Previously in there’s an open web, consumer internet companies are really competing on who has the best product, and enterprise software is constrained by distributors, channels, and relationships with CIO, so is a mix of product and sales. Poor products with good distribution also win. Now, attention is controlled by…

How Salesforce Built a $13 Billion Empire from a CRM In 2000, Marc Benioff staged the first theatrical protest that Silicon Valley had ever seen. The CEO of a tiny startup…usefyi.com 1999–2004: CRM — Making it easier for people to use software Salesforce’s vision to bring all software to the cloud was revolutionary. They started with just one product, CRM. Competition between big enterprise companies, like Oracle and SAP, was encouraging companies to add more and more features and offerings to their products, making them bulky and complex. …

Current Challenges in China 谈谈To B业务的难点 为什么这些年To B业务在中国发展艰难，以及，如何能让企业在这个领域有一定的竞争力？36kr.com 客户 政府，军队，垄断机构 行业巨头，大公司 小企业，私营企业，个体经营者 一部分是能做出购买决策的人，另一部分是能影响购买决策的人，诉求有时是企业利益最大化，有时是话语权存在感 执行障碍 实施成本 — 员工不喜欢；设计给老板用还是设计给员工用 信用风险 — 企业高管和职业经理人为了不但责任选择最有名的产品 恶性竞争 — 你报3000万是成本价？我报1500万，什么，我赔一半？无所谓，说什么也不能让你拿单。 账期风险 — 现金流 连带责任 — 如果是集成商，一旦出现授权问题（开源技术），或者第三方安全漏洞，你要承担连带责任 解决方案 中小型民营企业，购买决策往往简单单纯。服务老板，让老板理解你带给企业的利益 在充分市场竞争的行业领域内，跟随效应还是很有意义的。先做好头部客户

How did Salesforce disrupt SAP https://mp.weixin.qq.com/s/AK8NRidmrOd7ZQsZpYNHAg What SAP Had SAP + IBM + Accenture SAP provides a standardized ERP product IBM provides wholesome solutions with software and hard …

魏杰教授这篇演讲，深入浅出，把未来几年的经济形势讲的非常透彻。 魏杰：我和大家一起对未来一段时间做一个交流，可能在座的知道从2018年3月份开始，中国社会生活出现了六个很严重的现象。 第一个现象，大量的中小企业反映企业非常难做，压力很大。既有成本压力，也有资金压力。到了6、7月份开始就出现了一些倒闭和关门，所以首先反映的是实体经济，大部分企业都在呼吁非常难做，6、7月份就开始出现倒闭关门现象。 第二个现象，企业违约的情况越来越严重。到期没法还债了，违约的情况非常严重。一开始是国有企业，后来到民营企业，最后到上市公司。上市公司违约都非常多，这样一来似乎债务链条的断裂成为越来越严重的现象。 第三个现象，非银行金融机构，尤其是这些年所谓新的经营业态陆续出现了爆雷，这几年所产生的非银行金融机构大量出问题。7月份时非常严重。 第四个现象，股市出现非理性下滑。原来我们心想国民经济可能影响到股市下跌是300个点到2800，结果没有想到美国股市大跌又产生了300个点，到了2500左右，股市出现非理性下跌。

New Retail Online to offline and back to online Mobile payment enabling analysis on buyer’s online data in offline purchases Alibaba enabling convenient stores in China More than 6 million convenient stores 40x of number of 711 and gas stations in the US Collecting data and insights on consumer behavior …

We have been seeing a global phenomenon of retail innovations driven by shifts in consumer behaviors which in return created new consumer behaviors. Today 79% Americans are shopping online, comparing to 22% back in 2000. There is a lot that technology can do to enable new ways for consumer to…

Trade War Two categories of reasons Economics Established power vs. new comer Economics Macro Economics U.S. trade deficit with China The fundamental reason is more on the consumption and saving rates Micro Economics Issue of IP — Trump used the term IP theft Tariff might not be the right instrument…

Alibaba and Tencent are the two biggest internet companies in China. Alibaba’s core is in e-commerce. With their core business spanning e-commerce marketplace, B2B marketplace, new retail, logistics, finance, cloud, online marketing SaaS, entertainment, the center of all their efforts is their vision to enable everyone to do business. …