Philipp Gerbert

Alibaba Innovation Ventures

201610

Alibaba Innovation Ventures

Alibaba Innovation Ventures

1 ........................................................................................................................................4
2 .......6
2.1 ....................................................................................................................................................6
2.2 ..............................................................................................................................................7
2.3 ...................................................................................................................................................8
2.4 ....................................................................................................................................9

3 ............... 13
4 .16
4.1 ...................................................................................................................................................... 16
4.2 .................................................................................................. 17

5 .... 21
5.1 ................................................................................... 21
5.2 ............................................................................. 21

Alibaba Innovation Ventures

204
AI
DARPA

2017 120150

Alibaba Innovation Ventures

//

Alibaba Innovation Ventures

3-5

Alibaba Innovation Ventures

2
110

5101
91%

0.67%50

2.1

2050

//

Alibaba Innovation Ventures

//

//

ETET

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Alibaba Innovation Ventures

ET

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201514

94%

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+

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Alibaba Innovation Ventures

80%

2015

70%
80%
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2.4

Alibaba Innovation Ventures

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10

Alibaba Innovation Ventures

286

AI

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11

Alibaba Innovation Ventures

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12

Alibaba Innovation Ventures

3-5

13

Alibaba Innovation Ventures

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14

Alibaba Innovation Ventures

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15

Alibaba Innovation Ventures

4
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3
16

Alibaba Innovation Ventures

(3-5)

app store

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17

Alibaba Innovation Ventures

&

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18

Alibaba Innovation Ventures

FacebookIBM
Facebook
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2011-2014Face++
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19

Alibaba Innovation Ventures

20

Alibaba Innovation Ventures

5
5.1

360

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11

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21

Alibaba Innovation Ventures

22

Alibaba Innovation Ventures

Francois Candelon |

| ben.tf@alibaba-inc.com

| haixia.rhx@alibaba-inc.com
Philipp Gerbert | gerbert.philipp@bcg.com

| li.shu@bcg.com

| wu.danielc@bcg.com
| mo.selina@bcg.com
| dong.amanda@bcg.com
Alibaba Innovation Ventures aivc@alibaba-inc.com

23

Alibaba Innovation Ventures

www.aliyun.com2009
200
230
DT

2016
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50
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Alibaba-Cloud

24

Alibaba Innovation Ventures

BCG
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196348
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www.bcg.com.cngreaterchina.mkt@bcg.com
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25

Alibaba Innovation Ventures

Alibaba Innovation Ventures (AIV)

AIV
AIV
,
AIV
/
: aivc@alibaba-inc.com

26

Alibaba Innovation Ventures

//Alibaba Innovation Ventures 2016

10/2016
27

Alibaba Innovation Ventures

Alibaba Innovation Ventures