The Social Radars - Ron Conway, Founder, SV Angel
发布时间:2024-05-22 17:00:00
原节目
以下是将原文翻译为中文:
在“社交雷达”(The Social Radars)播客的首集节目中,杰西卡·利文斯顿 (Jessica Livingston) 和卡罗琳·利维 (Carolyn Levy) 采访了罗恩·康威 (Ron Conway),一位在硅谷拥有丰富经验的著名天使投资人,其职业生涯横跨 Web1、Web2 和 Web3 时代。本集节目深入探讨了康威的童年和早期职业生涯,揭示了塑造他创业精神和投资理念的早期经历。
康威在旧金山长大,是十二个孩子中的一个。他的创业背景源于他的祖母,一位城市里的先锋女性企业家,她创办了一家航运公司,负责将石油从萨克拉门托运到旧金山湾进行提炼。他的父亲也从事创业活动,建造和租赁集装箱,这在 20 世纪 50 年代和 60 年代的集装箱运输革命中发挥了重要作用。
由于家庭人口众多,康威从小就拥有很大的独立性。他回忆起和兄弟姐妹们在旧金山动物园度过的夏天,他们对动物园的了解比饲养员还要多。为了在高中的时候挣钱买车,他洗过碗。
康威就读于圣荷西州立大学,主修政治学。他分享说,他写了一篇关于政治腐败的论文,论文中提到的候选人引发了一项调查。
大学毕业后,康威加入了美国国家半导体公司,担任经济研究分析师。后来,他转到市场营销部门。当时,催化转化器成为了汽车的必要补充,目的是调节碳排放。美国国家半导体公司输掉了所有的竞标,于是康威和他的首席营销官工程师们构建了自己的 CMOS 芯片。然后他们去了通用汽车,但告诉他们,他们必须购买其他芯片作为交易的一部分。
他回忆起首席执行官查理·斯波克 (Charlie Spork) 灌输的强烈职业道德,他会解雇那些被发现偷懒的员工。公司的股权计划帮助他支付了第一套房子的首付。他提到,与客户建立良好关系是赢得交易的关键。
康威强调了与客户建立真诚关系的重要性,并分享了他如何建立超越典型买卖关系的友谊。这些牢固的关系对于确保交易至关重要,并且被证明是他整个职业生涯中持久的原则。
离开美国国家半导体公司后,康威被阿尔托斯电脑公司 (Altos Computer) 聘用。阿尔托斯是一家微型计算机公司,正在颠覆小型计算机行业。他获得了整个公司 2% 的股份,然后聘请了一位人士来建立分销渠道,以颠覆计算机行业。凭借这些新的分销渠道,他们成为了当时增长最快的的小企业之一。
该公司于 1982 年上市,距离康威加入仅三年。他提到了红杉资本 (Sequoia Capital) 的风险投资支持以及与律师拉里·索尼尼 (Larry Sonsini) 合作进行首次公开募股的重要性。事实证明,这是一次巨大的成功。
他还提到,半导体行业孕育了硅谷许多其他高管职位。在取得成功之后,它开始衰落,因为他们固步自封,个人电脑颠覆了微型计算机行业。然后他们将公司卖给了宏碁 (Acer)。从这次经历中,他学到要始终进行自我颠覆。
在那之后,他收购了一家从事培训的软件公司。然而,他发现对于软件来说,必须将 60% 的资金花在营销上。
播客节目最后,康威讲述了他决定转型为天使投资人的故事,这源于与唐·瓦伦丁 (Don Valentine) 的讨论,后者邀请他旁听董事会会议,并学习风险投资的窍门。不久之后,他成为了 Band of Angels 的一员,该组织资助了近一千家公司。讨论以康威提到他的第一笔投资是人工智能而结束。
In the inaugural episode of "The Social Radars" podcast, Jessica Livingston and Carolyn Levy interview Ron Conway, a renowned angel investor with extensive experience in Silicon Valley spanning Web1, Web2, and Web3 eras. The episode delves into Conway's childhood and early career, shedding light on the formative experiences that shaped his entrepreneurial spirit and investment philosophy.
Conway grew up in San Francisco as one of twelve children. His entrepreneurial background stems from his grandmother, a pioneering female entrepreneur in the city, who started a shipping company that transported oil from Sacramento to the San Francisco Bay for refinement. His father also had an entrepreneurial venture, building and leasing shipping containers, which played a significant role in the shipping containerization revolution of the 1950s and 60s.
With such a large family, Conway had a lot of independence from a young age. He recalled summers spent with his siblings exploring the San Francisco Zoo, where they knew the grounds better than the zookeepers. To earn money for a car in high school, he washed dishes.
Conway attended San Jose State and majored in political science. He shared that for a paper he wrote about political corruption, the candidate mentioned spurred an investigation.
After college, Conway joined National Semiconductor as an economic research analyst. Later, he transitioned to marketing. At the time, catalytic converters became a necessary addition to cars, with the goal to regulate the carbon output. National Semiconductor lost all of the bids, so Conway and his CMO engineers built their own CMOS chip. Then they went to General Motors, but told them that they had to buy other chips as part of the deal as well.
He recalls the strong work ethic instilled by CEO Charlie Spork, who would dismiss employees caught slacking. The company's equity program helped him make a down payment on his first house. He mentions that having relationships with customers was what helped win deals.
Conway emphasized the importance of building genuine relationships with customers, sharing how he forged friendships that went beyond the typical buy-sell dynamic. These strong relationships were crucial for securing deals and proved to be a lasting principle throughout his career.
From National Semiconductor, Conway was recruited to Altos Computer. Altos was a microcomputer company disrupting the mini computer industry. He took 2% of the entire company and then he hired someone to build the distribution channels to disrupt the computer industry. With these new distribution channels, they became one of the fastest growing small businesses at the time.
The company went public in 1982, three years after Conway joined. He mentioned the significance of having venture backing from Sequoia Capital and working with attorney Larry Sonsini for the IPO. This turned out to be a massive success.
He also mentioned how the semiconductor industry gave rise to many other executive roles throughout Silicon Valley. After success, it declined because they rested on their laurels and the personal computer disrupted the microcomputer industry. They then sold their company to Acer. From the business, he learned to always disrupt yourself.
After that, he bought a software company that did training. However, he found that with software, you had to spend 60% on marketing.
The podcast episode concluded with Conway's decision to transition into angel investing, prompted by discussions with Don Valentine, who invited him to observe board meetings and learn the ropes of venture capital. Shortly after, he became a part of the Band of Angels, who funded nearly a thousand companies. The discussion ended with Conway mentioning the very first investment he made was in AI.