1、 eFuture There is a Crack in Everything, Thats How the Light Gets in Leonard Cohen Anthem ? 100 SoLoMoMe Social Me Local Mobile Retail 1.0 Retail 2.0 Retail 3.0 5 Retail 1.0 Retail 2.0 Retail 3.0 7-11 8000 100 120 20.5% 90% 10 Costco 10 5 ? “ Story-telling ” - 1. 1.0 2.0 2. AI+X AI , , 3. 590 - 5 90
2、% - 4. 15% EATALY ? 5. Earn Merchandise Customer 2 2 3 1 6. 7. C2C b2C b2b 500 2000 3 MAU 3700 91% App store 100 Flexe 300 100 1000 C2 Priceline b2C 900 2 50 20 2016 3 1800 100 590 1 b2b + 1. 2. 产业路由器 产业路由器：彻底去中介 4个不赚：差价，交易费，通道费，广告费 只做三件事：连接，智能配对，洼地 1.95 178 140 价值洼地： 1，去中介：供应链从长供应链 B2b 到短供应链 b2f 2，
3、众包：共享采购，共享新品开发，共享物流，共享 IT， 共享金融 3，零成本体系：零库存，零租金 4 1000 10 160 5.8 100 77 51 250 1 1000 400 5000 170 31 2 from everything store to everone store CE ARPU 110 4000 2000 5km 29.5 + ARPU=4700 4 3 5-10 SKU 700 2900 2 4 31.6% OFC IT AI 80% 1. 2. 3-10 3. 3-5 AI -2500 OFC -1 7-8 - OFC 2500 4. 5 Farfetch 1. 2. 3. 4. Apple Store 5. Farfetch Farfetch“ ” “ ” Cookies 3.0 2.0 1.0 590 : 5000 2 1.1 90 : 2.1 PSD Poor Smart Dream X X 10 = + +
