硅谷傳奇投資人沒打算退休
????問:你說大家的理解有偏差,你所說的理解是指外界認為你要退休嗎? ????是的。 ????問:你不打算退休嗎? ????不,不,不,不。大家沒弄清楚,存在誤會,管理、照料生意和進行投資不同。我工作時的身份只是紅杉資本投資團隊中的一員。 ????問:你能給我介紹一項眼下讓你感到興奮的投資項目嗎? ????就新近的投資活動而言,在舊金山有一個叫做Stripe的項目,這是一家支付公司。另外一個項目叫Klarna,業務設在歐洲的斯德哥爾摩等地,這是一家信貸供應商,而且是歐洲同類在線信貸公司中的領頭羊。就是這兩個項目,它們都是私營公司。 ????問:作為高層,就你對投資主題的看法而言,紅杉目前最感興趣的主題有哪些? ????生存。 ????問:好的,你在這方面做得相當好,你不覺得嗎? ????沒錯。活下來,而且是勉強活著。瞧,我從不愿意談這些問題,當然,我并不介意別人這么問。我覺得這種問題就好比讓某個產品的制造商談他們生產的產品。所以,我總是說,我們的工作只不過就是確保我們明天不會無人問津。 ????問:我想確認一下我理解了你的意思。作為一家公司,或者說作為一名投資者,你們確實有主題。你們有重點區域,而且你們在這些領域中采取行動,但你們不愿意提到這些,至于原因可以這樣說,為什么要讓它們引起關注呢? ????說的對。 |
????Q: When you say there was a misconception, you mean the conception was that you were retiring? ????Yes. ????Q: And you are not? ????No, no, no, no. People got confused and misunderstood that managing and heeding the business was different from working on investments. And I'm just working as one of the investors on the team of Sequoia Capital. ????Q: Can you tell me one of your current investments that you're excited about right now? ????Of the younger ones, there's one in San Francisco called Stripe which is a payments company and then another one in of all places Stockholm called Klarna, that provides credit as well as in Europe and is the leading company of its sort online in Europe. And so those are two. Both of them are private companies. ????Q: At a high level what are the themes that Sequoia is most interested in right now to the extent that you think about the investing world thematically? ????Survival. ????Q: Well, you've done quite well at that, wouldn't you say? ????Yeah. Survival and scratching out a subsistence. See, I never want to talk about those things. I think it's like asking -- I don't mind obviously people asking the question -- but I think it's like asking people to talk about products that they're working on if you're a product company. And so, I always say we're just working on making sure that we're relevant tomorrow. ????Q: I want to make sure I understand you. Would you agree then that as a firm or as an investor yourself, you do in fact have themes. You have areas of focus and you prosecute those and you prefer not to talk about them because why would you want to attract attention to them? ????Correct. |