蔡崇信谈阿里：我们发现我们落后了

第一财经04-05

阿里巴巴的领导者们正不断释放出对过去几年战略错误的反思。4月3日，在挪威主权财富基金（Norges Bank Investment）发布的最新访谈视频中，阿里巴巴联合创始人、董事局主席蔡崇信谈及阿里巴巴面临的严峻竞争，表示阿里审视内部并反思过去几年的情况时，发现阿里巴巴落后了。“因为我们忘记了我们真正的客户是谁。我们的客户是使用我们的应用程序购物的用户，我们没有给他们最好的体验。所以在某种程度上，...

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splinter
04-05
splinter
也不知道之前是谁在叫嚣说，客户和用户不一样。自食其果了吧

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Investment）发布的最新访谈视频中，阿里巴巴联合创始人、董事局主席蔡崇信谈及阿里巴巴面临的严峻竞争，表示阿里审视内部并反思过去几年的情况时，发现阿里巴巴落后了。“因为我们忘记了我们真正的客户是谁。我们的客户是使用我们的应用程序购物的用户，我们没有给他们最好的体验。所以在某种程度上，我们有点自食其果。”蔡崇信表示，阿里首先要承认错误，并对人员进行改组。他评价新上任的阿里巴巴CEO吴泳铭“非常非常注重用户，专注于产品、界面和用户体验”，这对阿里巴巴来说是最重要的。去年11月，阿里巴巴创始人马云也曾在内网发帖祝贺拼多多过去几年的决策，执行和努力，并“坚信阿里会变，阿里会改。”对阿里巴巴尤其是淘宝过去几年路线的反思似乎正在成为阿里巴巴领导者们的共识，阿里巴巴的改革、重组也由此推进。“大公司的组织结构是固定的，然后他们就不会改变，因为人们不喜欢改变、不想换工作、害怕被解雇。然后公司的（战略）方向要融入到组织架构中。但事实不应该是这样。你应该定义方向是什么，然后设置公司的组织。”蔡崇信谈到淘宝因此在内部进行了重组，吴泳铭成为集团CEO兼淘天集团CEO，和三个月前比淘天的团队已有了很大的不同。此前，2023年12月，吴泳铭宣布淘天集团进行大刀阔斧的组织调整。数位“80后”成为淘宝、天猫核心业务的领导者，从蔡崇信的发言来看，能否改善淘宝、天猫的用户体验，为阿里巴巴弥补过去几年的错误，或将成为阿里巴巴集团考量淘天集团新管理团队的重要指标。同时，蔡崇信认为中国消费市场的消费潜力可能带来阿里的增长空间。“如果你看一下整个中国经济，中国的制造产量约占全球的31%，但是消费者的消费仅占全球消费的14%。显然，存在一种不平衡的现象。”蔡崇信提到，目前中国消费占经济总量的比例低于发达市场，中国市场仍有巨大的消费潜力。他认为，房地产市场的低迷、年轻人对工作的不确定影响了他们的消费欲望，但中国的储蓄率非常高，家庭现金仍然非常充裕，消费能力是存在的。此外，蔡崇信还提到了中国在人工智能发展方面遇到的挑战。“我认为中国现在落后了。很明显，像OpenAI这样的美国公司确实领先于其他所有公司。但中国正在努力追赶。”蔡崇信表示，如果具体到时间，他认为中国可能落后顶级模型两年。他提到，芯片和半导体的限制确实使阿里云受到了影响。“从短期来看，也许从中期来看，这是一个问题。但从长远来看，中国将发展自己制造这些高端GPU的能力。”访谈最后，蔡崇信建议年轻人学习好一两种非常基本的技能来增强竞争力，他举例了编程、数据科学、心理学作为值得学习的科目。举报文章作者陈杨园","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":292028545753232,"gmtCreate":1712321989280,"gmtModify":1712321991976,"author":{"id":"316167979112976","authorId":"316167979112976","name":"splinter","avatar":"https://static.tigerbbs.com/ded9f2b69e5422970705aa6e7da58186","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"316167979112976","authorIdStr":"316167979112976"},"htmlText":"也不知道之前是谁在叫嚣说，客户和用户不一样。自食其果了吧","listText":"也不知道之前是谁在叫嚣说，客户和用户不一样。自食其果了吧","text":"也不知道之前是谁在叫嚣说，客户和用户不一样。自食其果了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292028545753232","repostId":2425553496,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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