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1、That’sgreattobehereafterthreeyears,andlasttimeIspokenatStanfordwasin2009.Ireallyhappytoseesomeofyouagain.Youguysasyoungasthreeyearsago,butthatI’molder,I’vegotalotmoregrayhairthanbefore.EspeciallyintheInternetage,threeyearsisalongtime,alothashapped.Intoday,Isupposetotalkaboutmo
2、bile.Letmetellyousomethingthathappedatthebeginningofthisyearinourcompany,youknow,everycompanydoesaannualplanbudgetingfortheyearlyresultsandwedothattoo,andatthebeginningoftheyear,IhadadebatewithourbittyofengineeringourmobileKPI(KPIstandsforkeyperformindicator).So,heinsistourmob
3、ilerevenueisgrowingtwoandmorepercenttimesortriplefortheyear,andIinsistthat’snotenough.Thewaywetrytoachievethisstatesthat,youknow,forsearch,therevenueisbasicallydecidedbythenumberofqueriesorpagefeel,andthenthecapabilityforyoutomonetizeforeachpageofyouquery,Sothat’scalledCPM,tha
4、tIhadastrongconvectionthatthepagefiledgrowlike150percent,soinordertoachievethetriplerevenuethattheCPMonlyneedtogrowallaround25percent.ButIsaid,25percentisnotenough,whenIhadadisagreementwithmyteammembers,myteammemberswillprevail,orI’dlikethemtrytheirideafirst,soIsaidOK,25percen
5、tforthewholeyear,right,weweresupposetoachievea25percentgrowthinCPMformobilesearch.Threemonthslater,wehaveachievethe25percentgrowings,thatIrealized,OK,finally,theageofmobileInternetarrived.Andithascomealongway,backin2002outthinkinChina,peoplestartedtotalktomeaboutmobileInternet
6、aboutmobilesearch,theyaskme,Robin,whenIweregoingontodoamobilesearch,ortheysaidtome,”youhavetodomobilesearchbecauseChinahasx-hundredmillionsofmobilephoneusers,theXstartedfrom3hundredmillionsgoto4hundredmillions,5hundredmillions,6hundredmillions”.Thenumberofthemobilephonecouldgr
7、owing,butmobileInternetdid’tcomeorcamelaterwhat’stheso-calledspbusiness,serviceproviderbusiness,Ithinkmanyofyouknowwhatitmeans,manyoftheInternetcompaniesworkwiththetelecomcarrierinChinaandbecametheirserviceproviderandsharerevenueformobileservicethistheyprovidetotheirsubscriber
8、s,alotofcompany,actualalmostallthemajorInternetcompaniesinChi
