Fortune | FORTUNE 2024年10月17日
Jeff Bezos says Elon Musk’s SpaceX will be successful ‘for sure’ but there’s ‘room for a bunch of winners’ in space—including Blue Origin
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文章讲述贝索斯在采访中对马斯克的评价,以及他在Blue Origin的领导理念,包括加速决策、应用亚马逊的经验等。还提到亚马逊与Blue Origin的一些争议,以及SpaceX的成功和行业领先地位。

🎯贝索斯认为自己和马斯克在某些方面想法相似,且肯定马斯克是有能力的领导者。他从亚马逊辞职担任Blue Origin执行主席,是为给太空业务增加紧迫感。

💡贝索斯提出加速Blue Origin的关键是加快决策。亚马逊以客户为中心,Blue Origin则要成为最具决策力的公司。他阐述了双向门和单向门决策的区别。

🚫贝索斯指出公司达成协议的两种错误方式,一是妥协,二是靠谁更顽固来解决分歧。他强调在Blue Origin要避免这些,遇到问题应向上汇报。

💥贝索斯的亚马逊和Blue Origin引发了一些争议,如亚马逊的Project Kuiper在选择发射合作伙伴时排除了SpaceX,引发投资者起诉。

🌟尽管SpaceX在太空领域取得诸多成功,贝索斯认为太空领域有空间容纳多个赢家,包括Blue Origin和其他公司。

The space rivalry between the two billionaires has been well documented. But in an interview with the Lex Fridman Podcast posted Thursday, the Amazon founder struck a diplomatic note, acknowledging that in some ways the two are “very like-minded” and that Musk had to be a “capable leader” to build SpaceX and Tesla.Instead, Bezos spoke more about his own leadership approach at Blue Origin, saying that the “primary reason” he resigned a few years ago as CEO at Amazon—where he’s now executive chairman—was to add a “sense of urgency” to the space business he founded 23 years ago.Read more: How Jeff Bezos’s ‘truth telling’ culture led to big ideas like Amazon PrimeA key way Bezos intends to accelerate Blue Origin is to speed up its decision making. Whereas Amazon’s goal is to be “the world’s most customer-obsessed company,” he said, Blue Origin is “going to become the world’s most decisive company.” Amazon lessons for Blue OriginTo get there, he’ll apply lessons he learned while leading Amazon for decades. Bezos described for instance the difference between two-way-door decisions and one-way-door decisions. The latter are “irreversible” and “should be elevated up to the senior executives, who should slow them down and make sure the right thing is being done.” By way of example, he said, Blue Origin changing its mind about which propellants to use in a space vehicle’s different stages “would be a very big setback, so that’s the kind of decision you scrutinize very, very carefully.” But mostly companies encounter two-way-door decisions, Bezos said, where if it turns out to be the wrong choice, “you can come back in and pick another door.” These decisions should be made quickly by individuals or “very small teams deep in the organization…in the full understanding that you can always change your mind.” He’s also applying lessons learned about two “really bad” ways to reach an agreement at a company. One is compromise, where disagreeing parties settle on something that isn’t true in order to move on. For example, if they disagree on how high the ceiling is, he said, with one saying it’s 12 feet high and the other saying it’s 11, they might compromise with 11.5 feet—instead of using a tape measure to determine the actual truth.The other mistake, which happens all the time, Bezos said, is to resolve the disagreement by “just who’s more stubborn.” “They just have a war of attrition,” he said, “and whichever one gets exhausted first capitulates to the other one. Again, you haven’t arrived at truth, and this is very demoralizing.”At Blue Origin, Bezos tells his team to “never get to a point where you are resolving something by who gets exhausted first. Escalate that. I’ll help you make the decision.” Launching controversy But Bezos’s proximity to both Amazon and Blue Origin has led to controversy. A notable example is with Amazon’s Project Kuiper, which intends to challenge SpaceX’s well-established Starlink by also offering broadband internet access around the globe via satellites in low Earth orbit. Last year, Amazon announced the launch partners for getting its planned 3,000-plus Kuiper satellites into orbit. While it contracted Bezos’s own Blue Origin—along with Europe’s Arianespace and United Launch Alliance, a joint venture of Boeing and Lockheed Martin—for up to 83 launches, it notably snubbed Musk’s SpaceX. That prompted Amazon investors to sue the company’s leadership, alleging they “excluded the most obvious and affordable launch provider, SpaceX, from its procurement process because of Bezos’s personal rivalry with Musk.” The investors also said there was a “glaring conflict of interest,” with Amazon funneling money to Blue Origin when Bezos owned the latter and was executive chairman of the former. This week, Amazon sought to have the lawsuit dismissed, 10 days after announcing an agreement with SpaceX for three launches of its Kuiper satellites. “The claims in the shareholder lawsuit had no impact on our procurement plans for Project Kuiper, including our recently disclosed launch agreement with SpaceX,” an Amazon spokesperson told Fortune. “The claims in that suit are completely without merit, and we look forward to showing that through the legal process.”SpaceX successEither way, Amazon and Blue Origin have watched Musk’s space company race ahead in important areas.In April 2021, NASA awarded SpaceX a sole contact worth $2.9 billion for its lunar landing system. Blue Origin, which had competed for what it thought would be two contracts, sued the space agency over the decision, but it lost the case later that year. Meanwhile Amazon’s Project Kuiper is trying to catch up with Starlink but has a long way to go.Starlink, which offers broadband service globally, including in remote areas, already has more than 5,000 satellites in operation. Its satellites can beam data to one another using more than 8,000 lasers across the constellation, making for a faster, more reliable service. In contrast to this flurry of progress, Amazon launched two prototype satellites only in October, announcing this week that they had successfully used lasers to beam data between them. In the meantime Starlink is racing ahead, with more than 2 million active users. Costco recently began selling Starlink receivers, and this week SpaceX received U.S. approval to test direct-to-cell calls via Starlink in partnership with T-Mobile.This year, SpaceX has notched more than 90 successful launches of its Falcon 9 and Falcon Heavy rockets, and it’s become a juggernaut in the industry. It hit a near $180 billion valuation this week based on an ongoing secondary share sale, making it one of the world’s most valuable private companies. But Bezos said that while “SpaceX is going be successful for sure,” there’s “room for a bunch of winners” in space, including Blue Origin and others. He noted that with the internet, “there are lots of winners at all scale levels,” adding, “That’s what we want to see in space.”

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