Look at Ma's "Eight Outline" after six years.

201065438+On February 5th, Ma delivered a speech at the annual meeting of Chinese business leaders:/A/20101205/000854.htm.

Shortly before this speech, the 3Q War had just ended.

The theme of Ma's speech is "eight prospects for the future of the Internet":

First, the internet is about to step out of the historical "Three Gorges era", with less passion and greater strength;

Second, the client will no longer be important, and the value of upstream industry will rise again;

Third, "monopoly" is a troublesome charge, but sometimes it is an imaginary enemy, which actually does not exist;

Fourth, it is only "assassins" who rob and kill channels, and "revolutionaries" who occupy the source;

5. Advertising mode is the product of "product economy" and intellectual property mode is the darling of "experience economy";

Sixth, don't be intimidated by free. Where there is scarcity, there is a weapon to crack free spells.

Seven, the product economy binds people, and the Internet economy liberates people;

8. In the era of "cloud organization", great companies are not necessarily big companies.

To sum up his speech, my understanding is that because the Internet is a new thing, people are full of curiosity and passion for it. In this process, generate created many innovations and challenges, and created an instant wealth accumulation. However, this stage will pass, people will no longer be curious and passionate about the Internet, but the changes brought by the Internet to society will be greater than ever before.

The business model of creating and competing for channels has ended, and any business model that wants to occupy users' desktops again will face the challenge of failure. On the other hand, the value of upstream industries with good content and good user experience will rise. As long as you create good content or good experience and make use of the convenience of internet connection, you will become a revolutionary in the industry.

In the Internet industry, the real "monopoly" does not exist. Due to the subversive nature of the Internet, any company that temporarily dominates is facing challenges, such as Microsoft, Google and Facebook.

Traditional economy is called "product economy". Because of the separation of product and experience, manufacturers need to go to advertisers to buy attention, which gave birth to the advertising industry. The future Internet will be an era of "experience economy", and products and experiences, that is, attention, will be integrated. Because of the existence of the Internet, there will be no distance between experience products and users, and their value will be maximized.

There is a saying that "the Internet is free". People are not doing upstream industries, but competing for channels. Actually, don't worry about this. Scarcity means value.

More macroscopically, the traditional product economy binds people and the Internet economy liberates people, and individuals will create greater value in the Internet economy ecology.

Great companies in the future are not necessarily big companies. The organizational form of enterprises in the future is just like water molecules and clouds. Enterprises are like water molecules. When a task needs to be completed, water molecules gather to form a "cloud organization". Once the task is completed, water molecules (small enterprises) are scattered everywhere.

In a word, don't argue about the channel, let's do the content.

Looking back on these six years, how much is reality? How many are forming such a trend? What hasn't been shown yet? How much is Ma Hua Teng right? Has Tencent carried out enterprise transformation according to this "eight programs"?

First look at Tencent itself.

Tencent has indeed experienced such a transformation. The most representative product is: WeChat. Wechat is a connector, a connector you can't feel when you use it. If you want to be upstream, WeChat will send it to the official WeChat account. As long as you provide a good enough experience and are scarce enough, you will have enough contact with users and your value will be greatly reflected. Indeed, "WeChat official account" has created countless small businesses, created new ways of cooperation and created new value.

On the other hand, Tencent has not completely transformed into an "Internet channel". Tencent also has many upstream businesses, such as games, news, and even involved in film and television, finance and other industries. Of course, e-commerce and search business have been stripped off and participated in the form of investment and equity participation.

Second, look at the entire Internet industry.

There are some unicorns, such as Xiaomi, Meituan and Didi.

Moreover, in Tencent's ecology, Ali's ecology, or Xiaomi's ecology, many small and medium-sized enterprises have indeed emerged. Compared with six years ago, this ecology has indeed prospered a lot, and I believe it will be more prosperous in the future.

However, there is no enterprise that subverts the "three mountains" of BAT. On the contrary, these "three mountains" have become stronger and may become stronger and stronger.

What is important is that no one is shouting slogans such as "Re-create a Tencent" and "Re-create an Ali".

Ma is really forward-looking, but I don't know when the era of "cloud organization" will come.