Alibaba    
 


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Alibaba    :   -    



  

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 Harvard Business School Publishing Corporation, 2018

Published by arrangement with Harvard Business Review Press (USA) via Alexander Korzhenevski Agency (Russia)

    , , .   , 2019



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 1995.         .        .       ,           .        -.   .  ,     .

 Alibaba       ,   1999.      18 .      -     .            .     ,      .    ,     -    .

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     .  2036. Alibaba   2 ,  100  ,  10        ,        .      ,              .  ,         ,       .     ,          .

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  11    . - ,        (11/11),                     .  2009.          .        .

 Tmall,    Alibaba Group   ,          ,         .    Tmall   ,          .

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 7   23   100 頖        24      2012.  - Nike  Tmall     ,  1  ($150)  1 .        Adidas.  2017.            2016.    .               . HSTYLE, -  ,    Alibaba,  50-  ($7,5)   . (   HSTYLE .  6.)  ,    Alibaba,     ,    .


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            .          20- :  ,    -.       ,    2018.    -,             .             [4 -   2016.  -   (     ),       . . Paul Mozer, China, Not Silicon Valley, Is Cutting Edge in Mobile Tech, New York Times, August 2, 2016; Jonathan Woetzel et al., Chinas Digital Economy: A Leading Global Force, McKinsey Global Institute, August 2017; Louise Lucas, China vs. US: Who Is Copying Whom? Financial Times, September 17, 2017; Christina Larson, From Imitation to Innovation: How China Became a Tech Superpower, Wired, February 13, 2018.].

        .     . ,    ,         ,  ,   ,      .              Apple, Google, Amazon, PayPal   .     -        ,   ,     .   ,        ,          .

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  頖             .  ,             -.     -      ,     .  Alibaba    .    Alipay    ,         .         .      Alibaba  Amazon (  )    ,         10 [5 -    CB Insight,    ,  Alibaba   64 ,        10 . Alibaba  63% ,      Amazon. CB Insights, What Is the Best Company to Invest In and Hold for Ten Years? CB Insights, n. d., accessed March 10, 2018, www.cbinsights.com/research-company-investment-bracket (http://www.cbinsights.com/research-company-investment-bracket).].

     ,    Alibaba   -              .                ,       .

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 1998.             , ,            INSEAD.       .     ,        -  .              Yahoo! (   Sohu  Sina).    Alibaba        .   ,       , Alibaba      MBA.    Alibaba,        .

        2000.,          Alibaba.             .          .    ,      1999.,     Alibaba -,      ,  -,    .      ,    .    -,         蠖  ,   .

 2002.        -       ,       .       .  Alibaba                .      ,  Alibaba   . ,   ,      .                  .          Mosaic,       1990- .

  2006.              :       (Dragons at Your Door: How Chinese Cost Innovation Is Disrupting Global Competition)     ,       , .          .         ,         .            .


  

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  20  2015.,      25 .       LIN Edition (   ).           蠖         .  -    ,  Taobao,  Alibaba   ,       .  2017. LIN         Taobao,  - (  -)         [8 -         ,    -.             .        -.      2013.,          Weibo    -.           ,         (      )        .  ,           .     -              -.].                       ,   .  , ,           ,        .  Taobao   ,  -.

    2015.           LIN.  15     15:00.         ⠖           ,  .  LIN         ,       ⠖     ,    .   LIN        .

 14:58 -         .      .       60 000 .         15 . LIN  :  ,        .  20       . -      .      ,          .          1020%            ,    ,      .

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Alibaba    1999.    17 ,          ,    [10 -  Alibaba,    Taobao  eBay    , . :  .  Alibaba.com:   -  . .: Individuum, 2016;  . Alibaba:      . .: , 2018.].

 Alibaba      .  10          Alibaba,    400  .       Alibaba    $0,5 .

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 2003. Alibaba  Taobao, ,        . Taobao    ,    .     -  ,     ,  ,       .    Taobao ,           .

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?Alipay:  2004.  -   . Alipay         /   .

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?Cainiao Network: Alibaba    -  2012.

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 2

 

    


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  .


   .

   ,     (https://www.litres.ru/pages/biblio_book/?art=42154906)  .

      Visa, MasterCard, Maestro,    ,   ,     ,  PayPal, WebMoney, ., QIWI ,       .



notes








1


   Alibaba,    (   )    ,      10 .            Taobao           .




2


           6,5   .




3


Inside VISA, https://usa.visa.com/dam/VCOM/ download/corporate/media/visanet-technology/aboutvisafactsheet.pdf (https://usa.visa.com/dam/VCOM/download/corporate/media/visanet-technology/aboutvisafactsheet.pdf), accessed March 24, 2018.




4


  2016.  -   (     ),       . . Paul Mozer, China, Not Silicon Valley, Is Cutting Edge in Mobile Tech, New York Times, August 2, 2016; Jonathan Woetzel et al., Chinas Digital Economy: A Leading Global Force, McKinsey Global Institute, August 2017; Louise Lucas, China vs. US: Who Is Copying Whom? Financial Times, September 17, 2017; Christina Larson, From Imitation to Innovation: How China Became a Tech Superpower, Wired, February 13, 2018.




5


   CB Insight,    ,  Alibaba   64 ,        10 . Alibaba  63% ,      Amazon. CB Insights, What Is the Best Company to Invest In and Hold for Ten Years? CB Insights, n. d., accessed March 10, 2018, www.cbinsights.com/research-company-investment-bracket (http://www.cbinsights.com/research-company-investment-bracket).




6


       Alibaba      .       .   ,          젖 .          , ,   ,      .




7


Sun Tzu, The Art of War, trans. Lionel Giles (Blacksburg, VA: Thrifty Books, 2007).




8


        ,    -.             .        -.      2013.,          Weibo    -.           ,         (      )        .  ,           .     -              -.




9


Taobao        LIN Edition,     Taobao,    Tmall. Taobao   堖             . Tmall,   Alibaba     ,     0,45,0%         .  ,   Tmall Global,    1%     ,      Alipay.       Alibaba .  A.




10


 Alibaba,    Taobao  eBay    , . :  .  Alibaba.com:   -  . .: Individuum, 2016;  . Alibaba:      . .: , 2018.




11


       ,         2007.         ,   ,       ,     .     - . : David Easley and Jon Kleinberg, Networks, Crowds, and Markets: Reasoning About a Highly Connected World (Cambridge: Cambridge University Press, 2010).




12


         , . Ronald H. Coase, The Nature of the Firm, Economica New Series, 4, no. 16 (1937): 386405 (Blackwell Publishing).        : Ronald H. Coase, The Problem of Social Cost, Journal of Law and Economics 3 (October 1960): 144.        ,        .




13


        ,        2014.          .      3,      ,   ,       ,                  -.           . : Pedro Domingos, The Master Algorithm: How the Quest for the Ultimate Learning Machine Will Remake Our World (New York: Basic Books, 2015).


