程序员的那些事·2025-06-12 23:51Core Viewpoint - The article discusses the evolution of Alibaba, highlighting the shift from a mission-driven company to one focused on short-term metrics and internal competition, raising concerns about its future sustainability and values [3][4][30]. Group 1: Reasons for Alibaba's Success - The company benefited from significant economic trends, with GDP growth from $1 trillion in 1999 to an expected $18 trillion by 2024, and internet users increasing from 8.9 million in 1999 to nearly 1 billion by 2020 [6][12]. - Strategic foresight from founder Jack Ma led to successful ventures like B2B, Taobao, Alipay, and Alibaba Cloud, which were built on strong resource integration [7]. - A unique corporate culture fostered teamwork and a shared vision, allowing employees to feel valued and respected [8]. - Institutional frameworks supported employee engagement and loyalty, emphasizing customer first, employee second, and shareholder third [9]. Group 2: Signs of Decline - Since 2017, the company has experienced a slowdown in growth, with internet user growth rates dropping to single digits and expected to plateau around 1.1 billion by 2024 [12]. - Many strategic acquisitions have failed, such as the purchase of Koubei and Ele.me, which did not yield the expected market dominance [13][14]. - Internal innovation has stagnated, with few successful new ventures outside of e-commerce-related businesses [17]. Group 3: Internal Issues - Employee morale has declined, with a culture shift towards short-term results over long-term vision, leading to a lack of commitment to the company's original mission [18][19]. - There is a growing issue of "wild dog" culture, where aggressive competition for short-term gains undermines collaboration and trust among employees [20]. - Financial issues include grade inflation and unclear performance metrics, leading to a lack of transparency and accountability [21][22]. Group 4: Cultural Erosion - The company's core values have weakened, with a shift towards prioritizing individual performance over collective goals, resulting in a loss of teamwork and integrity [32][33]. - The emphasis on results has led to unethical practices, including data manipulation and a culture of mistrust [35]. - HR has failed to uphold the company's values, focusing more on performance metrics than on employee welfare and cultural integrity [38][40]. Group 5: Recommendations for Improvement - The company should restore its core values and ensure they are integrated into performance evaluations to foster a healthier work environment [43]. - HR needs to refocus on employee support and cultural preservation, reducing the emphasis on performance metrics [39][40]. - A transparent performance and promotion system should be established to eliminate favoritism and ensure accountability [44].