Fang Xingdong, director of the Internet and Social Research Center and founder of the Internet Lab, participated in the 2016 Amazon AWS conference and wrote that the domestic Internet giants including Ali are still busy using how to use massive users and try to make more profits. Huawei, which is regarded as “the benchmark of China’s wisdom†by public opinion, is limited to some traditional technology and product thinking. In contrast to the progress of cloud computing in Amazon and other European and American companies, the vision and pattern of Chinese companies, the vitality of innovation, and the ecological cohesion are still very different.
When Chinese companies remove the current commercial impetuousness, the concept of speculation, surface prosperity and self-indulgence, with a broader thinking, open mind to meet the wave of global cloud computing.
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Fang Xingdongwen
Recently, domestic Internet giants such as Alibaba and Huawei have held high the banner of cloud computing. But unfortunately, compared with international giants such as Amazon, there are still gaps in the innovation realm and ecological level of these Chinese companies.
The industrial, commercial, government, and social changes driven by cloud computing are far more widespread and deeper than we have known so far. It is a grand social innovation that goes far beyond a technology or a company.
However, domestic Internet giants, including Ali, are still busy using how to use massive users and try to make more profits. Huawei, which is regarded as “the benchmark of China’s wisdom†by public opinion, is limited to some traditional technology and product thinking. In contrast to the progress of cloud computing in Amazon and other European and American companies, the vision and pattern of Chinese companies, the vitality of innovation, and the ecological cohesion are still very different. We can't help but have more anxiety - once again, China is likely to be widened.
Taking Amazon as an example, when the author participated in its annual meeting in 2014, the company’s cloud computing revenue has not been independently accounted for, and it is mixed in “other incomeâ€. In the third quarter of 2016, Amazon’s cloud computing revenue has reached 3.2 billion US dollars. Revenue will exceed $12 billion and become the main source of Amazon's profits. In contrast, Alibaba's cloud revenue in the third quarter was only 1.5 billion yuan, with an order of magnitude difference with Amazon, and the gold content is even less comparable to Amazon.
(Alibaba, Amazon 2015, the third quarter of 2016 cloud revenue ratio. Although Alibaba Cloud revenue growth is faster, but the difference between Amazon cloud computing revenue value)
In 2014, Amazon's market value was only about 150 billion US dollars, almost half of Alibaba at that time, and this year Amazon's market value has exceeded 400 billion US dollars, almost double that of Alibaba. The fundamental reason for this dramatic reversal of the gap lies in whether or not to truly push for innovation.
More overall, at the time of the successful listing of Ali in 2014, the market value of the top three Internet companies in China and the top three US companies were roughly 460 billion US dollars and 680 billion US dollars, the closest moment in 20 years. In the same period of this year, the market value of the top three companies was roughly $490 billion to $1.2 trillion. The gap has widened again, returning to the proportion of around 2010.
The reason is that domestic enterprises still understand cloud computing under the original industry and technology framework, and they do not realize that cloud computing is a kind of catastrophe evolution of the whole ecology and the whole species. The well-known Internet companies in Europe and America are triggered by a quiet and ambitious innovation involving many entities, and most domestic companies are still stuck in the development of products and business lines, and it is likely to miss this opportunity.
(Amazon and Alibaba in 2014, 2016 market value comparison. Two years, the two companies have a dramatic reversal of the market value gap)
It is not polite to say that some Chinese companies use "cloud computing" as a concept, even for the hype of hype, and their "cloud computing conference" is typical. People who have participated in foreign cloud computing conferences have the feeling that there is not a group of celebrities who talk about the world's general trend in foreign conferences. Some of them are only the actual technical business introduction and the customer's appearance. Not only that, but the meetings of many Chinese companies are more labor-intensive.
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