鞋履品牌Allbirds的低碳时尚生意经 (9)
日期:2023-12-07 17:20

(单词翻译:单击)

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So Joey, let me ask you about that. Does that feel to you like you guys might be giving away some competitive advantage if you are sharing your platforms and your technologies with others in the field?

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乔伊,我想问问你,如果你们与领域内的同行分享你们的平台和技术,是否觉得你们会失去一些竞争优势?

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I try to be thoughtful about that.

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我试着好好思考这个问题K;sLq~J|&W@^atTa&e.T

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And I'll give another example.

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我会再举一个例子VA9WAZm-hkF

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Mike points to wool, which I think is a great one where we're working literally down to the farm level in New Zealand working to make regeneratively farmed wool, which gets to carbon negative, actually.

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迈克提到了羊毛,我认为这是一个很好的例子,我们深入新西兰的农场,生产可再生的养殖羊毛,这种羊毛的碳排放实际上是负值M7FsPBfsk2C

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And we're doing a great job when we're doing that in partnership with some other brands.

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当我们与其他品牌合作时,我们的工作做得很好UMA)L02nKa11)m=7

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That's one good example where we're coming down the cost curve and doing something that's going to benefit others.

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这是一个很好的例子,说明我们在降低成本的同时也在做一些对同行有益的事情Al0G~BciREDS;8s

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It's at the fiber level, though. That fiber is fairly commoditized.

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虽然这只是在动物纤维层面, 但是我们做得相当商品化HibRjzhtAiiWdpjN

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What we do with it downstream of that is something that's quite magical and makes it feel comfortable.

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在生产的下游,我们将其变得很神奇,让这种纤维感觉更舒服tas%mKC!5aZcDpUV

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The other example is around what we've done with a product called SweetFoam.

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另一个例子是我们的产品SweetFoamr=[Jpq!H4-*nIy

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Mike called it the squishy stuff underneath your foot in the middle of the shoe.

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迈克将其叫做双脚与鞋底之间的松软材料S~B=r+Ww4CIG!iiiK

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So it's the midsole, we call it, in the shoe industry.

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在鞋业中,我们将其称之为鞋底夹层90Dz[2D%(~t

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We knew that the entire industry used naphtha from petroleum or natural gas to derive this foam called EVA.

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我们知道整个鞋业使用石油或天然气加工的石脑油来制造这种叫做EVA的泡沫做鞋底x25(|w@T@^brs

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And that was what the whole industry did.

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整个行业都是这么做的KLaaZjjjTakc=0_owppB

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And there's 20 billion pairs of shoes sold around the world every year.

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每年全世界有200亿双鞋售出m*||Q@8;b1I

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And so there's a huge impact that EVA is having as a component.

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EVA泡沫鞋底作为一个组成部分有着巨大的影响bSDv_W54|g,60mBzM

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It's probably number one or number two in terms of its ubiquity in the footwear industry from a component perspective.

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从组件的角度来看,EVA泡沫鞋底就普遍性而言可能排名第一或第二N)~K^wt+uE-_i7LVBDxG

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We went down to Brazil and linked up with a biochemicals company that could produce at scale an EVA equivalent utilizing the waste stream from sugarcane production.

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我们前往巴西,与一家生化公司建立了联系,这家公司可以利用甘蔗生产的废料大规模生产EVAtXFz&@]lu%)jKA6

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And when doing that, it became a carbon negative material, meaning it actually-- when you think about the life cycle of it and you study it, it will suck more carbon out of the atmosphere in the manufacture of this process than it will take to create it.

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在生产过程中,这种材料的碳排放变成了负值,也就是说,当你思考材料的生命周期并对它进行研究时,你会发现这种材料会在制造过程中从大气中吸收更多的碳,而不是创造碳#,so+lG.&iAqP|*.TsyG

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So you keep doing a lot of that, and we're starting to reverse climate change, which is our kind of sustainability ethos here.

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如果大量生产这种材料,我们就会开始扭转气候变化,这就是我们的可持续性发展理念p@F0SZU9^S_

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But the only way to get a biochemical company, which has invested billions of infrastructure in their equipment to work with a company like us is we had to open source that.

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生化公司需要在设备上投资数十亿美元进行基础建设,要想生化公司与我们这样的公司合作必须开放资源1gXlXW9=cyL0mL#P.q

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And so we wanted to open source that to get the entire industry involved in this.

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我们想开放资源,让整个鞋业都参与进来p9my~30(*!~R@;u5V7

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And because the volume of the industry is so large, we could compel a large upstream chemicals company to invest many millions of dollars to create this for the industry broadly.

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因为这个行业的规模非常大,所以我们可以推动一家大型的上游化工公司投资数百万美元创造这种产品RjLis(#cD#C

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Maybe we have a good business deal with that company, so that we get advantaged treatment.

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也许我们会和那家公司有一笔好生意,这样我们就能得到有优惠待遇9LGHrIQgvy;3

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But along the way, the cost comes down.

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在这个过程中,成本会下降-xlQDynX.F7*

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And that example that you described, we're in an environment right now where petroleum costs have been quite significantly up.

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你谈论的那个例子,我们现在所处的环境是石油成本大幅上升ir9VLhm8YOPv%

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And so EVA costs have gone up from traditional sources, whereas, when you get it from sugarcane, we're actually paying less.

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来自传统材料的EVA成本上升,然而,从甘蔗中提取的EVA实际上花更少的钱就可以实现%!52WBns=V

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These kinds of impacts, when you diversify the streams of inputs that you have on your products, can actually be a benefit over time.

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当你对产品进行多样化投入时,随着时间的推移,会产生有益的影响SVbYJA;[JSB~=IFJ

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