Yu Yongfu: The end of the traditional Internet era has ended

On April 28th, at the 2015 Global Mobile Internet Conference (GMIC) held today, Yu Yongfu, President of Alibaba Mobile Group, gave a keynote speech and expressed his views on Internet+.
Yu Yongfu said that "Internet +" is not equal to + Internet. + The internet is actually a physical reaction, but "Internet +" is a chemical reaction. "Internet +" itself is not about cutting the original market, it will bring huge increments and variables.
Yu Yongfu summed up the keywords of "Internet +". First, the reconstruction of supply and demand brought huge economic energy. Second, it will bring the second wave of entrepreneurship in China. Third, there will be more variables in such an era. The fourth keyword is the cross-border integration of the Internet and non-Internet. It is awesome for non-Internet. heart.
Yu Yongfu: The entrepreneurship in the traditional Internet era has ended. The following is the full text of Yu Yongfu’s speech:
Yu Yongfu: Hello everyone, I am Yongfu. It should be said that GMIC is a full-time player. The word "Internet +" is a hot word. In my thinking, it brings good news and brings a bad news. . The traditional Internet has ended. There are several mountains in the United States. After China has formed several major sectors, its innovation will continue to emerge. However, from the perspective of entrepreneurship, it is already a big opportunity to become smaller and a small opportunity to become bigger if you can Make a big business, congratulations, you are a fish. For most people, entrepreneurship in this era is over.
At the same time, we saw a good news and opened a new door. What is this door? Everything is the Internet, that is, after ten years, everyone thinks that the center of GMIC's discussion must not be the Internet, because there was no Internet at that time. Now when you start a business, you can see that all the industries are not fashionable if they don't add an Internet. From the beginning of our Internet mobile phone, even our meat is full of Internet. I recently heard that the most exaggerated thing a brother is doing? Internet pinch, I have not experienced it, I thought for a long time, did the technique change the thread on my feet? Certainly not the case. But the Internet has become an artifact, and any industry can add to the Internet. This is good news.
But to calmly look at another question, what is changing? What hasn't changed? In fact, when everyone talks about the Internet, everyone can take a look. In fact, there are not many changes in the Internet. What is the change? In fact, it is not the Internet part. What changes are those people and things that are not part of the Internet. I think this is how we should calmly take a look at this "Internet +".
This summary "Internet +" does not equal + Internet, this is a CCTV summary, if it is + Internet is actually a physical reaction, but "Internet +" is obviously a chemical reaction. It is equal to hydrogen + oxygen is not equal to the mixing of two gases, it produces a violent chemical reaction, resulting in a new species of water, I think "Internet +" itself is not the original market how to cut again, it will bring Come with huge increments and variables.
Let us look at it. If we make a quick summary of the Internet in the past decade, from an economic point of view, the Internet in the past decade is essentially refactoring efficiency to solve the problem of transparency and efficiency of information. For example, with the Internet, in fact, our service duration is no longer restricted, because the server can run 24 hours, no longer 8 hours of service, or 12 hours of service.
What is the second improvement in efficiency? It is the width of your service. It is no longer considered whether you cover Beijing, cover Chaoyang District, cover Hebei Province, cover North China or cover China. It is a point of access to the whole world, and the efficiency perspective has been improved. The ultimate goal is to provide a connection between the actual provider and the consumer. So this is the entire traditional Internet to today, from an economic point of view, I think the core is to solve the efficiency problem. But if we look to the future, I feel that opening this door, from an economic point of view, it will produce economic value far higher than the traditional Internet of the past decade. why? It reconstructs the core of the economy, supply and demand.
From the perspective of supply, we can make full use of the resources of the society. For example, let me give you an example. In fact, the daily usage rate of each person's private car is less than 2%, and 98% of the time is wasted. How to put this kind of idle resources as a new supply to the entire economic cycle will be a huge value. With this idea, we can think about it. As long as the idle resources are put into the economic cycle, it is a huge value. If you start a business, I suggest that friends have to consider it. If you are in Beijing, you use a series of SLRs that Beijing people often use, and you change to a renting mode. Uber's model can be used everywhere. It is actually a refactoring supply that can make use of idle resources. Another latitude is actually creating new consumer scenes. Let me give you an example. For example, today is rainy day. I want to eat hot pot. If the weather is bad, I will not go out. At this time, I will reduce it as a demand, but some people are willing to send the hot pot to our house. This actually increases. A new demand. Therefore, from an economic point of view, "Internet +" will generate greater economic potential than the traditional economy, and will also create greater economic value.
I just mentioned the example of a special car, but for the case of taxiing, for example, from an economic point of view, I think the value is really small, because it is redistributed in a stock market. For example, there are a total of 80,000 taxis in Beijing. You can get some people to get to the car more conveniently by taking a taxi, but it is thought that other people are more inconvenient to hit the car because of your supply and There is no change in the total amount of demand, so this is the economic value of reconstruction and the reconstruction of supply and demand is completely different.
Another change I think is about the entrepreneurs who brought this door open? The traditional Internet entrepreneurship is actually an opportunity for a group of people to start a business. You can talk about computer learning and IT learning. You can say that he is a maker, an elite, but for "Internet +" In fact, even people in all industries have the opportunity to participate in the tide of this venture. I think this can really achieve mass entrepreneurship and innovation.
But the more this is the case, I want to share with you at such a time, what is sharing? Awe, because each of us is doing business, we must pursue to run fast, on the one hand, we must pursue to run far. This is the most important thing we have when we start a business. On the one hand, we must run fast, on the one hand. I have to run far. The Internet runs very fast, but when it comes to the farthest place, what we need is the professional ability of the non-Internet, because it is a cross-border integration business. UC was actually Internet + mobile at the time. We are not doing the Internet better than others. I am moving more deeply than others. Ali is not doing a good job, the core wins in the business, the same is true for Gao De, the Internet + map, the Internet runs fast, but you have to run far away in fact, you need your lower body, you need your professional ability, this I Conversely, many of our Internet friends should be awesome about non-Internet, because ultimately it is the success of professional ability.
I share a few examples. The first example, I take Gao De as an example. This is actually how to generate variables in "Internet +". Traditionally, if Internet maps are used on the Internet, look at an electronic map. But when it comes to Gouda, when it comes to moving maps, the most important thing is that it is different from the original chemical reaction. For example, in transportation, big data, we are based on the traffic big data cloud, in fact, the user's products are made. In the first stage, we provide users with information about the road conditions. In the second phase, we have provided users with the past few years. The better one is how do you avoid congestion when you know this road. A city like Beijing is definitely a city block. Since you can't make a car less, can you make the whole traffic flow more smoothly? This is actually a very important word of mouth for Gaode. We are working hard to hope to enter the third stage very quickly, which is the prediction and forecast of traffic conditions.
In April, we released a new public service platform based on the high-tech traffic data cloud. We used a new model to realize a model of transportation for everyone and me for everyone. We put the entire traffic committee around the traffic control bureau. The government traffic station uses all such platforms to connect it. That is, the data owned by the Traffic Management Bureau is only a part of it. It is only on the main road. It is not distributed throughout the whole process. Its data is not as high as the data. We are willing to open such data and capabilities to the whole society and solve an important problem. The problem, the problem of people's livelihood, is transportation.
What is the other livelihood issue that is of the utmost concern to the whole society today? The environment, this year has a film, said to be sealed under the "under the dome", let us really have a new understanding of the environmental issues. So there is actually a lot of support behind this. This is also Gaode and IPE, which is the public environmental research center. In fact, an important cooperation, we can see the entire air environment on the map of Gaode on the blue map of IPE. Variety.
In summary, "Internet +" has four keywords, the first to restructure the supply and demand brings huge economic energy. Second, bring the tide of the second entrepreneurship in China. For many entrepreneurs, you have the opportunity of the second spring. Third, in such an era, I believe that there will be more variables, with these businesses, when I share with the team, I said that we have to think about how to build a capability to create more variables, this It was the dream of UC when it started. Why was it called UC at that time, what can you let the users and the industry do? Today we are going to use this ability to create more variables. The fourth keyword is the cross-border integration of the Internet and non-Internet. We actually have awe of non-Internet.
Finally, I want to talk about Ali, because Ali has a very important strategy throughout the day. The key word is actually ecology. A year ago, UC integrated into Alibaba. In fact, UC and Gaode in the past 12 months, We have created a new record for the Chinese Internet. As of today, no more than a thousand Internet companies have successfully integrated, but the integration of Goldtech and UC has achieved such a new record. Our business has achieved faster growth in the past year, and our brand has been A larger one is recognized by the user. Therefore, for the whole year passed, many people also asked, Yongfu, with Ali mobile group, how do you think about your future? Tomorrow is also a formal sharing with everyone after a year of retreat. It is what Yongfu thinks about the future of the business. Tomorrow at 9:30 am, 311, thank you!

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