How Netflix changed entertainment -- and where it's headed | Reed Hastings

230,893 views ・ 2018-07-12

TED


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翻译人员: jacks peng 校对人员: Yan Gao
00:12
Chris Anderson: I have been long so fascinated and amazed
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克里斯 · 安德森(CA): 一直以来,奈飞在许多方面
00:16
by so many aspects of Netflix.
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都令我十分着迷和惊叹。
00:17
You're full of surprises, if I may say so.
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我可以这么说,你们总是让我们充满惊喜,
00:20
One of those surprises happened, I think about six years ago.
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其中一个我认为发生在大概六年前。
00:24
So, the company back then was doing really well,
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公司那时运营得非常好,
00:28
but you were basically a streaming service
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但你们基本上也只是提供流媒体服务,
00:30
for other people's films and TV content.
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内容是其他公司制作的电影和电视内容。
00:34
You'd persuaded Wall Street that you were right
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你们说服了华尔街投资者,认为应该
00:36
to make the kind of radical shift away from just sending people DVDs,
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把给用户寄送DVD的模式进行彻底转变,
00:40
so you were doing it by streaming.
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改成通过流媒体的方式提供服务。
00:42
And you were growing like a weed --
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于是你们像野草一样成长——
现在拥有超过600万订阅用户 和健康的增长率,
00:44
you had more than six million subscribers and healthy growth rates,
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00:47
and yet, you chose that moment
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然而,你选择那个时刻,
00:49
to kind of make a giant -- really, a bet-the-company decision.
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做出那个巨大的、等于赌上了公司的决定。
00:55
What was that decision, and what motivated it?
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那个决定是什么?它的动力是什么?
00:58
Reed Hastings: Well, cable networks from all time
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里德 · 哈斯廷斯(RH): 所有有线电视网络公司都是
01:01
have started on other people's content
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先用其他公司的内容起家,
01:03
and then grown into doing their own originals.
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然后成长到自己进行原创自制。
01:06
So we knew of the general idea for quite a while.
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所以我们很早就知道这个惯常做法了。
01:10
And we had actually tried to get into original content back in 2005,
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我们真正开始尝试原创内容是在2005年,
01:14
when we were on DVD only and buying films at Sundance --
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当时我们还只有DVD模式, 还在圣丹斯电影节上购买电影——
01:18
Maggie Gyllenhaal, "Sherrybaby," we published on DVD --
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马吉 · 盖伦哈尔的《雪莉宝贝》, 我们发行了DVD——
01:21
we were a mini studio.
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我们当时是个迷你工作室。
01:22
And it didn't work out, because we were subscale.
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但那个模式没成功,因为我们规模太小。
01:25
And then, as you said, in 2011,
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然后,如你所说,在2011年,
01:28
Ted Sarandos, my partner at Netflix who runs content,
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泰德 · 萨兰多斯,我在奈飞负责内容的伙伴,
01:32
got very excited about "House of Cards."
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对“纸牌屋”非常兴奋。
01:35
And at that time, it was 100 million dollars,
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那时,投资是1亿美元,
01:37
it was a fantastic investment,
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那是一项了不起的投资,
01:41
and it was in competition with HBO.
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当时在与HBO竞争。
01:44
And that was really the breakthrough, that he picked right upfront.
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那是个真正的突破,他一开始就选对了。
01:47
CA: But that was a significant percentage of the revenue of the company
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CA:但那笔钱占到了公司当时
01:50
at that time.
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营收的很大一部分。
01:52
But how could you get confident that that was actually worth doing?
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但你如何确信这值得去做?
01:56
If you got that wrong,
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如果你错了,
01:58
it might have been really devastating for the company.
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就可能是对公司毁灭性的打击。
02:00
RH: Yeah, we weren't confident. I mean, that's the whole tension of it.
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RH:是的,我们也不是那么有信心。 我意思是我们全都提心吊胆的。
02:04
We were like, "Holy ...!" -- I can't say that.
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我们就想说:“我…”——我不能说脏话。
02:08
Yeah, it was scary.
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是的,挺吓人的。
02:10
(Laughter)
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(笑声)
02:13
CA: And with that, it wasn't just producing new content.
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CA:那么当时,不仅是制作新的内容。
02:17
You also, pretty much with that, if I understand right,
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你们还差不多是,如果我没理解错,
02:19
introduced this idea of binge-viewing.
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引入了刷剧这个概念。
02:21
It wasn't, "We're going to do these episodes and build excitement" --
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它不是在“一集一集地累积兴奋点”,而是
02:25
boom! -- all at one time.
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嘣!——一气呵成。
02:27
And that consumer mode hadn't really been tested.
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那个消费模式还没有真正被验证过。
02:29
Why did you risk that?
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你们为什么会冒那个风险?
02:31
RH: Well, you know, we had grown up shipping DVDs.
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RH:你知道,我们最初是靠邮寄DVD起家的。
那时候有DVD系列,套装。
02:34
And then there were series, box sets, on DVD.
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02:36
And all of us had that experience watching some of the great HBO content
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我们所有人都有观看 某些HBO好剧的那种体验,
02:41
you know, with the DVD -- next episode, next episode.
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有DVD就可以一集接一集地看。
02:44
And so that was the trigger to make us think,
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这就是我们思考的引线,
02:47
wow, you know, with episodic content, especially serialized,
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哇,对于剧集内容,尤其是连续剧,
02:51
it's so powerful to have all the episodes at once.
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一次拥有所有集数真是非常爽。
02:54
And it's something that linear TV can't do.
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这是线性电视节目做不到的。
02:57
And so both of those made it really positive.
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所以这两点都让我们看好它。
03:01
CA: And so, did it work out on the math pretty much straight away,
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CA:那么,是不是可以直接计算出来,
03:04
that an hour spent watching "House of Cards," say,
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用户观看《纸牌屋》1小时,
03:08
was more profitable to you
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相比观看其他公司版权内容1小时,
03:10
than an hour spent watching someone else's licensed content?
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你们是不是收益更多?
03:14
RH: You know, because we're subscription, we don't have to track it at that level.
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RH:实际上,由于我们是订阅模式, 我们不需要这样去监测数据。
03:19
And so it's really about making the brand stronger,
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所以重点是为了让品牌更强大,
03:21
so that more people want to join.
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这样才会有更多的人想加入进来。
03:23
And "House of Cards" absolutely did that,
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而《纸牌屋》的确做到了这点,
03:25
because then many people would talk about it
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因为那时很多人谈论它,
03:28
and associate that brand with us,
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并将那个品牌与我们联系起来,
03:30
whereas "Mad Men" we carried -- great show, AMC show --
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而我们播的《广告狂人》, 大剧,AMC剧——
03:34
but they didn't associate it with Netflix,
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大家不会觉得与奈飞有联系,
即便人们是在奈飞上观看的。
03:36
even if they watched it on Netflix.
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03:38
CA: And so you added all these other remarkable series,
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CA:所以你增加了 所有这些很棒的电视剧,
03:42
"Narcos," "Jessica Jones," "Orange is the New Black," "The Crown,"
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《毒枭》,《杰西卡 · 琼斯》, 《女子监狱》,《王冠》,
03:47
"Black Mirror" -- personal favorite --
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《黑镜》——我个人最爱——
03:50
"Stranger Things" and so on.
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《怪奇物语》等等。
03:51
And so, this coming year,
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那么,在新的一年,
03:54
the level of investment you're planning to make in new content
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你们在新内容方面的投入水平
03:57
is not 100 million.
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不再是1亿美元了。
03:59
It's what?
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那是多少呢?
04:00
RH: It's about eight billion dollars around the world.
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RH:全球大约80亿美元。
04:03
And it's not enough.
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那还不够。
04:06
There are so many great shows on other networks.
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其他网络电视公司有太多好剧了。
04:10
And so we have a long way to go.
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所以我们还有很长的路要走。
04:12
CA: But eight billion --
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CA:但是80亿美元——
04:14
that's pretty much higher than any other content commissioner at this point?
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目前是不是已经比其他 任何内容公司都要高很多了?
04:19
RH: No, Disney is in that realm,
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RH:不,迪斯尼也在这个范围,
04:21
and if they're able to acquire Fox, they're even bigger.
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如果他们成功收购了 福克斯,他们会更多一些。
04:26
And then, really, that's spread globally,
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更何况还要在全球摊开,
04:29
so it's not as much as it sounds.
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所以并没有听起来那么多。
04:32
(Laughter)
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(笑声)
04:34
CA: But clearly, from the Barry Dillers and others in the media business,
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CA:但是很明显, 从巴里 · 迪勒斯和其他媒体公司,
04:38
it feels like from nowhere,
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这有点像一夜之间,
04:40
this company has come and has really revolutionized the business.
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这家公司就起来了, 并彻底改变了这个行业。
04:43
It's like, as if Blockbuster one day said,
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这有点,好像百视达突然说:
04:45
"We're going to make Blockbuster videos,"
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“我们打算制作百视达影视”,
04:47
and then, six years later, was as big as Disney.
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而6年之后,它的规模 就像迪斯尼一样大了。
04:51
I mean, that story would never have happened, and yet it did.
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我意思是,那种事原本 不可能发生,但的确发生了。
04:55
RH: That's the bitch about the internet -- it moves fast, you know?
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RH:这就是互联网的坏处, 它变化太快,对吧?
05:00
Everything around us moves really quick.
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我们周遭这一切都变化很快。
05:02
CA: I mean, there must be something unusual about Netflix's culture
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CA:我想奈飞文化中一定有独特的东西,
05:07
that allowed you to take such bold -- I won't say "reckless" --
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让你们做出如此大胆,我不会说鲁莽,
05:12
bold, well thought-through decisions.
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大胆的、深思熟虑的决定。
05:14
RH: Yeah, absolutely.
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RH:是的,当然。
05:15
We did have one advantage, which is we were born on DVD,
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我们的确有一个优点是, 我们虽然以DVD起家,
05:18
and we knew that that was going to be temporary.
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但我们知道那一切都是暂时的。
05:20
No one thought we'd be mailing discs for 100 years.
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没有谁认为我们准备 一直就这么邮寄光碟。
05:23
So then you have a lot of paranoia about what's coming next,
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所以你会执着地思考接下来该做什么,
05:26
and that's part of the founding ethos,
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这是创业精神的一部分,
05:29
is really worrying about what's coming next.
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是真的担心接下来会发生什么。
05:32
So that's an advantage.
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所以那就是优点。
05:33
And then in terms of the culture,
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就文化而言,
我们非常看重自由和责任。
05:35
it's very big on freedom and responsibility.
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我为自己在一个季度内 尽可能少做决定而感到自豪。
05:37
I pride myself on making as few decisions as possible in a quarter.
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05:41
And we're getting better and better at that.
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我们在这点上做得越来越好。
05:43
There are some times I can go a whole quarter
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有些时候甚至整个季度,
05:46
without making any decisions.
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我没做过任何决策。
05:47
(Laughter)
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(笑声)
05:49
(Applause)
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(鼓掌)
05:51
CA: But there are some really surprising things about your people.
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CA:但你们的员工确实 体现了一些让人惊讶的事实。
05:55
For example, I looked at one survey.
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比如,我看过一份调查。
05:58
It looks like Netflix employees, compared to your peers',
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好像奈飞的雇员,相比你们的同行,
06:02
are basically the highest paid for equivalent jobs.
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基本上收入是同等工作中最高的。
06:05
And the least likely to want to leave.
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离职的意愿也是最低的。
06:08
And if you Google the Netflix culture deck,
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如果在谷歌上搜索奈飞文化版块,
06:14
you see this list of quite surprising admonitions to your employees.
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就能看到一条条针对你们员工的告诫。
06:18
Talk about a few of them.
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来谈谈其中几个吧。
06:20
RH: Well, you know, my first company -- we were very process obsessed.
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RH:在我第一家公司,我们对流程非常着迷。
06:24
This was in the 1990s.
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那是在1990年代。
06:26
And every time someone made a mistake,
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每次有人犯错误,
06:28
we tried to put a process in place
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我们都会建立一个流程
06:30
to make sure that mistake didn't happen again --
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去确保这个错误不会再次发生——
06:32
so, very semiconductor-yield orientation.
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很像半导体公司提高良率的导向。
06:36
And the problem is, we were trying to dummy-proof the system.
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问题在于,我们努力让系统做到防呆。
06:39
And then, eventually, only dummies wanted to work there.
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然而最终只有傻瓜才愿意在那里工作。
06:43
Then, of course, the market shifted -- in that case, it was C++ to Java.
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然后,当然,市场发生了变化, 那时是C++向Java转变。
06:47
But you know, there's always some shift.
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但你知道的,总是会有一些变化。
06:49
And the company was unable to adapt,
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而那个公司不能够适应,
06:51
and it got acquired by our largest competitor.
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于是它被我们最大的竞争对手收购了。
06:54
And so with Netflix, I was super focused on how to run with no process
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于是在奈飞,我非常专注于 如何在没有流程的情况下运行,
07:00
but not have chaos.
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但不能乱。
07:01
And so then we've developed all these mechanisms,
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所以后来我们开发出这些机制,
07:04
super high-talented people, alignment,
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特别有才能的人,齐头并进,
07:07
talking openly, sharing information --
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开放交流,信息共享——
07:09
internally, people are stunned at how much information --
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在公司内部,大家对 能看到这么多信息很震惊——
07:12
all the core strategies, etc.
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所有的核心战略,等等。
07:14
We're like the "anti-Apple" -- you know how they compartmentalize?
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我们像是“反苹果”—— 你知道他们是如何相互隔离的?
07:17
We do the opposite, which is: everybody gets all the information.
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我们正相反,我们的策略是: 每个人都可以获得所有信息。
07:21
So what we're trying to do is build a sense of responsibility in people
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我们努力做的是构建员工的责任感
07:25
and the ability to do things.
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和完成事情的能力。
07:26
I find out about big decisions now that are made all the time,
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我发现常常有些重大的决定,
07:30
I've never even heard about it, which is great.
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是我从来没有听说过的,这是好事。
07:32
And mostly, they go well.
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大多数决策都进展良好。
07:35
CA: So you just wake up and read them on the internet.
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CA:于是你早晨起床上网 才看到这些决策。
07:37
RH: Sometimes.
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RH:有时候是这样。
07:38
CA: "Oh, we just entered China!"
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CA:“哦,我们刚进入了中国市场!”
07:40
RH: Yeah, well that would be a big one.
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RH:是的,噢,那可是件大事。
07:43
CA: But you allow employees to set their own vacation time, and ...
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CA:你还允许员工自己 安排休假时间,还有…
07:48
There's just --
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这只是——
07:50
RH: Sure, that's a big symbolic one, vacation,
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RH:当然,假期安排是非常有代表性的,
07:53
because most people, in practice, do that, anyway.
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因为大部分人其实反正也要休假。
07:56
But yeah, there's a whole lot of that freedom.
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但是的确,有很多这样的自由。
08:01
CA: And courage, you ask for as a fundamental value.
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CA:另外,你还倡导把勇气作为基本价值。
08:07
RH: Yeah, we want people to speak the truth.
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RH:是的,我们想让人们说出真相。
08:09
And we say, "To disagree silently is disloyal."
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我们说:“沉默地反对代表不忠诚”。
08:13
It's not OK to let some decision go through without saying your piece,
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在做出决定之前,必须说出你的意见,
08:18
and typically, writing it down.
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通常还要把它写下来。
08:20
And so we're very focused on trying to get to good decisions
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所以我们看重的是,通过不断辩论
08:23
through the debate that always happens.
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来做出好的决定。
08:27
And we try not to make it intense, like yelling at each other --
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我们尽量不让辩论过激,变成互相吼叫,
08:30
nothing like that.
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不能那样。
08:31
You know, it's really curiosity drawing people out.
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你知道,是真正的好奇心 让人们主动开始表达。
08:35
CA: You've got this other secret weapon at Netflix, it seems,
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CA:看起来在奈飞你还有其他秘密武器,
08:38
which is this vast trove of data,
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这就是大量的数据,
08:40
a word we've heard a certain amount about this week.
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这个词这周我们已经听了好多次。
08:43
You've often taken really surprising stances
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在奈飞,你们同样会采用非常惊人的立场
08:47
towards building smart algorithms at Netflix.
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去构建智能算法。
08:50
Back in the day, you opened up your algorithm to the world
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回到那天,你们向全球开放你们的算法,
08:54
and said, "Hey, can anyone do better than this recommendation we've got?
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还说“嘿,谁能把推荐 做得比我们这个更好?
08:57
If so, we'll pay you a million dollars."
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如果有,我们会支付100万美元”。
08:59
You paid someone a million dollars,
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你们给了某人100万美元,
09:01
because it was like 10 percent better than yours.
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因为他的算法比你们的好10%。
09:03
RH: That's right.
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RH:没错。
09:04
CA: Was that a good decision? Would you do that again?
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CA:那是个好决定吗? 你还会不会再做一次?
09:07
RH: Yeah, it was super exciting at the time; this was about 2007.
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RH:没错,当时真是觉得 极其兴奋,那是2007年。
09:10
But you know, we haven't done it again.
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不过你也知道,从那以后 我们还没再那样做过。
09:12
So clearly, it's a very specialized tool.
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所以显然,它是一个很特殊的形式。
09:15
And so think of that as a lucky break of good timing,
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应该把那看作是一个幸运的时机,
09:19
rather than a general framework.
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而不是常规做法。
09:21
So what we've done is invest a lot on the algorithms,
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所以我们所做的是在算法上投入更多,
09:26
so that we feature the right content to the right people
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将对的内容提供给对的人,
09:29
and try to make it fun and easy to explore.
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并努力让它有趣和易于探索。
09:32
CA: And you made this, what seems like a really interesting shift,
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CA:你们成功了,这在 几年前看起来的确是一个
09:35
a few years ago.
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有趣的转变。
09:36
You used to ask people, "Here are 10 movies. What do you think?
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你们以前会问大家, “这10部电影,你觉得怎么样?
09:41
Which ones of these are your best movies?"
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其中哪一部电影是你最喜欢的?”
09:44
And then tried to match those movies with recommendations for what was coming.
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然后尝试把这些电影与 即将推出的电影匹配。
09:49
And then you changed away from that.
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后来你就改变了那个模式。
09:51
Talk about that.
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来聊聊这个吧。
RH:当然。
09:53
RH: Sure.
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每个人都会给《辛德勒的名单》5分,
09:54
Everyone would rate "Schindler's List" five stars,
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09:56
and then they'd rate Adam Sandler, "The Do-Over" three stars.
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然后给亚当 · 桑德勒的 《假死新人生》打3分。
10:01
But, in fact, when you looked at what they watched,
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但实际上,当你研究他们的播放记录时,
10:03
it was almost always Adam Sandler.
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几乎总是亚当 · 桑德勒。
10:06
And so what happens is, when we rate and we're metacognitive about quality,
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事实上,我们评分时, 对评分质量有后设认知,
10:11
that's sort of our aspirational self.
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有点像是理想中的自我。
10:14
And it works out much better to please people
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然而要分析用户的实际选择,
10:16
to look at the actual choices that they make,
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才能够更好地取悦他们。
10:18
their revealed preferences by how much they enjoy simple pleasures.
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他们对简单快乐的享受程度, 显示出了他们真正的偏好。
10:24
CA: OK, I want to talk for a couple of minutes about this,
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CA:好的,我想再谈一会儿这个话题,
10:27
because this strikes me as a huge deal, not just for Netflix,
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因为这对我来说是件大事,不仅对奈飞,
10:30
for the internet as a whole.
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对整个互联网而言都是如此。
10:31
The difference between aspirational values
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目标价值与实际显示的价值
10:34
and revealed values.
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之间的差别。
10:36
You, brilliantly, didn't pay too much attention to what people said,
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你们很明智地没有太在意人们说什么,
10:40
you watched what they did, and then found the stuff that,
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而是去看他们怎么做,然后找到那种,
10:43
"Oh my God, I never knew I would like a show about making horrible recipes,
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“哦老天,我真不知道我会喜欢 一个制作可怕食谱的节目,
10:48
called 'Nailed It!'"
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它叫《妙厨大考验》!”
10:49
RH: Called "Nailed It!" Right.
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RH:叫《妙厨大考验》,对。
10:51
CA: It's hilarious. I would never have even thought of that.
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CA:它特别搞笑,我从来 没想过要看这种节目。
10:54
But aren't there risks with this,
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但会不会有风险,
10:55
if this go-only-with-revealed-values approach is taken too far?
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如果这种只使用显示价值的 方法被过分地利用?
11:01
RH: Well, we get a lot of joy from making people happy,
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RH:我们在取悦大众方面 获得了很多乐趣,
11:04
Sometimes you just want to relax and watch a show like "Nailed It!"
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有时候你只想放松一下,看看 像《妙厨大考验》那样的节目。
11:08
And it's fun, and it's not stressful.
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它有趣,不会让你紧张。
11:11
Other times, people want to watch very intensive film.
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也有时候,大家就想看非常紧张的电影。
11:14
"Mudbound" was Oscar-nominated,
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《泥土之界》是奥斯卡提名电影,
11:17
it's a great, very intensive film.
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它很精彩,扣人心弦。
11:19
And you know, we've had over 20 million hours of viewing on "Mudbound,"
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《泥土之界》的观看时长 已超过2千万小时,
11:24
which is dramatically bigger than it would have been in the theaters
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这个数字比它在电影院或其他发行渠道
11:27
or any other distribution.
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要多得多。
11:28
And so, we have some candy, too, but we have lots of broccoli.
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所以,我们有糖果(让人放松大笑的节目), 但也有很多西兰花(积极健康的内容)。
11:33
And you know, if you have the good mix, you get to a healthy diet.
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如果你搭配得好,就会保持身心健康。
11:37
CA: But -- yes, indeed.
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CA:但——是的,确实如此。
11:39
But isn't it the case that algorithms tend to point you away from the broccoli
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但是难道算法不是想在你不留神的 时候把你从花椰菜引开,
11:44
and towards the candy,
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带到糖果
11:45
if you're not careful?
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那边去吗?
11:46
We just had a talk about how, on YouTube, somehow algorithms
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我们刚谈过,在YouTube,算法多少有些
11:49
tend to, just by actually being smarter,
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趋向于,只是通过更聪明的方式,
11:53
tend to drive people towards more radical or specific content.
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趋向于将人们推向更激进 或更特定的内容。
11:57
It'd be easy to imagine that Netflix algorithms,
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也很容易去想象奈飞的算法,
12:00
just going on revealed values, would gradually --
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只是基于显示价值,可能会逐渐——
12:04
RH: Right, get too base --
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RH:对,变得低俗——
12:06
CA: We'd all be watching violent pornography or something.
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CA:我们都会看些黄暴片子之类的。
12:09
Or some people would, you know.
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至少有些人会看,
12:11
But, how --
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但是,如何——
12:12
(Laughter)
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(笑声)
12:14
Not me!
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不是我!
12:16
I'm the child of a missionary, I don't even think about these things.
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我是传教士的儿子,我甚至 都没想过这些事情。
12:20
But --
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但——
12:21
(Laughter)
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(笑声)
12:22
But I mean, it's possible, right?
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但我意思是,这是可能的,对吗?
12:25
RH: In practice, you're right that you can't just rely on algorithms.
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RH:实际操作中,你是对的, 你不能只是依赖算法。
12:28
It's a mix of judgment and what we carry,
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它结合了判断,和我们所坚持的东西,
12:30
and we're a curated service
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而且我们是一个精心策划的服务,
12:31
versus a platform like Facebook and YouTube,
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与Facebook和YouTube 那样的平台不同,
12:34
so we have an easier set of issues,
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所以我们的问题更简单些,
12:37
which is: What are these great films and series that we acquire?
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这就是:我们获得的这些 伟大电影和剧集是什么?
12:42
But then within that, the algorithm is a tool.
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在这个范围里,算法就是个工具。
12:45
CA: But how -- John Doerr just talked about measuring what matters.
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CA:但是——约翰 · 杜尔刚刚 谈到了衡量什么是重要的。
12:51
As a business, what matters, I presume,
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我猜,对企业来说重要的是,
12:53
is fundamentally just growing subscribers.
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从根本上说就是不断 增加付费订阅用户,
12:56
I mean, that's your unique advantage.
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我觉得那就是你的独特优势。
13:00
Are subscribers grown only by the more time they spend watching Netflix,
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奈飞订阅用户的增长是 全靠用户花更多时间观看吗,
13:07
that is what will make them re-subscribe?
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那应该是让他们继续订阅的原因吧?
13:09
Or is it even more about having shows
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或者更看重的是,有一些节目,
可能不会像观看 《妙厨大考验》或其他节目
13:14
that might not have been so much time
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13:16
as watching the whole season of "Nailed It!" or whatever?
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那样需要大量观看时间,
13:18
But just get into them more; they just think,
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但却更深入人心;让观众想,
13:21
"That was nourishing, that was extraordinary,
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“这个节目很有好处,很棒,
13:23
I'm so glad I watched that with my family."
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我很高兴和家人一起看了。”
13:26
Isn't there a version of the business model
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有没有这个版本的商业模式,
13:28
that would be less content but more awesome content,
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内容相对较少,但拥有更精彩的内容,
13:31
possibly even more uplifting content?
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可能有更多让人振奋的内容?
13:34
RH: And people choose that uplifting content.
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RH:人们会选择那些令人振奋的内容。
13:36
I think you're right, which is, when people talk about Netflix,
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我想你是对的,那就是当人们谈起奈飞,
13:39
they talk about the shows that move them:
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他们会谈到触动他们的剧:
13:41
"13 Reasons Why" or "The Crown."
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《13个原因》或者《王冠》。
13:44
And that is way disproportionate and positive impact,
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这是一种不成比例且积极的影响,
13:48
even for the subscriber growth that you talked about
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即便你谈到的那些用户增长
13:50
is those couple big, memorable shows.
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是那几个大型的、令人难忘的节目。
13:53
But what we want to do is offer a variety.
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但我们想要做的是提供多样的内容。
13:55
You don't want to watch the same thing every night, as much as you like it;
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你不想每晚都看到同样的东西, 不管你有多喜欢;
13:58
you want to try different things.
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你总想要尝试不同的东西。
14:00
And what we haven't seen is this, say,
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我们还没看到的是,比如说,
14:02
race to the bottom of your violent pornography kind of examples.
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抢先给你提供低级黄暴内容类型。
14:06
Instead, we've seen great viewing across a whole range --
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反之,我们看到整个内容类型 都有很不错的观看量,
14:09
"Black Mirror" -- we're filming season five now.
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《黑镜》,我们现在正在拍第五季。
14:13
And that was a struggling show when it was only in the BBC.
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它只在BBC播出时,收视率堪忧。
14:17
And with the distribution of on-demand,
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通过按需点播发行,
14:19
you can make these much bigger shows.
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你可以做这些更大的节目。
14:23
CA: You're telling me humans can get addicted
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CA:你的意思是,人们的善良和邪恶
14:25
by their angels as well as their demons.
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都能让他们上瘾。
14:28
RH: Yeah, and again, we try not to think about it in addiction terms,
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RH:是的,但我们尽量不用 上瘾这个词来看待这件事,
14:32
we think about it as, you know:
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我们认为这是,
14:33
What are you going to do with your time and when you want to relax?
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你想要放松的时候会怎样 利用你的时间呢?
14:37
You can watch linear TV, you can do video games, you can do YouTube,
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你可以看线性电视、可以玩 视频游戏、可以看YouTube,
14:41
or you can watch Netflix.
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或者你可以观看奈飞。
14:43
And if we're as great as we can be, and we have a variety of moods,
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如果我们做得足够好,提供各种 让人们在情绪上产生共鸣的节目,
14:47
then more often, people will choose us.
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那么大家就会更多的选择我们。
14:49
CA: But you have people in the organization
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CA:但你的公司里会有一些人,
14:52
who are looking regularly at the actual impacts
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定期观察你们创造的这些杰出算法
14:58
of these brilliant algorithms that you've created.
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带来的实际影响。
15:00
Just for reality check, just,
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只是为了实事求是,初衷只是
15:02
"Are we sure that this is the direction we want to go?"
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“我们确定这是我们想要的方向吗?”
15:05
RH: You know, I think we learn.
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RH:我想我们会从中学到东西。
15:07
And you have to be humble and sort of say, "Look, there's no perfect tool."
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我们必须谦虚,要这样想: 并没有完美的工具。
15:11
The algorithm’s one part, the way we commission the content,
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算法是一部分,还有 我们委托内容的方式,
15:15
our relationships with societies.
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以及我们与社会的关系。
15:17
So there's a lot of ways that we have to look at it.
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所以我们需要通过很多方式 去看待这个问题。
15:20
So if you get too stuck in "Let's just increase viewing"
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所以如果你太沉迷于只是“提高观看时长”
15:23
or "Just increase subscribers,"
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或只是“增加付费用户”,
15:25
you're unlikely to be able to grow and be the great company you want to be.
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你就不大可能成长为 所期待的那种伟大的公司。
15:30
So think of it as this multiple measures of success.
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所以要把它看作是 成功的多重衡量标准。
15:33
CA: So, speaking of algorithms that have raised questions:
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CA:那么,提到算法引起的问题:
15:36
You were on the board of Facebook,
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你曾是Facebook的董事会成员,
15:38
and I think Mark Zuckerberg -- you've done some mentoring for him.
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我觉得马克 · 扎克伯格—— 你为他做过一些指导。
15:42
What should we know about Mark Zuckerberg that people don't know?
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关于马克 · 扎克伯格,我们需要 知道哪些人们所不知道的吗?
15:49
RH: Well, many of you know him or have seen him.
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RH:当然,你们很多人 都知道他或见过他。
15:51
I mean, he's a fantastic human being.
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他是一个了不起的人。
15:54
Really first-class.
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真正一流的人才。
15:56
And social -- these platforms, whether that's YouTube or Facebook,
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而社交平台——这些平台, 不管是Youtube还是Facebook,
16:01
are clearly trying to grow up quickly.
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显然都想要快速成长。
16:04
And we see that with all new technologies.
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我们看到的所有新技术都是这样。
16:06
I mean, yesterday we were talking about printed DNA,
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比如昨天我们在讨论打印DNA,
16:09
and it's like: could be fantastic or could be horrific.
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感觉像是:这有可能特别奇妙, 也有可能特别可怕。
16:14
And you know, all new technologies --
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你也知道,所有的新技术——
16:16
when television was first popular in the 1960s in the US,
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当电视1960年代在美国刚开始流行时,
16:19
it was called a "vast wasteland,"
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它被称为“大废墟”,
16:21
and that television was going to rot the minds of everybody.
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被认为会侵蚀每个人的大脑。
16:24
It turns out everybody's minds were fine.
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结果每个人的头脑都好好的。
16:27
And there were some adjustments,
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当然也有一些调整,
16:29
but think of it as -- or, I think of it as --
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但可以这么想——或者我会这么想——
16:31
all new technologies have pros and cons.
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所有的新技术都是双刃剑。
16:34
And in social, we're just figuring that out.
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在社交媒体方面,我们还在探索。
16:37
CA: How much of a priority is it for the board of Facebook
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CA:对于Facebook的董事会来说, 去真正解决一些这类的问题
16:40
to really address some of the issues?
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有多么重要?
16:42
Or is the belief that, actually,
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或者他们是不是认为,事实上
16:43
the company has been completely unfairly criticized?
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公司受到了完全不公正的批评?
16:47
RH: Oh, it's not completely unfairly.
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RH:哦,并不是完全不公平。
16:49
And Mark's leading the charge on fixing Facebook.
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马克在主导修复Facebook。
16:52
And he's very passionate about that.
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他对此很积极主动。
16:56
CA: Reed, I want to look at another passion of yours.
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CA:里德,我想谈谈你的另一种激情。
16:59
I mean, you've done incredibly well with Netflix, you're a billionaire,
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你在奈飞做得非常棒, 已经成了亿万富翁,
17:04
and you spend a lot of time and indeed, money, on education.
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你花了很多时间和真金白银在教育上。
17:09
RH: Yep.
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RH:是的。
CA:为什么会有这种热情, 你具体是怎么做的?
17:10
CA: Why is this a passion, and what are you doing about it?
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RH:好的,刚从大学毕业时, 我是一名高中数学教师。
17:13
RH: Sure. Right out of college, I was a high school math teacher.
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17:16
So when I later went into business and became a philanthropist,
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我后来进入企业,并成为了一名慈善家,
17:20
I think I gravitated towards education
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我觉得教育事业很吸引我,
17:23
and trying to make a difference there.
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我想在这方面有所作为。
17:26
And the main thing I noticed is, you know,
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我关注到的主要事情是,
17:28
educators want to work with other great educators
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教育工作者想要和其他 伟大的教育工作者合作,
17:31
and to create many unique environments for kids.
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去为孩子创造许多独特的环境。
17:34
And we need a lot more variety in the system
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我们需要教育系统相比现在
17:37
than we have,
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更多样,
17:38
and a lot more educator-centric organizations.
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有更多以教育为中心的组织。
17:41
And so the tricky thing is, right now in the US,
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不过棘手的是,在现在的美国,
17:44
most schools are run by a local school board.
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大多数学校是由当地的 学校董事会管理的。
17:48
And it has to meet all needs in the community,
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它得满足社区所有的需求。
17:51
and, in fact, what we need is a lot more variety.
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事实上,我们需要的是更多样化。
17:53
So in the US there's a form of public school
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所以在美国,有一种公立学校叫做
17:56
called charter public schools, that are run by nonprofits.
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特许公立学校,是非盈利组织运营的。
17:59
And that's the big emphasis for me,
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那是我的关注重点,
18:01
is if you can have schools run by nonprofits,
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如果你能让非营利组织管理学校,
18:04
they are more mission-focused, they support the educators well.
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他们会更专注于使命,他们 对教育工作者的支持也更有效。
18:08
I'm on the board of KIPP charter schools,
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我是KIPP特许学校的董事会成员,
18:10
which is one of the larger networks.
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这是其中一个较大的网络。
18:12
And, you know, it's 30,000 kids a year getting very stimulating education.
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每年有3万个孩子在接受 非常有启迪的教育。
18:17
CA: Paint me a picture of what a school should look like.
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CA:给我描述一下 学校应该是什么样的。
18:22
RH: It depends on the kid.
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RH:这取决于孩子。
18:23
Think about it as: with multiple kids, there's all different needs
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想想看:有多少个小孩, 就有多少种不同需求
18:26
that need to be met,
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需要被满足,
18:27
so there's not any one model.
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所以它并不遵从单一的模式。
18:29
And you want to be able to choose,
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你想要能够自己选择,
18:30
depending on your kid and what you think they need.
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根据孩子的需求和 你认为孩子需要什么。
但应该是主要以教师为中心, 有好奇心和启发性,
18:33
But they should be very educator-centric and curious and stimulating
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18:36
and all of those things.
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等等。
18:38
And this whole idea of 30 kids in fifth grade,
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然而30个五年级的孩子,
18:40
all learning the same thing at the same time,
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都在同一时间学习同样东西的整个想法,
18:43
you know, is clearly an industrial throwback.
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很明显是行业的倒退。
18:46
But changing that, given the current government structure,
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但要改变它,在现在的政府结构下,
18:50
is super hard.
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极其困难。
18:51
But what these innovative, nonprofit schools are doing is pushing the bounds,
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但这些创新的,非盈利的学校 正在做的是突破边界,
18:56
letting kids try new things.
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让孩子们尝试新东西。
18:59
And so think of it as the governance reform,
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所以把它看作是治理改革,
19:03
that is, the nonprofit,
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就是,非盈利组织治理,
19:04
to allow the educational changes.
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让教育行业发生改革。
19:07
CA: And sometimes the criticism is put that charter schools,
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CA:有些时候,批评人士指出特许学校会
19:12
intentionally or unintentionally,
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有意或无意地,
19:14
suck resources away from the public school system.
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从公立学校抢夺资源。
19:16
Should we be concerned about that?
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我们应该担心这点吗?
19:18
RH: Well, they are public schools.
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RH:它们也是公立学校啊。
19:20
I mean, there's these multiple types of public schools.
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我是说,公立学校有很多类型。
19:23
And if you look at charters as a whole,
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假如你把特许学校看作一个整体,
19:26
they serve low-income kids.
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它们服务于低收入儿童。
19:28
Because if high-income kids get in trouble,
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因为如果高收入家庭的儿童遇到困难,
19:30
the parents will send them to a private school
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他们的父母会把他们送到私立学校,
19:32
or they move neighborhoods.
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或者搬到别的学区。
19:34
And low-income families generally don't have those choices.
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低收入家庭一般没有这些选择。
19:37
Like KIPP -- it's 80 percent low-income kids, free and reduced lunch.
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像在KIPP——80%的学生是低收入儿童, 学校提供免费午餐和低价午餐。
19:42
And the college admissions for KIPP is fantastic.
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而KIPP的大学录取情况是非常棒的。
19:45
CA: Reed, you signed the Giving Pledge a few years ago,
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CA:里德,几年前你签署了捐赠宣言。
19:48
you're committed to giving away more than half of your fortune
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你承诺在一生中要捐出
至少一半的财富。
19:51
during your lifetime.
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19:52
Can I cheekily ask how much you've invested in education
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我能冒昧地问一下,你在过去几年
19:55
in the last few years?
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在教育上投了多少钱吗?
19:57
RH: It's a couple hundred million, I don't know exactly how many hundreds,
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RH:有几个亿吧, 我也不知道确切的数字,
20:00
but we're continuing to invest and --
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但我们会继续投入——
20:02
(Applause)
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(鼓掌)
谢谢你们——
20:04
thank you all --
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(鼓掌)
20:05
(Applause)
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20:06
You know, honestly, for a little while I tried to do politics full-time,
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老实说,有阵子我还 试过做全职的政治工作,
20:11
working for John Doerr.
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为约翰 · 杜尔工作。
20:13
And while I loved working for John, I just didn't thrive on politics.
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虽然我喜欢为约翰工作,但在 政治上,我并没有如鱼得水的感觉。
20:17
I love business, I love competing.
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我喜欢商业,我热爱竞争。
20:19
I love going up against Disney and HBO.
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我热爱与迪斯尼和HBO抗衡。
20:22
(Laughter)
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(笑声)
20:23
That's what gets me going.
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这些都让我兴奋不已。
20:25
And now I do that to really increase Netflix's value,
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现在我这样做是为了增加奈飞的价值,
20:28
which allows me to write more checks to schools.
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这也可以让我为学校开出更多的支票。
20:32
And so for now, it's the perfect life.
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所以目前来说,我的生活挺完美的。
20:35
CA: Reed, you're a remarkable person, you've changed all of our lives
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CA:里德,你是一个了不起的人, 你改变了我们所有人,
20:38
and the lives of many kids.
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以及很多孩子们的人生。
20:40
Thank you so much for coming to TED.
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非常感谢你来到TED。
20:42
(Applause)
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(鼓掌)
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