Rory Sutherland: Perspective is everything

1,345,434 views ・ 2012-05-04

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00:00
Translator: Timothy Covell Reviewer: Morton Bast
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譯者: Karen SONG 審譯者: Gina Wang
我拿著的
00:16
What you have here
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00:17
is an electronic cigarette.
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是一根電子香煙
它自從一兩年前被發明後
00:22
It's something that, since it was invented a year or two ago,
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已帶給我不可言喻的快樂
00:25
has given me untold happiness.
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00:26
(Laughter)
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(笑聲)
一小部分原因是尼古丁
00:28
A little bit of it, I think, is the nicotine,
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00:30
but there's something much bigger than that;
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但還有更重要的原因
00:32
which is, ever since, in the UK, they banned smoking in public places,
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自從英國禁止在公共場所吸煙
我就再也沒有享受過酒會了
00:38
I've never enjoyed a drinks party ever again.
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00:41
(Laughter)
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(笑聲)
我不久前才總結出個原因
00:43
And the reason, I only worked out just the other day,
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就是當你來到一場酒會
00:46
which is: when you go to a drinks party and you stand up
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站在那裡,手拿一杯紅酒
00:48
and hold a glass of red wine and you talk endlessly to people,
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口若懸河
00:51
you don't actually want to spend all the time talking.
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你可不願意一直講話
那太累了
00:54
It's really, really tiring.
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00:55
Sometimes you just want to stand there silently, alone with your thoughts.
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有時候你只是想靜靜地站著想點事情
00:59
Sometimes you just want to stand in the corner and stare out of the window.
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有時候你只是想站在角落望著窗外
01:04
Now the problem is, when you can't smoke,
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問題來了——當你不能抽煙的時候
如果你獨自一人站著並望著窗外
01:08
if you stand and stare out of the window on your own,
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你就是個沒朋友的社交白癡
01:11
you're an antisocial, friendless idiot.
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(笑聲)
01:14
(Laughter)
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如果你獨自站著望向窗外,拿著一根煙
01:16
If you stand and stare out of the window on your own with a cigarette,
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01:19
you're a fucking philosopher.
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你就是個深沉的哲學家
01:21
(Laughter)
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(笑聲)
(掌聲)
01:24
(Applause)
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所以說重新定義事物的威力
01:30
So the power of reframing things
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怎麼講都不會太誇大
01:34
cannot be overstated.
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兩個完全一樣的東西、行為
01:37
What we have is exactly the same thing, the same activity,
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01:40
but one of them makes you feel great
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其中一種讓你感覺良好
而另一種,只要稍作改變
01:43
and the other one, with just a small change of posture,
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就能讓你感覺極差
01:46
makes you feel terrible.
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我認為古典經濟學的一個問題
01:49
And I think one of the problems with classical economics is,
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在於它過分關注現實
01:52
it's absolutely preoccupied with reality.
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01:54
And reality isn't a particularly good guide to human happiness.
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但現實並非是通向人類幸福的好指南
比如說
01:59
Why, for example, are pensioners much happier
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為什麼領退休金的老人
比年輕失業者更快樂?
02:04
than the young unemployed?
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02:06
Both of them, after all, are in exactly the same stage of life.
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畢竟二者的生活型態完全相同
02:09
You both have too much time on your hands and not much money.
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手上有太多時間,卻沒有多少錢可花
但是退休老人據稱非常非常快樂
02:13
But pensioners are reportedly very, very happy,
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而失業者則極度消沉及絕望
02:16
whereas the unemployed are extraordinarily unhappy and depressed.
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我認為原因在於,退休老人相信 這身份是自己選擇成為的
02:20
The reason, I think, is that the pensioners believe
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02:23
they've chosen to be pensioners,
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而年輕失業者
02:24
whereas the young unemployed feel it's been thrust upon them.
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卻感覺是被迫失業的
02:29
In England, the upper-middle classes have actually solved this problem perfectly,
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在英國,上層的中產階級 已完美地解決這個問題
他們重新包裝了失業這回事
02:34
because they've re-branded unemployment.
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如果你屬於英國的上層中產階級
02:36
If you're an upper-middle-class English person,
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02:38
you call unemployment "a year off."
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你管失業叫「一年假期」
02:41
(Laughter)
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(笑聲)
因為你兒子要是在曼徹斯特失了業
02:43
And that's because having a son who's unemployed in Manchester
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02:46
is really quite embarrassing.
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是一件蠻丟臉的事
02:48
But having a son who's unemployed in Thailand
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但如果你兒子是在泰國賦閒
02:51
is really viewed as quite an accomplishment.
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則是一項非凡的成就
02:53
(Laughter)
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(笑聲)
事實上,重新包裝事物的威力是--
02:56
But actually, the power to re-brand things --
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02:58
to understand that our experiences, costs, things
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瞭解到我們的經驗、花費、事物
03:03
don't actually much depend on what they really are,
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並不太取決於它們自身
03:06
but on how we view them --
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而是取決於我們如何看待它們
我確實相信這威力不容小覷
03:08
I genuinely think can't be overstated.
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03:10
There's an experiment I think Daniel Pink refers to,
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我記得Daniel Pink提到過一個實驗
你把兩隻狗關在箱子裡
03:13
where you put two dogs in a box
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03:15
and the box has an electric floor.
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箱子底部通電
不定時的給予電擊
03:20
Every now and then, an electric shock is applied to the floor,
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讓狗受到痛苦
03:25
which pains the dogs.
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03:27
The only difference is one of the dogs has a small button in its half of the box.
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唯一的不同是,其中一隻狗 在它那半箱子中有個小按鈕
03:31
And when it nuzzles the button, the electric shock stops.
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當它用鼻子按那個按鈕 電擊就停止了
另一隻狗沒有這個按鈕
03:36
The other dog doesn't have the button.
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它感受到的電擊痛苦與前一隻狗完全相同
03:39
It's exposed to exactly the same level of pain as the dog in the first box,
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03:43
but it has no control over the circumstances.
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但它對局面沒有任何掌控
基本上,第一隻狗相對地滿足
03:47
Generally, the first dog can be relatively content.
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第二隻狗則陷入深深的絕望
03:50
The second dog lapses into complete depression.
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人生境遇對我們幸福的影響力
03:54
The circumstances of our lives may actually matter less to our happiness
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03:58
than the sense of control we feel over our lives.
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比不上我們對人生的控制感
04:03
It's an interesting question.
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這是個有趣的問題
整個西方世界都在爭論
04:06
We ask the question -- the whole debate in the Western world
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04:09
is about the level of taxation.
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稅收水準究竟該怎麼定
但我認為另一個爭論應被提出
04:11
But I think there's another debate to be asked,
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04:13
which is the level of control we have over our tax money,
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就是我們對稅款的控制程度
在某種情況下花的10英鎊可能是個詛咒
04:17
that what costs us 10 pounds in one context can be a curse;
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而在另一種情況下 花去的10英鎊可能倍受歡迎
04:21
what costs us 10 pounds in a different context, we may actually welcome.
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你知道,花費2萬英鎊稅金投資健康
04:27
You know, pay 20,000 pounds in tax toward health,
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你會感到自己是個冤大頭
04:31
and you're merely feeling a mug.
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04:33
Pay 20,000 pounds to endow a hospital ward,
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但花費2萬英鎊去捐贈一間醫院病房
04:37
and you're called a philanthropist.
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你會被稱作慈善家
也許我在這個國家不適合談論納稅的意願
04:40
I'm probably in the wrong country to talk about willingness to pay tax.
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04:43
(Laughter)
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(笑聲)
04:45
So I'll give you one in return: how you frame things really matters.
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所以作為補償 我要講如何對事物定調真的很重要
04:50
Do you call it "The bailout of Greece"?
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到底要稱作對希臘的緊急金援
04:52
Or "The bailout of a load of stupid banks which lent to Greece"?
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還是稱作一堆愚蠢的銀行 笨到貸款給希臘的緊急援助?
04:56
(Laughter)
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因為這兩種說法實際上是同一回事
04:57
Because they are actually the same thing.
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你如何定調一個問題
04:59
What you call them actually affects how you react to them,
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會影響到你心理以及倫理上的反應
05:03
viscerally and morally.
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坦白說我認為心理價值非常重要
05:05
I think psychological value is great, to be absolutely honest.
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05:08
One of my great friends, a professor called Nick Chater,
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我有一位很好的朋友 Nick Chater教授
05:11
who's the Professor of Decision Sciences in London,
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在倫敦研究決策科學
他認為我們應該大大減少
05:14
believes we should spend far less time looking into humanity's hidden depths,
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探討人性隱藏深度的時間
05:18
and spend much more time exploring the hidden shallows.
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而把更多時間用在探索人性隱藏的膚淺上
我深深以為
05:22
I think that's true, actually.
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05:23
I think impressions have an insane effect on what we think and what we do.
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印象能夠強烈地影響
我們的所想所為
但我們缺乏一個人類心理學的好模型
05:29
But what we don't have is a really good model of human psychology --
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05:32
at least pre-Kahneman, perhaps,
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至少可能在卡尼曼之前的年代
05:34
we didn't have a really good model of human psychology
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我們一直都沒有一個比較好的人類心理學模型
05:37
to put alongside models of engineering, of neoclassical economics.
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以與工程學模型和新古典經濟學模型比肩
05:42
So people who believed in psychological solutions didn't have a model.
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因此那些相信心理學解釋的人們 沒有可用的模型
05:46
We didn't have a framework.
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沒有理論框架可用
05:48
This is what Warren Buffett's business partner Charlie Munger calls
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這就是巴菲特的生意夥伴查理‧孟格所稱
“一個用來懸掛你想法的格子框架”
05:51
"a latticework on which to hang your ideas."
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工程師、經濟學家、古典學派經濟學家
05:54
Engineers, economists, classical economists
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都有一個非常強有力的現有理論框架
05:57
all had a very, very robust existing latticework
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06:00
on which practically every idea could be hung.
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用來準確定位任何一個相關想法
06:03
We merely have a collection of random individual insights
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心理學卻只有一些隨機的個人見解
06:06
without an overall model.
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但缺乏整體的理論框架
06:08
And what that means is that, in looking at solutions,
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這就意味當我們尋求解決方案時
我們太過側重於
06:13
we've probably given too much priority
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工程學方面的、牛頓思維的辦法
06:16
to what I call technical engineering solutions, Newtonian solutions,
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而對心理學方向的關注遠遠不足
06:20
and not nearly enough to the psychological ones.
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06:22
You know my example of the Eurostar:
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你們都知道我那個關於歐洲之星的例子
06:24
six million pounds spent
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六百億英鎊花在將巴黎與倫敦
06:26
to reduce the journey time between Paris and London
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之間的車程縮短40分鐘
06:29
by about 40 minutes.
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06:31
For 0.01 percent of this money, you could have put wi-fi on the trains,
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但只要花這筆錢的1% 你可以讓列車有WiFi網路
06:35
which wouldn't have reduced the duration of the journey,
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這雖然不會縮短旅程的時間
06:38
but would have improved its enjoyment and its usefulness far more.
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但會大大增加旅程的樂趣和用途
用這筆錢的10分之1
06:43
For maybe 10 percent of the money,
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06:44
you could have paid all of the world's top male and female supermodels
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你就能請到全世界的男女超級名模
在走道上向所有旅客分發免費的波得路堡葡萄酒
06:48
to walk up and down the train handing out free Château Pétrus
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06:51
to all the passengers.
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06:52
(Laughter)
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你還能剩下50億英鎊
06:53
You'd still have five million pounds in change,
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06:56
and people would ask for the trains to be slowed down.
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旅客還可能會要求列車減速
06:58
(Laughter)
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(笑聲)
我們為什麼從未嘗試
07:02
Why were we not given the chance to solve that problem psychologically?
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從心理學的角度來解決問題?
07:06
I think it's because there's an imbalance,
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我想這是因為我們對待以下兩種思維方式 是不平衡、不對稱的
07:08
an asymmetry in the way we treat creative, emotionally driven psychological ideas
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一種是創造性的、情緒引導的心理學思維方式
另一種理性的、數據的、報表引導的思維方式
07:15
versus the way we treat rational, numerical, spreadsheet-driven ideas.
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如果你是一個創造性的人
07:20
If you're a creative person, I think, quite rightly,
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你必須將自己的想法分享給
07:22
you have to share all your ideas for approval
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07:24
with people much more rational than you.
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更理性的人,獲得他們的批准
07:26
You have to go in and have a cost-benefit analysis,
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你必須給出一個成本收益分析
一個可行性研究 投資回報率分析之類的東西
07:30
a feasibility study, an ROI study and so forth.
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這也許沒有錯
07:33
And I think that's probably right.
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07:35
But this does not apply the other way around.
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但當情況反過來時卻是行不通的
那些已有理論框架
07:38
People who have an existing framework --
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07:40
an economic framework, an engineering framework --
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經濟學框架、工程學框架
認為邏輯是自身的答案
07:43
feel that, actually, logic is its own answer.
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07:46
What they don't say is, "Well, the numbers all seem to add up,
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他們不會說:“數字看來是沒錯
07:49
but before I present this idea, I'll show it to some really crazy people
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但我要在報告這個想法之前 我要去問問那些真正瘋狂的人
看他們能不能有更好的想法。”
07:53
to see if they can come up with something better."
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07:55
And so we -- artificially, I think -- prioritize
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所以我們人為地
將機械化思維置於心理學思維之上
07:58
what I'd call mechanistic ideas over psychological ideas.
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08:02
An example of a great psychological idea:
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這裡有個關於心理學解決方案的絕佳例子:
08:04
the single best improvement in passenger satisfaction
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倫敦地鐵花錢在改善乘客滿意度上最好的措施
08:07
on the London Underground,
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08:08
per pound spent,
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並不是增加列車數量 或者改變行班間距
08:10
came when they didn't add any extra trains,
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08:12
nor change the frequency of the trains;
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08:14
they put dot matrix display boards on the platforms --
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而是在月臺上放置了顯示營幕
08:18
because the nature of a wait is not just dependent on its numerical quality,
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由於等待的特性
並不完全取決於等待時間的長度
08:22
its duration,
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而是取決於你等待時所感受不確定性的程度
08:24
but on the level of uncertainty you experience during that wait.
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在計時器的倒計時中等待7分鐘
08:27
Waiting seven minutes for a train with a countdown clock
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其間的沮喪和煩躁遠低於
08:30
is less frustrating and irritating
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08:32
than waiting four minutes, knuckle biting, going,
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只等了四分鐘,但咬著手指不斷逼問
這該死的車什麼時候才來?
08:35
"When's this train going to damn well arrive?"
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韓國也有個很棒的心理學解決方案
08:38
Here's a beautiful example of a psychological solution
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08:40
deployed in Korea.
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08:41
Red traffic lights have a countdown delay.
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紅燈時有倒數計時
這在實驗中被證實能夠降低事故發生率
08:44
It's proven to reduce the accident rate in experiments.
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08:47
Why?
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為什麼?因為交通上的憤怒、不耐和焦躁
08:48
Because road rage, impatience and general irritation are massively reduced
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在你能清楚看到剩下的等待時間時 被大大降低
08:52
when you can actually see the time you have to wait.
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08:55
In China, not really understanding the principle behind this,
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在中國,不知為何
08:58
they applied the same principle to green traffic lights --
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他們在綠燈的時候運用同樣方法
09:01
(Laughter)
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(笑聲)
這可不是個好主意
09:05
which isn't a great idea.
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你離路口還有200碼遠 看到綠燈還剩5秒,就直接衝過去
09:07
You're 200 yards away, you realize you've got five seconds to go,
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09:10
you floor it.
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09:11
(Laughter)
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(笑聲)
韓國人很嚴謹的測試了兩種情況
09:14
The Koreans, very assiduously, did test both.
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給紅燈倒計時,事故率降低
09:17
The accident rate goes down when you apply this to red traffic lights;
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而給綠燈倒計時,事故率則上升
09:20
it goes up when you apply it to green traffic lights.
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我呼籲人們在做決策時
09:23
This is all I'm asking for, really, in human decision making,
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考慮這三個方面 (投影:技術、心理、經濟)
09:26
is the consideration of these three things.
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它們的重要性不分先後
09:28
I'm not asking for the complete primacy of one over the other.
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我只是希望當你解決問題時
09:31
I'm merely saying that when you solve problems,
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同等重要地考慮以下這三個要素
09:33
you should look at all three of these equally,
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你應盡可能地
09:36
and you should seek as far as possible
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去找尋匯聚三者的完美解決方案
09:38
to find solutions which sit in the sweet spot in the middle.
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如果你實際去評估一家好公司
09:41
If you actually look at a great business,
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你幾乎都會看到這三個方面的作為
09:43
you'll nearly always see all of these three things coming into play.
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09:46
Really successful businesses --
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貨真價實的成功企業
09:48
Google is a great, great technological success,
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Google是成功的科技公司
09:51
but it's also based on a very good psychological insight:
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但它同時反映出非常好的心理學洞見
人們相信專注於一種業務的公司
09:55
people believe something that only does one thing
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09:57
is better at that thing than something that does that thing and something else.
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在此種業務上要比多樣化的公司做得更出色
10:02
It's an innate thing called "goal dilution."
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這種固有的信念叫做目標稀釋
10:04
Ayelet Fishbach has written a paper about this.
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阿耶萊-費斯巴赫寫了一篇關於這件事的論文
10:07
Everybody else at the time of Google, more or less,
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Google出現時的其他同業公司
都在努力成為入口網站
10:10
was trying to be a portal.
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的確,他們有搜索功能
10:11
Yes, there's a search function, but you also have weather,
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但也有天氣預報、體育賽事比分、一點新聞報導
10:14
sports scores, bits of news.
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Google明白如果你僅僅是一個搜尋引擎
10:17
Google understood that if you're just a search engine,
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人們會假定你是非常好的搜尋引擎
10:19
people assume you're a very, very good search engine.
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10:22
All of you know this, actually, from when you go in to buy a television,
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你們所有人
在買電視的時候都深刻體會到這點
在那排平板電視最後的破爛角落裡
10:26
and in the shabbier end of the row of flat-screen TVs,
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有一種備受冷落的機器叫電視與DVD組合播放機
10:29
you can see, are these rather despised things
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10:31
called "combined TV and DVD players."
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你對這種東西的品質一無所知
10:35
And we have no knowledge whatsoever of the quality of those things,
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但我們眼看這電視與DVD播放器的組合 就會觀感很差
10:38
but we look at a combined TV and DVD player and we go, "Uck.
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10:41
It's probably a bit of a crap telly and a bit rubbish as a DVD player."
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覺得這可能是爛電視和爛DVD播放機的組合吧
10:45
So we walk out of the shops with one of each.
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所以我們走出商店時會分別買這兩種機器
Google在心理學方面的成功和 技術上的成功同樣重要
10:48
Google is as much a psychological success as it is a technological one.
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我提議我們可以用心理學來解決
10:54
I propose that we can use psychology to solve problems
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10:56
that we didn't even realize were problems at all.
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那些我們甚至不認為是問題的問題
我有個幫助人們完成抗生素療程的建議
10:59
This is my suggestion for getting people to finish their course of antibiotics.
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不要給他們24顆白色藥片
11:03
Don't give them 24 white pills;
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11:04
give them 18 white pills and six blue ones
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給他們18顆白色藥片和6顆藍色藥片
11:07
and tell them to take the white pills first,
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告訴他們先吃白的,再吃藍的
11:09
and then take the blue ones.
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這叫做組塊化
11:12
It's called "chunking."
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11:13
The likelihood that people will get to the end is much greater
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人們堅持到最後的可能性大大增加
11:16
when there is a milestone somewhere in the middle.
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因為中途有個里程碑
我想經濟學一個顯著的錯誤
11:20
One of the great mistakes, I think, of economics
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就是沒有認知到某個事項
11:22
is it fails to understand that what something is --
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11:24
whether it's retirement, unemployment, cost --
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無論是退休、失業,還是花費
11:28
is a function, not only of its amount, but also its meaning.
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都不僅是作用或是數據 更具有心理意義
在英國有個收費站
11:33
This is a toll crossing in Britain.
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通常在收費站都要排隊
11:36
Quite often queues happen at the tolls.
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11:39
Sometimes you get very, very severe queues.
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有時候甚至大排長龍
11:41
You could apply the same principle, actually,
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如果你願意,可以採取
11:43
to the security lanes in airports.
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與機場安檢同樣的方法
要是你要繳納兩倍的過橋費才能快速通過
11:45
What would happen if you could actually pay twice as much money
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11:48
to cross the bridge,
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那會發生什麼情況?
11:49
but go through a lane that's an express lane?
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11:51
It's not an unreasonable thing to do;
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這可不是無理要求 而是一個經濟上高效率的做法
11:53
it's an economically efficient thing to do.
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時間的價值對某些人比其他人更高
11:55
Time means more to some people than others.
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11:57
If you're waiting trying to get to a job interview,
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如果你要去參加求職面試
11:59
you'd patently pay a couple of pounds more to go through the fast lane.
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你顯然願意花多幾英鎊走快速通道
如果你是要去見岳母
12:04
If you're on the way to visit your mother-in-law,
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12:06
you'd probably prefer --
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你可能更願意走普通車道
12:07
(Laughter)
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12:08
you'd probably prefer to stay on the left.
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實施這項經濟高效措施的唯一麻煩就是
12:11
The only problem is if you introduce this economically efficient solution,
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人們厭惡它
12:15
people hate it ...
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12:16
because they think you're deliberately creating delays at the bridge
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他們會以為你將故意製造橋上的擁堵
來增加收入
12:20
in order to maximize your revenue,
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12:21
and, "Why on earth should I pay to subsidize your incompetence?"
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他們會想“為什麼我要掏錢為你的無能買單?”
12:25
On the other hand, change the frame slightly
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然而,若稍稍改變做法
12:27
and create charitable yield management,
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增加所得的慈善管理
不讓增收的錢款歸入路橋公司 而作慈善用途
12:30
so the extra money you get goes not to the bridge company,
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12:33
it goes to charity ...
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人們的付款意願將會截然不同
12:35
and the mental willingness to pay completely changes.
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你擁有了一個經濟上相對高效的解決方案
12:39
You have a relatively economically efficient solution,
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同時也會被公眾接納
12:42
but one that actually meets with public approval
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12:44
and even a small degree of affection,
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甚至還受到一點點的喜愛
12:46
rather than being seen as bastardy.
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而不是被視為卑鄙無恥
12:49
So where economists make the fundamental mistake
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所以,經濟學家基本上的錯誤在於
12:52
is they think that money is money.
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他們認為錢就是錢
實際上我付5英鎊時的痛苦
12:55
Actually, my pain experienced in paying five pounds
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12:59
is not just proportionate to the amount,
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與金額大小沒有直接關係
13:01
but where I think that money is going.
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而是在我所認定之錢的用途
我相信理解這點將會對稅收政策帶來革命
13:04
And I think understanding that could revolutionize tax policy.
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13:07
It could revolutionize the public services.
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它會對公共服務帶來革命
13:09
It could actually change things quite significantly.
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它將會顯著的改變現狀
13:12
[Ludwig Von Mises is my hero.]
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你們需要這個人研究一下 (投影:路德維希‧馮‧米塞斯是我的英雄)
13:13
Here's a guy you all need to study.
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他是奧地利學派的一位經濟學家
13:15
He's an Austrian School economist
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20世紀上半葉在維也納嶄露頭角
13:17
who was first active in the first half of the 20th century in Vienna.
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13:21
What was interesting about the Austrian School
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奧地利學派的特點在於
13:23
is they actually grew up alongside Freud.
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它是與佛洛伊德共同成長的
13:26
And so they're predominantly interested in psychology.
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所以他們十分仰賴心理學
13:29
They believed that there was a discipline called praxeology,
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他們認為有行為學這門學說
13:34
which is a prior discipline to the study of economics.
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要高於經濟學
13:36
Praxeology is the study of human choice, action and decision-making.
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行為學研究人類如何選擇、行動和決策
13:41
I think they're right.
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我認為他們是對的
現今世界的危險在於
13:43
I think the danger we have in today's world
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我們現有的經濟學
13:45
is we have the study of economics
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認為自身比人類心理學更重要
13:47
considers itself to be a prior discipline to the study of human psychology.
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13:51
But as Charlie Munger says, "If economics isn't behavioral,
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但正如查理‧孟格所言:“如果經濟不具備行為學的特質
我則不知道它是什麼東西。”
13:54
I don't know what the hell is."
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有意思的是,馮‧米塞斯認為 經濟學只是心理學的分支
13:57
Von Mises, interestingly, believes economics is just a subset of psychology.
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14:02
I think he just refers to economics
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他認為經濟學只是
14:04
as "the study of human praxeology under conditions of scarcity."
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“在稀有條件下的人類行為學研究”
馮‧米塞斯在諸多貢獻中
14:09
But Von Mises, among many other things,
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最重要的是他運用了最佳的類比來說明
14:12
I think uses an analogy which is probably the best justification and explanation
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14:16
for the value of marketing, the value of perceived value
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行銷的價值和感知價值
事實上我們應絕對平等的對待感知價值
14:21
and the fact that we should treat it as being absolutely equivalent
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14:24
to any other kind of value.
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一如其他種類的價值
我們所有人,甚至是從事行銷的人
14:26
We tend to, all of us, even those of us who work in marketing,
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都傾向於把價值分為兩種
14:29
think of value in two ways:
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一種是真實價值
14:30
the real value, which is when you make something in a factory
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就是在工廠製造商品或提供服務
另一種是不確定的價值
14:33
or provide a service,
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14:34
and then there's a dubious value,
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來自於改變人們對事物的觀感
14:36
which you create by changing the way people look at things.
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馮‧米塞斯完全反對這種分野
14:39
Von Mises completely rejected this distinction.
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他用的是以下的類比
14:41
And he used this following analogy:
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他提到一個叫做法國重農主義的古怪經濟學派
14:43
he referred to strange economists called the French physiocrats,
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他們相信只有土地的產出物才有真正的價值
14:48
who believed that the only true value was what you extracted from the land.
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所以如果你是牧羊人、礦工或農民
14:52
So if you're a shepherd or a quarryman or a farmer,
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14:54
you created true value.
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你才創造真正的價值
14:56
If however, you bought some wool from the shepherd
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2859
但如果有人從牧羊人手中買下羊毛
做成帽子,賺取更高利潤
14:59
and charged a premium for converting it into a hat,
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就不是創造價值
15:02
you weren't actually creating value,
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1782
15:04
you were exploiting the shepherd.
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1760
而是在剝削牧羊人
15:06
Now, Von Mises said that modern economists make exactly the same mistake
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3723
馮‧米塞斯提出現代經濟學(與重農主義者)
在對待廣告和行銷上犯了一模一樣的錯誤
15:10
with regard to advertising and marketing.
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15:12
He says if you run a restaurant,
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1882
他說,如果你經營一家餐館
15:14
there is no healthy distinction to be made
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2239
你沒辦法去嚴格區分
烹飪食物所創造的價值
15:17
between the value you create by cooking the food
310
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2553
15:19
and the value you create by sweeping the floor.
311
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2303
和打掃地板的價值
前一項創造了主要產品
15:22
One of them creates, perhaps, the primary product --
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15:24
the thing we think we're paying for --
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消費者認為花錢購買的是菜肴
另一項則創造了環境
15:26
the other one creates a context within which we can enjoy
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消費者在這個環境中享用產品
15:29
and appreciate that product.
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1524
若認為一項比另一項更重要
15:31
And the idea that one of them should have priority over the other
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是個根本性的錯誤
15:34
is fundamentally wrong.
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15:36
Try this quick thought experiment:
318
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1667
讓我們來做個快速的思維實驗
15:37
imagine a restaurant that serves Michelin-starred food,
319
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2651
想像一家餐廳 提供米其林星級水準的食物
但餐廳裡惡臭彌漫
15:40
but where the restaurant smells of sewage
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地板上屎尿橫流
15:43
and there's human feces on the floor.
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2138
15:45
(Laughter)
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15:46
The best thing you can do there to create value
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你在這家餐廳創造價值的最好方法
不是去更進一步提升菜餚品質
15:49
is not actually to improve the food still further,
324
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3016
15:52
it's to get rid of the smell and clean up the floor.
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2799
而是去除異味,清潔地板
理解這點至關重要
15:57
And it's vital we understand this.
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2553
如果這看起來古怪、荒謬
16:00
If that seems like a sort of strange, abstruse thing --
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2647
英國郵政有98%的成功投遞率
16:02
in the UK, the post office had a 98 percent success rate
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3898
16:06
at delivering first-class mail the next day.
329
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2184
讓平信隔天送達
他們認為這還不夠好
16:09
They decided this wasn't good enough,
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1885
想要把結果提升到99%
16:11
and they wanted to get it up to 99.
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1792
為了做這樣的事差點毀了整個組織
16:14
The effort to do that almost broke the organization.
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如果你同時去問民眾
16:18
If, at the same time, you'd gone and asked people,
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“平信隔天寄到的比率有多少?”
16:21
"What percentage of first-class mail arrives the next day?"
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一般典型的回答是50%-60%
16:24
the average answer, or the modal answer, would have been "50 to 60 percent."
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如果公眾感知遠遠低於實際情況
16:28
Now, if your perception is much worse than your reality,
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你為什麼還要去改變實際情況?
16:31
what on earth are you doing trying to change the reality?
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這就像試著在臭餐廳裡提升食物品質
16:34
That's like trying to improve the food in a restaurant that stinks.
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你需要做的
16:39
What you need to do is, first of all, tell people
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首先是去告訴民眾
平信隔天到達的比率已達到98%
16:42
that 98 percent of first-class mail gets there the next day.
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16:46
That's pretty good.
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這已經很不錯了
不過我認為 在英國還有更好用的說法
16:48
I would argue, in Britain, there's a much better frame of reference,
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就是告訴民眾
16:51
which is to tell people that more first-class mail arrives the next day
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英國平信的隔日送達率
超過德國
16:55
in the UK than in Germany, because generally, in Britain,
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因為一般來說 你如果想要英國人高興
16:57
if you want to make us happy about something,
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就告訴他們我們做得比德國好
17:00
just tell us we do it better than the Germans.
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(笑聲)
17:02
(Laughter)
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(鼓掌)
17:04
(Applause)
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選則你的說法和感知價值
17:06
Choose your frame of reference and the perceived value,
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17:09
and therefore, the actual value is completely transformed.
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事物的真實價值就會完全改變
我們得承認德國人
17:13
It has to be said of the Germans
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17:14
that the Germans and the French are doing a brilliant job
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與法國人一起讓歐洲團結
非常了不起
17:17
of creating a united Europe.
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17:18
The only thing they didn't expect is they're uniting Europe
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他們唯一沒有料到的是 這個團結的歐洲
17:21
through a shared mild hatred of the French and Germans.
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都對法國人和德國人有些輕微憎恨
但我是英國人 我喜歡這樣的結果
17:24
But I'm British; that's the way we like it.
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17:26
(Laughter)
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你也要注意我們的感知是有漏洞的
17:29
What you'll also notice is that, in any case,
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17:31
our perception is leaky.
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17:32
We can't tell the difference between the quality of the food
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我們無法區分食物品質
和相應的就餐環境
17:35
and the environment in which we consume it.
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你們應該都觀察到一個現象
17:37
All of you will have seen this phenomenon
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只要洗過車或讓人泊過車
17:39
if you have your car washed or valeted.
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17:41
When you drive away, your car feels as if it drives better.
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當你開走時,會感覺車子更好開了
17:44
(Laughter)
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而這個原因
17:46
And the reason for this --
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除非是洗車員偷偷地更換了機油
17:47
unless my car valet mysteriously is changing the oil
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或者在我不知情的前提下免費為我的車做了什麼
17:50
and performing work which I'm not paying him for and I'm unaware of --
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是因為感知總是有漏洞的
17:53
is because perception is, in any case, leaky.
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17:55
Analgesics that are branded are more effective at reducing pain
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有品牌的止痛藥的止痛效果
17:59
than analgesics that are not branded.
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比沒品牌的要好
18:01
I don't just mean through reported pain reduction --
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我的論據並不是患者自己說疼痛減輕
而是實際測量的疼痛減輕
18:04
actual measured pain reduction.
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18:05
And so perception actually is leaky in any case.
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所以說,感知總是有漏洞的
如果你做了一件事 從某一方面會被感知是壞事
18:11
So if you do something that's perceptually bad in one respect,
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另方面也會受到損害
18:14
you can damage the other.
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18:15
Thank you very much.
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非常感謝
18:16
(Applause)
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(掌聲)
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