ABC123456的个人主页 - 老虎社区

ABC123456

ABC123456

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0勋章

2023-05-17

$蔚来-SW(09866)$ 软脚蟹

2023-05-12

$蔚来(NIO)$ 软蛋你第一

2023-04-25

$蔚来(NIO)$ 妈蛋还跌的？

2022-10-20

$蔚来(NIO)$软

2022-10-18

$蔚来(NIO)$不干上去是孙子

2022-10-17

$蔚来(NIO)$拉不上去

2022-10-13

$纳斯达克(.IXIC)$完蛋

2022-10-13

$NQ100指数主连 2212(NQmain)$又完犊子了

2022-10-12

$纳斯达克(.IXIC)$猴拉稀

2022-10-12

$蔚来(NIO)$有胆子就爆拉一倍

2022-10-12

$NQ100指数主连 2212(NQmain)$

2022-09-30

$蔚来-SW(09866)$干到一块算逑

2022-09-23

$纳斯达克(.IXIC)$妈蛋天天跌

2022-07-20

$蔚来(NIO)$拉西

2022-07-01

$Faraday Future(FFIE)$妖

2022-06-24

$蔚来(NIO)$大刀向鬼子头上砍去

2022-06-23

$理想汽车(LI)$你是大哥

2022-06-23

$蔚来(NIO)$发点狠冲上去看看

2022-06-15

$蔚来(NIO)$冲哈，咋还软

2022-05-12

$Rivian Automotive, Inc.(RIVN)$磕药了？

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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>有胆子就爆拉一倍","text":"$蔚来(NIO)$有胆子就爆拉一倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666602257","isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925844503,"gmtCreate":1587984417402,"gmtModify":1704365942762,"author":{"id":"3500030994766780","authorId":"3500030994766780","name":"ABC123456","avatar":"https://static.tigerbbs.com/89f5dd2d1fc0a76c7d7fa5e4b79bccf3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500030994766780","authorIdStr":"3500030994766780"},"themes":[],"htmlText":"厚黑的事情咋不吹吹的，咋坑李斌的。","listText":"厚黑的事情咋不吹吹的，咋坑李斌的。","text":"厚黑的事情咋不吹吹的，咋坑李斌的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/925844503","repostId":"2030836746","repostType":2,"repost":{"id":"2030836746","pubTimestamp":1587889102,"share":"https://www.laohu8.com/m/news/2030836746?lang=&edition=full","pubTime":"2020-04-26 16:18","market":"us","language":"zh","title":"庄莉离开蔚来后首度发声：我不会去做造车这件事","url":"https://stock-news.laohu8.com/highlight/detail?id=2030836746","media":"36氪","summary":"原标题：独家专访 | 庄莉离开蔚来后首度发声：我不会去做造车这件事　作者 | 程潇熠离开蔚来汽车半年来，庄莉的身份从职业经理人转变为汽车软件初创公司镁佳科技CEO。她回绝了所有媒体在此期间的采访邀请，","content":"<html><body><p>原标题：独家专访 | 庄莉离开<a href=\"https://laohu8.com/S/NIO\">蔚来</a>后首度发声：我不会去做造车这件事　</p><p>作者 | 程潇熠</p><p>离开蔚来汽车半年来，庄莉的身份从职业经理人转变为汽车软件初创公司镁佳科技CEO。她回绝了所有媒体在此期间的采访邀请，保持每周见一名客户、一名投资人的节奏，按部就班地为新公司谋划未来。</p><p>相比汽车圈，庄莉在互联网界的名气更大。 </p><p>她以物理竞赛全国第一的成绩被保送清华，高中同班竞争的是后来成为<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>CEO的王小川、B站CEO陈睿和<a href=\"https://laohu8.com/S/00700\">腾讯</a>COO任宇昕。她和丈夫周枫（<a href=\"https://laohu8.com/S/NTES\">网易</a>有道CEO）是互联网圈著名的神仙眷侣，均出身大名鼎鼎的“清华计算机96级”，与点点网创始人兼CEO许朝军、浪淘金创始人兼CEO周杰、360 CTO胡宁等是同级同学。2005年，庄莉和周枫还在美国计算机科学专业排名第一的加州伯克利大学攻读博士，就被网易创始人丁磊“抓回国”，一起执掌网易搜索。 </p><p>2016年，庄莉买了一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，发现软件在汽车行业的新前景。她接受蔚来汽车创始人李斌邀请，以蔚来汽车软件开发副总裁的身份在蔚来度过了3年时光，她的团队中不乏从雅虎时期就一路追随的老员工。</p><p>但新造车只能给予庄莉“半张试卷”。想要在汽车软件领域深耕的庄莉与李斌产生分歧，她决定亲自带领团队翻越从商业到资本的这座大山，“让车内没有难写的软件”。</p><p>在接受未来汽车日报采访时，庄莉并没有避讳谈蔚来与李斌，镁佳科技也正与广汽蔚来“合作创业”合创007车型。在两个小时的对话中，庄莉分享了自己关于创业、管理和抉择的故事。 </p><p>◆ 以下是未来汽车日报专访庄莉的对话节选（经未来汽车日报整理）：</p><p>Q：你当初为什么离开蔚来？</p><p>A：我们想做中国汽车Tier 1里的特斯拉，蔚来要做服务用户的整车企业。大家方向不一致，这是我当初想要出来创业的原因。 </p><p>我之前没想过创业，我的人生理想是士为知己者死，一直在寻找一个知我懂我的老板，我做将军。我想做一个改变世界的工程师，但到后面会发现技术能撬动的东西只有那么多。最后创业是箭在弦上不得不发，一是镁佳需要我的帮助，二是李斌想走的方向跟我的追求不太一样。 </p><p>我跟蔚来的关系一直都挺好的。蔚来不管最终成败，我认为它在中国汽车史上是非常重要的事件。但先驱者总会犯错。在蔚来踩过的坑，我做镁佳时就知道要避开。</p><p>我在蔚来得到了成长，也留下了一些我们觉得挺骄傲的东西，比如NOMI和NIO OS 2.0都是我离开蔚来前交付的。我是把屁股擦干净了再离开蔚来。 </p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/92/w550h342/20200426/e0f6-isuiksn3847138.png/w720fin.jpg\"/><span>蔚来车载人工智能系统NOMI 来源：蔚来官网</span></div><p>Q：离开蔚来半年来做了什么？</p><p>A：刚离开蔚来汽车时觉得我对汽车行业有挺多理解，去做投资也挺好，但后来想想还是更喜欢工程师的风格。做投资会把我逼死，我也会把我投的团队逼死。最初我在镁佳是投资人的角色，最后觉得已经有基础了，决定加入。 </p><p>变形金刚里面一个角色叫Megatron（威震天），我觉得这个名字很好听，把它和汽车零部件结合一下，就叫Megatronix。Mega这个词本身也代表宏大，翻译成中文镁佳听起来也比较顺耳。 </p><p>这半年很多人问我在做什么。我跑了很多客户，跟非常多客户、整车厂聊过，把对客户的理解转化成公司产品的定义。之前团队很高大上，恨不得所有东西都用最好的，现在接地气了，把用户需求结合了进来。 </p><p>我基本一周见一个客户，见一个投资人。我们不着急融钱，公司始终是不缺钱也不拒绝钱的态度。也会跟客户公司不同角色的人聊，包括采购、研发、管理层，慢慢会形成对整个产品的定义。</p><p>Q：从网易有道到<a href=\"https://laohu8.com/S/MSFT\">微软</a>、雅虎、猎豹、蔚来，这些公司都不是一个赛道，为什么最后选择在汽车行业创业？</p><p>A：一件事情在商业上成立不成立一定要有终局思维，比如倒过来想，最后这个世界结局是什么样的，会不会是你期望的结局。如果想不清楚这条路最后结局如何，成功概率就比较小。</p><p>2016年我买了一辆特斯拉，一坐进去感觉跟其他车完全不一样。特斯拉其实就是当时最早的iPhone，我觉得我也可以做跟特斯拉AutoPilot类似的事，将来这些东西一定是每辆车都要有的。当时想创业做自动驾驶或ADAS（高级辅助驾驶系统），正好李斌来找我，说在做蔚来汽车，他以前是易车的创始人。</p><p>我当时只知道<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>，不知道易车，第一反应是李斌是谁、易车是谁、蔚来汽车是谁。上网查之后发现蛮有意思，有机会从头到尾把一辆整车做出来，就放弃了创业的念头。</p><p>最近几年，发现汽车行业其实也挺惨的。整个行业在低谷期，新技术引入需要更大的耐心和决心。这不是一开始能预料到的，互联网人觉得什么事都特简单，几个月就上线了。汽车行业好多东西真不是，需要很虚心地理解。 </p><p>很多新玩家会有误区，觉得原来的东西都不好，但并不是。用颠覆的方式做汽车行业绝对行不通，我们要在理解传统汽车行业的基础上去推进变化，在原有流程基础上把软件模块有机地集成进去，付出最小代价得到最多东西。 </p><p>Q：镁佳如何跟广汽蔚来建立起合作？</p><p>A：肯定跟我是蔚来背景有关系。当时广汽蔚来正在找软件方案，最方便的是用蔚来ES8当时的方案。但那辆车定位在26万元，蔚来ES8方案一来太贵，二来想复用需要做很大改动。 </p><p>我们的方案从用户体验角度可以媲美新造车，又比新造车原装的价格便宜小一半。再加上目前传统供应商的软件能力较弱，廖兵（广汽蔚来CEO）就大胆启用了我们这个创业团队。 </p><p>他的判断是虽然公司是新的，但人是靠谱的。广汽蔚来的品牌叫合创，廖兵说就是大家合在一起创业的意思。 </p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/17/w550h267/20200426/d2bd-isuiksn3847191.png/w720fin.jpg\"/><span>广汽蔚来合创车型车内交互 来源：广汽蔚来合创官网</span></div><p>Q：镁佳的直接竞争对手有哪些？</p><p>A：这个行业门槛很高，做整车电子电气架构的新创业团队我们基本没有碰到过。但在数字座舱这种热门领域，有不少实力强劲的传统供应商，他们更有销售经验，但我们学习能力很强。</p><p>我们在谈的车企客户大概有四五个，不太方便提供具体名字。在很多订单的竞争当中，我们几乎都能进入报价的最后一轮，这说明我们在整车厂眼里是有价值的。 </p><p>很多车厂跟我们说，原有采购机制不适合我们，但愿意内部推动采购机制的改革，让我们进入他们的供应商体系中。当然这是比较慢的事，改变原有的制度流程都需要时间，所以我们会选择有耐心的投资人，不然就把我们逼死了。</p><p>Q：镁佳目前的融资状况如何？</p><p>A：在资本层面上能撬动多大盘子，是你能够做这件事的前提。我不会去做造车这件事，因为我的融资能力撬不动几百亿的盘子，但我的融资能力能撬动整车的电子电气和软件架构这个盘子。</p><p>我待过一些烧钱的公司。待过烧钱公司的人最后会有一个特点，就是特别不乐意去做烧钱的创业项目。早期单子为了跟主机厂打好关系，我们会稍微赔一点。至于收入能不能覆盖成本，只是说目前的品牌和地位是不是能够支得起相对较高的毛利。比如说车装了我们的产品更好卖了，那我们的零部件一定可以卖得更贵，前期赔不赔钱其实就不重要了。 </p><p>商业模式一定是靠收入来验证的，而不是靠讲故事来验证的。所以收钱和不收钱是本质区别，能不能打平盈利其实是很长期的事。</p><p>Q：镁佳跟华为会有竞争吗？ </p><p>A：镁佳的落脚点是让每一家整车厂拥有软件开发的能力，我们做基础，他们做上面貌美如花的事、符合平台调性的事。我们想把车内软件服务中间件都做得更模块化，就像搭积木，把零散的积木块准备好，整车厂可以做各种组合。所以我们的slogan是，让车内没有难写的软件。</p><p>我们（和华为）其实是配合的关系。我们做不做鸿蒙的软件模块中间件，取决于鸿蒙能进多少车厂。如果鸿蒙将来上车，我们也会做基于鸿蒙的数字功能模块，使它能够跟车内其他构件打通。 </p><p>汽车行业的客户需求很碎片化，华为To B的产品其实非常标准化，不管是路由器还是IoT设备，我觉得定制化对他们会有挑战。要做汽车软件模块，需要既做过车，又非常懂软件工程和软件架构。这是个跳高运动，跳不过去就是跳不过去，这是蛮有挑战的事。 </p><p>Q：从工程师到企业管理者，你如何转变心态？</p><p>A：职业经理人跟团队更多地是合作关系，坐到老板位置上相当于“黄世仁”的角色。职业经理人不会天天看公司的账，合理利用预算就好，但操盘一家公司，我每个月都要看账，看我的预算都花在什么地方，有没有不高效的地方。</p><p>一开始转变会有一种不当家不知柴米油盐贵的感觉。这时候对不高效的地方容忍度会变得极度小，会想如何能不断优化提高效率。但经过一段时间会重新回到平衡点，不会追求每个地方100%高效使用资源，而是在公司层面进行匹配和平衡。平衡后整个公司能回到相对长期稳定的状态。但我也知道有老板从来不看账，拼命融钱，其实也是另一种管理方式。 </p><p>我是一个很工程师Fix problem（解决问题）的风格，不是很喜欢融资和资本操作，就是想集中所有时间和精力去做好产品。之前我们公司的Slogan叫“最好的工程师可以改变世界”，现在更新的一版是“让车内没有难写的软件”。</p><p>Q：成为一名好的管理者，你的学习方法和路径是什么？ </p><p>A：我觉得是不断翻山和调整的过程。从技术到产品是第一座山，从产品到商业是第二座山，从商业到资本是第三座山。 </p><p>我自己第一座山基本是在雅虎时期翻过去的，第二座山基本上是在猎豹和蔚来翻过去的，理解了成功的产品是能找到真正的商业价值。从商业到资本的这座山，我过去半年基本上爬到了山顶，快要翻过去了。</p><p>在这个过程中最重要的是终身学习。世界是围绕需求来的，需要有什么技能就应该去学、去补。同时也要享受这个过程，只靠咬牙坚持是坚持不下来的。</p><p>没有一家创业公司从第一天就想清楚一步步该怎么做。创业不是一个发射火箭的过程，发火箭是算好了弹道，特别精确地走这条弹道。创业是开车的过程，看到前面有障碍就绕过去，而不是按算好的路线闷头撞上。只要不断调整，就有比较大的概率到达设想的终点。</p><p>Q：疫情对镁佳有影响吗？</p><p>A：我们今年一季度主要是配合广汽蔚来交付合创007，这辆车也是我们整个构架和产品在量产车上的第一次应用，疫情对此没有特别大的影响。但后装产品会比较受影响，因为那段时间大家都不买别的东西，只买口罩、酒精和食物。 </p><p>我们会根据市场情况调配公司资源。这是顺势而为的过程，不能跟大趋势较劲。人再强强不过大势，跟大趋势较劲，肯定是较不过的。一定要认识到哪些东西是我可以抓住、改变的，哪些是我要顺应的。</p><p>Q：你是怎么管理团队的？</p><p>A:我是一个很技术化的人，工程师一般也都比较简单，你跟他说任何事情，他第一反应就是如何解决问题，而不是该我做或者不该我做。物以类聚，人以群分，风格差不多、又比较对得上话的人，慢慢就会聚集在一起。</p><p>我觉得抽鞭子的管理方式，在短期或任务特别紧时可能是需要的，但长期带队伍其实就像是养小孩的过程。你得让他有正确的世界观和人生观，让每一个人都喜欢他做的事情。我们要观察和平衡每个人在每件事上能获得多少成长，适不适合做这件事。把这些平衡好了，项目交付就是水到渠成。 </p><p>Q：你的团队中经常有很多从雅虎时代就一直跟随你的老部下，你是怎么做到让这些年常年追随的？</p><p>A：只要你成长的速度始终比员工快，他总能在你的身上学到东西，总能有进一步的提高，那大家就会愿意长期在一起。</p><p>这个长期不是永恒，有时会被薪资这个不平衡打破。我认为这是好事，大家走了一段，你给他人生路上带来巨大提高之后，他再去做一些其他事情，可能再过一段时间就回来了。就像长征一样，小兵也会变成将军，大家在一起走的这段路是否能够互相成就，带来更大个人成长，就是能不能长期做好朋友的基础。 </p><p>Q：优秀人才和团队默契哪个更重要？</p><p>A：创业团队不能要求每一个人都是个人英雄。我以前的老板跟我说过，你不能老用精兵打仗，你要学会用普通兵打一般的仗，精兵要打最难的仗。创业这个过程，很多时候我们要学会用普通兵去打一般的仗，再学会把普通兵培养成能力更强的精兵。</p><p>我们团队90%以上是工程师，逻辑思维特别强。我们管理团队的风格，就是用最科学、最有逻辑、最有道理的方法解决问题，解决完成不成就认命了。肯定有压力和特别难的事情，但我们没有特别多的焦虑。</p><p>Q：镁佳会是你的创业终点吗？你觉得留给创业公司的时间窗口还有多久？</p><p>A：不好说。有时创业一段时间会想，原来有个老板坐在上面的日子也很舒服。有的人会变成持续创业者，有人创业后会变成特别忠诚的职业经理人，因为他更能理解他未来的老板，足以去包容和适应不完美的地方。我觉得几种可能性都有，但镁佳要做的是很大很长的事。 </p><p>汽车这个行业我觉得还有大概三到四年的时间窗口，在这个时间窗口里，有能力把各种资源组合在一块的创业团队是有机会的。如果最后出现整合或者兼并，对创业团队来说也不是坏事，不是每一家创业团队都一定要独立上市的，可以被人买。我创业后彻底转成销售了，卖零部件，卖车，卖公司。</p><p>Q：你平时会用什么方式放松自己？</p><p>A：我儿子经常开玩笑说，妈妈每周休假五天，工作两天。因为我觉得周一到周五工作都像是在休假，周末陪他们的两天好累，比工作还累。</p><p>工作对我来说是特别有乐趣的事。肯定有不喜欢的部分，比如我很内向，一天见了很多人、说了很多话之后，我晚上就会去看技术文档，帮团队修改技术文档。这对他们有益，对我也是特别放松的事，和看小说电视剧效果差不多。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n庄莉离开蔚来后首度发声：我不会去做造车这件事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-26 16:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/it/2020-04-26/doc-iircuyvh9919129.shtml><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：独家专访 | 庄莉离开蔚来后首度发声：我不会去做造车这件事　作者 | 程潇熠离开蔚来汽车半年来，庄莉的身份从职业经理人转变为汽车软件初创公司镁佳科技CEO。她回绝了所有媒体在此期间的采访邀请，保持每周见一名客户、一名投资人的节奏，按部就班地为新公司谋划未来。相比汽车圈，庄莉在互联网界的名气更大。 她以物理竞赛全国第一的成绩被保送清华，高中同班竞争的是后来成为搜狗CEO的王小川、B站CEO...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/it/2020-04-26/doc-iircuyvh9919129.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来","BITA":"易车"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/it/2020-04-26/doc-iircuyvh9919129.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2030836746","content_text":"原标题：独家专访 | 庄莉离开蔚来后首度发声：我不会去做造车这件事　作者 | 程潇熠离开蔚来汽车半年来，庄莉的身份从职业经理人转变为汽车软件初创公司镁佳科技CEO。她回绝了所有媒体在此期间的采访邀请，保持每周见一名客户、一名投资人的节奏，按部就班地为新公司谋划未来。相比汽车圈，庄莉在互联网界的名气更大。 她以物理竞赛全国第一的成绩被保送清华，高中同班竞争的是后来成为搜狗CEO的王小川、B站CEO陈睿和腾讯COO任宇昕。她和丈夫周枫（网易有道CEO）是互联网圈著名的神仙眷侣，均出身大名鼎鼎的“清华计算机96级”，与点点网创始人兼CEO许朝军、浪淘金创始人兼CEO周杰、360 CTO胡宁等是同级同学。2005年，庄莉和周枫还在美国计算机科学专业排名第一的加州伯克利大学攻读博士，就被网易创始人丁磊“抓回国”，一起执掌网易搜索。 2016年，庄莉买了一辆特斯拉，发现软件在汽车行业的新前景。她接受蔚来汽车创始人李斌邀请，以蔚来汽车软件开发副总裁的身份在蔚来度过了3年时光，她的团队中不乏从雅虎时期就一路追随的老员工。但新造车只能给予庄莉“半张试卷”。想要在汽车软件领域深耕的庄莉与李斌产生分歧，她决定亲自带领团队翻越从商业到资本的这座大山，“让车内没有难写的软件”。在接受未来汽车日报采访时，庄莉并没有避讳谈蔚来与李斌，镁佳科技也正与广汽蔚来“合作创业”合创007车型。在两个小时的对话中，庄莉分享了自己关于创业、管理和抉择的故事。 ◆ 以下是未来汽车日报专访庄莉的对话节选（经未来汽车日报整理）：Q：你当初为什么离开蔚来？A：我们想做中国汽车Tier 1里的特斯拉，蔚来要做服务用户的整车企业。大家方向不一致，这是我当初想要出来创业的原因。 我之前没想过创业，我的人生理想是士为知己者死，一直在寻找一个知我懂我的老板，我做将军。我想做一个改变世界的工程师，但到后面会发现技术能撬动的东西只有那么多。最后创业是箭在弦上不得不发，一是镁佳需要我的帮助，二是李斌想走的方向跟我的追求不太一样。 我跟蔚来的关系一直都挺好的。蔚来不管最终成败，我认为它在中国汽车史上是非常重要的事件。但先驱者总会犯错。在蔚来踩过的坑，我做镁佳时就知道要避开。我在蔚来得到了成长，也留下了一些我们觉得挺骄傲的东西，比如NOMI和NIO OS 2.0都是我离开蔚来前交付的。我是把屁股擦干净了再离开蔚来。 蔚来车载人工智能系统NOMI 来源：蔚来官网Q：离开蔚来半年来做了什么？A：刚离开蔚来汽车时觉得我对汽车行业有挺多理解，去做投资也挺好，但后来想想还是更喜欢工程师的风格。做投资会把我逼死，我也会把我投的团队逼死。最初我在镁佳是投资人的角色，最后觉得已经有基础了，决定加入。 变形金刚里面一个角色叫Megatron（威震天），我觉得这个名字很好听，把它和汽车零部件结合一下，就叫Megatronix。Mega这个词本身也代表宏大，翻译成中文镁佳听起来也比较顺耳。 这半年很多人问我在做什么。我跑了很多客户，跟非常多客户、整车厂聊过，把对客户的理解转化成公司产品的定义。之前团队很高大上，恨不得所有东西都用最好的，现在接地气了，把用户需求结合了进来。 我基本一周见一个客户，见一个投资人。我们不着急融钱，公司始终是不缺钱也不拒绝钱的态度。也会跟客户公司不同角色的人聊，包括采购、研发、管理层，慢慢会形成对整个产品的定义。Q：从网易有道到微软、雅虎、猎豹、蔚来，这些公司都不是一个赛道，为什么最后选择在汽车行业创业？A：一件事情在商业上成立不成立一定要有终局思维，比如倒过来想，最后这个世界结局是什么样的，会不会是你期望的结局。如果想不清楚这条路最后结局如何，成功概率就比较小。2016年我买了一辆特斯拉，一坐进去感觉跟其他车完全不一样。特斯拉其实就是当时最早的iPhone，我觉得我也可以做跟特斯拉AutoPilot类似的事，将来这些东西一定是每辆车都要有的。当时想创业做自动驾驶或ADAS（高级辅助驾驶系统），正好李斌来找我，说在做蔚来汽车，他以前是易车的创始人。我当时只知道汽车之家，不知道易车，第一反应是李斌是谁、易车是谁、蔚来汽车是谁。上网查之后发现蛮有意思，有机会从头到尾把一辆整车做出来，就放弃了创业的念头。最近几年，发现汽车行业其实也挺惨的。整个行业在低谷期，新技术引入需要更大的耐心和决心。这不是一开始能预料到的，互联网人觉得什么事都特简单，几个月就上线了。汽车行业好多东西真不是，需要很虚心地理解。 很多新玩家会有误区，觉得原来的东西都不好，但并不是。用颠覆的方式做汽车行业绝对行不通，我们要在理解传统汽车行业的基础上去推进变化，在原有流程基础上把软件模块有机地集成进去，付出最小代价得到最多东西。 Q：镁佳如何跟广汽蔚来建立起合作？A：肯定跟我是蔚来背景有关系。当时广汽蔚来正在找软件方案，最方便的是用蔚来ES8当时的方案。但那辆车定位在26万元，蔚来ES8方案一来太贵，二来想复用需要做很大改动。 我们的方案从用户体验角度可以媲美新造车，又比新造车原装的价格便宜小一半。再加上目前传统供应商的软件能力较弱，廖兵（广汽蔚来CEO）就大胆启用了我们这个创业团队。 他的判断是虽然公司是新的，但人是靠谱的。广汽蔚来的品牌叫合创，廖兵说就是大家合在一起创业的意思。 广汽蔚来合创车型车内交互 来源：广汽蔚来合创官网Q：镁佳的直接竞争对手有哪些？A：这个行业门槛很高，做整车电子电气架构的新创业团队我们基本没有碰到过。但在数字座舱这种热门领域，有不少实力强劲的传统供应商，他们更有销售经验，但我们学习能力很强。我们在谈的车企客户大概有四五个，不太方便提供具体名字。在很多订单的竞争当中，我们几乎都能进入报价的最后一轮，这说明我们在整车厂眼里是有价值的。 很多车厂跟我们说，原有采购机制不适合我们，但愿意内部推动采购机制的改革，让我们进入他们的供应商体系中。当然这是比较慢的事，改变原有的制度流程都需要时间，所以我们会选择有耐心的投资人，不然就把我们逼死了。Q：镁佳目前的融资状况如何？A：在资本层面上能撬动多大盘子，是你能够做这件事的前提。我不会去做造车这件事，因为我的融资能力撬不动几百亿的盘子，但我的融资能力能撬动整车的电子电气和软件架构这个盘子。我待过一些烧钱的公司。待过烧钱公司的人最后会有一个特点，就是特别不乐意去做烧钱的创业项目。早期单子为了跟主机厂打好关系，我们会稍微赔一点。至于收入能不能覆盖成本，只是说目前的品牌和地位是不是能够支得起相对较高的毛利。比如说车装了我们的产品更好卖了，那我们的零部件一定可以卖得更贵，前期赔不赔钱其实就不重要了。 商业模式一定是靠收入来验证的，而不是靠讲故事来验证的。所以收钱和不收钱是本质区别，能不能打平盈利其实是很长期的事。Q：镁佳跟华为会有竞争吗？ A：镁佳的落脚点是让每一家整车厂拥有软件开发的能力，我们做基础，他们做上面貌美如花的事、符合平台调性的事。我们想把车内软件服务中间件都做得更模块化，就像搭积木，把零散的积木块准备好，整车厂可以做各种组合。所以我们的slogan是，让车内没有难写的软件。我们（和华为）其实是配合的关系。我们做不做鸿蒙的软件模块中间件，取决于鸿蒙能进多少车厂。如果鸿蒙将来上车，我们也会做基于鸿蒙的数字功能模块，使它能够跟车内其他构件打通。 汽车行业的客户需求很碎片化，华为To B的产品其实非常标准化，不管是路由器还是IoT设备，我觉得定制化对他们会有挑战。要做汽车软件模块，需要既做过车，又非常懂软件工程和软件架构。这是个跳高运动，跳不过去就是跳不过去，这是蛮有挑战的事。 Q：从工程师到企业管理者，你如何转变心态？A：职业经理人跟团队更多地是合作关系，坐到老板位置上相当于“黄世仁”的角色。职业经理人不会天天看公司的账，合理利用预算就好，但操盘一家公司，我每个月都要看账，看我的预算都花在什么地方，有没有不高效的地方。一开始转变会有一种不当家不知柴米油盐贵的感觉。这时候对不高效的地方容忍度会变得极度小，会想如何能不断优化提高效率。但经过一段时间会重新回到平衡点，不会追求每个地方100%高效使用资源，而是在公司层面进行匹配和平衡。平衡后整个公司能回到相对长期稳定的状态。但我也知道有老板从来不看账，拼命融钱，其实也是另一种管理方式。 我是一个很工程师Fix problem（解决问题）的风格，不是很喜欢融资和资本操作，就是想集中所有时间和精力去做好产品。之前我们公司的Slogan叫“最好的工程师可以改变世界”，现在更新的一版是“让车内没有难写的软件”。Q：成为一名好的管理者，你的学习方法和路径是什么？ A：我觉得是不断翻山和调整的过程。从技术到产品是第一座山，从产品到商业是第二座山，从商业到资本是第三座山。 我自己第一座山基本是在雅虎时期翻过去的，第二座山基本上是在猎豹和蔚来翻过去的，理解了成功的产品是能找到真正的商业价值。从商业到资本的这座山，我过去半年基本上爬到了山顶，快要翻过去了。在这个过程中最重要的是终身学习。世界是围绕需求来的，需要有什么技能就应该去学、去补。同时也要享受这个过程，只靠咬牙坚持是坚持不下来的。没有一家创业公司从第一天就想清楚一步步该怎么做。创业不是一个发射火箭的过程，发火箭是算好了弹道，特别精确地走这条弹道。创业是开车的过程，看到前面有障碍就绕过去，而不是按算好的路线闷头撞上。只要不断调整，就有比较大的概率到达设想的终点。Q：疫情对镁佳有影响吗？A：我们今年一季度主要是配合广汽蔚来交付合创007，这辆车也是我们整个构架和产品在量产车上的第一次应用，疫情对此没有特别大的影响。但后装产品会比较受影响，因为那段时间大家都不买别的东西，只买口罩、酒精和食物。 我们会根据市场情况调配公司资源。这是顺势而为的过程，不能跟大趋势较劲。人再强强不过大势，跟大趋势较劲，肯定是较不过的。一定要认识到哪些东西是我可以抓住、改变的，哪些是我要顺应的。Q：你是怎么管理团队的？A:我是一个很技术化的人，工程师一般也都比较简单，你跟他说任何事情，他第一反应就是如何解决问题，而不是该我做或者不该我做。物以类聚，人以群分，风格差不多、又比较对得上话的人，慢慢就会聚集在一起。我觉得抽鞭子的管理方式，在短期或任务特别紧时可能是需要的，但长期带队伍其实就像是养小孩的过程。你得让他有正确的世界观和人生观，让每一个人都喜欢他做的事情。我们要观察和平衡每个人在每件事上能获得多少成长，适不适合做这件事。把这些平衡好了，项目交付就是水到渠成。 Q：你的团队中经常有很多从雅虎时代就一直跟随你的老部下，你是怎么做到让这些年常年追随的？A：只要你成长的速度始终比员工快，他总能在你的身上学到东西，总能有进一步的提高，那大家就会愿意长期在一起。这个长期不是永恒，有时会被薪资这个不平衡打破。我认为这是好事，大家走了一段，你给他人生路上带来巨大提高之后，他再去做一些其他事情，可能再过一段时间就回来了。就像长征一样，小兵也会变成将军，大家在一起走的这段路是否能够互相成就，带来更大个人成长，就是能不能长期做好朋友的基础。 Q：优秀人才和团队默契哪个更重要？A：创业团队不能要求每一个人都是个人英雄。我以前的老板跟我说过，你不能老用精兵打仗，你要学会用普通兵打一般的仗，精兵要打最难的仗。创业这个过程，很多时候我们要学会用普通兵去打一般的仗，再学会把普通兵培养成能力更强的精兵。我们团队90%以上是工程师，逻辑思维特别强。我们管理团队的风格，就是用最科学、最有逻辑、最有道理的方法解决问题，解决完成不成就认命了。肯定有压力和特别难的事情，但我们没有特别多的焦虑。Q：镁佳会是你的创业终点吗？你觉得留给创业公司的时间窗口还有多久？A：不好说。有时创业一段时间会想，原来有个老板坐在上面的日子也很舒服。有的人会变成持续创业者，有人创业后会变成特别忠诚的职业经理人，因为他更能理解他未来的老板，足以去包容和适应不完美的地方。我觉得几种可能性都有，但镁佳要做的是很大很长的事。 汽车这个行业我觉得还有大概三到四年的时间窗口，在这个时间窗口里，有能力把各种资源组合在一块的创业团队是有机会的。如果最后出现整合或者兼并，对创业团队来说也不是坏事，不是每一家创业团队都一定要独立上市的，可以被人买。我创业后彻底转成销售了，卖零部件，卖车，卖公司。Q：你平时会用什么方式放松自己？A：我儿子经常开玩笑说，妈妈每周休假五天，工作两天。因为我觉得周一到周五工作都像是在休假，周末陪他们的两天好累，比工作还累。工作对我来说是特别有乐趣的事。肯定有不喜欢的部分，比如我很内向，一天见了很多人、说了很多话之后，我晚上就会去看技术文档，帮团队修改技术文档。这对他们有益，对我也是特别放松的事，和看小说电视剧效果差不多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658344320,"gmtCreate":1682430243661,"gmtModify":1682430517821,"author":{"id":"3500030994766780","authorId":"3500030994766780","name":"ABC123456","avatar":"https://static.tigerbbs.com/89f5dd2d1fc0a76c7d7fa5e4b79bccf3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500030994766780","authorIdStr":"3500030994766780"},"themes":[],"htmlText":"<a 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