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(Original title: Candidate Besos, the world's richest candidate, faces the "China squatter")
Amazon CEO Bezos. Profile Picture/Visual China
Recently on the CNN and other international media, Amazon CEO Bezos swipes. On Friday, Amazon announced its purchase of Whole Wooooods, the largest natural and organic food chain in the United States. The stock price rose 2.4%. Then according to Bloomberg's data, this means that Amazon CEO Bezos’s worth has increased by 1.8 billion U.S. dollars to about 84.6 billion U.S. dollars, and it is only 5 billion U.S. dollars away from replacing Bill Gates as the world's richest man. The secret of Amazon's rapid expansion is not only to annex the giants of offline supermarket chains, but also to break away from the limitations of e-commerce and become a consumer and technology giant integrating electricity providers, cloud computing, and artificial intelligence.
At the same time, in China, Amazon also faces the challenges of its peers. The cross-border e-commerce business of JD.com and Alibaba.com has become increasingly sophisticated. Although Alibaba is a latecomer in the field of technology-intensive cloud computing, it also shows its strength. Bezos's Amazon has suffered from the development of the Chinese market.
Bezos hits the road to the richest
"Beware, Bill Gates, Jeff Bezos is looking at your richest man's title." On June 19th CNN's tech or money channel homepage, Bezos's wealth topic became a hot topic.
Benefiting from the rapid growth of Amazon's stock price, after Amazon just announced the acquisition of Whole Wooods, Bloomberg said that Bezos’s wealth grew by US$1.8 billion. Bezos is now worth US$ 84.6 billion, away from the world’s richest man, Bill. Gates is only $5 billion.
On April 5 this year, Amazon's share price broke the $900 mark, making Amazon CEO Jeff Bezos the second richest person in the world. At that time, some analysts pointed out that as long as Amazon's stock price exceeds 1,000 US dollars, Bezos's net worth will exceed 860 billion US dollars, which will allow him to surpass Bill Gates and become the new world's richest man. In other words, Bezos is only "100 US dollars" from the world's richest man. As of the close of the US stocks on June 16, Amazon’s share price of 987.71 US dollars, Bezos from the throne of the world’s richest man to go further.
"He has a good chance," CNN reported that Bezos, 53, is ambitiously expanding his Amazon, and 61-year-old Bill Gates is thinking about how to donate his money.
"Amazon destroyed the mall and now goes to the grocery store." After Amazon announced on June 17th that it would buy Whole Wooods for $ 13.7 billion, it not only showed the determination of Amazon to further deepen its fresh seafood market. The US media CNN used "wrecked" to describe the impact of Amazon's acquisition on American grocery stores.
In fact, Bezos has long been in the grocery market. In the industry's view, the acquisition of whole food supermarkets means that Amazon will now enter the grocery market with a scale of 700 billion US dollars. Bezos has been targeting the market in recent years, first launching Amazon ç„–resh fresh service, and later opened several Amazon brand grocery stores in Seattle. He now has one of the most famous brand stores in the industry.
From the stock market feedback point of view, stimulated by the acquisition of the whole food news, Amazon's stock price has risen for two consecutive trading days, the market value increased by nearly 15 billion US dollars, higher than the total food supermarket purchase price.
Amazon's "Inadvertently"
In 1995, Bezos set up an online bookstore in a small garage in Bellevue, a small town near Seattle, USA. Later, it gradually expanded its sales scope and became a retail giant. When Wal-Mart was surpassed, it paralyzed the world, but it was only A small step in the Amazon empire, Amazon is now the world's largest cloud service provider.
How to define today's Amazon? It is certainly not accurate just to use retail giants. Today's Amazon is a consumer and technology giant that integrates electricity providers, cloud computing, and artificial intelligence.
In April of this year, Amazon announced its financial report for the first quarter of 2017, and cloud computing has become an important profit contributor. In the first quarter, Amazon’s cloud services (AWS) achieved significant growth with revenue of US$3.7 billion, up from US$2.6 billion in the same period of last year, or an increase of 43%. However, the growth rate has slowed down, because last year Amazon's cloud services increased by 64% compared to the previous year. The e-commerce business has become more stable in recent years, and Amazon has gradually turned its attention to cloud computing. Amazon's cloud service is a top priority.
Amazon undoubtedly laid the dominance in the field of cloud computing, which is the strong support behind Bezos's huge wealth.
Amazon, Microsoft, IBM and Google’s four major manufacturers dominate the global cloud computing market. According to Gartner data, the four companies account for more than half of the global cloud computing basic services market.
AWS is Amazon's unintentional cloud computing business, when Amazon engineers were forced to start developing large-scale distributed systems to respond to retail business. When this is all done, Amazon realizes that not only can they take ownership of their own initiative, but also R&D results can be used by other users. As a result, Amazon Web Services (AWS) was born in 2002.
Today, AWS has become the world's largest cloud computing vendor. According to Synergy 燫esearchç‡upup, AWS’s share of the open IaaS market in the third quarter of 2016 was 45%, more than double the combined total of Microsoft, Google, and IBM; in the global PaaS open market, AWS’s market share was almost More than the sum of Salesforce, Microsoft, and IBM.
Amazon's "China"
“After four or five years of college shopping, it may be the first to think of Amazon in the United States. But nowadays, many cross-border e-commerce companies in China have given me more choices.†Ms. Jiang, a white-collar worker who likes Haitao, told reporters.
This year, 618, Jingdong, Tmall, and the rising star Netease Koala and other platforms have entered the battle, Amazon's sense of presence in the Chinese market is not eye-catching.
Jingdong Shopping Festival in 618 years, the cumulative amount of orders amounted to 119.9 billion yuan. According to data released by Alibaba’s shopping platform Tmall, only 10 minutes after zero on June 18th, the total turnover of Tmall’s “618†apparel exceeded RMB 1 billion, and only 7 minutes of Tmall’s opening transactions broke through 100 million.
Zhao Ping, director of the International Trade Research Department of the China Council for the Promotion of International Trade Studies, believes that Amazon is both a self-employed and a platform, and places more emphasis on the control of commodities, storage, and platform control. Amazon faces high labor costs and logistics costs in the United States. Therefore, the acquisition of a total food with more than 200 offline stores can enhance Bezos's ability to integrate resources. It can use the entire food network to better manage sub-warehouses and sell big data. Commodity warehousing in advance, close to warehouses, improve logistics efficiency, and improve Amazon's consumer experience in the US market.
Unlike US retailers who focus on building their own brands, a feature of China’s retail industry is that supermarkets rarely have their own brands, and more are rental stores. The proportion of self-operated department stores is lower, and almost no self-operated products can be found. , The ability to control merchandise is limited. This determines that Alibaba's play in the retail industry will be very different.
“Ali has always been a platform and empowerment model, and most of the partners are investing in shares.†Ouyang Cheng, a senior expert at the Alibaba Research Institute, said that Ali will consider the acceptance of society and industry, and he will only be a platform.
Another domestic appliance giant Jingdong is also frequently compared with Amazon. Bisheng Asset Management recently issued an investigation report for Jingdong. The report considers that its proprietary business has a low profit margin and that the labor-intensive logistics model will become a burden on the company. But there are also industry insiders believe that although Amazon has AWS, but there is no distribution network, Jingdong is exactly the opposite. This does not mean that you are better or poorer. It can only show that in different market environments, different choices for the company's development and enlargement of the Amazon's strengths, and the conclusion that Jingdong has a high valuation and no prospect is absurd.
What are the challenges Amazon faces?
While creating a unique growth model, Amazon also faces multiple challenges.
In the retail sector, Wal-Mart, its old rival, will not wait. On June 16th, Wal-Mart announced the acquisition of Bonobos (Men's E-commerce website) for US$310 million. After Amazon acquired the total food, Wal-Mart issued ultimatums to some of its partners and asked them not to use Amazon's cloud services. Wal-Mart said it will keep most of its data on its own servers and use Microsoft's Azure cloud service.
In the field of fresh food, Wal-Mart has obvious advantages. For 90% of U.S. shoppers, within a 10-mile radius, there is a Wal-Mart store, and Wal-Mart is rapidly expanding its range of services. Its online customers can place orders online and take them to physical sites nearest to them. goods. Amazon is still unable to deliver large-scale distribution on fresh delivery services.
In the field of cloud computing as a new growth engine, Amazon also faces challenges from Alibaba.
Yu Yuncheng, vice president of Alibaba Cloud, told reporters of the Beijing News and other media in April this year that with the development of the Chinese network in the past decade, many Chinese companies including Alibaba have dealt with IT's capabilities and business requests. Force its IT capabilities to a world-class level.
For example, when Alibaba first started its Double 11th Festival, it actually handled peaks that were less than one thousandth of the current year, but in 2016, the peak value of Alibaba reached 17.5. Ten thousand/second. In this process, Alibaba Cloud’s peak speed and customer volume are actually far higher than those of its American counterparts.
“Businesses have a huge inverting effect on technology, so Chinese technologies, especially Internet-related technologies, cloud computing, big data, and artificial intelligence technologies have begun to catch up with their American counterparts in the past few years. In the past, In the past two years, Ali has also made many customers in the United States," said Yu Sicheng.
Beijing News reporter Liu Suhong
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