
一 | 小红书员工身价又要涨了。 10月17日,小红书正式宣布上调员工期权价格,并即时生效: 调整后,授予价为25美元/股,行权价2美元/股,每股收益23美元。 NEW YORK -- Paddy Cosgrave, the chief executive officer of a prominent European tech conference called Web Summit, resigned from his role on Saturday amid backlash for his public statements that suggested Israel was committing war crimes.A spokesperson for Web Summit, which organizes one of the world's largest tech conferences every year, said in an e-mailed statement sent to The Associated Press that it will appoint a new CEO, and the conference will go ahead next month in Lisbon as planned. Cosgrave, the Irish entrepreneur who is also founder of Web Summit, said in a statement Saturday that his personal comments “have become a distraction from the event, and our team, our sponsors, our startups and the people who attend.”“I sincerely apologise again for any hurt I have caused,” he said.Cosgrave’s resignation is a prominent example of the fallout from the Israel-Hamas war that has spilled into workplaces everywhere, as top leaders of prominent companies weigh in with their views while workers complain their voices are not being heard. Islamic rights advocates say much of the corporate response has minimized the suffering in Gaza, where thousands have died in Israeli airstrikes, and created an atmosphere of fear for workers who want to express support for Palestinians. Jewish groups have criticized tepid responses or slow reactions to the Oct. 7 Hamas rampage that killed 1,400 people in Israel and triggered the latest war.Web Summit faced a growing number of industry giants — including Intel, Meta and Google — pulling out of the conference even after Cosgrave released a long message denouncing the Hamas attacks and apologizing for the timing of his initial tweet while defending his overall views on the conflict. Cosgrave posted on his X account, formerly known as Twitter, on Oct. 13 that he was “shocked at the rhetoric and actions of so many Western leaders & governments, with the exception in particular of Ireland’s government, who for once are doing the right thing. ”“War crimes are war crimes even when committed by allies, and should be called out for what they are,” he added.Two days later, he updated his tweet calling “what Hamas did is outrageous and disgusting” but adding, "Israel has a right to defend itself, but it does not, as I have already stated, have a right to break international law." In a later apology that was posted Oct. 17 on the Web Summit blog and shared on his X account, he said, “What is needed at this time is compassion, and I did not convey that,” he said. “My aim is and always has been to strive for peace.”He went on to say that “I also believe that, in defending itself, Israel should adhere to international law and the Geneva Conventions – i.e. not commit war crimes. This belief applies equally to any state in any war. No country should breach these laws, even if atrocities were committed against it.”His last post on X read: “Bye for now. Need some time off this platform.”______Follow Anne D’Innocenzio: http://twitter.com/ADInnocenzio。

二 | 同时,在职回购价也会相应上调,具体以回购窗口开启时的通知为准。 这是今年小红书第三次上调期权价格,相比3月时的期权授予价已经翻倍。回想互联网黄金时代,期权激励被视为一张稳定的“梦想支票”,曾让很多打工人实现财务自由。小红书如此一幕,令人艳羡。 小红书造富,今年期权三连涨 “公司又香了,期权比股票账户涨得快。”社交媒体上,小红书员工难掩激动的心情分享。 回想今年3月,小红书将期权授予价从初始水平调整为13.5美元/股,三个月后期权授予价再次提升,达到18美元/股,行权价2美元/股,每股收益16美元。直到这一次的调整过后,2025年年内小红书期权价值就已经翻倍。 行权价是员工未来购买公司股票时所需支付的固定价格,它在期权授予时就已确定,直接影响到期权的内在价值。 期权价格上涨,意味着员工手中“未来购买权”变得更值钱了。那些手握千股的小红书员工,搭上上升的火箭,实实在在吃到了发展红利。 对于尚未上市的公司而言,回购是将“纸面富贵”提前变为“真金白银”的过程。这一次,小红书在职员工回购价格上涨,离职员工的期权回购价格也从10美元提升至17.5美元——不管在职还是离职,全员迎来了“身价上涨”。

三 | 正如一位小红书离职员工在社交平台分享:“4月期权回购时,稳住了心态没参与。

四 | 半年时间,收益高达75%,不愧是小红书。”当时他还劝说在职的同事,一定要把年终奖的现金换成期权。 今年4月,小红书发布全员通知更新期权政策,其中推出年终奖兑换期权机制:入职满一年,绩效评分3.5(含)以上,就能以“内部优惠价”将年终奖兑换成期权。

五 | “选择比努力更重要,准备提前换车。”这些天社交平台充斥着小红书员工的动情分享。特别是对于早期加入的员工来说,这波上涨无疑是一份丰厚回报。 估值超2000亿,身后投资人赚翻了 这一幕背后,是小红书估值肉眼可见的上涨了。 据彭博社报道,金沙江创投(GSR)旗下某投资基金在近期的一份交易文件显示,小红书的估值在短短三个月内大幅上升19%,达到310亿美元(约超2200亿人民币),再次突破峰值。 今年6月,小红书的相关交易估值显示为260亿美元;1月老股转让时估值则为200亿美元;去年7月,小红书出售老股估值170亿美元——当整个一级市场面临估值承压,小红书却一路逆势上涨。 回想2013年,小红书在上海诞生,第一间办公室是在上海复兴中路的一间居民楼里。毛文超和瞿芳联合创办这家最初的“购物指南社区”时,大概也未曾预料到今天的增长,正如小红书背后重要投资方之一,金沙江创投主管合伙人朱啸虎曾在访谈中回忆:“小红书一开始是很不起眼的。” 创业十几年浮浮沉沉,如今小红书已经成为众多用户的生活方式之一。

六 | 今年1月,小红书迎来一场“泼天富贵”——伴随“TikTok难民潮”,大批海外用户涌入小红书,小红书一度冲到App Store美区排行榜Top 1。据第三方数据显示,2025年年中,小红书的月活用户已突破3.5亿大关,目前主要通过广告和电商业务获得收入。 今年用户暴涨带来了老股价值的节节攀升,身后VC/PE开始期待回报盛宴。 纵观下来,小红书背后的投资者阵容堪称豪华,且与小红书渊源颇深——真格基金是小红书的天使投资方,合伙人方爱之与毛文超是斯坦福大学的校友;金沙江创投对小红书进行多轮投资;纪源资本是小红书B轮融资的领投方,管理合伙人童士豪还曾在2011年面试过毛文超;此外还有元生资本、天图投资、腾讯、阿里巴巴、K11 Investment、淡马锡、红杉中国、高瓴、中信资本、DST等。 投资界获悉,一家知名消费投资机构过去一年通过卖小红书老股收回约10亿人民币,落袋部分收益。正如字节跳动一样,小红书一旦成功IPO势必造就一场浩浩荡荡的VC盛宴。 那些幸运的人 想起互联网汹涌澎湃的时代里,成千上万手握期权的打工人,靠着公司的成功IPO实现财富自由。 2014年9月19日,阿里巴巴登陆纽约证券交易所,据新闻晨报当时的报道,阿里上市造就了一万多名千万富翁——据估算,当时阿里约20000名员工中,持股员工约为11000多人,按照当时上市后的股价计算,这些持股员工平均可套现将近422万美元。 此外腾讯、小米、美团等一个个超级互联网公司,带着众多打工人走向了财富之路。公司上市敲钟之时,正是员工身家倍增之日。 如今万众期待中的还有字节跳动,员工手中的期权随着公司估值的提升而价值大增。今年10月10日,字节跳动向员工发出年内第二次期权回购通知:在职员工回购价为200.4美元/股;离职员工回购价为180.4美元/股。 字节上一次回购为今年4月,当时在职员工回购价为189.9美元/股,离职员工回购价为161.42美元/股——半年之内大幅攀升。 “我大学之后认为财富自由有几个路径:第一个路径是买彩票,第二个是买房子,第三个是找到一个好公司拿期权,第四个路径是创业。

七 | ”小鹏汽车董事长何小鹏在罗永浩的播客中谈到。他回忆自己1999年加入亚信公司的幸运——拿到了1000股的股权,第二年亚信就上市了,“当时如果能卖,可以在广州买两套房”。 不过,空白支票并非都能变现,面对上市之后的财富缩水、股价不及预期、回购条件是否满足、纳税等等的问题,期权有时候也成了烫手山芋。当年蚂蚁集团IPO暂停,打破变现预期还历历在目。 时也,命也。

八 | 大厂打工人依然憧憬,那个一夜致富的机会。
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