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第二十四講:企業(yè)家與企業(yè)建造者

第二十四講:企業(yè)家與企業(yè)建造者

《財(cái)富》(中文版) 2011-04-15
大多數(shù)“一夜成功”的案例,,準(zhǔn)備工作往往都長(zhǎng)達(dá)20年。一些成功的企業(yè)它們之所以與眾不同,,是因?yàn)樗麄兠靼鬃约旱淖罱K產(chǎn)品就是公司,,他們是在建立一種文化,他們自己是在建立一個(gè)體系,。

高德思我知道很多人都問(wèn)過(guò)你這個(gè)問(wèn)題,。

吉姆·柯林斯但是對(duì)同樣問(wèn)題的回答也會(huì)有不同的時(shí)候,因?yàn)槲覀兊南敕〞?huì)發(fā)展,。

高德思讓我們?cè)倩氐絼?chuàng)業(yè)者這個(gè)話題,,特別是中國(guó)的創(chuàng)業(yè)者,中國(guó)有很多創(chuàng)業(yè)者,。

吉姆·柯林斯這想來(lái)是讓人激動(dòng)的,。

高德思是挺讓人激動(dòng)的。你書(shū)里面研究的都是大型美國(guó)公司,,大部分是大型上市公司,。我相信你已經(jīng)被這樣的問(wèn)題搞得不耐煩了,但是我還是覺(jué)得有必要問(wèn),,那就是你的研究對(duì)創(chuàng)業(yè)者來(lái)說(shuō)有什么意義,,他們可以從中學(xué)到什么呢?換句話說(shuō),,這些經(jīng)驗(yàn)教訓(xùn)適用于大型上市公司,,但是否同樣適用于創(chuàng)業(yè)企業(yè)呢?

吉姆·柯林斯首先,,我的下一本書(shū)將明顯把重點(diǎn)放在那些后來(lái)發(fā)展壯大成卓越公司的創(chuàng)業(yè)企業(yè),。我們之所以想研究它們,是因?yàn)樗鼈兲菀资墉h(huán)境影響,。因此,,我們?cè)谶@方面還是有很多要表達(dá)的。但是,我現(xiàn)在可以說(shuō)兩點(diǎn),。

首先談?wù)劇痘鶚I(yè)長(zhǎng)青》(Built to Last)而不是《從優(yōu)秀到卓越》(Good to Great),。(在《基業(yè)長(zhǎng)青》中),我們研究了歷史上最偉大的一些創(chuàng)業(yè)者,。他們都發(fā)展成為了卓越的大公司。首先來(lái)看看這些公司剛起步的時(shí)候,。

研究沃爾瑪時(shí),,我們追溯到了薩姆·沃爾頓僅有一家折扣店的時(shí)期。研究惠普時(shí),,我們回顧了比爾·休利特和大衛(wèi)·帕卡德在帕羅阿爾托的車(chē)庫(kù)里做了什么,。我們有原始的文件,我和杰瑞需要研究這些材料,?;萜障蛭覀冮_(kāi)放了他們的檔案庫(kù)。當(dāng)我們?cè)趯?xiě)《基業(yè)長(zhǎng)青》的時(shí)候就使用了他們的檔案庫(kù),。要知道這是多么令人激動(dòng)的事情,,因?yàn)樵谀抢锟梢钥吹奖葼柡痛笮l(wèi)寫(xiě)給對(duì)方的信。在印著打印字體的發(fā)黃紙頁(yè)上——就像《獨(dú)立宣言》一樣,,我們看到了1937年8月23日公司初創(chuàng)時(shí)的會(huì)議記錄,。這是用打字機(jī)打出來(lái)的,信上面有幾行字方向有點(diǎn)奇怪,,如果你仔細(xì)看看,,上面說(shuō)我們于1937年8月23日下午2點(diǎn)創(chuàng)立了一家電子公司。接著下面就用了正常的字體,,內(nèi)容是我們共同成立了一家廣義上的無(wú)線電技術(shù)工程公司,,我們決定要生產(chǎn)自己的產(chǎn)品,而不是賣(mài)別人的東西,。接下來(lái)就是這句很有意思的話,。“對(duì)我們將設(shè)計(jì),、制造和銷(xiāo)售什么產(chǎn)品的問(wèn)題暫時(shí)不進(jìn)行討論,。”這就是一家偉大公司創(chuàng)立的時(shí)刻,,當(dāng)時(shí)他們自己都不知道要生產(chǎn)什么,。我們看到了他們第一次會(huì)議的真實(shí)記錄。我們看到了惠普的所有原始文件,,比如“我們什么時(shí)候搬出車(chē)庫(kù),,因?yàn)槲⒉t的震蕩器燒壞了。我是說(shuō),其實(shí)車(chē)庫(kù)也挺好的,?!边€有索尼的早期,那時(shí)他們還做電飯煲,。

比爾·艾倫在波音早期的時(shí)候,,還去做家具生意來(lái)為公司獲得足夠的資金,終于在上世紀(jì)20年代建造了第一架飛機(jī),。約翰·威拉德·萬(wàn)豪早期曾擺了個(gè)艾德熊樂(lè)啤露攤兒,。他當(dāng)時(shí)的想法就是想開(kāi)個(gè)樂(lè)啤露攤兒,不要再呆在猶他州,。因此他去了華盛頓,,擺了個(gè)艾德熊樂(lè)啤露攤兒,這就是萬(wàn)豪國(guó)際集團(tuán)開(kāi)始的地方,。

《基業(yè)長(zhǎng)青》中寫(xiě)了歷史上最偉大的一些創(chuàng)業(yè)者:大衛(wèi)·帕卡德,、盛田昭夫、薩姆·沃爾頓,、約翰·威拉德·萬(wàn)豪和威廉·邁克奈特,。威廉·邁克奈特是3M公司早期輝煌的締造者。通用電氣的托馬斯·愛(ài)迪生和查爾斯·科芬,。雖然已是過(guò)去很久的事,,但是我們還是對(duì)這些大公司的早期發(fā)展很好奇。讓我談?wù)勥@些卓越公司背后的那些企業(yè)家們,。讓我們花個(gè)幾分鐘來(lái)談?wù)勊麄?,他們知道自己是新的一代,并證明了自己是終極的企業(yè)家,。就像亨利·福特,、查爾斯·科芬和大衛(wèi)·帕卡德他們那樣。他們身上凸顯出了一些獨(dú)特的品質(zhì),,我們剛剛也提到過(guò),,但是值得我們反復(fù)強(qiáng)調(diào)。

他們作為公司的創(chuàng)始人,,將一家小公司發(fā)展成為一家卓越公司的平均時(shí)間是36年,。這些公司是不會(huì)很快地?fù)Q掉創(chuàng)業(yè)者的,他們通常會(huì)繼續(xù)領(lǐng)導(dǎo)公司很多年,。并且這些公司大多都沒(méi)有接受大量外部資金,。

Thomas D. Gorman: Well, I know you've been asked this question, thousands of times, but...

Jim Collins: Sometimes the same question produces different answers because I grow in my thinking.

Thomas D. Gorman: But, let's go back to entrepreneurs, and specifically entrepreneurs in China, of whom there are many.

Jim Collins: Which is exciting.

Thomas D. Gorman: It is exciting.

Jim Collins: The research set for your books has obviously consisted of large American companies, large public companies for the most part. And the questions that I'm sure you're tired of being asked, but I think it needs to be asked again, is: What relevance and what learning is there in your research for the entrepreneur? In other words, are the lessons generally applicable to the entrepreneurial set, as much as they are to the big public company set.?

First of all, when we get to the next piece of work that's coming, it actually really picks up a really explicit emphasis on startups that went on to become great companies, and the reason is because we wanted them because they are so vulnerable to the environment. So, we're going to have a lot to say at that point. But, I can say two things now.

First, go back to "Built to Last" more so than "Good to Great". (In "Built to Last") we really studied some of the greatest entrepreneurs in history. It's just that they became great big companies. But, let's just start by looking at some of the ones we looked at when they were small.

We looked at Wal-mart when Sam Walton had one dime store, we looked at HP when Bill Hewlett and David Packard were in a garage in Palo Alto and what they did, we have the original (document), which Jerry and I got to study, HP opened their archives to us. And we went into their archives when we were working on "Built to Last". Just to show you how exciting this is, you go in and there are Bill and Dave's letters to each other. nd on this wonderful typed piece of sort of yellowed paper, -- like The Declaration of Independence or something -- is the original founding minutes of the company, August 23, 1937 and it's sort of typed on a typewriter and it's got a letter that goes off in a strange direction and you look at it, it says, we got together to form an electronics company on August 23, 1937, at 2 PM in the afternoon. And then it types out and says, we got together to form a company in the radio technology engineering field broadly defined and we decided we want to make our own stuff and not sell others people's stuff. And then there's this wonderful line. "The question of what we will design and manufacture and sell however, was postponed." And so you have the founding moment of this great company, at which time they didn't even know what they were going to make. And you have their actual minutes of their first meeting. We got to look at all the original documents of the Hewlett Packard Company, things like, when are we going to get out of the garage, because the oscillator burned up in the oven. I mean, it's just all right there. So, also you looked at the early days of Sony when they had that rice cooker.

Look at the early days of Boeing when Bill Allen kept the business alive by going into the furniture business, used furniture business, just to bring in enough cash flow to be able to make their first airplanes in the 1920's. You back go back to the early days of Marriott, when J. Willard Marriott started with an A&W Root Beer stand. His founding concept was, I just want to start a root beer stand and I don't want to live in Utah anymore. So, he goes to Washington, DC and he starts an A&W Root Beer stand. That's the start of Marriott.

We have some of the greatest entrepreneurs in history that were in "Built to Last": Dave Packard, Akio Morita, Sam Walton, J. Willard Marriott, William McKnight, who was the person who really architected the early days of 3M. Thomas Edison and Charles Coffin, of GE. So, while it's fairly far in the past, we were very curious about the very early days of these, what became, great companies. Let me sort of talk through the lenses of these, what became great companies, about the entrepreneurs behind them. Let's maybe just spend a few minutes, because these were some of the people that know they are of a different generation, but they proved themselves as the ultimate entrepreneurs. These are the Henry Fords, these are the Charles Coffins, these are the David Packards. So, a few things stand out, one we mentioned earlier, but is worth emphasizing.

They grew, the average amount of time that they were in the seat of founding architect or founding chief architect of building a small company to a great company, 36 years. So, this idea that you have an entrepreneur who then is very quickly replaced ... that's not what these people did; they were in harness for a long time. And most of them did it without a lot of outside capital.

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