More than two years have passed in a flash. Pen Fun Pavilion wWw. ｂiquge。 ｉｎfo

To be precise, it has been 27 months since Gu Cheng asked Li Ying to mediate the EDGE network of Huang Huaxia Mobile.

The wheel of history seemed to have been crushed to the end of March 2008.

Compared with the industrial decision-making of a country with a population of more than one billion, Gu Cheng's strength is still a little insufficient, so in the end, he failed to completely kill EDGE, a project that costs people and money and has no possibility of commercial returns.

It took Li Ying several months to start the layout at the end of 2005. By the middle of 06, I had to even "expose Chief Engineer Su's mistress and main bribery suppliers with various network channel incidents, and send Chief Engineer Su to Yancheng to eat in prison", and finally only achieved "restricting EDGE to the pilot of three first-tier cities in Beijing, Shanghai and Shenzhen", and compressed the wasteful investment of the EDGE project from 40 billion yuan in history to 5 billion yuan.

Then, when Huaxia Mobile itself was taught to be a person by the market, it had to accept the fact that "even in the richest cities in Beijing, Shanghai and Shenzhen, and the cities with the most dense mobile user population, no one in EDGE bought it and couldn't recover the capital", and finally counterattacked and purged a group of information industry and mobile technology technocrats of the Su Chief Engineer Department, and took the blame for the 5 billion losses. And in 2007, he began to devote himself wholeheartedly to the layout of catching up with TD's progress.

Of course, Gu Cheng does not have the ability to make TD-SCDMA's technology advance by leaps and bounds, so it is obviously unscientific to make TD in 06. He could only beat on the side to help Mobile optimize the allocation of resources, and the final result was that TD officially matured in the second half of 2007 (at least it was recognized as mature by the successor of Chief Engineer Su of the Frightened Bird).

August 31, 2007, was a historic day. The National Development and Reform Commission, the Ministry of Information Industry and the Commission of Science, Technology and Industry jointly issued a document to officially issue 3G licenses to the three major operators of China Mobile, China Unicom and Telecom.

China Telecom acquired the CDMA service inherited from China Unicom and continues to develop EVDO along this technical route. China Unicom was allowed to import technology from Fuso and other countries to engage in WCDMA.

These two companies are very fast, especially from 2.5G to 3G can make a smooth transition to telecommunications, because they were not qualified to get involved in the field of mobile communications before, and they started "Tianyi" to call it a rapid, throwing money and burning crazy discounts, and making "Tianyi" impressive in just a few months.

Unicom is slightly slower than Telecom, after all, WCDMA needs to rebuild the network, start from scratch to plan the construction of base stations, towers, so it was not until the beginning of 08 years that the trial operation began.

Mobile is the worst, in fact, at that moment, TD is still in a relatively bad state, so it is estimated that by the middle of 08 years may not be able to really let users use it (although in another time and space, even if it is delayed to December 31, 2008 to issue a license, TD is still a defect, and later history proves that the network business of mobile in the 3G era is not competitive, even if it is launched, not many people buy. ）

But in any case, by March 2008, it had been half a year since the first 3G package was sold in the land of China. Regardless of the network coverage and the good enough signal, at least the most important step has been taken.

An era of explosive development of mobile Internet is coming.

……

27 months, white clouds and dogs, enough for a lot of things to happen.

In addition to mobile communications and network infrastructure, in the past two years, the media landscape in China has also undergone a drastic reshuffle.

The media world is a place where the Matthew effect is very obvious, especially after the formation of social stickiness and the path dependence of consultation acquisition, the strongest head provider can lie there and grow naturally like a snowball. As long as you don't make big mistakes and don't be overtaken by cross-circle competitors, the pattern of the strong getting stronger and the weaker getting weaker is almost inevitable.

At the end of 05, the number of netizens in China was about 170 million (at that time, the number of users of YY had exceeded the number of netizens by more than 10%, because some people who just needed to get on YY/Alipay when they sent red envelopes during the New Year were not considered netizens in the national statistics. ）

By the end of 06, this number swelled to 230 million, at the end of 07 to 310 million, and now at the end of March 2008, it has jumped to an astonishing 340 million - in the first quarter of 08, the number of Internet users in the country has increased by 30 million exaggerated speed.

No one doubts that reaching 400 million Internet users by the end of '08 is a completely achievable goal.

The reason why the scale of netizens has jumped since the fourth quarter of 07 is not unrelated to the official entry of China into the 3G era.

A variety of pre-installed Internet software copycat mobile phones bombarded the domestic mobile phone user crowd like an indiscriminate bombardment, and China Telecom, Unicom and other operators rushed to this wave of 3G tide to implement the "buy a package and get a mobile phone" activity, but also contributed to the surge of mobile Internet users.

(NOTE: IPHONE HAS NOT YET ENTERED THE COUNTRY, ONLY SOLD IN MI, CURRENTLY ONLY THE FIRST GENERATION OF IPHONE, ONLY ON THE MARKET FOR MORE THAN HALF A YEAR, THE MARKET RESPONSE IS NOT GOOD.) ）

In 27 months, from 170 million to 340 million, the number of domestic Internet users has just doubled.

The number of effective users of YY has also swelled from 197 million at the end of 05 to 400 million, which is 60 million more than the number of domestic netizens (the extra 60 million are usually not chatting, borrowing other people's computers/mobile phones to send red envelopes/grab red envelopes during the New Year). The number of monthly active users is 270 million, the daily active users are 206 million, and the number of people online is 80 million at the same time.

With 240 million monthly active users and 58 million overseas monthly active users, Renren has occupied almost the entire SNS community market in East and Southeast Asia. The number of monthly active users of YY is 137 million, and the monthly active users of YY international version (chat software) are 81 million.

Alipay's total number of domestic users (including only coin purses and no bank cards) is 310 million, card-bound users: 220 million, and monthly active users are 137 million.

All these data are the effect of Gu Cheng's own snowball, and it also has the credit of his hard work. It is also the result of Huang Yi's Ding Sanshi and Ahri's Ma Feng helping him cross-promote.

In the past two years, Ahri's e-commerce GMP scale has expanded by five or six times, and the growth trend is very rapid.

Huang Yi's content industry is also in full swing, with a lot of good audio, video, film and television, games, animation, etc., and also cooperates with YY Electronics' Kindle platform.

And the products of these companies must rely on Alipay, which is jointly owned by multiple parties and has common interests, to provide cash, and Alipay's growth rate is naturally extraordinary, which makes all international observers dumbfounded.

On the opposite side of Gu Cheng, theoretically, his competitors should naturally be defeated because of the Matthew effect of "the stronger the stronger". In practice, however, there are some exceptions.

For example, Ma Teng's Tengyun Company.

Tengyun's flagship product, QQ, had only 130 million effective users at the end of 2005. And it has lost the status of "national-level communication application", it is said that it will only be YY to widen the gap ratio, YY rises three or four users QQ may not be able to rise by 1. According to the estimation of industry insiders, it would be good if the user scale of QQ could rise to 1.6~170 million at the beginning of 2008.

However, because during this period, Huaxia Mobile more or less recovered from the fall of Chief Engineer Su and the series of technocrats who supported EGDE, and found that that the matter was not only pushed by Wu Ying, but also the shadow of Gu Cheng behind it.

Therefore, Huaxia Mobile supported QQ at the beginning of 07 years, and gave Tengyun Company a huge discount, and launched a cooperation package such as "QQ can send text messages to mobile phones for free, and QQ chat traffic fees are reduced separately".

This period of subsidy was once the most dangerous moment for YY.

Because of the huge amount of drainage of mobile companies, QQ has gained an additional 3000~40 million new users in just half a year - all of them are budget-conscious new netizens who want to save a few dollars on text messages.

Fortunately, the old problems of slow response and bloated decision-making of state-owned enterprises have been incurable for a lifetime.

Originally, if the mobile company could have made a quick decision, and in 06 found out that Gu Cheng was chasing the wind and shadows against Mobile, he immediately took action, tore his face with YY and immediately cooperated with QQ, then QQ might be able to earn another 30 or 40 million users.

It's a pity that the reaction to move is as slow as the dinosaurs, and the project team responsible for "Feixin" at the beginning has been slow to recognize the situation, and the internal friction of other internal decision-making forces has been delayed, and it was not until 07 years after the two meetings that the decision to cooperate with Tengyun was made.

After only half a year of implementation, because the 3G license came down, the mobile was shaken, and I began to doubt this strategy of "killing a thousand enemies and losing eight hundred", purely burning money to block the opponent but not making my own money.

After all, the strategy of "burning money to grab market share, rather than losing money than killing competitors first" is only possible for companies that have taken venture capital and burned investors' money.

State-owned enterprises are responsible for state-owned assets, and the scale of this kind of "gambling on life" is naturally much smaller, even if the managers want to do it, there will be constraints from the State-owned Assets Supervision and Administration Commission.

What's more, when China Mobile cooperates with QQ strategically, Unicom and Telecom are not stupid, and they will also attract YY strategic cooperation and come up with preferential measures such as "Tianyi Package YY Chat Free Traffic Fee". Therefore, the additional resistance faced by YY during that period cannot be simply equated with the strength of a Huaxia Mobile, but the strength of "Huaxia Mobile after subtracting Huaxia Telecom and Huaxia Unicom".

Mobile is not stupid, found that this kind of money burning is actually in the strategic alliance with China Telecom Unicom after the burn, they immediately retreated, after the 3G license came down, this grievance also died down, and ended without a problem.

But in any case, because of this wave of mobile assists, QQ, which should have only 1.6~170 million users in March 2008, forcibly pulled over the line of 200 million users, so that it is still maintained at a scale equivalent to half of YY's volume, and is barely qualified to be YY's "laggard opponent" for another year or two. (Although it cannot pose a threat to YY, it is at least qualified to drag its feet)

However, in addition to Tengyun and QQ, Gu Cheng's competitors in other fields are not so good.

Even if you only look at the inside of Tengyun, there is only one fist product like QQ that has really maintained the gap in the past two years. In other directions, Tengyun has been thrown farther and farther away by YY network technology.

In particular, Sun Zhengyi's "Tengyunyun" and "Tengyun Artificial Intelligence", which invested in Tengyun's convertible bonds and investments, are currently in a very embarrassing situation. The money continued to burn, but the results were not satisfactory.

After more than two years of hard work, Gu Cheng's cloud computing, big data processing capabilities and preferring push-based artificial intelligence are approaching the harvest season.