专注与不多元化篇精选
Selected Quotes on Focus & Non-Diversification
💡 Core Golden Quotes
- “shortcut is the fastest way to get lost (捷径是迷路的最快的办法)”
- “Overtaking on curves: an effective way to increase the rollover rate”
- “We won’t take the M&A route—that is, mergers and acquisitions—for development”
- “If you can do one thing well, why would you want to do many things poorly?”
- “The biggest secret to winning at Go isn’t about making brilliant moves, but being able to play solid moves from start to finish without making mistakes, while waiting for your opponent to make mistakes”
❓ Selected Q&A
Q: How do you view Chinese companies’ love for overtaking on curves?
A: There’s a saying in Alaska: shortcut is the fastest way to get lost. There’s no such thing as overtaking on curves—focusing on what’s essential is most important! Otherwise, even if you overtake, you’ll be overtaken back. (2018-09-30)
Q: How do you view companies’ leapfrog development and overtaking on curves?
A: An effective way to increase the accident rate. (2019-02-14)
Q: Will BBK take the M&A (mergers and acquisitions) route?
A: We won’t take the M&A route for development. Our approach may seem much slower in the short term, but from a 10 or 20-year perspective, it might actually be the fastest. (2010-03-25)
Q: What’s the biggest secret to winning at Go?
A: “The biggest secret to winning at Go isn’t about making brilliant moves, but being able to play solid moves from start to finish without making mistakes, while waiting for your opponent to make mistakes. Running a business is the same—look at all the failed companies: how many were beaten to death by others? They all died from their own mistakes!” (2001-11)
Q: How should we understand “there are no shortcuts”?
A: There are no shortcuts. There are no tricks. If you want to take the easy path, I guarantee you: it will be longer and more painful than the hard path. (2019-07-30)
Q: What’s wrong with diversification?
A: I don’t support diversification in the general sense, especially diversification for diversification’s sake—many companies, after a period of good development, start diversifying to spread risk, and as a result, some of them soon no longer need to worry about risk at all. (2010-09-20)
Q: What does “less is more” mean?
A: It means focus. (2013-08-16)
Q: If you can do one thing well, why would you want to do many things poorly?
A: If you can do one thing well, why would you want to do many things poorly? However, indeed some people start thinking they can do everything well after doing some good things, and then begin doing things they’re not good at. People’s energy is limited. People and companies that stay focused end up becoming very formidable—this is also why I like Apple. (2013-10-17)
Q: Does “always working hard” guarantee profits?
A: Does “always working hard” guarantee profits? First, you must do the right thing; only then does hard work matter. (2010-10-14)
Q: What’s the difference between being industry number one and being consumer-oriented?
A: The difference seems quite significant—one is cause, the other is effect. Being “industry number one” doesn’t seem to have practical meaning for consumers; rarely do users buy your products because they see you as an “industry dominator.” So overall, what we care about most is consumer experience, not industry ranking. (2010-03-30)
🔗 Related Notes
Related Concepts Stop Doing List · Benfen (Doing What’s Right) · Corporate Culture · Differentiation Related People Duan Yongping Related Companies BBK · OPPO · Apple Related Topics Benfen (Doing What’s Right) · How to Judge a Good Company
专注与不多元化篇精选
💡 核心金句
- “shortcut is the fastest way to get lost（捷径是迷路的最快的办法）”
- “弯道超车：提高翻车率的有效办法”
- “我们不会走M&A，就是收购和兼并这条路去发展”
- “如果大凡你能做好一样东西，你为啥还要做很多做不好的东西呢？”
- “下围棋取胜最大的秘诀不是如何下出高招，而是能够自始至终下出本手，不出错，而等着对手出错”
❓ 精选问答
问：怎么看待中国企业爱弯道超车？
答：Alaska有句话，shortcut is the fastest way to get lost（捷径是迷路的最快的办法。）不存在什么弯道超车的事情，关注本质最重要！不然即使超过去，也会被超回来。（2018-09-30）
问：如何看待企业的跨越式发展，弯道超车？
答：提高翻车率的有效办法。（2019-02-14）
问：步步高会走收购和兼并的路吗？
答：我们不会走M&A，就是收购和兼并这条路去发展。我们这种办法短期看来好像慢很多，但从10年20年的角度来看，有可能是最快的。（2010-03-25）
问：下围棋取胜最大的秘诀是什么？
答：“下围棋取胜最大的秘诀不是如何下出高招，而是能够自始至终下出本手，不出错，而等着对手出错。办企业也一样，你看死掉的企业哪一家是被别人打死的？还不都是自己犯错死的！“（2001-11）
问：不存在什么捷径，这句话怎么理解？
答：不存在什么捷径。不存在什么窍门。如果你想走轻松的路，我保证：它比艰难的路更长更痛苦。（2019-07-30）
问：多元化有什么问题？
答：我不赞成一般意义上的多元化，尤其不赞成为多元化而多元化的多元化——有很多公司在经历一段不错的发展后，为了分散风险，开始搞起了多元化，结果其中有些公司很快就不用再担心风险的问题了。（2010-09-20）
问：less is more是什么意思？
答：就是专注的意思。（2013-08-16）
问：如果大凡你能做好一样东西，你为啥还要做很多做不好的东西呢？
答：如果大凡你能做好一样东西，你为啥还要做很多做不好的东西呢？不过，确实有些会因为做了一些好东西后就以为自己啥都能做好，于是就开始做一些自己做不好的东西了。人的精力是有限的，聚焦的人或公司最后会变得很厉害，这也是我喜欢苹果的原因。（2013-10-17）
问：“一直在努力”就一定有利润吗？
答：“一直在努力”就一定有利润？先要做对的事情，努力才有用。（2010-10-14）
问：行业第一和消费者导向有什么区别？
答：好像区别还挺大的，一个是因，一个是果。“行业第一”好像对消费者而言并没有实际意义，很少有用户是因为看到你是”行业霸主”而买你东西的。所以总的来讲，我们最关心的只是消费者体验，而不是行业排名。（2010-03-30）
🔗 相关笔记
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