马云演讲稿
马云演讲稿【1】
I’m so honored.
I never expect there are so many people coming here to listen to my talk.
And when I sitting there I feel so important.
Thank you, thank you very much.
Before my talk I would like to ask how many people here have used Alibaba services.
Good, not many.[Laughs].
And how many of you here have never been to China? Never been, never been to China.
Good, thank you very much.
Well, 20 years ago I came to America.
My first trip to America, to Seattle.
Before that I learned so much about America, from my books, from my teachers, from my school, and my parents.
And I think I know enough about America.
But when I came to America I thought totally wrong.
America is not what I learned from the books.
And in Seattle I found the Internet, and then I came back and tell my friends that I’m going to open a company called Internet.
I invited 24 of my friends, had a two-hour discussion.
And finally [unintelligible 00:01:19] we had a vote.
23 of them against me.
“Forget about it.
There’s no such kind of network called Internet.
Don’t do it.” There’s only one person who said “Jack, I trust you.
I don’t know what that is, but if you want to try it, go ahead, try it.
Because you’re still young.” At that time I was 30 years old.
So I started my business, without knowing anything about computer, without knowing anything about business.
I started my first company, my wife and I and a school mate.
We borrowed [start] from US $1,000 we start the business.
It was so difficult.
I called myself like a blind man riding on the back of blind tigers.
Jumping around for the past 20 years I survive today.
For the first three years life was really bad.
I remember I tried to borrow US $3,000 from the banks.
It took me three months asking any friends I know to borrow the money [unintelligible 00:02:22].Still failed, coz verybody said “Jack is telling a lie, because there’s no such network called Internet in 1996.”
So one day, later 1996, China was connected to the Internet.
I invited ten media friends to my apartment.
I want to tell them I’m not telling a lie.
There is a network called Internet.
We waited three hours and a half to see the first – to download the first picture.
And people said “Is that thing going to work?” And I say “Yeah, it’ll work, but not today.
In ten years it’ll work.” But at least it proved that I was not telling a lie.
I remember when we tried to help our small business to sell online.
Nobody want to sell because nobody come to buy.
So first week we have seven employees, we buy and sell ourselves.
The second week somebody start to sell on a website.
We buy everything they sell.
We have two rooms full of things we bought for New Year’s, [all garbage] for the first two weeks.
In order to tell people that it works.
It was not easy.
Since 1995 to 1999 we failed.
We go nowhere, our business, because nothing was ready.
In 1999 I invited 18 friends of mine who came to my apartment.
We decided to do it again.
We call the name alibaba.com.
And people say why Alibaba? We believe Internet is a treasure island which opens sesame for small business.
And we used Alibaba because it’s easy to spell, easy to remember.
And we want to focus on helping small business.
Because at that time we see [unintelligible 00:04:26] commerce [with the] American e-commerce they focus on helping on big companies, they’re focusing on helping big companies to save the cost.
We believed China we don’t have a lot of big companies, we have so many small business, and small business it’s so difficult for them to survive.
If we can using Internet as a technology to help small business it’ll be fantastic.
So we start to say if America is good at helping big companies, just like America is good at making basketball we should play pingpong in China, we should help the small guys.
And we should not helping small guys to save cost, because small business know how to save the cost, but small business should learn how to make money.
So our business is focusing helping small business to make money online.
And we want to make the company last for 102 years.
And people are curious – why 102 years? Because Alibaba was born in 1999, last year we had – last century we had one year, this century 100 years, next century one year.
102 across three centuries.
We give a clear goal to any employees.
Don’t say we are successful, no matter how much money we raised, no matter how much money we make, no matter how much we have achieved.
Don’t forget we want to live 102 years.
Now, 16 years passed, we have another 86 years to go.
Because in next 86 years, if any time we die we’re never successful.
When I heard this club is 108 years old I was surprised and shocked.
There’s so much we can learn from that.
Well, today nobody believed that Alibaba could survive, because people say “You are [free], you’re tiny” and, you know, and especially when we talk about – when we IPO’d people say “Ah, you are Alibaba, you are e-commerce.
You’re like Amazon.” Because in American point of view Amazon probably is the only business model for e-commerce.
But no, we are different.
The difference between us and Amazon is that we do not buy and sell, but we help small business to buy and sell.
We have 10 million small business on our site buy and sell every day.
And we do not deliver our packages, although – ourselves, though we have more than 2 million people help us to deliver over 30 million packages per day.
We do not own warehouses, but we manage tens and thousands of warehouses for other small, medium sized delivery companies.
And we do not own inventories, but we do have more than 350 million buyers.
We have more than 120 million buyers coming to shop every day on our site.
And also, we sell – our revenue last – our sales last year were US$ 390 billion.
And this year, possibly, we are going to be bigger than Walmart globally.
And Walmart manage – that size of business have more than 2.3 million people; we grow from 18 people to today 34,000 people.
And the difference between Amazon and us the other is Amazon is a shopping center.
Because here e-commerce is commerce, in China e-commerce is a lifestyle.
Young people [unintelligible 00:08:08], they using e-commerce to exchange ideas, they communicate, they build up the trust, they build up a record.
It’s just like Starbucks – you never go to Starbucks to test how wonderful coffee is.
It’s a lifestyle.
And this is how Internet e-commerce is changing China.
And what we felt proud of is not how much things we sell.
I said this year we’ll be bigger than Walmart – yes, we are proud.
We know in five years we will sell US$ 1 trillion.
This is my goal, which we think possibly we will make it.
We are proud of that but we are more proud because we create direct [and indirect] job, 14 million jobs for China.
And we’ve created jobs in the countryside.
We created a lot of jobs for women.
Over 51 percent of the power sellers on the Internet are women.
So we feel so proud of that.
And people say okay, now Alibaba did that.
What's your next? What's your future cause you are everywhere.
We, 80 percent of the buy and the sell online are created by our company.
Our future is that we have to focus on globalizing our business.
It's not only sell more things.
We want to make, to globalize the infrastructure of eCommerce.
Why Internet eCommerce grow so fast in China than in the USA? Because the infrastructure of commerce in China was too bad.
Not like here.
You have [Click] Motors.
You have all the shops offline, Walmart, Kmart, everything everywhere.
But in China we have nothing nowhere.
So eCommerce in the US is a dessert.
It's complementary to the main business.
But in China it becomes the main course.
We created the infrastructure.
So we think if we globalize our infrastructure — the payment, the logistics center, the transparent platform all around the world.
Helping the small business around the world to sell everywhere.
Help the global consumers to buy everywhere.
Our vision is in ten years we will help two billion consumers in the world to shop online anywhere in the world.
You're shopping online with 72 hours you'll receive the product.
And anywhere in China you shop online, you will receive the products within 24 hours.
And we think our globalization is still focused on helping small business.
And helping them to do business in the most efficient ways.
And we think that we will help another ten million business on our eCommerce platform.
We will empower them.
We'll give them the traffic.
We'll give them the payment system.
We'll give them the logistics system so they can do business anywhere easily and quickly.
And we will help.
We will have 40 percent of our business outside China.
Today we only have two percent of our business outside China.
So people keep on asking, now you are big.
You raised that much money.
What's your play in America? People say well are you going to come? When are you going to come to invade America? When I going to compete with Amazon? When I going to compete with eBay? Well I would say we show great respect for eBay and Amazon.
But I think the opportunity and the, the strategy for us is helping small business in America go to China, sell their products to China.
Today in China, the middle class for China is almost the same as the American population.
And we think in ten years it will be more than half a billion Chinese people will be middle class.
The demanding for middle class, the demanding for good products, good service was so powerful, so strong.
And I think China today cannot afford the good products, good service to them.
And then next is that China has been focused on exporting in the past 20 years.
And I think next ten, ten-twenty years China we should be focusing on importing.
Chinese should learn to buy.
Chinese should spend the money.
Chinese should buy a lot of things from globally.
And I think that American small business, American branded products you should use the Internet, go to China.
Past 20 years big companies of America is already all over China.
But it's the great opportunity for using the eCommerce for small business to go to America.
In the past years we have helped a lot of American farmers selling things to China.
For example the Seattle cherries, you will never believe that the ambassador, the American ambassador to China, he came to us say, Jack can you help us to sell the cherries in Seattle.
I say how can we sell cherries? The cherries still on the trees.
And we started place order, 80,000 families booked the order.
And when we got the order we ship, we pick up the cherries and ship to China within 24 hours 80,000 families, 160 tons of cherries were sold.
And last year we sold over 300 tons of cherries.
And I don't know what's this year about.
We also helped Alaska seafood.
We helped Canada to sell the lobsters.
The lobster we sold probably ten years they cannot sell.
And we also have a lot of American branded companies using our site to sell.
Costco the company, they sold 600 tons of nuts on our site for the first month.
And for the first month they're using Alibaba 6.5 million US dollars.
So I think if we can help to sell lobsters, if we can help sell the cherries, why we cannot help these small, medium size companies to China using our system? So this is what I want, and also I want to take one day for example November, November 11th, the [Singles'] Day.
We make that a shopping day.
Last year for that day we sold 9.7 billion US dollars.
And for the first minute shopping we have 24 million people rushed in for the first minute.
And this year we guess the number was scary, so my purpose coming here that we need more American products to China.
We have a hungry 100 million people coming to buy every day.
So this is why we come here.
We not come here to compete.
We come here to bring the small business.
My vision is that in ten, twenty years anywhere you buy anywhere, sell anywhere.
Philippine people can buy salmon on Norway.
Norway people can sell things to Argentina.
Argentina can buy and sell to China.
This is how the Internet is going to change.
And lastly I want to say we have changed the China.
We feel proud of that, and we think that the change, the power of change is so powerful.
The first revolution of technology we have the, the organization of business called a factory.
And had our first World War because of the strength of the arms and muscles.
The second revolution energy, we have the organization called companies, and have the second World War.
This time Internet.
The data, and I think we have a new business called platform.
And the third World War is going to happen.
And this war is not between nations, this war we work together against the disease, the poverty, the climate change.
And I believe this is our future.
The human being, the nations shall unite together.
Rely on the young people using not the guns, using computers, using the data to solve the human problem, solve the society problems.
And this is what I'm passionate about.
It's not about the money, it's about dreams.
It's not only the technology change the world, it's the dreams you believe that change the world.
And we know the way, the way is not easy.
As I was told in the past 20 years doing Internet business in China, today is difficult, and tomorrow is much more difficult.
But the day after tomorrow is beautiful.
Most people die tomorrow evening, if you don't work hard.
Thank you very much.
马云演讲稿【2】
谢谢各位嘉宾，谢谢辽宁省委省政府，给我们绿公司年会提供了这么好的一个服务平台。
我一直认为，企业家是社会经济发展过程中的科学家，很多人把科学家看的很重，把企业家看的很轻，觉得企业家就是赚钱买进卖出的倒爷。
我以前当老师，我把老师看的很神圣，但是今天我把老师看的还是很神圣，但是做了企业家以后，我做了生意以后、做了商业以后，我为自己做商人感到骄傲，因为我们参与了整个社会经济的发展。
这样的绿公司年会还是很有必要，到今年为止，我们开了无数届，在这儿分享怎么做生意、怎么经营企业、怎么把握机会、怎么提升员工、怎么参与经济建设的同时，我特别同意刚才周(其仁)教授讲的，我们也需要参与制度、法制的建设，因为不去考虑，我们共同关心的问题，中国经济就像过山车，一会儿好，一会儿不好，我们需要参与制度的建设，用制度和法制，来保证这个国家、这个社会经济持久健康的发展。
所以我觉得我们在座的所有的企业家，在考虑自己企业的时候，要考虑社会，考虑到整个的建设，法制的建设。
发现很多企业家参与了法制的建设，我觉得这很了不起，有在人大，有在政协的，但是除了一腔热血以外，要增加这样的能力，有时候我看一些代表的提案，也是啼笑皆非，不是参加了法制建设，而是添乱。
所以我们自己的能力，也需要提升。
我今天希望有这个机会跟大家分享一下，我对未来的一些思考，因为我相信有一点，只有思考未来，只有关注年轻人，你才能把握未来，阿里巴巴不是这两年做成的，是十五年以前我们的思考，坚持了十五年，才走到了今天，今天的你实际上是十年以前的思考，你十年前的思考和十年的行动，铸就了今天的你。
同样十年以后的你，也是你今天的思考和今天的行动，铸就了十年以后的你。
企业如人，所以一个人的成长和一个企业的成长，其实是相像的，大家把这些问题想明白了，就是今天你想什么，今天你坚持什么，今天你放弃什么，将会铸造十年以后的你和你的企业将会怎么样。
其实我们再看的远一点，很多人现在特别关心互联网，其实人类有三次巨大的技术革命，大家知道第一次是英国的工业革命，从蒸汽机起来。
其实蒸汽机的核心，是人类开始希望突破体能，让自己更强大，而英国把握了这次机会，成为了最早期、最了不起的国家。
第二次工业革命，我们关注的能源革命，是人类希望自己强大以后，能够跑到更远，能够更持久，所以这是继续的从电和能源起来，美国把握了这次机会，成为了最大的国家。
而这次技术革命，实际上作为信息革命也好、数据革命也好、互联网革命也好，这个我们各有说法，但是有一点是肯定的，这次革命是放在人的脑袋，让人的智慧起来，是让世界变得更加智慧，所以这是一次完全不同的技术的革命，对人类社会未来的影响是超越大家想象的。
第一次技术革命，工业革命对人类社会的影响之大，是超出大家的想象。
但是工业革命造成的社会影响是第一次世界大战。
第二次能源造成的巨大影响，是第二次世界大战。
而这次世界发生巨大的变化，以前是各国之间为了更强、更远、更多的资源，而这次人类社会已经从巨头的对垒，抢夺顶尖的人、顶尖的资源，变成了国内内部的矛盾，社会经济的发展，人类环境的建设。
所以社会因为这次技术革命，将会变成社会走向更加的智慧。
所以今天的冲击，跟一次世界大战、二次世界大战来讲，还是相对来讲很幸运的，今天我们最大的变革，不是外部的变革，最大的变革是内部的变革，也就是说我们昨天由于第一次革命和第二次技术革命，所建立的大量的规章制度和思考的体系，由于人类智慧的开发，将会受到巨大的冲击。
我们要思考的是变革自己，而不是去改变别人。
所以我觉得，我们今天想的未来的大的趋势，在这个大的经济中，这是第一次工业革命，诞生的商业组织是工厂。
第二次商业革命，诞生的组织称之为公司，而这次技术革命，诞生一个什么样的经济，什么样的经济组织方式，我希望在座要去思考，因为这个组织方式，将成为十年、二十年以后，这个世界主要的经济的主要形式，我认为是平台型企业。
而平台型企业，今天担当的不仅仅是原来从工厂，只负责生产，到了能源时代，需要有公司是贸易为主，而这一次是加强了，由于智慧出来以后，要加强服务，加强你的制造能力，加上你的服务能力，所以整个的商业结构，将会发生巨大的变化。
如果我们的政府体系，社会环境，依旧以当年的整个管理传统的工厂，和公司的思考面对互联网时代的企业，我相信双方会矛盾越多，痛苦越多。
其实我最近听了很多企业家在讲“互联网+”，但是我认为他们是完全，很多人还是站在彻底昨天工业的思考，在思考未来。
但是这需要一个国家，这确实需要一个过程，今天来讲，我们再想另外一个问题。
第一次工业革命，大概花了五十年时间，才真正变成一场巨大的人类的一个技术的革命。
第二次能源革命，也将近花了五十年，而互联网刚刚过去了二十年，未来三十年，才是互联网经济发挥巨大作用的，而未来三十年的机会在哪里，今天我们所有人在思考，互联网冲击了你的行业，对你的公司、你的行业、你的`城市，有巨大的冲击，但是刚才马(蔚华)行长讲，拥抱变化，你应该是改变自己，去适应这个未来。
所以我觉得，未来的机会在于，有人称之为“互联网+”，那是对互联网公司，我们大家现在讲的很多“互联网+”，“互联网+”是互联网公司说我应该思考加什么，但是更多的应该思考“传统经济+”，应该加上互联网，也就是说互联网加上传统经济，才等于我们未来巨大的机会所在，不仅仅是未来。
我刚才听了王(健林)总讲的O2O，O2O是一个伪命题，因为它原来思考从线下往线上走。
有人讲如虎添翼，我从来没见过一个老虎有翅膀的，那是想象力。
坦克装上翅膀未必是飞机，坦克就是坦克，只有飞机和坦克的完全的结合，才能有未来。
所以所谓O2O，是传统经济自己想象说有一天，我可以飞到天上去。
只有双方之间的配合，步、坦、空、客、导(音)联合。
没有一家互联网公司可以活过三年，活好三年，这三年是非常艰辛的。
大家觉得互联网公司你们真能挣钱，但是他们没有想过，15年来，像我们这样的企业，腾讯这样的企业、谷歌这样的企业，所付出的巨大的代价和错误是没人想象的。
我见过很多工厂，晚上10点钟除了机器在转，没有人在转。
而互联网公司，过了12点，都是人在挑灯夜战。
术业有专攻，刚才万达王(健林)总讲的这一切，我们充满惊讶，但是我们花了十五年时间，在互联网里面，其实互联网并不仅仅就是上一个网那么简单，所以我觉得未来的机会，是我们共同的合作，共同的打造未来，互联网经济不是虚拟经济，互联网经济是把虚拟经济和实体经济联合在一起，才是赢家。
所以经常说虚拟经济会赢，还是实体经济会赢，好像现在实体经济批评虚拟经济觉得很骄傲，虚拟经济说你们实体经济太土。
其实真正的互联网经济是实体经济，加上虚拟经济结合起来，才称之为真正的虚拟经济。
只有这两个结合起来，才是真正的赢。
所以未来的制造业也会发生巨大的变化，未来的机器会思考，未来的机器会讲话，未来的机器会交流，未来的机器会想象，这是我们在未来三十年，这个世界会面临巨大的变化。
互联网企业要想活得久、活得好，必须把自己变成一个真正普惠的技术，因为互联网本身就是一个普惠的技术，这是我们在这个情况下，在座所有的企业，如果有一天，你真正希望做到配合和协同作战，真正希望变成十年以后依旧能够生存、成长和健康发展的企业，要从组织思考、人才思考和文化思考上面，彻底的改变自己。
所以我刚才说，任何的转型不是每家企业都是需要转型的，但是每家企业都是要升级的，而真正的升级，就在于人才的升级，思想的升级，文化的升级。
好，谢谢大家。
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