Alibaba Cloud Tokens Sell 2 Trillion in Half an Hour in Li Jiaqi's Livestream
Alibaba Cloud Tokens went on sale in Li Jiaqi's Double 11 livestream, selling 100,000 units and a cumulative 2 trillion Tokens in half an hour, with Alibaba's 1992-born Vice President Chen Yusen personally appearing on stage. The author believes this marks computing power being packaged as a mass consumer product, and that Token monetization may become a new direction for large model commercialization.
Topics
View original postEnglish text is being prepared.
View original
阿里这套商业算盘的阳谋真的牛逼啊， 李佳琦在双11直播间开卖阿里云 Token 且 30 万份当晚售罄，可以说是 AI 算力彻底走向大众消费品的转折时刻了。 阿里最年轻92年副总裁陈宇森亲自站台，把原本属于程序员的黑话，直接做成了人人都能买的水电煤。 它不是程序员在控制台绑信用卡充值，也不是大厂采购部门按年签署的云服务框架协议。 让阿里最年轻的 92 年副总裁陈宇森带着千问办公亲自下场，把过去藏在开发者后台的算力单元，直接打包成李佳琦同款小黄车链接，瞬间抢空了 30 万份。 以前聊起 Token，普通消费者眼里全是看天书般的茫然： 那是写代码的、搞算法的人天天念叨的生涩参数； 大家写个 PPT、查个资料、生成几张图，只知道软件卡不卡、按月付多少订阅费，根本没人搞得懂每次回车背后到底在消耗什么。 高高在上的技术黑话，把大众和底层算力隔得比马里亚纳海沟还远。 今晚这场带货直接把这层伪装撕得干干净净。 李佳琦喊出那声买它的时候，Token 第一次被赤裸裸地当成了数字时代的水电煤。 就像几十年前老百姓第一次买电表、买煤气卡一样，算力不再是一个玄学的科技概念，而是你打出的每一个字、生成的每一行报表，都在按字按量真实扣费的家庭日用品。 最狠的是阿里这套商业算盘背后的阳谋。 过去算力卖给企业，账期长、议价狠，还要拼命伺候大客户定制； 现在直接把它推给几千万普通家庭主妇和打工人，让老百姓在日常办公里建立起为单次调用买单的心智习惯。 这里有一个极度冷酷的反直觉真相： 当算力需要大主播下场叫卖，说明大模型的技术神话已经正式落幕了。 未来的竞争， 不再是比谁的模型参数多几百亿，而是看谁能把算力成本打成白菜价，直接塞进千家万户的菜篮子里。 商业世界的终局从来没有诗意。 当年互联网是怎么用柴米油盐洗劫线下的， 今天的 AI 算力，就在用一模一样的姿势，重新下沉收割每一个普通人的日常。
Body · AI translation
Alibaba's 1992-born Vice President Chen Yusen really has something going for him—the open stratagem he pulled in Li Jiaqi's livestream was truly impressive, giving off a bit of the high-spirited flair Jiang Fan had back in the day. In half an hour, 2 trillion Tokens were sold like crazy, turning computing power directly into a hard currency that everyone is scrambling for in the digital age. I really didn't expect Li Jiaqi's sales power for selling Tokens to be this terrifyingly strong—do all the girls and sisters really need it? 🤔
Also, 100,000 units sold in half an hour and a cumulative 2 trillion Tokens swept up—this set of data also proves a fact from the side: Token monetization is now the general trend.
When programmers' invocation units are turned into a national-level standardized product, that means the entire underlying commercialization of large models has completely changed.
Alibaba has seized the initiative for digital pricing power over the next decade. Next, it's all about seeing who can get ordinary people to accept pay-per-use billing first—whoever does gets the digital money printer.