to every kid.
第一条是,你会爱上学校。
The first is you will love school.
以前我们只是做个调查。
We used to just take a survey.
你喜欢学校吗?
Do you love school?
那时候有96%的人说喜欢,但这就太简单了。
That's at 96%, And so it's too easy.
所以十八个月前,我们加了一个新问题:你更想去上学,还是去度假?
So we added one eighteen months ago where we say, would you rather go to school or go on vacation?
四周前,我们调查了所有学生,有46%的孩子说,他们更愿意去上学而不是度假。
And four weeks ago, when we surveyed all our kids, forty six percent of our students said, would rather go to school than go on vacation.
对吧?
Right?
这说明我们的标准很高,对培养孩子对学校的热爱,我们要求很高。
So great high standard, high bar, or delivering love of school.
第二点是,你每天只学两小时,学到的东西比别人坐六小时课堂再写作业还多。
The second is you will learn twice as much in two hours a day as if you sat in class for six and did homework.
我们的学习系统能让你学得快十倍。
So that's our learning engine does you learn 10 times faster.
但我们不会让你学一整天,然后指望你学到十倍的东西。
And so we don't make you do a whole day and learn 10 times as much.
我们才不这么干。
We're like, no.
我们会把时间压缩。
We're gonna shrink it down.
你照样能学到双倍的内容。
You'll learn twice as much.
不管你原来处在什么水平,只要在系统里坚持足够久,我们都能让你跻身前1%。
So no matter where you start on a percentile level, we'll get you to top 1% if you're in the system long enough.
对吧?
Right?
只要你给我时间,你学得能快一倍,我就能赶超顶尖水平。
If you give me time, you can learn it twice as fast, I get to go beat the top.
我能在得克萨斯之星考试中拿满分,哪怕起点在后25%,也能追上去。
I can get a 100 on the Texas Stars and and catch up even if I start in the bottom 25%.
对吧?
Right?
你完全可以往上走。
You can move up.
第三点是,我们把剩下的时间用来教孩子们那些在新时代立足所需的关键能力。
And the third is we use the rest of the day to teach all the valuable life skills that kids are gonna need to thrive in this new world.
对吧?
Right?
比如领导力、团队合作、创业精神和财商,还有讲故事、公众演讲、人际关系、社交能力、毅力和勤奋。
And that's, you know, leadership and teamwork, entrepreneurship and financial literacy, storytelling and public speaking, relationship building, socialization, grit, and hard work.
这些就是我们强调的技能,也是三大核心。
And so that those are the the skills, but those are the three things.
所以,如果你来Alpha,你到底是为什么来?
So if you're coming to Alpha, why are you coming?
对吧?
Right?
就是要打造一个简单清晰、人人都能懂的产品信息。
It's putting together a very simple, clear product message that everybody understands.
至于措辞,吉姆在这方面特别在行——他说,这可不是喊口号,如果你没法说出它的反面,那就不该列进去。
And the wording, the part that Jim was really great about when you do this, when he's like, it's not sloganeering, which is if you can't say the opposite of it, right, then it's not on the list.
比如九十年代我们定Trilogy的核心价值观时,我就说,诚信肯定得列上。
Like, so when we were doing the core values of Trilogy in the nineties, I was like, well, we obviously have to have integrity on the list.
他却问我:乔,世界上有哪家公司会说‘我们就是要当不讲诚信的公司’吗?
And he's like, Joe, was there ever a company in the world who's like, I'm gonna be the non integrity company?
他说,这种词纯属浪费。
He's like, those are wasted words.
这些词根本没意义。
Those are nonsense words because they mean nothing.
他说,我就想要点锋芒。
He's like, I want edge.
对吧?
Right?
他们必须得有锋芒。
They have to have edge.
比如‘热爱学习’就特别好。
And so, like, love school is a great one.
很多人觉得孩子没必要热爱学校。
There's lots of people who do not think kids should love school.
他们说,那孩子怎么培养毅力和这些品质呢?
They're like, well, where are they gonna learn grit and all these things?
‘热爱学习’后面是加了括号的。
That love school is in parenthesis to it.
我记得十年前送孩子去Alpha的时候,Mackenzie和Brian才是真正的创始人。
I remember when I put my kids into Alpha ten years ago, Mackenzie and Brian were actually the ones who started it.
我当时就问布莱恩:教育里头到底有什么是我没搞明白的?
And I was like, Brian, what is the thing I don't understand about education?
他说,首先孩子得喜欢上学。
You know, that he's like, well, first, kids must love school.
我就说,对。
And I'm like, yeah.
这有点像是……
It's sort of like.
我上学的时候就不喜欢学校,
You know, I didn't like school,
但你只能硬着头皮撑过去。
and you just sort of suck it up.
这本来就是游戏规则的一部分。
And that's just part of the game.
可他说,你完全想错了。
And he's like, you're totally wrong.
这完全没错。
And that is completely true.
对吧?
Right?
现在大家最常聊的,就是怎么用TimePack或者这类软件。
The my number one, people wanna, you know, talk about how they can use TimePack or software.
我现在问每一个校长的问题都是:你愿意彻底改造学校,让孩子比放长假还喜欢上学吗?
And the number one question I ask asked of every head of school now is, are you willing to rebuild your school so kids love it more than vacation?
如果答案是否定的,那我不会让你用这个软件。
And if the answer is no, I will not let you use the software.
我就是不答应,因为根本行不通。
I just won't do it because you're it's not gonna work.
我能问你个问题吗?听起来可能挺傻的,但我相信你会有很好的回答。
Can I ask you a question that sounds really stupid, but I think you'll have a really good answer?
为什么孩子非得学得快两倍不可?
Why does a kid need to learn two times faster?
这并不傻。
That it's not stupid.
我经常被问到这个问题。
I get it a lot.
大家都问,为什么是两倍?
Everybody's like, why two x?
这里面有几个不同的方面,我们来聊聊。
There's a couple different dimensions, and so let's talk about it.
首先,现在孩子们每天在校六小时,外加作业。
The first is, you know, kids spend six hours a day plus homework today.
对吧?
Right?
他们每天花六小时在校学习,再加上作业。
They spend six hours a day plus homework on school.
所以问题是,如果我能开发出一种产品或技术,让孩子用一半的时间学会同样的内容,我们难道不该这么做吗?
And so the answer is, if I can build a product, a technology that lets kids learn in half the time, shouldn't we do that?
我们产品的核心就是把时间还给孩子,我们想把属于孩子们的时间还给他们。
To the point of the name of our product is time back, which is we wanna give kids their time back.
现在呢,孩子们每年要花整整十二年的时间坐在教室里上课、做作业。
And right now, we suck up twelve years of kids' lives sitting in class and doing homework.
在过去,一百年来,根本就没有别的选择。
And in the old world, for a, you know, for a hundred years, there was no other alternative.
对吧?
Right?
但现在,有了学习科学和生成式AI,我们真的可以打造出一种能让孩子们学习效率提升十倍的系统。
And now because of learning science and and generative AI, you can literally build an engine that teaches kids 10 times faster.
所以你可能会想,好吧。
So you're like, well, okay.
那就干吧。
Let's do it.
我们为什么不这么做呢?
Why wouldn't we?
再说回我们产品定位的简单直接,大家自然会问:这真的管用吗?
And, you know, back to obvious simplicity product positioning, there's a question of whether it works.
但只要你相信它有效,看到实际成果,谁还愿意让孩子每天花六小时学习,而不是两小时?
But once you believe it works, right, and you get the results that show it works, who wants to have their kid be in the six hour learning instead of the two hour learning?
这样一来,孩子一整天剩下的时间就能去做别的事了,对吧?
Because then your kid can do other stuff, right, the rest of the day.
这个市场有多大?
How big is this gonna be?
我完全被说服了,不过不是因为这次对话——我两个孩子都在上小学。
Because I'm I'm completely alpha pilled, not from this conversation, but my kids are both in elementary.
我每个月会去他们学校当一次或两次志愿者。
I volunteer in their schools maybe once or twice a month.
学校环境不错,但本质上更像是托儿所加一点教育,再加上大量社交和学习活动。
It's a great place, but it's very much like a bundle of daycare, a little bit of education, a lot of learning social stuff.
这挺好的。
That's great.
但说到学习和生活技能,我觉得现在离真正的潜力还差得远。
But in terms of just, like, the learning and the life skills, I don't think it's anywhere near what's possible.
当我听说Alpha,特别是那个五公里的故事时,我真的被震撼了。
And when I heard about Alpha and specifically this the five k story, it blew me away.
我本来是冲着AI部分来的,结果反而被那个‘太酷了’的部分打动了。
I I was supposed to like the AI part, and instead, I love the part where it was like, cool.
他们完成两小时的学习后,还搞了个活动,就是
After they do the two hours, they had this thing where it's
比如说,
like, I don't know,
二年级的孩子们吧。
second graders or something.
谁觉得自己能跑完五公里?
It's like, who here thinks they can run a five k?
没人举手。
Nobody raises their hand.
所以他们根本不觉得自己能做到。
So they don't believe themselves they could do it.
各位家长请注意。
Hey, parents.
你们觉得,要是现在让孩子跑个五公里,他们能行吗?
Who thinks that if if their kid had to run a five k right now, they could?
说真的,他们就是小学生而已。
It's like, dude, they're whatever.
一年级或者二年级,反正就是那么小的孩子。
First grade or second grade, whatever it was.
结果没人举手。
And nobody raises their hand.
可过了大概一两个月,他们居然说:‘太棒了。’
And over the course of whatever, some amount of time, month or two, whatever it was, they were like, well, great.
现在,我们能先走完四分之一吗?
Can we walk a quarter of it right now?
然后他们就走了四分之一。
And then they walked a quarter.
接着他们说,嘿,这都走了,咱们能走一半吗?
And then they were like, yeah, that was can we walk half?
咱们能慢跑四分之一吗?
Can we jog a quarter?
他们就这么一步步来,像普通人会做的那样,最后所有孩子都完成了。
And they basically did what anybody would do, and they sort of trained their way up, and the kids all did it.
他们真的做到了。
And they they were able to do it.
我当时就想,天啊,这真是一段了不起的经历。
And I just thought, man, that's a kind of an incredible experience.
我希望我的孩子也能有这种成长和机会。
I want my kids to have that type of, like, growth and and and opportunity.
我觉得这事肯定会火,但你一直都在想这些,而且你已经创办了那些估值数十亿的公司。
So I think this is gonna be big, but you think about this all the time, and you've already built companies that, know, you are multibillion dollar companies.
那么,Alpha学校将来会有多大?
So how big is Alpha School gonna be?
85%的Alpha家长表示,过去十周里,他们看到了孩子做了些他们原本觉得这个年纪根本不可能做到的事。
85% of Alpha parents say, I saw my kid do something in the last ten weeks that I thought was impossible for their age.
这段内容是给那些年收入至少三百万美元的企业主准备的。
This is for the folks out there who have a business that does at least $3,000,000 a year in revenue.
因为到了这个阶段,你终于能从多年埋头苦干中抬起头来,意识到两件事。
Because around this point, that's when you're able to look up after being heads down for years building your company and you realize two things.
第一,你确实做了一件了不起的事,但离最终目标还差得远。
One, you've done something great, but you're still a long way from your final destination.
第二,你环顾四周,发现自己孤身一人。
And two, you look around and you realize I am all alone.
你已经把同龄人甩在身后,现在每一步决策都得自己扛,动辄就是上千万美元的决定。
I've outrun my peers, which means you're now making $10,000,000 decisions alone by yourself.
这时候,平庸就容易悄悄溜进来。
And that is when mediocrity can creep in.
我的公司Hampton就是为了解决这个问题:我们为你安排一群经过筛选的创业者同行,他们会督促你、指出你的问题,帮你找到方向。
My company, Hampton, we solve this problem by giving you a room of vetted peers of other entrepreneurs who are going to hold you accountable, call you out on your nonsense, and help show you the way.
事实上,你所在的城市里,真正懂你经历、有过类似体验的人寥寥无几,而且很难找到。
Because the fact is, is that there's only a tiny number of people in your town who know what you're going through and who have been there, and they're hard to find.
就算你找到了这些人,也很难有这样一个明确的时间和场合,大家坐下来,规则清晰——我们聚在这里,就是为了互相支持,彼此充当董事会。
And if you can find them, it's hard to have this explicit time, this explicit place where you sit down, the rules are clear that we are here to help each other and to be one another's board of directors.
最大的风险不是失败。
The biggest risk is not failing.
你已经有公司了,而且运转得不错。
You have a company and it's working.
你不会出问题的。
You're going to be fine.
但最大的风险是,十年后醒来,发现自己在事业和人生上几乎没什么成长。
But the biggest risk is waking up ten years from now and saying, shit, I barely grew in business and in life.
对于你这样有抱负的人,我们最想帮你们避免的,就是潜力浪费和日后后悔。
And for people like you who are ambitious, wasted potential, and regret is what we want to help you to avoid.
我们已经组建了这么多小组,成员超过一千人。
We have made so many of these groups and we have a thousand plus members.
我知道这套方法真的有效,不管你是不是通过Hampton来参与,还是自己拉个小组都行。
And I know this stuff actually works, whether you work with Hampton or you get your own group on your own.
但如果你能有一个这样的小组,每个月面对面聚一次,真的能改变你的人生。
But having a group like this, a group of people who you meet with in real life once a month, it can change your life.
它改变了我的人生,我也相信它一定能改变你的。
It changed mine, and I know it will change yours.
所以不妨去了解一下。
So check it out.
去hampton.com加入我们。
Join hampton.com.
作为父母,我们受旧有教育体系的影响,总觉得孩子只要会算乘法、跑五公里、爬四十英尺的岩壁、开个公司、演部百老汇音乐剧就够了。
We as parents, because of the old system and learning two x or 10 times or learning these life skills, running five k's, climbing 40 foot rock walls, launching businesses, you know, Broadway musicals.
我们对孩子能做的事设的期望,远低于他们实际的能力。
Our expectations of what kids do is much lower than what their capability is.
对吧?
Right?
地球上最大的未开发资源就是人的潜能,而我们现在有了百年来第一次重新想象它的机会。
The greatest untapped resource on on planet Earth is human potential, and we now have the first chance, right, in a hundred years to re envision it.
我们在Alpha展示的就是,这些孩子能做的远超我们的预期。
And what we're showing at Alpha is these kids can do 10 times more than we expect.
我觉得这件事未来能发展到多大,我的想法是,二十年内让这个项目覆盖十亿孩子。
I believe how big this is gonna get is, you know, my view is almost twenty years and get this to a billion kids.
对吧?
Right?
这将彻底改变每个人的教育方式。
And it is gonna utterly transform education, you know, for everybody.
当你想到人工智能将如何改变世界的时候。
That when you think about AI is gonna transform the world.
对吧?
Right?
没有任何领域会比教育受到人工智能更深远的影响。
There is nothing that is going to have there's no part of the world that AI is gonna have a bigger impact than education.
这绝对是稳赢的局面。
It is the unmitigated win.
对吧?
Right?
现在是历史上最好的时代,五岁的孩子将迎来一个无比光明的未来,接下来的十二年会特别棒。
This is the best time in history to be a five year old because the twelve years ahead of you are gonna be great.
要实现这一切,还有很多工作要做,对吧?
And so there's lots of work to do, right, to do that.
但我觉得,一旦你真正明白什么是可能的,理解我们Alpha所展示的一切背后的意义,
But I believe that once you realize what's possible and why we get all the what we're showing with Alpha.
只要你展示了这种可能性,就没有哪个父母会不希望自己的孩子拥有这样的机会。
So once you show this is possible, there isn't a parent who doesn't say, I don't want this for my kid.
过去二十年你一直沉默,但你一直在默默打造这一切。
You were silent for the last twenty years, but you've been quietly building that.
那你那时候为什么不说话,现在却开口了?
Why weren't you talking then and you're talking now?
是因为你得说服父母去试试这个吗?
Is it just because you need to influence parents to give this a shot?
这其实有两个原因。
So there's two parts.
一个是2005年我也结婚了,那之后我就再没公开说过话。
One is 2005 is also the year I got married, which was last time I talked.
组建家庭之后,站在聚光灯下确实更难了。
And so, you you know, in building the family, being in the limelight's harder.
对吧?
Right?
安静一点反而更轻松。
It's easier if you're just quiet.
而且那时候公开说话对业务也没帮助。
And second, it didn't help the business.
九十年代的时候,这确实对生意帮助很大。
So in the nineties, it really helped the business.
2005年之后,就没什么帮助了。
Didn't help the business after 2005.
但现在这个情况,确实很有帮助。
And then now for this, it absolutely does.
对吧?
Right?
教育变革最大的障碍其实是家长。
The biggest impediment to change in education is the parents.
对吧?
Right?
因为我们就像水里的鱼,对周围的一切都习以为常。
Because all we know, right, we're fish in the water.
我们所熟悉的,就是我们父母和祖父母那一代的教育体系。
All we know is the education system we went through in our parents and our grandparents.
所以人们对改变的抵触情绪特别大。
And so there's just massive resistance to change.
对吧?
Right?
大家都不太相信。
There's disbelief.
对吧?
Right?
我们的市场部门,你知道,他们的口号是‘教育家长’。
Our marketing department, you know, their slogan is we educate the parents.
对吧?
Right?
因为根本没人信这套。
Because nobody believes this.
比如你听过我的一个播客,最常听到的反馈就是:‘我不相信孩子能学得快十倍。’
Like, you you listen to one of my podcasts, the number one feedback is, well, I don't believe kids can learn 10 times faster.
我不觉得这些孩子真的比放假更喜欢上学。
I don't believe these kids really love school more than vacation.
对吧?
Right?
所以,回到向外传播这个理念上来,我觉得这至关重要,但历史上教育界从来就没做过这个。
And so back to being out there and and and getting the message out, I I consider it critical, and education historically hasn't had that.
要覆盖十亿学生,你得有上千万所这样的先锋学校吧?
To do a billion students, you need, like, 10,000,000 alpha schools or something?
你打算怎么实现呢?
How how are you gonna do that?
我看到你在算账了,Shaan。
I saw you doing the math, Shaan.
Shaan,你刚说完那话,我就看见你在打字,立马知道你在计算器上算什么了。
Shaan, right when you said that, I saw him type, and I knew exactly what he was doing on his calculator.
假设美国有十万所学校,再回到十亿这个数字,现在会有不同的路径来达成这个目标。
So, I mean, if there's a 100,000 schools in The US, you know, and back to a billion, now there's gonna be different ways to get there.
一种就是实体学校。
One is just physical schools.
对吧?
Right?
所以我现在正在研究怎么扩大实体学校的规模。
And so I am learning how to scale physical schools.
对吧?
Right?
这将会覆盖全国范围。
This is gonna be, you know, across the nation.
如果你想知道这背后的商业规模,美国私立学校市场大约有1000亿美元。
Just to give you scale if you want on the business side of this, you know, private school market in The US is about a $100,000,000,000.
所以这是一个巨大的市场,就算进不了公立系统,我们也能做。
So it's a huge market where even if I don't get to public school, we will.
就算进不了公立学校,光是这1000亿美元的市场,就已经给我们提供了很好的切入点。
But even if I don't get to public school, I have a $100,000,000,000 market that gives me a great beachhead.
所以Alpha才启动了。
That's why Alpha started.
我们专注私立学校,就是因为有你作为核心,带来信誉和收入,这才支撑起所有其他部分。
It's why we're high in private school is because it's you, right, the anchor, right, and the credibility and the revenue, right, that then funds everything else.
这就像你的特斯拉Roadster。
It's your Tesla Roadster.
没错。
Yeah.
对。
Yeah.
特斯拉Roadster确实是个好例子。
Tesla Roadster is a great one.
所以这个一千亿美元的市场,就是美国K12教育领域。
So there there's that $100,000,000,000 market, and that's US K 12.
要多久才能盈利?
How long does that take to make a profit?
那你只是在用自己的钱吗?
And are are you just using your money?
是的。
Yeah.
我为自己的软件公司投入了十亿美元作为首笔资金。
So I put in a billion dollars for my my software company as the the first payment.
但回到刚才说的,要覆盖十亿孩子,需要几百亿美元的投入。
But back to this, getting to a billion kids is gonna take tens of billions of dollars.
所以,改革教育是一个数万亿美元规模的产业,对吧?
So fixing education is a multi trillion dollar industry, right?
它是全球第二大产业,仅次于医疗健康。
It's the second largest industry besides healthcare globally.
但目前根本没有什么像样的东西。
And there's nothing there.
对吧?
Right?
其实根本没什么私营企业参与其中。
It's there's no, there's no private market players really.
所以,教育领域完全有机会出现像SpaceX那样的公司。
And so, you know, there is definitely the opportunity to build SpaceX for education.
而且需要的资金量确实很大。
And so and the capital requirements are high.
你得建起一大批校园。
You want all these campuses.
我们现在正忙着优化商业模式,证明教育也能做成赚钱的生意,让资本市场愿意投钱来扩大规模。
Now we're busy innovating on the business model to show that you can build a profitable biz a business so that capitalism can provide the capital needed to to scale education.
对吧?
Right?
过去,教育领域的所有事情都是非营利性质的。
Historically, everything in education has been nonprofit.
非营利模式的问题在于,它根本没法规模化——你做得越好,捐款反而来得越快、去得也越快。
And the problem with nonprofits is nonprofits are nonscalable, which is the better your product, the faster your donations go away.
对吧?
Right?
有很多优秀的特许学校,排队报名的人数都超过三千人。
There's plenty of really good charter schools who have 3,000 person wait lists.
如果你问这些学校的校长,为什么不开分校呢?
And if you ask their head of their school, why don't you open another one?
他们会说,我正等着一笔四千万美元的捐款,好建新校区。
And they're like, I'm waiting on a $40,000,000 donation, you know, to build a new campus.
我可没这问题,因为我已经有上千个家庭在纽约市的说明会上等着了,只要我打算建新校区,大家都会乐意投资——我现在自己在垫钱,但未来肯定有人愿意为这个项目注资。
I don't have that problem because I have a thousand families in New York City at the info session, right, who as soon as I want capital to build a new campus, right, every I I'm funding it right now, but everybody's gonna be happy to to give me capital to to build the business.
其次,你得想想怎么打造顶尖产品。
Second, you know, and and thinking about alpha.
顶尖产品就是高端私人教育市场。
Alpha's the high end private pool.
你应该把K到12教育做成教育界的斯坦福。
You should think Stanford of k through 12.
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