如何创建Google
如何创建Google
2024年3月
(这是我对14岁和15岁的孩子们做的一次演讲,内容是如果他们以后想创业,现在应该做什么。很多学校认为他们应该告诉学生一些关于创业的事情。这就是我认为他们应该告诉学生的。)
你们大多数人可能认为,当你们进入所谓的现实世界时,你们最终将不得不找某种工作。这不是真的,今天我要谈论一个你可以用来避免找工作的技巧。
这个技巧就是创办自己的公司。所以这不是避免工作的技巧,因为如果你创办自己的公司,你会比有一份普通工作时更努力工作。但是你会避免工作中带来的许多烦人的事情,包括老板告诉你该做什么。
从事自己的项目比从事别人的项目更令人兴奋。你也可以变得富有得多。事实上,这是真正致富的标准方法。如果你看看偶尔在媒体上发布的最富有的人名单,几乎所有人都是通过创办自己的公司做到的。
创办自己的公司可以意味着从开理发店到创办Google的任何事情。我在这里要谈论的是这个连续体的一个极端端。我要告诉你如何创建Google。
连续体的Google端的公司在年轻时被称为初创公司。我了解它们的原因是,我妻子杰西卡和我创办了一个名为Y Combinator的组织,它基本上是一个初创公司工厂。自2005年以来,Y Combinator已经资助了4000多家初创公司。所以我们确切地知道创办初创公司需要什么,因为我们过去19年来一直在帮助人们做这件事。
你可能会认为我说要告诉你如何创建Google是在开玩笑。你可能在想”我们怎么能创建Google?“但这实际上就是创建Google的人在开始之前所想的。如果你告诉Google的创始人拉里·佩奇和谢尔盖·布林,他们即将创办的公司有一天会价值超过万亿美元,他们的大脑会爆炸。
当你开始做初创公司时,你只能知道它似乎值得追求。你不知道它会变成一家价值数十亿美元的公司还是一家倒闭的公司。所以当我说我要告诉你如何创建Google时,我的意思是我要告诉你如何达到可以创办一家公司的程度,这家公司成为Google的机会与Google在开始时成为Google的机会一样多。[1]
你如何从现在的位置达到可以创办成功初创公司的程度?你需要三样东西。你需要擅长某种技术,你需要一个关于你要构建什么的主意,你需要联合创始人来一起创办公司。
你如何变得擅长技术?你如何选择要擅长哪种技术?这两个问题的答案原来是相同的:做你自己的项目。不要试图猜测基因编辑、大语言模型或火箭是否会成为最有价值的技术。没有人能预测这一点。只要做你最感兴趣的事情。你会对你感兴趣的事情比因为你认为应该做而做的事情更努力工作。
如果你不确定要擅长哪种技术,那就擅长编程。这是过去30年普通初创公司的来源,而这在未来10年内可能不会改变。
你们中那些在学校上计算机科学课程的人现在可能在想,好吧,我们已经搞定了。我们已经在学习所有关于编程的知识。但是抱歉,这还不够。你必须做你自己的项目,而不仅仅是在课堂上学习东西。你可以在计算机科学课程中取得好成绩,但从来没有真正学会编程。事实上,你可以从顶尖大学毕业,获得计算机科学学位,但仍然不擅长编程。这就是为什么所有科技公司都会让你参加编程测试才会雇佣你,不管你去过什么大学或在那里表现如何。他们知道成绩和考试成绩证明不了什么。
如果你真的想学会编程,你必须做你自己的项目。那样你学得快得多。想象一下,你在写一个游戏,里面有你想做的事情,而你不知道怎么做。你会比我快得多地弄明白如何做,比你在课堂上学到任何东西都快。
不过,你不必学习编程。如果你想知道什么算作技术,它实际上包括你可以用”制造”或”构建”这个词描述的一切。所以焊接算,制作衣服算,制作视频也算。无论你最感兴趣的是什么。关键的区别在于你是在生产还是在消费。你在写电脑游戏,还是在玩电脑游戏?这就是分界线。
苹果公司的创始人史蒂夫·乔布斯在青少年时期花时间研究书法——你在中世纪手稿中看到的那种美丽书写。没有人,包括他自己,认为这会对他的职业生涯有帮助。他这样做只是因为他感兴趣。但结果证明这对他的帮助很大。让苹果真正变得伟大的计算机,Macintosh,恰恰在计算机变得足够强大可以制作像印刷书籍中的字母而不是你在8位游戏中看到的计算机式字母的时候问世。苹果在这方面击败了所有人,原因之一是史蒂夫是计算机行业中少数真正懂得图形设计的人之一。
不要觉得你的项目必须是严肃的。它们可以像你喜欢的那样轻浮,只要你在构建你兴奋的东西。大概90%的程序员从构建游戏开始。他们和他们的朋友喜欢玩游戏。所以他们构建他们和他们的朋友想要的那种东西。如果你有一天想创办初创公司,这正是你15岁时应该做的事情。
你不必只做一个项目。事实上,学习多种东西是好的。史蒂夫·乔布斯不仅学习了书法。他还学习了电子学,这更有价值。无论你最感兴趣的是什么。(你注意到这里的主题了吗?)
所以这就是你需要的三个东西中的第一个,变得擅长某种或某些技术。你做这件事的方式和你变得擅长小提琴或足球的方式相同:练习。如果你在22岁创办初创公司,现在开始写你自己的程序,那么到创办公司时,你将至少花费7年时间练习编写代码,任何事情练习7年后你都可以变得相当擅长。
假设你现在22岁并且已经成功了:你现在真的擅长某种技术。你如何获得初创公司的主意?这似乎可能是困难的部分。即使你是一个好的程序员,你如何获得创建Google的主意?
实际上,一旦你擅长技术,获得初创公司的主意就很容易。一旦你擅长某种技术,当你看世界时,你会看到缺失事物周围的虚线轮廓。你开始能够看到技术本身缺失的东西,以及可以使用它修复的所有破损东西,而每一个都是潜在的初创公司。
在我们家附近的小镇上有一家商店,门口有个标志警告门很难关上。这个标志已经存在好几年了。对商店里的人来说,门卡住一定看起来像这种神秘的自然现象,他们所能做的就是竖起一个标志警告顾客。但任何木匠看到这种情况都会想”为什么不把卡住的部分刨掉?”
一旦你擅长编程,世界上所有缺失的软件开始变得像对木匠来说卡住的门一样明显。我给你一个真实的例子。回到20世纪,美国大学过去出版包含所有学生姓名和联系信息的印刷目录。当我告诉你这些目录被称为什么时,你会知道我在谈论哪个初创公司。它们被称为facebook,因为通常每个学生名字旁边都有一张照片。
所以马克·扎克伯格2002年出现在哈佛,而大学仍然没有把facebook放到网上。每个单独的宿舍都有在线的facebook,但没有整个大学的。大学行政部门一直在努力开会讨论这个问题,大概再过十年左右可能会解决问题。大多数学生没有有意识地注意到有什么问题。但马克是个程序员。他看着这种情况想”嗯,这很愚蠢。我可以在一晚上写个程序来解决这个问题。只要让人们上传他们自己的照片,然后将数据组合成整个大学的新网站。“所以他做了。几乎一夜之间,他就有数千用户。
当然Facebook当时还不是初创公司。它只是一个…项目。又是这个词。项目不仅是学习技术的最佳方式。它们也是初创公司主意的最佳来源。
Facebook在这方面并不不寻常。苹果和Google也是从项目开始的。苹果本不是为了成为一家公司。史蒂夫·沃兹尼亚克只是想建造自己的计算机。它只有在史蒂夫·乔布斯说”嘿,我想知道我们是否能向其他人销售这台计算机的计划”时才变成一家公司。苹果就是这样开始的。他们甚至没有销售计算机,只是销售计算机的计划。你能想象这家公司看起来多么蹩脚吗?
Google也是如此。拉里和谢尔盖最初并不是试图创办公司。他们只是试图让搜索变得更好。在Google之前,大多数搜索引擎不尝试按重要性对它们给你的结果进行排序。如果你搜索”rugby”,它们只是给你包含”rugby”这个词的每个网页。1997年网络如此之小,这实际上有效!有点。可能只有20或30个包含”rugby”这个词的页面,但网络呈指数级增长,这意味着这种搜索方式变得指数级更加破损。大多数用户只是想,“哇,我肯定要查看很多搜索结果才能找到我想要的东西。“门卡住了。但和马克一样,拉里和谢尔盖是程序员。和马克一样,他们看着这种情况想”嗯,这很愚蠢。一些关于rugby的页面比其他页面更重要。让我们弄清楚哪些是更重要的,先显示它们。”
事后看来,这显然是一个很好的初创公司主意。当时并不明显。永远不会明显。如果创办苹果、Google或Facebook显然是个好主意,其他人早就已经做了。这就是为什么最好的初创公司成长自不打算成为初创公司的项目。你不是在试图创办公司。你只是在跟随你对什么有趣的直觉。如果你年轻且擅长技术,那么你对什么有趣的潜意识本能比你对什么会是好公司的有意识想法更好。
所以,如果你是年轻的创始人,为你自己和你的朋友构建东西使用是至关重要的。年轻创始人犯的最大错误是为某些神秘的其他人群构建东西。但如果你能制作一些你和朋友真正想要使用的东西——你的朋友不是出于对你的忠诚才使用,如果你关闭它他们会非常伤心——那么你几乎肯定有一个好初创公司主意的萌芽。对你来说它可能不像初创公司。可能不清楚如何从中赚钱。但相信我,有办法。
你在初创公司主意中需要的,而且是你唯一需要的,是你的朋友真正想要的东西。而一旦你擅长技术,这些主意并不难看到。到处都是卡住的门。[2]
现在是你需要的第三样也是最后一样东西:一个联合创始人,或多个联合创始人。最佳的初创公司有两到三个创始人,所以你需要一到两个联合创始人。你如何找到他们?你能预测我接下来要说什么吗?是同样的东西:项目。你通过与他们一起做项目来找到联合创始人。你在联合创始人中需要的是擅长他们做的事情并且你和他们合作良好的人,而判断这一点的唯一方法是和他们一起做事情。
在这一点上,我要告诉你一些你可能不想听到的事情。在你的课程中表现出色真的很重要,即使是那些只是记忆或对文学喋喋不休的课程,因为你需要在课程中表现出色才能进入好大学。如果你想创办初创公司,你应该努力进入你能进入的最好的大学,因为那是最好的联合创始人的地方。它也是最好的员工的地方。当拉里和谢尔盖创办Google时,他们开始只是雇佣他们从斯坦福认识的所有最聪明的人,这对他们来说是一个真正的优势。
经验证据在这方面是明确的。如果你看看最大数量的成功初创公司来自哪里,它几乎与最挑剔的大学名单相同。
我不认为是这些大学的声望导致了更多的好初创公司从它们那里出来。我也不认为这是因为教学质量更好。驱动这一点的只是进入的难度。你必须相当聪明和坚定才能进入MIT或剑桥,所以如果你确实设法进入了,你会发现其他学生包括很多聪明和坚定的人。[3]
你不必和你在大学遇到的人一起创办初创公司。Twitch的创始人在七岁时就认识了。Stripe的创始人帕特里克和约翰·科利森在约翰出生时就认识了。但大学是联合创始人的主要来源。因为它们是联合创始人的地方,它们也是主意的地方,因为最好的主意成长自你与成为你联合创始人的人一起做的项目。
所以从现在到开始初创公司你需要做的事情清单相当短。你需要变得擅长技术,而做到这一点的方法是做你自己的项目。你需要在学校尽可能表现好,这样你才能进入好大学,因为那是联合创始人和主意的地方。
就是这样,只有两件事,构建东西并在学校表现出色。
注释
[1] 这句话中的修辞技巧是”Google”指的是不同的事物。我的意思是:一家最终变得像Google一样大的公司,其成长机会与拉里和谢尔盖在开始时可以合理预期Google本身的成长机会一样多。但我认为原版更简洁。
[2] 为朋友做东西不是初创公司主意的唯一来源。它只是年轻创始人的最佳来源,他们对其他人想要的东西了解最少,他们自己的需求最能预测未来需求。
[3] 奇怪的是,在像美国这样的国家,本科招生做得不好,这一点尤其如此。美国招生部门让申请者跳过许多与其智力能力无关的任意障碍。但测试越随意,它就越成为仅仅测试决心和足智多谋。而这两者是初创公司创始人最重要的品质。所以美国招生部门在选择创始人方面比他们在选择学生方面做得更好时更擅长。
感谢贾里德·弗里德曼、卡罗琳·利维、杰西卡·利文斯顿、哈吉·塔加尔和加里·谭阅读本文的草稿。
How to Start Google
March 2024
(This is a talk I gave to 14 and 15 year olds about what to do now if they might want to start a startup later. Lots of schools think they should tell students something about startups. This is what I think they should tell them.)
Most of you probably think that when you’re released into the so-called real world you’ll eventually have to get some kind of job. That’s not true, and today I’m going to talk about a trick you can use to avoid ever having to get a job.
The trick is to start your own company. So it’s not a trick for avoiding work, because if you start your own company you’ll work harder than you would if you had an ordinary job. But you will avoid many of the annoying things that come with a job, including a boss telling you what to do.
It’s more exciting to work on your own project than someone else’s. And you can also get a lot richer. In fact, this is the standard way to get really rich. If you look at the lists of the richest people that occasionally get published in the press, nearly all of them did it by starting their own companies.
Starting your own company can mean anything from starting a barber shop to starting Google. I’m here to talk about one extreme end of that continuum. I’m going to tell you how to start Google.
The companies at the Google end of the continuum are called startups when they’re young. The reason I know about them is that my wife Jessica and I started something called Y Combinator that is basically a startup factory. Since 2005, Y Combinator has funded over 4000 startups. So we know exactly what you need to start a startup, because we’ve helped people do it for the last 19 years.
You might have thought I was joking when I said I was going to tell you how to start Google. You might be thinking “How could we start Google?” But that’s effectively what the people who did start Google were thinking before they started it. If you’d told Larry Page and Sergey Brin, the founders of Google, that the company they were about to start would one day be worth over a trillion dollars, their heads would have exploded.
All you can know when you start working on a startup is that it seems worth pursuing. You can’t know whether it will turn into a company worth billions or one that goes out of business. So when I say I’m going to tell you how to start Google, I mean I’m going to tell you how to get to the point where you can start a company that has as much chance of being Google as Google had of being Google. [1]
How do you get from where you are now to the point where you can start a successful startup? You need three things. You need to be good at some kind of technology, you need an idea for what you’re going to build, and you need cofounders to start the company with.
How do you get good at technology? And how do you choose which technology to get good at? Both of those questions turn out to have the same answer: work on your own projects. Don’t try to guess whether gene editing or LLMs or rockets will turn out to be the most valuable technology to know about. No one can predict that. Just work on whatever interests you the most. You’ll work much harder on something you’re interested in than something you’re doing because you think you’re supposed to.
If you’re not sure what technology to get good at, get good at programming. That has been the source of the median startup for the last 30 years, and this is probably not going to change in the next 10.
Those of you who are taking computer science classes in school may at this point be thinking, ok, we’ve got this sorted. We’re already being taught all about programming. But sorry, this is not enough. You have to be working on your own projects, not just learning stuff in classes. You can do well in computer science classes without ever really learning to program. In fact you can graduate with a degree in computer science from a top university and still not be any good at programming. That’s why tech companies all make you take a coding test before they’ll hire you, regardless of where you went to university or how well you did there. They know grades and exam results prove nothing.
If you really want to learn to program, you have to work on your own projects. You learn so much faster that way. Imagine you’re writing a game and there’s something you want to do in it, and you don’t know how. You’re going to figure out how a lot faster than you’d learn anything in a class.
You don’t have to learn programming, though. If you’re wondering what counts as technology, it includes practically everything you could describe using the words “make” or “build.” So welding would count, or making clothes, or making videos. Whatever you’re most interested in. The critical distinction is whether you’re producing or just consuming. Are you writing computer games, or just playing them? That’s the cutoff.
Steve Jobs, the founder of Apple, spent time when he was a teenager studying calligraphy — the sort of beautiful writing that you see in medieval manuscripts. No one, including him, thought that this would help him in his career. He was just doing it because he was interested in it. But it turned out to help him a lot. The computer that made Apple really big, the Macintosh, came out at just the moment when computers got powerful enough to make letters like the ones in printed books instead of the computery-looking letters you see in 8 bit games. Apple destroyed everyone else at this, and one reason was that Steve was one of the few people in the computer business who really got graphic design.
Don’t feel like your projects have to be serious. They can be as frivolous as you like, so long as you’re building things you’re excited about. Probably 90% of programmers start out building games. They and their friends like to play games. So they build the kind of things they and their friends want. And that’s exactly what you should be doing at 15 if you want to start a startup one day.
You don’t have to do just one project. In fact it’s good to learn about multiple things. Steve Jobs didn’t just learn calligraphy. He also learned about electronics, which was even more valuable. Whatever you’re interested in. (Do you notice a theme here?)
So that’s the first of the three things you need, to get good at some kind or kinds of technology. You do it the same way you get good at the violin or football: practice. If you start a startup at 22, and you start writing your own programs now, then by the time you start the company you’ll have spent at least 7 years practicing writing code, and you can get pretty good at anything after practicing it for 7 years.
Let’s suppose you’re 22 and you’ve succeeded: You’re now really good at some technology. How do you get startup ideas? It might seem like that’s the hard part. Even if you are a good programmer, how do you get the idea to start Google?
Actually it’s easy to get startup ideas once you’re good at technology. Once you’re good at some technology, when you look at the world you see dotted outlines around the things that are missing. You start to be able to see both the things that are missing from the technology itself, and all the broken things that could be fixed using it, and each one of these is a potential startup.
In the town near our house there’s a shop with a sign warning that the door is hard to close. The sign has been there for several years. To the people in the shop it must seem like this mysterious natural phenomenon that the door sticks, and all they can do is put up a sign warning customers about it. But any carpenter looking at this situation would think “why don’t you just plane off the part that sticks?”
Once you’re good at programming, all the missing software in the world starts to become as obvious as a sticking door to a carpenter. I’ll give you a real world example. Back in the 20th century, American universities used to publish printed directories with all the students’ names and contact info. When I tell you what these directories were called, you’ll know which startup I’m talking about. They were called facebooks, because they usually had a picture of each student next to their name.
So Mark Zuckerberg shows up at Harvard in 2002, and the university still hasn’t gotten the facebook online. Each individual house has an online facebook, but there isn’t one for the whole university. The university administration has been diligently having meetings about this, and will probably have solved the problem in another decade or so. Most of the students don’t consciously notice that anything is wrong. But Mark is a programmer. He looks at this situation and thinks “Well, this is stupid. I could write a program to fix this in one night. Just let people upload their own photos and then combine the data into a new site for the whole university.” So he does. And almost literally overnight he has thousands of users.
Of course Facebook was not a startup yet. It was just a… project. There’s that word again. Projects aren’t just the best way to learn about technology. They’re also the best source of startup ideas.
Facebook was not unusual in this respect. Apple and Google also began as projects. Apple wasn’t meant to be a company. Steve Wozniak just wanted to build his own computer. It only turned into a company when Steve Jobs said “Hey, I wonder if we could sell plans for this computer to other people.” That’s how Apple started. They weren’t even selling computers, just plans for computers. Can you imagine how lame this company seemed?
Ditto for Google. Larry and Sergey weren’t trying to start a company at first. They were just trying to make search better. Before Google, most search engines didn’t try to sort the results they gave you in order of importance. If you searched for “rugby” they just gave you every web page that contained the word “rugby.” And the web was so small in 1997 that this actually worked! Kind of. There might only be 20 or 30 pages with the word “rugby,” but the web was growing exponentially, which meant this way of doing search was becoming exponentially more broken. Most users just thought, “Wow, I sure have to look through a lot of search results to find what I want.” Door sticks. But like Mark, Larry and Sergey were programmers. Like Mark, they looked at this situation and thought “Well, this is stupid. Some pages about rugby matter more than others. Let’s figure out which those are and show them first.”
It’s obvious in retrospect that this was a great idea for a startup. It wasn’t obvious at the time. It’s never obvious. If it was obviously a good idea to start Apple or Google or Facebook, someone else would have already done it. That’s why the best startups grow out of projects that aren’t meant to be startups. You’re not trying to start a company. You’re just following your instincts about what’s interesting. And if you’re young and good at technology, then your unconscious instincts about what’s interesting are better than your conscious ideas about what would be a good company.
So it’s critical, if you’re a young founder, to build things for yourself and your friends to use. The biggest mistake young founders make is to build something for some mysterious group of other people. But if you can make something that you and your friends truly want to use — something your friends aren’t just using out of loyalty to you, but would be really sad to lose if you shut it down — then you almost certainly have the germ of a good startup idea. It may not seem like a startup to you. It may not be obvious how to make money from it. But trust me, there’s a way.
What you need in a startup idea, and all you need, is something your friends actually want. And those ideas aren’t hard to see once you’re good at technology. There are sticking doors everywhere. [2]
Now for the third and final thing you need: a cofounder, or cofounders. The optimal startup has two or three founders, so you need one or two cofounders. How do you find them? Can you predict what I’m going to say next? It’s the same thing: projects. You find cofounders by working on projects with them. What you need in a cofounder is someone who’s good at what they do and that you work well with, and the only way to judge this is to work with them on things.
At this point I’m going to tell you something you might not want to hear. It really matters to do well in your classes, even the ones that are just memorization or blathering about literature, because you need to do well in your classes to get into a good university. And if you want to start a startup you should try to get into the best university you can, because that’s where the best cofounders are. It’s also where the best employees are. When Larry and Sergey started Google, they began by just hiring all the smartest people they knew out of Stanford, and this was a real advantage for them.
The empirical evidence is clear on this. If you look at where the largest numbers of successful startups come from, it’s pretty much the same as the list of the most selective universities.
I don’t think it’s the prestigious names of these universities that cause more good startups to come out of them. Nor do I think it’s because the quality of the teaching is better. What’s driving this is simply the difficulty of getting in. You have to be pretty smart and determined to get into MIT or Cambridge, so if you do manage to get in, you’ll find the other students include a lot of smart and determined people. [3]
You don’t have to start a startup with someone you meet at university. The founders of Twitch met when they were seven. The founders of Stripe, Patrick and John Collison, met when John was born. But universities are the main source of cofounders. And because they’re where the cofounders are, they’re also where the ideas are, because the best ideas grow out of projects you do with the people who become your cofounders.
So the list of what you need to do to get from here to starting a startup is quite short. You need to get good at technology, and the way to do that is to work on your own projects. And you need to do as well in school as you can, so you can get into a good university, because that’s where the cofounders and the ideas are.
That’s it, just two things, build stuff and do well in school.
Notes
[1] The rhetorical trick in this sentence is that the “Google”s refer to different things. What I mean is: a company that has as much chance of growing as big as Google ultimately did as Larry and Sergey could have reasonably expected Google itself would at the time they started it. But I think the original version is zippier.
[2] Making something for your friends isn’t the only source of startup ideas. It’s just the best source for young founders, who have the least knowledge of what other people want, and whose own wants are most predictive of future demand.
[3] Strangely enough this is particularly true in countries like the US where undergraduate admissions are done badly. US admissions departments make applicants jump through a lot of arbitrary hoops that have little to do with their intellectual ability. But the more arbitrary a test, the more it becomes a test of mere determination and resourcefulness. And those are the two most important qualities in startup founders. So US admissions departments are better at selecting founders than they would be if they were better at selecting students.
Thanks to Jared Friedman, Carolynn Levy, Jessica Livingston, Harj Taggar, and Garry Tan for reading drafts of this.