Building a Company for the Obsessed

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演讲者以其坦率甚至略带挑衅的口吻,深刻揭示了他们公司独特的文化和招聘理念,幽默地表示加入他们的团队必须“脑子有点问题”。这并非仅仅是夸张,它支撑着一项深思熟虑的战略,旨在吸引并留住那些兼具非凡才华、坚韧不拔精神以及对公司使命有着深切个人承诺的人。 正如其所述,理想候选人的形象远非传统。公司瞄准的是“非常杰出的工程师”,那些很可能事业有成、收入丰厚的人。然而,这些高成就者却被期望做出重大的个人和职业牺牲。演讲者描绘了一个生动的场景:说服家人举家迁徙,搬到圣何塞,然后住进一个特定(大概是条件简朴的)“住房项目”。这与许多这类工程师本可以享受的舒适生活形成了鲜明对比。 这种职业选择的非理性,因公司自身的背景而进一步放大。这是一家半导体公司,一个出了名的充满挑战、资本密集型行业,却由极其年轻的创始人——“两个,现在才24岁?”——经营着。从客观的、纯粹理性的角度来看,演讲者坦率承认,“做出这种选择的人,一定有什么地方不对劲。”这种自我意识的承认,突显了传统职业逻辑与加入他们创业公司所需的个人信念飞跃之间固有的不协调。 然而,核心区别在于他们团队成员的心理构成。这些人被描述为“思维方式与众不同”。他们的动机超越了典型的超越竞争对手或仅仅避免失败的愿望。相反,它植根于一种深刻的肯定感和忠诚感:“他们真正想做的不是证明不相信的人是错的,而是证明相信他们的人是对的。”这种微妙而关键的区别,表明他们对这项事业的成功有着深切的个人投入。它意味着一种愿望,即不辜负支持者、投资者,甚至可能是他们自己对公司愿景的内在信念所寄予的信任。“他们就是把它当成自己的事情,”演讲者强调道,这表明一种情感连接,将职业挑战转变为深切的个人使命。 识别这些拥有独特驱动力的人是他们招聘过程中的一个关键方面,演讲者指出,“找到这样的人真的很有趣。”更重要的是,“公司本身的性质使得筛选掉不符合这样特征的人变得非常容易。”固有的高要求、非传统的运作模式、巨大的风险,以及对极致奉献的含蓄呼唤,共同构成了一个天然的、自我选择的过滤器。那些没有准备好做出这种个人和职业承诺的人,将根本无法与公司的精神产生共鸣,或者会迅速意识到他们的不兼容。这种有机的自我选择确保了只有那些拥有特定“特质”——激情、韧性、个人投入——的人,最终才能加入并在组织中茁壮成长。 本质上,公司寻求的不仅是人才,更是一种独特的精神:那些愿意为了更高目标而拥抱不适、不确定性和巨大个人牺牲的人,他们被一种强烈的愿望所驱动,要去实现支持者对他们的信念。这是一种要求深刻个人投入的文化,但对于那些用他们自己的话说,“疯狂到”可以全心全意投入的人来说,它也承诺着同样深刻的个人和职业回报。

The speaker offers a remarkably candid and somewhat provocative insight into the unique culture and recruitment philosophy of their company, humorously suggesting that one must be "sick in the head" to join their team. This isn't mere hyperbole; it underpins a deliberate strategy to attract and retain individuals who possess an extraordinary blend of talent, resilience, and a deeply personal commitment to the company's mission. The profile of the ideal candidate, as described, is far from conventional. The company targets "very accomplished engineers," individuals who are likely well-established in their careers and earning "a good amount of money." Yet, these high-achievers are expected to make significant personal and professional sacrifices. The speaker paints a vivid scenario: convincing one's family to uproot their lives, relocate to San Jose, and then live in a specific, presumably modest, "housing program." This constitutes a stark contrast to the comfortable lifestyles many such engineers might otherwise enjoy. The perceived irrationality of this career choice is further amplified by the company's own context. It's a semiconductor company, a notoriously challenging and capital-intensive industry, run by remarkably young founders – "two, what, 24-year-olds now." From an objective, purely rational standpoint, the speaker readily concedes, "something must be wrong with you to do that." This self-aware admission highlights the inherent dissonance between traditional career logic and the kind of personal leap of faith required to join their venture. The core differentiator, however, lies in the psychological makeup of their team members. These individuals are described as "wired differently." Their motivation transcends the typical desire to outperform competitors or simply avoid failure. Instead, it's rooted in a profound sense of affirmation and loyalty: "They really want to not prove people wrong who don't believe, but prove people right who do believe." This subtle but crucial distinction suggests a deeply personal investment in the success of the venture. It implies a desire to honor the faith placed in them by supporters, investors, or perhaps even their own internal conviction in the company's vision. "They just take it personally," the speaker emphasizes, indicating an emotional connection that transforms professional challenges into deeply personal missions. Identifying these uniquely driven individuals is a key aspect of their recruitment process, and the speaker notes, "It's really fun to find those people." More significantly, the very "nature of the companies makes it very easy to whittle out the people who aren't like that." The inherent demands, the unconventional setup, the high stakes, and the implicit call for extreme dedication act as a natural, self-selecting filter. Those who are not prepared for such a personal and professional commitment will simply not resonate with the company's ethos or will quickly recognize their incompatibility. This organic self-selection ensures that only those with the specific "wiring" – the passion, the resilience, the personal stake – ultimately join and thrive within the organization. In essence, the company seeks not just talent, but a particular type of spirit: individuals willing to embrace discomfort, uncertainty, and significant personal sacrifice for a higher purpose, driven by an intense desire to fulfill the belief of their proponents. It's a culture that demands profound personal investment but promises equally profound personal and professional reward for those who are, in their own words, "sick in the head" enough to wholeheartedly commit.

摘要

Etched co-founder Robert Wachen explains the kind of person willing to join a semiconductor startup run by two founders in their twenties, going up against the biggest companies in the world. Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc #InvestLikeTheBest #Etched #Startups #AI #AIHardware #Semiconductors #NVIDIA #CompanyCulture #Founders #DeepTech #VentureCapital #Talent

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