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專欄 - 從華爾街到硅谷

安德森-霍羅維茨投資公司成為媒體寵兒

Dan Primack 2012年05月08日

Dan Primack專注于報(bào)道交易和交易撮合者,從美國(guó)金融業(yè)到風(fēng)險(xiǎn)投資業(yè)均有涉及。此前,Dan是湯森路透(Thomson Reuters)的自由編輯,推出了peHUB.com和peHUB Wire郵件服務(wù)。作為一名新聞工作者,Dan還曾在美國(guó)馬薩諸塞州羅克斯伯里經(jīng)營(yíng)一份社區(qū)報(bào)紙。目前他居住在波士頓附近。
成立時(shí)間不長(zhǎng)的風(fēng)險(xiǎn)投資公司安德森-霍羅維茨儼然已經(jīng)成了媒體的寵兒,把同行們的臉都?xì)饩G了。這家年頭不長(zhǎng)的公司融資能力驚人,成立三年就募集了近25億美元資金,而且投資眼光獨(dú)到。此外,公司高管聲譽(yù)頗佳,還特別善于和媒體打交道,公司因此受到媒體熱捧。難怪其他風(fēng)投公司有點(diǎn)惱火。

????同樣重要的是:安德森-霍羅維茨公司似乎對(duì)媒體并不偏心。可以肯定,馬克、本與某些記者的關(guān)系會(huì)更密切一些,但這家公司在發(fā)布新聞時(shí)似乎總是一碗水端平。每年,它還會(huì)舉行幾次非正式的宴會(huì),邀請(qǐng)一些記者與公司高管共同進(jìn)餐。

????批評(píng)人士或許會(huì)說(shuō),這樣的宴會(huì)無(wú)異于操縱媒體。但這些舉動(dòng)反映的只是安德森-霍羅維茨公司對(duì)與媒體接觸的重視。不僅是有好消息時(shí)如此,情況令人不快之時(shí)也同樣如此。如果一位記者覺得一家公司對(duì)自己不錯(cuò),至少他們會(huì)在落筆前給公司一個(gè)公平的辯解機(jī)會(huì)。

????2. 投資很少失手。沒錯(cuò),安德森-霍羅維茨公司成立的時(shí)間太短,還沒有很多重大的成功案例,但也沒有很多重大的失敗案例。換言之,沒有一系列的壞交易可供人批評(píng)。事實(shí)上,迄今為止,它最大的失敗或許是選擇投資社交圖片分享網(wǎng)站PicPlz,從而喪失了追加投資圖片分享服務(wù)Instagram的能力。這個(gè)錯(cuò)誤意味著安德森-霍羅維茨公司只能凈賺7,800萬(wàn)美元,而不是數(shù)億美元。

????3. 公司不存在腐敗現(xiàn)象,公司高管也沒有難以讓人忍受的個(gè)人缺點(diǎn)。聽到過(guò)有人說(shuō)安德森讓哪位創(chuàng)業(yè)家抓狂嗎?或者,霍維茨對(duì)某位記者大發(fā)雷霆?沒錯(cuò),我也沒有聽說(shuō)過(guò)。不是說(shuō)這種事從未發(fā)生過(guò)——每個(gè)人都有失控的時(shí)候——但這兩位冠名合伙人名聲都不錯(cuò)。這一點(diǎn)在采寫其它新聞的時(shí)候也很重要。

????因此,說(shuō)到底,其他風(fēng)險(xiǎn)投資人對(duì)安德森-霍羅維茨公司的嫉妒完全可以理解。萬(wàn)一哪一天安德森-霍羅維茨公司一步走錯(cuò),今天把馬克和本送上神壇的媒體又親自把他們拉下神壇的話,這些嫉妒的人或許有些幸災(zāi)樂禍。但目前,安德森-霍羅維茨公司成為媒體寵兒理所應(yīng)當(dāng),其他人只能對(duì)不起了。

????譯者:老榆木

????Equally important: Andreessen Horowitz doesn't seem to play favorites. I'm sure that Marc and Ben have closer relationships to certain scribes than to others, but the firm seems to offer up its own news on an even playing field. It also hosts several off-the-record dinners each year, at which groups of reporters are invited to break bread with firm execs.

????Critics might argue that such meals amount to media manipulation, but they simply reflect how Andreessen Horowitz recognizes the value of access. Not only when it comes to good news, but also when it comes to less flattering situations. If a reporter feels he or she has been treated well by a firm in the past, they will at least give the firm a legitimate chance to plead its case before laying down the written hammer.

????2. Few failures. While it is true that Andreessen Horowitz is too green to have had many major successes, it also hasn't had many major failures. In other words, there isn't a series of bad deals for us to criticize. In fact, it's biggest mistake so far might have been choosing to invest in PicPlz at the expense of losing its ability to re-up with Instagram. And that mistake simply meant that Andreessen Horowitz will net around $78 million in profit instead of a couple hundred million.

????3. No corruption or other personal foibles. Ever heard ther one about how Andreessen screwed over that entrepreneur. Or how Horowitz dressed down that reporter? Yeah, me neither. Not saying it hasn't happened -- everyone has their moments -- but neither name partner has developed a nasty reputation. That matters when developing other narratives.

????Again, the envy felt by other VCs toward Andreessen Horowitz is completely understandable. And, someday, they might get some schadenfreude if Andreessen Horowitz missteps cause us reporters to tear Marc and Ben down from the pedestal that we built for them. But, for now, the adoration is deserved. Sorry.

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