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2012年股东大会 · 从错误中学习很重要,但最好是别人的错误

31 段 · 3 位说话人 · 原片 4:01
M1
M10:00

嗨,我叫 Jeff Chen。

Hi, my name is Jeff Chen.

我来自 San Francisco。

I'm from San Francisco.

我二十六岁,在那边经营一家软件 startup。

I'm 26 and I run a software startup out there.

我的问题是关于怎么把犯错降到最低。

My question is about mistake minimization.

回头看,我发现自己在做生意的时候犯过很多错。我想知道,除了更努力地思考、从自己的错误里学习之外,还有哪些最有效的方法——或者说,你们用过哪些技巧,来尽量减少犯错?

I found that I've made a lot of mistakes in my business looking back, and I want to know, besides thinking harder and learning from your own mistakes, what are the most effective—what are some techniques you've used to minimize the mistakes?
M2
M20:33

对,嗯,我——我们犯过错,以后也还会继续犯错。

Yeah, well, I—we've made mistakes, we'll make more mistakes.

我们确实——我们想的倒不完全是——我们更多是从这个角度来想:不要让自己暴露在那种会真正伤害我们明天还能继续上场的错误里。所以我们一直都会想,嗯,你知道,最坏会是什么情况。另一方面,我们俩天生都有一种倾向,就是做事情喜欢做大。

We do—we think not so much—we think in terms of not exposing ourselves to any mistakes that could really hurt our ability to play tomorrow, and so we are always thinking about, yeah, you know, worst-case situations, and there are—on the other hand, we have a natural instinct to do things big, both of us.

所以我们就得去想,我们是不是在做什么特别大的事,而那种事可能会带来非常糟糕的后果。

So we have to think about whether we're doing anything really big that could have really terrible consequences.

不过我想这么说,第一,我其实不太担心犯错。

And I would say this, that, A, I don't worry much about mistakes.

我的意思是,从错误中学习这个想法吧,可下一次犯的错往往又是另一种。

I mean, the idea of learning from mistakes, the next mistake is something different.

所以我不会老坐在那里反复想自己犯过的错,也不会一直琢磨将来要怎么做得不一样,或者类似这种事。

I mean, so I do not sit around and think about my mistakes and think about things I'm going to do differently in the future or anything of the sort.

不过我会说,你也许还是能获得一些好处。

I would say that you may get some advantage.

我觉得这些年我还是学到了一些东西。

I think I've learned something over the years.

但不是说我对基本的投资理念学到了更多。

I haven't learned more about a basic investment philosophy.

那个东西我十九岁的时候就已经有了。我是说,你看,我——我觉得这些年我更多学到的是怎么识人。跟人打交道我也会犯错,这个没法避免,但我想我现在对人的判断会更准确一些。

I got that when I was 19, and I said, look, I—I think I've learned more about people over the years, and I'll make mistakes with people, you know, that's inevitable, but I think I'll make more good judgments about people.

我会比四五十年前更能识别出那些非常出众的人,所以我觉得这方面是在进步的。但我不认为这种进步来自什么有意识地坐在那里,专门去反思我在这个人或那个人身上到底犯了什么错。

I'll recognize the extraordinary ones better than I would have 40 or 50 years ago, so I think that improves, but I don't think it improves by certainly any conscious sitting around and focusing on what mistake did I make with that person or this person.

我做事不是那种方式。

I just don't operate that way.

Charlie?

Charlie?

Warren,我会说,你做过的事,还有我在程度上稍微少一点做过的事,就是我们从别人的错误里学到了很多。

Warren, I would argue that what you've done and what I've done to a lesser extent is to learn a lot from other people's mistakes.
M3
M32:24

这真的是一种更舒服得多的方式,去学那些很沉重的教训。而且这些年来,我们确实一直在这样做,部分原因也是因为我们觉得这件事特别有意思——人会犯的错误种类非常多,背后的原因也很多。

That is really a much more pleasant way to learn hard lessons, and, and we have really worked at that over the years, partly because we find it so interesting, the great variety of human mistakes and their causes.

我觉得,持续不断地研究别人的灾难和别人的错误,给了我们巨大的帮助。

And I think this constant study of other people's disasters and other people's errors has helped us enormously.

你说呢,Warren?

Don't you, Warren?

哦,对,没错。

Oh yeah, well, that's true.
M2
M22:57

说到读 financial 方面的东西——我一直特别沉迷于看各种灾难案例。

In terms of reading of financial—I've always been absolutely absorbed with reading about disasters.

这点毫无疑问。我的意思是,当你去看人类的愚蠢行为时,你知道,我主要关注的是 financial 这个领域里的愚蠢。

And there's no question, I mean, when you look at the folly of humans, you know, I focused on the folly in the financial area.

别的领域当然也有各种各样的愚蠢,不过光是 financial 这个领域,如果你想当一个愚蠢行为的观察者,就已经有看不完的材料了。

There's all kinds of folly elsewhere, but just the financial area will give you plenty of material if you'd like to be a follower of folly.

而且我确实觉得,对这些东西的理解——这也是为什么我们比那些 IQ 一百八十、数学能力强到能做出我们做不到的事的人,多少有一点优势。

And I do think that understanding, and that's what gave us some advantage over these people that had IQs of 180, you know, and could do things with math that we couldn't do.

他们只是——他们确实就是不理解人是怎么行为的,也不理解事情最后会怎么发展。

They just, they really just didn't have an understanding of how human beings behaved and what happens.

二零零八年也是个很好的例子。

2008 was a good example of that too.

二零零八年也是个很好的例子。

2008 Was a good example of that too.

所以我们一直在——我们一直在学习别人的愚蠢之处,而且这对我们很有帮助。

So we've been a— we have been a student of other people's folly, and it served us well.