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乌镇千亿饭局即将开启,马云丁磊周鸿祎已经坐好,只等刘强东现身

The Wuzhen 100 billion restaurant is about to open. Ma Yun, Ding Lei, and Zhou Hongli are already seated, just waiting for Liu Qiangdong to show up

格隆汇 ·  Nov 8, 2018 18:20

Source: see Finance and Economics

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The Smiling、Proud Wanderer wrote, "where there are people, there are rivers and lakes."

In the field of the Internet, where there are people, there is a topic.

On November 7, the Fifth World Internet Congress opened in Wuzhen.

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This is not only the top event of the Internet industry in the world, but also a dazzling technological feast, but also a gathering place of network resources surging in the dark tide.

Last year's magnificent "Dongxing Dinner" headed by Ma Huateng is still fresh in people's memory, and now the dinner gathering of "half of the Internet in China" is about to begin again.

This is an annual event in Wuzhen.

The bosses who are arriving one after another are like the catwalk in Fashion week, and they have been surrounded by all kinds of media, and they don't even give up tracking after passing the security check.

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| | Ding Lei, founder of NetEase, Inc, is going through security check |

And the heat field in Wuzhen the night before was also very good.

Zhou Hongyi and Ma Huateng talked and laughed in the Night talk of the Red Flag. Jack Ma, who was uninvited to dinner last year, "ran into" Ding Lei, Zhang Chaoyang and Zhang Ping an by the river and chatted about Jin Yong over coffee.

Lei Jun showed the night scene of Wuzhen filmed by his new mobile phone in Weibo Corp early. Zhou Hongyi teased Ding Lei to go home and raise the pig:

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| | founder Zhou Hongyi's moments. The picture is from Weibo Corp. |

However, it is a pity that Liu Qiangdong, who vowed last year to make another group of fellow villagers rich, did not show up.

Wuzhen Dinner, known as "the most expensive meal in the Eastern Hemisphere", has become a barometer for outsiders to interpret the strength of the Internet giants' business and whether they are good or bad with each other.

In 2018, the fate of domestic Internet companies was ill-fated, Jack Ma retired, Tencent's market value shrunk, DiDi Global Inc. security torture, Liu Qiangdong fell into sexual assault cases, Meituan stock price broke …...

In this context, Wuzhen dinner attracted more people's attention.

Jack Ma first appeared in Wuzhen, what was the strongest "breeze" dinner?

Liu Qiangdong did not show up, where there is a meal, there are rivers and lakes?

What are the new trends brought by the bosses?

01

Jack Ma appeared in Wuzhen and formed a "clear wind".

In addition to cool techs, the topical "Wuzhen Dinner" is another focus of attention.

Dinner has always been an iron rule of social and commercial activities in China.

The exchange of cups for staggered cups, or observation, or testing, or trading, is not only the communication between business partners, but also the confrontation and negotiation between business rivals.

Throughout the "Wuzhen Dinner" in recent years, the participants are all famous in the circle, holding at least tens of billions to hundreds of billions of dollars of wealth, and their every move at the dinner party guides the development direction of the Internet.

Last year, the scale of Wuzhen dinner was the highest. First, Ding Lei organized "the strongest meal on the Internet".

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Then came the "Dongxing Bureau" organized by Ma Huateng, Liu Qiangdong and Wang Xing.wm

There will be another 58 Yao Jinbo dinner

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There is even the steamed stuffed bun bureau of Meituan, Wang Xing and Apple Inc Cook.

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What is interesting is that Jack Ma was omitted from these dinners, so some good people joked that this was an isolated run on Mr. Ma.

Jack Ma later admitted that he was not invited to the two major dinners, but even if invited, he may not have time to attend. Also stressed: "the dinner is meaningless, this is not what BABA wants to do, nor is it what I want to express."

This year comes at a time when Ma Yun has just announced his retirement and launched the "inheritance Plan". This scaled-down version of the "Wuzhen Dinner" has also attracted a lot of attention.

Weibo Corp has news that Jack Ma is going to organize a "windy" dinner in Wuzhen:

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When the bosses get together, of course, it is not just to rinse hot pot and brag. On the first day of the Internet conference, 5G has become a hot word in the mouth of the bosses.

The capital market has long been aware of it. As of the close of the day, the 5G concept index as a whole rose 1.5%, with trading volume hitting a recent high.

02

Liu Qiangdong was absent, and the dinner was full of rivers and lakes.

Dinner is also a jianghu, who is exposed to the scenery.

Last year, Liu Qiangdong, the high-spirited founder of JD.com, did not show up, sparking strong speculation.

Due to well-known reasons, Liu Qiangdong has not completely got rid of the influence of the Minnesota incident, and not long ago, "you can be like Wendi Deng" made waves again.

In business, JD.com is challenging again and again.

In addition to the fierce enemy BABA pressing step by step, but also killed a latecomer Pinduoduo, which gave JD.com tremendous pressure.

In half a year, JD.com lost 30 billion US dollars in market value, and the idea that investors are abandoning JD.com has spread like wildfire.

Ironically, one of them is Hillhouse Capital Zhang Lei, who sat to the right of Liu Qiangdong at the dinner table last year.

More ironically, Wang Xing, who set up Dongxing Bureau at the same time as Liu Qiangdong last year, rang the bell on the Hong Kong Stock Exchange on Sept. 20. Meituan became the fourth largest Internet company in China after BAT, with a market capitalization surpassing XIAOMI and JD.com.

Prior to this, Liu Qiangdong has been absent from a number of major events:

JD.com said Liu Qiangdong would not attend the 2018 World artificial Intelligence Conference on Sept. 17, but did not give a reason.

From September 18 to 20, there was still no sign of Liu Qiangdong at the 2018 Summer Davos Forum in Tianjin. At the 2018 Winter Davos Forum at the beginning of this year, Liu Qiangdong and his wife Zhang Zetian held a high-profile special meeting.

At present, the double Eleventh War is approaching, and JD.com 's all-cargo passenger plane has just made its maiden flight. Whether the busy Liu Qiangdong can get out and rush to Wuzhen is going to be a big question mark.

03

The new wind brought by the bosses

In addition to the big guys getting together to rinse hot pot, brag and talk about life, there is nothing more interesting than the release of the world's leading scientific and technological achievements on the Internet for three consecutive years.

Every year, the World Internet Conference is an excellent opportunity for companies to showcase cool techs, and this year is no exception.

Let's see, what did the bosses say?

1. BABA's center of gravity is the block chain.

At the site of the Internet Light Expo, BABA showed how to integrate blockchain technology into people's livelihood services.

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For example: after patients pay registration and hospitalization fees with Alipay, relevant electronic bills will be sent to Alipay "invoice housekeeper"; online shopping of foreign milk powder and "Wuchang rice" can be traced to the origin of the world by scanning Alipay.

two。 Tencent Ma Huateng: it is the right time to consider developing a VR version of Wechat to embrace the industrial Internet.

This year's conference launched a 5G commercial pilot, Tencent as a service provider of the Internet company is very excited about this.

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"We communicated with Yang Jie, chairman of China Telecom Corporation, that the trial network in Wuzhen can already reach the speed of 1.7G per second. Next year, Wuzhen Internet will have a large number of VR devices. I think we can seriously consider developing the VR version of Wechat."

3. XIAOMI Lei Jun: whoever holds the AI will grasp the future.

Lei Jun, founder and chairman of XIAOMI Group, said: the era of artificial intelligence has come, the opportunity and imagination of this era, as a space even far beyond the previously proposed era of big data and the mobile Internet era.

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If it used to be just a wave, now we have officially entered the era of artificial intelligence. Whoever grasps artificial intelligence will grasp the future.

4. NetEase, Inc Ding Lei: a good platform is Singles' Day every day.

Ding Lei said that consumer satisfaction is his greatest expectation. A good platform is Singles Day every day, and there is no need to pick a day to tighten your pants and buy things.

He believes that the value of business existence is not who kills whom, but to meet the needs of some users. He also said that NetEase, Inc would go offline soon, but clearly responded that he would not build logistics.

5.IDG Xiong Xiaoge: investment funds are turning to the industrial Internet

Xiong Xiaoge, founding chairman of IDG Capital, believes that most of the investment funds in the past are concentrated in the field of consumer Internet, while the next wave of investment will focus on artificial intelligence, industrial Internet and so on.

IDG Capital has invested in excellent Internet companies such as Baidu, Inc., Tencent, Sohu.com Ltd, Trip.com and so on over the past 20 years. Now we begin to look back at some Hard Technology (hard technology) things and begin to discuss intelligent manufacturing. The next wave of growth space should be in the industrial Internet.

6. Kuaishou Technology Suhua: a single business model is not a big problem.

Kuaishou Technology founder and CEO Suhua believes that overseas business is a key business of Kuaishou Technology, and the internationalization of Chinese companies is the only way in the future. While doing a good job in localization and participating in the competition in the Chinese market, it can also help to go out to sea.

7. JD.com: using technology to help JD.com solve problems

Pei Jian, vice president of the group, took the stage to introduce their intelligent supply chain technical service platform, which focuses on data mining, artificial intelligence, process reengineering and technology-driven.

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Integrate to form JD.com 's intelligent supply chain solution in the five areas of "commodity, price, plan, inventory and coordination". Use technology to help JD.com Mall and its partners solve the problems of "what to sell, how to sell, how much to sell, and where to put it".

Throughout the new technologies and achievements displayed at this year's Internet Conference, more focused on artificial intelligence, cloud computing, big data, network security, industrial Internet, intelligent society, e-commerce and other fields.

Of course, when the bosses get together, they will not only rinse hot pot and brag, but the dinner will certainly attract attention and attention, but more importantly, they will bring the next tuyere trend.

Just halfway through the Internet conference, the wind direction has been highlighted, the second half will be the tuyere of the industrial Internet, and the importance of financial technology has been mentioned again.

Business Magazine pointed out that, to some extent, Wuzhen dinner is a partial presentation of China's interconnected heat map.

2018 is destined to be an unusual year for Chinese Internet companies.

BABA's Jack Ma is retiring, Tencent's market capitalization has been greatly increased, mobike has been acquired, OFO is dying, JD.com and Liu Qiangdong's sexual case, Zhang Yiming's company has been being investigated and dealt with, DiDi Global Inc. is in a security dilemma, Shi Yuzhu said that he, Pinduoduo and Qutoutiao stock soared, but there was a lot of controversy.

Looking back at the Internet, autumn is cool, and many of the "bosses" at last year's dinner no longer attended the meeting.

The bureau is similar year after year, but people are different from year to year.

With the various changes in the Internet, how will the new Wuzhen "dinner" be interpreted? What kind of thermal map will it be?

You are welcome to express your views in the message area below and interact with us.


The translation is provided by third-party software.


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