How Far Is The Alibaba From Google?

Marcus Wholsen wrote a biologist who wanted to cook as a good hacker. He talked about topics such as technology and open source, advocating people to clean their cholesterol at home, monitor melamine and develop cancer vaccines.

After all, open source is a politically correct slogan. Even if homemade wine is poisonous, it must be sacrificed for the open source business.

But for this article, such a headline "the Chinese electricity giant Alibaba is ready to make the next Google" is his fault.

I read the reviews. Most of them thought they had spoken their words. "You really knew about Taobao shop." "Alibaba is the next eBay."

This view is not original by Marcus. In fact, in March this year, Ma Yun said in his speech that Alibaba is a "technology company". Deep technological reserves will drive the company to grow further. The future direction of development is cloud computing services, and the two is to build "ecosphere" based on big data.

He pointed out that the most critical point is that Alibaba can put 5000 servers together to run multiple businesses. The company that can do this globally is only "2.5". The leading two are Google and Alibaba, while Amazon can only count "half".

I'm sorry that wired has become so unreliable.

All along, many foreign media are also promoting such a view, but after all, "connect" is a native technology magazine, so running around the train is really a real man.

Don't make fun of it.

How far is Ali from Google?

Who is Google? A thoroughly technical company with numerous technology patents and a company that has zero bit cost to copy its business model to the limit, a company that regards "not do evil" as the company's top dog.

Larry Paige, founder of computer science, Standford, academician of the National Academy of engineering.

Sergei Brin, the son of mathematicians, Standford computer direct, leader of the human genome project.

Look at Ali again.

An electronic business platform, the creed is "let the world is not difficult to do business", the most amazing move is to fight off eBay eBay free.

The founder of Ma Yun and his 18 Lohan mostly had only undergraduate degrees, and not computer majors, such as Ma Yun, an English teacher famous for their courage and willingness to speak and speak well.

Let's talk about the numbers. Let's take this "2.5" problem as an example. The number of Google two years ago is 900 thousand servers, and now it is 1 million times larger than before. Amazon's server is estimated to be more than 1 million according to Microsoft Ballmer, but the computing power is only half of that of Google according to Google.

Alibaba has no public data, but from two things, one is the capacity of Beijing's data center is 10 thousand, and Alibaba has 3 data centers; the two is that Alibaba used 60 thousand servers for double 11 last year, and the total number of estimates is not large in number, that is to say, the number of servers in Ali is 100 thousand.

According to Ma Yun's "server running multiple businesses" server cluster, each Google data center has 150 clusters, each cluster has 40 servers, that is, 6000 servers, which is almost the same as Alibaba. However, there are 10 data centers in the whole Amazon, and a survey by British companies shows that there are 320 thousand servers in these data centers, and only more than 2000 of them are available.

Let's look at the difference between Google and Ali from another dimension: acquisition.

Over the past few years, Google has bought 163 companies for $28 billion, including maps, robots, facial recognition, security, tools and games, mostly in the field of technology.

Looking at Amazon, in addition to the recent acquisition of twitch, the technology company spent 1 billion dollars, most of them were small marketing companies. The last big takeover was 5 years ago, selling shoes Zappos, 1 billion 200 million US dollars.

In contrast, let's take a look at Alibaba's acquisition and investment companies, such as Gao De, fast, UCWEB, micro-blog, cool disk, culture China, platinum journey network, Yintai, tango, Hang Seng Electronics (600570, stock bar), China Digital Media (000156, stock bar), Youku potato and Heng Da football. Do you see any technology oriented business there? Those who say Ali is the next Google, if you just make this conclusion from a valuable point of view, why not take Jia Ji, Coriolis and PetroChina to compare VS?

Let's look at this problem from another angle, and discuss who can occupy the throne of listed technology companies.

Apple is in the ascendant, but there is no need to mention it. The most important thing is Google, the Amazon and Alibaba.

Let's take a look at the summit of a "Google" and "half" Amazon at the beginning of this year.

In March, aiming at Amazon's cloud services with a market share of 85%, Google announced that its cloud computing services had been cut in price, computing engine cost decreased by 32% on average, Google storage prices decreased by 68% on average, and GoogleBigQuery on demand analysis services reduced by 85%.

In response, Amazon also reduced the price of its simple cloud storage by 51%.

Looking at Amazon's challenge to Google, Amazon's mobile phone market has been on the market for only two months. The price of its self built advertising system is not obvious. The investment in Google adwords has risen nearly 100% in the past three years and is close to one hundred million US dollars. In terms of video, although we bought twitch for 1 billion US dollars, people still know only youtube, but there is no Amazon instant video.

Basically, Amazon's only achievement in fighting for Google in the first half of the year is the project director who has dug up Google glasses.

What does the result show? In the field of electronic commerce, technology oriented companies, such as search, make up for short marketing boards, and it is easy for marketing companies, such as e-commerce providers, to make up for technology but not so easily.

What kind of Ali is it? Let me ask this question in a different way: do you really believe that quite a few core members of the group come from the Ministry of foreign trade and economic cooperation?

Now the question becomes: who is stronger than Ali and Amazon?

The answer is obvious.

Although Amazon's fire OS mobile phone is less than expected, it has only a few tens of thousands of units, but the Kindle fire tablet has been sold to over 5 million units, and is still the top three of the most popular flat-panel. By contrast, Ali cloud OS installed 2 million units, which is separated from the target of 100 million sets, and is completely absent from the tablet.

In terms of logistics centers,

It has developed to the seventh generation, and customers increased by 65% last year, and gold users reached two days.

Ali technical parameters are unknown, rookie allegedly wants the whole country 24 hours to deliver, but in the foreseeable future.

In terms of advertising business, Amason's online advertising business is US $1 billion, developed in Amazon Sponsored Links.

Alibaba Taobao advertising accounts for about 5 billion of the total revenue of Ali, but there is no advertising system.

In terms of payment, Amazon supports a variety of payment methods, running well and paying conveniently.

Alibaba is almost blank in this respect.

Alipay went overseas 7 years ago, but now it is almost zero except Hongkong.

Other UAVs such as robots, audio-video, set-top boxes, packaging, payment, search and so on, Ali has not accumulated more in most fields compared with Amazon, and is still lagging behind in many fields.

As for market reputation, let alone.

So, do you believe that a company that is worse than Amazon has a better chance of competing with Google than its former rival?

In the "Why software is occupying the world", Mark Anderson said, now 60 years from the computer revolution, the invention of microprocessors has been 40 years ago. It has been 20 years from the rise of modern Internet. The reality that we are facing is that the whole ball economy is being completely digitized for the first time.

Let's turn on Bloomberg BusinessWeek reporter Brad Stone's new book, "all in one: Bezos and Amazon era" to see how the electricity supplier plays its role in this wave.

"It does serve the customers wholehearted, but it is unrelentless when competing with competitors or even partners."

In his book, Brad combed many famous Amazon's "achievements", including the Quidsi diaper wars, and restored a monster that destroyed publishing, film and television, music, food, daily necessities, clothing and even furniture industry. Amazon revealed the essence of the existing e-business mode, like land desertification, as an irresistible way to destroy everything and put everything in its orbit, regardless of the consequences, no matter what the future will be.

On the other side of the Eurasian continent, Bezos has just been voted the worst boss in the world by German trade unions.

In China, Zong Qinghou, an entrepreneur, said frankly that China "now some Internet traders openly say that they should subvert the traditional economy, that is, to subvert the real economy."

However, the existing price system has been messed up, resulting in the sale of enterprises' products and the sharp drop in profits. Some enterprises can even close their businesses, which has further caused more people to lose their jobs.

Since 2014, the Amazon on the other side of the ocean and the Alibaba on the ocean have discovered the "ceiling" of e-commerce, which is characterized by weak growth, intensified competition, stagnant growth in user numbers, soaring marketing costs and traffic costs, and difficult pformation of mobile terminals at the same time.

Electricity providers are clearly not the right targets to lead the global economic pformation.

Not only that, from the current Internet product form, whether it is a social networking company represented by Facebook and Tencent, or a new media company represented by twitter or micro-blog, or apple, Qualcomm and other hardware products companies, they do not have the leadership of "digital global economy", like search engines.

To defeat the Internet infrastructure, search engines, only search engines themselves.

And the global search companies are worth mentioning. There are only two other than Google, Russia's yandex and China's Baidu.

Yandex is trapped in the plagued by the Russian economic downturn, while Baidu has benefited from the rapidly growing Chinese economy and Internet population, becoming a real challenger for Google.

Sam volkering, an analyst at Agora Port Phillip Publishing, a German think-tank.