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澎湃号·湃客

艾问李斌:你的终极梦想是什么?

2019-02-04 13:28  来源:澎湃新闻·澎湃号·湃客

本文章刊登在CHINA DAILY-艾问专栏
故事一:
Story I:

“我们肯定不是一个简单的特斯拉追随者,我们要去看有哪些地方可以做得跟它不一样,可以做得更好,更加有自己的一些特点。”
"We are not a follower of Tesla. We seek places where we can do differently, better and with our own characteristics."
不管李斌是否愿意,市场和媒体已经将他们放在一个跑道上了。中美新能源汽车的顶级玩家,顶着持续的亏损状态完成IPO,对于未来与梦想的极致追求,都让他们被贴上了相同的标签。
Regardless of William Li's willingness, the market and the media have put the two players on the same racing track. For their position as the top new energy vehicle player in China and the US respectively, for their successful IPO completion despite a sustained loss, and for their ultimate pursuit of future and dream, the two companies are now bearing the same label.
车和家创始人李想曾说,李斌是马斯克在中国的第一个合格对手。蔚来在美国路演的时候,李斌被问的最多的就是,特斯拉就要国产了,蔚来怎么办?李斌曾在一次媒体交流会上把特斯拉比作“加州温室的花朵”,认为即便特斯拉来中国建厂,也未必能适应中国激烈的市场竞争环境。
Li Xiang, the founder of Leading Ideal, said that William Li was Elon Musk's first eligible opponent in China. When NIO was on roadshow in the United States, the most frequently asked question for William Li was: With Tesla around the corner of being manufactured in China, what will happen to NIO? William Li once analogized Tesla to "blossoms in the Californian greenhouse" at a press meeting. He believed that Tesla might not be able to adapt to China's fierce market competition even with factories in China.
这一次,当艾问创始人艾诚与李斌再次聊到马斯克与特斯拉时,李斌最终还是将特斯拉视作了行业的先驱者,“特斯拉肯定是一个非常优秀的公司,如果我们往回看,在十几年前,他们开始去做智能电动汽车这样的创新,让整个世界重新去看电动汽车各方面的变化,对这个行业确实有很大的启发意义。”
This time, when the conversation landed on the topic of Elon Musk and Tesla again when speaking with iAsk founder Gloria Ai, William Li still saw Tesla as the pioneer of the industry. "Tesla is undoubtedly a great company. Looking back in history, they started innovating in smart electric vehicles over a decade ago, guiding the entire world to revisit the changes in all aspects of EV, which tremendously inspired the industry."
对于二者的比较,李斌则表示,蔚来和特斯拉是不一样的公司。
For a comparison, William Li said that NIO and Tesla are different companies.
无论是蔚来的APP,还是NIO House对比特斯拉的展厅,抑或是蔚来最引以为傲的用户服务,都清晰地表达着一个声音,“我们不一样”。
No matter be it in NIO's app, or in NIO House vs Tesla's showroom, or in user services that NIO is the proudest of, one clear message shows: "We are different."
艾问李斌:蔚来,驶向何方?
NIO, where to?
每个人追求的东西不太一样,有的人可能特别追求效益上的成功,有的人可能特别追求自我感受的成功,我可能追求的是对人性的观察,怎么样选择人性里面美好的一些东西,去选择相信它,我选择这样的道路。
Everyone pursues something different. Some may emphasize the success in return and efficiency. Some may pursue the success in self-perception. Maybe what I am pursuing is the observation of human nature. Choosing the wonderful things in humanity and choosing to have faith in it – that is the path I have chosen.
艾诚:那是不是说埃隆·马斯克的一些观点和方法是你不认同的,或者说你要做的车跟他做的不一样?
Gloria Ai: Does that mean you do not agree to some of the views or methods that Elon Musk adopted, or that the vehicle you are making is different from his?
李斌:如果你去看我们的APP,再去看特斯拉的APP,你知道很多思考是不一样的。
William Li: If you have a look at our app and then Tesla's app, you will know that there are a lot of differences in our thinking.
艾诚:最大的区别是什么?
Gloria Ai: What is the biggest difference?
李斌:比如说我们的用户可以和我聊天。我们的APP里面,用户可以分享他跟蔚来,包括蔚来以外的所有事情;我们的APP里面,可以买到很多有蔚来范儿的,除了车以外的惊喜商品,去年到现在为止已经卖了一百万份了;如果你去看我们的NIO House,再去看特斯拉的展厅,你也知道我们是不一样的公司;如果你去看我们的服务,你也知道我们和特斯拉是不一样的公司。
William Li: For example, our users can actually have a chat with me. In our app, users may share anything, NIO related or not. You can also buy many surprise merchandises that are uniquely NIO except for the car. A million pieces have been sold since last year. If you have a look at our NIO House and then Tesla's showroom, you will know that we are different. If you compare our service offerings, you will also know that we are different.
故事二:
Story II:

“真正重要的是谁能赢得未来,它的钱是花在哪。”
"What really matters is who wins the future, and where the money is spent."
四年时间,蔚来融资145亿,亏了109亿。即便是成功登陆纽交所,李斌所面临的“烧钱”质疑也从未停止。
Within four years, NIO raised $14.5 billion and lost $10.9 billion. Even after a successful listing on NYSE, the question of "cash-burning" never stopped being raised to William Li.
公开数据显示,在2016年、2017年以及2018年前6个月,蔚来汽车净亏损分别为25.733亿元、50.212亿元和33.255亿元。李斌自己也坦言,2018年的亏损将远不止50亿人民币。不过,在他看来,自己创业这20年“还算精明”,自己花出去的每一分钱,都是精打细算的。
According to public data, in 2016, 2017 and the first six months of 2018, NIO's net losses were 2,573.3 million yuan, 5,021.2 billion yuan and 3,325.5 million yuan respectively. William Li himself admitted that the loss in 2018 would far exceed 5 billion yuan. Nonetheless, in his view, he has been "quite savvy" in the 20 years of his entrepreneurship, and every penny he spent has been carefully calculated.
 “我们去看一个三岁小朋友的时候,你不会去想着他长大了应该怎么把奶粉的钱挣回来。很多时候我们容易静态去看一件事情,如果你去这么看事情的话,就不会有今天的亚马逊,亚马逊亏损了十几年;同样地,也不会有今天的特斯拉,特斯拉也亏了十几年。”
"When we look at a three-year-old, we don't think about how he will earn back the milk money when he grows up. Oftentimes we are prone to seeing something in its static form. Under that kind of view, there will be no Amazon of today. Amazon once sustained loss for more than a decade. Similarly, there will be no Tesla of today, because Tesla was once in loss for more than a decade as well."
艾问李斌:“烧钱”,犹豫过吗?
"Burning cash" - have you ever  doubted?
李斌:真正重要的是谁能赢得未来,它的钱是花在哪,如果这些钱都是给李斌买飞机,自己给自己发工资了,当然这种公司你赶紧离开远一点,但如果你看到蔚来的钱花到哪了,就不会有疑惑了。我们把钱花到产品的研发上,已经推出了两款产品,我们赢得了世界冠军,破了世界纪录,我们还在开发好几款产品。蔚来全球40%多的员工都是研发相关的人,申请了3000多项专利,如果你看到这些成就,你就知道我们给蔚来的未来播下了很多种子,我觉得这个很重要。
William Li: What really matters is who wins the future, and where the money is spent. If the money is used to buy a plane for William Li, i.e. I am buying myself goodies, then, without question, you should steer clear of this company as soon as you can. But if you look at where NIO's money is spent, you will not be doubtful any more. We have spent money on product research and development, with two products launched already. We won the world champion and broke the world record. We still have several products in the development pipeline. Globally, more than 40% of NIO’s employees are in R&D-related fields, and we have applied for more than 3,000 patents. If you look at these achievements, you will know that we have sowed plenty of seeds for the future of NIO. I think this is very important. 
第二个,我们建立了一个非常有挑战,也非常有想象力的用户服务体系,虽然蔚来交车才不到半年的时间,我们已经在中国的200多个城市交付了车辆,昨天还从上海开车回到北京,高速的换电网络都已经初步形成了,我们已经有几万次的一键加电服务。
In addition, we have established a very challenging and also highly imaginative user service system. It has been less than six months since NIO achieved product delivery, and we have delivered vehicles in more than 200 cities in China. Yesterday I even drove back to Beijing from Shanghai. The high-speed power exchange network has been established, and we have provided tens of thousands times of one-click charging service.
其实这方面的投入大家没看到,有点像京东在十年前建库房一样,如果没有当时基础设施的投入,用户服务体系的投入,就没有后来的京东。所以我觉得这个还是不能用一个已经成熟的汽车公司,比如宝马、奔驰,不能从它的那个角度去看今天的蔚来。
Our investment in this regard has not actually been seen. Quite similar to JD's case with their warehouses built ten years ago. Without investment at that time in infrastructure and in user service system, there will not be JD.com today. That is whyI believe today's NIO should not be viewed in the same way as you would see a mature car company like BMW or Mercedes-Benz.
故事三:
Story III:

 “蔚来这一件事情就足够我忙,全部精力搭进去都不一定能赢,但我又不想放弃一些参与别人好想法的机会。”
"NIO alone is enough to keep me busy - I can't guarantee a win even if I put all my energy into it, but at the same time I don't want to give up on opportunities to be a part in other people's good ideas."
过去的这一年,如果想选一个企投家榜样,李斌当之无愧。
In the past year, if an Entrepreneurial Investor role model is to be chosen, the honour will duly go to William Li.
蔚来创始人是李斌的身份之一,自2000年创立易车网始,19年时间里,李斌不断编织他的出行版图:摩拜、嘀嗒拼车、优信、车语传媒、首汽约车……出行领域的明星公司几乎都和他有关。
The founder of NIO is one of William Li's many identities. Since he established BitAutocom in 2000, William Li has been expanding his presence in the field of mobility over the past 19 years: Mobike, Didapinche, Uxin, AutoRadio, Shouqi Limousine & Chauffeur... he is involved in almost all of the star companies in the industry.
用李斌的话说,商业发展到今天,会出现一些新的角色。
In William's own words, some new roles will emerge as business develops.
 “我比较了解这个行业,也有很多人脉,能够知道这个行业里面成功的要素是哪些,有自己的观察。同时,在我自己专注的事情之外,我又想参与很多事情,希望自己的一些想法,有人能够去实现,或者别人如果有好的想法,我们能帮他实现。”
"I know this industry quite well, and I have a strong network. I know the key to success in this industry with my own observations. At the same time, in addition to my personal focus, I would like to participate in many things and hope that someone will be able to realize some of my ideas, or that I can help realize someone else's wonderful ideas."
自2014年开始,李斌就密集投出了超过40亿美元,布局了30余家互联网汽车服务公司或产品,囊括了汽车媒体、汽车电商、整车制造、汽车后市场、移动出行服务以及汽车周边服务等与车相关的领域和行业。
Since 2014, William Li has invested more than $4 billion in over 30 Internet car service companies or products, including car-related fields and industries like automotive media, automotive e-commerce, whole-vehicle manufacturing, automotive aftermarket, mobility services, and peripheral car-related services.
如果说蔚来开启的是汽车行业的未来,那么李斌所打造的,是一个属于企投家的商业时代。
If what NIO started is the future of the automotive industry, then William Li is building a business era that belongs to the Entrepreneurial Investors.
艾问李斌:你的终极梦想是什么?
What is your ultimate dream?
艾诚:我来之前,一位媒体老师跟我说,李斌现在是“出行教父”了。
Gloria Ai: Before I came in today, a media mentor told me that William Li is now the "Godfather of Mobility".
李斌:这个词真的不能有。
William Li: That really shouldn't be the word.
艾诚:您是觉得出行这事把您说小了,还是“教父”这事把您说大了?
Gloria Ai: Does it understate you given your influence in the mobility industry, or does the word "Godfather" exaggerate your role?
李斌:“教父”首先把我说老了,而且和我的个性也不太一致,我一直把自己定位是一个创业者,很多人知道我是不买房子,我是租房住的,很多时候人非常容易给自己一种心理暗示,对自己的肯定不要来得那么容易,哪怕是一些很小的暗示。
William Li: First of all, the word "Godfather" is an exaggeration of my age. And it is not consistent with my personality. I have always positioned myself as an entrepreneur. Many people know that I don't buy my own place to live, instead, I rent. Oftentimes we are prone to giving ourselves psychological hints. Self-affirmation should not come easy, however small that hint might be. 
别人要说我是出行教父,我需要赶紧审视一下,我是不是什么地方说错话了,或者是怎么样了。我觉得一直保持一个学习的、进取的状态,不要让自己沉浸在容易满足的状态是很重要的。
When hearing others call me the Godfather of Mobility, what I need to do is to reflect and think if I said something wrong or did something. It is important to remain in a state of learning and progressing instead of being immersed in easy self-content.
艾诚:那你的终极梦想是什么?
Gloria Ai: What is your ultimate dream then?
李斌:我其实没有那么宏大,也不愿意去讲那么宏大的故事,蔚来并不是要去建立一个什么样的帝国,而是希望一点一滴地做一些打动自己的东西,让自己能够感动的东西,是我生命存在的一个意义。选择相信一件美好的事情是一种能力,也是一种勇气。
William Li: I am not that ambitious, and I am not going to talk about the ambitious epic stories. NIO is not about building an empire. Instead, I would like to work on something that carries weight, something that touches on my own heart string. That is the meaning of the existence of my life. Choosing to have faith in a good thing takes ability, and also courage.
END
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