Fortune | FORTUNE 10月02日 04:57
从贝佐斯的质疑到网店帝国:大卫·里舍的客户至上之路
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本文讲述了Lyft现任CEO大卫·里舍的职业生涯,特别是他职业生涯早期离开微软加入亚马逊的经历。当时,比尔·盖茨认为这是“最愚蠢的决定”。然而,里舍被杰夫·贝佐斯对客户的极致关注和宏大愿景所吸引。他作为亚马逊早期员工,助力公司实现“一切商店”的目标,并最终取得巨大成功。如今,里舍将这种客户至上的理念带到Lyft,通过深入一线了解用户和司机的需求,推出“价格锁定”和“70%收入保障”等功能,致力于扭转Lyft的颓势,打造“伟大的复兴故事”,对抗科技行业的“enshittification”现象。

🚀 **大胆的职业转型:** 大卫·里舍在微软事业有成之际,毅然决定加入当时毫不起眼的初创公司亚马逊,此举曾遭到比尔·盖茨的强烈质疑,认为其“做出了最愚蠢的决定”。然而,正是这种敢于挑战现状的魄力,开启了他职业生涯的另一段辉煌。

🎯 **客户至上的核心理念:** 里舍选择加入亚马逊的关键驱动力是创始人杰夫·贝佐斯对客户的极致关注。贝佐斯强调在互联网时代,必须提供卓越的客户体验,因为用户只需“一键”即可转向竞争对手。这一理念深刻影响了里舍,成为他日后职业生涯的核心原则。

💡 **愿景驱动的创业精神:** 贝佐斯描绘了将亚马逊从一家年收入1560万美元的小公司发展到10亿美元规模的宏大愿景,吸引了里舍投身于“科技与文化的疯狂交汇点”。他作为亚马逊第37位员工,在音乐、视频和玩具等品类拓展方面发挥了重要作用,最终助力公司提前实现目标。

🔄 **“伟大的复兴故事”的践行:** 作为Lyft的CEO,里舍正将客户至上的理念应用于重塑公司。他通过“卧底”司机身份深入了解用户和司机的痛点,推出了“价格锁定”功能,并确保司机获得至少70%的收入,以此提升用户和司机的满意度,致力于将Lyft打造成“伟大的复兴故事”,对抗科技服务日渐衰落的“enshittification”现象。

Before David Risher was tasked with scripting a “comeback story” for ride-sharing company Lyft, he made a career move so audacious that it prompted a direct, and blunt, intervention from Microsoft co-founder Bill Gates. In a recent appearance on Fortune‘s Leadership Next podcast, Risher shared the moment Gates told him he was making “the stupidest decision I’ve ever heard anyone made.”

The year was 1996, and Risher was enjoying a successful career at Microsoft during the heyday of Windows. In fact, Risher noted he and his wife just had their 30th wedding anniversary, having met “on the first day” at Microsoft. He said it was a very formative time for him and his career at a very competitive company.

But he had been in talks with a man named Jeff Bezos, who was running a brand-new startup called Amazon. When Risher decided to leave the tech giant to join the fledgling online retailer, Gates himself sent an email and called him into his office.

“He says, ‘Hold on for a second. You mean to tell me you’re leaving this company for some tiny, little internet bookstore that nobody’s ever heard of … that has got to be the stupidest decision I’ve ever heard anyone made,'” Risher recalled.

While Risher admitted the move wasn’t “entirely rational,” he said he was drawn to the opportunity. He had first connected with Bezos a year earlier, when the Amazon founder was conducting a reference check. What ultimately convinced Risher to take the leap was Bezos’s intense focus on the customer. “He was very customer-obsessed,” Risher said, noting Bezos’s logic that on the internet, “everyone is one click away from somebody else, so you have to create a great customer experience.” (In fact, Bezos’s management style stressed to Amazonians that they should approach every day from a “day one” mindset.)

Bezos also laid out a compellingly ambitious vision: to grow the then-$15.6 million business into a billion-dollar company by the year 2000. Risher, an avid reader, was captivated by the chance to build something new at the “crazy intersection of technology and culture.” He joined Amazon as its 37th employee, tasked with helping build the “everything store” by adding music, video, and toy categories. The company hit its billion-dollar target a year early, in 1999. The move paid off so well that a “Thank You” letter from Bezos to Risher, dated February 2002, remains on Amazon’s website to this day.

One of the great comebacks

Now, as CEO of Lyft, Risher is applying that same foundational principle of customer obsession to engineer what he hopes will be “one of the world’s great comeback stories.” He said when he took the job in 2023, the company had “lost its way” a little bit, as it was losing market share, and it wasn’t profitable. (Lyft stock is down roughly 20% over the last five years, but has risen 60% year-to-date.) Risher’s strategy has been to return to the basics: understanding what customers actually want.

To achieve this, he famously works “undercover” as a Lyft driver in Napa Valley and San Francisco to learn firsthand about the rider and driver experience. A conversation with a passenger stressed by variable pricing led directly to the creation of Lyft’s “Price Lock” feature. He insists on viewing drivers as customers, too, which led to a 70% earnings guarantee—ensuring drivers always receive at least 70% of what riders pay, a move that has given Lyft a 19-point advantage in driver preference over competitors.

This obsessive focus on improving the service is part of Risher’s fight against what he calls “enshittification,” borrowing the phrase from Cory Doctorow that was named the “word of the year” by both an Australian dictionary and the American Dialect Society for how it summed up widespread frustration with the tech sector, even with modern life. Risher described it as the gravitational pull that makes services worse over time due to profit and investor pressures. By breaking down problems piece by piece, his team has drastically improved the user experience, cutting the driver cancellation rate from a “super irritating” 15% down to below 5%.

From receiving a stark warning from a tech titan to earning a permanent thank-you from another, Risher’s unconventional career has been defined by taking on ambitious challenges. Now, he’s betting that the same customer-first philosophy that turned a small online bookstore into a global empire can drive Lyft’s next chapter of growth.

For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing. 

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大卫·里舍 Lyft 亚马逊 客户至上 职业生涯 David Risher Lyft Amazon Customer Obsession Career Journey
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