出品 | 虎嗅科技组
作者 | 齐健
编辑 | 陈伊凡
头图 | 视觉中国
12月29日，阿里巴巴官宣了集团董事会主席、首席执行官张勇（逍遥子）亲自挂帅阿里云的消息。
张勇在当天中午发出的阿里内部信中宣布了这次人事变动，张建锋（行癫）卸任阿里云智能总裁，由张勇亲自担任阿里云智能总裁。 Zhang Jianfeng continues to serve as the dean of Damo Academy, focusing on cutting-edge technology, flat head brother and intelligent Internet business. In addition, Cheng Li ( Lusu ) no longer serves as the group's CTO and executive vice president of Damo Academy, and is replaced by Wu Zeming (Fan Yu). This high-level personnel change can be said to be a major shock to Alibaba Cloud.
虎嗅从多位知情人士处了解到，此次的人事变动，或与12月18日，阿里云香港Region可用区C发生大规模服务中断事件相关。
29日下午，张勇以阿里云智能总裁的身份再发内部信，虎嗅从知情人士处获得了这份内部信的内容，信中提及，“唯有日积月累的客户信任，才可以让我们真正在市场中保持领先优势，才能让我们拥有持久的核心竞争力。任何故障的发生，对阿里是万分之一、百万分之一的概率，一旦发生在每个客户身上就是百分之百。我们必须急客户所急，想客户所想，既主动解决客户看得到的问题，更要把客户尚未感知到的风险防患于未然。”
从阿里巴巴11月公布的三季报来看，中国商业分部收入在阿里集团的占比同比下滑了3%，传统支柱业务呈现增长疲态。 The cloud business is becoming the clearest growth point that Alibaba can see, and it is even called by many people as Alibaba's "hope for the whole village." However, judging from Alibaba Cloud's current growth trend, it should not be able to meet Zhang Yong's expectations.
Hong Kong computer room outage
On December 18, a large-scale service interruption occurred in Alibaba Cloud Hong Kong Region Availability Zone C.此次事故影响了香港地域可用区C的云服务器ECS、云数据库PolarDB等云产品运转，故障时间超出了12个小时。其后果是，导致澳门金融管理局、澳门银河、莲花卫视、澳门水泥厂等关键基础设施营运者的网站、澳觅和MFood等外卖平台、以及澳门日报等本地传媒应用程序无法访问使用，亦直接影响了主要加密货币交易所OKX的提款。
虎嗅从一些阿里云香港客户处了解到，宕机事故最初的几小时中阿里云在线客服、电话客服均无法对此次事故给出解释、解决方案及恢复时间。 On the day of the accident, many users directly requested to change service providers in the service group.
宕机故障一周后，阿里云发布公告复盘，向所有受到故障影响的客户公开致歉，并承诺尽快处理赔偿事宜，并称此次事件是阿里云运营十多年来持续时间最长的一次大规模故障。
张建峰、程立的工作调整将自即日起执行，而张勇第一峰内部信中同时宣布的阿里巴巴集团CPO童文红离任时间，则会在阿里巴巴2023财年结束的3月31日之后生效。
Zhang Yong repeatedly emphasized stability, security, and trust in two internal letters, and asked Alibaba Cloud to accordingly improve its working methods, customer service methods, risk screening and handling methods, etc.
钉钉业务增长缓慢，下一步怎么走
如今看来，阿里云的香港机房宕机风波更像是一次导火索，更深层的原因可能是张勇对于阿里云和钉钉业务的不满。
张建锋自2018年接管阿里云智能事业群，其间经历了2020年钉钉升级为大钉钉事业部，以及阿里云的“云钉一体”战略。Although under the leadership of Zhang Jianfeng, Alibaba Cloud's business has turned a profit, DingTalk's business has not grown significantly under the integrated cloud-DingTalk architecture.
Alibaba Cloud has a strong pulling effect on DingTalk, but DingTalk’s growth is slow and it is difficult to pull the cloud business in the opposite direction. According to people familiar with the matter, Zhang Yong often personally inquires about the specific business of Alibaba Cloud and DingTalk, and even directly discusses the use of DingTalk with customers.
Huxiu learned from an insider Zhang Yong’s internal sharing record this year. In the internal sharing meeting, Zhang Yong openly discussed DingTalk’s specific business with grassroots employees, “We have made the platform API well and the tools for low-code development well, so that others can flexibly arrange their own processes on it. In this way, each company can not only digitize the business processes within the company, but also because the business processes are related to the upstream and downstream. , Naturally, it is cross-business, cross-organization and even cross-company, so that work digitization can be completed in all aspects, not just general office. We have to see what should be done under such a social trend. "
Internal stability, high-level changes will not affect the grassroots
According to the domestic media InfoQ, Cheng Li will not leave his post as the group's CTO, but will continue to serve as a technical advisor to the CEO. One of the main reasons why Cheng Li resigned was to hand over the baton to the young Alibaba technology leader, which has also been Alibaba's long-standing tradition. Wu Zeming, who takes over Cheng Li's job, will be Alibaba's first post-80s CTO. After taking over as the group's CTO, he will also continue to serve as the CTO of the local lifestyle business. Another source from
revealed to Huxiu that since Cheng Li became the CTO of Alibaba Group in 2019, he has been focusing on promoting Alibaba's "middle platform" plan. However, the middle platform system needs to unify the group's upper and lower schedules, so the overall business and middle platform goals cannot be consistent for a long time, which poses some challenges to internal collaboration. Currently, the middle platform investment has been significantly weakened. In
's internal letter announcing personnel transfers, Zhang Yong set the keyword for the new year as "progress". He said that only by protecting customer interests and creating good customer value through every action can we undertake the great mission of leading development, creating jobs, and participating in international competition.
Many Alibaba Cloud mid-level and grassroots employees told Huxiu that there were no obvious signs of high-level personnel changes before, and there are currently no signs that they will affect grassroots work. In addition, the group CEO personally serves as the president of Alibaba Cloud Intelligent Business Group, which is good news for Alibaba Cloud business. From sales to research and development, there may be policy preferences at the group level. Alibaba Cloud's front-line R&D and sales work will be generally stable in 2022. Due to the epidemic and economic downturn, all walks of life are facing challenges, which has also directly affected the expansion of cloud business. From the current point of view, there is a high probability that there will be a buffer period next year, and the actual business recovery may not occur until the second half of 2023.
The following is an internal letter from Zhang Yong announcing personnel changes in Alibaba Cloud:
Dear Alibaba people,
The past year has been very difficult, and the new year is about to begin. Especially in the current stage of the rapid spread of the epidemic, many students are still focused on their work while fighting against the virus , working hard to ensure the stable operation of the group's various businesses, and continuing to serve customers in various feasible ways. Here, I sincerely thank you all and care about you very much. I hope that we can all get through it smoothly and enter a new stage of work and life smoothly. When
made a full-year outlook at the beginning of this year, the keyword I wrote down was 'fix'; when 2023 is about to begin, I hope that the keyword in the new year will be 'advance'. As society enters a new stage of coexisting with the epidemic, and as the country points out the future development direction of the platform economy , we are even more convinced that only development is the last word and can solve many of the problems we encounter today. Forging iron requires hard work. The core of Alibaba’s development is to be a ‘good’ self and a ‘good’ company. Only by protecting customer interests and creating customer value every step of the way can we fulfill our mission of leading development, creating jobs, and participating in international competition.
I hope to share with you a series of decisions regarding the group's organizational changes as the new year is about to begin:
1. Zhang Jianfeng (Xing Dian) will no longer serve as the president of Alibaba Cloud Intelligence and will continue to serve as the president of Damo Academy, focusing on cutting-edge technology exploration, and will continue to be in charge of Pingtou Ge and Intelligent Internet. I will act as the president of Alibaba Cloud Intelligence and be directly in charge of DingTalk. Zhou Jingren (Jingren) will serve as the CTO of Alibaba Cloud Intelligence and will continue to serve as the vice president of Damo Academy.
In the past four years, Xing Dian has led all Alibaba Cloud juniors to achieve remarkable results in technological innovation and industry impact, and has made important contributions to the development of Alibaba Cloud. I hope that Xingdian will lead DAMO Academy to continue to reach new heights in the field of science and technology. For cloud computing , stability and security are the most basic responsibilities to customers. We must always uphold awe and live up to the trust and reliance of customers.
2. Cheng Li (Lu Su) will no longer serve as the CTO of the group and the executive vice president of the DAMO Academy. Wu Zeming (Fan Yu) will serve as the CTO of the group and the deputy president of the DAMO Academy. In the few years since he joined Alibaba, Lu Su has made important efforts and contributions to Alibaba's technological development, especially the training of technical talents. In the future, he will continue to assist me in my work as a technical consultant. Wu Zeming (Fan Yu) also continues to serve as the CTO of the local lifestyle business.
The above-mentioned appointments are effective with immediate effect.
3. Tong Wenhong (Judy) will no longer serve as CPO of Alibaba Group from April 1, 2023. Tong Wenhong has been with the company since its inception. As the company has grown, she has held many important positions, built our beautiful Xixi Park, participated in the creation of Cainiao Logistics , and comprehensively promoted the construction of the group's organizational system while serving as the group's CPO. In the future, she will continue to participate in the group's cultural operations as a partner of Alibaba. The position of group CPO will be taken over by Jiang Fang (Jiang Fang).
would like to once again express special thanks to Xing Dian, Lu Su and Tong Wenhong. They gave the best time to Alibaba, assumed major responsibilities over the years, and made great contributions to Alibaba's growth.
2023 is coming soon, and we all have a lot of expectations for the new year. 2023 is a very critical year for Alibaba. I hope that all Alibaba people will use their enterprising spirit and collective efforts to welcome this new year. Let's move forward hand in hand!
Alibaba Group
Chairman and CEO of Alibaba Group
Zhang Yong (Xiaoyaozi)
2022.12.29
The following is an internal letter issued by Zhang Yong as the president of Alibaba Cloud Intelligence:
Dear classmates of Alibaba Cloud Intelligence,
This is the first time I am writing to you as the president of Alibaba Cloud Intelligence.
The birth and growth of Alibaba Cloud are the innovative practice of Alibaba that dares to be the first and explore, and it is also a battlefield that tests our "from customers, to customers". The value of "customer first" has never been a slogan hung high on the company wall, but the cornerstone that supports our growth every day. The success of customers is the success of Alibaba Cloud. Without the trust of customers, Alibaba Cloud would not be what it is today, let alone Alibaba Cloud's future.
Millions of our customers include startups, large enterprises, government agencies and public services. The type of our business determines that we must treat our customers' trust as our life. Once trust is lost, customers can leave us at any time. Only by accumulating customer trust over time can we truly maintain a leading edge in the market and have lasting core competitiveness. The probability of any failure happening to Alibaba is one in ten thousand or one in a million, but once it happens to every customer, it is 100%. We must be anxious about customers' concerns and think about what customers think. We must not only proactively solve problems that customers can see, but also nip risks that customers have not yet perceived before they occur.To achieve this, Alibaba Cloud not only needs to continue to pursue technological advancement and serve its customers with a cloud computing operating system that is independently developed and continues to be technologically advanced; we also need to be advanced in business management, based on its own working methods, customer service methods, risk identification and handling methods, etc., to form another set of intelligent operating systems that can support the efficient operation of Alibaba Cloud, a huge organization composed of tens of thousands of students. On this operating system, we can also achieve global leadership.
I believe that every Alibaba Cloud student feels the same way about the above. Since its establishment 13 years ago, Alibaba Cloud has gained more customers by continuously providing products with high availability, stable performance, security and reliability, and has also been recognized as "No. 1 in Asia and No. 3 in the world."
This is inseparable from the belief and investment of successive Alibaba Cloud presidents, and it is also inseparable from the full dedication of every Alibaba Cloud student "because he believes, so he sees."
I believe that only by continuing to create value for customers, only by making a firmer commitment to customers than ever before, only by unabating our focus on customer innovation, and only by adhering to the belief that customer trust cannot be let down, can our Alibaba Cloud go better, more steadily, and further!
looks forward to working side by side with everyone to jointly build the future of Alibaba Cloud!
Chairman and CEO of Alibaba Group and President of Alibaba Cloud Intelligence
Xiaoyaozi
2022.12.29
Tips: I am Qi Jian, editor of Huxiu Technology, focusing on industry, digitalization and cutting-edge technology-related industries. Welcome to communicate (WeChat: 13810250461, please note when adding, thank you).
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