After Jack Ma abdicated, Zhang Yong took over Taobao’s most important change. To put it in the most straightforward terms: treating consumers and merchants as fools.

1. On the consumer side, enable Thousands of People and Thousands of Faces to increase search difficulty

After Thousands of People and Thousands of Faces is activated, it will be difficult for ordinary consumers to search for affordable products. The products are no longer strictly recommended by keyword matching, but are recommended by the system after secondary processing and reprocessing. Consumers can only see more expensive links.

The key to Zhang Yong’s use of thousands of people and thousands of faces is nothing more than to engage in the so-called consumption upgrade, which is to allow every customer who consumes on Taobao to spend more money each time, increase the unit price per customer, and increase the overall price. Platform revenue, but this undoubtedly brings huge shopping costs to consumers, resulting in the prices of many commodities being seriously inflated and offering no benefits at all.

If things go on like this, C-store merchants will eventually almost disappear because they sell less and less, and the free traffic will become lower and lower, or they will be forced to raise the price of goods and increase the profit of each order, which will eventually lead to the collapse of Taobao as a whole. It’s hard to find cheap products on the platform.

When a platform is obsessed with money, what is its value to consumers? As the CEO of such a large company, such a layout would be a waste of time for both the company and consumers. Jack Ma was horrified to think about it when he asked Zhang Yong to do it.

2. On the merchant side, the traffic is tight, the payment system is cumbersome and complicated, and the fees are extremely high

Taobao’s traffic is now heavily concentrated in major activities, and the traffic in major activities is Traffic is heavily concentrated on top sellers, and all daily traffic is also concentrated on top sellers.

You may know that Douyin’s traffic is decentralized, that is, it will not completely concentrate the traffic on the head, but ordinary people can easily obtain traffic, but Taobao is different. Taobao It can be said that they have been doing one thing, which is to control the traffic infinitely, circle the traffic, and give it to whoever they want. In this way, the traffic is concentrated on advertising and top sellers. From this point alone, Douyin and Taobao stand out. now.

As a merchant on the Taobao platform, I often joke about running a through train. I burned thousands of yuan an hour, and the transaction volume was dozens of yuan. The boss angrily criticized the operation. There are many such jokes, but this is really not the case. A joke.

Since Zhang Yong came to power, the entire payment system has become more complicated. The through train costs a lot of money, and the production ratio is frighteningly low. In addition, there are thousands of people, and as a merchant, even if you have the same product It’s half cheaper than your peers, but you still can’t get traffic, and consumers won’t see it at all, because thousands of people push other people’s expensive products to consumers.

3. Why is it said that Zhang Yong single-handedly helped Pinduoduo?

Looking at it now, in order to increase revenue, Zhang Yong proposed consumption upgrades and created thousands of products. The Renqianmian system allows consumers to spend more money to buy the same product, which provides technical and policy support for leading sellers to increase the selling price of products, which directly leads to the price of products that can be seen in the entire Taobao system. The false high is 20-30, and some are even falsely high by 100. At the same time, the traffic is highly concentrated on top sellers. Small merchants are those in C stores. Their affordable products have no chance to sell. What should I do? We can only run away and find another way out!

It is in this context that Pinduoduo sees great opportunities! Just take the order and get it all! Thank you Mr. Zhang for the big gift package!

It can be clearly felt in the past few years that Tmall stores often receive Pinduoduo merchants to place orders for delivery. Because many Tmall merchants are promoting their stores, Duoduo merchants directly list them at low prices. After selling the products, they would go to Tmall to place an order with Alibaba and earn a commission. At that time, many merchants wrote emails to Alibaba for feedback, but Alibaba seemed to look down on the Duoduo platform at all! Just let it go!

I remember the two funniest things back then

The first one is that before JD.com developed, it always boasted that it was the strongest competitor to Alibaba. Dong Ge’s various platforms deliberately competed with Alibaba. Competing with Ma Yun, and finally Ma’s father responded, he responded! Speaking of that famous saying, Jack Ma: Our goal is to cultivate more JD.com! Is this saying widely circulated? Yes! Can it be said that the entire Internet knows about it? Everyone knows! But most people think Jack Ma is so smart! It’s so refreshing to say that and I’m so happy! But in fact Brother Dong almost woke up laughing! ! Just your words have made JD.com famous across the country. Everyone knows JD.com and feels that JD.com can really shake Alibaba and become Alibaba's opponent! What seems brilliant is actually Jack Ma's downfall!

The second thing is that Zhang Yong responded to Pinduoduo three years ago, "Even if we have lost some users in the near future, I can say that a large number of users have now flowed to Taobao. As long as we do not miss it three times in a row, If you are satisfied, users will definitely come to Taobao. Just think of it as helping me develop the rural market and educate users." Is it sour? A slap in the face or not?

Although Zhang Yong cannot be said to be Ali's gravedigger, he is definitely Ali's sinner. The reason why Ali has reached the top can be said to be success or failure. The mistake is that he used a CFO to do it. As a CEO, how can a person who is calculating every day make strategic plans? A sudden consumption upgrade has left a gap in the entire sinking market, leaving many rural areas to surround the city, which is sad.