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拼多多黄峥致股东信:趁人之危的想法在时间面前显得异常愚蠢

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发表于 2020-4-25 18:45:57|来自:中国浙江湖州 | 显示全部楼层 |阅读模式
4月25日,拼多多发布2019年年报。客岁整年,拼多多实现成交额10066亿元,平台年活泼买家数达5.852亿,年营收301.4亿元。若按照用户数等核心数据来分列,拼多多已经成为中国第二大电商平台。
随年报一同发布的是拼多多首创人、董事长兼CEO黄峥的致股东信,这是2018年以来黄峥连续发布的第三封年度致股东信。

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拼多多首创人、董事长兼CEO黄峥。人民视觉 资料图
黄峥在信中批评了近期疫情带给自己的思索,笔触相当感性,尤其是相较于客岁那封谈业务、谈二选一、谈计谋的股东信。
黄峥说:当这个微小的病毒进入人类世界时,它就像试管中的催化剂一样,加速了新世界的形成。已往世界的某些维度在被重构,一些规则也在被改写。这股席卷举世的气力将从根本上永世地改变我们所生存的世界。就像我在前面两封致股东信中表明“拼多多的诞生”时所述,新物种将会以和从前完全不一样的样子在新的泥土中孕育和生长。现在,正是世界萌发新生,重新构建的时间。
“当新型冠状病毒席卷举世时,每个机体都不得不面对大天然带来的暴虐挑衅。”黄峥说,“任何妄图趁人之危或使用漏洞使自身受益的想法,在时间眼前显得非常愚蠢,无异于一个狂妄的赌徒试图在赌场上赢过期间。相反,我们感受到了必要更加努力工作的冲动和动力。这是因为我们比以往任何时间都更理解和爱惜名贵的青春。我们越发意识到我们应尽的责任。”
拼多多年报显示,黄峥持有拼多多43.3%的股权,为第一大股东,投票权为88.4%,腾讯持股16.5%,为第二大股东,投票权约3.4%,高榕资本持股7.7%,投票权1.6%,红杉资本持股7%,投票权1.4%。
现金储备方面,拼多多持有现金、现金等价物及短期投资共计410.6亿元,此中不包括2020年一季度11亿美元的定向增发融资。
停止2019年底,拼多多员工总数为5828人,较上年同期增长58%。
拼多多方面表现,2020年会继续对商家对峙“0佣金”和“0平台服务年费”的政策,资助商家节流运营资金资本。今年一季度,拼多多平台新增涉农商家高出27万,接近客岁整年新增数目。预计今年一季度,平台包括国内外品牌、外贸企业、产业带集群企业等在内的新增商家数目,将迎来大幅增长。
此前据媒体报道,拼多多今年将积极结构付出和物流,补足与阿里巴巴、京东等对手竞争时的短板。
汹涌消息记者注意到,此次拼多多年报还透露,2020年4月,拼多多旗下上海寻梦信息技能有限公司与上海付费通信息服务有限公司告竣业务互助协议。上海付费通信息服务有限公司官网显示,该公司系2011年首批获得付出牌照的第三方付出企业。
2020年2月,上海付费通信息服务有限公司第一大股东变更为上海易翼信息科技有限公司,持股比例为50.01%,上海易翼信息科技有限公司的法定代表人为拼多多团结首创人陈磊。陈磊在3月继而成为上海付费通信息服务有限公司的法定代表人。换句话说,拼多多可能已经斩获付出牌照。
物流方面,拼多多公布与国美达玉成面战略互助,国美旗下安迅物流、国美管家两大服务平台,将同时成为拼多多物流和家电后服务提供商,两大服务平台将分别为拼多多平台商家提供覆盖天下的中大件物流、仓储及交付服务,以及包罗家电维修-洗濯保养-以旧换新在内的消费者服务方案。
附:黄峥致股东信中文全文
What time?
今夕何夕?
今年2月,COVID-19作为一个新词汇在举世家喻户晓,并颠覆了我们的一样平常生存。就在我书写这封信的时间,世界上仍有一半的人蜗居家中,无助地等待着引发举世危机的小小病毒尽快消失。等待之初,我们迫切盼望生存可以大概重回正轨;而越来越漫长的等待,则让我们逐渐忘记了时间。
今天,我们正身处怎样的时间之中?时间又毕竟是什么?
对人类来说,这是一个危机的时间,流言和杂乱四起,人们因差异的理念意见而产生分裂,甚至是对抗。这是一个百年不遇的特别时间,不过也许它也只不过是汗青长河中一个再平常不过的片刻。
病毒是大天然向人类派出的伤害“信使”。出于生存本能,我们竭尽所能地变更自身的机体能量与之对抗。这种对抗的副产物是伤及自身甚至致命。很快,鏖战从单个生物体伸张至整个社会有机体,差异巨细差异类型的公司、当局和国家,都在用自己的方式对抗这一威胁,其副产物也是不可避免地伤及自身。
这一切只是源于一个险些看不见,脱离宿主都无法复制的病毒。一个携带了一些信息(RNA)和很少能量的小小“信使”而已。这和数十年来我们担忧的原子能威胁形成了鲜明的对比。一朵可以升腾出巨大能量的乌云,与自身险些毫无能量的“信使”,谁会给人类造成更大、更持久的危害?
这真是如幻如梦…… 这是大天然给我们的一个启示?一个教导?抑或是对我们的处罚,照旧救赎?也许,仅仅是大天然和人类开的一个小小的打趣?
Time for new
新生之时
当爱因斯坦写下他著名的方程式E=MC时,他优雅地(某种意义上,也可以说是傲慢地)刻画了他脑海中的物质世界。但他并没有表明那刻画物质世界的精力世界与客观物质世界之间的关系,也没有表明能量与信息之间的关系。
今天,全世界都处在一种通例的反常中。成万上亿的人被迫困在家中,与亲朋好友分离。然而,我们又同时通过某种精力和情感连结在一起。这种关系也影响着我们所能感知到的物理世界。捏造世界和物理世界之间的界限亘古未有地含糊,我们开始看到(而不仅仅是想象)一个新的世界正在走来。或者,更精准地说,是一个全新的人类世界正在走来。在这个新世界中,“捏造现实”一词已颠末期。现实和捏造可以相互转换,现实变得虚幻,虚幻却是现实一种。同样,人类物质与精力需求之间的分别也愈发含糊。
当这个微小的病毒进入人类世界时,它就像试管中的催化剂一样,加速了新世界的形成。已往世界的某些维度在被重构,一些规则也在被改写。这股席卷举世的气力将从根本上永世地改变我们所生存的世界。就像我在前面两封致股东信中表明“拼多多的诞生”时所述,新物种将会以和从前完全不一样的样子在新的泥土中孕育和生长。现在,正是世界萌发新生,重新构建的时间。
Feel the time
感受时间
1.Time with an arrow/direction
时间的方向
人类不停努力地用我们所把握的逻辑和原理,试图理解和控制世界。在很多事变上,我们确实乐成过,比如科学。在科学的世界里,我们试图从客观物质世界里抽离出来,以超然的天主视角来举行“客观”的观察、理解,并通过有限的方程式来界说这个客观物质世界。在如许的框架中,时间酿成了方程式 -t = (-)t 中的一个可逆参数。它只是形貌物体在按预定轨迹运动的方程式中的一个参数而已。
但是,当一个渺小的病毒把我们从幻梦中惊醒,我们发现人类并没有高出于世界之上,仅仅是这个被观察的世界中的一个可忽略不计的组成部分而已。我们唯一能做的,是停动手中的一切,等待时间流逝,感受时间流过的陈迹。
我们进而意识到,时间很可能不应该是方程式中的一个可逆参数,它更像是一个不可逆的向量。它是一股强大的有方向的气力,岑寂地驱动着我们所见所感的一切事物。无论我们多么固执地渴求着对称和永恒,时间总是在不停制造着凡间种种的不对称、不可逆以及殒命。
热力学第肯定律(U = Q-W)给予了我们肯定的控制感和确定性,而热力学第二定律(S> = 0)又使我们谦卑地认识到有别的一种存在,在力和质量组成的物理世界之外。熵(S)与信息有关,我不确定熵是否连接着精力世界,但它确实可以资助我感受和理解时间。时间不应该只是物理世界里一个可逆的变量,或是孤立的存在于精力的想象,沉默而永不绝息的它更像是在物质和精力世界表象背后的那股强大的有方向的不可逆的驱动力。
2.Time, crowd and uncertainty
时间、人群和不确定性
当牛顿最早展现F = M(dV / dT)时,它让我们有了“可以控制世界”的错觉,或至少给了我们可以掌控气力的某些理解和暗示。我们不再感到担心,因为每个物体都可由其位置、质量、速率和作用力来计算出轨迹。我们假设每个物体的已往的全部汗青都已经被其当前状态所完全包罗,而且每个物体都是独立的。在如许的假设下,大量物体之间的大量交互随着时间的推移将变得愈发复杂、杂乱,也会表现得不确定和随机。时间之矢好像创造了杂乱和不确定。而所谓概率,是对大量相互作用下简直定性的物体的轨迹聚集的一个近似统计形貌。
但是,当我们被隔离在家中,在焦虑和不安的感情中等待时,我们开始怀疑“每个物体之间的相互独立性”是否真的是我们在试图理解和表明世界时的一个准确的假设。在我们对确定性的渴望中,我们选择性地担当了诸如“物体间的独立性”如许的简朴假设,以资助我们表明复杂的世界。我们的渴望是云云的强烈以至于让我们开始信赖这就是真理。
但是,如果概率和随机性本来就是每个物体的天然属性呢?如果大量的物体在本质上就是相互交织和关联的呢?就像我们的人类社会一样,无论每个个体有多独立,我们都在真实和捏造的世界中,通过相互关联而界说自我的存在。由于物体存在这些内在联系,试图屏蔽物体之间的关联,研究孤立个体的方法也就不再可以大概那么有用。相反,我们看到,时间推移下的个体间大量互动反而成为一种为社会和世界带来秩序和确定性的气力。我们再一次感受到了时间的气力和魔力。
Seize the time
把握现在
当新型冠状病毒席卷举世时,每个机体都不得不面对大天然带来的暴虐挑衅。相对年轻的人大概心存一些荣幸与慰藉。这并不是说我们要在“危”中讨巧得利。任何妄图趁人之危或使用漏洞使自身受益的想法,在时间眼前显得非常愚蠢,无异于一个狂妄的赌徒试图在赌场上赢过期间。
相反,我们感受到了必要更加努力工作的冲动和动力。这是因为我们比以往任何时间都更理解和爱惜名贵的青春。我们越发意识到我们应尽的责任。我们必要证明我们这一代人的与时俱进和与以往差异。在这个新世界中,新物种和新生物必将诞生并茁壮成长。
大天然的蓬勃发展和趋势不会因为任何个人意志而改变。理解这些天然规则不应该让我们感到良好,更不可能让我们有本事统治天然。相反,这使我们可以大概谦卑地认识和认可,我们只不过是世界天然演变过程中的沧海一粟罢了。
恰如一位墨客写道:“我冷眼向已往稍稍回顾,只见它曲折灌溉的悲喜,都消失在一片亘古的荒野。这才知道我的全部努力,不过完成了平凡的生存。”
带着如许的视角,我们既感到无比的谦卑和平静,又无比感恩于拥有的名贵青春和担负着的庞大责任。因此,我们将更加坚定地投资未来,努力建设眼前的新世界。在这新世界中,我们的精美旅程才刚刚开始。
黄峥
谨代表拼多多
2020年4月20日
附:黄峥致股东信原文
What time?
In February, the world learned a new word, “COVID-19”, which upended our lives. As I write this, half of the world remains confined at home, waiting for the tiny virus that causes COVID-19 to leave us. During the early days of the outbreak, as we waited in solidarity, we eagerly hoped to return to normal. But as the world has been put on hold week after week, we start to forget time.
We cannot help but ask ourselves, what is the time we are in now and what is time?
We are in a time of crisis – of division, misinformation, and chaos. The virus has caused countless conflicts and contrasts as we watch the news around us and worldwide. It is an unprecedented time to most of us. Yet if we put it in the context of the human history, it might just be a normal incident, a drop in the ocean.
This virus is a messenger by Mother Nature. Out of self-protection and preservation, our bodies desperately fought it using all the strength and energy available. Soon enough, the war against this seemingly unstoppable virus extended from our own bodies to the broader organisms that make up our society (if we see every institution as a living organism made up of people and relationships with a mission and purpose). Companies, governments, countries, big and small, are all scrambling in their own ways to combat this life-threatening virus. In these attempts, we possibly have unintentionally introduced more damage to ourselves.
These all started with an almost invisible virus, a tiny messenger carrying some information (RNA) and a negligible amount of energy that, independent of a host, cannot even replicate. It is in stark contrast with nuclear threat, the power we feared for decades. Which is more capable of greater and more prolonged damage to our human society then - a mushroom cloud representing massive destructive energy, or a “messenger” with virtually no energy?
We cannot help but wonder if this is a lesson purposefully delivered, a punishment, a redemption, or simple irony? No matter what it is, it is surreal to me.
Time for new
When Einstein wrote down his famous E=MC, he elegantly (in some sense also arrogantly) depicted a physical world in his mind. However, what he did not explain in his theory of relativity is the relationship between the human mind and the physical world, nor the relationship between energy and information.
Today, in this bizarre time, millions of people are staying at home, physically cut off from their families and friends. Yet we are connected and unified in spirit through shared sentiment, which in turn affects the physical world. The boundaries between the virtual and physical worlds are unprecedentedly blurred, and we are beginning to see (not just envision) a new world. In this new world, the phrase “virtual reality” is obsolete. Reality has become virtual and virtual has become part of reality. Similarly, the distinction between humanity’s physical needs and spiritual needs is also becoming vague.
When this tiny virus was dropped into our world, it acted just like a catalyst in a test tube, accelerating the formation of a whole new world. Inevitably, some dimensions of the previous world are being restructured, some rules are being rewritten. The impact of this sweeping force will fundamentally and permanently change the world we are in now. Just like what I explained in the prvious shareholder letters about PDD’s formation, new models are bound to emerge and grow in a whole new setup. We are indeed seeing the phasing out of some as new ones emerge. It is the time of reestablishment.
Feel the time
3.Time with an arrow/direction
Human beings have long used reason to try to understand and control the world. In many cases, we succeeded, for example, science. In science, we strive to detach ourselves from the physical world we are in, to watch it as if we are a higher being “objectively” observing, understanding, and defining the world into a finite number of equations. In this framework, time is a reversible parameter in the equation -t = (-)t. It is merely a parameter in an equation to describe a predetermined trajectory of an object.
However, when an almost invisible virus awoken us to the reality that we are not above the world, but just a negligible part of the world to be observed, the only thing we can do is to sit still and let time carry its course. We then realize time is not really a parameter in an equation, but an irreversible vector. It is a silent and relentless directional force driving everything we see and feel. It effortlessly creates asymmetry, irreversibility and mortality, no matter how stubbornly and desperately we yearn for symmetry and immortality.
While the first law of thermodynamics (U = Q-W) gives us a sense of control and certainty, the second law (S ≥ 0) humbles us to acknowledge the unknown beyond just force and mass we used to define our physical world. Entropy (S) also relates to information. I am not sure if entropy relates to the spiritual world, but it does help us feel and comprehend time. Again, it is not a reversible parameter, but a silent and irreversible driving force beyond and behind both the physical and the spiritual world.
4.Time, crowd and uncertainty
When Newton revealed F=M(dV/dT), it gave us a delusive sense of control, or at least it allowed our wishful thinking that we can finally harness force. We no longer have to worry, because every object has a calculable trajectory determined by its position, mass, velocity and force. We assume each object’s current state fully encompasses and explains its past and that each object is independent. With that, large number of interactions among large number of objects over time would increase complexity and appear chaotic and uncertain, hence probabilistic. It seems that time has created this chaos and uncertainty. And probability is just a statistical aggregation of the trajectories of a large number of objects.
However, when we are isolated at home, waiting with anxiety and unsettling emotions, we start to doubt whether the notion of each object being independent is really a valid assumption in our attempt to understand and explain the world. In our yearning for certainty, we have conveniently chosen to accept some assumptions, such as independence among each object, that can help us explain the world. Our desire for certainty is so strong that we start believing it is truth.
But what if probability is a fundamental feature of each object, rather than a result of statistical aggregation? What if the large number of objects is intrinsically intertwined and interrelated? Just like our human society, no matter how independent each individual is, we are intrinsically connected both physically and spiritually. And these connections define who we are and our existence.
Because of these connections, the divide-and-conquer approach is no longer effective to reduce uncertainty. Instead, we see the large number of interactions among individuals over time becoming a force that brings order and certainty to the society. Again, we feel the force and magic of time.
Seize the time
When COVID-19 swept the earth, every organism was confronted with the brutal reality of Mother Nature. Some of us who are relatively young cannot help but to feel grateful and lucky. This is not to say that we see an opportunity to take advantage of during the crisis. In fact, I despise the saying “don’t waste a crisis”. A crisis is a crisis. Nobody can come out as a winner in the midst of a catastrophe. Any wishful thinking to capture the ‘opportunities’ (or exploiting loopholes) to benefit oneself seems foolish in the face of time. It is akin to a presumptuous gambler trying to outsmart time at a casino.
Instead, we feel the urge to work even harder. Because we, more than ever, understand and appreciate how precious youth is. More than ever, we realize that we now have our duty to fulfil. We need to demonstrate that our generation is innovative and different, that in this new world, new species and new creatures are bound to emerge and grow. Mother Nature will flourish and progress, regardless of any individual’s will. Understanding these rules of nature does not make us feel superior, nor does it give us the power to rule and order. On the contrary, it humbles us to admit that we are just part of a natural evolution of the world. One poet captured it all: “As I silently look back, all the sorrows and joy, all the twists and turns, of life, vanished like sands in the desert. And now I know, all I have accomplished, is just a part of life.”[ 我冷眼向已往稍稍回顾,只见它曲折灌溉的悲喜,都消失在一片亘古的荒野。这才知道我的全部努力,不过完成了平凡的生存。]
With this perspective and in this new world, we feel humble and calm. We are tremendously grateful for our precious youth, and we feel the weight of our duty. As a result, we will be more than ever committed to investing in the future, and to be part of the driving force to the new world we are seeing. The journey has only started.
This is our Carpe Diem. This is our C’est La Vie.
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发表于 2020-4-25 18:48:00|来自:中国浙江湖州 | 显示全部楼层
利用人性的弱点赚钱
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发表于 2020-4-25 18:49:07|来自:中国浙江湖州 | 显示全部楼层
假货垃圾货多
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发表于 2020-4-25 18:51:55|来自:中国浙江湖州 | 显示全部楼层
最低端的消息群里,买拼多多
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发表于 2020-4-25 18:53:25|来自:中国浙江湖州 | 显示全部楼层
9.9拥有世界,拼多多的注册用户16亿,特朗普都特码有账户,也是没谁了!假多多,坑多多!
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发表于 2020-4-25 18:54:45|来自:中国浙江湖州 | 显示全部楼层
辣鸡拼多多 就是在转移资产
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发表于 2020-4-25 18:58:30|来自:中国浙江湖州 | 显示全部楼层
活动都是假的,买到了居然不发货,退款!尽干这种骗人的事
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发表于 2020-4-25 18:59:45|来自:中国浙江湖州 | 显示全部楼层
什么5亿多活跃用户?真的想笑!别人帮忙砍一下然后就卸载。我有一天帮朋友砍了两回,就卸载了2次!这就是你所谓的活跃用户?销售业绩把别人退货的也算上?哎!从广告上就可以看出你们公司多坑人了,帮忙砍价更是套路多。表面的数据说的那么好!都是为了股市的钱而已!
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发表于 2020-4-25 19:02:02|来自:中国浙江湖州 | 显示全部楼层
能让这种平台存在这么久,真是奇葩!
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发表于 2020-4-25 19:03:53|来自:中国浙江湖州 | 显示全部楼层
以前觉得不行,现在买买吃喝觉得还不错。衣着类的就算了……
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