評論
打印
What it is about Baidu and the Chinese search market that's allowed
是什么讓百度在中國
Baidu to become much more successful than Google and Yahoo! in China?
比谷歌以及雅虎做得更成功
Specifically, what is it that American companies that,
美國公司對于中國的互聯(lián)網(wǎng)行業(yè)
both then and now, still don't understand about
始終不甚了解
China that you think you do and they don't?
能否談?wù)勔恍┠阒蓝鴦e人不知道的原因
Robin Li: I think that there are a lot
在這個問題之中存在著
of misconceptions about this question.
許多誤解
There are very successful American companies
在中國，有很多很成功的美國公司
in China: Intel, Cisco, Microsoft.
比如，因特爾，思科，微軟
They have been in China for a very long time.
他們來到中國有很長一段時間了
They figured out how to do business in China
已經(jīng)摸索出在中國的經(jīng)營之道
and they have been quite successful.
并且獲得了成功
But Internet companies, a little bit different.
但是對于互聯(lián)網(wǎng)公司來說會有些不同
There are three reasons for that.
原因有三
First is that, during the '90s,
第一，在九十年代
I think the Chinese IT market was very, very small.
中國的互聯(lián)網(wǎng)市場規(guī)模很小
Nobody paid attention to that.
沒人關(guān)注這個市場
But during the past decade,
但在過去的十年間
I think, with the Internet coming to China,
隨著互聯(lián)網(wǎng)的普及
that the market gets larger and larger as
以及中國經(jīng)濟的崛起
Chinese economy gets larger and larger,
互聯(lián)網(wǎng)市場規(guī)模也不斷擴大
the opportunity, the potential for that market
市場潛力上升以及機遇的涌現(xiàn)
has become very meaningful to a lot of people.
吸引不少目光與投資
Therefore, it's a fast-growing market.
這是一個快速成長的市場
It's growing very, very quickly, much faster than the world average.
變化非常迅速，比世界平均速度更快
For example, when I returned to China,
舉例來說，當(dāng)我回到中國
I remember we had less than 10 million Internet users,
當(dāng)時中國網(wǎng)民人數(shù)不足一千萬
and today we have more than 338 million Internet users.
而現(xiàn)在網(wǎng)民數(shù)達到了3.38億
So during the past 10 years,
在過去的十年中
the market actually changed very quickly, very dramatically.
市場變化極其迅速
American companies did not realize that in the early days.
許多美國公司都始料未及
They thought, "OK, the amount of online information grows about
他們認為，既然網(wǎng)上信息量每年增長50%
50% per year. I'll grow my index by 50% per year.' But in fact,
那就每年增長50%的索引
if you pay attention to China,
但事實上，如果你關(guān)注中國
the amount of Chinese information online triples every
在中國，網(wǎng)上信息量每年翻3倍
year. And we triple our index every year. So that gives
因此我們的索引也同步增長50%
the Chinese Internet users impression that if you cannot
這給中國網(wǎng)民一個印象
find anything on the other search engines,
如果在其他搜索引擎上找不到的東西
you may be able to find it on Baidu. If you cannot find it on Baidu,
百度或許能夠幫你，如果在百度上都找不到
you cannot find it anywhere else. So that's just one example of showing
那么其他地方肯定也找不到
how quickly the market is. If you are not close to that market,
這個例子表明中國市場發(fā)展得十分迅速，如果你不夠關(guān)注市場
you have missed a lot of opportunities. The second reason is that,
機會將跟你擦肩而過，第二點原因是
although Baidu is perceived as a Chinese company
雖然百度被認為
like many other NASDAQ-listed folks --SINA,
像其他在納斯達克上市的中國公司一樣
Sohu, Netease, Shenda--- but they are almost 100% funded by U.S. VCs,
比如，新浪，搜狐，網(wǎng)易，申達，但它們幾乎都是
many of the Silicon Valley-based. This kind of money
由美國風(fēng)險投資資助的，許多來自硅谷
actually helped a lot in the development of the Internet
這樣的資本在中國互聯(lián)網(wǎng)的發(fā)展過程中助益良多
market in China. And as many of you know,
眾所周知
Chinese people are very entrepreneurial. They really want to make a difference.
中國人很有企業(yè)家精神，總是想著有所作為
They are hardworking. Once they are married with VC money,
并且不辭辛勞，一旦得到了風(fēng)險投資的資本
it's very competitive. So the Internet
他們將變得十分具有競爭力
space in China has become very,
所以中國的互聯(lián)網(wǎng)市場極具競爭力
very competitive. This is different from many
這和其他行業(yè)不同
other sectors. In the traditional sectors,
在傳統(tǒng)行業(yè)
American companies are basically competing with state-owned
美國公司的競爭對手是中國的國有企業(yè)
enterprises. They move very slowly. They don't have the
他們反應(yīng)遲緩，沒有正確的獎勵機制
right incentive structure. But in Internet,
互聯(lián)網(wǎng)市場就不一樣了
it's very different. It's like everyone knows everyone and
公司之間知己知彼
they all have the right incentive structure to become successful.
也有正確的激勵機制以達到成功
The third reason is that Internet companies,
原因三，對于互聯(lián)網(wǎng)公司
be it American or otherwise,
不管是在美國還是在其他國家
are generally very young. Young companies usually do not plan for the
都是新生的企業(yè)，一般不做長期打算
very long term. Sometimes they are not patient enough. They try,
有時顯得缺乏耐心
they lost a lot of money. A couple of years later,
他們不斷嘗試，同時也為自己的年輕交了很多學(xué)費
five years later, they say,
若干年后，或許5年，他們會說
"OK. I give up. I have enough challenges in my domestic
夠了，我還是放棄吧，本國市場上的競爭太激烈了
market. I don't want to deal with this thing."
我不想干了
So that happened to a number of American Internet companies.
一些美國互聯(lián)網(wǎng)公司碰到過這樣的情況
I think that's the three most important reasons for
以上這些就是主要的三個原因
what happened in the Internet space in China.
來解釋中國互聯(lián)網(wǎng)市場的現(xiàn)狀
