$RDDT · The Compound · 2026-11-04
尽管本季度营收增长53%，RDDT今年仍下跌60%，原因是第三季度来自Google搜索的入站流量下滑且降幅加速；CEO称Google伤害了Reddit。若Reddit创下新纪录，说话者会感到非常震惊，认为该业务已永久受损，且可能仍处于受损状态。
逐段跳播
我觉得你把 Reddit 和 Intel 放在一起比较挺有意思的，不过这个我们稍后再谈。
I think it's funny that you're comparing Reddit to Intel, but we'll talk about that later.
Reddit 的联合创始人兼 CEO 只是说：“Google 伤害了我们。”“人们仍然想用 Reddit。”“但 Google 不再像以前那样把他们引到 Reddit 了。”
Reddit's co-founder and CEO simply stated, "Google has harmed us." "People still want to use Reddit." "But Google no longer sends them to Reddit like it used to."
该股自年初以来已下跌 60%。我们看到第三季度搜索带来的入站流量显著下降，而且这一降幅在同一季度后段还在加速。
The stock has fallen by 60% since the beginning of the year. We saw a significant decrease in search inbound traffic in the third quarter, with this decrease accelerating later in the same quarter.
所以，他们的营收增长之强劲让我很震惊。本季度增长了 53%。嗯，对 Google 来说也是如此。所以，Reddit 永远不会再创下新纪录了。如果真发生了，我会非常震惊。我会真的震惊。它的业务受到了永久性损害。而且可能一直如此。
So, I'm shocked at how impressive their revenue growth has been. 53% this quarter. Well, and for Google too. So, well, Reddit will never set a new record. I would be very shocked if that happened.
I would be truly shocked. Her business is permanently damaged. It may remain so.