腾讯的ToB梦想

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"来源 / "},{"type":"text","text":" ToB行业头条 (ID:wwwqifu )"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"作者 / "},{"type":"text","text":"  王慧贤 "},{"type":"text","marks":[{"type":"strong"}],"text":" ·  编辑 / "},{"type":"text","text":"  李晓松  吴暄"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"01"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"敌动,我动"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在主打消费的互联网上半场,腾讯和阿里表面相安无事,实则争斗不断。看似社交与电商风马牛不相及,可双方却试图通过多条战线推上敌方高地。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"电商领域阿里有淘宝、天猫,腾讯投资京东、拼多多。外卖市场阿里收购饿了么,腾讯投资美团。网约车大战阿里有快的,滴滴则拿了腾讯、阿里的钱。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如今,腾讯和阿里,分别站在社交和电商两个山头,意味深长地凝望着彼此:敌动,我才动。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"随着消费互联网进入成熟阶段,中国C端市场逐渐饱和,人口红利开始消退,阿里、腾讯等头部互联网企业开始瞄准B端市场,进军产业互联网。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"论资历,B2B起家的阿里具备强大的ToB基因,而腾讯更像是产业互联网市场的后来者。可这并不代表腾讯没有机会,因为后浪未必会输给前浪。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"社交起家的腾讯,一直被人诟病缺少ToB基因。可擅长连接的腾讯在C端能连接十几亿人,为什么不能把连接赋能给B端呢?"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"腾讯高级副总裁汤道生曾说过:“产业互联网不仅仅是ToB、ToG的,归根结底也是ToC的。腾讯将利用服务C端用户的经验,帮助B端伙伴实现生产制造与消费服务的价值链打通,以独特的C2B方式连接智能产业,服务产业、也服务于人。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"或许,这段话就是腾讯ToB战略的最好注解。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"02"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"腾讯的ToB打法:"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"从人、到团队、再到生态"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"bulletedlist","content":[{"type":"listitem","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"寻找具有ToB基因的掌舵人"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"马化腾曾在腾讯员工大会上指出:“在管理方面,我们面临最大的问题是内部的组织架构,现在的腾讯需要更多To B的能力,要在组织架构上进行从内到外系统性的梳理。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"于是,2018年9月30日,腾讯进行了大刀阔斧的改革,重新调整组织架构,新增了云与智慧产业事业群(CSIG),正式打响互联网下半场的ToB之战。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"用马化腾的话说,这次调整是一次面对未来的进化,是腾讯迈向下一个 20年的主动革新与升级迭代。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不过,既然总被人吐槽没有ToB基因,那腾讯ToB必然要找一个具有ToB基因的人。而这个人就是汤道生。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/04/04e819ab8f509e7965e593336c5b0545.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"汤道生照片"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"汤道生1994年在美国密西根大学获得计算机工程学士学位,并于1997年在斯坦福大学获得电子工程硕士学位。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"硕士毕业后,他先在Oracle负责数据库研发和测试工作,之后又在Sendmail软件公司开发大型反垃圾邮件过滤系统。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2005年,汤道生回国加入腾讯,从QQ空间的技术总监一直干到社交网络事业群(SNG)负责人。2013年,腾讯云正式开放后,汤道生一直作为SNG的负责人出没在各个互联网峰会上。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"可以说,汤道生见证了腾讯快速发展的十几年,而腾讯也见证着汤道生极速成长的十几年。当腾讯开启ToB业务转型,着手整合腾讯云、互联网+、智慧零售、教育、医疗、安全和LBS,成立CSIG时,需要的就是汤道生这种经验丰富的掌舵人。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"bulletedlist","content":[{"type":"listitem","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"取消内部赛马机制"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"人有了,方法也要独特。在"},{"type":"text","marks":[{"type":"strong"}],"text":"「ToB行业头条」"},{"type":"text","text":"看来,云与智慧产业事业群比较特殊的一点,就在于机制的变化:CSIG取消了内部赛马机制。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"很多人认为,内部赛马机制是腾讯推出好产品的重要因素之一,赛马机制让腾讯内部形成了优胜劣汰的竞争关系。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"失败的项目组直接就地解散,这个激励员工的方法,腾讯一直屡试不爽。微信、王者荣耀这些爆款产品都是“赛马”的产物。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"马化腾曾这样评价赛马机制:“在公司内部往往需要一些冗余度,容忍失败,允许适度浪费,鼓励内部竞争和试错。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/d2/d2f1e1afecbac4e8be1bc679f7688e29.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"马化腾年轻时照片"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"而CSIG却一改以往的风格,取消了内部赛马机制。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"因为CSIG认为,随着科技的发展,数字化转型已经成为重要趋势,在这个时代再强调内部竞争无非是一种资源浪费。与其承担巨大的业务成本,取消内部赛马机制反倒可以把钱花在刀刃上。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"尤其是相较于ToC业务,ToB业务更看重服务和产品。二者的目标群体,在消费决策上有很大的不同。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"C端用户比较偏冲动型消费,而B端用户比较偏理性型消费,所以ToB服务更考验公司的服务能力和运营能力,更专注细节打磨,不一定非要赛马。毕竟在长时间的交易周期中,任何一个细小环节出了问题,都会影响用户的消费体验,"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"因此,腾讯在2018年成立CSIG时就明确指出,“互联网的下半场属于产业互联网,实体产业将成为产业互联网的主角,腾讯要做实体产业数字化转型的工具和助手”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"这个方向让腾讯明白,用ToC的打法攻占ToB市场恐怕不会灵验,只有以企业客户为中心,真正解决企业的问题,企业才愿意进入腾讯搭建的生态圈。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"bulletedlist","content":[{"type":"listitem","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"腾讯:交个朋友"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"搭建生态圈说起来简单,做起来却未必容易。换了一个赛场,腾讯在ToB市场的朋友要怎么交呢?"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"根据"},{"type":"text","marks":[{"type":"strong"}],"text":"「ToB行业头条」"},{"type":"text","text":"观察,腾讯一方面通过加大基础云计算资金投入,提高基础云服务水平,以腾讯云、企业微信等产品连接更多的企业伙伴。另一方面,腾讯通过投资的方式与其他公司交朋友,不断扩充着自己的生态能力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"比如,腾讯以基础云计算等为技术支持,企业微信为平台基础,推出的SaaS千帆计划就是重要的ToB打法之一。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"通过SaaS臻选、SaaS技术联盟和SaaS加速器等三大项目,腾讯能为SaaS企业提供技术、商机、培训、资本等服务,以此让更多SaaS厂商的开发标准统一,同时为企业用户提供互通、互联的SaaS服务。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果说腾讯云起到底层支撑作用,那企业微信则是触达各个企业伙伴的连接器。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"企业微信能够帮助企业连接内部、连接生态伙伴、连接消费者,就像C端的个人微信一样,企业微信也有机会成为每个办公人群必备的工作神器。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"尤其是疫情之下,在线办公成为热点,企业微信、钉钉、腾讯会议等等办公软件被大家熟知,下载量和用户覆盖度也直线拉升。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"iMedia Research(艾媒咨询)《2020年中国在线办公行业“战疫”专题数据检测报告》显示,复工期间,中国超1800万家企业采用线上远程办公模式,预计2020年智能移动办公市场规模将达到449亿元。如此庞大的市场中,企业微信无疑是重要的工具之一。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"除此之外,据"},{"type":"text","marks":[{"type":"strong"}],"text":"「ToB行业头条」"},{"type":"text","text":"观察,这些年腾讯在ToB市场的投资也一路高歌猛进。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"据IT桔子资料显示,2019年腾讯在企业服务赛道出手19起,而在之前则是2018年18起,2017年17起,2016年12起,2015年7起,2014年4起。逐年攀升的投资数量足以凸显出腾讯对中国ToB市场的关注。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"当然,腾讯加码ToB,阿里也没闲着。虽然双方的ToB打法虽然形式相似,但却有着本质的不同。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"业内总是调侃,“腾讯交朋友,阿里养孩子”。 腾讯更侧重投资,而阿里更乐于收购,双方在企业服务行业收购公司比例居然达到了1:4。无疑,腾讯的ToB打法更温和,阿里的攻击性则显而易见。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"交朋友得付出真心,养孩子要付出精力和金钱,到底是交朋友更好,还是养孩子更好,我们还真不知道。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"03"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"胜负难定的AT之战"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"腾讯ToB转型将近两年后,似乎获得了一份不错的成绩单。目前,金融科技及企业服务已经成为腾讯的主要营收板块之一。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"根据腾讯2020年发布的财报显示,2019年Q4,腾讯金融科技及企业服务板块的年收入达到了1014 亿元,占比达到28.2%,几乎与总营收占比28.6%的游戏业务持平。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/c4/c474f7af5816dbaf19635d9e1a87c339.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2019Q4腾讯主营板块收入占比"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"马化腾对于腾讯的变革曾表示:“此次主动革新是腾讯迈向下一个20年的新起点。它是一次非常重要的战略升级,互联网的下半场属于产业互联网,上半场腾讯通过连接为用户提供优质的服务,下半场腾讯将在此基础上,助力产业与消费者形成更具开放性的新型连接生态。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"显然,连接是腾讯的强项,而关于未来腾讯的ToB走向,也一定离不开连接。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"消费互联网时代,腾讯靠微信、QQ连接C端用户,那在产业互联网时代,腾讯想靠企业微信和腾讯云连接一切。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"虽然作为后起之秀,腾讯云在国内市场的份额及地位仍与阿里与有着不小的差距。企业微信的用户数与钉钉的用户数和服务企业数也相差甚多。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/ea/eacc80c67bbe393a14f8eae5e937a878.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"图片来自Canalys"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"英国调研机构Canalys发布的2019年第四季度中国公共云服务市场报告显示:阿里云排名第一,市场份额46.4%;腾讯云市场份额18%。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"根据钉钉、企业微信最新透露的消息,截至2020年3月31日,钉钉的用户数超过3亿。5月18日,企业微信官方发布已有2.5亿的微信用户。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但当腾讯愿意将11亿个人微信的流量切斜给企业微信的时候,谁都不敢说互联网下半场谁胜谁负。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"曾经,腾讯也不会做游戏,不会做内容,现在却具备了这两种能力,我们有理由相信,腾讯的ToB也将会是一样。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"有没有ToB基因不重要,重要的是腾讯究竟能不能进化到具备ToB能力。腾讯还需要时间,中国ToB行业也需要时间。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}
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