评论
打印
So that was obvious acquisition, because that fits in the existing business.
因此，这是显而易见的收购，因为这符合现有业务。
Whole Foods is kind of a slightly different story, in my judgment, because In some ways, you can argue, why is Amazon, an online player, buying an offline retail store, Whole Foods?
根据我的判断，全食超市的情况略有不同，因为从某种程度上说，你可以说，亚马逊作为一家在线公司，为什么要收购一家线下零售店--全食超市？
And in fact, they bought it at 27% premium.
事实上，他们以27%的溢价买下了它。
So that doesn’t make sense for an online retailer commerce to go to offline channels.
因此，对于一家在线零售商来说，转向线下渠道是没有意义的。
And I think, in fact, part of the reason in my judgment is, it’s not just Whole Foods, but it’s about the food business, per se.
我认为，事实上，我判断，部分原因是，这不仅仅是关于全食超市，而是关于食品业务本身。
And why is Amazon so interested in food?
为什么亚马逊对食物如此感兴趣？
In fact, Amazon has been trying this food business, online food delivery for a long period of time without much success.
事实上，亚马逊一直在尝试这种食品业务，在线送餐很长一段时间都没有太大成功。
And Whole Foods was one, another way to try and get access to that particular business.
而全食超市是尝试进入这一特定业务的另一种方式。
And why is that so important to Amazon, even though you could argue, food is a low margin business?
尽管你可能会辩称，食品是一项低利润率的业务，那为什么这对亚马逊如此重要，？
And I would say, part of the reason is, food is something, grocery is something that you buy every week, perhaps twice a week.
我想说，部分原因是，食物，杂货是你每周都会买的东西，也许一周两次。
And if I, as Amazon, can convince you to buy grocery online from Amazon, then I’m creating a habit for you to come onto Amazon every week, perhaps twice a week.
如果我，作为亚马逊，可以说服你从亚马逊在线购买食品杂货，那么我正在为你创造一个习惯，让你每周都来亚马逊，也许一周两次。
And once you are on Amazon, you will end up buying other products on Amazon.
一旦你登录了亚马逊，你最终会在亚马逊上购买其他产品。
Whereas if you are buying electronics, you may not come to Amazon every day.
然而，如果你要购买电子产品，你可能不会每天都来亚马逊。
So this is a habit creation activity, and again, it may not be a very high margin activity to sell you food.
因此，这是一项养成习惯的活动，再一次，这可能不是一个卖给你食物的高利润率活动。
But I’ve created a habit, just like Prime.
但我已经养成了一个习惯，就像Prime一样。
I’ve created a loyal customer where you think of nothing else but Amazon for your daily needs, and therefore you end up buying other things.
我创造了一个忠诚的客户，你只会想着亚马逊来满足你的日常需求，因此你最终会购买其他东西。
And Amazon isn’t without controversy.
亚马逊也不是没有争议。
You know, and we should talk about that, too.
你知道，我们也应该谈谈这件事。
First, there are questions about its treatment of warehouse employees, particularly during COVID.
首先，它对仓库员工的待遇存在问题，特别是在疫情期间。
And Bezos, as you said, has always been relentlessly focused on the customer.
正如你所说，贝佐斯一直坚持不懈地关注客户。
But is Amazon employee centric, too?
但亚马逊也是以员工为中心的吗？
So I think there is definitely some areas of concern, and you rightly said there is a significant concern about the, during the COVID。
所以我认为，肯定有一些值得忧虑的地方，你说得对，在疫情期间，出现了很大的问题。
Workers were complaining about safety, the right kind of equipment.
工人们抱怨没有合适的设备。
But even before COVID, there were a lot of concerns about whether the workers are being pushed too hard.
其实甚至是在疫情之前，就有很多人担心工人们是否被逼得太紧了。
They barely have any breaks.
他们几乎没有任何休息时间。
And they’re constantly on the go, because speed and efficiency become that much more important to make sure customers always get what they are promised.
而且他们一直在路上，因为速度和效率变得更加重要，以确保客户总是得到他们承诺的东西。
And in fact, more than promised.
事实上，比承诺的要多。
Clearly Amazon either hasn’t done a good job, or hasn’t at least done the public relations part of it that they have done a good job.
显然，亚马逊要么没有做好工作，要么至少没有做好公关工作。。
Now, if you ask Jeff Bezos, he will claim that, no, actually, they have done things.
现在，如果你问杰夫·贝佐斯，他会说，不，实际上，他们已经做了一些事情。
For example, they offer something called carrier choice, where they give 95% tuition to the employees to learn new skills, whether they’re relevant to Amazon or not.
例如，他们提供了一种名为承运人选择的服务，他们为员工提供95%的学费，让他们学习新技能。无论这些技能是否与亚马逊相关都可以。
Pretty much like what Starbucks does for its baristas, for college education and other things.
就像星巴克为其咖啡师提供大学教育和其他事情那样。
But I think more than just giving money or tuition, it requires a bit of empathy and sense that you care for your employees.
但我认为，这不仅仅是给钱或交学费，还需要一点同理心和关爱员工的感觉。
Perhaps, that’s something that Amazon needs to work on.
也许这是亚马逊需要努力的地方。
