On January 29, Tencent's Chairman and Chief Executive Officer, Pony Ma, delivered his latest internal speech at the company's annual meeting. Although the whole journey is only 35 minutes, it is very informative.
For example, why Ma Huateng has rarely appeared in the past 4 years, Tencent100 million in Beijing to take the land, the latest direction of the ** number, the recent situation of enterprise WeChat, aiBig opportunities, anti-fraud, recruitment and layoffs, etcIt is the topic that entrepreneurs and many Internet practitioners are most concerned about.
At the beginning of the speech, Ma Huateng mentioned that in the past four years, he rarely appeared to the outside world because he was concentrating on internal product and management.
Regarding the product, Ma Huateng first mentionedWeChat remains the strongest platform in Tencent's ecosystem right now. A year ago, the first number was "the hope of the whole goose factory";
A year later, the ** number lived up to expectations, and in the case of a short ** loss, Tencent had a solid grip. The most important thing is that he did not do the same thing as others, but combined his own characteristics and made acquaintances socially short**.
It is understood that Douyin has long laid out the "friends" column in an attempt to make up for its own social shortcomings, but it may be very similar to Alipay's social networking back then, and it is difficult to penetrate the acquaintance socialization. Douyin is seen more as an algorithm-driven public domain channel than a private domain channel in the social scene of acquaintances.
As for the latest direction of the ** number, Ma Huateng pointed out that Tencent's user group has a strong spending powerWe will make every effort to develop the first live broadcast e-commerce!
Subsequently, in the chatGaming business"Gaming is our trump card business, and the world's largest gaming company, which seems to be lying on the laurels of success," he said. "In the past year, Tencent Games has been greatly challenged, with competing games emerging one after another, and although new products have been launched, they are not as good as expected. He also emphasized that "Yuan Dream Star", which has been invested in the past two months, is not only a game, but also has a social component, and social networking itself is the base camp position, and it will definitely go all out.
In addition, Ma Huateng emphasizedPlaying games overseas is Tencent's greatest hope for internationalization. It is necessary to do a thorough and solid job in software and game development, rather than being an enemy of other game companies or hardware manufacturers from a deep perspective. The key is to identify your main business and focus on itto have a better chance of winning
In the enterprise services sector, Tencent ranked fourth in terms of revenue and third in terms of profit. At present, WeCom has achieved profitability。As early as March last year, WeCom announced that it would charge each user 0. for 1 year according to the size of the private domain user pool1 RMB fee. The first batch of enterprises received the "Notice of Charge" on June 22. However, later information shows that the payment time points of different enterprises are not the same, and the payment notice of the earliest batch of enterprises was advanced to May 7.
It is worth mentioning that the plateThe greater impact on profits is the financial technology Internet. among othersThe most important thing is the payment, which is also the only business that is asked to lower the share. Tencent's current explanation is that half of the so-called payment share is direct bank card debitHalf is a transferIt's not a payment, but it's going to be risky in the future. He stressedFinancial things want to fight who is safer, definitely not fight you fast, the faster the more dangerous. Tencent and the bank are in a cooperative relationship, and Tengxin is only a channel and channel for the bank, rather than a competitive relationship.
In the AI sector, Ma Huateng believes that AI is the focus of the whole industry and the world, and Tencent is not the most advanced, but at least it is not too far behind. He**,There won't be pure natives in a year or twoThe big application of AI is still requiredputThe AI hybrid model is applied toAll productsVarious scenesThis will be a great opportunity to improve efficiency.
When talking about PCG, Ma Huateng bluntly said that it was "particularly difficult". PCG is a combination of all the old businesses, and the biggest requirement made last year was to surface and survive. First of all, he hopes that QQ can find a future product positioning. Many of QQ's products and services are still good, but they are limited to QQ's circle and can't get out, he suggested, encourage users to return, lower the threshold, such as not logging in, pure anonymity, etc.
followed by Tencent**, which has accumulated a lot in the past year, "The Long Season", "Three-Body Problem" and "Flowers" are particularly outstanding. He thinksI'd rather not do a median drama, tooConcentrate resources to make high-quality productsIt's worth it, and the best product is the channel. BecauseThe key to supporting long** members is several big dramas.
If not every month, then at least one every quarter.
In addition, Tencent News has turned losses into profits, browsers and application treasures are still being adjusted, and China Literature, Tencent, Huya, etc. have also implemented very good results in reducing costs and increasing efficiency in the past year.
Ma Huateng repeatedly emphasized:"Tencent is a product-oriented company, and it should spend more time using its own products, so that it can feel some subtle experiences of users, and it is impossible to succeed if you don't care about using your own products, and only emphasize managing people to do product development.
Moreover, every business must think clearly about two points: one is whether it can be considered in its own territoryEvergreen; The second is whether there is anySprouts, whether this sprout grew from its own branches, or was it found outside.
In addition to products, Ma Huateng also talked about it many timesAnti-fraud。At present, anti-fraud relies half on reporting and half on system discovery. He mentionedFraud is mostly concentrated in the corporate services and old business segments, many of them are related to orders and entertainment, which are inefficient and opaque, and this model is really not suitable for Tencent. Tencent should still focus on making products and let others sell Tencent's standard products. Tencent's internal management is clear and clean.
Regarding recruitment and layoffs, Ma Huateng asked managers to be more cautious in recruiting people, and they couldn't recruit people when the business was good, and cut them all if they couldn't do it for two months, which was very irresponsible. There are pros and cons to layoffs, and the departure of many employees has had a big impact on their teams. If you don't think it through, try it in a small team first, don't rush.
He gave an example of merging three recommendation teams with PCG, not to reduce costs, but to reduce the idiocy index slightly, otherwise you will look idiot, which is the biggest insult.
In the face of changes in the general environment, Ma Huateng saidConfidence is the most lacking in the current environment. In January 2024, the official website of the Beijing Municipal Planning and Nature Commission revealed that Tencent had invested more than 6.4 billion yuan to acquire a piece of land in Beijing's Haidian District, which was seen by the outside world as a sign of confidence, but Ma Huateng said that the land was not just to boost confidence, but was deliberate.
We have made a deduction about Beijing's land acquisition, we are still reducing costs and increasing efficiency, whether we can climb up this slope, how deep this bottom is is not clear, if tens of billions of land to invest, is it appropriate, will this direction be wrong, so we postponed it. Until last year, we saw the whole environment, and our company's business was basically developing steadily, because there was still this demand, and we still decided to take this land. "
Finally,For the state to regulate the development of Internet platformsMa Huateng believes that this is equivalent to a physical examination for Tencent, and hopes that internal employees will be calmer.
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