猎豹移动CEO傅盛:梦想是美国人和中国人最大的差异

7月31日,猎豹移动CEO傅盛受邀出席香港RISE大会。这是傅盛继硅谷GMIC大会英文处女秀之后,首次脱稿英文演讲。脱稿!脱稿!脱稿!嗯,重要的事情重复三遍!

以下为演讲实录中英文对照版:

Hello everyone, I’m so glad to be here to share the story of Cheetah Mobile. To speak frankly, I’m a little nervous because this is my first time to make an English speech without paper. I prepared the speech for a whole night, but it’s too difficult for me.

大家好,很高兴能站在这里,与大家分享猎豹移动的故事。坦白来讲,我现在有一点紧张。因为这是我第一次在大众面前进行脱稿英文演讲。为准备这场演讲,我昨晚整整一宿没睡。对我来说,确实太难了。

Just 5 years ago, We founded Cheetah Mobile. At that time Cheetah Mobile was a very small company focused on the PC-side and anti-virus. Our biggest competitor was Qihoo, which listed at the New York Stock Exchange and its valuation surpassed $10 billion. It was a huge competitor for us. And we just focused on the PC side and anti-virus and fought with Qihoo, it was too difficult for us.

五年前,猎豹移动成立。当时猎豹移动只是专注于PC端杀毒软件的一家小公司。我们最大的竞争对手是奇虎360。当时它已经在纽交所上市,市值超过100亿美金。这对我们来说无疑是个超重量级对手。那个时候,我们与奇虎在PC端杀毒软件,苦苦拼争,处境十分艰难。

5 years ago was my first trip to the US. In Palo Alto on University Ave, I thought: Why do US companies have big dreams? Why do US companies have more innovation than Chinese companies?

也就是五年前,我人生中第一次去了美国。走在加州Palo Alto的University大道,我不断思索:为什么美国公司总有一个巨大的梦想?为什么美国公司比中国公司有更多创新?

The dream is the biggest difference between US and Chinese people. Think big, think different was the biggest point to change our thoughts.

我认为,梦想是美国人和中国人最大的差异。敢做更大的梦,敢为天下先,将是改变我们中国人思维最关键的一点。

I thought: Why can’t Chinese companies go outside of China? Why can’t Chinese companies become a global company? Even though we’re a small company, even though we’re not good enough, we can have such a good dream, such a big dream.

我总在思考,为什么中国公司不能走出国门?为什么中国公司不能成为全球化的公司?尽管我们只是一家小公司,尽管我们各个方面做的都还不够好,但我们仍然可以拥有这样远大的梦想。

3 years ago, Cheetah Mobile adjusted our strategy to from the Chinese market to the global market and we changed our product from the PC side to the mobile side. Just after 3 years, we can see now by monthly downloads, Cheetah Mobile was the #2 publisher on Google Play only next to Facebook. We even surpassed Google.

三年前,猎豹移动调整了策略。把目标从中国市场移到了全球市场上。把产品平台从PC端改为移动端。三年后,我们看到,按月下载量计算,猎豹移动已成为Google Play全球排名第二的应用发行商。仅次于Facebook,甚至超过Google。

And our monthly active users today on the mobile side is over 500 million. And 70 percent of our users come from outside of China. Just 2 years ago, our monthly active users were 40 million, so we’ve surpassed 10x since then.

今天,我们的移动端月活跃用户数,已超过5亿,70%来自海外。就在两年前,我们的月跃用户还仅仅只有4000万。到现在,月活跃用户数增长了整整超出10倍以上。

On the growth rate, Cheetah Mobile’s growth speed is surpassing WhatsApp and WeChat in the first two years. So actually, now we are the biggest utility and security developer all over the world on the mobile side. It happened just in three years. But how did it happen?

毫无疑问,从用户增速来看,猎豹移动在头两年的发展和成长速度,已赶超WhatsApp和微信。现在,我们是全球移动端最大的工具类和安全类应用开发商。而实现这一目标,仅仅花了三年。

那么,这一切到底是如何发生的呢?

The most important thing is: With mobile, we can combine many original local markets into a single global one.

最重要的一点是:移动互联网使一个个碎片化的区域市场,整合成了一个统一的全球大市场。

We have a huge opportunity to go global, but how to catch global opportunities. That’s a huge opportunity for any company in any country. 3 years ago I realized that opportunity, so we decided to put all our resources into the global market.

如你所见,在通往全球化的道路上,猎豹拥有着巨大的机会。对世界各国公司来说,全球化也是一个巨大的机会。三年前,我意识到了这个机会,所以我决定把全部资源投入到全球市场。

We have, 3 key points to grabbing the opportunity to go global:

对于如何抓住全球化机会,我们把握了三个关键点:

First, the mobile age makes the world flatter than before. You know Google Play, the App Store, and even Xiaomi’sMi App Store, make the local market into a unique global one.

第一,移动互联网让世界变得更平。Google Play,App Store,甚至小米的小米应用商店都能够连结全世界的本地应用市场,将其统一形成为一个全球市场。

Before the mobile age, you needed to first localize then globalize. But, with mobile you can globalize first then localize.

不得不说,移动时代到来前,你得先打好本土化这一仗,才能考虑全球化。移动时代到来后,你先要考虑的是全球化,然后才是本土化。

Before the mobile age if you wanted to go global you had to travel to a country and rent an office and then hire somebody and sign a contract with a partner. But in the mobile age, you just need to, with a press of a button, you can let your app reach a potential billion users in the world. You don’t even need to put anyone outside of your country. It’s a huge opportunity for you and your company. If you want to do this, you have a huge opportunity.

换句话说,移动时代到来前,如果你想往全球发展,你需要,先飞到另外一个国家,租一间办公室,在当地招募一些人才,和当地合作伙伴签一些合约。移动时代到来后,你可以通过手指在手机上简单一点,就能让你的应用,到达全球数以十亿计的用户。你甚至都不用派任何一个员工到国外。

对于任何人和任何公司来说,这都是一个巨大的机会。只要你想做,你就有机会。

Now in Google Play, we have four apps in the top 30. We have Clean Master, CM Security, Battery Doctor, and Photo Grid. All these apps have huge user bases in US and Europe. But, before we opened our office in San Francisco and Europe, we already had 50 million monthly active users in the US and Europe by online promotion and word of mouth.

现在Google Play,我们有4款应用排在总榜单前30名。包括Clean Master,CM Security,Battery Doctor,还有Photo Grid。所有这些应用在美国和欧洲都有大量的用户。我们在美国和欧洲开设办公室前,就已经通过线上推广和口碑营销,在欧美地区拥有超过5千万的月活跃用户。

Because Cheetah Mobile has focused on the global market, we have a huge user base all over the world. Then we started to build our local offices and acquire some companies all over the world. We just acquired a French company, who focused on the mobile advertisement platform, named MobPartner for the price of $50 million US dollars. So now we have offices in 10 countries all over the world.

猎豹移动一直专注在全球市场,所以我们迅速在全球获取了海量用户。此后,我们陆续在世界各地,建立本地办公室,完成了一些收购。刚刚以5千万美金,收购了一家叫MobPartner的法国公司。这家公司主要做移动广告平台。现在,我们在全球超过10个国家和地区,拥有自己的办公室。

Because of the mobile age, you can get global users through online distribution. When you build your local office, you can cooperate with a local partner very easily because you already have millions and tens of millions of users in their country. When we opened our US office, we already had a good relationship with Facebook and Google. Maybe you don’t know, Cheetah Mobile now is the biggest partner with Facebook Audience Network. Facebook mentioned Cheetah Mobile in its Q1 financial reporters. And we are the biggest publisher in Google, so now we have many good relationships with companies in the Bay Area.

得益于移动互联网时代,你只需要通过互联网渠道,就能在全球获得大量用户。在这之后,建立本地办公室,就能更轻松地与当地合作伙伴进行合作。因为,你已经在他们的国家,拥有了数以千万计的用户。

我们在美国设立办公室时,已经跟Facebook、Google这样的巨头公司,建立了非常良好的关系。或许大家不知道,猎豹移动现在是Facebook广告系统最大的合作伙伴。Facebook在2015年第一季度财报电话会,特地提到了猎豹移动。

与此同时,我们也是Google Play上最大的应用发布商之一。我们跟加州湾区的很多公司,都建立了非常友好的关系。

We don’t have an office in India yet, but we’ve already signed a contract with Micromax. We’ve already signed contracts with over 70 manufacturers and carriers all over the world. Such as Xiaomi, Huawei, HTC, Asus, Micromax, and AT&T. Samsung’s Galaxy S6 flagship phone integrated Cheetah Mobile’s SDK all over the world. In the mobile age you can go from top to bottom, you can acquire a huge user base, then have your local partnerships. It’s not like before.

目前,我们还没有在印度开设办公室。但我们已经和Micromax签署了合作协议。不仅如此,我们和世界上超过70家手机制造商和电信运营商签署了协议。包括小米、华为、HTC、华硕、Micromax和AT&T。三星全球旗舰手机Galaxy S6,集成了猎豹移动的产品Clean Master的SDK。

进入移动时代,公司发展策略和过去完全不同,你可以自上而下。也就是说,先获取大量用户,再和当地合作伙伴建立联系。

Musical.ly – is there anyone here who uses Musical.ly? Just two weeks ago, Musical.ly was the #1 app in the US app store, without any promotion. It is a song app. Musical.ly is a very small startup based in Shanghai with only 10 people. Cheetah Mobile invested in this startup 6 months ago. They just started their app, they only focused on the US market.

在座各位,有人用过Musical.ly这款应用吗?两周前,Musical.ly在美国iOS App Store排名第一。没有任何推广。这是一款音乐、歌曲类应用。Musical.ly是一家位于上海的非常非常小的初创公司。只有10名员工。半年前,猎豹移动投资了它。他们推出这款应用不久,目前只做美国市场。

When Musical.ly went to the top of the App Store, many famous VC funds went looking for this team. such as GGV, SIG. Then Musical.ly just finished raising money with a valuation of $100 million US dollars. In just six months, so it grew very fast and is a Chinese-based company. My Idol, and another Japanese app, NekoAtsume, even without any English versions, they went abroad and were very popular in the US market.

当Musical.ly冲到App Store榜首,很多著名风投基金都在寻找它的开发团队。例如GGV和SIG。仅仅6个月,Musical.ly完成了融资,估值达到了1亿美金。这样一家中国公司能在美国市场发展如此迅速,确实很神奇。

无独有偶。My Idol和另一款日本应用NekoAtsume甚至都没有英文版本。现在美国应用市场,非常受欢迎。

So I want to say in the mobile age even if you’re a very small company, even if you’re from China, but you can compete with any big company all over the world. So Cheetah Mobile wants to be a bridge to Chinese companies all over the world.

我想说,在移动时代,即使只是一家很小的公司,即使来自中国,仍然可以和全世界大公司一同竞争。因此,猎豹移动致力于成为,连接中国公司和全世界的桥梁。

Secondly, Chinese companies are leading the industry alongside our American counterparts. Here you can see the 10 biggest internet companies: 4 come from China, 6 from the US.

第二,中国公司正和美国公司一起引领移动互联网行业。我们可以看到,现在全球10家最大的互联网公司中,4家来自中国,6家来自美国。

But if we see, all the internet companies who are over $5 billion US dollars, it’s half and half Chinese and US companies. Unfortunately, Cheetah Mobile is just $4 billion so it’s not on the chart but I’m working hard.

再来看,所有市值或估值超过50亿美元的互联网公司中,中美两国公司数量,一半对一半。很不幸的是,目前猎豹移动市值只有40亿美金,榜单中暂时看不到。但我们一直在不断努力。

Now, it’s not Chinese companies following the US company, it’s Chinese companies and US companies together leading the Internet.

今天,不再是中国公司跟随美国公司的脚步。而是,两国互联网公司共同引领着互联网行业。

You know Uber and Didi are fighting in China. Uber raised $1 billion just to focus on the Chinese market, but Didi followed with $2 billion, maybe $2.5 billion, to fight in the Chinese market. Uber China is the first local company for Uber to build. But from my personal view, I don’t think Uber in China has a chance to defeat Didi.

比如众所周知的Uber和滴滴打车。它们正在中国如火如荼的展开竞争。为抢占中国市场,Uber专门筹集了10亿美元,滴滴马上融资20亿,甚至25亿美金。Uber中国是Uber在美国以外建立的第一家海外公司。但在我看来,我并不认为Uber在中国拥有击败滴滴的机会。

Didi’s valuation will rise very soon, maybe someday its valuation will surpass Uber, and if Didi wants to go global, it’s Uber’s trouble. But it’s very fierce competition in the future.

滴滴估值马上就会升上来。或许,有一天它的估值会超过Uber。如果滴滴想要进军全球市场,它将会成为Uber的大麻烦。未来,这两者的竞争,将会更加激烈。

The third is many people want to say Chinese companies lead the internet because the Chinese market is so huge and the firewall prevents US companies from entering the US market. However, Chinese mobile companies have created some very unique innovations, thanks to many years of fierce local competition.

第三,很多人认为,中国公司之所以能够引领互联网行业,是因为中国巨大的市场。与此同时,中国防火墙也阻止了美国公司的进入。本土市场的竞争,更加激烈。然而,正是源于多年激烈的竞争,使得中国移动互联网公司催生了很多独特的创新。

When I entered the global market, I suddenly realized the competition in the US market couldn’t compare to the Chinese market. US market competition is easy for Chinese companies, that’s true.

当我进入到全球市场时,我突然发现,其实在美国市场,我们遇到的竞争根本无法与国内相提并论。说实话,美国市场的竞争氛围,对于中国公司来说,相当轻松。

In China, the competition is so fierce, so we pay deep attention to the user experience.

在中国,由于竞争真的太过于激烈,我们都无比关注用户体验。

Many people have asked me why Clean Master can acquire so many users all over the world. We wanted to know how users think of our product so I traveled to the US more than 3 times to know what they thought. And we paid deep attention to our Google Play user reviews. We have 24 million user reviews in Google Play. Every user can only give one review. Our rating score is 4.7, ahead of many popular apps, but maybe you don’t know we hired at least 30 people in Beijing and the team can speak over 20 languages. If you rate Clean Master 1-star, we will reply you as soon as possible. If you rate Clean Master in Japanese, we will reply in Japanese. We have 20 languages we can reply to users and correct and update the app for the user if they don’t think we are good.

很多人都问过我,为什么Clean Master能在全球市场获取这么多用户?

我记得,为了解用户对产品的真实想法,我曾经往返美国超过三次。我们对Google Play上的每一个用户评价都非常重视。目前,Clean Master在Google Play上有超过2400万用户评分。每一位用户,只能给我们打一次分。我们的评分目前是4.7分(满分5分),远远高于很多其他流行应用。

但你们可能不知道。我们在北京组建了一支超过30人的团队,专门负责用户评价。这个团队可以应对和处理超过20种语言。如果有人给Clean Master打了1分的评价,我们会马上和你取得联系。如果你用日语对产品做出了评价,我们也会用日语回复你。我们可以用超过20种语言与用户们交流沟通。随时根据用户反馈,及时改进产品。

The last weapon for us is free. The free-to-use model is a Chinese model, but I think all the users all over the world need free. Even US and Europe people can pay for apps but they already like free. When we started the company, at that time, I thought free was the best weapon to acquire users.

最后一件武器,对我们来说,就是免费。尽管,免费模式只是一种中国特色模式。但我认为,免费是全球用户的需求。即使欧美用户愿意为一些很好的应用付费,但他们还是会更喜欢免费产品。

从成立公司那一天起,我就认为,免费是获取用户最好的武器。

Many people have said, “How can you make money if you are free?”

很多人问,“如果产品免费,你们如何盈利?”

Our mobile revenue increased five times over last year, and our overseas revenue is already half of our total mobile revenue.

事实上,相比去年,我们的移动端收入增长了5倍。海外收入已经占到移动端总收入的一半。

And I think since Facebook and Google can make money by free services, Clean Master can also do that. Our strategy is to build a huge user base, then big data, then build our own mobile advertisement platform. Our target is to become the top three mobile advertisement platform in the world.

我想,如果Facebook和Google,可以通过提供免费产品获得收入,我们同样可以。我们的策略是,先获取大量用户,以及有价值的大数据,之后建立我们自己的移动广告平台。我们的目标是成为世界Top3移动广告平台。

So this is just a story for Cheetah Mobile. I think I’m so lucky because I can grab the opportunity for the mobile age, and I hope all of you can do this. Thank you!

这只是猎豹移动的一段故事。我觉得,我很幸运,抓住了移动时代的机遇。我也衷心希望大家也能抓住这次宝贵的机遇。谢谢!

备注:文中提到的Musical.ly是一款音乐社交软件。中文名称妈妈咪呀。从傅盛战队第一季脱颖而出,进入全国20强,最终获得傅盛战队天使投资。

 

关于傅盛战队

一个专注于最早期创业的投资孵化平台。创业者参加傅盛战队,除获得一笔天使资金,还可接受傅盛面对面创业指导、全程免费孵化服务和直通巨头的合作机会。

傅盛战队秋季营将在今年9月正式启动,项目BP请发邮箱:fushengteam@cmcm.com。

 

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