關於 opt 期限 ，我們在網路上蒐集到這些相關的討論、資訊與評價

［Facebook 挑戰10000億市值］但最大敵人可能係蘋果

原文：Facebook could be the next $1 trillion company. Here’s how　　（https://bityl.co/3Ghy）

TLDR：經濟差客戶冇錢落廣告，又有一堆客話杯葛，但Facebook照樣升個不停，低位已升一個開。10000億市值應該唔難—但最大阻礙可能嚟自蘋果。

1. CNBC話（其實係引述評論講）Facebook市值會去到10000億美金，the next trillion market cap company.

2. 市值10000億，1,000,000,000,000，就係four comma club。而家有四間公司在會入面，其實正係大家聽過嘅Big Tech，FAAMG，Amazon，Apple，Microsoft，Google．就係F For Facebook 未到呢個市值。睇表，呢個表很有用（https://bityl.co/3Ggv）。

3. 其實一路Facebook都係最細嘅一間，不過今年走勢都幾勁，而家市值840b。股價今年低位升超過一個開。呢，當時又係話咩經濟衰退客戶冇錢落廣告呀，後來仲搞咗單客戶杯葛（都幾杰）。股價咪急跌。但唔係有壞消息，邊有機會畀你買？好多人仲係不切實際咁，以為有啲好嘢只係佢自己知全世界唔知。又或者啲股票會冇壞消息而忽然做七折畀你買，仲要買完即刻識。你覺得合唔合常識？

4. 話說回頭，AAMG以外，最大市值咪正係Facebook，所以估佢都好正路。但後面阿里巴巴都唔爭太遠，或者有機會後發先至？巴郡VISA應該冇咁快。留意黑馬仲有台積電（威水），同埋Tesla

5. Facebook股價早排見過300蚊，不過收市守唔住。升到350蚊就可以入會，即係兩成都唔夠，「其實唔難」。至於泡沫唔泡沫就貴客自理了。

6. 不過篇文引啲人嘅講法，實則都冇乜新意。比較好嘅一個，係講SME中小企。其實同有啲人想像唔到，中小企同Facebook先係最親密。大牌子嘅，可以afford唔落Facebook 廣告，反正就咁用Facebook Page又唔洗錢。但中小企，好多都係靠落廣告突圍，例如Brian Cha （7000萬當然係中小企）。

7. 掉轉亦係，Facebook 之所以咁惡，話知你咩可口可樂　迪士尼杯葛，憑乜？你想像下，換著傳統媒體，應該嚇到賴屎。Facebook真係話唔驚。點解？因為太多客戶，分得好散，好多都係中小企，話知你頭十個大戶一齊拉隊，實有大把勇士補上。Facebook嘅業務本質，令到佢customer concentration 極低。相反你有啲咩手機設備股，或者專幫某幾家大企業做零部件呀之類嘅，好危險的。唔鍊你價，鍊邊個？你唔做佢生意做得邊個？

8. 至於其他方面，我覺得Facebook係做得幾差嘅，就真係好傳統咁玩　Senator we run ads（https://www.youtube.com/watch?v=GGTWUOxkfGQ）．可能真係賺錢太簡單，你地日日鬧都要日日上，所以都冇乜意慾做好其他嘢。講真，Facebook有咩好大改革？真係冇乜。除咗係出事補鑊，令大家繼續玩落去果類東西。例如佢地話幫Content Creator去monetize，搞咁多得個拮，益晒　Patreon之類 – 當然小朱嘅如意算盤，可能係好似instagram咁，邊使自己搞。等人碰下壁先，有人試到搞得掂，咪買起佢。

9. 我覺得Facebook最大穩憂，其實係同股不同權。小朱已經1000億身家，世上第三富有，佢仲有幾大意慾去搵多啲錢？當然企業家未必只係睇錢，但請循其本，Facebook點誕生？純係有個哈佛死毒撚溝唔到女，開個網站大家對女同學評頭品足。佢當初根本冇咩改變世界嘅理想吧？

10. 另外，當然係公司嘅霸權。之前被咩國會照肺，我覺得做個樣啫，咩事都冇。咩反競爭得啖笑。真正嘅問題，其實嚟自呢堆Big Tech業務遲早會有碰撞，會踩入同樣領域。有段幾長嘅時間，其實大家都在自己強項玩。蘋果唔會出social media（Google出過，但死得很慘），Facebook唔會賣電話。但近年隨住大家都多領域發展，就容易爭地盤了

11. Facebook近排最新嘅仇口，係蘋果（https://bityl.co/3GhD）．話說　Facebook早排好高調咁講，話蘋果iOS14更新，會嚴重損害廣告客戶嘅利益（亦即係Facebook自己利益）．

12. 技術細節不多講，涉及IDFA（ Identification for Advertisers），每部電話都有，而一直啲App Developer 都會用嚟做針對性廣告。iOS14就要 App加返句警告，同埋用家要 opt in。過癮嘅係嗰日Facebook 股價仲要升8%

13. 就我理解，其實最影響係啲其他App，反而 Facebook本身核心廣告業務影響唔係太大 – 因為Facebook 太強大，加埋instagram 同 whatsapp，根本佢就知你好多好多資料，廣告客戶可以好針對性咁落，實情唔用 IDFA都唔係咩好大件事。

14. 況且，其實公司之前都有提過呢件事。唔知做乜忽然又舊事重提，有人就理解係為咗攻擊蘋果，話佢阻頭阻勢，仲話蘋果在呢啲艱難時刻令中小企雪上加厢喎。嘻嘻嘻

15. 我覺得呢個猜測都有啲道理，因為同時間又再有另一單火頭（https://bityl.co/3GhJ）。Facebook最近有個 app update ，畀蘋果reject咗。

16. 原因？因為Facebook 會提示用家：拿，你畀錢，蘋果會抽你三成水呀。

17. 呢個東西係因為Facebook嘅新功能，容許啲中小企搞online event，客戶在入面畀錢。但蘋果照樣抽三成，因為三成買路錢係核心價值，不容討論。

18. 結果Facebook就又變社會良心，話蘋果打劫中小企，人地畀一舊水以為全部去晒間公司，點知得七成。當然要講埋如果Android phone 就冇呢個問題。

19. 實情呢個三成蘋果稅，畀人批評多年，近期特別勁。歐盟又話睇係咪反競爭，Epic Game 又開拖。但蘋果當然企硬，難聽啲講句，你夠膽咪杯葛。但你啲嘢咪全部去唔到iPhone用家手上

20. 有趣係，蘋果嘅market share唔大，但影響力就大。聽聞因為iPhone用家有錢，而又肯畀錢。

21. 誰勝誰負？唔知，或者有方法傾到win win，但其實投資者嘅嘢，買晒兩隻咪得，再唔係你買Nasdaq ETf都得的

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［收費短片第八擊］美國總統大選買股部署

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【 一封 Co-founder & CEO Brian Chesky 的來信 (中英對照)】

早上晨讀時看到 Airbnb CEO Brian Chesky 宣布裁員 25% 的公開信。讀完覺得富有同理心並思考周到，很值得每位 CEO 參考。

其中一些對於離職員工的就業支持都很值得我們借鏡。雖然 Airbnb 有的資源比很多公司還多。但說不定有什麼是創業家們能參考的，為離職的夥伴多做一些。

為了讓更多人可以看到跟夥伴合作翻譯了一下，不通順的地方請見諒、歡迎在 google doc 提交修改建議。

Google Doc 中英對照版：https://docs.google.com/…/1ctHqdvPxi3USzT1sxzabkcJhFcWlfkg…/

原文：https://news.airbnb.com/a-message-from-co-founder-and-ceo-…/

--

今天稍早，Airbnb 聯合創辦人兼執行長 Brian Chesky 向 Airbnb 員工發送了以下訊息。

Earlier today, Airbnb Co-Founder and CEO Brian Chesky sent the following note to Airbnb employees.

這是我第七次在我家裡與各位發表談話。過去每次我們談話時，有好消息也有壞消息，然而今天我不得不分享一些非常令人難過的消息。

This is my seventh time talking to you from my house. Each time we’ve talked, I’ve shared good news and bad news, but today I have to share some very sad news.

當你們問我關於裁員的問題時，我曾說過沒有什麼不可能發生的事。今天，我必須坦承，我們正在縮減 Airbnb 的員工規模。對於像我們這樣一家以歸屬感為使命的公司來說，這是非常難以面對的，對於那些不得不離開 Airbnb 的人來說更是難上加難。我將盡可能詳細地分享我是如何做出這個決定的、我們正在為那些離開的人做什麼、以及接下來會有哪些事發生。

When you’ve asked me about layoffs, I’ve said that nothing is off the table. Today, I must confirm that we are reducing the size of the Airbnb workforce. For a company like us whose mission is centered around belonging, this is incredibly difficult to confront, and it will be even harder for those who have to leave Airbnb. I am going to share as many details as I can on how I arrived at this decision, what we are doing for those leaving, and what will happen next.

先從我們是如何作出這項決定的開始。我們正在共同經歷我們一生中最痛苦的危機，隨著危機的開始，全球旅行業都陷入停滯。Airbnb 的業務受到了重大的打擊，今年的收入預計不到 2019 年的一半。為了應對這場危機，我們籌措了 20 億美元的資金、大幅削減了成本，幾乎觸及了 Airbnb 的每一個角落。

Let me start with how we arrived at this decision. We are collectively living through the most harrowing crisis of our lifetime, and as it began to unfold, global travel came to a standstill. Airbnb’s business has been hit hard, with revenue this year forecasted to be less than half of what we earned in 2019. In response, we raised $2 billion in capital and dramatically cut costs that touched nearly every corner of Airbnb.

採取這些行動是必要的，但很顯然，當我們面對兩個嚴峻的事實時，我們必須更進一步：

1. 我們不知道旅遊什麼時候會復甦。
2. 當旅遊業復甦時，將有截然不同的樣貌。

While these actions were necessary, it became clear that we would have to go further when we faced two hard truths:

1. We don’t know exactly when travel will return.
2. When travel does return, it will look different.

雖然我們知道 Airbnb 的業務終將恢復，但它所承受的變化不會是臨時或是短暫的。於是，我們需要對 Airbnb 做出更多根本性的改變，縮減人力規模以專注在更核心的商業策略。每天都有人們共享自己的房子、並提供各式各樣的體驗。

While we know Airbnb’s business will fully recover, the changes it will undergo are not temporary or short-lived. Because of this, we need to make more fundamental changes to Airbnb by reducing the size of our workforce around a more focused business strategy.

在我們 7500 名 Airbnb 員工中，近 1900 名成員將不得不離開 Airbnb，佔我們公司的 25% 左右。由於我們不能像過去那樣顧及每項業務，透過人力的裁減，我們將會更聚焦於特定的業務上。

Out of our 7,500 Airbnb employees, nearly 1,900 teammates will have to leave Airbnb, comprising around 25% of our company. Since we cannot afford to do everything that we used to, these cuts had to be mapped to a more focused business.

▍更聚焦的業務

未來在這世界旅行將截然不同，我們需要相對應地讓 Airbnb 進化改變。人們會希望有更像家、更安全、更經濟實惠的選擇。人們也會渴望某種感覺被奪走的東西——人與人之間的連結。當我們創立 Airbnb 時，它是建立於歸屬感和連結之上。這場危機使我們更加專注於根本、最基礎的事物、讓我們回到 Airbnb 真正的特別之處——每天都有人們共享自己的房子、並提供各式各樣的體驗。

這意味著，我們將需要減少對不直接支持我們的房東社區核心活動的投資。我們暫停了在運輸部門和 Airbnb Studio 方面的努力，我們不得不縮減在飯店和 Lux 的投資。

這些決定和這些團隊成員的表現無關，也不意味著這些團隊的每個人都會離開我們。除此之外，所有 Airbnb 的團隊都將受到影響。許多團隊的規模將根據他們與 Airbnb 的發展方向的對應程度進行縮減。

▍A more focused business

Travel in this new world will look different, and we need to evolve Airbnb accordingly. People will want options that are closer to home, safer, and more affordable. But people will also yearn for something that feels like it’s been taken away from them — human connection. When we started Airbnb, it was about belonging and connection. This crisis has sharpened our focus to get back to our roots, back to the basics, back to what is truly special about Airbnb — everyday people who host their homes and offer experiences.

This means that we will need to reduce our investment in activities that do not directly support the core of our host community. We are pausing our efforts in Transportation and Airbnb Studios, and we have to scale back our investments in Hotels and Lux.

These decisions are not a reflection of the work from people on these teams, and it does not mean everyone on these teams will be leaving us. Additionally, teams across all of Airbnb will be impacted. Many teams will be reduced in size based on how well they map to where Airbnb is headed.

▍我們如何進行縮編

重要的是，我們要有一套明確的原則，以我們的核心價值觀為指導，指導我們如何減少我們的勞動力。這些是我們的指導原則：

• 將所有縮減過的業務範疇和我們將需要的人手一一對應。
• 為那些受到影響的人盡可能提供協助。
• 在過程中持續地保持團隊多樣性。
• 為那些受影響的人提供一對一的溝通。
• 等到所有細節都確定後再進行決策溝通 —— 僅部分訊息的透明會讓事情變得更糟。

我已經盡了最大的努力來堅持這些原則。

▍How we approached reductions

It was important that we had a clear set of principles, guided by our core values, for how we would approach reductions in our workforce. These were our guiding principles:

• Map all reductions to our future business strategy and the capabilities we will need.
• Do as much as we can for those who are impacted.
• Be unwavering in our commitment to diversity.
• Optimize for 1:1 communication for those impacted.
• Wait to communicate any decisions until all details are landed — transparency of only partial information can make matters worse.
I have done my best to stay true to these principles.

▍還原決策過程

決策過程開始於建構一個更聚焦業務戰略的成本結構。我們評估了每個團隊如何適應我們的新戰略，並確定了每個團隊未來的規模和形式。緊接著，我們對每個團隊成員進行了全面地檢視，並根據關鍵技能以及這些技能與我們未來業務需求的匹配程度做出了決策。

結果是，我們將不得不與我們所熱愛和珍視的隊友們分道揚鑣。有很優秀的夥伴離開了 Airbnb，其他公司有他們的加入著實幸運。

為了照顧那些即將離開的員工，我們一一檢視了遣散、股權、醫療保健和就業支持，並盡最大努力以同理並周詳的方式對待每個人。

▍Process for making reductions

Our process started with creating a more focused business strategy built on a sustainable cost model. We assessed how each team mapped to our new strategy, and we determined the size and shape of each team going forward. We then did a comprehensive review of every team member and made decisions based on critical skills, and how well those skills matched our future business needs.

The result is that we will have to part with teammates that we love and value. We have great people leaving Airbnb, and other companies will be lucky to have them. To take care of those that are leaving, we have looked across severance, equity, healthcare, and job support and done our best to treat everyone in a compassionate and thoughtful way.

▍資遣費

Airbnb 在美國的員工將獲得 14 周的基礎工資，每滿一年額外增加一周。任期將四捨五入到最近的一年。例如，如果有人在 Airbnb 工作了 3 年 7 個月，他們將獲得額外 4 周的工資，或 18 周的總工資。在美國以外，所有員工都將獲得至少 14 周的工資，外加與其所在國家的具體做法一致的任期加薪。

▍Severance

Employees in the US will receive 14 weeks of base pay, plus one additional week for every year at Airbnb. Tenure will be rounded to the nearest year. For example, if someone has been at Airbnb for 3 years and 7 months, they will get an additional 4 weeks of salary, or 18 weeks of total pay. Outside the US, all employees will receive at least 14 weeks of pay, plus tenure increases consistent with their country-specific practices.

▍股權

我們將為過去一年內聘用的所有員工移除需待滿第一年的股權到期限制，這樣所有離職的員工，無論他們在公司工作了多長時間，都可以是 Airbnb 的股東。此外，所有離開的人都有資格以 5月25日作為行權日。

▍Equity

We are dropping the one-year cliff on equity for everyone we’ve hired in the past year so that everyone departing, regardless of how long they have been here, is a shareholder. Additionally, everyone leaving is eligible for the May 25 vesting date.

▍健康保險

在一場持續時間未知的全球健康危機中，我們希望限制醫療成本總負擔。在美國，我們將通過COBRA 覆蓋 12 個月的健康保險。在所有其他國家，我們將支付到 2020 年底的醫療保險費用。這是因為我們如非是在法律上不能繼續承保，就是我們目前的計劃將不允許延長。我們額外將透過 KonTerra 提供四個月的心理健康支持。

▍Healthcare

In the midst of a global health crisis of unknown duration, we want to limit the burden of healthcare costs. In the US, we will cover 12 months of health insurance through COBRA. In all other countries, we will cover health insurance costs through the end of 2020. This is because we’re either legally unable to continue coverage, or our current plans will not allow for an extension. We will also provide four months of mental health support through KonTerra.

▍就業支持

我們的目標是幫助離開 Airbnb 的隊友找到新的工作機會。以下是我們可以提供幫助的五種方式：

• 校友人才目錄 —— 我們將推出一個面向公眾的網站，幫助即將離職的隊友找到新工作。即將離職的員工可以選擇將個人資料、簡歷和工作樣本提供給潛在的雇主。
• 校友安置團隊 —— 在 2020 年的剩餘時間裡，Airbnb 招聘的很大一部分將成為校友安置團隊。留在 Airbnb 的招聘人員將為離職員工提供支持，幫助他們找到下一份工作。
• RiseSmart —— 我們通過 RiseSmart 公司提供四個月的職業服務，該公司專門提供職業轉換和就業安置服務。
• 員工提供校友支持 —— 我們鼓勵所有留下的員工選擇加入一個計劃，以幫助離職的隊友找到他們的下一個職位。
• 筆記型電腦 —— 電腦是找到新工作的重要工具，所以我們允許所有離職的人保留他們的蘋果筆電。

▍Job support

Our goal is to connect our teammates leaving Airbnb with new job opportunities. Here are five ways we can help:

• Alumni Talent Directory — We will be launching a public-facing website to help teammates leaving find new jobs. Departing employees can opt-in to have profiles, resumes, and work samples accessible to potential employers.
• Alumni Placement Team — For the remainder of 2020, a significant portion of Airbnb Recruiting will become an Alumni Placement Team. Recruiters that are staying with Airbnb will provide support to departing employees to help them find their next job.
• RiseSmart — We are offering four months of career services through RiseSmart, a company that specializes in career transition and job placement services.
• Employee Offered Alumni Support
We are encouraging all remaining employees to opt-in to a program to assist departing teammates find their next role.
• Laptops - A computer is an important tool to find new work, so we are allowing everyone leaving to keep their Apple laptops.

▍接下來會發生什麼呢？

我想盡快讓你們所有人知曉狀況。我們在 24 個國家/地區擁有員工，根據當地法律和慣例，提供清晰說明所需的時間各不相同。一些國家要求以非常具體的方式收到解僱通知。雖然我們的流程可能因國家而異，但我們在為每一位員工制定計劃時都力求做到深思熟慮。

在美國和加拿大，我可以提供直接的信息。在接下來的幾個小時內，即將離開 Airbnb 的人將收到一份日曆邀請函，邀請你們與本部門的一位高層領導參加離職會議。對我們來說，重要的是，在法律允許的範圍內，人們可以通過 1:1 的個人對話獲得信息。美國和加拿大離職員工的最後一個工作日將是 5月11日（星期一）。我們認為，週一將給人們時間開始採取下一步行動，並且有機會道別——我們理解並尊重這一點有多麼重要。

一些留下來的員工將賦予新的職位，並將收到主題為「新職位」的會議邀請，以瞭解更多相關信息。對於那些在美國和加拿大的 Airbnb 團隊成員，你將不會收到日曆邀請。

▍Here is what will happen next

I want to provide clarity to all of you as soon as possible. We have employees in 24 countries, and the time it will take to provide clarity will vary based on local laws and practices. Some countries require notifications about employment to be received in a very specific way. While our process may differ by country, we have tried to be thoughtful in planning for every employee. In the US and Canada, I can provide immediate clarity. Within the next few hours, those of you leaving Airbnb will receive a calendar invite to a departure meeting with a senior leader in your department.

It was important to us that wherever we legally could, people were informed in a personal, 1:1 conversation. The final working day for departing employees based in the US and Canada will be Monday, May 11. We felt Monday would give people time to begin taking next steps and say goodbye — we understand and respect how important this is.

Some employees who are staying will have a new role, and will receive a meeting invite with the subject “New Role” to learn more about it. For those of you in the US and Canada who are staying on the Airbnb team, you will not receive a calendar invite.

太平洋時間下午6點，我將為我們的亞太團隊主持一個 world@ 全球會議。太平洋時間上午12點，我將為我們的歐洲和中東團隊主持一個 world@ 全球會議。在每次會議之後，我們將根據當地的做法在每個國家開展下一步工作。

出於對我們受到影響的隊友的尊重，我已經要求所有
Airbnb 的負責人等到本週末再召集他們的團隊。我想給大家接下來的幾天時間來處理這個問題，我將在太平洋時間本週四下午 4 點再次主持一場 CEO 問答。

At 6pm pacific time, I will host a world@ meeting for our Asia-Pacific teams. At 12am pacific time, I will host a world@ meeting for our Europe and Middle East teams. Following each of these meetings, we’ll proceed with next steps in each country based on local practices.

I’ve asked all Airbnb leaders to wait to bring their teams together until the end of this week out of respect to our teammates being impacted. I want to give everyone the next few days to process this, and I’ll host a CEO Q&A again this Thursday at 4pm pacific time.

▍一些最後的話

正如我在過去八周所瞭解到的，危機讓你清楚什麼才是真正重要的。雖然我們經歷了一場旋風，但有些事情對我來說比以往任何時候都清楚。

首先，我要感謝 Airbnb 的每一個人。在這段痛苦的經歷中，你們所有人都激勵了我。即使在最糟糕的情況下，我也看到了我們最好的一面。世界現在比以往任何時候都更需要人與人之間的聯繫，我知道 Airbnb 會在這種時空背景下崛起。我相信這一點，正因為我相信你們。

第二，我對各位有一種深深的愛。我們的任務不僅僅是旅行。當我們創建 Airbnb 時，我們最初的口號是「像個人一般旅行」，人的部分總是比旅行的部分更重要。我們所關心的是歸屬感，而歸屬感的核心是愛。

▍Some final words

As I have learned these past eight weeks, a crisis brings you clarity about what is truly important. Though we have been through a whirlwind, some things are more clear to me than ever before.

First, I am thankful for everyone here at Airbnb. Throughout this harrowing experience, I have been inspired by all of you. Even in the worst of circumstances, I’ve seen the very best of us. The world needs human connection now more than ever, and I know that Airbnb will rise to the occasion. I believe this because I believe in you.

Second, I have a deep feeling of love for all of you. Our mission is not merely about travel. When we started Airbnb, our original tagline was, “Travel like a human.” The human part was always more important than the travel part. What we are about is belonging, and at the center of belonging is love.

對於留下來的你們，
我們向那些即將離開的人致敬的最重要方式之一，是讓他們知道他們的貢獻是重要的，他們將永遠是 Airbnb 故事中的一部分。我相信，他們的貢獻將繼續下去，就像我們的使命將持續不斷一般。

對於那些離開 Airbnb 的人，
我真的很抱歉。請知道這不是你的錯。世界永遠不會停止渴望你們帶給 Airbnb 的品質和才華……正是你們成就了 Airbnb。我衷心感謝你們與我們分享你們的天賦。

布萊恩

To those of you staying, One of the most important ways we can honor those who are leaving is for them to know that their contributions mattered, and that they will always be part of Airbnb’s story. I am confident their work will live on, just like this mission will live on.

To those leaving Airbnb, I am truly sorry. Please know this is not your fault. The world will never stop seeking the qualities and talents that you brought to Airbnb…that helped make Airbnb. I want to thank you, from the bottom of my heart, for sharing them with us.

Brian

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