alibaba - the inside story what the e-commerce boom in china means for indian e-tailers
TRANSCRIPT
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Alibaba - The Inside StoryWhat the e-commerce boom in China
means for Indian e-tailers
E-Tailing India Expo 2016Mumbai, India
February 18, 2016
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The numbers
• US$14.3 billion in 24 hours• More than US total sales on Black Friday
& Cyber Monday combined
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How did this happen?
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Today’s talk
• Inside the rise of Alibaba • Alibaba & the 40 lessons
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Please allow me to introduce myself…
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Similar markets = similar e-commerce models
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1999
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How the West was Won
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Evolution of the “Western model”
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Evolution of the “Western model”
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How China was won
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China 1999: “E-Commerce Will Never Work Here”
• >“1% of the population using the Internet”
• “No credit cards”• “Poor logistics”• “Government controls”• “People in China don’t
trust each other”• “All of the Internet
experts are in Silicon Valley”
1
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Global Vision From Day One
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The Alibaba Story
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Alibaba.com: an online trading community
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Bringing the Human Experience Online
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vs.
David vs Goliath Battle
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The China collectibles/second-hand goods market…
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Evolution of the “Alibaba Model”
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Taobao: A Website Designed for China
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Taobao: Social Commerce
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Circles of Trust
Friends of Friends
Strangers
Family
Friends
Colleagues
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Key Ingredient: AliPay’s Escrow Payment
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vs
Buyer Seller
Buyer Seller
AliPay
Direct Payment Escrow
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Evolution of the “China Model”
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* Data as of May 2014
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Amazon US: limited branding
3
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The Alibaba Ecosystem
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Alibaba & the 40 Lessons
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Dream big, really big
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Never underestimate yourself (or your team)
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Never overestimate your competitor
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The bigger the problem, the greater the opportunity
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Today is tough, tomorrow is tougher, but the day after tomorrow is beautiful
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In the spring, prepare for winter
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Leapfrog
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Focus the customer and the rest will follow
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Thanks! 谢谢![email protected]