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赢了世界却败在中国,全球首富携带6万亿资产,逃离中国市场
Sou Hu Cai Jing· 2026-01-10 14:55
说起亚马逊,就是从零到英雄的典型。1994 年,杰夫・贝索斯在美国华盛顿州一个不起眼的角落起步,本来只想卖书,没想到一步步成了电商界扛把 子。网站一上线订单就不停来,1995 年正式开张,第一年就卖出几万本书。 贝索斯眼光毒,很快从书扩展到音乐视频等,1997 年直接上市,股价蹭蹭涨,募集了五千四百万美元,公司估值一下就上去了。 转眼二零零零年,亚马逊推出第三方卖家平台,这招真高明,平台一下热闹起来。用户下单方便,卖家也多,生态直接活了。二零零五年推出Prime 会员 服务,每年交钱就能免费两日达,在当时是新鲜事,很快吸了上百万会员。 贝索斯后来总结,问题出在投资不足和本土化不充分。美国管理者不信任中国团队,不授权,决策总是慢半拍,这也是刘强东说的亚马逊核心弱点。再加 上中国电商市场变化快,阿里京东拼多多三足鼎立,亚马逊的开放模式让用户觉得信息过载,物流价格高,Prime 收费模式也水土不服,退出成了必然。 二零一九年七月十八日,亚马逊中国网站停运,第三方卖家服务关停,只保留了 AWS 云和全球开店业务。 退出中国后,亚马逊把资源倾斜到了印度和云服务上。AWS 云业务通过合作稳住了中国市场,全球开店业务也帮了 ...
如何在充满不确定性的世界中更好地押注
3 6 Ke· 2025-04-24 10:32
Group 1 - Leaders are not just making decisions; they are placing bets, and understanding different types of uncertainty is crucial for effective decision-making [2][3] - There are two types of uncertainty: cognitive uncertainty, which can be reduced by gathering more information, and stochastic uncertainty, which is driven by randomness and cannot be changed by data [3] - Companies like Netflix successfully navigated cognitive uncertainty by testing new services and optimizing based on real-time feedback rather than rushing into full-scale changes [4] Group 2 - The "special case" bias leads leaders to overestimate their unique situations, ignoring lessons from others, which can result in significant losses [5][6] - Target's failure in Canada exemplifies the dangers of ignoring past experiences, resulting in a $2 billion loss and withdrawal from the market [6] - In contrast, IKEA's cautious approach in India, involving extensive preparation and local adaptation, has supported its long-term growth [6] Group 3 - Adopting a portfolio thinking approach, where multiple small-scale bets are placed, can mitigate risks and enhance learning in uncertain environments [7] - Amazon exemplifies this strategy through its parallel experimentation across various projects, leading to both successes and failures, but ultimately fostering innovation [7] - Research from McKinsey indicates that companies employing a portfolio innovation strategy outperform their peers in growth and investment returns, even during market volatility [7] Group 4 - The best leaders do not aim for perfect predictions but instead build systems to adapt to changes and learn from them [8] - Recognizing different types of uncertainty and incorporating flexibility into decision-making allows companies to shift from passive responses to proactive strategies [8] - Success belongs to those who make informed bets rather than those who gamble recklessly [8]