超蓬勃：优步之战（2022）

Super Pumped: The Battle For Uber S01E05

Part 2 March 18, 2024, 3:49 p.m.

在我苹果任职的这些年里
In all my years at Apple,
我从来没见过对苹果政策如此公然的无视
I've never seen such a blatant disregard for Apple policy.
你跟我们的合规工程师所作的幼稚轻蔑
Your juvenile, contemptuous game of hide- and- seek
的躲猫猫游戏简直是侮辱
with our compliance engineers is an insult.
如果侮辱让情绪决定我们的行动
If insults determined our actions,
我们就会把你的应用扔给狮子了
we'd be tossing apps to the lions like the emperors.
这对我不是私人恩怨但是很明显
This isn't personal to me, but it is clear, Travis.
你的行动还有你的公♥司♥的行为
Your actions, and those of your company,
让我们得出一个结论
have led us to one conclusion:
优步必须下架
Uber must go.
你还有什么要说的吗
Anything you'd like to say
在你开口之前知道这一点
Before you do, know this:
说谎我会认为你在针对我
Lying, that I do take personally.
瞧瞧看
Oh, look at that.
我们的主人公巴不得能找到
Our main motherfucker would love to find a lie
他能够说得通的谎言
that he could float.
优步理应被从应用商店移出
Uber deserves to be removed from the App Store.
优步
Uber.
不我欺骗了你
No, I deceived you.
这个行为公然且过分
It was blatant and egregious.
但是出于无奈
But I was desperate.
这个审判结束得真快
Well, this tribunal can close up fast.
不我的意思是我这么做是有原因的
No, I'm saying that there's a reason I did what I did.
在你结束优步之前
Before you end it all for Uber...
听我说完
just hear me out.
我觉得这是你亏欠我的
I think you owe me that.
我们不欠你任何东西
We owe you nothing.
即便如此爱德华多
That may well be true, Eduardo,
但是特拉维斯来了我们也在这
but Travis is here, and so are we.
就让他说说
Let's let the man talk.
谢谢你蒂姆
Thank you, Tim.
不
Oh, no.
他说得对特拉维斯
He's right, Travis.
我们关停你们的速度应该比
I mean, we should shut you down
在丘吉尔马场赛跑的
faster than the Secretariat did
冠军马还要快
the field at Churchill Downs.
他们说比赛在前200米就结束了
They say that race was over in the first furlong.
好吧我在最后一程都能翻盘埃迪
Yeah, well, I run motherfuckers down in the final stretch, Eddy.
别把口舌浪费在斗嘴上
Hey, try and rise above the day- to- day, uh, chestiness.
告诉我们你为什么觉得
Hey, and just tell us why on earth you thought it was okay
公然违反协议能行得通
to blatantly violate our agreement.
我来这是因为中国
I'm here today because of China.
天呐
Oh, God
从旧金山起步
From humble beginnings in San Francisco...
优步以创纪录的时间扩展到了全世界
...Uber took over the world in record time.
旧金山
墨西哥
我喜欢
Uh- huh, uh- huh, I like it
就是这样我喜欢
That's the way, Uh- huh, uh- huh, I like it
但是还剩下一块土地
But there was still one land left
尚未被优步国度吞并
to be annexed into Uber Nation.
中华人♥民♥共和国
The People's Republic of China.
中国企业
一个有着十四亿人口的国度
A land of 1. 4 billion people,
97%的国民拥有智能手♥机♥
97%of whom own a smartphone.
如果我们拿下中国
If we could take China,
我们就能成为自苹果以来
we would be the most consequential tech startup
最举足轻重的科技初创公♥司♥
since Apple.
但是我们有竞争对手
But we had competition.
当时中国已经有了两家专车公♥司♥
There were already two big Chinese rideshare companies:
嘀嘀打车和快的打车
Didi Dache and Kuaidi Dache.
正在互相厮杀
They were at war.
这就是我进入中国的突破口
That was my opening to conquer China.
我们势头正劲
And we were winning.
就拿成都来说
Take Chengdu.
纽约市一半的规模
Half the size of New York City,
成都
纽约
成都
但是不到九个月订单量就达到了纽约的479倍
but 479 times as many rides in less than nine months.
479倍叫车量
但是我从来没和别人说过
But, and I've never told anybody this,
就算董事会都没有
not even my board.
一半的订单都是假的
Half of those rides were fake.
每个蜈蚣代表了至少
Each centipede represents, at minimum,
五十个补贴订单
50 fraudulent incentive rides.
全市全国有几千个这样的
And there are hundreds more in every city all over the country,
每天都是
all day every day.
成都每天有11, 6000单
Doing, what, 116, 000 rides a day in Chengdu.
平均每单97元
Average cost of a ride's 97 yuans,
每单15美元乘以20个城市
15 bucks per ride times 20 cities.
我们每周要损失两千五百万
Jesus, we're losing 25 million a week on this shit
在中国的刷单上就因为苹果
to fraud in China because of Apple.
你说刷单问题是苹果的错
You saying your fraud problem was Apple's fault
我说我们给司机提供职业机会
I'm saying we're providing career opportunities to drivers,
给乘客提供优质服务
a superior brand to riders.
他们用
And they pay us back
复杂的骗局敲诈我们
by coming up with elaborate scams to rip us off.
我们没办法阻止他们
And there's nothing we could do to stop them.
直到最近
Until recently,
每部手♥机♥都有一个数字指纹
every phone had the equivalent of a digital signature.
优步利用指纹来跟踪刷单者
Uber could use those signatures to track the scammers.
国际
移♥动♥
设备
识别码
但是在你们禁止了
But when you guys killed
外部软件对签名的访问之后
outside access to the signatures,
优步就丧失了
then Uber lost the ability
识别欺诈账号♥的能力
to identify the fraudulent accounts.
在你们封闭权限的时候
When you blocked that access,
你们就让我们看不见了
you blinded us like fucking Equus.
没错我们是得开几个眼洞
And, yes, then we had to cut open some new eyeholes- -
用这种1984的方式来解释
That's a pretty Orwellian way to say that you decided
你对我们的隐私政策的蔑视
to flout our privacy policy like a bunch of- -
我对苹果对于隐私的承诺无比尊重
I have nothing but respect for Apple's commitment to privacy.
我
I.
理解苹果对于隐私的承诺
understand Apple's commitment to privacy.
但是我要对优步负责
But my commitment is to Uber.
作为首席执行官有责任保护公♥司♥
I'm duty- bound as CEO to protect my company.
哪怕要和你作对
Even against you.
我的一个工程师想到新办法识别
One of my engineers figured out a new way
欺诈用户
to identify the fraudulent users.
这一新软件将用户短♥信♥
The new software turns user data in, like, text messages,
联♥系♥人相片等等用户数据
contacts, photo albums, et cetera,
变成独特用户指纹
into a unique fingerprint.
一旦手♥机♥生成该指纹
Once the phone's been fingerprinted,
优步就能追踪
Uber can track it.
该死太好了
Oh, shit, yes!
去你们的 -做得好
Fuck you guys! We got you! - Nice!
去你们的
Fuck you fuckers!
我在中国投入了十个亿向二十个亿进发
I was in for a bil in China, going on two.
我要达成只有你们和马斯克做到的事情
But I was about to do what only Musk and you guys have done.
扎克伯格和布林还有贝佐斯没做到的事情
What Zuckerberg and Brin and Bezos couldn't.
拿下中国
Get China.
中国市场不按规则出牌
China doesn't play by the same rules.
这个选择权不在他们
We can't let them make that choice.
我们已经成功了
And we have it.
中国已经在我们控制之中
We've got China under control.
你也看到我们给董事会的信了
You got our letter to the board.
两个城市九个月内的乘车数
Two cities have 400 times as many rides
是纽约的400倍
as New York in nine months.
这可是前所未见
It's unprecedented.
你的烧钱率也一样
So is your burn rate.
我们的烧钱率跟利润成正比
Our burn is commensurate with growth.
这封信董事会每个人都读了