adid: 8514 | 视频标题: 凡客从百亿神话沦为库存废墟_陈年卖拖把不是疯了_是在填对赌的坑_现在的射卫星_发火箭_造跑车的网红品牌_依旧如故在重蹈覆辙吗__雅致生存主义__凡客陈年__商业解剖__对赌协议__资本真相__创业避坑__人性底层逻辑 | 字幕数量: 75 句

序号 start end startpos endpos addstart cn音频 addend en音频 双语总时间 中文内容 英文内容
0 600 2920 0 3160 0 3160 160 5448 8768 还记得二零一一年的凡客体吗? Do you remember the 2011 version of "The Body"?
1 3400 8200 3160 8370 160 5210 230 12312 17912 大江南北的公交车站的广告牌上都是韩寒和王络丹的凡客体广告。 The advertisements for Han Han and Wang Luo Dan's Fan Ke body on the advertising boards of bus stops across China are all the same.
2 8540 11680 8370 11680 230 3310 400 4824 8764 那时的陈年手握百亿股指雷军, When Lei Jun held a hundred billion shares,
3 11680 13060 11680 13090 400 1410 370 3600 5780 甚至放眼凡客, Even looking at the monsters,
4 13120 14500 13090 14780 370 1690 120 4344 6524 是我最成功的投资, It was my most successful investment.
5 15060 17000 14780 17120 120 2340 280 3624 6364 可谁想到就在巅峰期, Who would have thought that at the peak,
6 17240 18500 17120 18620 280 1500 280 5184 7244 陈年竟度反常, Chen Nian, a veteran, behaved unusually.
7 18740 20360 18620 20450 280 1830 310 3768 6188 凡客不仅要卖衬衫, In addition to selling shirts,
8 20540 21140 20450 21140 310 690 400 3504 4904 还要卖拖, Still selling tractors
9 21140 22520 21140 22640 400 1500 280 3144 5324 把卖电饭煲, Sell rice cookers
10 22760 24080 22640 24400 280 1760 80 3384 5504 甚至卖起了拖拉机。 Even selling tractors.
11 24720 26780 24400 26860 80 2460 320 6792 9652 一个能在文青圈封神的人, A person who can become a god in the literary and artistic circles.
12 26940 29000 26860 29050 320 2190 350 3840 6700 为什么会突然发疯似的? Why did you suddenly go crazy?
13 29100 31560 29050 31820 350 2770 140 4704 7964 要把一个服装品牌变成杂货铺。 Turn a clothing brand into a grocery store.
14 32080 36000 31820 36170 140 4350 230 6672 11392 这期视频我将带大家看到的不只是一个人的膨胀。 In this video, I will show you not just one person's arrogance.
15 36340 40140 36170 40490 230 4320 50 5424 10024 还有那张对赌协议上最后生效的催命账单。 And there was also the final death warrant in the contract.
16 40840 43260 40490 43440 50 2950 220 5664 8884 那几年的陈年行为极度反常, Those few years of old habits were extremely abnormal.
17 43620 46720 43440 46840 220 3400 280 6864 10764 他在半年内扩招了数千个 SKU, In six months, he expanded the number of SKUs by thousands.
18 46960 49060 46840 49230 280 2390 230 4992 7892 甚至达到了恐怖的几万个, Even reached a terrifying number of thousands.
19 49400 52000 49230 52180 230 2950 220 4752 8152 甚至连抹布都要贴上凡客的 logo。 Even the rags are branded with the Funke logo.
20 52360 54400 52180 54610 220 2430 190 5280 8120 很多人笑他被成功冲昏了头。 Many people laughed at him for being too successful.
21 54820 58000 54610 58040 190 3430 360 7776 11756 但如果我们用雅士生存主义的生存反推处境, But if we use the existentialist survivalist approach to reverse the situation,
22 58080 59360 58040 59360 360 1320 400 3408 5488 这把尺子去量一下, Measure it with this ruler.
23 59360 61490 59360 61700 400 2340 190 3432 6362 就会发现另一个真相。 You will find another truth.
24 61910 68050 61700 68160 190 6460 290 8640 15580 当时的反客正处于一轮又一轮巨额融资的对赌期投资人的账单上, At that time, the counter-offer was in the midst of a series of large-scale investment rounds,
25 68270 69250 68160 69310 290 1150 340 3624 5404 要的是规模, What's important is the scale.
26 69370 70150 69310 70230 340 920 320 2736 4316 是流水, It is a stream.
27 70310 73030 70230 73030 320 2800 400 4608 8128 是能够冲击上市的全品类平台。 It is a platform that can achieve IPO.
28 73030 74810 73030 74830 400 1800 380 2592 5172 故事名义上呢, In the story,
29 74850 76370 74830 76520 380 1690 250 6096 8416 成年是在做大做强, Growing up is about making progress and achieving success.
30 76670 77630 76520 77700 250 1180 330 3144 4904 但在结构上, In terms of structure,
31 77770 84310 77700 84590 330 6890 120 7056 14396 他是在用疯狂的扩张去填补融资条款里的那一个个深不见底的增长坑位, He was using aggressive expansion to fill the gaps in the financing terms,
32 84870 86410 84590 86510 120 1920 300 3960 6300 他真的是想卖拖把吗? Is he really trying to sell a mop?
33 86610 88790 86510 88910 300 2400 280 4056 7036 还是说如果不把流水做上去, So, if you don't make the water,
34 89030 92115 88910 92527 280 3617 0 5088 8985 他就连卖白衬衫的权利都不再有了。 He no longer had the right to sell white shirts.
35 92940 96020 92527 96270 0 3742 150 5880 9772 大家可能都以为陈年是输给了库存, Everyone probably thinks that Chennian lost to Inventory.
36 96520 97880 96270 97990 150 1720 290 4056 6216 但看看当时的背景, But look at the background at that time,
37 98100 100100 97990 100150 290 2160 350 4320 7120 资本市场正在疯狂的催熟, The capital market is going crazy.
38 100200 101840 100150 102090 350 1940 150 4632 7072 一个又一个的互联网品牌, One after another, internet brands,
39 102340 104560 102090 104560 150 2470 400 5040 8060 每一个大佬都在赌在赌, Everyone is gambling, everyone is gambling.
40 104560 106040 104560 106350 400 1790 90 3480 5760 谁能成为下一个亚马阀? Who can be the next Amava?
41 106660 108420 106350 108510 90 2160 310 4248 6808 这那些幕后大庄家的眼里, These behind-the-scenes big bosses,
42 108600 112800 108510 113100 310 4590 100 6864 11864 陈年和他的凡客只不过是一个用来测试市场的压力阀, Chen and his "fake" customers were just a pressure valve to test the market.
43 113400 116220 113100 116460 100 3360 160 6024 9644 当扩张的野心烧光了最后一分钱。 When the ambition to expand consumes all the remaining money.
44 116700 120900 116460 120970 160 4510 330 7512 12512 那剩下几十亿的库存堆在仓库里烂掉的时候, When the remaining billions of dollars in inventory were left to rot in the warehouse,
45 121040 124180 120970 124360 330 3390 220 6744 10684 大佬们早就已经转身去寻找下一个风口了。 The big shots have already turned around and are looking for the next trend.
46 124540 128260 124360 128560 220 4200 100 7296 11816 市场留下的就只是凡客体的残破情怀。 What remains in the market is only the broken nostalgia of the ordinary people.
47 128860 130240 128560 130270 100 1710 370 2976 5156 在那张账单的最后, At the end of the bill,
48 130300 135280 130270 135550 370 5280 130 9072 14852 却肯定有人拿到了通往资本泡沫变现的离场支票, However, there must be someone who has obtained a ticket to escape the capital bubble and profit from it.
49 135820 137500 135550 137730 130 2180 170 3480 5960 这就是造梦者的账单。 This is the bill of the dreamer.
50 137960 141080 137730 141130 170 3400 350 6336 10256 当创业者沉浸在自己的估值狂欢里的时候, When entrepreneurs are immersed in their own valuation euphoria,
51 141180 142640 141130 142640 350 1510 400 5544 7804 一定要抽空清醒的离场, Make sure to clear out and leave before you fall asleep.
52 142640 145040 142640 145180 400 2540 260 3888 7088 自己自己到底是那个握刀的人, Who is the one who holds the knife?
53 145320 147440 145180 147790 260 2610 50 5040 7960 还是那块躺在案板上的肉。 Still that piece of meat lying on the cutting board.
54 148140 149300 147790 149480 50 1690 220 3384 5344 这种虚假扩张。 This false expansion.
55 149660 153110 149480 153230 220 3750 280 5928 10178 在今天的直播赛道 AI 赛道里消失了么? Has AI disappeared from the current live racing track?
56 153350 155490 153230 155580 280 2350 310 6144 9084 那些懂哲喊出全产业链布局, Those who understand philosophy shout out a full-chain layout.
57 155670 159690 155580 159770 310 4190 320 9504 14324 甚至要把产业链布局到外太空烧钱买流量的新贵们, Even those new players who are willing to spend money to build their industrial chains and buy traffic in space,
58 159850 161130 159770 161150 320 1380 380 3504 5584 他们是真的想做大, They really want to grow big.
59 161170 162430 161150 162430 380 1280 400 5736 7796 还是在给下一轮融资, Still in the process of raising funds for the next round,
60 162430 167350 162430 167540 400 5110 210 9792 15512 演一场必须演完的戏文明只是一只野性才是骨骼。 You must play the role to the end. Civilization is just a wild beast, not a skeleton.
61 167730 172750 167540 172810 210 5270 340 9432 15252 当普通的投资者被那些百亿估值千亿估值的神话洗脑的时候, When ordinary investors are misled by the myths of hundreds of billions and trillions of valuations,
62 172870 174430 172810 174560 340 1750 270 4608 6968 一定要问问自己这个问题。 Make sure to ask yourself this question.
63 174690 176890 174560 177040 270 2480 250 4344 7344 那个正在疯狂造梦的老板, The crazy boss who is always dreaming,
64 177190 180230 177040 180290 250 3250 340 4080 7920 他所面临的处境已经是有多急迫了呀。 What a dire situation he's in.
65 180350 183670 180290 183820 340 3530 250 8472 12592 下一集我们将聊一个更懂得退潮的人。 In the next episode, we will talk to someone who understands the ebb and flow of life better.
66 183970 187610 183820 187730 250 3910 280 4776 9216 当所有的造梦者都在疯狂拿地疯狂扩张, When all the dreamers are frantically expanding,
67 187850 190190 187730 190220 280 2490 370 4968 8108 试图把公司变成帝国的时候, When trying to turn the company into an empire,
68 190250 192310 190220 192480 370 2260 230 6792 9652 他却在野蛮人敲门的那一刻, He, however, was at the moment when the barbarians knocked on the door,
69 192650 194190 192480 194340 230 1860 250 3984 6324 主动选择了转身。 Actively chose to turn around.
70 194490 197730 194340 197910 250 3570 220 6024 10064 他到底是看清了哪张关于所有权的死神账单, Which death god's bill of ownership did he actually see through?
71 198090 199830 197910 200070 220 2160 160 4248 6788 才换回了体面的撤退。 Just got back from a decent retreat.
72 200310 201990 200070 202020 160 1950 370 3000 5480 你细品关注我, Pay attention to me,
73 202050 203190 202020 203190 370 1170 400 5472 7412 一起用雅致生存主义, Together, let's practice elegant survivalism.
74 203190 205795 203190 206170 400 2980 0 6216 9596 剖析世界与人性的底层运行逻辑。 Analyze the underlying logic of the world and human nature.