After Jack Ma abdicated, how to evaluate Taobao led by Zhang Yong?

After Jack Ma abdicated, Zhang Yong took over the most important change in Taobao. In the most straightforward words, he regards consumers and enterprises as fools.

First, the consumer side, enabling thousands of people, increasing the difficulty of search.

After thousands of people started, it is difficult for ordinary consumers to find affordable goods. The searched products are no longer strictly recommended by keyword matching, but are recommended by the system after secondary processing, and consumers can only see more expensive links.

The key to Zhang Yong's "Open Thousand Talents Program" lies in consumption upgrading, that is, every customer who spends money on Taobao will spend more money every time, so as to increase the customer unit price and increase the revenue of the whole platform. However, this has undoubtedly brought huge shopping costs to consumers, leading to a serious inflated price of many commodities, which has no benefit at all.

In the long run, C-store merchants will almost disappear because they are selling less and less, and the free traffic is getting lower and lower, or they will be forced to raise the price of goods and increase the profit of each order, which will eventually make it difficult for the entire Taobao platform to have cheap goods.

What is the value of a platform to consumers if it is stuck in the money eye? As the boss of such a big company, this layout is not only to quench the thirst of the company, but also to quench the thirst of consumers. Ma Yun is extremely afraid to think carefully with Zhang Yong.

Second, in terms of business, the traffic is tight, the payment system is complex and the fees are extremely high.

Taobao's traffic is now heavily concentrated in major events, the traffic of major events is seriously concentrated in the head sellers, and the daily traffic is also concentrated in the head sellers.

You may know that Tik Tok's traffic is decentralized, that is, it will not be completely concentrated in the head, but ordinary people can easily get traffic, but Taobao is different. Taobao can be said to have been doing one thing, that is, infinitely controlling traffic, circling traffic, giving it to whoever it wants, and concentrating traffic on advertisements and head sellers. From this point of view alone, Tik Tok and Taobao stand high and low.

As a merchant of Taobao platform, they often take the through train and make jokes. Why does the boss angrily denounce the operation when it burns thousands of dollars an hour and the turnover is dozens of dollars? There are many such jokes, but it's really not a joke.

Since Zhang Yong came to power, the whole payment system has become more complicated. The through train costs a lot of money, but the production ratio is still surprisingly low. Coupled with thousands of people, as a merchant, even if the same goods are half cheaper than their peers, you can't get the traffic, and consumers can't see it at all, because thousands of people push their expensive goods to consumers.

Third, why did Zhang Yong help Pinduo?

Now, on the whole, in order to increase income, Zhang Yong proposed consumption upgrading, and built a system with thousands of people, so that consumers can buy the same products with more money, providing technical and policy support for head sellers to raise commodity prices, which directly led to the inflated commodity prices in the whole Taobao system by 20%-30%, and some even reached 100%. At the same time, the traffic is highly concentrated in the head sellers. We can only escape and find another way out!

It is in this context that Pinduo saw great opportunities! Just take it all away! Thank you, General Manager Zhang, for the gift package!

A few years ago, it was obvious that Tmall stores often received orders from Pinduoduo merchants, because many stores of Tmall merchants were doing promotions, so many merchants sold their goods directly at low prices, and then went to Tmall to place orders and ask Ali's mother for commission. At that time, many merchants wrote email feedback to Ali's mother, but Ali seemed to despise many platforms at all! Forget it!

Remember the two funniest things this year.

The first thing is that when JD.COM was not developing, he always boasted about benchmarking Ali's strongest opponent. Dong Ge deliberately benchmarked Ali on various platforms and followed Ma Yunla. Finally, Father Ma responded, and he responded! Ma Yun said that famous saying: Our goal is to cultivate more JD.COM! Is this sentence widely circulated? Yes! Can it be said that the whole network knows? Everybody knows that! But most people think Ma Yun is so clever! That's so cool, so happy! But in fact, Brother Dong is almost awake with laughter! ! Your words made JD.COM famous all over the country. Everyone knows JD.COM. It seems that JD.COM can really shake Ali and become his opponent! What seems brilliant is actually Ma Yun's failure!

The second thing, Zhang Yong responded to Pinduoduo three years ago, "Even recently, some users have been lost, but I can say that a large number of users have now flowed to Taobao. As long as you are dissatisfied for three times in a row, users will definitely come to Taobao. Just help me explore the rural market and educate users. " Is it sour? Do you want to hit your face?

Although Zhang Yong is not Ali's grave digger, he is definitely Ali's sinner. The reason why Ali stepped onto the peak can be said to be that Xiao He failed and caused havoc. The mistake is to let the CFO be the CEO. How does a cautious person make a strategic layout every day? A song of consumption upgrading has left a blank in the whole sinking market, which makes a large number of rural areas surround the city, which is regrettable.