2022年9月19日 星期一

Garry Tan: Figma 的 $20B,10 年一夜成名 Figma's $20B, 10 Year Overnight Success

 https://www.youtube.com/watch?v=Rb3QHKjOWqQ


 

字幕

0:00

- Figma just sold to Adobe for $20 billion.

0:03

It's a 10-year overnight success.

0:06

Here's Dylan Field, 10 years ago when he was 19.

0:10

- If you're an artist,

0:11

you can just sketch something out and draw it

0:13

and it's beautiful.

0:14

But if I sketch something out and I'm not an artist,

0:17

the idea loses a lot of its luster.

0:19

And creative tools like Photoshop or PhotoDesk

0:23

are very expensive,

0:25

and they're also very hard to use as well.

0:27

I mean, to train yourself to use Photoshop

0:29

is a very long, arduous process.

0:31

- Dylan went on to create Figma

0:33

which replaced Photoshop as the dominant design tool.

0:37

And that's what made this company so important

0:39

Adobe had to buy it.

0:41

And it didn't come for free.

0:43

Dylan and his team overcame 10,000 landmines,

0:46

a lot of which you will encounter if you start a company.

0:50

Today, were looking at just a few of those landmines

0:53

on that path, and how he overcame them.

0:57

Let's get started.

1:16

In 2011, version 1.0 of WebGL came out.

1:20

This was a new way for websites to draw and render graphics

1:23

inside a web browser.

1:24

And this is kind of common:

1:25

starting with some sort of technology.

1:27

Instagram started as experiments around new APIs.

1:30

HTML5 meets social locations sharing.

1:33

So that's actually one of the reasons

1:36

why Dylan and his co-founders started out

1:38

with what was a new platform that was yet unexploited.

1:43

- For context, I started Figma with my co-founder, Evan,

1:46

who is a total genius and much, much smarter than I am,

1:50

in August 2012.

1:52

And for the first, I don't know,

1:54

basically until like June 2013,

1:56

we were very much in more of an exploration mode,

1:59

and trying to figure out how do we,

2:02

what are we going to build,

2:03

and what makes sense from a business perspective.

2:05

And I think we knew we wanted to do WebGL,

2:09

something with WebGL,

2:09

which is a way to use the chip in your computer

2:11

in the browser.

2:13

We knew we wanted to probably do creative tools.

2:15

We knew we cared a lot about accessibility of tools,

2:17

and making it so that more people could use those tools.

2:20

We kind of agreed with a statement that Bret Victor made,

2:23

which is that if you can't use a tool

2:24

because it's too complex, it's a moral wrong.

2:27

- And it is today as it was 10 years ago.

2:30

As they say, "Go West, young person. Go West."

2:33

Go to the frontier. Explore as Dylan explored.

2:37

If in 2010 it was JavaScript and 2012 it was WebGL,

2:41

today you might find frontiers

2:43

in large language models like GPT-3,

2:45

Stable Diffusion, or others like it.

2:47

You might find it in ZK-STARKs or L2 blockchains.

2:51

You might find it in computer vision models

2:53

since computers can now see.

2:55

But technology's not really enough.

2:57

Dylan also knew he had to walk

2:59

in a particular useful direction; in his case,

3:01

design tools and hyper usable design tools.

3:05

They saw a need, not merely the technology itself,

3:09

out of new technology yet unexploited, not fully understood,

3:13

Will you find teams exploring and building.

3:16

And as physicists learned to understand the atom,

3:19

so too did they discover the periodic table of elements

3:24

in startups.

3:25

New elements are being discovered all the time,

3:28

Usually by engineers who are seeking the frontier

3:31

just like this.

3:32

What will your element be?

3:38

Now, the danger with seeking technology for its own sake

3:40

is that you accidentally work on something

3:42

that you realize just doesn't matter.

3:45

And we've seen this before time and again.

3:47

Meaningless products that don't solve real-world problems,

3:50

but seem adjacent to hot buzzwords

3:53

like real-time, AI, blockchain, or social.

3:55

The buzzwords exist for a reason,

3:57

but not every buzzword startup has a reason to exist.

4:01

In this case, Dylan and his co-founder

4:03

found themselves building a meme generator with WebGL.

4:07

- After like a week of working on this meme generator,

4:10

I remember looking at the mirror and just going:

4:13

"Holy shit. I dropped out of Brown for this?

4:17

What am I doing with my life?

4:19

Oh my God."

4:20

And then I walked out of the bathroom

4:22

after sharing at the mirror for a while

4:23

and just feeling really depressed.

4:25

And then an hour later my co-founder, Evan,

4:27

takes his headphones off,

4:29

and he's like, "Dylan, I just can't do this."

4:32

- Now, meme generators are certainly useful

4:34

for some people on the internet,

4:36

but this space was just not meaningful for Dylan and Evan.

4:40

Knowing yourself matters a lot.

4:42

Other people might find that space to be their life's work,

4:45

but if that's not yours,

4:47

you won't be able to recruit, build, and do what it takes

4:49

to create day in and day out.

4:51

And this is a big reason for any person

4:54

who wants to make something

4:55

that really stands the test of time.

4:57

The 10-year overnight success does not happen

5:00

If you and your co-founders can't see yourselves

5:03

spending a large chunk of your time,

5:05

perhaps the next decade,

5:07

perhaps the next couple of decades of your time

5:10

working towards that mission.

5:15

I remember back in 2008, 2009,

5:17

when I was working on my startup, Posterous,

5:19

I had reached a point

5:20

where I needed to switch into a people manager.

5:23

And I wish I could say at that moment I succeeded at that.

5:26

But in fact, I ran away from it and I just coded harder.

5:29

It was the wrong move for Posterous.

5:32

It was the wrong move for me.

5:33

And it's one of the reasons

5:35

why I think Posterous didn't make it

5:37

to the Promised Land the way Figma has.

5:40

Figuring out how to become a manager

5:42

is an impossibly hard situation,

5:44

because A: you might not want to,

5:47

and B: you might find that you suck at it initially.

5:50

In fact, that's the norm.

5:52

What's crazy is Dylan's journey as founder

5:54

almost ended because of this problem,

5:56

even before Figma launched.

5:59

- Leadership is a skill you're probably all aware of.

6:01

You're in clubs,

6:04

maybe you're in sports teams,

6:05

and you can experience leadership through those areas.

6:09

But I think it's very rare

6:11

before you get into professional settings

6:13

to really experience management as a skill.

6:15

And it's actually a very different skill from leadership:

6:18

they're related but they're different.

6:20

And management is a skill that you have to build,

6:23

just like any other skill.

6:24

And there's muscles and sort of different things

6:28

you have to figure out about it.

6:29

And a year into Figma, I was figuring out how to be a CEO.

6:33

I was figuring out what direction to take the product.

6:35

And I was also figuring out how to hire people.

6:37

But most of all I was trying to figure out

6:39

how to manage people, and it wasn't going so well.

6:42

I made some hires

6:43

that probably were not the right fit

6:45

in retrospect, culturally.

6:47

And I also wasn't empowering people enough.

6:51

When you hire smart people,

6:52

you got to give them a way to really contribute

6:56

and to blow you away,

6:57

and to do things that you would never think of.

7:00

And if you micromanage,

7:01

and if you give people all the sort of,

7:06

here's the recipe for what to do,

7:08

they're not going to appreciate that

7:09

if they're the right people to hire.

7:10

And between all that,

7:13

I think at the same time,

7:16

this is a few years in actually,

7:17

but at the same time my dad was actually dying of cancer.

7:20

And so there was a lot of emotional stress

7:22

that I was going through,

7:24

which I think exasperated things even further.

7:27

And at some point, there was a conversation

7:30

with basically my employees,

7:34

'cause there were so many things that were happening,

7:36

and I was like, "Let's just all get together

7:37

and talk about it."

7:38

And it turned out kind of bad.

7:41

People were really unhappy with me,

7:43

and it was a moment where they were like,

7:46

"Okay, you need to really get help to help make this work."

7:51

And eventually, we did.

7:52

We hired our first outside manager,

7:54

and I actually learned a lot from him.

7:55

But that was a moment where I was like,

7:57

"Oh God, it might all collapse at this point.

8:00

Like everyone might leave.

8:03

This might be the end."

8:04

And I think the other part of it

8:06

was that we hadn't launched yet too.

8:08

- Dylan went through it all.

8:09

Today he's at the top of the mountain.

8:11

But the most valuable lessons

8:13

were learned early in the journey at base camp,

8:16

where a lot of us are.

8:18

Every highly talented technical founder who starts,

8:21

who wants to stay in that CEO position for the long haul

8:25

will end up having to learn what Dylan learned:

8:28

how to be a manager.

8:29

And it's not something you can learn

8:30

without people who have been there.

8:33

Get an executive coach.

8:34

Hire great managers to work with you

8:36

to build systems and processes.

8:38

And if you're lucky, try to find investors

8:42

who actually have really helped in that way,

8:45

like Jen Wolf at Initialized.

8:47

A lot of founders might get hung up here.

8:49

Isn't process and management the opposite of moving fast?

8:54

But as the Navy SEALs say,

8:56

"Slow is smooth and smooth is fast."

9:00

Reducing chaos, helping your executive team

9:03

be as productive as possible,

9:05

all of these things make things smooth.

9:07

And only then can you create something for a billion people.

9:12

And don't forget, it'll still take 10 years or more,

9:15

just like what Dylan and his team had to go through.

9:18

Dylan and Figma showed us one very powerful path

9:21

towards how these things come together.

9:23

There are a thousand landmines before every founder,

9:26

and he navigated everyone to this incredible outcome.

9:30

What he saw was not unique to him.

9:33

Every founder will pass through these gates.

9:36

But what was unique

9:37

is that he did overcome every single one to get here.

9:41

All the world is changing with code, with technology,

9:45

the kind that you and your friends can build.

9:48

What will your line of code be?

9:55

Thanks for watching all the way to the end.

9:56

If you like this, please be sure to share this video

9:59

on Facebook, Twitter, or wherever you're at.

10:02

And also, you can find

10:04

some of the best clips from my episodes

10:06

now on the Initialized Capital channel:

10:08

a link in the description for that.

10:10

Subscribe to that channel right now.

10:12

And I want to hear from you.

10:13

Please leave a comment to tell me more

10:16

about what you would like to see on this channel.

10:19

I will see you next week.

 

字幕記錄

0:00

- Figma 剛剛以 200 億美元的價格賣給了 Adob​​e

0:03

這是 10 年的一夜成名。

0:06

這是迪倫菲爾德,10 年前,他 19 歲。

0:10

- 如果你是藝術家,

0:11

你可以畫出一些東西然後畫出來

0:13

它很漂亮。

0:14

但如果我畫出一些東西而我不是藝術家,

0:17

這個想法失去了很多光彩。

0:19

以及 Photoshop PhotoDesk 等創意工具

0:23

非常昂貴,

0:25

而且它們也很難使用。

0:27

我的意思是,訓練自己使用 Photoshop

0:29

是一個非常漫長、艱鉅的過程。

0:31

- Dylan 繼續創作 Figma

0:33

它取代了 Photoshop 成為主要的設計工具。

0:37

這就是這家公司如此重要的原因

0:39

Adobe 不得不買下它。

0:41

它不是免費的。

0:43

迪倫和他的團隊克服了 10,000 枚地雷,

0:46

如果你創辦一家公司,你會遇到很多。

0:50

今天,我們只關注其中的一些地雷

0:53

在那條路上,以及他如何克服它們。

0:57

讓我們開始吧。

1:16

2011 年,WebGL 1.0 版問世。

1:20

這是網站繪製和渲染圖形的一種新方式

1:23

在網絡瀏覽器中。

1:24

這很常見:

1:25

從某種技術開始。

1:27

Instagram 最初是圍繞新 API 進行的實驗。

1:30

HTML5 滿足社交位置共享。

1:33

所以這實際上是原因之一

1:36

為什麼迪倫和他的聯合創始人開始

1:38

這是一個尚未開發的新平台。

1:43

- 作為背景,我和我的聯合創始人埃文一起創辦了 Figma

1:46

他是個十足的天才,比我聰明得多,

1:50

2012 8 月。

1:52

首先,我不知道,

1:54

基本上直到 2013 6 月,

1:56

我們更多地處於探索模式,

1:59

並試圖弄清楚我們如何,

2:02

我們要建造什麼,

2:03

以及從商業角度來看什麼是有意義的。

2:05

我想我們知道我們想做 WebGL

2:09

WebGL 的東西,

2:09

這是在您的計算機中使用芯片的一種方式

2:11

在瀏覽器中。

2:13

我們知道我們可能想做創意工具。

2:15

我們知道我們非常關心工具的可訪問性,

2:17

並讓更多人可以使用這些工具。

2:20

我們有點同意 Bret Victor 的聲明,

2:23

也就是說,如果你不能使用工具

2:24

因為它太複雜了,這是一個道德錯誤。

2:27

- 今天和 10 年前一樣。

2:30

正如他們所說,往西走,年輕人。往西走。

2:33

去邊境。像迪倫一樣探索。

2:37

如果 2010 年是 JavaScript2012 年是 WebGL

2:41

今天你可能會發現邊界

2:43

在像 GPT-3 這樣的大型語言模型中,

2:45

穩定擴散,或其他類似的。

2:47

您可能會在 ZK-STARK L2 區塊鏈中找到它。

2:51

您可能會在計算機視覺模型中找到它

2:53

因為計算機現在可以看到。

2:55

但技術還不夠。

2:57

迪倫也知道他必須走路

2:59

在一個特別有用的方向上;在他的情況下,

3:01

設計工具和超實用的設計工具。

3:05

他們看到了需求,而不僅僅是技術本身,

3:09

來自尚未開發的新技術,尚未完全了解,

3:13

你會發現團隊探索和建設。

3:16

當物理學家學會理解原子時,

3:19

他們也發現了元素週期表

3:24

在初創公司。

3:25

新元素一直在被發現,

3:28

通常由尋求前沿的工程師

3:31

像這樣。

3:32

你的元素是什麼?

3:38

現在,為自身而尋求技術的危險

3:40

是你不小心做某事

3:42

你意識到這並不重要。

3:45

我們已經一次又一次地看到這一點。

3:47

無法解決現實問題的無意義產品,

3:50

但似乎與熱門流行語相鄰

3:53

比如實時、人工智能、區塊鍊或社交。

3:55

流行語的存在是有原因的,

3:57

但並非每個流行語初創公司都有存在的理由。

4:01

在這種情況下,迪倫和他的聯合創始人

4:03

發現自己用 WebGL 構建了一個 meme 生成器。

4:07

- 在這個模因生成器上工作了一周之後,

4:10

我記得看著鏡子,然後走了:

4:13

天啊。我為此從布朗大學退學了?

4:17

我的生命在做什麼?

4:19

我的天啊。

4:20

然後我走出了浴室

4:22

對著鏡子分享一段時間後

4:23

只是感到非常沮喪。

4:25

一個小時後,我的聯合創始人埃文,

4:27

摘下耳機,

4:29

他就像,迪倫,我就是做不到。

4:32

- 現在,模因生成器肯定很有用

4:34

對於互聯網上的一些人來說,

4:36

但這個空間對迪倫和埃文來說沒有意義。

4:40

認識自己很重要。

4:42

其他人可能會發現這個空間是他們一生的工作,

4:45

但如果那不是你的,

4:47

你將無法招募、建造和做需要做的事情

4:49

日復一日地創造。

4:51

這對任何人來說都是一個很大的原因

4:54

誰想做點什麼

4:55

這確實經得起時間的考驗。

4:57

10年一夜成名不會發生

5:00

如果你和你的聯合創始人看不到自己

5:03

花費大量時間,

5:05

或許下一個十年,

5:07

也許你的未來幾十年

5:10

朝著這個使命努力。

5:15

我記得早在2008年,2009年,

5:17

當我在我的創業公司Posterous工作時,

5:19

我已經達到了一個點

5:20

我需要轉為人事經理。

5:23

我希望我能在那一刻說我成功了。

5:26

但事實上,我逃避了它,我只是更努力地編碼。

5:29

對於Posterous來說,這是錯誤的舉動。

5:32

這對我來說是錯誤的舉動。

5:33

這也是原因之一

5:35

為什麼我認為Posterous沒有成功

5:37

Figma 的方式前往應許之地。

5:40

弄清楚如何成為經理

5:42

是一個不可能的艱難處境,

5:44

因為A:你可能不想,

5:47

B:你可能會發現你一開始就很討厭。

5:50

事實上,這是常態。

5:52

瘋狂的是迪倫作為創始人的旅程

5:54

因為這個問題幾乎結束了,

5:56

甚至在 Figma 推出之前。

5:59

- 領導力是一種你可能都知道的技能。

6:01

你在俱樂部,

6:04

也許你在運動隊,

6:05

你可以通過這些領域體驗領導力。

6:09

但我認為這是非常罕見的

6:11

在你進入專業環境之前

6:13

真正體驗管理作為一種技能。

6:15

這實際上是一種與領導力非常不同的技能:

6:18

它們是相關的,但它們是不同的。

6:20

管理是你必須培養的技能,

6:23

就像任何其他技能一樣。

6:24

還有肌肉和各種不同的東西

6:28

你必須弄清楚它。

6:29

進入 Figma 一年後,我正在研究如何成為一名 CEO

6:33

我正在弄清楚該產品的方向。

6:35

我也在想辦法僱傭人。

6:37

但最重要的是我試圖弄清楚

6:39

如何管理人,但進展並不順利。

6:42

我雇了一些人

6:43

那可能不合適

6:45

回想起來,文化上。

6:47

我也沒有給人們足夠的權力。

6:51

當你僱傭聰明人時,

6:52

你必須給他們一種真正貢獻的方式

6:56

把你吹走,

6:57

並做你永遠不會想到的事情。

7:00

如果你進行微觀管理,

7:01

如果你給人們各種各樣的東西,

7:06

這是做什麼的秘訣,

7:08

他們不會欣賞的

7:09

如果他們是合適的人選。

7:10

在這一切之間,

7:13

我認為同時,

7:16

這實際上是幾年後,

7:17

但與此同時,我父親實際上死於癌症。

7:20

所以有很多情緒壓力

7:22

我正在經歷的,

7:24

我認為這進一步激怒了事情。

7:27

在某個時候,有一次談話

7:30

基本上和我的員工一起,

7:34

因為發生了很多事情,

7:36

我就像,讓我們聚在一起

7:37

並談論它。

7:38

結果有點糟糕。

7:41

人們對我真的很不滿意,

7:43

那一刻他們就像,

7:46

好吧,你需要真正得到幫助才能完成這項工作。

7:51

最終,我們做到了。

7:52

我們聘請了第一位外部經理,

7:54

我實際上從他身上學到了很多。

7:55

但那一刻我就像,

7:57

哦,上帝,這時候一切都可能崩潰。

8:00

就像每個人都可能離開一樣。

8:03

這可能就是結束了。

8:04

我認為它的另一部分

8:06

是我們還沒有推出呢。

8:08

- 迪倫經歷了這一切。

8:09

今天他在山頂。

8:11

但最有價值的教訓

8:13

早在大本營的旅程中就學會了,

8:16

我們很多人在哪裡。

8:18

每一位創業的才華橫溢的技術創始人,

8:21

谁愿意長期擔任 CEO 職位

8:25

最終將不得不學習 Dylan 學到的東西:

8:28

如何成為一名經理。

8:29

這不是你可以學到的東西

8:30

沒有去過那裡的人。

8:33

找一個執行教練。

8:34

聘請優秀的經理與您合作

8:36

建立系統和流程。

8:38

如果你幸運的話,試著找到投資者

8:42

真正以這種方式提供幫助的人,

8:45

就像 Initialized Jen Wolf 一樣。

8:47

很多創始人可能會被掛在這裡。

8:49

流程和管理難道不是快速行動的反面嗎?

8:54

但正如海豹突擊隊所說,

8:56

慢就是順,順就是快。

9:00

減少混亂,幫助您的執行團隊

9:03

盡可能多產,

9:05

所有這些事情都讓事情變得順利。

9:07

只有這樣,你才能為十億人創造一些東西。

9:12

別忘了,這還需要10年或更長時間,

9:15

就像迪倫和他的團隊必須經歷的那樣。

9:18

Dylan Figma 向我們展示了一條非常強大的路徑

9:21

關於這些事情是如何結合在一起的。

9:23

每個創始人面前都有一千個地雷,

9:26

他帶領每個人走向了這個令人難以置信的結果。

9:30

他所看到的並不是他獨有的。

9:33

每個創始人都會通過這些大門。

9:36

但是什麼是獨特的

9:37

是他確實克服了每一個人來到這裡。

9:41

整個世界都在隨著代碼和技術而改變,

9:45

你和你的朋友可以建造的那種。

9:48

你的代碼行是什麼?

9:55

感謝您一直觀看到最後。

9:56

如果你喜歡這個,請務必分享這個視頻

9:59

FacebookTwitter 或您所在的任何地方。

10:02

而且,你可以找到

10:04

我劇集中的一些最佳片段

10:06

現在在 Initialized Capital 頻道上:

10:08

描述中的鏈接。

10:10

立即訂閱該頻道。

10:12

我想听聽你的意見。

10:13

請留下評論告訴我更多

10:16

關於您想在此頻道上看到的內容。

10:19

下星期再見。

英文(美國)

 

 

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