王晗與馬雲的合照。 相片:新浪網

2月14日情人節這天,一個名為王晗(Judy Wang)的女子發表了一篇網文,題為「那個從阿里離職的漂亮女高管從來不過情人節」。文中,她稱自己為一家創業公司的CEO,但是「兩年前的今天,我是阿里巴巴年薪數百萬、期權超千萬的女高管」。

她還曬出了和馬雲的工作照,稱「這次離職帶給我的期權損失,保守估計至少1,000萬元人民幣(147萬美元)」。

不知是否不滿她稱自己為阿里女高管,螞蟻金服的公關負責人陳亮在朋友圈怒回:「一般情況下,我很理解很多前同事在創業的時候稍微誇大一點點自己的職業經歷。但是吹牛要有個度吧,王晗你怎麽就成了阿里高管了?」

王晗也不示弱,16日凌晨再次發文,回應了陳亮的質疑,並曬出自己的股票期權記錄。

她所曬出的期權給了大家一個難得的機會窺探阿里員工的收入。她說,螞蟻金服期權離職時必須由公司回購,她離職時的公允價是195元。然後她計算:

「假設我沒有離職,3年後公允價翻到500元,那麽我的損失就是:1,950萬元(即39,000股 x 500元) – 629萬元(已行權部分,即32,250股 x 195元) = 1321萬元。」

可以看到,她一共持有螞蟻金服39,000股,離職時兌現了32,250股,合629萬元,放棄了6750股,合132萬元。

所謂「損失千萬」,是建立在一個假設上面,即螞蟻金服期權3年後公允價必須漲到500元。

2017年估值195,2019年初可能估值500嗎?顯然這是一個太激進的估值了。時間僅過去兩年,螞蟻的業務也沒什麽大的突破,繼續深陷與微信支付的纏鬥。如果我們給一個70%的增值可能還是合理的,最多翻倍到390元。500元純屬隨便說一個數。

但是她的做法很聰明,因為螞蟻金服不能反駁。螞蟻還沒有上市,不敢把估值增長速度放低,不能讓公關出來說並沒有漲那麽多,也不可能因為跟她爭吵就去公開螞蟻期權的內部估值。

更根本的是,她的損失其實應該以離職時的估值、而不是現在的估值計算。這樣計算就沒完了,為什麽不用十年後的估值算呢?所以,她的損失就是她當時放棄的132萬元,正好是她自己號稱的1321萬的十分之一。

無論如何,在阿里公關批駁她「不算高管」之後,王晗在文章裏推銷的面膜更加吸引到人們的關注,阿里反而配合她炒起了熱度。兩輪唇槍舌劍下來,「女高管」完勝。

撰文:金炎
相片:新浪網

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