硅谷传奇投资人没打算退休

    问：你说大家的理解有偏差，你所说的理解是指外界认为你要退休吗？

    是的。

    问：你不打算退休吗？

    不，不，不，不。大家没弄清楚，存在误会，管理、照料生意和进行投资不同。我工作时的身份只是红杉资本投资团队中的一员。

    问：你能给我介绍一项眼下让你感到兴奋的投资项目吗？

    就新近的投资活动而言，在旧金山有一个叫做Stripe的项目，这是一家支付公司。另外一个项目叫Klarna，业务设在欧洲的斯德哥尔摩等地，这是一家信贷供应商，而且是欧洲同类在线信贷公司中的领头羊。就是这两个项目，它们都是私营公司。

    问：作为高层，就你对投资主题的看法而言，红杉目前最感兴趣的主题有哪些？

    生存。

    问：好的，你在这方面做得相当好，你不觉得吗？

    没错。活下来，而且是勉强活着。瞧，我从不愿意谈这些问题，当然，我并不介意别人这么问。我觉得这种问题就好比让某个产品的制造商谈他们生产的产品。所以，我总是说，我们的工作只不过就是确保我们明天不会无人问津。

    问：我想确认一下我理解了你的意思。作为一家公司，或者说作为一名投资者，你们确实有主题。你们有重点区域，而且你们在这些领域中采取行动，但你们不愿意提到这些，至于原因可以这样说，为什么要让它们引起关注呢？

    说的对。

    Q: When you say there was a misconception, you mean the conception was that you were retiring?

    Yes.

    Q: And you are not?

    No, no, no, no. People got confused and misunderstood that managing and heeding the business was different from working on investments. And I'm just working as one of the investors on the team of Sequoia Capital.

    Q: Can you tell me one of your current investments that you're excited about right now?

    Of the younger ones, there's one in San Francisco called Stripe which is a payments company and then another one in of all places Stockholm called Klarna, that provides credit as well as in Europe and is the leading company of its sort online in Europe. And so those are two. Both of them are private companies.

    Q: At a high level what are the themes that Sequoia is most interested in right now to the extent that you think about the investing world thematically?

    Survival.

    Q: Well, you've done quite well at that, wouldn't you say?

    Yeah. Survival and scratching out a subsistence. See, I never want to talk about those things. I think it's like asking -- I don't mind obviously people asking the question -- but I think it's like asking people to talk about products that they're working on if you're a product company. And so, I always say we're just working on making sure that we're relevant tomorrow.

    Q: I want to make sure I understand you. Would you agree then that as a firm or as an investor yourself, you do in fact have themes. You have areas of focus and you prosecute those and you prefer not to talk about them because why would you want to attract attention to them?

    Correct.