Jack Ma After disappearing from the public eye for quite some time, he made an exciting and imaginative speech for the first time.
The following is the original text of the speech:
The past year is very unusual. The world has undergone tremendous changes and the epidemic has also brought great challenges. But among all the huge uncertainties today -
, one thing is certain, that is, the trend of digitalization has not changed.
digitization used to be just to make some companies live better, but today is the key to making companies live.
The process of digitalization might have taken 30 or 50 years to complete, but now it has been greatly accelerated. This process is likely to be shortened to 10 or 20 years. Among all the uncertainties we face, digitalization is the most certain huge opportunity we are now.
Because of the future development of cities, it depends on who has richer data, whose calculations are faster, who can truly understand data, protect the security and privacy of data, and use data to promote the development of the economy and society.
The sign that human beings have fully entered the data era is that traditional industries have benefited from the transformation and upgrading of digital technology on a large scale. Now every company must think about the upgrade of digitalization.
Before the epidemic, less than 20% of street shops in China were able to operate online. After the epidemic, street couple shops with hundreds of thousands of street shops within one or two months had opened takeaway services.
Online takeaway is not the purpose. It is capable of doing business online. Behind it are thousands of couple shops. They have directly promoted the great development of digital productivity. They have begun to use advanced technology to transform their traditional industries.
used to be e-commerce, but today it is almost all industries in agriculture, logistics and service industries. They are facing an unprecedented huge opportunity - that is, use digital technology to increase R&D to reduce the promotion costs, channel costs, labor costs and management costs of enterprises.
Every traditional industry has the opportunity to become a technology-driven modern industry. It is the epidemic that is turning many original emergency technologies into daily technologies, which is a huge opportunity. The biggest beneficiary of the digitalization process is not Internet companies, but use the Internet to transform their own companies.
So I also want to tell those angels whether investing in , venture capital, or those PEs should not just focus on Internet companies, but on the themes of the Internet, , and the real opportunity in the future is those who use new technologies to change their traditional industries.
Once traditional manufacturing is combined with new technologies, it can be very advanced. On the contrary, it is a leading enterprise in the Internet industry, which is actually very easy to be subverted and overturned.
In fact, there will be no more industry in the future that is a pure Internet industry, because all industries will use Internet technology. The only difference between traditional industries and micro-business industries is whether there are new ideas and new technologies to change themselves.
The most certain development in the next ten years must be to make good use of digital technology and improve its own progress and development as a traditional industry.
Today, many places are talking about digitizing themselves and think they are doing digitizing themselves, but I found that many places are not really digitizing, but IT and informatization.
Of course, IT and informatization are of course very important. Today we have also heard some people talk about 5G, but we cannot equate 5G with just a communication technology. Communication technology is just the initial application of 5G and its proportion will not exceed 5%.
Just like when electricity was first invented, people thought that electric lights were used, and this is electricity. But electric lights are just one of the earliest applications of electricity, and the imagination space brought to humans by electricity later is far more than electric lights.
Similarly, the true 5G era is the era of the Internet of Things, the era of dataization of all businesses and businessization of all data, the comprehensive digitalization of supply chain manufacturing and service industries, and the era of human beings entering the IoT Internet of Things in full.
So in the past, we looked at the scale of a company, and we looked at its electricity consumption. In the future, we will look at its data usage, see how much data it has used on the Internet of Things, and to what extent its data drives production, management, and market.
In the past, the technology investment in manufacturing industry was investment in equipment and the investment in assembly lines. Now it is the investment in talent and product rectification whether there is success in digital transformation.
China has the world's largest clothing production and production assembly line, but the future clothing factory will take orders for 10,000 clothes. This is not a ability. Being able to take orders for one piece of clothing is the real ability.
China is a major exporter, and our traditional foreign trade export methods will be hindered, but digital cross-border business has rapidly become prosperous.
The future cross-border trade must be based on the popularization of globalization, global logistics, and digital customs clearance and other new infrastructure.
In the near future, the frequent flow of the world will no longer be multinational corporations and containers, but small and medium-sized enterprises and small parcels.
In the past, most of the planes flying in the sky were passenger planes, and in the future, most of the planes flying in the sky were cargo planes. Digitalization will truly leverage China's domestic demand.
Our domestic demand for 1.4 billion people is far from being discovered. The development of digital technology will bring China's domestic demand into a new stage.
In the past, Americans relied on the domestic demand of 300 million people to leverage the world economy. In the future, the domestic demand of more than 1.4 billion people in China will promote the development of the world economy. Domestic demand consumption is not just the consumption of the rich, but the consumption of low-income people is a real and sustainable force of domestic demand. The Internet's digital economy is gathering this powerful domestic demand force.
China's 3, 4 and 5-tier cities have huge markets and potential. We must find 300 cities with a population of 1 million and 100 cities with a population of 3 million. The transformation of digital infrastructure of these cities, the improvement of personnel quality and the development of consumption of ordinary consumers are the engines that leverage the next economic development.
Because of the accelerated development of digital technology, many positions in the manufacturing industry will definitely be replaced by machines in the future. The main force in creating jobs in the future is no longer manufacturing, but the service industry in the digital era.
Both manufacturing and service industries are inseparable from the development of the financial industry. In the past, the financial system was people looking for money, while the new financial system was to let money find people, money goes to companies, and find good companies.
. The core of doing all this is to rely on artificial intelligence , big data, cloud computing and blockchain. Today, many places have labeled blockchain. In fact, these have little to do with real blockchain. Blockchain is privacy, a solution to data privacy and data security.
Today’s Bitcoin may be a bubble, but blockchain is definitely not a bubble.
Finally, I want to say that in the face of the huge changes in the future, what is most urgent to make reforms and changes today is our education.
China now has less than 14 million children born every year. This is the most precious brain mine in our country. Their educational methods determine the future of the country and society. Continue to use the methods of the industrial age to educate today's children, and our children will not be able to compete with machines in the future.
Today's education method is established to adapt to industrial assembly line production, and we need new educational methods for the quality era and future-oriented education.
Today we are facing huge changes in economy, society and technology. Just like our planes are breaking through the bumpy period of the clouds, we must firmly adhere to the direction, beliefs and actions will certainly respond to challenges and seize opportunities.
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