Ma Yun: Tencent'S Strategy Also Has Many Problems. Jingdong Will Become A Tragedy In The Future.

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It will be a tragedy in the future. This tragedy is what I reminded you on the first day. It is not that I am stronger than he, but a question of direction.

Therefore, I have repeatedly told you in the company, do not touch Jingdong.

Don't rely on us when we die.

At the same time, in his book, Ma expressed his views on the situation of BAT's tripartite confrontation. He said Ali, a strategic leader, would quickly pull off the gap between Tencent and Baidu.

In fact, Ma Yun is using action to prove his assertion. Taking Ali's listing day as an example, the market value not only surpassed Tencent and Baidu, but also surpassed Tencent and Baidu two.

After two months of listing, Ali's market value is almost 2 times that of Tencent, which is 4 times that of Baidu.

In Ma Yun's view, this gap will also be pulled away step by step.

In fact, earlier,

Alibaba once said that Alibaba is not an e-commerce company. Alibaba is a company that helps others become e-commerce. The business mode of Alibaba is rarely seen in the world.

In the book, Ma also elaborated on Ali's growth pattern:

We formed the network effect slowly through the layout of 15 years.

This is the power of strategy.

Before the listing, we made several acquisitions, and many people began to scream and do not understand.

In 35 years, how many people can understand my strategy in buying a house? Even the old lady can understand it. I saw it seven or eight years ago.

Why can I read it now? I told you in 2008 that a real building was built by windows and doors built.

You have to build a small house and build it from brick to tile from scratch; and like skyscrapers, the main material has not been done yet, and suddenly something like that happens. It is because it has been done before.

Social networking has always been Ma Yun's coveted market, but has not been done, referred to the social giant Tencent, Ma Yun said that Tencent is strong in products, WeChat is really fierce.

However, Ali is different from Tencent. Ali is building an aircraft carrier fleet. WeChat is just a product of carrier based aircraft.

Ma Yun also said that from QQ to WeChat, Tencent's carrier aircraft really upgraded.

However, carrier based aircraft can be upgraded frequently, but aircraft carriers can not be upgraded frequently.

The aircraft carrier is made up of many fleets, and its strong fighting power is not from the single carrier aircraft, but the whole strength. Today, if Baidu does not search, what will Baidu do? If Tencent does not have WeChat, what will Tencent do? If Ali does not have Taobao, what will Ali be like? Baidu and Tencent will be finished without search and WeChat, and Ali is not only an agent today.

In addition, the cooperation between Tencent and Jingdong also made Ma Yun unexpectedly. At that time, Ma Yun thought that Tencent joining hands with Jingdong was only a tactical step, and could not pose a real threat to Ali.

He also mentioned: China today, the strategy wins, we are higher than Tencent.

Today, WeChat cooperation with the public comment, the public comment did not produce anything; WeChat did not see anything with the cooperation; WeChat and Jingdong cooperation today is more stupid, so it is only seen in the capital market.

We all feel sorry for ourselves.

If I do not look at the layout in five or eight years, I will die eight years later.

I find that many companies, including Tencent, have many strategic problems.

Ma Yun said in his book that Amazon is the world's greatest enterprise, but he also said that because the United States did not have Alibaba, Amazon was able to survive.

If there is a Alibaba in the United States, can Amazon still live?

Finally, Ma Yun mentioned

There are huge problems in the mode. When the prospect is pessimistic, the book is as follows:

The Jingdong will become a tragedy in the future. This tragedy is what I reminded you on the first day. It is not that I am stronger than he, but a question of direction. There is no way out.

Do you know how many people are in Jingdong now? 50 thousand people! Alibaba is growing up slowly, now only 23000 people.

The takeover adds up to 25000.

Do you know why I don't do express delivery? Now Jingdong has 50 thousand people, nearly thirty thousand or forty thousand warehouses, and 2 million parcels a day.

I now have an average of 27 million parcels per day. What is the concept?

After ten years in China, there will be 300 million packages per day. You have to hire 1 million people. Those 1 million people will kill you. You can try again. And its 60% income is in Zhongguancun and Taobao. It can not be so large on its own Internet.

Therefore, I have repeatedly told you in the company, do not touch Jingdong.

Don't rely on us when we die.