Ali What three things did the right thing? Source: Tiger sniffing network ??? @ silverlion ????? play from a strategic point of view and the path of Ali: Things to do pain points, earning top money ????? Ali is a daunting opponent to make giant, also a Let Cock wire beloved leader. Taobao to Lynx, from Paypal to balance Bao, from logistics treasure to a novice, it can always grasp the key points skillfully deflected the question, using the Internet, the use of big data, many small and medium enterprises, countless individuals into a coherent whole, to create a a super empire, its opponents are not in competition with a company, but with the hundreds of thousands of businesses, millions of people in the competition. At first, it won. Ali recent action appears frequently dazzling, behind the deep logic is very clear. We can see from the three point of view of the nature and essence of the play Ali. From a strategic point of analysis, Ali can achieve today's success, and it seems the momentum has not yet cut, are benefiting from these three things done right.
The first: a card flow, logistics, capital flow Ma said, I do not understand the Internet, I was just thinking about the business model. Yes, Ali Baba is essentially a businessman, but threw a vest Internet, doing business is to seize is human, financial, material, Ali's logic is actually the same. One person. Poly people is the first, popular financial gas only. The past two years, Jingdong, Suning rapid rise of B2C businesses, although Taobao Lynx still maintained rapid growth, maintained its dominance, but the growth rate was significantly lower than the opponent, an increase of 210% in 2012, Suning, Jingdong increase of 185%, Taobao Lynx growth 100%. It can be said, more and more customers tend to choose 'well-known department stores,' not settled the size of the business of 'large mall.' Meanwhile, with the rise of mobile Internet, social networking, Ali must get through the crowd focused on the place of such leading mall road, so there Sina microblogging shares, there is a high moral map of acquisitions. Again, do business to do a comprehensive format, in addition to a large shopping mall, as long as with the electricity supplier dip side of the other formats are acquired, what catering and entertainment like music and cultural tourism. Plainly, the acquisition of these dazzling, is money to build roads, abundant business to maintain strong popularity, so the value of commercial real estate. Second thing. Logistics is smooth determines two things, one is perception, one is scale. Many people who defected Jingdong one of the reasons is the receipt really fast, the day will be able to buy even the day of receipt, which is more than N is the next single after a delay to satisfy buyers torture is a great temptation, Jingdong can do a few day delivery, can do to send holiday photos, it is inconceivable for the Lynx Taobao, this mishap a few years ago in mentioning. At the same time, the ability to stream determines the volume of space, such as Singles trading day to a week to digest, so growth potential daily trading Ali also limited. Therefore, it is imperative that the network launched a rookie, had to do. Third, money. Money also determines two things, one is only money to make business turn up, the second is to keep the money to keep the future consumption. The former is the financial, Ye Hao small micro-loans, consumer credit or, helping to expand the scale of the seller, the buyer can help a lot of consumption, Ali do is kill two birds finance through financial incentive for businesses to promote financial profit boost business by . And the latter, you can see operators have stored presented, what the line fitness, food, entertainment has a variety of names stored promotions, online too, Paypal has been the network's most common payment instruments, payment of huge amount of daily , but most people do not want to put money in Alipay, just in time to deal with it. In the past, Paypal more focused on expanding the capacity to pay, energy consumption, to pay utilities bill, ...... can transfer payments, pay treasure now have to play the role of money to cosplay xxxholic stay, it is best to put the money out of wages put here, so the appearance of balance is a natural treasure.
The second thing: only a few hundred million things skillfully deflected the market value of the company, but control of the 1 trillion of transactions, the flow of billions of physical objects, creating three million direct jobs and more than 10 million indirect jobs. By what year do Taobao, Ali made the core of the most missing link? - To establish a trading and credit mechanisms. This mechanism greatly reduce transaction costs and improve the efficiency of the transaction, so that a large manufacturing capacity and "sakura wars cosplay " a desire for affordable consumer docking, the release of huge amounts of energy. Under this mechanism, Ali's job is to maintain a good healthy ecosystems and provide a platform, and businesses are driven by the mechanism, will naturally hard sales and publicity, and even a variety of sales of ancillary include shopping guide, rebates, etc., even if the electrical When shopping the trader, Ali is the most relaxed, because there are numerous businesses in the investment, in overtime to answer questions, order processing and delivery processing. So compared to other electricity providers, Ali is a very light company, according to 12 years of public information, Taobao Lynx a scouring of 6,000 employees, Paypal 3000, Jingdong has more than 2.4 million people, Suning Tesco more than 8,000 people . Let's look at the logistics. Jingdong their 'heavy' is also related with the logistics, but Ali eventually do the logistics, but how to do,
Ma chose a path - intelligent backbone. This stuff has a lot of articles have to be analyzed, specifically how remains to be seen, but a few words before from Ma can be discerned: 'four or five years we have been thinking about a problem, in the end, what can we do to China Logistics fact? the entire country has invested tens of trillions of logistics construction, but not very high efficiency ......, logistics development in Japan is very good, the US logistics development is also very good, but they are based on IT ......, we hope that through 1000, 2000, one hundred million Alice investments can move tens of trillions of China already have infrastructure, be able to play the effect of national infrastructure. 'From these words, I feel that Ali wanted to not duplicate the work of other logistics companies, but is also around 'efficiency' fuss, through more efficient use of existing infrastructure and existing large multiple logistics network, to achieve better logistics experience, release greater deal of space. So as I understand it, is to do the logistics rookie 'Router' and 'CDN', using a large data analysis and understanding of the various logistics network capacity, good network routing, load regulation and items cache. This will be the first to light the company's attitude into this 'heavy' in the field. Financial I do not know, but it feels the same purpose. Bank so much lack? No shortage. SMEs so much money it? Missing. Cock wire customers so much the lack of service? Missing. cosplay costumes for sale Ali financial sector want to do, whether this is to reduce the financial transaction costs, lower credit costs, so that the original can not be for the long tail market broke out of it third thing:? Topmost earn money value chain Ma said, we do It is to help people make money, to small enterprises. Ali is not a charity, as long as companies are willing to enter this virtual empire, rooted willing to make a living in this empire, it has the money, regardless of how companies are in fierce competition in which Ali just a rule-makers and service providers, enterprise in which life and death, survival of the fittest does not matter, as long as the ecosystem is expanding, it will have plenty of food sources. It is the top of the food chain. Do not be jealous, because many companies make money platform really small. Most Internet companies is a single source of income, advertising, games, virtual goods ...... and Ali can too some source of income, the surface, the listing is a service fee and fee PPC, unlisted part is advertising shop service charges, competitive auction fees, but deep-seated need to see Ali firmly in control of the revenue as long as the two can be: virtual commercial real estate, financial and data services. Real estate is the most fiery of the richest industry, Ali Empire's main income is selling virtual land, but also the so-called 'platform.' Whether B2B and B2C, core selling shop (various infrastructure service charge) and location (PPC or window advertising), the position can be said to be advertising, but the majority of its advertising and Internet advertising company actually has a great is different from most Internet is similar to the media, the purpose of advertising is not the main customers visit, and Ali's customers has always been to consumption, from this perspective, window or storefront location closer to the truth of the origin, but also closer to Ali's marketing model . Financial and data services in the physical world is the highest areas of the value chain, while Ali Empire holds the core data trillion economy, and thousands of enterprises operating conditions, consumer behavior of millions of individuals, this income is really like to have dare to think ah. So in the past two years, Ali's strategy to have repeatedly stressed financial and big data, in fact, within the scope of Ali empire, these two services practically no rivals. Ma is sensible, things do pain points, earn top money. Three paragraphs down, Ali looked really the best, to do things are the most important, money is the most valuable, and everything was perfect. However, the basis of all this are derived from the ecological Ali empire, if ecological shaken, enterprises want to go, the land is not worthless, financial and data is without trees. Therefore, in the interests of a large whirlpool ecosystem, the fate of Ali, and thousands of businesses have been tied together, any action must be careful, may not be able to decide by the Ali family. This is another interesting topic.