Ants Go To Ali To Realize The Ant Empire For Ma Lide.

Ma Yun was the first to do it. Alibaba At the same time, because of the enterprise terminal, the accounts of enterprises have VIP services on the side of the bank, such as acceptance remittance, commercial bills and so on. At that time, the international business already had the PayPal tool. Even if the target effect was not achieved, there was also a bank's international exchange business to help enterprises solve these problems. In other words, when making Alibaba, there is little demand for payment tools.

But when Taobao is doing it, the situation is different. Individuals can not enjoy VIP services on the side of the bank, and the amount of related payment business is too small for banks to disdain to do this business.

Ali made Taobao, probably in the first half of 2003. At that time, eBay was in the limelight, and had bought paypal for $1 billion 500 million in the front. At the end of 2003, Ma Yun set up a painting. Alipay Related businesses. Of course, localization innovation is indispensable. For example, based on the domestic situation, the preference of PayPal to the seller should be changed to the buyer, the acceptance and remittance mode should be changed to free mode.

Ma Yun did this instrumental thing, but unexpectedly grew up to be the first basic business of ant gold suit -- Alipay. Even in March of this year, Ma Yun put forward the DT era at the Guiyang International Fair, largely depending on the large amount of data accumulated by ants.

Now the ant gold suit is estimated to be around 50 billion dollars according to the latest valuation, which is almost the same as the market value of PayPal at present. Obviously, this is not enough for Ma Yun.

In Ali, Ma Yun's performance should be said to be "bad". In terms of business logic, he did not have any problems. More criticism stems from the public's demand for "moral purity" of Ma Yun's star entrepreneur.

Ridicule, perhaps Ma Yun "no matter in front of the right and wrong (commercial interests), but personal style (moral purity) is not too careful."

Creating an ant alone has changed this point. Ma Yun's action is undoubtedly redisplaying his moral purity to the public.

If ants want to develop and create 200 billion market capitalization, they will surely need room for imagination.

If confined to Alibaba group, ants are always smaller than Ali. Even one day, Ali developed slower than ants. The reason why PayPal is broken down is the reason.

After spin off, the ant suit can serve more business and people, not just Ali system, but also more resources. This is of great help to the growth of ants in the long run.

Ali belongs to Online retailers Ant gold clothing is finance, and their valuation methods are different.

For many comprehensive groups, valuations are not high. For example, Fosun, Ping An and so on. Of course, you have to say Berkshire Hathaway.

The reason why the valuation is not high is mainly the speed of development.

"Alibaba" has the meaning of splitting up, which is the only way for ants to estimate US $200 billion.

At present, the leader of local O2O is undoubtedly the US group. The US group has not been listed, and now it has already got the funds "lack of thirst". Ali has investment in the US group, but not a controlling shareholder. Ma Yun's investment in the previous "abandoned son", the dying word of mouth network, is undoubtedly forcing the US mission.

Ma Yun's move is wonderful. It has the same effect with the point of attack. Instead of directly forcing the holding, it is carried out in a winding way.

O2O core, on the one hand is the entry; on the one hand is data, and application scenario. For the ants themselves, it is the only way to seek the holding of the US regiment because they are too effective for ants.