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马云的来往软着陆

楼主:伯爵仙人球 时间:2014-03-25 17:59:01 点击:16 回复:0
脱水模式给他打赏只看楼主 阅读设置
  
  
  两马战即将告一段落,打车App补贴战不打了不说,连马云一度十分重视亲自披甲上阵推广的来往,也将迎来新的征程。除了换掉来往负责人之外,其未来发展方向和策略也将迎来剧变,随之而来将是产品的调整和团队的重组,来往不再担当在移动端复制下一个微信的任务,而是做好支付宝无线和手机淘宝的补充,实现软着陆。
  
  来往败北:马云愚公移山,尚未开始便已注定失败
  
  从马云喊出火烧南极开始,就立志要打回企鹅老家,去防御在移动端日益势大的微信,具体做法有两个,一是复制微信做来往,带着愚公移山的气魄走上中国移动、小米、盛大等公司业已被证明的失败道路,现在同样被证明已经失败;第二个是冒着食言的代价力推游戏,目前前景仍不明朗。
  
  来往的架构几乎与微信一模一样,从基础通信到群聊到公众平台再到朋友圈。扎堆这一兴趣社交功能是来往独有,另外来往还有一些微创新,例如将二维码扫描按钮换了一个位置,例如与微信迥异的UI设计。两者之间更大的不同在于推广策略。阿里是高举高打的强推,免流量、送现金以及与年终奖直接挂钩的全员营销。微信则是借力打力的导入,QQ通讯录、手机通讯录、摇一摇等话题功能。
  
  阿里机关算尽,可惜这是一场刚刚开始结果便已注定的比赛。米聊是,飞聊是,来往也是。日后哪怕WhatApp进入,同样面临啃不动微信的尴尬。微信关系链和品牌形象已牢不可破。来往目前用户数量为100万规模,在微信的6亿用户面前均不值一提。
  
  有接近腾讯的人士吐槽说,阿里从腾讯挖过去的负责来往的人只能算张小龙手下的手下的手下,如何与张小龙这位大神竞争?姜还是老的辣。真正的原因则是,错误的对手和错误的方法。马云愚公移山,但移动互联网时间不等人。
  
  来往的软着陆:三条腿走路
  
  来往不会直接退出,一则马云不愿意这么快承认来往的失败,二则此前投入也不小不能白白浪费,还有阿里依然需要来往,来往并非一文不值。
  
  微信有三个大的产品属性:基于消息和群的通信,基于朋友圈的社交,基于公众账号的媒体和服务。来往不会放弃这三大属性,只是这些功能可能会与其他产品打通,协同配合来做更加现实的事情。
  
  1、通信,阿里系的基础设施不可能扔掉
  
  看一下可怜的京东,在与腾讯结盟之前一度禁止员工使用微信,有传言说京东还会推出自有IM“东东”。如果阿里没有来往,现在马云只能去微信朋友圈哭诉四大行的霸道了。
  
  更重要的是,来往可以承担阿里旺旺在PC端一样的角色,支持包括买家卖家在内的阿里系的即时沟通。尽管无法狙击微信,但在自有生态里面作为基础支持工具,对阿里来说是可控的,也是必须的,如果你看到百度现在还将百度HI作为其沟通工具,便会更加认可我的看法。
  
  在IM领域,来往扶不起来,但幸运的是阿里投资了陌陌,陌生人社交的差异化定位,使之成为跟随微信的老二。目前陌陌拥有近1亿用户,单陌陌争霸一款游戏月流水已超过千万。陌陌之于微信就像YY之于QQ一样,腾讯不得不防,就看陌陌和阿里系配合战如何打了。
  
  陌陌正在从陌生人社交向兴趣社交转型,已推出群组、陌陌吧等功能。而陌陌最初的投资者选中陌陌时,也是考虑是陌陌与微信相似,但是很多事情微信不能干,陌陌可以干,例如更多的游戏,更多的广告,说白了,陌陌更加灵活,变现空间很大。
  
  联系到最近的“阿里收购陌陌”的传言,阿里调整来往更加确定。在通信这块,来往会成为防御补充型业务,陌陌则会做攻击型选手,去与微信差异化,去追赶微信,去做微信不能做的事情,甚至去帮阿里赚钱。
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
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