跳至主要内容

罗伯特·艾格 创始人肖像计划 <​Ep.2>


Note

  • 这个男人,过去十五年时间,几乎不接受采访,只是静悄悄的,花掉了1000亿美金。
    ——这个男人,太厉害了......

  • 艾格跳槽去了ABC,从最底层的小导播做起,一辈子46年职业生涯,再也没有跳过槽。这46年里的最后15年,他升任CEO,做出了惊天动地的大事情。

  • 今年,艾格退休写了自传,起名字叫《The Ride of a Lifetime》,我想了半天,这书名有点拽,只能翻译成《一辈子就要干一票大的》,笔者一介俗人,但愿艾总不要介意,哈哈。
    ——《一辈子的旅途》,感觉会更契合些?哈哈哈

  • 在艾总的这本《干一票》里,我读来读去,总是找不到他是怎么升到副总裁的——升到副总裁之后的一步步到CEO倒是写的很细致,看来大佬写自传也为自己讳,不愿意提太多当年勇。
    ——Interesting

  • 地表最强二人组(Tom Murphy和Dan Burke)最牛逼的成就就是不出让股权(Equity)的资本并购。一路用自由现金流加发行债券来进行收购,85年的时候举债30亿,配合巴菲特的5亿美金,小鱼吞大鱼,一把吃掉了当时比自己体量大得多的ABC电视台。他们俩的管理特点是极端节俭,冷血砍成本(不禁让人想到贝索斯),收购完成后,直接开掉1500员工、干掉高管电梯、高管餐厅、全员改坐经济舱,甚至于把曼哈顿总部的办公室卖了,换来1.75亿美金。三年多就把当时举的债还完。

  • 作为巴菲特一辈子最推崇的企业家组合,Tom和Dan还有一个特点:放权。他们俩极为谨慎用人,但是一旦选中,就破格提拔,尚方宝剑交出,让牛人干大事。没干多久,俩人就接二连三的退休了,艾格你年轻,你来当总裁!

  • 艾格原话是这么写的:“我心里也有预期,感觉最后总裁的位置是我的,但是确实没想到来的那么快”。按照网友的话就是“一脸懵逼”。

  • 艾格有个特点,他性格是标准的外柔内刚,外圆内方。他不强势,不豪夺,永远不是人群中最聒噪的那位。他能等,在大都会(CapCities)花六年时间做三把手,等到二把手退休,再等好几年到一把手退休,最终上位
    ——耐得住寂寞,受得住繁华

  • 21世纪出头即提出战略:
    第一句:我们只做高质量品牌视频
    第二句:全力拥抱技术而不是对抗
    第三句:全球化

  • 大佬的出手案例:

    • 2006年从乔布斯手里收走Pixar皮克斯,给迪士尼的动画部门注入新鲜血液。2009年40亿美金收购漫威,可能是历史上最赚的10笔交易之一了。2009年买Hulu,2012年买星战(LucasFilm),2019年买21世纪福克斯。这些大手笔并购,都发生在我眼前,但是我硬是没看出来艾格下的这盘大棋,里面藏着多么致命的一击。
    • 十五年间,把内容全部license给奈飞和苹果。观众看得开心,白花花的银子往迪士尼口袋里走。这是因为,迪士尼知道,自己的技术还不太行,开发网站和App不是强项,贸然启动会沦为笑柄,而且时机还不成熟,所以先闷声发大财15年。
    • 到2016年,迪士尼收购了流媒体底层技术公司BAMTech,终于补齐自己的技术短板。随后2018年发布ESPN+,试水直播稳定性,逐渐打磨用户体验。
    • 2019年,突然砍掉全部商业合作,终于推出DisneyPlus,所有内容独家在我这里看!
  • 2016年,小米手机的开发人员大概是200人,不包括米聊等其他项目,就是直接围绕手机开发的人。

  • 你猜一下,华为当时有多少人围绕手机做开发? 我告诉你,1.2万人。2016年,华为投了1.2万人围绕手机做开发,将近100倍的差距,直接砸下来。
    ——太刚了,没想到真这么多人

  • 2019年11月,DisneyPlus上线,所有漫威、皮克斯、星战和迪士尼的内容,仅此一家,别无分号。48小时内,美国和加拿大1000万人付费订阅,随后到今天为止每天100万人订阅。整个北美一共就3亿多人啊!

  • 通读艾总的全书,我看到了一个中人之资的职业经理人,一路上穿过重重障碍,用自己前半辈子的人生,爬到职场最高点,然后用后半辈子的人生,终结了一场战争的故事。
    ——这才是牛逼的CEO

Popular posts from 产品随想的博客

Interview at the All Things Digital D5 Conference, Steve and Bill Gates spoke with journalists Kara Swisher and Walt Mossberg onstage in May 2007.

Kara Swisher: The first question I was interested in asking is what you think each has contributed to the computer and technology industry— starting with you, Steve, for Bill, and vice versa. Steve Jobs: Well, Bill built the first software company in the industry. And I think he built the first software company before anybody really in our industry knew what a software company was, except for these guys. And that was huge. That was really huge. And the business model that they ended up pursuing turned out to be the one that worked really well for the industry. I think the biggest thing was, Bill was really focused on software before almost anybody else had a clue that it was really the software that— KS: Was important? SJ: That’s what I see. I mean, a lot of other things you could say, but that’s the high-order bit. And I think building a company’s really hard, and it requires your greatest persuasive abilities to hire the best ...

Commencement Address at Stanford University--“Stay hungry. Stay foolish.”

I am honored to be with you today for your commencement from one of the finest universities in the world. Truth be told— I never graduated from college. This is the closest I’ve ever gotten to a college graduation. Today I want to tell you three stories from my life. That’s it. No big deal. Just three stories. The first story is about connecting the dots. I dropped out of Reed College after the first six months but then stayed around as a drop-in for another eighteen months or so before I really quit. So why did I drop out? It started before I was born. My biological mother was a young, unwed graduate student, and she decided to put me up for adoption. She felt very strongly that I should be adopted by college graduates, so everything was all set for me to be adopted at birth by a lawyer and his wife. Except that when I popped out they decided at the last minute that they really wanted a girl. So my parents, who were on a waiting...

产品随想 | 周刊 第43期:历史上的今天

Products Huberman Lab   https://hubermanlab.com/ 一款聚焦于健康的播客 今日热榜   https://tophub.today/ 聚合展示,国内各热门榜单,对跟进热点非常有帮助,热点运营的好帮手 SketchyBar   https://github.com/FelixKratz/SketchyBar A highly customizable macOS status bar replacement Mac菜单栏定制 自定义程度很高,看作者展示的案例,暂时没想出这样的好处(不过应用本身的编辑,确实也没啥意义)生命在于折腾吧! Thanks-Mirror   https://github.com/eryajf/Thanks-Mirror 整理记录各个包管理器,系统镜像,以及常用软件的好用镜像,Thanks Mirror。 Musicn   https://github.com/zonemeen/musicn 一个下载高品质音乐的命令行工具,音乐来源: 咪咕 Planet Minecraft A creative Minecraft community fansite sharing maps, minecraft skins, resource packs, servers, mods, and more. 里面有很多动人的故事 可能是世界上最大的Minecraft社区,从2010年至今 The Uncensored Library   https://www.uncensoredlibrary.com/en blockworks   https://www.blockworks.uk/ "Distinctive maps for Minecraft that have educated players and risen to the level of art" 游戏也可以让人有更高的实现,而不仅仅是沉迷其中,国外游戏厂商比我们做的好太多 Minecraft_Memory_Bypass_GUI   https://github.com/xingchuanzhen/Minecraft_Memory_Bypass_GUI 绕过Minecraft...

巴菲特致股东信-1976年

 笔记: 为什么选择轻资产行业:当竞争疯狂时,不会强迫加入降价大战 最终选择了费雪的思想,选择能理解的优秀企业,以合理的价格买入并长期拥有 翻译: 雪球:https://xueqiu.com/6217262310/131440258 备份:https://archive.ph/XLK0S 原文: To the Stockholders of Berkshire Hathaway Inc, After two dismal years, operating results in 1976 improved significantly. Last year we said the degree of progress in insurance underwriting would determine whether our gain in earnings would be "moderate" or "major." As it turned out, earnings exceeded even the high end of our expectations. In large part, this was due to the outstanding efforts of Phil Liesche's managerial group at National Indemnity Company. In dollar terms, operating earnings came to $16,073,000, or $16.47 per share. While this is a record figure, we consider return on shareholders' equity to be a much more significant yardstick of economic performance. Here our result was 17.3%, moderately above our long-term average and even further above the average o...

巴菲特致股东信-1973年

 笔记: 在上一年度预测的今年竞争加剧导致利润下滑,真的发生了 翻译Link: 雪球:https://xueqiu.com/6217262310/131257618 备份:https://archive.ph/KIfdT 原文: To the Stockholders of Berkshire Hathaway Inc.: Our financial results for 1973 were satisfactory, with operating earnings of $11,930,592, producing a return of 17.4% on beginning stockholders' equity. Although operating earnings improved from $11.43 to $12.18 per share, earnings on equity decreased from the 19.8% of 1972. This decline occurred because the gain in earnings was not commensurate with the increase in shareholders' investment. We had forecast in last year's report that such a decline was likely. Unfortunately, our forecast proved to be correct. Our textile, banking, and most insurance operations had good years, but certain segments of the insurance business turned in poor results. Overall, our insurance business continues to be a most attractive area in which to employ capital. Management'...

巴菲特致股东信-1975年

 笔记: 华盛顿邮报已成为伯克希尔第一重仓股 翻译: 雪球:https://xueqiu.com/6217262310/131409324 备份:https://archive.ph/4hgK3 原文: To the Stockholders of Berkshire Hathaway Inc.: Last year, when discussing the prospects for 1975, we stated “the outlook for 1975 is not encouraging.” This forecast proved to be distressingly accurate. Our operating earnings for 1975 were $6,713,592, or $6.85 per share, producing a return on beginning shareholders ’ equity of 7.6%. This is the lowest return on equity experienced since 1967. Furthermore, as explained later in this letter, a large segment of these earnings resulted from Federal income tax refunds which will not be available to assist performance in 1976. On balance, however, current trends indicate a somewhat brighter 1976. Operations and prospects will be discussed in greater detail below, under specific industry titles. Our expectation is that significantly better results in textiles, earnings added from recent acquisitio...

Steve Jobs introduced the iPhone on January 9, 2007.

This is a day I’ve been looking forward to for two and a half years. Link Every once in a while, a revolutionary product comes along that changes everything. And Apple has been— well, first of all, one’s very fortunate if you get to work on just one of these in your career. Apple’s been very fortunate. It’s been able to introduce a few of these into the world. In 1984, we introduced the Macintosh. It didn’t just change Apple, it changed the whole computer industry. In 2001, we introduced the first iPod, and it didn’t just change the way we all listen to music, it changed the entire music industry. Well, today, we’re introducing three revolutionary products of this class. The first one is a widescreen iPod with touch controls. The second is a revolutionary mobile phone. And the third is a breakthrough internet communications device. So, three things: a widescreen iPod with touch controls; a revolutionary mobile phone; and a breakthrough internet communicat...

产品随想 | 周刊 第90期:史家之绝唱,无韵之离骚

Why AI Will Save the World   https://a16z.com/2023/06/06/ai-will-save-the-world/ Marc Andreessen的雄文,十分有說服力,邏輯清晰 辯證了現今AI監管拋出的5個可能的AI問題 讀的過程中,腦海裏浮現的都是編程隨想那篇文章 为什么马克思是错的?——全面批判马列主义的知名著作导读   https://program-think.blogspot.com/2018/09/Book-Review-The-Errors-of-Marxism-Leninism.html 兩者的思維鏈條、敘事方式,非常相似 人民聖殿教   https://zh.wikipedia.org/zh-hk/人民圣殿教?useskin=vector 瓊斯自稱是神的化身,幾千年前轉世為釋迦牟尼,創建了佛教;後來又轉世為耶穌基督,創建了基督教;之後短期化身轉世為巴孛,建立巴哈伊信仰;最後轉世為列寧,將社會主義發揚光大。 邪教徒聲稱自己轉世成了列寧,這說明了什麼? Apple Vision   https://stratechery.com/2023/apple-vision Omnivore   https://github.com/omnivore-app/omnivore Omnivore is a complete, open source read-it-later solution for people who like reading. How the YouTube Algorithm Works in 2023: The Complete Guide   https://blog.hootsuite.com/how-the-youtube-algorithm-works/#A_brief_history_of_the_YouTube_algorithm 外人眼中的YouTube推薦算法變遷 Histography   https://histography.io/ “Histography" is interactive timeline that spans across 14 billion years of history, f...

巴菲特致股东信-1974年

 笔记: 价格战企业的逻辑:需要降价获取销量--->需要降低成本--->怎么降?扩大规模以摊低成本--->提高固定资产投入--->净资产回报率会降低 翻译: 雪球:https://xueqiu.com/6217262310/131257947 备份:https://archive.ph/5CEP6 原文: To the Stockholders of Berkshire Hathaway Inc.: Operating results for 1974 overall were unsatisfactory due to the poor performance of our insurance business. In last year's annual report some decline in profitability was predicted but the extent of this decline, which accelerated during the year, was a surprise. Operating earnings for 1974 were $8,383,576, or $8.56 per share, for a return on beginning shareholders' equity of 10.3%. This is the lowest return on equity realized since 1970. Our textile division and our bank both performed very well, turning in improved results against the already good figures of 1973. However, insurance underwriting, which has been mentioned in the last several annual reports as running at levels of unsustainable profitability, turned dramatically worse...

Interview with Steve Jobs, WGBH, 1990

Interviewer: what is it about this machine? Why is this machine so interesting? Why has it been so influential? Jobs: Ah ahm, I'll give you my point of view on it. I remember reading a magazine article a long time ago ah when I was ah twelve years ago maybe, in I think it was Scientific American . I'm not sure. And the article ahm proposed to measure the efficiency of locomotion for ah lots of species on planet earth to see which species was the most efficient at getting from point A to point B. Ah and they measured the kilocalories that each one expended. So ah they ranked them all and I remember that ahm...ah the Condor, Condor was the most efficient at [CLEARS THROAT] getting from point A to point B. And humankind, the crown of creation came in with a rather unimpressive showing about a third of the way down...