刘润
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刘润,润米咨询创始人,互联网转型专家,中国最大的私人商学院《刘润 5分钟商学院》创始人,前微软战略合作总监。刘润任多家知名企业(海尔、中远、恒基、百度等)战略顾问,通过培训、咨询、投资等方式,帮助传统企业顺利完成互联网转型,成就再次辉煌。
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8c4783a2ff6356bd1e13922d331019cb
昨天出差去成都,在虹桥机场拿到登机牌(图在评论区)。老眼昏花的我简直太感动了。
是啊。我最想知道的,不就是:登机口,登机时间,座位号吗?
第一次见到这样的登机牌,终于不用眯缝着眼找关键信息了。我....
http://weixin.sogou.com/weixin?type=2&query=%E5%88%98%E6%B6%A6+%E6%98%A8%E5%A4%A9%E5%87%BA%E5%B7%AE%E5%8E%BB%E6%88%90%E9%83%BD%EF%BC%8C%E5%9C%A8%E8%99%B9%E6%A1%A5%E6%9C%BA%E5%9C%BA%E6%8B%BF%E5%88%B0%E7%99%BB%E6%9C%BA%E7%89%8C%EF%BC%88%E5%9B%BE%E5%9C%A8%E8%AF%84%E8%AE%BA%E5%8C%BA%EF%BC%89%E3%80%82%E8%80%81%E7%9C%BC%E6%98%8F%E8%8A%B1%E7%9A%84%E6%88%91%E7%AE%80%E7%9B%B4%E5%A4%AA%E6%84%9F%E5%8A%A8%E4%BA%86%E3%80%82%0A%0A%E6%98%AF%E5%95%8A%E3%80%82%E6%88%91%E6%9C%80%E6%83%B3%E7%9F%A5%E9%81%93%E7%9A%84%EF%BC%8C%E4%B8%8D%E5%B0%B1%E6%98%AF%EF%BC%9A%E7%99%BB%E6%9C%BA%E5%8F%A3%EF%BC%8C%E7%99%BB%E6%9C%BA%E6%97%B6%E9%97%B4%EF%BC%8C%E5%BA%A7%E4%BD%8D%E5%8F%B7%E5%90%97%EF%BC%9F%0A%0A%E7%AC%AC%E4%B8%80%E6%AC%A1%E8%A7%81%E5%88%B0%E8%BF%99%E6%A0%B7%E7%9A%84%E7%99%BB%E6%9C%BA%E7%89%8C%EF%BC%8C%E7%BB%88%E4%BA%8E%E4%B8%8D%E7%94%A8%E7%9C%AF%E7%BC%9D%E7%9D%80%E7%9C%BC%E6%89%BE%E5%85%B3%E9%94%AE%E4%BF%A1%E6%81%AF%E4%BA%86%E3%80%82%E6%88%91....
<div><div>'昨天出差去成都,在虹桥机场拿到登机牌(图在评论区)。老眼昏花的我简直太感动了。
是啊。我最想知道的,不就是:登机口,登机时间,座位号吗?
第一次见到这样的登机牌,终于不用眯缝着眼找关键信息了。我才意识到,以前的登机牌,太反人类了。建议全国推广。
一种强烈的感受,优秀的年轻人们,终于开始接班了。感谢。感动。'
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Wed, 23 Jul 2025 12:18:00 +0800
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a8181b82232392af951927e562f0538e
白痴都可以让事情变得更复杂,只有智者才能让事情变得简单
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Wed, 23 Jul 2025 08:30:00 +0800
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137f30fc52c5fe5a68548458d2addce4
07月23日(勤商日历卡片):骗子的用心程度,你难以想象
http://weixin.sogou.com/weixin?type=2&query=%E5%88%98%E6%B6%A6+07%E6%9C%8823%E6%97%A5%EF%BC%88%E5%8B%A4%E5%95%86%E6%97%A5%E5%8E%86%E5%8D%A1%E7%89%87%EF%BC%89%EF%BC%9A%E9%AA%97%E5%AD%90%E7%9A%84%E7%94%A8%E5%BF%83%E7%A8%8B%E5%BA%A6%EF%BC%8C%E4%BD%A0%E9%9A%BE%E4%BB%A5%E6%83%B3%E8%B1%A1
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<img class="rich_media_thumb" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNice6PNibmDoU6XibwH0dBNkl6F0EYeRpVQ1AAjibleAdAHWbRE0av47TXpw/0?wx_fmt=jpeg?imageView2/1/w/600" />
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<div class="rich_media_content" id="js_content"><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">早安!</span></span></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><section><span style="font-size: 15px; letter-spacing: 1px;"><span style="letter-spacing: 1px;"><span><span style="font-size: 16px;">今天勤商日历的拓展阅读文章</span></span></span><span><span style="font-size: 16px;">主题是:</span></span><span style="line-height: 1.75em; font-size: 15px; letter-spacing: 1px;"><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651715022&idx=1&sn=bc36c39d1630d5ffaf9b7d09e8240ae4&scene=21#wechat_redirect" style="color: rgb(217, 33, 66);" target="_blank"><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">《</span></a></span><span style="line-height: 1.75em; font-size: 15px; letter-spacing: 1px;"><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651715022&idx=1&sn=bc36c39d1630d5ffaf9b7d09e8240ae4&scene=21#wechat_redirect" style="color: rgb(217, 33, 66);" target="_blank"><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">骗子的</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651715022&idx=1&sn=bc36c39d1630d5ffaf9b7d09e8240ae4&scene=21#wechat_redirect" style="color: rgb(217, 33, 66);" target="_blank"><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">用心程度,你难以想象</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651715022&idx=1&sn=bc36c39d1630d5ffaf9b7d09e8240ae4&scene=21#wechat_redirect" style="color: rgb(217, 33, 66);" target="_blank"><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">》</span></a></span></span></section></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">希望能帮助您更好地理解这一页日历的内容,开启元气满满的一天~</span></span></span></section><section style="letter-spacing: 0.578px; text-align: center; margin-left: 16px; margin-right: 16px; margin-bottom: 0px;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ7m5WfMkjRwEqoLqzBDUVLancXbzk8VZ5SYWJIvOlU0nN1vLhW2JM1Tg/640?wx_fmt=png&from=appmsg" style="width: 100%;" /></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">什么是“勤商日历</span></span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">”?</span></span></strong><span style="font-size: 15px; letter-spacing: 1px;"></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">勤商日历,是一款专门为你开发的,日复一日地陪伴你、鼓励你、帮助你,通过“制定目标,每周复盘,制定计划”,把焦点放在自己身上的日历产品。</span></span></span></section><p wrap="wrap"><span><span><span style="font-size: 16px;">你可以通过这本日历,以周为单位,不断迭代,不断成长。</span></span></span></p><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">首先,在日历上写下你的目标。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">然后,根据日历上每周六的“每周复盘”进行复盘。</span></span></strong><span style="font-size: 15px; letter-spacing: 1px; color: rgb(0, 82, 255);"></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">怎么复盘?</span></span></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">你可以用你最自然,最喜欢的方式。</span></span></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">但如果实在没有格式,可以用我建议的:继续做什么?停止做什么?开始做什么?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">最后,根据日历上每周日的“下周计划”制定每周计划。</span></span></strong><span style="font-size: 15px; letter-spacing: 1px;"></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">在这一页上,我们只设计了从P1到P5,简单的5行。</span></span></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">计划,不用长篇大论。只需要写接下来的一周,你觉得一定要做的事情。</span></span></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">写下来,你才会慎重对待。</span></span></span></section><section style="margin-right: 16px; margin-bottom: 16px; margin-left: 16px; letter-spacing: 0.578px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">这就是勤商日历。</span></span></span><span style="color: rgb(0, 82, 255);"><strong><span style="font-size: 15px; letter-spacing: 1px;"></span></strong></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">如果你也喜欢这种轻松、简洁的商业学习方式,欢迎点击下方卡片,关注【勤商日历】。</span></span></strong></section><section class="mp_profile_iframe_wrp" style="letter-spacing: 0.578px;"></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">同时,也欢迎你关注【刘润公众号】,我们每周日都会整理一周的思维导图,让你快速预览一周的商业知识。</span></span></strong></section><section class="mp_profile_iframe_wrp" style="letter-spacing: 0.578px;"></section><p style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">每天翻一页,轻松学商业,我们下期见!</span></span></strong></p><p style="display: none;"></p></div>
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<a class="media_tool_meta meta_primary" href="http://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772865&idx=4&sn=79500422f7f34aed4a137d6aafdf9d88&chksm=bccde45b43e986d65560fb02806f001f0c67393561ba8e8b5067e0ccb78d8c06b528cd523b65&scene=0#rd" style="color: blue;" target="_blank">文章原文</a>
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Wed, 23 Jul 2025 08:30:00 +0800
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a11ab5e9f9abe66b4fbc7bde61e92c46
英特尔,正在被自己的优势拖垮
http://weixin.sogou.com/weixin?type=2&query=%E5%88%98%E6%B6%A6+%E8%8B%B1%E7%89%B9%E5%B0%94%EF%BC%8C%E6%AD%A3%E5%9C%A8%E8%A2%AB%E8%87%AA%E5%B7%B1%E7%9A%84%E4%BC%98%E5%8A%BF%E6%8B%96%E5%9E%AE
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<img class="rich_media_thumb" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ7Y68DazhwpficWaXheOZ3eWGftQPOnMdPX24hFaPKzzib1AxTtJOOZuFA/0?wx_fmt=jpeg?imageView2/1/w/600" />
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<div class="rich_media_content" id="js_content"><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">这次,</span></span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">英特尔选择“自揭伤</span></span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">疤”。</span></span><strong><span><br /></span></strong></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">前几周,英特尔的CEO陈立武,坦言公司遇到了巨大困境:</span></span></p><blockquote><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">“20、30年前我们曾是行业领军。可现在,我们不在全球芯片公司前10名了……在(AI)训练芯片上,我们太晚了。”</span></span></p></blockquote><section style="margin-left: 16px; margin-right: 16px; margin-bottom: 0px; line-height: 1.75em;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ7wyPvySYd8nuaQlwlgQiczfRD0PASC8IV4AibncQiavAGPXkYiamLiaTZ3lA/640?wx_fmt=png&from=appmsg" style="width: 100%;" /></section><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em; text-align: center;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">(图片来自:Intel Business / YouTube)</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">听到这话,你是不是也有点恍惚?那可是英特尔啊。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">它曾经定义了整个芯片时代。走进商店,10台电脑有9台,都是“Intel Inside”。可现在,英伟达的市值,一度达到了英特尔的40倍。万年老二AMD,占据了x86架构CPU的1/4市场。苹果也用M芯片,宣布“独立”……</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">英特尔,到底怎么了?</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">有人可能说,这是因为制造工艺跟不上了。也有人说,这是高管决策问题,错过了AI风口。这些说法,都有道理。但今天,我想和你分享另一个看法:</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">拖垮英特尔的,可能是它曾经最引以为傲的优势,自建工厂。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">为什么这么说?</span></span><span><span style="font-size: 16px; letter-spacing: 1px;">一家科技公司有工厂,自己说了算,怎么会是坏事?前段时间,不少人还说,“小米造芯不算真本事,因为自己没有工厂”。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">要理解这个问题,我们先得把时钟,调回几十年前。</span></span></p><p><span><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=7v6o8rgy&tp=webp" type="block" /></span><span><br /></span></p><p><span><br /></span></p><p><span><span style="font-size: 16px; color: rgb(178, 178, 178);">01</span></span><span><br /></span><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">自建工厂</span></span><span><br /></span><span><span style="font-size: 20px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">一度是英特尔最大的优势</span></span></p><p><span><br /></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">那大概是70、80年代。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">当时,主流的大型半导体公司,比如,英特尔、IBM,都采取了</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">IDM</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">模式(垂直整合制造)。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">什么是IDM模式?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">简单来说,芯片产业,大致包括4个环节:设计、制造、封测、应用。通常来说,</span></span><span><span style="font-size: 16px; letter-spacing: 1px;">如果从芯片设计、制造,到销售给应用端的全流程,全都自己来。</span></span><span><span style="font-size: 16px; letter-spacing: 1px;">这种模式,就是IDM模式。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">可是,设计、制造的投入,都是天文数字。尤其是制造。搞一条生产线,动辄都要百亿美金。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">为什么不干脆点,把制造外包出去呢?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">那是因为,你别无选择。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">你根本找不到,能满足你需求的外包商。看看四周,小作坊技术差、产能也不稳定。厉害的制造商呢?人家自己也有设计。你把设计图给人家,就相当于把商业机密交给竞争对手。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">你要想上牌桌,就得同时做设计和制造。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">这就像一场两人三足游戏。每家公司,都有两个选手,一个叫设计。另一个叫制造。他们的腿被绑在一起,互相搀扶着前进。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">而英特尔,就是把两人三足游戏,玩得最熟练、配合最默契的冠军。当设计更新,制造就跟上。一、二。靠Windows+Intel生态大量出货,赚到钱后,又投入下一轮设计、制造。一、二。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">这个“两人三足”循环,让英特尔在产品上几乎领先对手一代。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">什么概念?当AMD气喘吁吁,做出上一代产品时,英特尔的下一代产品,已经上市了。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">厉害。但是,芯片制造始终存在物理极限。这个限制,客观存在。当英特尔一头撞上物理极限,它自己,就先慢下来了。</span></span></p><p><span><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=3rbt7jx1&tp=webp" type="block" /></span><span><br /></span></p><p><span><br /></span></p><p><span><span style="font-size: 16px; color: rgb(178, 178, 178);">02</span></span><span><br /></span><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">物理极限</span></span><span><br /></span><span><span style="font-size: 20px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">让英特尔慢下来了</span></span></p><p><span><br /></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">什么是物理极限?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">物理极限,就是</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">摩尔定律</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">的适用边界。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">过往,英特尔的战略很简单。</span></span><span><span style="font-size: 16px; letter-spacing: 1px;">制造让芯片变小,设计让芯片更强</span></span><span><span style="font-size: 16px; letter-spacing: 1px;">。晶体管数量每一年半到两年翻一番,单个成本却越来越便宜。这也是我们常听到的:摩尔定律。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">可是,摩尔定律并不是定理,而是经验规律。当把芯片做小,带来的成本飙升时,它就开始不适用了。物理的极限,到了。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">从14nm到10nm,英特尔卡了几乎5年。可以想到,公司内部承受了怎样的压力。设计部门明明已经有了新的设计,却迟迟无法实现。急啊。急得就像一群写好了《三体》的刘慈欣,却发现全世界的印刷厂都在加班。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">曾经的扶持,变成了拖累。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">当摩尔定律开始失效,芯片制造这件事,就从“难,但有规律可循”,变成了“不光难,风险还大”。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">当某件事变得又难又不稳定,商业世界里,</span></span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">就会一定出现一个角色,把这件事独自揽过去,成为一个新的生态位。</span></span></strong></p><p><span><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=3rbt7jx1&tp=webp" type="block" /></span><span><br /></span></p><p><span><br /></span></p><p><span><span style="font-size: 16px; color: rgb(178, 178, 178);">03</span></span><span><br /></span><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">专业分工</span></span><span><br /></span><span><span style="font-size: 20px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">让对手们越跑越快</span></span></p><p><span><br /></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">这个角色,就是:台积电。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">他说,我太懂你们了。自己又设计又制造,成本真的太高了,时间周期真的太长了。所以,跟我合作吧。我专研制造,水平一流,而且绝不做设计,不和你们竞争。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">有这好事?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">于是,这些被英特尔压着打了好多年的选手,想都没想,立刻解开了绑腿绳。把“制造”这个又苦又贵的活,外包了出去。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">专业分工,带来专注。专注,就让他们越跑越快。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">台积电专注制造,把全球上百家芯片公司的订单,都接来自己做。实现了比英特尔更好的工艺,更高的效率。芯片公司这头,也只管更新设计,而不用担心自家上百亿美元的工厂生死。一个标志性的事件:2024年下半年,AMD在数据中心业务上的季度销售额,首次超过了英特尔。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">那,既然这种分工模式,这么高效,英特尔为什么不顺势而为一把,也开放自己的工厂呢?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">这说起来简单,但太难了。当了几十年老大,你太骄傲了。这种骄傲,会让你对一些东西,视而不见。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">所以,坊间一度有这样的传闻:2012年,黄仁勋在接受采访时,主动提出可以和英特尔代工合作,但英特尔选择了无视。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">而当它终于回过味来,开始成立代工部门时,却遇到了信任危机。这也很正常。假如,你是AMD,你会把自己的核心设计,交给自己最大的竞争对手英特尔生产吗?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">自己慢了。对手快了。英特尔因此,开始被老对手们,一个个超越了。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">而与此同时,更大的麻烦出现了。AI来了。</span></span></p><section><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=pz9f7roa&tp=webp" type="block" /></section><p><span><br /></span></p><p><span><span style="font-size: 16px; color: rgb(178, 178, 178);">04</span></span><span><br /></span></p><p><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">AI来了</span></span><span><br /></span></p><p><span><span style="font-size: 20px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">行业的终点变了</span></span></p><p><span><br /></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">如果物理极限和</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">商业模式</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">变化,只是让英特尔从“领跑”变成了“跟跑”。那</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">AI</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">的到来,就直接改变了比赛的终点,让英特尔彻底落后。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">为什么这么说?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">英特尔赖以成名的CPU,就像一位米其林大厨。他擅长处理复杂、需要一步步完成的任务。比如,做佛跳墙。而英伟达的GPU,像一队后厨帮工。他们做不来佛跳墙,但你让他们同时剁好几吨白菜,那可是手到擒来。</span></span></p><section style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ7eXHZ0Y2F5YF7sNB6a7UXshuejDh9ekGYIFjW40Fewn46IRYTNic7PCA/640?wx_fmt=jpeg&from=appmsg" style="width: 100%;" /></section><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">但是,</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">AI</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">模型训练,压根不让你做佛跳墙。它让你在一秒钟内,同时剁一万斤白菜。这就是:</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">并行计算</span></span></strong><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">这个活,拼的不是厨艺的精湛,而是大规模同时开干的能力。于是,在这场剁白菜大赛中,英特尔的米其林大厨,被英伟达的帮工们,打得毫无还手之力。AI训练芯片市场,英伟达的份额很快超过了80%。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">那,英特尔自家的设计也抓紧赶上啊,也努力生产AI芯片不就好了?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">难啊。因为,相比于做完设计,就把制造交给台积电,全力压缩上市周期的英伟达,英特尔还要等自己的产线准备好,工艺赶得上,再研究出货日期。</span></span><span><span style="font-size: 16px; letter-spacing: 1px;">更不要提,软件生态上还有重重限制了。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">就像先造一座高速公路,再考虑怎么开车。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">新时代来了,英特尔的“两人三足”组合,开始跟不上了。不仅跟不上了,方向还偏了。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">曾经是最大优势的自建工厂,终于成了尾大不掉的拖累。</span></span></strong></p><section><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=pz9f7roa&tp=webp" type="block" /></section><p><span><br /></span></p><p><span><span style="font-size: 16px; color: rgb(178, 178, 178);">05</span></span><span><br /></span><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">出路</span></span><span><br /></span><span><span style="font-size: 20px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">或许是分拆</span></span></p><p><span><br /></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">那么,怎么办?</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">既然当初的优势,成为了包袱,那唯一的出路,或许就是分拆</span></span></strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">动一次大手术,把绑在一起的腿松开。让设计、制造,都成为独立的公司,各自去市场上寻找最好的合作伙伴,参与最激烈的竞争。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">独立的英特尔设计公司,不再受自家工艺的拖累,自由地选择台积电、三星,用最好的设计,和AMD、英伟达们在产品上肉搏。独立的英特尔制造公司,也放下包袱,以服务商身份出现,去争取苹果、高通、英伟达的订单,和台积电一较高下。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">不然,如果还保持两人三足的形态,那么这两个选手,只要有一个人落后,另一个人也会被拖累。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">就像木桶理论。决定你能乘多少水的,不是你的长处,而是你的短板。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">今天,英特尔已经开始,把自己最新的芯片,交给台积电代工了。这意味着,那根陷入血肉里的绑腿绳,它真的打算解开了。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">这需要巨大的勇气。因为它要对抗,公司数十年的“肌肉记忆”。</span></span></strong></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span><span style="font-size: 16px; letter-spacing: 1px;">一个公司的辉煌过去,一定会为自己塑造一套完整的肌肉记忆。这套记忆,会让你在应对所有遇见过的问题时,高效精准。但当时代发生变化,这套肌肉记忆,却有可能成为你最大的阻碍。</span></span></p><p style="margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(217, 33, 66);">因为,它会让你面对新世界时,习惯性地,闭上眼睛。</span></span></strong></p><h3 style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 0px; line-height: 1.6em;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">参考资料</span></span></h3><p style="text-align: justify; margin-bottom: 0px; line-height: 1.6em; margin-left: 16px; margin-right: 16px;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">1、</span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjgzMTAwODI0MA==&mid=2652419875&idx=1&sn=dbf4c93ff73eb0eea89a957555262942&scene=21#wechat_redirect" style="color: rgb(136, 136, 136);" target="_blank"><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">「太晚了,追不上英伟达了」:英特尔新 CEO 内部讲话泄露</span></a></span></p><p style="text-align: justify; margin-bottom: 0px; line-height: 1.6em; margin-left: 16px; margin-right: 16px;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">2、Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world</span></span></p><p style="text-align: justify; margin-bottom: 0px; line-height: 1.6em; margin-left: 16px; margin-right: 16px;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">3、</span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=Mzg2NDgzNTQ4MA==&mid=2247754382&idx=2&sn=4fb352a3a5aee36d37ede5d876ad51d1&scene=21#wechat_redirect" style="color: rgb(136, 136, 136);" target="_blank"><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">英特尔的代工往事</span></a></span></p><p style="text-align: justify; margin-bottom: 0px; line-height: 1.6em; margin-left: 16px; margin-right: 16px;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">4、AMD Pins Hopes on Barcelona Quad-Core Chip</span></span></p><p style="text-align: justify; margin-bottom: 0px; line-height: 1.6em; margin-left: 16px; margin-right: 16px;"><span><span style="font-size: 12px; letter-spacing: 1px; color: rgb(136, 136, 136);">5、AMD Surpasses Intel in Data Center Sales, Challenging Market Dominance</span></span></p><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 0px; line-height: 1.75em;"><span></span></section><h2><strong><span><strong><span>观点 </span></strong></span></strong><span><strong></strong><span><span>/ 刘润 </span></span></span><strong><span><strong><span>主笔 </span></strong></span></strong><span><strong></strong><span><span>/ 景九 </span></span></span><span><strong><span>编辑 </span></strong><span><span>/ 歌平 </span></span><strong><span>版面 </span></strong><span><span>/ 黄</span></span></span><span><span>静</span><span><br /></span></span></h2><h2><span><span>这是刘润公众号第2666篇原创文章。未经授权,禁止任何机构或个人抓取本文内容,用于训练AI大模型等用途</span></span></h2><h2><span><br /></span></h2><p><span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: normal;">PS:进化的力量·刘润年度演讲2025门票已经开售。</span></span></span><strong><span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">现在购买可以享受早鸟优惠价</span></span></span></strong><span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold;">。</span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: normal;">点击下图可以了解详情。</span></span></span><span></span><span></span><span><span><br /></span></span></p><p><span><span><span style="font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: normal;">10月25日,上海。我们不见不散。</span></span></span></p><section style="text-align: center;"><a class="weapp_image_link js_weapp_entry" style="width: 100%;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_gif/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ71AzAbia7BEhWrUDicpzNjjlJGFkL8pQnlsgSvk6wT0zFEfAnE7Pib8s0g/640?wx_fmt=gif&from=appmsg" style="width: 100%;" /></a></section><section><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbSB90ESkhSY4ApVGknOpBHt4e0jPtgbR8sjnYsX7Zic8aHa5qkpFzPJkQoiajqqaFZCHH1TiaDEAO3fQ/640?wx_fmt=jpeg&from=appmsg&wxfrom=5&wx_lazy=1&randomid=vsf4dwbj&tp=webp" /></section><section><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbSTIIiaHLI4zanvYaXiawXMXibpsBt0PibaP9y2RtyuxXUcc8Imqgl3xxhfxsQOOpOKF18xjPn9mnBNfw/640?wx_fmt=jpeg&from=appmsg&wxfrom=5&wx_lazy=1&randomid=rresvgmy&tp=webp" /></section><section style="text-align: center; margin-bottom: 8px;"><a class="weapp_image_link js_weapp_entry" style="width: 100%;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbSB90ESkhSY4ApVGknOpBHtFgQlQqY7FibHdfP3UyKh8xOicZlxQ1O15U65yyImakR45E3ehlKmsU9w/640?wx_fmt=jpeg&from=appmsg" style="width: 100%; height: auto !important;" type="block" /></a></section><section><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_gif/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ7DM6jBWoibM6eV9PqoQb189YVcqJbx4KXEoP8NX2TYfF9tlyY9NLKBwQ/640?wx_fmt=gif&from=appmsg" /></section><section class="channels_iframe_wrp" style="margin-bottom: 0px;"></section><h2><span></span></h2><section><img alt="图片" class="rich_pages wxw-img __bg_gif" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_gif/Eia1pKbzLGbSTIIiaHLI4zanvYaXiawXMXibkp21HpaS3eA5G7jhHPZxibaXCPfnypDxyQL4dnQqR9kTKFHmQM9slvA/640?wx_fmt=gif&from=appmsg&wxfrom=5&wx_lazy=1&randomid=t3icglsm&tp=webp" /></section><h2><span><section><span><strong><span><span>品牌推广 </span></span></strong><span><span>| </span></span><strong><span><span>培训合作 </span></span></strong><span><span>|</span></span><strong><span><span> 商业咨询 | 润米商城</span></span></strong><strong><span><span> | 转载开白</span></span></strong></span></section><section><span><span>请在公众号后台回复 </span></span><span><strong><span><span> 合作 </span></span></strong></span></section></span></h2><p style="display: none;"></p></div>
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Wed, 23 Jul 2025 08:30:00 +0800
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c20fcf8c9244962c657abbe0fe70b7f7
别再开浪费生命的会了
http://weixin.sogou.com/weixin?type=2&query=%E5%88%98%E6%B6%A6+%E5%88%AB%E5%86%8D%E5%BC%80%E6%B5%AA%E8%B4%B9%E7%94%9F%E5%91%BD%E7%9A%84%E4%BC%9A%E4%BA%86
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<div class="rich_media_content" id="js_content"><section><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbShFwPjWu0aVJibFzTM5DlxkZZJHiaEyk4QGiceiaroRMukR173LyOyeGMgPhicPqtJ215ficlDcXBy3gRw/640?wx_fmt=other&wxfrom=5&wx_lazy=1&wx_co=1&randomid=c6bxi37i&tp=webp" width="100%" /></section><section><section><section><section><section class="mp_profile_iframe_wrp"></section><section><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbTeI9WrolngFUkTTC5yorJ7lcUurGPshQbFs39TiaEJC149qAibFD8McoySgxNhibP7uTG59ict6sgpBg/640?wx_fmt=png&from=appmsg" /></section><p><span><span>观点 / 刘润 </span><span><span>主笔 / 二蔓 </span></span><span>责编 / 黄静 </span></span><span><br /></span></p><p><span><br /></span></p><section><section><section><section><em><strong><span><em><span>本文首发于2025年02</span></em></span><em><span>月</span></em></strong></em><span><br /></span></section><hr /></section><p><span><br /></span></p></section></section></section></section></section></section><p><span><strong><span><span><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbQ2lP600v6XALulWwxkyLicicgQJBYfG0YTom4DXjWNHWJWiallou3776XVrbRGYXicK8KZEoBLyOaUAg/640?wx_fmt=other&wxfrom=5&wx_lazy=1&wx_co=1&randomid=6cf06yb8&tp=webp" width="100%" /></span></span></strong></span></p><p><span><span><span style="font-size: 16px; color: rgb(0, 0, 0);">今天,我们重发一篇过往比较受欢迎的文章</span></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651763998&idx=1&sn=2c1a438bce6e105afecf3ad0ea26f7bb&scene=21#wechat_redirect" target="_blank"><span style="font-size: 16px;">《</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651763998&idx=1&sn=2c1a438bce6e105afecf3ad0ea26f7bb&scene=21#wechat_redirect" target="_blank"><span style="font-size: 16px;">别再开浪费生命的会了</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651763998&idx=1&sn=2c1a438bce6e105afecf3ad0ea26f7bb&scene=21#wechat_redirect" target="_blank"><span style="font-size: 16px;">》</span></a></span><span><span style="font-size: 16px; color: rgb(0, 0, 0);">,希望对你有所启发。</span></span></span></p><p style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;">以下是这篇</span><span style="font-size: 15px; letter-spacing: 1px;">次条重发文章正文。</span></p><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span style="font-size: 15px; letter-spacing: 1px;"><br /></span><span style="font-size: 15px; letter-spacing: 1px;"><span style="font-size: 16px; font-weight: normal;">2025年,你们公司,还聊“降本增效”吗?</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">是的。“降本增效”这个词,已经从2020年,说到了2025年。也有不少的企业,把这个词当成了自己最近几年的主旋律。在经历降本增效之后,有的企业,确实变得更好了。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">但是,你会发现,也有一些企业,反而变得更挣扎了。甚至,已经把成本砍到了脚踝,也还是挽救不了瘫痪的业务。以至于,再提到“降本增效”这个词的时候,很多人都已经麻木了。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">为什么会这样?到底要怎么做,才能真正实现降本增效?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">就在昨天(2月25日),小鹏汽车面向全体员工,发布了一封主题为“简单高效”的内部信。在这封信里,小鹏汽车CEO何小鹏对伙伴们发出了倡议,也分享了不少关于“降本增效”的具体做法。比如,大幅压缩PPT的使用率,仅在新车发布会中保留。比如,践行会议提效6步法,不开长会、大会、没结论的会。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">而在看完这封信之后,我有了一种隐隐约约的感觉:</span></span><strong><span><br /></span></strong></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">减少浪费,尤其是减少</span></span><span><span style="font-size: 16px;">隐形浪费</span></span><span><span style="font-size: 16px;">,可能会是2025年降本增效的一个重要思路。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">为什么这么说?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">与你分享一点思考。</span></span></span></section><section><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=oxhkpc2x&tp=webp" type="block" /></section><section><span><span><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGWp51OjUhAicC4eSX8azmDUMK4bfZn51R5zVR4zealicAVEL526HrZ4g/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=lhz5j111&tp=webp" /></span></span><strong><span><br /></span></strong><strong><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(0, 0, 0);">减少浪费</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">在制造业里,有这么一个神奇的存在。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">丰田精益管理法。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">之所以说它神奇,是因为几十年来,大量的制造企业,都至少曾经将丰田的“精益管理”作为过管理标杆。甚至,还掀起过“向丰田学习”的热潮。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">但说来惭愧。我做了十几年的商业咨询,也参访过不少采用丰田模式的企业,了解过像JIT、5S这样的因丰田而生出的概念。但是,我却很少有机会,能从系统的层面,来学习丰田精益管理法。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">所以,当我去年有幸将国内研究精益管理的实战专家,胡光书老师请到办公室的时候,我认认真真地请教了一个晚上。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">我问胡老师,到底什么是精益管理?胡老师说,如果只能用一句话来解释的话,这句话大概率会是:</span></span></span><span><strong><span><span style="font-size: 16px;">通过降低成本中不产生实际价值的浪费,最终提升利润。</span></span></strong></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">有点抽象。什么叫“不产生实际价值的浪费”?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">举个例子。你是一个工程师,在工厂里拧螺丝。请问,你觉得下面的四个动作,哪一个是浪费?</span></span></span></section><blockquote><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">A)找螺丝;B)拿螺丝;C)放螺丝;D)拧螺丝</span></span></span></section></blockquote><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">哪一个?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">答案是:</span></span></span><span><strong><span><span style="font-size: 16px;">有可能全是浪费。看不见的浪费。</span></span></strong></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">找螺丝,拿螺丝,放螺丝,我都能理解。现在机器都能做。可是,最后那一下拧紧的感觉,应该是必要的吧?为什么“拧螺丝”也是浪费呢?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">因为我们真正需要的,其实并不是“拧螺丝”这个动作,而是“紧固的那个效果”。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">紧固,为什么一定要用螺丝?榫卯结构怎么样?或者来点胶水?这样一来,拧来拧去的这个动作,是不是有可能就省了?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">精益管理,本质上就是要发现,并减少这样的浪费。因为在丰田精益管理法看来,成本只有两个组成部分。一个组成部分,是实际创造价值的成本。除此之外的部分,都叫“浪费”。减少浪费,就降低了总成本,进而提升利润。当然,这个浪费永远不可能减少到0,但却可以通过持续优化,让其不断减少。毕竟,每减少一点浪费,就意味着提升了一点利润。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">所以,当说到“降本增效”的时候,我们要“降”的,到底是什么?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">也许不是成本。尤其不能是实际创造价值的成本。因为这大概率是要以降低品质为代价的。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">我们真正要降的,是浪费。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">这一点,对于今天的新能源车企来说,尤其重要。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">在昨天的内部信里,何小鹏用了这么一个词:竞争态势白热化。是的。今天的新能源汽车行业,竞争异常激烈。很多企业,都在大幅度降价。而那些利润空间不够的企业,一旦落下,就很难追回。甚至,直接出局。这个时候,大家拼的就是管理能力。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">换句话说,你的管理能力越是强,减少的浪费越是多,你留在场上的可能性就越是大。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">而且,不仅仅是像螺丝这样的,生产中的浪费。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">还有像PPT这样的,沟通中的浪费。</span></span></span></section><section style="margin-left: 16px; margin-right: 16px;"><span><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=basvxh5u&tp=webp" type="block" /></span><span><span><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicAf1ymnqLDmHfItib4eKSQGHR8FbtpFeL6eFRXHea8GP9Xdu3WkK1IPQ/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=rk0lv90a&tp=webp" /></span></span><strong><span><br /></span><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(0, 0, 0);">用时间换结论</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">什么是沟通中的浪费?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">沟通的本质,是发送、接收、反馈、共识。一个人发表观点,另一个人接收意见,彼此之间还有互动反馈,最终形成共识。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">举个例子。开会。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">开会,就是一种特别常见的“同步沟通”。所有人,同一时间,出现在同一地方。不管是在线下,还是在线上。一个人“说”的同一秒钟,另一个人在“听”。这种说和听同时发生,发送和接收同步的沟通,就是:同步沟通。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">所以,开会,本质上是在用时间换取共识和结论。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">不过,虽然开会这种“同步沟通”的方式很有效,但缺点也很明显。1)大家必须“同时”到场。但是,越大规模的会议,所有人“同时”都有空,能“同时”到场的可能性,就越小;2)你说的时候我必须听。但是,信息的重要性,对不同人是不一样的。很可能你说的东西,对一些人很有价值,但另一些人早已知道;3)会议时间有限,但必须产出结论。这样,会议结论的质量未必高。而会后的好主意,可能就被忽略了,无人聆听。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">这意味着什么?意味着,开会的成本里,也有大量“不产生实际价值的浪费”。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">是的。沟通、开会,也是有成本的。参会人员的时间,就是最直接的成本。你可能很清楚自己的人工成本,可能很清楚自己的原材料成本。</span></span></span><span><strong><span><span style="font-size: 16px;">但是,你有没有算过,开一次会的成本,是多少?</span></span></strong></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">可能远比我们想象的大得多。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">假如,公司员工的时间成本,是每小时100元。20个人,开一次90分钟的会,那这次会议的成本就是100元x20人x1.5小时=3000元。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">要知道,很多公司是报销200元以上,就需要相关部门签字的。但随随便便开个会,3000元就花出去了。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">这还没算上因此损失的劳动产值,和失去的工作时间。要是再考虑上差旅的成本,制作PPT的成本,整理会议纪要的成本……计算的结果,还会更加夸张。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">2023年,小鹏汽车的一封内部信里就写道,光是7月份,全公司就开掉了344场成本高达27000元的会议。这是什么概念?相当于,光开个会,就开掉了超过34台的G6顶配。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">这就难怪会有这么多的企业,在反对华丽复杂的PPT,和超长的低效会议了。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">那么,该怎么做,才能减少沟通中的隐形浪费?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">既要有高效的工具,也要有高效的方法论。</span></span></span></section><section><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=h0uxtf99&tp=webp" type="block" /></section><section><span><span><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicZiaZ18U0fiaWZcTw1KcJXlgwEKzhSORbmfQe2cwHJP82jWpEicxOOCgaQ/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=0brgql1d&tp=webp" /></span></span><strong><span><br /></span><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(0, 0, 0);">既要有工具,也要有方法论</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">什么工具?什么方法论?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">比如,通过云文档,实现异步沟通。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">前面我们说,同步沟通,是“所有人,同一时间,出现在同一地方”。异步沟通,就是“不同时间,出现在同一个地方”。参与沟通的人,不要围着别人转,也不要围着会议室转。围着云文档转。这就是:异步沟通。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">何小鹏本人,据说就是云文档的重度使用者。2023年,他就曾在小鹏全员信中,倡导伙伴们使用云文档,少用PPT。</span></span></span></section><blockquote><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">我希望所有同学都拥抱短且朴实的云文档,拒绝长且精美的PPT。信息的获取、变更和同步多通过云文档沟通,拒绝反复、重复的会议。</span></span></span></section></blockquote><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">现在,小鹏汽车用飞书云文档,几乎完全替代掉了PPT。过去一年里,共新建了450万份云文档。平均每天都要超过一万份。一个“同步”开的会议,只能开1-2小时。但通过在飞书云文档里进行批注、评论、提问、答复的一个“异步”开的会议,可以开好几天,充分使用大家突发的灵感,和碎片的时间。这样的异步会议,也取代掉了超过30%的、非必要的线下会议。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbTWI9LbEfgl2HdVBYA0tttVCjY5IZy5sC6gpLEl3a0icOniabcASxBKga6ayCBPzbkOob3TjibHu0wOA/640?wx_fmt=png&from=appmsg" style="width: 100%; height: auto;" /></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">2024年,在新入职5000人,又在第二、三季度先后发布MONA和P7,沟通需求随之大幅上升的情况下,小鹏汽车的全年平均单月会议总时长,还同比下降了超过15%。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">再比如,让AI的能力,帮助高频的业务场景。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">前面我们说,开会,本质上是在用时间换取共识和结论。所以,伴随会议结束,“快速整理出一份高质量的会议纪要”这件事,就特别重要。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">去年8月,飞书也正式上线了智能会议纪要。没想到,光是2024年,小鹏汽车就智能生成了16万场会议的纪要。其中的80%以上,还自动生成并关联了待办,提升了人效与决策效率。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><img class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbTWI9LbEfgl2HdVBYA0tttVakufpz4V5VwPuu7N05mHic5k4C35VCNu8sLCibpbaaUdfOKT2NuxXSnQ/640?wx_fmt=jpeg&from=appmsg" style="width: 100%; height: auto;" /></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">同时,2025年1月,小鹏给全员配备的数字员工,Iron,正式“入职”。Github Copilot,也100%覆盖了研发人员。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">这就是工具,和方法论的价值。更少的浪费,更高的效率。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">这样,企业就只需要紧紧聚焦在事情本身。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">所以,你会发现,不仅仅是小鹏汽车,还有越来越多的企业,正在关注这些“看不见的浪费”,并选择了飞书作为解决问题的关键。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">而这种数字化能力和协同杠杆放大到实际的业务场景中,可能还会撬动更多的东西。</span></span><span><br /></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">比如,名创优品禁用PPT,用飞书提效;比如,通过飞书,蔚来汽车的换电站建设周期大幅缩短,换电团队每年节约21600小时的工时;比如,茶百道通过飞书,将新店的筹备周期缩短了40%;比如,借助飞书,泡泡玛特实现了全球协作、门店巡检、直播管理等多个环节的效率飞跃 ……</span></span><span><br /></span></span></section><p><strong><span><img alt="图片" class="rich_pages wxw-img js_insertlocalimg" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_png/Eia1pKbzLGbSAianibMeFowN62cp5wgDhNicGDCsrUWB0n6DJJ1IwJrfic41DibwSvf1IKodyibxx1HtT5ZPOYvb9SO7w/640?wx_fmt=png&from=appmsg&wxfrom=5&wx_lazy=1&randomid=0lmjie3c&tp=webp" type="block" /></span></strong></p><p><strong><span><br /></span></strong></p><p><span><span style="font-size: 24px; letter-spacing: 1px; color: rgb(217, 33, 66); font-weight: bold;">最后的话</span></span></p><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px; color: rgb(0, 82, 255);"></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">现在,让我们回到一开始的那个问题。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">到底要怎么做,才能真正实现降本增效?</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">我的感觉是,减少浪费,尤其是减少隐形浪费,可能会是2025年降本增效的一个重要思路。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">因为说到“降本增效”的时候,我们要“降”的,也许不是成本。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">我们真正要降的,是那些不产生实际价值的隐形浪费。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px; color: rgb(0, 82, 255);"><strong><span><span style="font-size: 16px;">而这样的浪费,还有太多太多</span></span><span><span style="font-size: 16px;">。</span></span></strong></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">可能是一份看似精美的PPT。可能是一次没有结论的会议。可能是办公室里从来不关的一盏灯。可能是任何一件,我们习以为常的事。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px;"><span><span style="font-size: 16px;">祝你,拥有一双,发现它们的洞察之眼。也祝你,善用高效的工具与方法论。不断消灭。不断迭代。</span></span></span></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><strong><span><span style="font-size: 16px;">至少,别再开浪费生命的会了。</span></span></strong></section><section style="text-align: justify; margin-left: 16px; margin-right: 16px; margin-bottom: 16px; line-height: 1.75em;"><span style="font-size: 15px; letter-spacing: 1px; color: rgb(0, 82, 255);"><strong><span><br /></span></strong></span></section><section><strong><p><span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772772&idx=2&sn=c377f55fd397d22f721911982eb3587c&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">推荐阅读:</span></a></span><span><br /></span></span></p><p><span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772772&idx=2&sn=c377f55fd397d22f721911982eb3587c&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">《</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772772&idx=2&sn=c377f55fd397d22f721911982eb3587c&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">在未来,你可能不需要买车了</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772772&idx=2&sn=c377f55fd397d22f721911982eb3587c&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">》</span></a></span></span></p><p start="start"><span><span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772758&idx=2&sn=96290e44e69b2233c017bfcec5d78292&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">《</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772758&idx=2&sn=96290e44e69b2233c017bfcec5d78292&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">不合理化,不抱怨,不玻璃心</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772758&idx=2&sn=96290e44e69b2233c017bfcec5d78292&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">》</span></a></span></span></span></p><p><span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772722&idx=2&sn=ee009fa531729a03dce3617c58a113c1&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">《</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772722&idx=2&sn=ee009fa531729a03dce3617c58a113c1&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">红黄蓝大战背后的逻辑:外卖为啥成了谁都想抢的香饽饽?》</span></a></span></span></p><p><span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772678&idx=2&sn=cf7ec0712d1cc585754e950219ae4b28&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">《</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772678&idx=2&sn=cf7ec0712d1cc585754e950219ae4b28&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">刘润年度演讲2024:进化的力量(思维导图版)</span></a></span><span><a class="normal_text_link" href="https://mp.weixin.qq.com/s?__biz=MjM5NjM5MjQ4MQ==&mid=2651772678&idx=2&sn=cf7ec0712d1cc585754e950219ae4b28&scene=21#wechat_redirect" target="_blank"><span style="font-size: 14px;">》</span></a></span></span></p><section><span></span></section></strong></section><h2><span start="start"><span><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbSB90ESkhSY4ApVGknOpBHt4e0jPtgbR8sjnYsX7Zic8aHa5qkpFzPJkQoiajqqaFZCHH1TiaDEAO3fQ/640?wx_fmt=jpeg&from=appmsg&wxfrom=5&wx_lazy=1&randomid=vsf4dwbj&tp=webp" /></span><section><img alt="图片" class="rich_pages wxw-img" src="http://img2.jintiankansha.me/get?src=http://mmbiz.qpic.cn/sz_mmbiz_jpg/Eia1pKbzLGbSTIIiaHLI4zanvYaXiawXMXibpsBt0PibaP9y2RtyuxXUcc8Imqgl3xxhfxsQOOpOKF18xjPn9mnBNfw/640?wx_fmt=jpeg&from=appmsg&wxfrom=5&wx_lazy=1&randomid=rresvgmy&tp=webp" /></section><section style="text-align: center; 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