有一天，1996下半年，中國正式接入了互聯(lián)網(wǎng)。于是，我邀請了10位媒體朋友到我家里來，想告訴他們我沒有撒謊，確實(shí)存在互聯(lián)網(wǎng)這個(gè)東西。為了下載一張照片，我們當(dāng)時(shí)花了三個(gè)半小時(shí)。大家說，“那東西真的能行得通嗎?”我說，“是的，行得通的，不是現(xiàn)在，是在未來十年之內(nèi)。”不管怎樣，這至少證明了我沒有撒謊。

　　So one day, later 1996, China was connected to the Internet. I invited ten media friends to my apartment. I want to tell them I’m not telling a lie. There is a network called Internet. We waited three hours and a half to see the first – to download the first picture. And people said “Is that thing going to work?” And I say “Yeah, it’ll work, but not today. In ten years it’ll work.” But at least it proved that I was not telling a lie.

　　我還記得，當(dāng)我們嘗試幫助小公司在網(wǎng)絡(luò)上銷售產(chǎn)品，但是沒有人愿意來，因?yàn)檫€沒有人在網(wǎng)絡(luò)上買東西。所以在第一周，我們的7個(gè)員工自己去買，自己去賣。到了第二周，有人開始在我們的平臺(tái)上賣東西，我們買光了他出售的所有商品。我們有兩個(gè)房間，堆滿了我們那兩個(gè)星期買的東西，而且是沒有什么用的東西。這只是為了告訴大家互聯(lián)網(wǎng)是行得通的，但這并不容易。1995年到1999年這期間，我們的創(chuàng)業(yè)失敗了，沒有一樣條件是成熟的。

　　I remember when we tried to help our small business to sell online. Nobody want to sell because nobody come to buy. So first week we have seven employees, we buy and sell ourselves. The second week somebody start to sell on a website. We buy everything they sell. We have two rooms full of things we bought for New Year’s, all garbage] for the first two weeks. In order to tell people that it works. It was not easy. Since 1995 to 1999 we failed. We go nowhere, our business, because nothing was ready.

　　到了1999年，我邀請18個(gè)好友到家里，我們決定再一次嘗試，并且把網(wǎng)站命名為alibaba.com。人們問為什么叫阿里巴巴?我們希望互聯(lián)網(wǎng)就如同一個(gè)寶庫，可以讓小企業(yè)芝麻開門。另外，這個(gè)名字容易拼寫，也朗朗上口。我們想做的事情，是幫助小企業(yè)。

　　In 1999 I invited 18 friends of mine who came to my apartment. We decided to do it again. We call the name alibaba.com. And people say why Alibaba? We believe Internet is a treasure island which opens sesame for small business. And we used Alibaba because it’s easy to spell, easy to remember. And we want to focus on helping small business.

　　當(dāng)時(shí)我們注意到美國的電子商務(wù)致力于幫助大公司，幫助他們節(jié)約成本，而當(dāng)時(shí)中國沒有那么多的大公司，而是有很多的小企業(yè)，對(duì)于他們來說生存是如此艱難，假如我們能夠用互聯(lián)網(wǎng)技術(shù)來幫助這些小公司，這會(huì)非常有意思。

　　Because at that time we see commerce [with the] American e-commerce they focus on helping on big companies, they’re focusing on helping big companies to save the cost. We believed China we don’t have a lot of big companies, we have so many small business, and small business it’s so difficult for them to survive. If we can using Internet as a technology to help small business it’ll be fantastic.

　　美國習(xí)慣于幫助大型企業(yè)，這就好比美國人擅長于打籃球;而在中國，我們應(yīng)該會(huì)去打乒乓球，去幫助那些小公司。我們需要做的不是幫助小公司去節(jié)約成本，因?yàn)樗麄冎廊绾喂?jié)約成本，他們需要學(xué)習(xí)的是如何賺錢。因此，我們的業(yè)務(wù)一直專注于幫助小企業(yè)在網(wǎng)絡(luò)上賺錢。

　　So we start to say if America is good at helping big companies, just like America is good at making basketball we should play pingpong in China, we should help the small guys. And we should not helping small guys to save cost, because small business know how to save the cost, but small business should learn how to make money. So our business is focusing helping small business to make money online.

　　我們希望阿里巴巴這個(gè)公司可以活102年。人們會(huì)好奇地問，為什么是102年?因?yàn)榘⒗锇桶驼Q生于1999年，上個(gè)世紀(jì)我們經(jīng)歷了1年，這個(gè)世紀(jì)將是完整的100年，下一個(gè)世紀(jì)再經(jīng)歷1年，這樣橫跨三個(gè)世紀(jì)，102年。我們這是給了所有員工一個(gè)清晰的目標(biāo)。無論我們有多少盈利，無論我們賺了多少錢，不論我們已經(jīng)取得什么成績，都不要認(rèn)為我們已經(jīng)成功。不要忘記我們希望活102年，現(xiàn)在才過了16年而已，前面還有86年。這86年中的任何一個(gè)時(shí)間，如果公司倒閉了，我們就談不上成功。當(dāng)我聽到這個(gè)俱樂部(紐約經(jīng)濟(jì)俱樂部)已經(jīng)有108年的歷史，我十分驚訝，十分震驚。這其中一定有很多值得阿里巴巴學(xué)習(xí)的東西。

　　And we want to make the company last for 102 years. And people are curious – why 102 years? Because Alibaba was born in 1999, last year we had – last century we had one year, this century 100 years, next century one year. 102 across three centuries. We give a clear goal to any employees. Don’t say we are successful, no matter how much money we raised, no matter how much money we make, no matter how much we have achieved. Don’t forget we want to live 102 years. Now, 16 years passed, we have another 86 years to go. Because in next 86 years, if any time we die we’re never successful. When I heard this club is 108 years old I was surprised and shocked. There’s so much we can learn from that.

　　沒有人相信阿里巴巴可以活下去。以前人們說：“你們的平臺(tái)是免費(fèi)的，你們的公司那么小。”尤其是我們在美國上市的時(shí)候，人們又說：“你們阿里巴巴是做電子商務(wù)的，就像亞馬遜一樣。”可能亞馬遜是美國人眼中唯一的電子商務(wù)模式，但是我們不一樣。

　　Well, today nobody believed that Alibaba could survive, because people say “You are [free], you’re tiny” and, you know, and especially when we talk about – when we IPO’d people say “Ah, you are Alibaba, you are e-commerce. You’re like Amazon.” Because in American point of view Amazon probably is the only business model for e-commerce. But no, we are different.

　　我們和亞馬遜不一樣的是，我們自己不做買賣，我們幫助中小企業(yè)做買賣。在阿里巴巴的平臺(tái)上，有一千萬家小企業(yè)每天做交易。我們自己不送快遞，但每天有二百萬人幫著我們配送三千萬包裹。

　　The difference between us and Amazon is that we do not buy and sell, but we help small business to buy and sell. We have 10 million small business on our site buy and sell every day. And we do not deliver our packages, although – ourselves, though we have more than 2 million people help us to deliver over 30 million packages per day.

　　我們也沒有自己的倉庫，但是我們幫助那些中小物流快遞公司管理成千上萬個(gè)物流倉庫。我們也沒有任何商品庫存，但是我們有3億5千萬的買家，每天有超過1億2千萬的消費(fèi)者光顧我們的網(wǎng)站。去年我們的銷售額是3900億美元。今年，我們預(yù)計(jì)銷售成交會(huì)超過沃爾瑪全球，你要知道沃爾瑪用了230萬員工，而我們只是從18人擴(kuò)大到了3.4萬人。

　　We do not own warehouses, but we manage tens and thousands of warehouses for other small, medium sized delivery companies. And we do not own inventories, but we do have more than 350 million buyers. We have more than 120 million buyers coming to shop every day on our site. And also, we sell – our revenue last – our sales last year were US$ 390 billion. And this year, possibly, we are going to be bigger than Walmart globally. And Walmart manage – that size of business have more than 2.3 million people; we grow from 18 people to today 34,000 people.

　　我們和亞馬遜不一樣的還有，亞馬遜是一個(gè)購物中心，你去逛亞馬遜，去買你想要買的東西，就和產(chǎn)品展示的一模一樣。但是在阿里巴巴，你看到的產(chǎn)品圖片展示和你拿到手的產(chǎn)品或許不一樣，人們會(huì)覺得驚訝，“這怎么有點(diǎn)不一樣!”但是他們喜歡這樣的購物體驗(yàn)。在美國，電子商務(wù)是商務(wù)，而在中國，電子商務(wù)是人們的一種生活方式。年輕人交換他們的思想，互相溝通，建立信任，建立個(gè)人信用記錄。就好像星巴克一樣，你不是去星巴克品嘗它的咖啡有多么美味。這是一種生活方式。這也正是互聯(lián)網(wǎng)電商如何改變中國的地方。

　　And the difference between Amazon and us the other is Amazon is a shopping center. Because here e-commerce is commerce, in China e-commerce is a lifestyle. Young people, they using e-commerce to exchange ideas, they communicate, they build up the trust, they build up a record. It’s just like Starbucks – you never go to Starbucks to test how wonderful coffee is. It’s a lifestyle. And this is how Internet e-commerce is changing China.

　　我們感到自豪的，并不是我們賣了多少東西。我前面提到，今年我們的成交總額會(huì)超過沃爾瑪——是的，我們對(duì)此很自豪。阿里巴巴會(huì)在未來五年，達(dá)到1萬億美元的成交額。這是我的目標(biāo)，我認(rèn)為我們會(huì)達(dá)到這個(gè)目標(biāo)。更讓我們自豪的是，我們?yōu)橹袊苯雍烷g接地提供了1400萬個(gè)就業(yè)機(jī)會(huì)。我們在中國鄉(xiāng)村創(chuàng)造就業(yè)機(jī)會(huì)，我們?yōu)橹袊蕴峁┚蜆I(yè)機(jī)會(huì)。中國互聯(lián)網(wǎng)上成功的賣家中，超過51%是女性。

　　And what we felt proud of is not how much things we sell. I said this year we’ll be bigger than Walmart – yes, we are proud. We know in five years we will sell US$ 1 trillion. This is my goal, which we think possibly we will make it. We are proud of that but we are more proud because we create direct [and indirect] job, 14 million jobs for China. And we’ve created jobs in the countryside. We created a lot of jobs for women. Over 51 percent of the power sellers on the Internet are women.

　　我們?yōu)檫@些事情感到自豪。有人又會(huì)說，阿里巴巴現(xiàn)在做到了這些，你們的下一步是什么?阿里巴巴無處不在，你們的未來打算是什么?今天，超過80%的在線交易是由阿里巴巴所創(chuàng)造，我們未來的目標(biāo)是將阿里巴巴的業(yè)務(wù)拓展到全球。這不只是要成為最會(huì)賣貨的公司。我們希望電子商務(wù)的基礎(chǔ)設(shè)施能夠全球化。相比美國，為什么中國的電子商務(wù)成長速度如此驚人?因?yàn)樵谥袊纳虡I(yè)基礎(chǔ)建設(shè)太差。不像在美國，你們有汽車，線下有無處不在的沃爾瑪和凱馬特(Kmart，美國現(xiàn)代超市零售企業(yè)鼻祖)。但是在中國，我們并沒有這么好的基礎(chǔ)設(shè)施。

　　So we feel so proud of that. And people say okay, now Alibaba did that. What's your next? What's your future cause you are everywhere. We, 80 percent of the buy and the sell online are created by our company. Our future is that we have to focus on globalizing our business. It's not only sell more things. We want to make, to globalize the infrastructure of eCommerce. Why Internet eCommerce grow so fast in China than in the USA? Because the infrastructure of commerce in China was too bad. Not like here. You have [Click] Motors. You have all the shops offline, Walmart, Kmart, everything everywhere. But in China we have nothing nowhere.

　　電子商務(wù)在美國如同餐后甜點(diǎn)，它是對(duì)主流商業(yè)的補(bǔ)充。但是在中國，電子商務(wù)已經(jīng)成為主菜。我們建設(shè)了電子商務(wù)的基礎(chǔ)設(shè)施。所以，如果我們將我們的電子商務(wù)基礎(chǔ)設(shè)施全球化，包括在全球范圍內(nèi)提供支付工具、物流中心和透明公開的交易平臺(tái)，幫助全球的小公司將他們的產(chǎn)品賣到世界各個(gè)角落，幫助全球的消費(fèi)順利地買到世界各地的產(chǎn)品。我們的愿景是，未來十年內(nèi)幫助全球20億消費(fèi)者在線購買全世界的產(chǎn)品，而且做到全球范圍內(nèi)72小時(shí)內(nèi)收到商品，在中國范圍內(nèi)，無論你身在何處，24小時(shí)內(nèi)收到商品。阿里巴巴的全球化戰(zhàn)略，仍然是致力于幫助小企業(yè)，幫助他們以最有效的方式來做生意。我們會(huì)在自己的電商平臺(tái)上，幫助到另外一千萬家小企業(yè)。

　　So eCommerce in the US is a dessert. It's complementary to the main business. But in China it becomes the main course. We created the infrastructure. So we think if we globalize our infrastructure — the payment, the logistics center, the transparent platform all around the world. Helping the small business around the world to sell everywhere. Help the global consumers to buy everywhere. Our vision is in ten years we will help two billion consumers in the world to shop online anywhere in the world. You're shopping online with 72 hours you'll receive the product. And anywhere in China you shop online, you will receive the products within 24 hours. And we think our globalization is still focused on helping small business. And helping them to do business in the most efficient ways. And we think that we will help another ten million business on our eCommerce platform.

　　我們會(huì)給這些小企業(yè)賦能。我們會(huì)引導(dǎo)更多流量給他們，會(huì)給提供他們支付系統(tǒng)，提供物流配送系統(tǒng)，讓他們更加快捷和便利地在全球任何角落開展業(yè)務(wù)。我們希望在中國以外的地方擁有40%的業(yè)務(wù)量?，F(xiàn)在，我們的海外業(yè)務(wù)只占到2%。

　　We will empower them. We'll give them the traffic. We'll give them the payment system. We'll give them the logistics system so they can do business anywhere easily and quickly. And we will help. We will have 40 percent of our business outside China. Today we only have two percent of our business outside China.

　　可能人們繼續(xù)會(huì)問，現(xiàn)在阿里巴巴的業(yè)務(wù)做大了，也募集到大量資金。你們會(huì)在美國做什么?你們會(huì)來美國嗎?如果來美國，你們是打算入侵美國嗎?馬云你什么時(shí)候來和亞馬遜競爭?什么時(shí)候來和eBay競爭?其實(shí)，我對(duì)eBay和亞馬遜抱有敬仰之心。而我來這里的目的，也就是阿里巴巴的下一步戰(zhàn)略，是幫助美國的小企業(yè)走進(jìn)中國，幫助他們將產(chǎn)品賣到中國。

　　So people keep on asking, now you are big. You raised that much money. What's your play in America? People say well are you going to come? When are you going to come to invade America? When I going to compete with Amazon? When I going to compete with eBay? Well I would say we show great respect for eBay and Amazon. But I think the opportunity and the, the strategy for us is helping small business in America go to China, sell their products to China.

　　現(xiàn)在的中國，中產(chǎn)階層的數(shù)量和美國人口大致相當(dāng)。而我們認(rèn)為，未來十年中國將有五億人口成為中產(chǎn)階層。他們對(duì)優(yōu)質(zhì)產(chǎn)品和優(yōu)質(zhì)服務(wù)的需求是非常強(qiáng)大，非常驚人的。我認(rèn)為中國的現(xiàn)狀沒有辦法滿足他們對(duì)于優(yōu)質(zhì)產(chǎn)品和優(yōu)質(zhì)服務(wù)的需求。過去20年，中國一直致力于出口，而我認(rèn)為接下來10年-20年，中國應(yīng)該把注意力集中在進(jìn)口方面。中國要學(xué)會(huì)進(jìn)口，學(xué)會(huì)如何消費(fèi)。中國應(yīng)該去消費(fèi)，去做全球買手。同時(shí)，我認(rèn)為美國的小企業(yè)，美國的品牌產(chǎn)品，也應(yīng)該利用互聯(lián)網(wǎng)，進(jìn)入中國市場。

　　Today in China, the middle class for China is almost the same as the American population. And we think in ten years it will be more than half a billion Chinese people will be middle class. The demanding for middle class, the demanding for good products, good service was so powerful, so strong. And I think China today cannot afford the good products, good service to them. And then next is that China has been focused on exporting in the past 20 years. And I think next ten, ten-twenty years China we should be focusing on importing. Chinese should learn to buy. Chinese should spend the money. Chinese should buy a lot of things from globally. And I think that American small business, American branded products you should use the Internet, go to China.

　　過去20年，美國的大公司已經(jīng)遍布整個(gè)中國。對(duì)于美國的小公司來說，利用好電子商務(wù)，將是巨大的機(jī)會(huì)。阿里巴巴已經(jīng)幫助很多美國的農(nóng)民將產(chǎn)品賣到中國。西雅圖的車?yán)遄泳褪且粋€(gè)例子。你不能想象，美國駐華大使跑來問我：“馬云，你們可以幫我們銷售西雅圖的車?yán)遄訂?”那時(shí)車?yán)遄舆€長在樹上，我們就做了預(yù)售，8萬個(gè)中國家庭搶購了這些訂單，我們摘下車?yán)遄?，?4小時(shí)內(nèi)運(yùn)到中國。24小時(shí)內(nèi)，8萬個(gè)中國家庭就將160噸車?yán)遄右粨尪?。去年，我們賣掉了300噸車?yán)遄?。我不知道今年又?huì)是怎樣一個(gè)驚喜的數(shù)字。

　　Past 20 years big companies of America is already all over China. But it's the great opportunity for using the eCommerce for small business to go to America. In the past years we have helped a lot of American farmers selling things to China. For example the Seattle cherries, you will never believe that the ambassador, the American ambassador to China, he came to us say, Jack can you help us to sell the cherries in Seattle. I say how can we sell cherries? The cherries still on the trees. And we started place order, 80,000 families booked the order. And when we got the order we ship, we pick up the cherries and ship to China within 24 hours 80,000 families, 160 tons of cherries were sold. And last year we sold over 300 tons of cherries. And I don't know what's this year about.

　　我們同樣也幫助銷售阿拉斯加的海鮮。我們還幫助銷售加拿大的龍蝦，所賣出的龍蝦數(shù)量，是他們十年不可能達(dá)到的。許多美國的知名品牌也借助我們的平臺(tái)銷售。像Costco超市入駐以后第一個(gè)月就賣出了600噸堅(jiān)果，銷售額達(dá)到650萬美元。既然我們能夠幫助賣龍蝦，賣車?yán)遄?，為什么不可以利用我們的系統(tǒng)來幫助大量的美國中小企業(yè)?我還想借用一天的數(shù)據(jù)來舉一個(gè)例子，11月11日，中國的光棍節(jié)，阿里巴巴把它變成了一個(gè)購物節(jié)。去年雙十一，我們的交易額高達(dá)97億美元，第一分鐘有240萬消費(fèi)者涌入。今年，我們認(rèn)為這個(gè)數(shù)字會(huì)更加驚人，所以這也是我此次來美國的目的——中國消費(fèi)者需要更多的美國產(chǎn)品。

　　We also helped Alaska seafood. We helped Canada to sell the lobsters. The lobster we sold probably ten years they cannot sell. And we also have a lot of American branded companies using our site to sell. Costco the company, they sold 600 tons of nuts on our site for the first month. And for the first month they're using Alibaba 6.5 million US dollars. So I think if we can help to sell lobsters, if we can help sell the cherries, why we cannot help these small, medium size companies to China using our system? So this is what I want, and also I want to take one day for example November, November 11th, the [Singles'] Day. We make that a shopping day. Last year for that day we sold 9.7 billion US dollars. And for the first minute shopping we have 24 million people rushed in for the first minute. And this year we guess the number was scary, so my purpose coming here that we need more American products to China.

　　每天，阿里巴巴平臺(tái)都有上億“饑渴”的消費(fèi)者來購物。這就是我們來到這里的原因，我們不是來競爭的，我們來這里是希望將美國的中小企業(yè)帶到中國。我們的愿景是“全球買、全球賣”，未來10年-20年，無論你身在何處都可以買到任何地方的產(chǎn)品，也把可以自己的產(chǎn)品賣到世界各地。菲律賓人可以買到挪威的鮭魚，挪威人可以將產(chǎn)品賣到阿根廷，阿根廷人可以買中國的產(chǎn)品，也可以將產(chǎn)品賣到中國。這是互聯(lián)網(wǎng)未來變革的方向。最后，阿里巴巴為已經(jīng)改變中國而感到驕傲。變革的力量是強(qiáng)大的。

　　We have a hungry 100 million people coming to buy every day. So this is why we come here. We not come here to compete. We come here to bring the small business. My vision is that in ten, twenty years anywhere you buy anywhere, sell anywhere. Philippine people can buy salmon on Norway. Norway people can sell things to Argentina. Argentina can buy and sell to China. This is how the Internet is going to change. And lastly I want to say we have changed the China. We feel proud of that, and we think that the change, the power of change is so powerful.

　　第一次技術(shù)革命以后，世界有了新的商業(yè)組織形式——工廠，這些工廠帶來了武器和力量，然后催生了第一次世界大戰(zhàn)。第二次能源革命以后，世界又有了新的商業(yè)組織形式——公司，然后催生了二戰(zhàn)。

　　The first revolution of technology we have the, the organization of business called a factory. And had our first World War because of the strength of the arms and muscles. The second revolution energy, we have the organization called companies, and have the second World War.

　　在這個(gè)互聯(lián)網(wǎng)時(shí)代，DT時(shí)代(DataTechnology，數(shù)據(jù)時(shí)代)，我認(rèn)為誕生了一個(gè)新的商業(yè)形式——平臺(tái)，“第三次世界大戰(zhàn)”也隨之即將打響——但這不是一場國與國之間的戰(zhàn)爭，這是一場我們攜手對(duì)抗疾病、貧窮和氣候變化的戰(zhàn)爭。我認(rèn)為這是人類的未來。所有的人類，所有的國家，都應(yīng)該聯(lián)合起來。依靠年輕一代，而不是武器;依靠計(jì)算機(jī)和大數(shù)據(jù)，來解決人類的問題，社會(huì)的問題。這是我所熱衷的，和錢無關(guān)，這是夢想。改變世界的不僅是技術(shù)，更是你相信可以改變世界的夢想。我們知道這條路漫長且不易。我以前說過，過去20年在中國做互聯(lián)網(wǎng)生意很不容易，今天很困難，明天更困難，后天很美好。但是絕大多數(shù)人死在了明天晚上，如果你不努力的話。

　　This time Internet. The data, and I think we have a new business called platform. And the third World War is going to happen. And this war is not between nations, this war we work together against the disease, the poverty, the climate change. And I believe this is our future. The human being, the nations shall unite together. Rely on the young people using not the guns, using computers, using the data to solve the human problem, solve the society problems. And this is what I'm passionate about. It's not about the money, it's about dreams. It's not only the technology change the world, it's the dreams you believe that change the world. And we know the way, the way is not easy. As I was told in the past 20 years doing Internet business in China, today is difficult, and tomorrow is much more difficult. But the day after tomorrow is beautiful. Most people die tomorrow evening, if you don't work hard.

　　謝謝大家!

　　Thank you very much.