① 他说过的话

12 条

我们做的事情是稀缺的。我们试图每年只做一笔交易。仅此而已。我们的工作就是做成一笔。
What we do is scarce. We’re trying to do one deal per year. That’s it. Our job is to do one.
—— Michael Lee · [00:22]

指向原始笔记的链接

在一个你相信超额收益来自工程和 AI 的世界里,你需要打造一种文化,让备受推崇的人物形象是工程师,这就是必需的。
In a world where you believe that alpha comes from engineering and AI, you need to create a culture whereby the celebrated persona is the engineer, and that’s what’s required.
—— Michael Lee · [00:02]

指向原始笔记的链接

我们终于有了一个我们知道可以无限扩展的架构。
We finally had an architecture that we knew could scale infinitely.
—— Michael Lee · [02:52]

指向原始笔记的链接

当你拥有能够 24 小时 7 天工作的机器、能够随电力而扩展的机器、能够完成任何个人或人群都无法做到的事情的机器时,正确的答案是思考如何重组一个组织应该是什么样的,以迎接当今技术所带来的机会。
When you have machines that can work 24-7, that can scale with electricity, that can accomplish what no individual human or group of humans can do, the right answer is to think about how do you start to reorganize what an organization should be to meet the opportunity of what’s available today with technology.
—— Michael Lee · [05:40]

指向原始笔记的链接

服务公司优化的基本上是三件事:进入你的钱包、留在你的钱包里、扩大你钱包中的份额。这是一条走向渐进主义的道路。
Services companies optimize for kind of three things, getting in your wallet, staying in your wallet, growing the share of your wallet. It is a path towards incrementalism.
—— Michael Lee · [09:36]

指向原始笔记的链接

你无法围绕一条今天还不存在的人类流水线来销售产品,即便你认为它应该是那样。
You can’t sell a product around a new human assembly line that doesn’t exist today because that’s how you think it is.
—— Michael Lee · [10:43]

指向原始笔记的链接

说来也怪,银行受监管的性质是一个特性,而不是缺陷。
In a weird way, the regulated nature of the bank was a feature, not a bug.
—— Michael Lee · [16:21]

指向原始笔记的链接

如果你把业务拆解到它的原子单元,其中 80% 基本上是同质的,20% 是垂直行业特定的。
If you break down the business to its atomic units, 80% of it is largely homogenous and 20% of it is vertically specific.
—— Michael Lee · [21:13]

指向原始笔记的链接

我们有一个工程问题和一个人类工程问题。而人类工程问题比工程问题难得多。
We have an engineering problem and a human engineering problem. And the human engineering problem is much more difficult than the engineering problem.
—— Michael Lee · [20:49]

指向原始笔记的链接

有些日子极其、异常孤独,但我不能玩得更开心了。
There are days where it’s extremely exceptionally lonely, but I could not be having more fun.
—— Michael Lee · [35:54]

指向原始笔记的链接

点子很廉价,执行才是真正困难的。而真正杰出的人总能找到办法把事情做成。
Ideas are cheap and execution is really hard. And truly exceptional people will always figure out how to make something work.
—— Michael Lee · [40:26]

指向原始笔记的链接

归根结底,这是一个人与人相关的生意,尤其是在早期,而那些雄心勃勃地在非常大的市场中解决真正困难问题的人,你应该一直支持他们,即使这看起来很疯狂。
By the end of the day, this is a people business, particularly early on, and people working on who are highly ambitious on really hard problems that are in very large markets, you should back them all the time, even if it seems crazy.
—— Michael Lee · [41:01]

指向原始笔记的链接

② 出现在这些集

1 集

• 《买下旧巨头再用 AI 重造：Sequence 的 77 亿美元豪赌》 — 作为嘉宾

③ 他谈到的

点进去有真内容 —— 本页主要出口

Sequence Holdings · Baldwin · Bank South · Atlas · 智能体 · 控股公司 · 组织物理学 · Palantir · Anthropic · OpenAI

④ 也在聊「创业与行业」的人