Jian: Do not want to get data to improve the business this is not big data

Jian, one of Alibaba's most controversial characters, loves people and hates them.

May 12, I and MTC's friends, in Hangzhou, launched and hosted a cloud-computing salon, shrimp's thinking of the practice of chatting cloud music, quick taxi Chen Weixing Chat cloud era of product design, short interesting network Wang Jiangyu Chat Cloud era of entrepreneurship, of course, jian chat his views on cloud computing.

The same day, Tsing Lung old Thief sent a section of the Jian point of view, encountered him to open the micro-trust since the most powerful powder, but also aroused the insiders of various discussions, this is the Jian "influence."

I have made a jian share of the first person detailed version of the comb, which involved the positioning of the Aliyun, the reflection of large data, the app is not optimistic about innovation, information is very large, you can feel.

A drone is typical of large data.

I love peace, but when it comes to cloud computing and big data, two of the examples I think of are related to war.

One example is that "the world is Flat" the author went to the front and saw the commander at the scene and found that the military academy should be reopened. Because a platoon rank officer, as long as a telephone, the aircraft carrier on the plane came. This is not going to happen in previous wars, where a platoon-level officer can use very limited resources for war. Today, in fact, a platoon-level officer needs the same training as the former commander of the army.

It is often asked if there is a certain infrastructure that I can change the world. In the past, only the president can do it, and today one can do more than the president. Because of the cloud computing.

Another example is the fact that someone and I boast that the world's largest data is the best use of drones. A few days ago the United States was still meeting to discuss the reason for renting China's satellite because its own data were not enough. UAV is a very typical innovation, the previous battle is not so dozen, today has a large data changed.

So, cloud computing allows you to do things you couldn't do before, and do what you couldn't before.

Two of our clients are the most likely to use data.

Aliyun first set up, we say that we are data sharing platform, for this positioning, I think it is quite ahead of.

Alibaba first in the discussion, we said why the data, do not mention information, this is a very important thing. IBM will say that data is useless, knowledge is useful, so this positioning is critical.

As soon as we talk about the data, we actually position ourselves on the platform. We imagine that our clients are using the data to the best people, not ourselves.

Today, the most successful data company is Google. Google takes the data that everyone in the world has, the web, and relies on its own processing power to make the world's biggest business. Google's early days, it has some data others have, but others do not have his ability to deal with and thinking.

The data is data, just someone to make a business of him.

So when we locate ourselves, the data is the data, this is the most basic thing, someone smarter than you, will make this matter into an important business.

Today's data is far more than previous web data, so there's a lot more to think about, so it's definitely going to be bigger than it used to be.

No one ever knew where the data was until Google turned him into a search, and there was a way to put the ads in the search. Today it seems to be very simple, put the original difficult, because we have something to make a money, not a few people think clearly, otherwise Microsoft, Yahoo will not outsource Yahoo to others.

Three "Big data" was called wrong.

Earlier, Tian organized an event in Beijing and asked the author of the Big data to open a very small seminar.

I share that, in fact, the big data is called wrong, "big data" does not reflect this problem the most essential things.

In fact, large data has long ago, but only the light of data is useless. The world's largest data estimates have nothing to do with the Internet, Europe hit the laboratory to do a collision of data, may not be done for a lifetime, the largest data estimates are there.

Today's data is not big, what really interesting is that the data has become online, this is precisely the characteristics of the Internet. Everything online this thing, far more than "big" reflects the essence.

Like a quick taxi to use a traffic data, if these things are not online, it is useless.

Why today's Taobao data is valuable because he's online. The data written on tape and on paper is useless.

In turn, it's easy to get data collected online. In the past, the United States who want to be president, need to do the Geller survey, to block 2000 people on the street, a tick on the paper, the forecast is very accurate. Now you don't have to do this, just analyze what everyone sends on Twitter and know who the President is.

And it's hard to influence society quickly after the study, and data can in turn affect society quickly. Just like taxi software, if it's going to affect a taxi driver, it's probably bigger than a taxi company because the data is online.

Sometimes, some oil, geology and other companies to tell me the big data, I do not think this is not a big data. Their data is much more certain, but their data is not in line and meaningless.

Four data is more important than function

Products I do not understand, Aliyun products do so bad, are my responsibility, this must beg everyone to forgive.

But after a lot of suffering, the product experience is still there.

At present I do not see a product and data combined very well. Non-internet-era products, the function must be its value, today's Internet products, data must be its value.

Travel information products, a lot of money. Recently I saw a "cruise", I used more, I do not know the product good, anyway, the data is good, he can tell you the previous flight what happened.

In the past software, many functions are beyond the importance of data, but I believe that next, the data than the function will be more important. Internet people should be able to understand this statement.

Ma Yun and I joked that Alibaba's understanding of the data depth, will not exceed Suning's understanding of E-commerce. I mean, the chances are, we don't get it.

A few days ago I met Yeke in Beijing (Beijing Play Crab Technology Co., Ltd. CEO), he said that the game to do to do, found that the data is the most important thing, in a few rooms in the data handcuffed to the pain.

I guess he understands the game, and it's not enough to be intuitive, and the data can help him do it. It's like a person doing indoor data to fly a plane, the cost of training pilots does not know how much lower, this and using data to improve the game is the same.

Five cloud computing is a trust business

When I look at cloud computing, I suddenly find that cloud computing is a trust business. including shrimp, short interest, can move to Aliyun, is a trust.

China is the first country in the world to use paper money. It takes a lot of courage to put a stamp on a piece of paper and let people believe it is wealth. Today, we are far behind, we do not believe in credit cards, credit cards as a debit card is used, this is very fatal place.

Some say he is going to make 20 billion dollars for three years (Internet projects) and he has to rely on others (the cloud services), and it's great that he believes that.

I think, without this courage, it is impossible to innovate. China has this opportunity today.

I have a very proud case here. Today China's drugs, all have a barcode, it needs to track each medicine to which wholesalers, to which retailer, to which hospital, to which patient, this thing is a very important thing. Now this thing is on the Aliyun, 350 trillion boxes of data are on it. In the future, when you run to the hospital, you will naturally know which is the real drug, that is to say, the original mess is gone. This is a great innovation. When these data are not on the line, you are afraid to think, now, you can do a lot of things.

In another case, insurance is a very traditional industry. An insurance company must open an office. Everyone dares to say, now do an insurance, can not sign a written thing. But perhaps in the second half of this year, China will have an insurance company, the first insurer in the world without an office. You don't have to sign anything on paper, you can get everything done online.

According to my understanding, cloud computing can do well, innovation opportunity is very big.

Six app is a potted plant in someone's garden.

I think that mobile internet innovation can go beyond the scope of app innovation.

Today's app innovation is kind of like planting a little flower in someone's garden. Because the Apple and the android have circled a garden, you plant a little bit of grass is no problem, it is like going to the flower and bird market to buy some potted plants, anyway, is dead or dead can not live well.

But you have to do something that is alive and challenging. You have to run into the big forest to do something alive. If you get off the shelf, you'll feel like there's a problem.

Of course, the garden is a good environment, and some people look at it. But we can still do something revolutionary in the ecology of China.

We really don't know what the details are.

Seven has the Xerox, has the Apple

The biggest challenge for us in cloud computing is that we don't understand it.

It's an industry we've never seen before, and we've only read about it in the past. It is by the mutual cooperation, interaction can be done.

I think we should run an Internet museum. Today we all see the results, do not see the process, such a country is difficult to innovate.

You may not know that about 100% of the mouse is produced in China, most of the consumption in China, a lot of technology is also in China. Few people ask why there is something to call the mouse, the first mouse out is very ugly wood.

Today, we see a very beautiful mobile phone, called the iphone, there is a good operating system, there is a good App store, you may not think about this thing how to come. I was watching a film about the American economy in the 80, and interviewed jobs, who said that if Apple were not to be driven away, it might not happen later. If Steve Jobs hadn't been kicked out and didn't have a tantrum to do next, without being bought back as the basis for iOS, there would be no apple today.

So it's hard to plan for this coincidence.

I am sorry, Aliyun is sure to do a good job, this process of hardship must not escape.

There is a gossip, Apple first to do the Macintosh, Microsoft then out of the window, Apple sued Microsoft plagiarism. ' We're not going to do it with each other, but we've all stolen the Xerox stuff, ' Mr. Gates said. Xerox did not big, but made a great contribution.

There are no companies like Xerox in China's environment, and naturally don't come up with companies like Apple.

I would like to say, even if you are entrepreneurs and Xerox like to do a bit of dead or alive things, also very meaningful.

Eight is not to collect what data, but do what service

Today's cell phone sensors are about the same as the cruise missile sensors. It can collect a lot of things, but it doesn't produce much value.

I think that the data collection this matter, has not much innovation, as long as you want, we can certainly do it. I think the real innovation is what you can do on this, which no one has yet understood.

This is a chicken and egg problem, and if no one can use it well, the things behind it won't happen.

At the earliest, someone would say location-based services or something. But today, still no one knows the location, the service well. I think this is the biggest challenge.

Nine cloud computing this name is ambiguous

Cloud computing is the industrial era of electricity, the big data is the Ford production line, cloud storage is the steel industry.

In other words, without steel, there will be no electricity, there will be no large-scale industrial production. Without cloud computing, big data won't come out, and if the US cloud doesn't solve the problem of cloud storage, it won't come out.

I think the ambiguity of the name of cloud computing is that when we say this, it actually includes cloud computing, big data, cloud storage and everything.

The big data is the Ford production line that I can think of today. In the end, you should forget about cloud computing, just remember Ford. So I said, see the front end, invisible backstage.

I do not believe that some people say, I do big data, but there is no cloud, that is small workshop.

100 million don't try to get data to improve your business

Today's banks are not companies that rely on big data. What the banks do with the data, IBM. You can figure out the cost of his data, the value of his handling of the data, and perhaps the cost of processing the data.

The real greatness of the data is the small cost of producing something of value.

It is not that where there is data, there is a large data business.

Alibaba does the best on data, but finance does not mean banks. Ali Finance Small Loan things, is precisely the bank can not do. Banks do not have this data, banks do credit rating is very high, banks do not make small loans.

Ali Financial loan 10 Yuan a day, 100 yuan of people are very much. A 1-dollar customer, wrote a thank-you note, said that in his life no one lent him a piece of money, suddenly someone borrowed him 1 yuan, he felt that life has been respected.

You should never try to get data to improve a business, it's not big data. You must have done something you couldn't have done before.

Amazon is the world's best recommended business, which can be considered the early days of big data, but now it's thinking about how to make the recommendation better every day, I think this thing must be hopeless.