近日,Google退华事件引来各方评论,有技术方面的,政治方面的,当然也有商业方面的,Havas Media Lab的主管Umair Haque也在哈佛商学院评论网站上发文表达了自己的看法。
以下为节选翻译:
一座丘陵,一个峡谷,和一个云雾缭绕的山峰。闭上你的眼睛,想象一个倾斜的字母“M”。那就是有利地位新的形状。而最近Google与中国的小冲突就是最好的例子。
一边是资本主义工业时代;另一边,则是下一代资本主义的有利地位。二十世纪和二十一世纪的鸿沟,将其明显的区别开来的。
对垄断和完全控制的追求那已经是上一时期的优势,但中国仍像激光束般盯着这些。中国的这些行为是商学院教科书上的经典黑色艺术。通过大量的分配,大量的诉讼,更强的排外性,廉价的快速消费品,庞大的现金储蓄,导致了优势的增加。
但是目前的优势所在已经改变了。道德优势成为了新的有利地位。这无关于是否获得更多,这关乎做的更好。这无关于出口保护策略,向消费者和生产者施加 压力,让他们买这买那。而这是关乎让人民,群众,社会真正的富裕起来。这无关于不关心他人,而是关乎关爱的更多。这无关于无情冷酷,而关乎真诚、可靠。
这才是Google不愿被中国的政策玩弄的原因。道德优势并不仅仅可以打造更强的品牌、让诚信度更高。还能为打造更好的组织,市场和经济立下基础:
更强的商业,更多没有被工作所麻木的热情的群众。
更强的目标,为了更高的需求而奋斗,而不是降低目标。
更强的战略,对二十世纪类的高压政策和边缘政策有更大的反弹力。
能创造更有意义的价值。
更强的管理,更着重于长远利益。
能选择更好的投资者——诚信的,忠诚的长期投资者,而不仅仅是为了快速赚钱的投机者。
更强的经济,而非使经济衰退,这可以让人们享受一个更诚信的繁荣的社会生活。
二十世纪的优势能让中国造就一些诸如微软、福特和Gaps这样的企业(一些工业时代的企业,生产一些工业时代的产品,并按工业时代的规则经营)。我们现在知道这些故事的结局了,因为我们现在生活在一个经济,政治,社会和自然世界停滞的年代。
Google的成功在于他的企业文化中道德占有优势。而对某些事物妥协对于Google伤害巨大:诸如品牌,战略,引起内讧,企业价值的降低。而更严重 的是,它让Google陷入竞争的恶性循环。Google应该更多的参与政府招标,还是做一个类似于百度那样的国家拥护的冠军?
道德方面的优势有可能是优势的最终成因。这是为什么更好的分配、产品、市场、定价形成的原因,而这些正是优势产生的直接原因。Jim Chanos的投资报告说到:离开道德优势,我们无法创造新的企业价值,而旧的企业价值不是长久之计。
是时候来改朝换代了。今日的挑战并非是盲目的创建一个国家、企业。这是为了一个高速连接的世界而重新构思的新体系。谋求一个道德优势是建设性的资本主义的测试。Google做到了。而中国就像迪拜,俄罗斯和以前的特大企业一样,并没有成功。
附上哈佛商业评论原文
Google, China, and the New High Ground of Advantage
A hill, a giant chasm, and a cloud-covered peak. Close your eyes and picture a lopsided "M" for a second. That's the new landscape of advantage. And the recent skirmish between Google and China is its best example yet.
On one side is the old high ground of the industrial era capitalism; on the other, the new high(er) ground of next-generation capitalism. The yawning chasm in between them is the gap between the 20th century and the 21st.
Currency intervention, breaking Copenhagen, crackdowns , collusion, corruption, coercion, and censorship: China's ongoing bad behavior as global citizen is, when we connect the dots, the gigantic elephant in the world's boardroom. What's driving it?
The quest for monopoly, monopsony, and control. That's yesterday's high ground, and China's focused like a laser beam on it. China's moves are the textbook stuff of b-school's blackest arts. Through larger distribution, fiercer litigation, greater exclusivity, cheaper and faster production, a bigger cash pile, advantage is gained.
But the high ground has shifted. The new high ground is an ethical edge. It's not about having more; it's about doing better. It's not about protecting exports, pressuring buyers and suppliers, price discriminating against the powerless, and programming consumers to buy, buy, buy — it's about making people, communities, and society authentically better off. It's not about caring less — but caring more. It's not about ruthlessness. It's about mindfulness.
That's the real lesson of Google's refusal to play by China's rules. An ethical edge doesn't just build stronger brands, though added cred is a certainly a benefit. Rather, it lays new foundations for better organizations, markets, and economies:
It builds stronger businesses, full of more passionate people, who aren't deadened by their work.
It builds stronger purpose, striving towards a higher calling — not just a lowest common denominator.
It builds stronger strategies, more resilient to 20th century-style coercion and brinksmanship.
It builds thicker, more meaningful value.
It builds stronger management, more focused on the long-run.
It selects better investors — engaged, committed, long-run investors, not just speculators looking for a quick buck.
And it builds stronger economies, that can, instead of stagnating, enjoy an authentic prosperity.
The 20th century high ground might let China build a few dozen Microsofts, Fords, and Gaps: industrial-era companies that make industrial-era stuff — and play by industrial-era rules. Yawn. We know how that story ends, because we're living it: an economy, polity, society, and natural world in stagnation and decline. Dear Wen Jiabao: want fries with that Zombieconomy?
The only way to step past the industrial era's zombified endgame is the new high ground, because only an ethical edge can do all the good stuff above. The old high ground was built for 20th century economics: sell more junk, earn more profit, "grow" — and then crash. An ethical edge operates at a higher economic level. It is concerned with what we sell, how profits are earned, and which authentic, human benefits "grow." It's a concept built for the economics of an interdependent world.
It's an ethical edge (no, not ethical perfection) that's always been at the heart of Google's disruptive success. Compromising its ethical edge cost Google in all the ways above, damaging its brand, diluting its purpose, causing internal strife, creating thinner value. Most damaging, compromising its ethical edge cost left Google trapped in an impossible, vicious cycle of competitive dynamics: to "compete," should it do the government's bidding even more than quasi-state-sponsored champions, like Baidu?
Wall Street, in typically myopic fashion, thinks Google's crazy — who doesn't want to make a buck? But the Street gets real economics less than my pet hamster does. Not every marginal dollar is created equal. The benefits from the effects above steeply outweigh the pennies Google was earning. Instead, a Google that doesn't play by China's rules is a better business, which creates more thicker, sustainable, meaningful value. And, increasingly, it's thick value that the smart money rewards — and reaps lasting rewards from. No wonder, then, that Wall Street legend Jim Chanos is betting against China's unsustainable, artificial growth.
An ethical edge just might be the ultimate cause of advantage. It's how better distribution, production, marketing, and pricing — all just proximate causes of advantage — ultimately happen. Jim Chanos's investment thesis says: without an ethical edge, new value cannot be created — old value can only be shuffled around (hi, Wall Street).
Ethical edge is advantage reconceived for the 21st century. It's an institutional innovation: the institution of "advantage" rebuilt for a threadbare, fraying, global economy. It's a radical new definition of "advantage" that blows past the stale, tired idea of competitive advantage.
It's time for a great reboot. Today's great challenge isn't blindly building countries, companies, or households on a broken set of institutions. It is reimagining new institutions for a hyperconnected world. Answering that challenge begins, from my tiny perspective, with an ethical edge as the cornerstone of every kind of organization. Seeking an ethical edge is the truest test of a Constructive Capitalist. Google just passed it. China — like Dubai, Russia, and yesterday's mega-corporations — is failing it spectacularly.
So here's the single question everyone should be asking. The old high ground is the new low ground. Yesterday's mountain is today's valley. Are you ascending to the new high ground?
Fire away in the comments with questions, thoughts, or examples.
http://blogs.hbr.org/haque/2010/01/google_china_and_the_new_high.html

