马云哥伦比亚演讲稿.doc

马云哥伦比亚演讲稿 马云哥伦比亚演讲稿 AlibabasJackMaatStanford:“WeAreVeryInterested”inBuyingthe“Whole”ofYahoo InanswertoadirectquestionaboutwhetherhispanywasgoingtobuyYahooataforumatStanfordUniversityinSiliconValleythisafternoon,AlibabaChairmanandCEOJackMasaid:“Weareveryinterested.” SaidMa:“WeareveryinterestedinYahoo.OurAlibabagroupisimportanttoYahooandYahooisimportanttousAlltheseriousbuyersinterestedinYahoohavetalkedtous.” Finally,atleastonecrystalclearanswerintheconfusionatYahooandthefirsttimeMahasindicatedthathewantedtobeaprincipalplayerinanydealaroundYahooratherthananelementofabuyinggroup. Later,inanswertoaquestionabouthowhewasgoingtodothat,Masaidhewantedthe“whole”pany,butthattheeffortwasplicatedandincludedanumberofplayers. Again,hesaid:“Wearevery,veryinterested.” IalsoaskedhimishehadvisitedYahooinhistriptoCalifornia,whichMasaidhehasnotin15dayshere.Apparently,hesaidhehasmostlybeensleepingandeating,aspartofalongertermvisittotheU.S. MasdeclarationcameaspartofalivelyclosingkeynoteatStanfordUniversitysGraduateSchoolofBusiness,wherehetalkedabouttheChineseInterpanysgrowth,focusingonhowChinaisthenextgreatWebeconomy. TalkingaboutpetitorssuchaseBay,whichhavetriedtoenterthehugeAsiamarket,hejokedthat“eBaymightbesharksintheocean,butAlibabaisacrocodileintheYangtze.” Ofcourse,givenhispresenceinSiliconValley,themaintopicthatwasofinterestinwhetherMawasheadingovertovisitnearbyYahooandwhatrolehewillplayinthecurrentinternaldebateoverthepanysfutureinthewakeoftheoustingofitsCEOCarolBartz. ThedispositiononYahoosAsianassets,whichincludes40percentofAlibabaandalargestakeinYahoo!Japan,arecriticaltothecurrentstrategicreviewofthepany,sincetheymakeupalargepartofitsmarketvaluation. Inparison,thevalueofitsU.S.andotherglobalassetsaresmall. WhenlateraskedabouthisexperienceofbeinginvolvedwithYahoo,whichmadeaverycannyinvestmentinAlibabamanyyearsago,Maalsosaidthathewoulddoitagain,butnotinthesameway. Thesamewayhastodowiththelevelofforeignownership,whichMahasbeentryingtoreduceinanumberofwaysandwhichYahoohasthusfarresisted. ToanswerquestionaboutthefightbetweenMaandYahoooveritsAlipayfight,whenMaspunitoutofAlibaba,hesaidthesituationwastense,butthattoday“theproblemissolvedandIamhalf-burnt.” Hewasreferringtoasettlement,whichwillrequirealotofgrowthfromthestill-nascentpaymentsbusiness. MawasaskedlateraboutthebiggestmisunderstandingbetweentheU.S.aboutChinaandviceversa.“Ourjobisnottosolvethemisunderstanding,”hesaid.“Ourjobistochangeourselvestosolvetheproblem.” InanotherqueryabouthisrelationshipwithYahoosco-founderJerryYang,whomadetheinitialinvestmentinAlibabainitsearlydays,MasaidheappreciatedhowmuchthatmeanttohispanysbeginningsandhowmuchhevaluedYangsfriendship. “Butthisisbusineandnotpersonal,”Masaidaboutthecurrentsituation.“Whileweappreciateyesterday,butwearelookingforabette