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cover of episode Here's What It Takes to Make a Great Company

Here's What It Takes to Make a Great Company

2025/2/24
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Odd Lots

AI Deep Dive AI Chapters Transcript
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B
Ben Gilbert
D
David Rosenthal
T
Traci Allaway
Topics
Traci Allaway: 我认为公司正在变得越来越强大,它们在许多方面都变得越来越有趣,并且比以往任何时候都对社会更重要。我们应该更多地关注公司本身的故事,因为它们对社会的影响力日益增强,甚至可能超过政府。 Ben Gilbert: 我们研究像台积电、火星公司(M&M's的母公司)、宜家、Meta、爱马仕、好市多这样的公司,并试图通过对话来解答这些公司取得如此巨大成功的原因。这些公司已经成为准政府机构,它们的影响力甚至可能超过政府。 David Rosenthal: 世界上最伟大、最大的公司都具有某种独特的、特有的重要维度。极其成功的机构之所以能够取得成功,是因为它们拥有其他机构(公司、政府机构等)所不具备的独特能力。那些取得长期成功或达到异常规模的公司,都以某种方式独一无二。台积电之所以成功,是因为他们是唯一一家不与客户竞争的晶圆代工厂,并且拥有制造最先进芯片的技术。 Ben Gilbert: 张忠谋认为绩效考核应该与裁员分开,绩效考核的目的是为了指导员工改进,而裁员则应该基于不同的标准。在半导体行业,不应该裁员,因为行业周期性很强,裁员会造成人才流失和重新招聘的成本。公司是知识的保存者,公司文化包含着集体知识,这些知识无法被个人完全掌握。 David Rosenthal: 管理和领导力是不同的,管理有助于稳定公司,而领导力则能创造伟大的公司。真正伟大的公司是由那些拥有远见卓识、坚持自己理念的领导者所创建的。规模扩大后,公司需要规则和流程,但这些可以通过强有力的企业文化来实现,而不一定需要僵化的流程。英伟达就是一个例子,它通过强大的企业文化而非僵化的流程来运作。 Ben Gilbert: 研究私营公司时,我们会依靠优秀的记者的著作和采访他们。创始人领导的公司更有可能成为世界上最重要、最大、最成功、最持久存在的公司之一。关于创始人领导的公司取得成功的观点存在幸存者偏差,我们只关注了极端成功的案例。最成功的公司是通过坚持自身特色而获得成功的,而不是试图模仿其他公司。 David Rosenthal: 一家公司能否持续数十年,取决于其能否在长期内保持增长,即使增速较低。所有公司都会面临危机,能否在危机中生存并保持增长轨迹才是关键。每个公司的持久性都与其自身的独特性有关,例如爱马仕的持久性与其对工艺的坚持有关。大型科技公司能够在成熟期仍然保持高速增长,这可能是一个前所未有的现象。科技公司的高速增长是摩尔定律和莫里茨推论的结果,即计算能力的需求和供应会不断增长。如果摩尔定律成立,那么科技市场的规模将持续增长,大型科技公司也将继续壮大。

Deep Dive

Chapters
This chapter explores the Acquired podcast's approach to understanding great companies, focusing on their unique qualities and the importance of singular capabilities. The discussion uses TSMC as a prime example of a company that achieved massive scale by being the sole provider of leading-edge chips.
  • Acquired podcast analyzes companies' histories to understand their success.
  • Top companies are often singular in their capabilities.
  • TSMC's success is attributed to its unique position as a foundry, not competing with its customers.

Shownotes Transcript

People love listening to stories about making it big, and there are no shortage of success stories in the world of global business. There's TSMC, which has grown to become the most important producer of semiconductors. There's Hermès, which has been a power player in luxury consumer goods for over a hundred years now. Or how about Starbucks, Berkshire Hathaway, Renaissance Technologies, or Ikea? The list goes on and on. But what actually makes a company great? And why do some businesses succeed where others fail? The Acquired podcast) has become a must-listen for their study of some of the most interesting companies in the world. In this episode, we speak with Acquired co-hosts Ben Gilbert and David Rosenthal, about what makes a business truly great.Read More: The Five Habits of Highly Successful Companies)Companies to Watch in 2025)Only Bloomberg) subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots)

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