1100亿美元大并购！“80后好莱坞新掌门”大卫·埃里森：科
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | We've got to start with Paramount. | 得从彼山起. |
| 0:02 | You chased this company for a couple years, if not longer. | 你追了这家公司好几年,甚至更久 |
| 0:08 | If you look at what they own, they | 如果你看看他们拥有什么,他们 |
| 0:09 | have a bunch of cable networks that | 有一堆有线电视网 |
| 0:11 | have been in decline for almost as long | 已经下降几乎 长久 |
| 0:12 | as I've been doing my job. | 因为我一直在做我的工作。 |
| 0:14 | They have a movie studio that is, by most metrics, | 他们有一个电影制片厂, 以大多数衡量, |
| 0:17 | the last place movie studio of the last few years, | 过去几年最后的电影制片厂, |
| 0:20 | and a streaming service that, in terms of at least engagement, | 和流线服务,至少就参与而言, |
| 0:22 | is sort of in the third tier. | 属于第三级 |
展开字幕全文（763 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | We've got to start with Paramount. | 得从彼山起. |
| 2 | You chased this company for a couple years, if not longer. | 你追了这家公司好几年,甚至更久 |
| 3 | If you look at what they own, they | 如果你看看他们拥有什么,他们 |
| 4 | have a bunch of cable networks that | 有一堆有线电视网 |
| 5 | have been in decline for almost as long | 已经下降几乎 长久 |
| 6 | as I've been doing my job. | 因为我一直在做我的工作。 |
| 7 | They have a movie studio that is, by most metrics, | 他们有一个电影制片厂, 以大多数衡量, |
| 8 | the last place movie studio of the last few years, | 过去几年最后的电影制片厂, |
| 9 | and a streaming service that, in terms of at least engagement, | 和流线服务,至少就参与而言, |
| 10 | is sort of in the third tier. | 属于第三级 |
| 11 | So why were you so interested in it? | 那你为什么这么感兴趣? |
| 12 | What do you see in the company that investors | 你在公司看到什么 投资者 |
| 13 | and a lot of other potential bidders did not? | 还有许多其他潜在投标人没有? |
| 14 | Yeah, no, absolutely. | 是的,不,绝对的。 |
| 15 | It's a great question. | 问曰. |
| 16 | First, I just want to say we couldn't | 首先,我想说我们不能 |
| 17 | be more excited about the place that we're starting | 更兴奋 我们开始的地方 |
| 18 | with the asset that we purchased, right? | 与我们购买的资产,对不对? |
| 19 | We have 80 million streaming subscribers. | 我们有8000万用户。 |
| 20 | We have one of the best, basically, | 我们有一个最好的,基本上, |
| 21 | content libraries in existence, which is Paramount and CBS. | 现有内容库,即派拉蒙和CBS. |
| 22 | And I also think you need to distinguish when you talk | 我也认为你说话时需要分辨 |
| 23 | about the linear business, right? | 关于线性交易,对不对? |
| 24 | There's cable, which, yes, has been in decline. | 有电缆,是的,它一直在下降。 |
| 25 | But if you look at CBS, it actually | 但是,如果你看CBS, 它实际上 |
| 26 | is a remarkable asset that's been number one in prime time | 在黄金时期是第一的 |
| 27 | for 17 straight seasons, incredible sports rights, | 17个赛季, 令人难以置信的体育权, |
| 28 | which were growing, and is still highly profitable | 并且利润仍然很高 |
| 29 | from a cash flow perspective. | 从现金流动的角度来看。 |
| 30 | And I agree with you, has not been | 我同意你的观点,没有 |
| 31 | run in the best manner for the last 15 years. | 过去15年里 运行方式最好 |
| 32 | And for me, that's all opportunity, an opportunity | 对我来说,这是所有的机会,一个机会 |
| 33 | to really reignite the creative content engines, | 重新激活创意内容引擎 |
| 34 | to navigate the transition that's | 以导航过渡 |
| 35 | 需要将 Paramount Plus 真正变成领导者 | |
| 36 | in streaming. | 在流畅。 |
| 37 | And we believe we have the ability to both win in content | 我们相信我们有能力在内容上都赢 |
| 38 | and also become the most technologically capable media | 并成为技术能力最强的媒体 |
| 39 | company to effectively navigate this transition. | 公司将有效导航这一过渡。 |
| 40 | We always looked at, you can look at the music business | 我们总是看,你可以看音乐生意 |
| 41 | 10 years ago. | 10年前的电影 |
| 42 | We believe we can navigate that. | 我们相信我们可以导航 |
| 43 | We also really looked at where traditional tech companies were, | 我们还认真研究了传统科技公司的位置, |
| 44 | call it 10, 15 years ago. | 这叫10,15年前。 |
| 45 | And there was a period of time where | 有一段时期,在那里, |
| 46 | the Microsofts of the world, the Oracles of the world | 世界微软,世界甲骨文 |
| 47 | were being disrupted. | 被打乱了 |
| 48 | And those companies that actually disrupted themselves | 而那些公司 真正扰乱自己 |
| 49 | in transitions are now trading at all time highs. | 在过渡阶段,目前交易额一直很高。 |
| 50 | We believe we have the opportunity to do the same thing. | 我们认为,我们有机会也这样做。 |
| 51 | So you talked about streaming. | 所以,你谈到溪流。 |
| 52 | You mentioned the 80 million subscribers earlier. | 你刚才提到8000万订户。 |
| 53 | You look at it, those monthly Nielsen reports | 你看,那些尼尔森月报 |
| 54 | that people pay a lot of attention to, right? | 人们很注意,对吧? |
| 55 | YouTube收视率达13%. | |
| 56 | Netflix在8到9个月左右. | |
| 57 | Paramount, when you combine Paramount Plus and Pluto, | 派拉蒙,当你结合派拉蒙加和冥王星 |
| 58 | it sort of sits around 2%. | 大约坐2%左右 |
| 59 | You can correct me if I'm off there. | 如果我走了 你可以纠正我 |
| 60 | I think that's about right. | 我想这是关于正确的。 |
| 61 | So how do you get that up? | 所以,你是如何得到这一点? |
| 62 | Forget about 13 or 8, like Disney's in the 4 or 5 range. | 忘了13或8,就像迪士尼在4或5范围. |
| 63 | How do you get that up there? | 你怎么把那个弄上去的? |
| 64 | And you've talked about content and tech. | 你谈论过内容和技术。 |
| 65 | Can you get specific on those fronts, | 你能在前面说清楚吗? |
| 66 | like what you're going to do? | 就像你要做的事一样? |
| 67 | Absolutely. | 当然 |
| 68 | So look, one of the things we really believed, | 所以,看,一件事 我们真正相信, |
| 69 | and like what I'll say, we're nine weeks in. | 就像我要说的,我们9周了 |
| 70 | And I'm really proud of the momentum | 我真的为这个势头感到骄傲 |
| 71 | the team has been able to build over the last nine weeks. | 团队在过去9周里 已经得以建立。 |
| 72 | One of the things we really believe, being the first | 我们真正相信的一件事,是第一个 |
| 73 | owned and operated studio, to my knowledge, | 据我所知,拥有和经营工作室 |
| 74 | since actually Walt Disney built his own shop, | 自从华特迪士尼建立了自己的店 |
| 75 | was that we would have the opportunity | 如果我们有机会 |
| 76 | to really think long term. | 真正思考长期。 |
| 77 | That means long term partnerships with talent, | 这意味着与人才的长期伙伴关系, |
| 78 | where you can basically say, don't just | 基本上你可以说,不要只是 |
| 79 | think about your next movie or your next show. | 想想你的下一部电影 或者你的下一部节目 |
| 80 | We want to build a relationship with you over a decade, | 我们想和你们建立十多年的关系 |
| 81 | and actually say, we're going to make your next four or five | 并说,我们要去 让你的下一个四或五个 |
| 82 | movies, your next four or five series, | 电影,你接下来的四五个系列, |
| 83 | and really think long term and invest for long term growth. | 并真正思考长期 投资长期增长。 |
| 84 | The great news, when you look at we had to win in content, | 好消息是,当你看到 我们不得不赢得内容, |
| 85 | and I think we're well on our way to being able to do that, | 我想我们正准备这样做 |
| 86 | if you look at specifics, we're able to get the, obviously, | 如果你看看具体细节, 我们就可以得到,很明显, |
| 87 | the UFC deal is one of the first things | UFC交易是头等大事之一 |
| 88 | we announced when we came over. | 我们来的时候就宣布了 |
| 89 | We are incredibly proud that Activision chose to partner | 我们感到非常骄傲的是 Activision选择合作 |
| 90 | with us on Call of Duty, which is the most successful video | "使命召唤",这是最成功的影片 |
| 91 | game franchise of all time, with 500 million units sold. | 游戏特许经营权 售出5亿套 |
| 92 | We're able to have James Mangold come over, | 我们可以让詹姆斯·曼戈尔德过来 |
| 93 | and obviously, is one of the greatest filmmakers working, | 显然,是伟大的电影人之一 工作, |
| 94 | to call Paramount home. | 打电话叫派拉蒙回家 |
| 95 | Boulder Light, who obviously had incredible hits | 宝尔德·莱特,显然有惊人的打击 |
| 96 | like Weapons earlier this year. | 像今年早些时候的武器。 |
| 97 | In addition to that, we've been able to secure | 除此之外,我们还能够保证 |
| 98 | high profile packages for streaming, | 用于流媒体的高知名度软件包, |
| 99 | with basically Paramount Plus. | 基本上还有派拉蒙加 |
| 100 | And then we're also really reinvigorating | 然后我们真的在重振活力 |
| 101 | what we're doing in news, with CBS News, | 我们做的新闻,与CBS新闻, |
| 102 | with the acquisition of the free press. | 获得新闻自由。 |
| 103 | And then I think when you look at CBS's broadcast lineup, | 然后我想当你看 CBS的广播排队, |
| 104 | I think we have the strongest lineup, | 我认为我们有 最强的阵容, |
| 105 | maybe arguably in the company's history. | 也许在公司的历史。 |
| 106 | And so I think we've really successfully reinvigorated | 所以,我认为我们真的 成功地振兴了 |
| 107 | the creative content engines of the company | 公司的创意内容引擎 |
| 108 | in a really short period of time. | 在很短的时间内 |
| 109 | And I think we're gonna be able to do that at scale. | 我认为我们可以在规模上做到这一点。 |
| 110 | So that's one. | 所以这是一个。 |
| 111 | Two, I think when you look at kind of 10,000 feet, | 第二,我想当你看着 大约一万英尺, |
| 112 | Silicon Valley has done an excellent job | 硅谷干得不错 |
| 113 | of really coming into Hollywood. | 真正进入好莱坞。 |
| 114 | I mean, the platform that Netflix has built, | 我是说Netflix建造的平台 |
| 115 | the platform that basically Amazon has built, | 基本上亚马逊建造的平台 |
| 116 | and these are incredible companies. | 这些是不可思议的公司。 |
| 117 | You say the platform that Amazon has built is not very good, | 你说亚马逊建造的平台不怎么好 |
| 118 | but they do have the benefit of Amazon behind. | 但他们确实有亚马逊的好处 |
| 119 | Even people who work at Amazon would acknowledge | 在亚马逊工作的人也会承认 |
| 120 | the product could be better. | 产品可能更好 |
| 121 | I think when you look at the number of subscribers, | 我认为当你看 用户数量, |
| 122 | I think they're doing okay, just from that standpoint. | 我觉得他们做的还不错 就从这个角度看 |
| 123 | But what we really wanna become, | 但我们真正想成为的 |
| 124 | we talk about becoming the most | 我们谈论成为最 |
| 125 | technologically capable media company. | 具有技术能力的媒体公司。 |
| 126 | Believe we have the capability to do that. | 相信我们有能力做到这一点。 |
| 127 | We're bringing in the appropriate leadership. | 我们正在引入适当的领导。 |
| 128 | 我们显然雇用了我们的CPO, Dane Glasgow, | |
| 129 | who was formerly obviously running product | 以前显然在经营产品 |
| 130 | 在Meta为Facebook, | |
| 131 | who was obviously a phenomenal leader | 很明显他是个了不起的领袖 |
| 132 | to come into the business. | 来进入这个行业。 |
| 133 | And we have really deep tech partnerships | 我们有着很深的技术伙伴关系 |
| 134 | that are really going to enable, we think, | 我们认为,这真的 将促成, |
| 135 | Paramount for the first time to actually build platforms | 派拉蒙首次实际构建平台 |
| 136 | 是和Netflix竞争的, | |
| 137 | that are competitive with Amazon, | 与亚马逊竞技, |
| 138 | and actually successfully grow in scale. | 并在规模上成功增长 |
| 139 | And I think you've said this, | 我想你说过 |
| 140 | you've talked about this a lot. | 你说过很多次了 |
| 141 | Given this moment in time that we exist in, | 鉴于我们存在的时刻 |
| 142 | great art and great technology need to work | 伟大的艺术和伟大的技术需要工作 |
| 143 | hand in hand together to effectuate the transition, | 携手实现过渡, |
| 144 | and the overall business is in. | 整个生意都开始了 |
| 145 | Is there some things like concrete | 有些东西像混凝土 |
| 146 | about the Paramount Plus platform right now | 关于派拉蒙+平台 现在 |
| 147 | that you think is clearly substandard, | 你认为自己显然不合格, |
| 148 | and how, I've heard you talk about | 如何,我听到你说 |
| 149 | the recommendation algorithm, right, | 推荐算法,没错, |
| 150 | and how you think that could be better. | 以及你认为这样会更好 |
| 151 | Does having a better recommendation algorithm | 是否有更好的推荐算法 |
| 152 | really gonna bring in 10 million new customers | 真正会带来1000万新客户 |
| 153 | or make people spend an extra two hours a day | 或者让人们每天多花两个小时 |
| 154 | with your service? | 与你的服务? |
| 155 | So you have to do two things. | 所以你得做两件事 |
| 156 | One, let's just talk about the asset | 一,我们来谈谈资产 |
| 157 | that we acquired and we inherited, right? | 我们获得和继承,对不对? |
| 158 | Paramount, as it exists today, | 派拉蒙,因为它今天的存在, |
| 159 | operates three streaming platforms, | 运行三个流体平台, |
| 160 | three separate tech stacks on two different clouds, | 三个不同的技术堆积 在两个不同的云层, |
| 161 | which is both inefficient and wildly expensive. | 这既低效又昂贵 |
| 162 | So if you actually said I'm gonna, | 如果你真的说我要... |
| 163 | if I had unlimited resources, this is not how you. | 如果我有无限的资源, 这不是如何你。 |
| 164 | And for those who don't follow, | 对不随顺者. |
| 165 | the three services are Paramount Plus, | 三个服务是派拉蒙加 |
| 166 | Pluto TV, and BG Plus. | 冥王星电视 还有BG Plus |
| 167 | BG Plus,没错。 | |
| 168 | So we're in the process right now | 所以,我们是在进行中 |
| 169 | of basically consolidating all of those | 基本上巩固所有这些 |
| 170 | onto a single stack, | 在一叠, |
| 171 | which will both significantly improve | 两者都将大大改善 |
| 172 | the operational capabilities of the product. | 产品操作能力。 |
| 173 | And we're doing a lot to basically overhaul | 我们做了很多工作来进行大修 |
| 174 | every single aspect of the stack. | 堆叠的每一个方面。 |
| 175 | But also the more data that you obviously get in there, | 数据越多 |
| 176 | which is the more users, | 用户越多, |
| 177 | the better you're gonna be able to recommend content. | 最好能推荐内容 |
| 178 | So we are definitely overhauling | 所以我们在整顿 |
| 179 | basically the product right now. | 基本上,现在的产品。 |
| 180 | But in addition to that, | 但除此之外,我还是要告诉你 |
| 181 | to me technology is really in service of the content, | 对我而言,科技确实在为内容服务, |
| 182 | not the other way around. | 而不是反过来。 |
| 183 | And we're gonna make significantly more shows | 我们会做更多的演出 |
| 184 | at Paramount Plus. | 在派拉蒙加。 |
| 185 | We are investing in sports rights. | 我们正在投资于体育权。 |
| 186 | When you look at the acquisition of the UFC, | 当你看着UFC的收购, |
| 187 | that is the largest sport | 这是最大的运动 |
| 188 | that is basically not shared between multiple platforms. | 这基本上不是多个平台共享的。 |
| 189 | And to basically, they have 100 million fans. | 基本上,他们有1亿粉丝。 |
| 190 | They've grown 25% from 2019 to date. | 他们从2019年至今已经增长25%. |
| 191 | They grew at that level sitting behind a double paywall. | 他们在这个级别上成长 坐在双面墙后面 |
| 192 | So we think when you eliminate that double paywall, | 所以,我们想,当你去除 双薪墙, |
| 193 | it's gonna open it up and make it much more accessible. | 它会打开它 让它更容易进入。 |
| 194 | {\fn华文楷体\fs20\bord1\shad1\1cHE0E0E0\2cH000000}你打的一張紙 | |
| 195 | is what a Paramount Plus subscription is. | 是一个派拉蒙加订阅。 |
| 196 | And then basically those 100 million fans | 然后基本上那1亿粉丝 |
| 197 | are gonna be able to get access to everything they love. | 就能接触到他们爱的一切 |
| 198 | And in addition to that, | 除此之外, |
| 199 | when you look at the overall sports strategy, | 当你观察整个运动策略时, |
| 200 | which cannot be more important to us, | 这对我们很重要 |
| 201 | Paramount had a really strong | 派拉蒙有一个很强壮的 |
| 202 | fall and spring sports calendar, | 秋天和春季运动日历, |
| 203 | but really light in the summer. | 但夏天真的很轻。 |
| 204 | You have football in the fall, | 你秋天有足球比赛 |
| 205 | you have March Madness in the spring. | 春天有三月疯人院 |
| 206 | You have some golf. | 你有一些高尔夫球。 |
| 207 | You have the Masters, | 你们有法师 |
| 208 | which we're incredibly proud to be partners with. | 我们非常自豪地成为合作伙伴。 |
| 209 | And now with UFC, we have a year long sports strategy. | 现在有了UFC,我们有一年的体育战略。 |
| 210 | And that in addition to all of the new originals | 除了所有的新原创作品 |
| 211 | that we're gonna be making for P Plus, | 我们准备做P+, |
| 212 | there's gonna be more content, | 会有更多的满足, |
| 213 | there's gonna be a better tech product. | 会有更好的技术产品 |
| 214 | That's gonna yield additional engagement and scale. | 这会得到更多的接触和规模。 |
| 215 | So I have a follow up on that, | 所以我有后续消息 |
| 216 | but I'm curious, because you mentioned Pluto. | 但我很好奇 因为你提到了冥王星 |
| 217 | You've talked a lot about combining the backend. | 你说过很多合并后端的事 |
| 218 | How likely is it that you just combine all those services | 你把这些服务结合起来的可能性有多大? |
| 219 | into one consumer facing app, | 变成一个面对应用的消费者, |
| 220 | where if you wanna watch Pluto, | 如果你想看冥王星的话,在哪里? |
| 221 | you're just going to Paramount Plus? | 你只是要去派拉蒙加吗? |
| 222 | So right now we're basically combining the backend. | 所以,现在我们基本上结合了后端。 |
| 223 | It's certainly something we've discussed and explored, | 这肯定是我们讨论和探索过的 |
| 224 | but not something we're planning to do right now. | 但不是我们现在要做的事 |
| 225 | Got it. | 明白吗? |
| 226 | And you're in the fun, spending money, | 而你在乐趣,花钱, |
| 227 | and you're showing people you're here | 你在向人们展示你在这里 |
| 228 | to reinvigorate the company phase. | 重振公司阶段。 |
| 229 | When does the less fun part? | 什么时候才有趣? |
| 230 | So look, one of the things | 所以看,一个东西 |
| 231 | that I think is actually important is | 我认为这其实很重要 |
| 232 | this business can be operated a lot more efficiently | 这个企业可以更高效地运作 |
| 233 | than it was operated in the past. | 而不是它在过去运行。 |
| 234 | And we've obviously announced two billion dollars | 我们显然已经宣布了20亿美元 |
| 235 | in obviously run rate synergies. | 很明显,运行速度的协同。 |
| 236 | We've said we're going to meaningfully, | 我们说过我们会有意义 |
| 237 | obviously exceed those targets. | 明显超过了那些目标。 |
| 238 | And from our perspective, | 从我们的角度来看 |
| 239 | we intend to do that as quickly as possible. | 我们打算尽快这样做。 |
| 240 | So that we can basically get that behind us | 这样我们就可以把事情解决掉 |
| 241 | and then have the entire team just building for the future. | 然后让整个团队为未来而建设 |
| 242 | So does that, do cuts start before the end of the year? | 那么,削减是否始于年底前? |
| 243 | I, you know I can't answer that question. | 我,你知道我不能回答这个问题。 |
| 244 | Let's go to a couple other questions | 我们再问几个问题 |
| 245 | you probably can't answer. | 你可能无法回答。 |
| 246 | We're going there already. | 我们已经去那里了。 |
| 247 | All right, all right. | 好吧,没事。 |
| 248 | Have you made an offer yet for Warner Brothers Discovery? | 你给华纳兄弟发现公司发了价吗? |
| 249 | All right, are we talking about tennis? | 好吧,我们说的是网球吗? |
| 250 | We'll get to tennis at the end. | 我们最后去打网球 |
| 251 | I already, I don't know if you saw it, | 我已经不知道你有没有看到 |
| 252 | I asked Greg Peters who is better at tennis, | 我问格雷格・彼得斯谁更擅长网球, |
| 253 | him or Bill Gates. | 他或比尔盖茨。 |
| 254 | If you can probably answer that question, he dodged. | 如果你能回答这个问题,他就躲开了。 |
| 255 | But. | 不过... |
| 256 | The honest answer, I actually can't answer that question. | 诚实的回答,我实际上无法回答这个问题。 |
| 257 | I've never seen either of them play tennis | 我从没见过他们俩打网球 |
| 258 | so I don't feel equipped to be able to do so. | 所以我觉得没有这个能力 |
| 259 | Let's go back to the offer for Warner Brothers Discovery. | 复为华纳兄弟发现品. |
| 260 | So look, we're a publicly traded company | 看,我们是一家公开交易的公司 |
| 261 | and I think we're not in a position | 我觉得我们没有地位 |
| 262 | to be able to comment on rumor or speculation of any kind. | 能够评论任何谣言或猜测 |
| 263 | Because there's a couple of rumors and speculations | 因为有一些谣言和猜测 |
| 264 | obviously out there in terms of what we may | 很明显,从我们可能得到什么 |
| 265 | or may not be doing. | 或可能不这样做。 |
| 266 | But look, what I can't comment on is people | 但我不能评论的是人 |
| 267 | that kind of understand our mindset, right? | 那种理解我们的心态,对不对? |
| 268 | I actually think, ironically, | 我其实认为,讽刺的是, |
| 269 | it was David Zasloff last year that said | 去年大卫·扎斯洛夫说 |
| 270 | consolidation of media business is important. | 巩固媒体业务很重要。 |
| 271 | And the way we approach everything is, | 而我们对待一切的方式是, |
| 272 | first and foremost, what's good for the talent community? | 首先,对人才群体有什么好处? |
| 273 | What's good for our shareholders in value creation? | 价值创造对我们的股东有什么好处? |
| 274 | And what's good for basically storytelling at large? | 基本上讲故事有什么好处? |
| 275 | And so from our standpoint, | 所以从我们的观点来看, |
| 276 | whether we were approached any acquisition, | 有没有人接近我们 |
| 277 | I actually do think there's a lot of options out there | 其实我觉得外面有很多选择 |
| 278 | in terms of what actually might be actionable | 从实际可能可采取行动的角度来看 |
| 279 | in the near future. | 在最近的将来。 |
| 280 | We would approach that through the lens | 我们会通过镜头接近 |
| 281 | of wanting to make more, not less. | 想要赚更多,而不是更少。 |
| 282 | So because the natural conclusion, | 因为自然的结论 |
| 283 | if you were to merge with Warner Brothers Discovery, | 如果你要和华纳兄弟发现公司合并 |
| 284 | is you take two companies that combines, | 你是否要两家公司结合, |
| 285 | I don't remember the content spent between the two of them, | 我不记得他们之间的内容 |
| 286 | but spend billions of dollars. | 但花费数十亿美元。 |
| 287 | And much as you're combining Skydance and Paramount, | 当你把Skydance和派拉蒙合并的时候 |
| 288 | you take money out, you would take money out there. | 你拿钱,你会拿钱在那里。 |
| 289 | Companies that merge don't tend to spend more money | 合并的公司不会花更多的钱 |
| 290 | on the other side of it. | 在另一边 |
| 291 | So what I would say, and again, | 所以,我要说什么, 再次, |
| 292 | I'm not gonna comment on Warner Brothers Discovery, | 我不会评论华纳兄弟发现, |
| 293 | but you said it when you talked about Paramount. | 但你在谈论派拉蒙的时候说了 |
| 294 | You actually need more content to yield more engagement. | 你其实需要更多的内容 产生更多的参与。 |
| 295 | And so we would actually wanna be in the business | 所以,我们真的想 在生意 |
| 296 | throughout whatever lens we were looking at | 无论我们看什么镜头 |
| 297 | of actually producing more, more movies, | 制作更多的电影 |
| 298 | more television series, more to get to scale, | 更多的电视连续剧, 更多的到规模, |
| 299 | because you need that content, | 因为你需要那内容, |
| 300 | you need that great storytelling to yield engagement. | 你需要一个伟大的故事 来让订婚。 |
| 301 | And from that standpoint, we're also in the business, | 从这个角度看,我们也在做生意 |
| 302 | first and foremost, of creating long-term value creation. | 首先,创造长期价值。 |
| 303 | And one of the things I hope we've proven, | 我希望我们能证明一件事 |
| 304 | obviously with our family, | 显然与我们的家人, |
| 305 | is we are in the business of building long-term value | 我们是在建设长期价值 |
| 306 | for shareholders, and I think we've done that successfully. | 股东,我认为我们已经成功做到这一点。 |
| 307 | You mentioned there are a lot of other things out there | 你说过外面还有很多事情 |
| 308 | that could be actionable. | 这可能是可以采取行动的。 |
| 309 | What else is on the list? | 名单上还有别的吗? |
| 310 | Same thing, I can't comment on it. | 同样的事情,我不能评论它。 |
| 311 | I'll do one more. | 我再来一次 |
| 312 | So we were told that you actually made an offer | 所以我们被告知你实际上做了一个报价 |
| 313 | for Warner Brothers Discovery that was rejected. | 对于华纳兄弟发现 被否决。 |
| 314 | Same answer. | 同样的答案。 |
| 315 | It seems like most people think, | 似乎大多数人认为, |
| 316 | I promise it's not the same question, | 我保证这不是一个问题, |
| 317 | it's a bridge to something else. | 这是通往别处的桥梁 |
| 318 | Most people think that you guys are the only ones | 大多数人认为你们是唯一一个 |
| 319 | who can get that deal done. | 谁可以完成交易。 |
| 320 | And one of the reasons is because of the relationship | 原因之一是关系 |
| 321 | between your father and the current administration. | 在你父亲和现任政府之间 |
| 322 | How would you characterize the relationship | 你怎么形容这段关系 |
| 323 | between your family and the president at the moment? | 你的家人和总统之间吗? |
| 324 | Great question, I think we have a good relationship | 问得好,我觉得我们的关系很好 |
| 325 | with the administration. | 与行政部门。 |
| 326 | And look, I think if you look to that, | 你看,我想如果你看这一点, |
| 327 | I do believe other things that have been rumored about | 我确实相信其他的传闻 |
| 328 | are very large-scale players that could potentially create | 有可能创造出 |
| 329 | monopolies, obviously, in the ecosystem. | 显然,生态系统中的垄断。 |
| 330 | And again, I think when you look at the lens | 再说一遍,我想当你看着镜头 |
| 331 | of consolidation for us, I'll keep going back to it, | 为了巩固我们, 我会继续回去, |
| 332 | it's always how do you create long-term value creation? | 它总是如何创造长期的价值创造? |
| 333 | How do you put yourself in the position | 你怎么把自己放在这个位置 |
| 334 | to produce more content, not less? | 生产更多的内容,而不是更少? |
| 335 | And how do you ultimately build something | 最终如何造出一些东西 |
| 336 | that is better for the consumer? | 这对消费者更好? |
| 337 | Not opportunities that will create things | 不是创造事物的机会 |
| 338 | like too much pricing power. | 喜欢太多定价能力。 |
| 339 | And I think if you look at our business, | 我想如果你看看我们的生意 |
| 340 | the, I hear it all the time, | 我总是听到 |
| 341 | the notion of going to seven different apps | 前往七个不同的应用程序的想法 |
| 342 | is not the greatest experience | 不是最伟大的经验 |
| 343 | from the consumer's point of view. | 从消费者的观点。 |
| 344 | And I think what we look for is really | 我觉得我们要找的是真正的 |
| 345 | how do we serve the consumer? | 我们如何为消费者服务? |
| 346 | How do we serve the talent community | 我们如何为人才服务 |
| 347 | who we are so grateful for the fact | 我们非常感激他 |
| 348 | that they have really embraced us since this acquisition | 他们从这次收购开始就一直拥抱我们 |
| 349 | and how do we create long-term value for shareholders? | 我们如何为股东创造长期价值? |
| 350 | Those are gonna be the lens | 这些是镜头 |
| 351 | in which we always approach everything. | 我们总是在其中接近一切。 |
| 352 | And what I'm, and I think we have the capital and resources | 而我是什么, 我认为我们有资本和资源 |
| 353 | to be opportunistic when those opportunities arrive. | 当机会到来时, |
| 354 | And we do have a good relationship. | 我们的关系确实很好 |
| 355 | So one opportunity you took and you mentioned earlier | 所以,一个你抓住的机会 你提到之前 |
| 356 | was buying the free press. | 购买了自由的媒体。 |
| 357 | The track record of big media companies like Paramount | 派拉蒙等大媒体公司的纪录 |
| 358 | buying digital media companies like the free press | 购买数字媒体公司如自由新闻 |
| 359 | is abysmal, at least over the last several years. | 至少在过去的几年里 情况很糟 |
| 360 | So why are you buying this company | 那你为什么买这家公司 |
| 361 | and what was the thought behind it? | 背后有什么想法吗? |
| 362 | Absolutely, so one, what our goal is in news | 绝对,所以我们的目标就是新闻 |
| 363 | is we wanna become the most trusted destination | 我们想要成为最信任的目的地 |
| 364 | in news media, that is our goal. | 在新闻媒体,这是我们的目标。 |
| 365 | And I don't think it's a controversial thing | 我觉得这没什么争议 |
| 366 | to say right now that the civil discourse | 说到现在的民间话语 |
| 367 | that currently exists is not in a great place. | 目前存在的情况并不理想。 |
| 368 | And we basically believe in all the things | 我们基本上相信一切 |
| 369 | that the free press believed in, | 自由的媒体信仰, |
| 370 | which is the, we wanna speak to the 70% of the audience | 我们想跟70%的观众谈谈 |
| 371 | that identifies themselves as center left to center right. | 将自己定位为左中右中 |
| 372 | We believe in the open exchange of ideas | 我们相信公开交换意见 |
| 373 | and then fundamentally presenting both sides | 然后从根本上呈现双方 |
| 374 | and allowing the audience to ultimately make | 最终让观众 |
| 375 | their determination about how they feel about it. | 他们决定如何看待它。 |
| 376 | But they're presented with the facts | 但他们被提出的事实 |
| 377 | and we think that the free press recognized | 我们认为自由的媒体承认 |
| 378 | some of the issues that have been occurring | 已经发生的一些问题 |
| 379 | and built a company as part of the solution to that problem. | 并建立了一家公司 作为解决这个问题的一部分。 |
| 380 | What issues are you referring to there? | 你指的是什么问题? |
| 381 | The notion of really just saying | 说真的 |
| 382 | we wanna get back into the trust business, | 我们想回到信托业务, |
| 383 | we wanna get back into the truth business. | 我们想回到真相大业 |
| 384 | And then in addition to that, when you look at news, | 此外,当你看新闻时, |
| 385 | we have, I cannot properly express | 我们有,我无法正确表达 |
| 386 | how much respect and admiration | 多么的尊重和钦佩 |
| 387 | I have for the legacy of CBS News in 60 minutes. | 我有60分钟后CBS新闻的遗产 |
| 388 | It's remarkable. | 这很了不起。 |
| 389 | And, but also the company does not have a digital strategy. | 公司也没有数字战略 |
| 390 | And one of, which is why the free press | 其中一个,这就是为什么新闻自由 |
| 391 | was a critical part of that acquisition, | 是这次收购的关键部分, |
| 392 | because you need to be able to meet people where they are. | 因为你需要能够 满足人们在那里。 |
| 393 | I'm just curious though, isn't it remaining independent-ish? | 我只是好奇,它是不是保持独立? |
| 394 | So basically the free press will obviously stay | 所以,基本上 自由的媒体显然会留下来 |
| 395 | in the digital landscape in which they're going towards, | 在他们走向的数字景观中, |
| 396 | but I also think when you talk about meeting people | 但我也认为当你谈论 与人见面 |
| 397 | where they are, that's in broadcast news. | 他们在哪里,这是在广播新闻。 |
| 398 | That's obviously on the free press's website, | 这显然在自由新闻网站上, |
| 399 | that's in podcasts. | 这是播客。 |
| 400 | But that's also eventually gonna be in direct to consumer. | 但是,这也最终会 直接与消费者。 |
| 401 | And we do wanna actually build a home in the DTC platform, | 我们确实想在DTC平台上建个房子 |
| 402 | which to my knowledge, our competitors are not doing, | 据我所知,我们的竞争者不这样做, |
| 403 | where you can actually go get all of that | 在那里你可以 真正去得到这一切 |
| 404 | in a digital environment, direct to consumer, | 在数字环境下,直接针对消费者, |
| 405 | and the free press is an accelerant | 自由新闻是加速器 |
| 406 | to be able to accomplish that goal. | 能够实现这一目标。 |
| 407 | Doesn't CBS already have a digital news network? | CBS还没有数字新闻网吗? |
| 408 | They do, but we think that this basically accelerates | 是的,但我们认为这基本上是加速 |
| 409 | and supercharges it. | 并给它充电。 |
| 410 | So based on what you said, | 所以根据你说的 |
| 411 | you have a lot of respect for CBS News, | 你对CBS新闻很尊重 |
| 412 | but in bringing in someone to completely overhaul it, | 但是,通过请人来 彻底修改它, |
| 413 | it would suggest that you thought | 这说明你认为 |
| 414 | that things weren't operating as well | 事情没有正常运转 |
| 415 | as they could have been. | 本来可以的 |
| 416 | How would you assess it, not just from a business standpoint, | 你如何评估,不只是从商业角度 |
| 417 | but from a content standpoint? | 但从内容的角度来看呢? |
| 418 | Do you feel like the news that they were putting out there | 你感觉像他们播的消息吗? |
| 419 | was where you want it to be? | 你想放在哪里吗? |
| 420 | Do you think there are things | 你认为有东西 |
| 421 | they could be doing better or worse? | 他们可能会做得更好还是更糟? |
| 422 | So as I've kind of said this before, | 正如我以前说过的 |
| 423 | I'm not gonna be in the position | 我不会在位置上 |
| 424 | of ever making political statements. | 曾经发表政治声明。 |
| 425 | Like we're an entertainment company first. | 就像我们是娱乐公司一样 |
| 426 | And we have the viewpoint of, | 我们的观点是, |
| 427 | if you're breathing, you're our audience. | 如果你有呼吸, 你是我们的观众。 |
| 428 | And we basically, and so from that standpoint, | 基本上,从这个角度看, |
| 429 | we want to entertain our audiences first. | 我们想先招待观众 |
| 430 | What I will say, and I've said this, | 我会说什么,我已经说过, |
| 431 | and I said this in a letter | 我在一封信里说 |
| 432 | I sent out to the team earlier this week, | 我本周早些时候就派队去的 |
| 433 | is that I do believe that this is an opportunity | 我相信这是一个机会 |
| 434 | when you look at where things sit, | 当你看着东西坐在哪里, |
| 435 | that we wanna be able to get back to a place | 我们想回到一个地方 |
| 436 | where everyone can have dialogue, | 在那里,每个人都可以进行对话, |
| 437 | we believe in civil discourse, | 我们相信民间言论, |
| 438 | we believe in the open exchange and debate of ideas | 我们相信公开交换意见和辩论 |
| 439 | is how you get to the right answer. | 这就是你如何得到正确的答案。 |
| 440 | And we think that there is a responsibility with news | 我们认为新闻有责任 |
| 441 | to make sure that you are promoting that. | 以确保你正在促进这一点。 |
| 442 | But at the end of the day, | 但到头来, |
| 443 | it's always up to the viewer and the audience to decide. | 总由观众和观众决定. |
| 444 | And we're in the business of first and foremost, | 我们首先要处理的事情 |
| 445 | earning their trust. | 赢得他们的信任。 |
| 446 | And that is done over time. | 这项工作是随着时间的推移进行的。 |
| 447 | And we hope that we're gonna work really hard | 我们希望我们能努力工作 |
| 448 | to earn our audience trust every day. | 每天赢得观众的信任 |
| 449 | You can understand though why | 你可以理解为什么 |
| 450 | when you're talking about restoring trust | 当你在谈论恢复信任时 |
| 451 | and speaking to everyone, | 和每个人说话, |
| 452 | you put someone in Barry's background | 你让某人进入巴里的背景 |
| 453 | primarily as an opinion columnist, right? | 主要是当意见专栏作家,对吧? |
| 454 | She's not a kind of dyed in the wool news reporter. | 她不是那种染色 在羊毛新闻记者。 |
| 455 | And there are gonna be people at CBS News | CBS新闻会有人的 |
| 456 | and there have been a lot of people outside of, | 外面有许多人 |
| 457 | journalists outside of CBS News already | 已经是CBS新闻的记者了 |
| 458 | who are seeing very concerned | 他们非常关心 |
| 459 | because opinion and news are typically kept separate. | 因为舆论和新闻一般是分开的。 |
| 460 | And now you have kind of the editorial leader | 现在你有了编辑领导 |
| 461 | of this news group whose background is an opinion. | 这个新闻组的背景是意见 |
| 462 | Yeah, I mean, look, I'll continue to say the same thing. | 是啊,我的意思是,你看, 我会继续说同样的事情。 |
| 463 | Like I'm not gonna make a political statement. | 就像我不会发表政治声明 |
| 464 | I'm really not gonna do it. | 我真的不这样做。 |
| 465 | I'm not asking a political statement, | 我不是在要求发表政治声明 |
| 466 | but you can understand maybe why some of the staff | 但你可以明白 为什么有些员工 |
| 467 | is nervous or I'm sure you got you | 紧张,否则我肯定你得到了你 |
| 468 | and your team are already ready for there | 你们的团队已经准备好了 |
| 469 | to be a bunch of leaks over the next few weeks | 在接下来的几周里成为一帮泄密者 |
| 470 | of people who don't like whatever direction | 不喜欢任何方向的人 |
| 471 | it's going in. | 进去了 |
| 472 | Yeah, Lucas, what I think I said is like, | 是的,卢卡斯,我想我说的是, |
| 473 | again, I'll keep going back to it. | 再说一遍,我会继续继续的 |
| 474 | I think if you look at the value system | 我想如果你看看价值系统 |
| 475 | that basically the free press has been operated under | 基本上,新闻自由是在 |
| 476 | really does align with the value system that we believe in, | 真正符合我们所相信的价值体系, |
| 477 | which I also believe is in line | 我也相信这是排队的 |
| 478 | with the legacy of CBS News. | 与CBS新闻的遗产. |
| 479 | And if you actually go to that, | 如果你真的去那个, |
| 480 | I do believe there are areas where we collectively | 我相信有些地方我们集体 |
| 481 | can and will do better, | 能够而且将会做得更好, |
| 482 | but I also have the utmost respect | 但我也非常尊重你 我非常尊敬你 |
| 483 | for the team that exists there. | 对于那里存在的团队。 |
| 484 | And again, I wouldn't judge us based on what I sit here | 再说一次,我不会根据我坐在这里的情况来评判我们 |
| 485 | and say today, | 并说今天, |
| 486 | judge us basically over time | 审判我们基本上 随着时间的推移 |
| 487 | as we basically prove to that. | 我们基本上证明了这一点。 |
| 488 | I mean, you know, I mean, again, | 我的意思是,你知道, 我的意思是,再次, |
| 489 | like this is gonna be one where we're gonna need | 像这样,这将是一个 我们需要的 |
| 490 | to demonstrate every single day | 以显示每一天 |
| 491 | that we're obviously earning people's trust. | 显然我们在赢得人们的信任 |
| 492 | I obviously deeply believe in the free press. | 我显然深信新闻自由。 |
| 493 | I believe in the team at CBS News | 我相信CBS新闻的团队 |
| 494 | and I believe we're gonna accomplish the goal | 我相信我们会实现这个目标 |
| 495 | of building that trusted destination news and media. | 建立可信赖的目的地新闻和媒体。 |
| 496 | You and Barry, | 你和贝瑞 |
| 497 | I don't know if this counts as politics for you, | 我不知道这对你来说是不是政治 |
| 498 | but you have a lot of common ground on a big issue, | 但你在一个大问题上有很多共同点 |
| 499 | which is Israel. | 这是以色列。 |
| 500 | And you have spoken publicly about it. | 而你已经公开谈论了这一点。 |
| 501 | Your company issued a statement expressing concern | 你的公司发表声明 表示担心 |
| 502 | about how some artists were speaking about it. | 关于一些艺术家是如何谈论它的。 |
| 503 | Why did you feel the need to speak out on that issue | 你为什么觉得需要直言不讳 |
| 504 | and how has the blowback been? | 情况如何? |
| 505 | Yeah, so look, | 是啊,所以听着, |
| 506 | just to go back to the statement that we made, right, | 回到我们所做的声明 |
| 507 | was very simply, | 很简单, |
| 508 | we made a statement that was effectively discriminating | 我们做了一个声明 实际上是歧视 |
| 509 | based on where somebody is from is wrong. | 基于某人来自哪里是错误的。 |
| 510 | And I stand by that statement. | 我支持这一声明。 |
| 511 | In addition to that, | 除此之外, |
| 512 | when you look at what's going on in the world, | 当你看着世界发生的一切 |
| 513 | the fact that we are effectively at a historic peace deal | 我们有效地达成了历史性的和平协议 |
| 514 | with hostages being returned home | 人质被送回家 |
| 515 | as early as this weekend or Monday, | 早在这个周末或星期一, |
| 516 | I think that is a historic accomplishment | 我认为这是一个历史性的成就 |
| 517 | and one that we should all be happy | 一个我们都应该快乐的 |
| 518 | so that those hostages can get home to their families. | 这样人质就可以回家找家人了 |
| 519 | I believe that there was a piece about | 我相信,有一个关于 |
| 520 | sort of some employees of yours | 你的一些员工 |
| 521 | who were upset about the statement that you put out. | 他们因你所说的话而烦恼。 |
| 522 | And I'm just curious, have you heard from, | 我只是好奇,你有消息吗? |
| 523 | and I know just from day-to-day life | 我从日常生活中知道 |
| 524 | that there are a lot of people in the talent community | 才艺界的人很多 |
| 525 | who feel a little bit differently | 感觉有点不同 |
| 526 | about this subject than you do. | 关于这个话题,你做的。 |
| 527 | Have you heard from any of them? | 你有他们的消息吗? |
| 528 | Has there, you know? | 有吗? |
| 529 | So obviously I saw that piece. | 显然我看到了那块 |
| 530 | And look, we believe in the First Amendment. | 我们相信第一修正案 |
| 531 | They are 100% entitled to their opinion. | 他们100%有权发表意见。 |
| 532 | We're entitled to ours. | 我们有权拥有我们的权利。 |
| 533 | And then no, | 然后没有 |
| 534 | we haven't heard from anybody else directly. | 我们没有从其他人那里直接听到。 |
| 535 | Got it. | 明白吗? |
| 536 | We haven't talked about your dad at all, | 我们根本没谈你爸 |
| 537 | who is the biggest shareholder in your company, | 他是你公司的最大股东 |
| 538 | I believe, or one of. | 我相信,或其中一个。 |
| 539 | Yeah, absolutely. | 当然 |
| 540 | The deal that you don't want to talk about | 你不愿谈的交易 |
| 541 | that you might do would also be thanks in part | 你可能做的 也会部分感谢 |
| 542 | to his largest. | 为他最大的。 |
| 543 | What advice has he given you about running a big company | 他对你经营大公司有什么建议? |
| 544 | and what is the relationship between the two of you like? | 你们俩是什么关系? |
| 545 | So look, my father and I couldn't have | 所以看,我父亲和我不可能 |
| 546 | a better relationship. | 一个更好的关系。 |
| 547 | We talked just about every day or every other day. | 我们只谈了一天或一天。 |
| 548 | You know, look, he's a pretty phenomenal mentor. | 你看,他是一个相当惊人的导师。 |
| 549 | And I think, you know, | 我觉得,你知道, |
| 550 | I think especially when you look at it | 我觉得特别当你看的时候 |
| 551 | from a shareholder capacity, | 股东资格, |
| 552 | I think he has about as good of a track record | 我觉得他有那么好的记录 |
| 553 | as you can get for actually creating value. | 用于实际创建值。 |
| 554 | If you look at the growth of Oracle this year | 如果你看今年甲骨文的成长 |
| 555 | across everything he's done in our businesses | 他对我们生意所做的一切 |
| 556 | and as well as, you know, | 还有,你知道, |
| 557 | our stock has obviously also performed since we closed. | 我们的股票显然也完成了 因为我们关闭。 |
| 558 | And so, you know, from that standpoint, | 所以,从这个角度看, |
| 559 | you know, he is focused on how do we maximize value | 你知道,他专注于 我们如何最大化价值 |
| 560 | for our shareholders. | 我们的股东。 |
| 561 | I think he's one of the best in the world at doing that. | 我认为他是世界上最擅长的 |
| 562 | And I think that's a voice that everyone | 我想这是每个人的声音 |
| 563 | should be really happy about the fact | 这件事应该很快乐 |
| 564 | that that's obviously, you know, | 这很明显,你知道, |
| 565 | helping to guide and steer the company. | 帮助引导和引导公司。 |
| 566 | So from that standpoint, and look, | 所以从这个角度看, |
| 567 | the other thing I would say is, you know, | 我想说的是,你知道, |
| 568 | I've had phenomenal mentors that I'm grateful to, | 我有过惊人的导师 我很感激, |
| 569 | you know, including Steve Jobs and David Geffen. | 包括史蒂夫·乔布斯和大卫·吉芬 |
| 570 | And honestly, I'm grateful for everything | 老实说,我感激一切 |
| 571 | I've been able to learn from them. | 我从他们那里学到了东西 |
| 572 | And we couldn't have a better relationship. | 我们没有更好的关系了 |
| 573 | And when you say guide and steer, | 当你说引导和引导, |
| 574 | so are you like, how often is, | 所以,你喜欢, 多久是, |
| 575 | you talk to your dad every day, | 你每天都跟你爸说话 |
| 576 | you're talking about the company every day? | 你每天都在谈论公司? |
| 577 | Like, is he, I think a lot of people who work there | 喜欢,他是,我认为很多人 谁在那里工作 |
| 578 | want to know, right? | 想知道,对不对? |
| 579 | Like, is ultimately, you know, | 就像,最终,你知道, |
| 580 | Larry Ellison怎么会在派拉蒙? | |
| 581 | So look, I run the company day to day. | 你看,我每天经营公司。 |
| 582 | Make no mistake about that. | 这点不要错 |
| 583 | He is the largest shareholder in the business. | 他是企业的最大股东。 |
| 584 | And I think what's important for everybody to know | 我想对每个人都很重要 |
| 585 | is the way he approaches this is, | 他就是这样对待的, |
| 586 | how do we maximize value for our shareholders? | 我们如何最大限度地提高股东的价值? |
| 587 | And he's exceptional at that. | 他非常特别 |
| 588 | Given the amount of money | 这么多钱 |
| 589 | that you guys have at your disposal, | 你们可以支配的, |
| 590 | you mentioned shareholders. | 你提到股东。 |
| 591 | Like, why not just take the company private? | 喜欢,为什么不只是 公司私人? |
| 592 | So great question. | 问得好 |
| 593 | One, we actually think it's very, it's really simple. | 第一,我们实际上认为它非常,非常简单。 |
| 594 | It goes back to that question of value. | 它又回到了价值问题。 |
| 595 | We think there is actually more value and more opportunity | 我们认为实际上有 更多的价值和更多的机会 |
| 596 | in being a public company than being a private company. | 作为一家公营公司,而不是私营公司。 |
| 597 | And given, so your dad's, you've got Paramount. | 给,所以你爸爸的,你有派拉蒙。 |
| 598 | Your dad seems to be involved | 你爸爸好像也参与其中了 |
| 599 | in the new ownership consortium for TikTok in the US. | 在美国TikTok的新所有权集团中。 |
| 600 | You maybe have the Warner Brothers discovery deal. | 你也许有华纳兄弟的发现交易。 |
| 601 | What do you say to people? | 你对别人怎么说? |
| 602 | You're going right to questions I can't actually answer. | 你正要回答我无法回答的问题 |
| 603 | No, no, but this is, I think you can answer this one. | 不,不,但这是, 我想你可以回答这个。 |
| 604 | What do you say to people who seem, | 你对看起来... |
| 605 | who are concerned that there's just like an, | 他们担心有一样的, |
| 606 | an Ellison slash Ellison Trump plot | 埃利森·埃利森·特朗普的阴谋 |
| 607 | to just like corner the media business? | 就像媒体生意的转角? |
| 608 | You've got Elon with Twitter. | 你有伊隆的微博。 |
| 609 | No, I know where you're going. | 不,我知道你们要去哪里。 |
| 610 | Look, it's, | 听着,这是, |
| 611 | under the headline of doing better, | 在做更好的标题, |
| 612 | I can, I can only speak to, look. | 我可以,我只能说话,你看。 |
| 613 | I think I can speak to my personal state of mind, right? | 我想我可以谈谈我的个人状态,对不对? |
| 614 | Is that fair? | 公平吗? |
| 615 | Am I, am I permitted to do that? | 我被允许这么做吗? |
| 616 | So what I can tell you is that conversation | 所以,我可以告诉你的就是那个对话 |
| 617 | has never once been discussed or brought up. | 从来没有被讨论或提起过。 |
| 618 | You know, when we basically approach things, | 你知道,当我们基本上接近事物, |
| 619 | it is going back to always, | 它会回到永远, |
| 620 | how do we create basically value for shareholders? | 我们如何为股东创造基本价值? |
| 621 | And look, go back to what I've been doing | 你看,回到我一直在做的东西 |
| 622 | like the last 15 years of my life, right? | 就像我生命的最后15年,对不对? |
| 623 | I mean, like this is, it's, sorry, | 我的意思是,像这样, 这是,对不起, |
| 624 | I kind of look at this and I'm like, can we, | 我有点看这个,我想,我们可以, |
| 625 | this is the last 20 plus years of my life not equate. | 这是我生命中最后20年的岁月 |
| 626 | And what I mean by that is, | 我的意思是,这是, |
| 627 | I went to film school at USC, right? | 我在USC上过电影学校 对吧? |
| 628 | I started when I, | 我开始的时候, |
| 629 | I literally started in this business when I was 18 years old. | 我从18岁开始做这个生意 |
| 630 | I fell in love with movies | 我爱上了电影 |
| 631 | when I was literally a little kid. | 当我还是个孩子的时候 |
| 632 | And, you know, my mom and I would go to the movies | 我妈妈和我去看电影 |
| 633 | every single weekend. | 每个周末 |
| 634 | That's literally what we did without fail. | 这就是我们所做的事,没有失败。 |
| 635 | We went 52 weeks a year | 我们一年去52周 |
| 636 | and just saw anything that was playing. | 刚刚看到什么在玩。 |
| 637 | And, you know, we had a VHS collection of, you know, | 而且,你知道,我们有一个VHS集,你知道, |
| 638 | at home where like me and my sister's idea | 在家里,像我和我妹妹的想法 |
| 639 | of like the greatest day on a Sunday was, | 就像星期天最棒的一天一样 |
| 640 | let's go watch all the Rocky movies back to back | 我们回去看洛奇的电影吧 |
| 641 | in one day or let's go watch the Star Wars trilogy. | 一天之内或者我们去看"星球大战"三部曲 |
| 642 | So I have literally loved this business | 所以我非常喜欢这行 |
| 643 | and love storytelling since I was a kid. | 我从小就喜欢讲故事 |
| 644 | I went to school for it. | 我是为了这个上学的 |
| 645 | I built Skydance and launched it in 2010. | 我建造了Skydance并于2010年推出. |
| 646 | Really with the understanding that the disruption | 真正的理解是 破坏 |
| 647 | between the bridge that has been built | 已经建成的桥梁之间 |
| 648 | between Silicon Valley and Hollywood was gonna happen. | 在硅谷和好莱坞之间 |
| 649 | We saw that over 15 years ago. | 我们15年前就看到了。 |
| 650 | We built a company that was, you know, | 我们建立了一家公司, 你知道, |
| 651 | the tip of the spear for that disruption | 刺破的矛尖 |
| 652 | on the content creation side | 在内容创建方面 |
| 653 | with one of our guiding thematics always being | 我们的指导主题之一总是 |
| 654 | where entertainment is heading, right? | 娱乐正走向何处,对不对? |
| 655 | You know, the slate deal we did | 你知道,我们所做的交易 |
| 656 | where we got all of the Crown Jewels | 我们在那里得到了所有皇冠珠宝 |
| 657 | and Paramounts franchises without taking things | 和不带物品的派拉蒙人 |
| 658 | that are normally put into those kind of deals | 通常被投入到这种交易中 |
| 659 | was revolutionary at the time. | 当时是革命性的 |
| 660 | 我们的第二辑 Grace和Frankie | |
| 661 | 我们去了Netflix | |
| 662 | before House of Cards was released | 在卡片之家发行之前 |
| 663 | because we believed in the anything, anywhere, | 因为我们相信任何东西,任何地方, |
| 664 | anytime and any device before it had been proven. | 随时随地 任何装置 之前已经证明。 |
| 665 | We've taken early bets into interactive and virtual reality | 我们早点下注了互动和虚拟现实 |
| 666 | and we took temple movies direct to consumer | 我们直接拍庙会电影给消费者看 |
| 667 | during a time period where we thought | 在这段时间里,我们想 |
| 668 | that that was the right thing to do. | 这样做是正确的。 |
| 669 | So from that standpoint, I have always loved | 所以从这个角度看,我一直喜欢 |
| 670 | and believed in this business. | 并相信这件事情。 |
| 671 | I love storytelling. | 我喜欢讲故事 |
| 672 | I believe in the value of basically entertainment | 我相信娱乐的价值 |
| 673 | and media and what these stories mean | 媒体和这些故事的意义 |
| 674 | and it's a privilege to get to tell them in our culture. | 我们有幸在文化中告诉他们 |
| 675 | And as it relates to news, | 至于新闻, |
| 676 | which is the other part of the question you're asking, | 这是你问的另一个问题, |
| 677 | we really do want to be in the trust business | 我们真的想做信托生意 |
| 678 | first and foremost. | 首先是 |
| 679 | We really do want to talk to that 70% of the audience | 我们真的想跟70%的观众谈谈 |
| 680 | and we want to get back to having | 我们想要回到拥有 |
| 681 | that level of civil discourse. | 那种程度的民间言论。 |
| 682 | So none of those things that have been talked about | 所以,这些事情 已经谈论 |
| 683 | have ever been discussed | 曾经讨论过 |
| 684 | inside of my relationship with my dad. | 我和我爸的关系 |
| 685 | On the tech front, | 在技术方面, |
| 686 | because you talk about that kind of seeing the friction | 因为你在谈论看到摩擦 |
| 687 | between Hollywood and Silicon Valley early, | 在好莱坞和硅谷之间的早期, |
| 688 | the other sort of big boogeyman in the news right now is AI. | 现在新闻里另一个大怪物是AI |
| 689 | What is your perception of Sora? | 你对苏拉的看法是什么? |
| 690 | Are you guys opting out of your product being in there? | 你们在选择退出你们的产品吗? |
| 691 | How are you thinking about using AI? | 你想用人工智能吗? |
| 692 | Yeah, so I'd say two things to that, right? | 是啊,所以我会说两件事,对不对? |
| 693 | Like fundamentally, we're in the business | 根本上说,我们是做生意的 |
| 694 | of building, creating, and protecting | 建设、创造和保护 |
| 695 | value of intellectual property. | 知识产权的价值。 |
| 696 | So we've been in that business, | 所以我们一直在做这个生意, |
| 697 | we always continue to be in that business. | 我们总是在做这个生意。 |
| 698 | Look, there's a really healthy debate around inputs | 你看,有一个非常健康的辩论 关于投入 |
| 699 | that I don't really want to get into | 我真的不想进去 |
| 700 | because we don't have enough time. | 因为我们没有足够的时间。 |
| 701 | But I think when you look at the outputs, | 但我想当你看产出时 |
| 702 | those need to be protected. | 这些需要保护。 |
| 703 | Copyright basically needs to be protected | 版权基本上需要保护 |
| 704 | on the outputs of those businesses. | 这些企业的产出。 |
| 705 | But what I would also say is, | 但我也会说, |
| 706 | as an industry, we do need to embrace technology. | 作为一个行业,我们确实需要接受技术。 |
| 707 | And I think if you look at artificial intelligence, | 我认为如果你看看人工智能 |
| 708 | there are several areas to where AI | 有几个领域是AI |
| 709 | is gonna impact our business. | 将会影响我们的生意。 |
| 710 | And I actually think it's important to do it | 我其实认为这样做很重要 |
| 711 | in a way that is responsible, | 以负责的方式, |
| 712 | that is fundamentally a tool for artists. | 这基本上是艺术家的工具。 |
| 713 | So I'll go back to a Pixar story | 所以我会回到皮克斯的故事 |
| 714 | and forgive the semi-long answer to this, | 并原谅这个半长的答复, |
| 715 | but I'll go to this as one that I happen | 但我会做为我所做的事 |
| 716 | to be able to live through. | 能度众生. |
| 717 | I remember basically when Steve and John Lassiter | 我基本上记得史蒂夫和约翰・拉西特 |
| 718 | basically built Pixar, the attack on them at the time | 基本上建造了皮克斯,当时攻击他们 |
| 719 | was that they didn't like animators | 他们不喜欢动画师 |
| 720 | and they didn't like the media of animation. | 他们不喜欢动画的媒体 |
| 721 | Which when you talk to either John or Steve, | 当你跟约翰或史蒂夫说话时 |
| 722 | John who was a classically trained Walt Disney animator, | 约翰是一个古典训练的 华特迪士尼动画师, |
| 723 | they loved storytelling, they loved animation. | 他们喜欢讲故事 他们喜欢动画 |
| 724 | What they said was, we are just giving the artists | 他们说,我们只是给艺术家 |
| 725 | a new pencil to actually enable them to draw | 新的铅笔可以让他们实际绘制 |
| 726 | and create something they've never been able | 创造出他们从未有过的东西 |
| 727 | to create before. | 来创造之前。 |
| 728 | And I think the reality is, | 我认为现实是, |
| 729 | is much like when James Cameron in 1992 | 和1992年詹姆斯·卡梅隆一样 |
| 730 | basically started doing digital comps | 基本上开始做数字计算 |
| 731 | as opposed to optical comps, | 而非光学计算, |
| 732 | and that was a controversial thing at the time as well, | 这在当时也是个有争议的问题, |
| 733 | I do think you are in one of these inflection point moments | 我确实觉得你正处在其中的一瞬间 |
| 734 | where the software CPU pipelines are going to start | 将启动软件 CPU 管道 |
| 735 | to be augmented or replaced by model-driven GPU pipelines. | 由模型驱动的GPU管道加以扩充或取代。 |
| 736 | And there's a responsible way to do that | 有个负责任的方法 |
| 737 | and there's an irresponsible way to do that. | 并有一个不负责任的方法做到这一点。 |
| 738 | We're going to err on the side of basically partnering | 我们会错在伙伴关系的一边 |
| 739 | with that technology to do it in a way | 以这种技术的方式 |
| 740 | that we think is good for artists. | 我们认为对艺术家有好处 |
| 741 | My last question is a short one | 我最后一个问题是一个很短的问题 |
| 742 | so that the folks in the back don't kill me. | 这样后面的人就不会杀了我 |
| 743 | Who's a better pilot, you or Tom Cruise? | 你还是汤姆·克鲁斯? |
| 744 | Yeah, I'm not. | 不,我没有。 |
| 745 | I'm not. | 我没有。 |
| 746 | I'll plead the fifth on that one. | 我会在那个案子上申辩 |
| 747 | I'll plead the fifth on it. | 我将申第五论. |
| 748 | No, look, what I'll say is, | 不 听着 我要说的是 |
| 749 | Tom is an exceptional pilot. | 汤姆是个出色的飞行员 |
| 750 | Like I'll actually say, | 就像我会说, |
| 751 | I started flying when I was 13 years old | 我13岁时就开始飞了 |
| 752 | and by the time I was 20, | 在我20岁的时候 |
| 753 | I was one of the top 10 aerobatic pilots in the country. | 我是全国十大气囊飞行员之一 |
| 754 | So literally like flying air shows | 所以,从字面上来说,就像飞行的空气显示 |
| 755 | like 300 miles an hour, 15 feet off the ground. | 就像每小时300英里 离地面15英尺 |
| 756 | So that was a wonderful chapter in my life. | 那是我一生中最美好的一页 |
| 757 | But I think the training that he did | 但我认为他做的训练 |
| 758 | to be able to do the sequences in Mission Impossible, | 无法完成任务序列 |
| 759 | the fact that he captured all of that filming | 他抓住了所有拍摄过程 |
| 760 | 在Top Gun Maverick的镜头中, | |
| 761 | for me, he's just the gold standard | 对我来说,他只是金本位 |
| 762 | and I have nothing but the utmost admiration | 我只有最钦佩的 |
| 763 | and respect for him. | 并尊重他, |
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