Pick the most important ones

Many people say that Alibaba and JD.com compete. There is inevitably some competition, but the business models established by the two are completely different

< p>In other words, in Penguin’s short career as an IT reporter, the last industry conference that could bring together the leaders of China’s top Internet companies, apart from the World Internet Conference in Wuzhen, was the IT Leaders Summit in Shenzhen in 2013. In the past two years, reliable industry conferences have been rare. Privately, Mr. Penguin also laments with many colleagues in the industry that attending industry conferences nowadays is a waste of time.

Fortunately, this World Internet Conference found almost all the CEOs of China’s top Internet companies. On November 19th and November 20th, the big bosses took to the stage to give speeches and interact.

Penguin Jun, I estimate that industry conferences with such a complete lineup may not be seen in the next few years. Well, when the conference is about to end tomorrow, Penguin Jun, let me count what the big guys said at this World Internet Conference:

Ma Huateng: Tencent returns to social networking and communications , WeChat phone book has an impact on operators.

1. Tencent returns to social networking and communications.

For Tencent in the past year, Xiao Ma's summary is: cultivate one's moral character and return to the essence. He said that Tencent is best at communication and social platforms, and the value of social platforms and communication tools lies in connectors. . Based on this logic, Tencent sold many of its original derivative businesses to external parties.

2. The game business is what Tencent wants to retain.

Since Brother Ma said that the core of Tencent is communication and social networking, what about other businesses? It's hard to say about other businesses. It seems that the most profitable games should be retained and made by ourselves. As for the logic of retaining games, Xiao Ma led the topic to entertainment content and intellectual copyright:

"China Internet After 18 years of development, it has gone from completely disordered and not paying attention to intellectual property rights to now paying more and more attention to intellectual property rights. Videos, music, animation, etc. will form an intertwined intellectual property ecosystem. ”

And on the second day. At the forum, Jack Ma also said that Alibaba will solve the happiness problem of Chinese people in the next ten years, so it will make football and movies. As a giant, everyone is also very keen on making entertainment content.

3. Respond to the WeChat phone book controversy: This is an uncompetitive product.

There was an interesting episode on the first day. A practitioner in the virtual operator business asked Ma Huateng about adding a call function to the WeChat phone book. The topic obviously pointed to Tencent and Tencent. The operators have not yet completely settled the OTT crisis.

Ma Huateng’s response to this was very generous: WeChat phone book is a short-term term and is not competitive, because the operator’s call service may be free in the future.

Ma Huateng also said that operators should increasingly see the value of data, which is replacing the original value of calls and text messages. As for the WeChat phone book to actually increase the usage scenarios of voice calls, operators should cooperate with OTT companies. This is not a zero-sum game.

Jack Ma said: Our mission is to cultivate many JD.com.

The new richest man Jack Ma gave a long speech the next day, which was very consistent with his positive energy style as a young mentor. I think it was very exciting. Everyone should watch the video of the speech, but in the Internet industry The information that I am more concerned about is actually the following:

1. How to spend more money? Alibaba’s investment logic is to buy whatever is in short supply.

Alibaba has bought many companies in the past few years. Where are the boundaries? Jack Ma's answer is:

Alibaba's business model is an ecosystem. All investments are made for the establishment of this ecosystem, and are not necessarily what Alibaba needs. If the entire ecosystem needs certain skills and capabilities, I will support (mai) this industry.

As for what kind of ecosystem Alibaba will build in the future, Jack Ma’s answer is that this ecosystem will solve the health and happiness problems of Chinese people:

Ali is worried about China’s future in 10 years The big problem is social responsibility, but the smaller problem is what the opportunities will be in 10 years. China's biggest troubles in 10 years are health and happiness issues, so I invest in movies, sports, and medical care. Many problems will arise in these fields in 10 years. We start to prepare today. The social problems in the future will be our huge opportunities.

So everyone understands that Alibaba’s investment logic is to buy whatever is lacking. As for the field direction, it really doesn’t matter.

2. Alibaba’s business model is to cultivate many JD.com.

Jack Ma once said: I have never met Liu Qiangdong, he can do whatever he likes. At the forum on the afternoon of the 20th, Ma Yun actually met Liu Qiangdong. Although Robin Li sat between the two, it did not prevent Ma Yun from attacking Liu Qiangdong:

I want to quarrel with Liu Qiangdong. What he said is correct. E-commerce must solve logistics costs and operating costs. And what is Alibaba going to do? We need to cultivate more JD.com and let such companies make money. There are huge differences in the business models of Alibaba and JD.com: we do not sell goods, deliver goods, or inventory. We help others do e-commerce, and we hope that others can sell goods more conveniently and effectively.

Of course, Dong Ge also fought back later:

There are indeed millions of small “JDs” on Taobao and Tmall, but the nature of small sellers on JD.com and Alibaba platforms Different, the flow of items must be orderly, and we must ensure that the flow of each item is managed in an orderly manner. Therefore, there are essential differences between JD.com and Alibaba platforms.

Although Brother Dong fought back, no matter how you look at it, it is not as domineering as Jack Ma's "We want to cultivate more JD.com".

Robin Li: It’s my fault that Baidu didn’t do a good job in mobile Internet before, okay?

As the most handsome boss, Robin’s public speeches are indeed becoming more and more interesting now, and some people even presented flowers:

1. Baidu has been delayed in the mobile Internet for two years, I Wrong.

Baidu has always been considered to be relatively lagging behind in the field of mobile Internet. Today, Robin Li actually took all the responsibility on himself:

Many years ago, someone told me to pay attention to mobile phones. I paid attention to mobile search. I used a mobile phone at that time and felt that this thing was not good, slow and expensive. I always said no to these suggestions. But from the end of 2012 to the beginning of 2013, we suddenly realized that smartphones were rapidly popularizing in China and brought more and more convenience to users. We also suddenly realized that it was too late to make efforts, and we did not think about the transfer of PC products. There are too many pitfalls in moving.

As for the pain during the transformation, Robin Li said:

The entire transformation process is actually quite dangerous and painful. On the one hand, there are many things to do, and on the other hand, there are many things to do every day. Some people say you may not be able to survive anymore.

Of course, the background of Robin Li's statement is that Baidu's Q3 financial report reported that "mobile search traffic exceeded PC search traffic", which somewhat reflects Baidu's progress in transforming into mobile terminals. In this regard, Robin Li also said very proudly that Baidu's two-year transformation has seen results:

We previously told investors that Baidu has entered a transition period of about two years and must make every effort to make mobile a business. Well, Baidu's third quarter financial report was announced at the end of October. Mobile search volume surpassed PC search volume for Baidu for the first time. This surpass may be permanent. I think this is a very milestone. I believe that the revenue and profit will not be too far beyond that of the PC version.

2. Among the many opportunities, Robin Li is most concerned about artificial intelligence.

Robin Li also said that what worries him most now is that there are too many opportunities. He has to give up certain opportunities and focus on what he is really good at and likes. When the host asked Robin Li to pick one thing that he was most focused on, Robin Li said it was artificial intelligence:

One day computers will be smarter than the human brain. How can computers simulate the human brain and realize the understanding and pattern of natural speech? recognition, computer vision. For example, if I take a photo of Jack Ma, I can immediately match who is the most suitable person to marry him. Now you may think it seems a bit far away, but in fact it will be possible soon.

Zhang Chaoyang: I regard Sogou search as artificial intelligence

Penguin Jun’s boss Charles must particularly agree with Robin Li’s talk about artificial intelligence, because he has been talking about Sogou in Wuzhen The concept of "artificial intelligence":

1. Zhang Chaoyang: I regard Sogou search as artificial intelligence

For Sogou search, Zhang Chaoyang expressed that he prefers to regard it as artificial intelligence, a search engine Providing input, output and cloud computing, the push technology behind the Sohu News client is also based on Sogou search. In the future, precise advertising in the video field will also be based on Sogou.

As for the future development direction of the Internet world, Zhang Chaoyang said that now everyone carries a mobile phone or wears a wearable device, allowing communication between people and between people and things anytime and anywhere. Zhang Chaoyang believes that communication between people is similar to WeChat and social networks, and communication between people and things covers all aspects of human life, and there is corresponding artificial intelligence behind all communication. Sohu hopes that its search engine can provide such wisdom.

2. Zhang Chaoyang and Ma Huateng communicated about the prospects of search as artificial intelligence

In fact, a more interesting thing happened on the first day. When Zhang Chaoyang communicated with Ma Huateng, he talked about why Sogou search Can access the WeChat public platform:

Zhang Chaoyang said that Tencent is returning to its best communication and underlying storage technology, which connects the world and makes future searches more intelligent, making the cooperation between Tencent and Sogou More promising.

Ma Huateng responded that there are currently many services in the Internet of Things search, and there is a lot of information stored in the WeChat public platform that cannot be found in traditional search engines. Tencent has integrated this content into Sogou, and the results are good. , I believe that in the future, a lot of real-time status information should be included in search engines, and a lot of things can happen.

Lei Jun: I will tell you about surpassing Apple first, just in case it comes true.

It must be said that the guest lineup of the World Internet Conference is really impressive. Apple's global senior vice president Bruce Sewell and Xiaomi founder Lei Jun both appeared in the forum on the afternoon of the second day.

The host asked Sewell: Lei Jun said that based on Xiaomi’s control of the Internet and investment, Xiaomi may become the world’s number one smartphone company in 5-10 years. Do you have a sense of crisis about this? ?

Former Intel General Counsel Bruce Sewell's answer is: it's easy to say.

In this regard, Lei Jun was very clever and quoted Jack Ma's famous saying:

Jack Ma also said something, what if it comes true? Xiaomi is a very small company. We founded it more than 4 years ago. I believe no one can believe that Xiaomi, which just made mobile phones 3 years ago, has become the third largest company in the world. Therefore, in the magical soil of China, in addition to producing such awesome companies as Alibaba, The company has also produced small miracles like Xiaomi.

2. Lei Jun said that he is going to beat Dong Mingzhu.

Compared to Apple, which may be defeated in five years, Lei Jun also mentioned an opponent that may be defeated in a few years: Gree.

Let me briefly introduce the bet between Lei Jun and Dong Mingzhu at the end of last year: At the end of last year, Lei Jun and Gree Chairman Dong Mingzhu made a 1 billion yuan bet on Xiaomi at a CCTV event. Can sales surpass Gree within 5 years?

This time in Wuzhen, Lei Jun said in an interview with CCTV Finance that Xiaomi was about to win:

When Dong Mingzhu and I made a bet last year, Gree’s sales were 120 billion, and Xiaomi’s was About 30 billion, a difference of 4 times, so Mr. Dong came up and said that she would win 100%. This year Xiaomi can achieve 80 billion, and Gree can probably achieve 140 billion this year, but the gap is less than 1 times, and Gree will lose in one or two years.

Lei Jun was very happy to see the victory he saw:

When I made the bet with Mr. Dong, I was 99% sure. The reason is very simple. I believe in the Internet. The Internet is It is growing rapidly, even if it is as big as JD.com, it is growing by 50 or 60%, which is very fast growth. Therefore, Mr. Dong Mingzhu may not understand the characteristics of the Internet well enough. I told her to bet 1 yuan, but she told me to bet 1 billion.

Penguin Jun has to say that Lei Jun is really competitive.

Jingdong Dongge: Compared with Ali, we are barefoot.

Dong Ge, who drank milk tea and went to the United States to ring the bell in the first half of the year, has great fame, but on the same stage with Jack Ma in Wuzhen, I have to say that Dong Ge is still a little bit inferior.

Liu Qiangdong was inevitably asked about the differences between JD.com and Alibaba. Faced with the difference in size between the two, Brother Dong had to admit: With Jack Ma here, I am the one who is barefoot. .

But then Brother Dong began to fight back, explaining JD.com’s unique logic in the e-commerce field:

Many people say that Alibaba and JD.com compete, and there is inevitably some competition, but The business models established by the two are completely different. Jack Ma just said that Alibaba helps small entrepreneurs with dreams, helps them grow, realize their dreams, and makes them successful. When we started e-commerce on JD.com, what we wanted to solve was the business cost and efficiency issues in Chinese society.