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我們當年為什么敢投資LinkedIn

我們當年為什么敢投資LinkedIn

David Sze 2013-10-17
如今的LinkedIn自然如日中天,光彩照人。但是九年前,它在眾多競爭對手當中并不出眾,而社交網絡基本上還是一個還沒有得到認可的全新概念。不過,LinkedIn早期的投資者依然看到了這家公司身上成功的潛力,明智地作出了投資的決定。他們看到了什么?

????最后一些思考

????回顧我們的備忘錄,我發現我甚至沒有用“社交網絡”這個詞。總的說來,當時那仍是一個相對較新的概念,自然還沒有人將它應用于商業網絡中。

????他們只有90萬用戶,但是我卻大膽(甚至瘋狂地?)推測他們可能具備完成艱巨擴張任務的條件。接下來的九年清楚地表明,他們經過大量艱苦卓絕的努力,為商務用戶建立了一個統治性的平臺。我說過嗎?我們之前都是樂天派的企業家和經營商,深愛著我們的公司和創始人。

????最后,也是最重要的,盡管雷德極度熱情,我還是低估了這位卓爾不凡的公司創始人、創新者和我有幸與之共事的人物,開始是在LinkedIn,現在則是在格雷洛克。

????LinkedIn的崛起已被詳盡地記錄在案,不過從字面上,我們仍然容易低估雷德不懈的決心和對于以上兩點的專注度:發展用戶基礎,增加用戶價值。他在業務發展過程中專注于打造真正世界一流的團隊,無私地為杰夫?韋納爾(LinkedIn現任首席執行官)的公司尋找合適的長期合伙人,這給我上了無比寶貴的一課。

????請花點時間看看雷德的融資演示和點評吧。這是一位稀世之才獻出的稀世之禮。

????本文大衛?斯澤是格雷洛克風投公司的合作伙伴,同時也是LinkedIn的董事會成員。

????譯者:嚴匡正??

????Some last reflections

????Re-reading our memo, I noticed that I didn't even use the words "social network." This was still a relatively new concept overall, and certainly not one yet applied to business networks.

????With 900,000 users, I was bold enough (crazy enough?) to assume that the hard work of getting to scale may have been behind them. Clearly the ensuing nine years showed that they had plenty of hard work left to build a dominant platform for business users. Did I mention we are all ex-entrepreneurs and operators that are prone to optimism and falling in love with our companies and founders?

????And finally, most importantly, though extremely enthusiastic about Reid, I still managed to underestimate the remarkable company-builder, innovator and person that I have been privileged to work with, first at LinkedIn, and now at Greylock as well.

????The rise of Linkedin has been well documented, but it's still easy to underestimate on paper Reid's ceaseless determination and focus on the first two points made above: grow the user base, and increase value to our users. And his obsession with building a truly world-class team for every phase of the journey, punctuated by his lack of ego in finding the right long-term partner for the business in Jeff Weiner, remain an unparalleled lesson for me.

????Please do take the time to Reid's pitch deck and commentary. It's a rare treat from a rare person.

????David Sze (@davidsze) is a partner with venture capital firm Greylock, and a director on the LinkedIn board.

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