Wen/Talk about e-commerce
September 10, 2019 is Teacher’s Day, and of course it is also Ma Yun‘s retirement. Yesterday after a lapse of one year, what did Mr. Ma Yun’s successor Xiaoyaozi (Zhang Yong) have done one year after Jack Ma’s retirement? What happened, what was the answer sheet, what Ali changed, and so on, a series of articles broke out.
36Kr:Jack Ma retires for one year, but Ali is still the same Are you?
Titanium Media, Shenran Finance: Jack Ma’s retirement year:Ali is still able to play, but with skill It’s getting slower
Tencent Deep Web (public account): Zhang Bravely takes over Jack Ma’s first anniversary:market value soars, strong enemies are around, values are dulled
In fact, looking at the current Internet landscape, after BAT, JD.com, Meituan, Pinduoduo, Toutiao, etc. all have their own advantages and their own problems.
But as a pioneer of domestic e-commerce, Ali, plus Ma Yun’s golden sentence on many occasions, no matter how long he retires, Ma Yun’s imprint on Ali and even the domestic Internet will not be easily diluted.
The Jiang Fan Incident and Ali’s Values
Aside from business, Jack Ma left this year. After the Jiang Fan incident, Ali appeared again”P9 Taking the test on behalf of the test. In the follow-up Ali’s internal live broadcast, someone asked this question:Does the handling of Jiang Fan’s affairs mean that Ali’s values have collapsed?
Peng Lei Reply:Although Ali puts a lot of spotlights on his values, don’t misunderstand that Ali is a spiritual organization.
Zhang Yong said:We are a business organization with a very lofty vision, and our values are for our business organization to survive. Good service for 102 years. Everyone knows what the simpler decision is. But we are still a commercial organization after all.
Zhang Yong’s last sentence basically explains everything. The simplest decision is actually easy to make. But for this simple decision, you may have to pay more.
Even if Jack Ma is not retired, he encounters the above problems, there is reason to believe that it is not easy to deal with. Today Ali is not when it was first established, just like Peng Lei It is said that Ali puts a lot of spotlights on its own values. At that time, Ali needed to focus and spread the positive energy.
But any company, especially growing into an industry After becoming a giant, it needs to pursue too much while pursuing communication, such as growth, profit, and competitive environment.
Just like the 3Q war in November 2010, Tencent claimed to all QQ users in the pop-up window. Just like making a difficult decision, Ali also made a difficult decision in the Jiang Fan incident.
This is like, a child who has not grown up has a clear love and hate, and the choices he makes are simple and straightforward, but he has too much burden to do as an adult The decision to export is no longer as decisive as a child.
Traffic and competitors
Ma Yun said:Ali’s traffic portal should be grassland, it’s impossible. It’s the forest. This is not against the intentions and business rules, but from a different business perspective, it will be interpreted differently.
Unlike Kuaishou Douyin, Ali has been in the e-commerce field for nearly 20 years Through the exploration, construction and output of infrastructure, any external traffic will have a premium beyond itself after flowing through the big river of Ali.
Although on the traffic side, the content platform has a more agglomeration effect, the traffic value It’s not the same. Pinduoduo is fierce, but there is no doubt about it that wants to move Ali’s basic game overnight.
While JD’s self-employment advantage is still strong, Ali and JD are basically a tug of war, a long-term war. There is reason to believe that in the field of e-commerce, Ali executives may just be entangled, such as Pinduoduo, but they will never get to the point of anxiety.
As the successor of Jack Ma, Zhang Yong is also doing his best to seek new business growth points for Ali in the future. Buy hungry, restart word of mouth and other resources to suppress local life is a new battlefield. Despite the fact that Meituan is a strong rival, the recent outbreak of food delivery time issues for takeaway riders fully shows that any giant is by no means monolithic. Compared with Tencent’s social games and other fields, Meituan is currently unable to do so. Absolute advantage in the field.
With the continuous increase of Alibaba’s The friction between competitors is inevitable, it is inevitable, and it is inevitable.
There are many reasons why the outside world continues to chew on Ali, but the commonality is that Ali is still a company with high attention.
Regardless of whether Jack Ma retires or not, Ali, as such a huge economy, must take one step.
Maybe when Ma Yun named himself the moment when the wind is clear , He thought of the future e-commerce arena, although there is no him, but there will still be his legend, as well as the tricks he left behind, and how his descendants make waves in the arena.