readx;?“ With a snap, the projector was completely warmed up, and a PPT was cast onto the projection screen that was temporarily pulled out behind Gu Mojie. Pen? Interesting? Pavilion wWw. ｂiquge。 ｉｎfo

"This subsidiary of Ahri was created almost simultaneously after Ma Feng dug deep into the mobile payment scene this year. Rookie Logistics - the name should be familiar to everyone, right? ”

Everyone nodded their heads, indicating that they had heard of it.

It's all in the circle, if you don't know this, don't mix.

But what achievements did rookie logistics have this year, and what exactly did they do, they are not people inside Ahri, maybe they really don't know. Even within Ahri, the business department that is a little farther away can't say anything about the R&D direction of rookie logistics.

"Brother, tell me what rookie logistics does." Gu Mojie picked up the signature pen in his hand and pointed at Zhou Lixin.

Zhou Lixin cleared his throat and did not stand up, explaining: "As far as I know, the main direction of rookie logistics is to provide Tmall's logistics big data management/early warning system, but there are greater ambitions behind the scenes-including spending money to seconded some core engineers under President Yan from our company's artificial intelligence research institute in the middle of the year to engage in the learning algorithm architecture of artificial intelligence logistics robots." ”

Lei Jun's expression was solemn: "Logistics robot? ”

Zhou Lixin explained: "Isn't Hatsune Intelligent working on a driverless car project? Regardless of Hatsune or Google, in addition to the external sensor layout technology, the underlying core of such projects is deep learning, machine learning, and map terrain adaptation.

Logistics and distribution robots, in fact, are similar to unmanned vehicles in terms of self-pathfinding and walking. It's nothing more than adding a function of scanning the code to verify the delivery of the goods at the top level - this is actually very low in technical difficulty and easy to implement. At present, Cainiao Logistics has solved this problem by scanning the code of Alipay on the mobile phone and popping up the container by the logistics robot. However, because the size of the storage drawer of the logistics robot is relatively standardized, it is estimated that it can only be implemented on Tmall's self-operated goods within three years, and other third-party shipments of Taobao cannot be unified for the time being because the seller's packaging size is not standard.

Moreover, compared with unmanned vehicles, logistics and distribution robots have a relatively close distance to cover, and the travel radius of a shipment will not exceed 3 kilometers, so the battery life requirements are much lower. Logistics robots move much slower than cars, and there will be no 'car accidents' if they are bumped slightly, so there is no potential safety hazard of personal injury, and the probability of being controlled by traffic laws and regulations in the future is also lower than that of unmanned cars, and it is entirely possible to put into the commercial market earlier than driverless vehicles. ”

Zhou Lixin's words really made most people refreshed.

Hatsune and Porsche's smart car will be launched in 2013, and now some workshops of the automobile factory in the Jiangdong Industrial Park have been verified for trial production and R&D testing. However, the smart car launched in 2013 has not been able to achieve complete unmanned driving, and it is still only "assisted driving with a driver on duty".

According to Zhou Lixin's analysis, the commercial progress of logistics robots in the future may really exceed that of unmanned vehicles.

Gu Mojie waited for everyone to talk about it all before he spoke to endorse his cousin's argument: "Okay, don't be surprised, the full arrival of the era of artificial intelligence is much faster than most of us expected." Google is ready to completely eliminate human pharmacists in Los Angeles and San Francisco with medicine robots within three years, what happened to us Chinese just using it to deliver a product?

In the field of logistics, in addition to the distribution robot project named "Little G Robot" by Cainiao Logistics, many other companies are engaged in drone delivery. In fact, drones are easier to solve than unmanned vehicles, because there is no interaction problem of 'car accidents' and wayfinding, and the plane flies casually. It's nothing more than that drones can only deliver documents at present, which is more convenient, and it is not cost-effective to buy goods online with large weights. ”

There is no doubt that the technical content of UAVs is lower than that of unmanned vehicles - because UAVs almost do not have the problem of collisions between humans and machines, and their closed-loop control feedback is much simpler.

Only an outright layman would come to the opposite conclusion based on the crude perception that "because airplanes are more technical than cars, drones are also more technical than unmanned vehicles".

Of course, if the number of drones is as large as flies, there is a serious threat of collision, and "drone traffic regulations" need to be considered, then the technical content of drones will be high, at least not inferior to unmanned vehicles.

Gu Mojie's final conclusion on the coffin was not questioned by anyone.

Everyone is a smart person, and some of the window paper is dotted through, and it suddenly opens up.

"Ma Feng and I estimated when we were drinking that if 5%~10% of China's retail sales are completed through e-commerce in the future, the number of couriers may swell to 3 million in the short term. But further down, even if the e-commerce amount reaches 30% or even 40%, the courier will not reach the level of 10 million.

After reaching the range of 10,000 in a short period of time, it will be quickly re-released due to the emergence of unmanned delivery technology, and the final number of Chinese couriers may fall below 1 million again. At the peak, 80% of new couriers will be unemployed. Then some people move into other adjacent industries, such as entering individual categories that are not suitable for robot delivery in ten years, and become takeaway delivery workers and fresh food delivery workers. ”

When everyone heard this, they were all embarrassed.

The birds are all hidden, and the rabbits are dead and the dogs are cooked. Those who shout that Ma Feng's father has found a job, a considerable part of them are uncompetitive straw bales, which will eventually be wiped out again and become cannon fodder.

But isn't that the beauty of technology?

This is the real blood.

"Therefore, the total volume of bulk logistics in the previous period will shrink significantly in five years due to the return of labor-intensive manufacturing to developed countries. The final distribution logistics will also be eliminated by the artificial intelligence wayfinding delivery robot to eliminate seventy or eighty percent of the manual workload - and to do traditional e-commerce, these things are unavoidable.

In the future, with the upgrading of consumption, personalized e-commerce and e-commerce of customized products are the hope of a company like ours known for its open-source design platform, rather than a 'traditional industry' that cannot be done in a few years by lying in the mud and grabbing Ma Feng. This one, just let them continue to do it, we only do business that has not yet been done by humans! ”

Within a few years of building a new system, this thing is outdated, so what is a fart?

If this thing doesn't live long, but no one does it, then you have to do it. The problem is that Ma Feng and Liu Qiangdong have already done a very mature job in this regard.

Logistics construction is one aspect, supplier management is also one aspect, but many of the problems faced by the two have been figured out - waiting for Hatsune to enter the market, everything is detailed to establish the system, and a large part of the business management model has expired.

Ye Weilun, as the COO, was still quite sorry that these money-making opportunities were let go, and finally tried to struggle: "Then you can't give up completely, right?" As I said just now, Ahri's rookie logistics is a delivery robot, and the wayfinding algorithm and avoidance algorithm still need deep learning, and we need to borrow our technical research and development strength, why can't we do a good job in specializing in this? At least in the future, there will be several times the profits of SF Express. ”

"Because it's too cumbersome. What's more, Ma Feng asked our Artificial Intelligence Research Institute to ask for talents for algorithm construction in this area, and it was not in vain. He chose to allow us to participate in and share rookie logistics, and share the money together in the future.

We invested hundreds of millions, plus R&D support for artificial intelligence throughout the process, accounting for 20% of the shares of Cainiao Logistics. In the future, production, operation, sales and maintenance will belong to them, and we will share two percent of the profits after technical support, which is about the same. ”

As soon as Ye Weilun heard that as long as the technical support was supported, he would lie down and divide it into two, and immediately did not object. The real economy stuff, after all, is very annoying.

Gu Mojie finally summed up loudly:

"Therefore, coming to this point, after beating Ma Hua Teng, it is actually a very good opportunity for Hatsune to transform - before this moment, we have been personally involved in the field, and we have tried our best to expand the depth of our industrial chain and supply chain, from the upstream to the downstream.

At the first sight, we need to push each other with hardware, so we will make the original mobile phone, the system needs to push each other with the content distribution and push platform, we will be the mobile phone assistant, and the games, music, film and television needs to push each other with the payment system, and we will acquire Steam and self-operated wallets.

But what about the future? Can we just get involved in e-commerce and do logistics supply management again? Meddle in the search and establish the traditional B-end phone sweeping sales department? Meddle in all mobile payment scenarios, and put food delivery platforms, taxi platforms, and fresh food platforms ...... Do it all?

This is impossible, and it is bound to fail.

What we have to do is just based on the current platform, based on our judgment in deep algorithms, artificial intelligence, and content...... All this we have an absolute technical advantage of the longboard, to bring them into play.

Then the shortcomings that we have not touched are handed over to professionals in the field to start a business - not they work for us and start a business for us; Rather, Hatsune provides those people with 'Internet+' tools to help them start their own businesses.

Therefore, as long as we do not touch our core advantages and do not compete with us in core technology, we are not considered to be opponents that we must focus on. And those who compete with us in the subdivided application of deep algorithms and the accumulation of cloud big data are our endless competitors. ”

Gu Mojie did not specify who is "the unending competitor of the Hatsune Group". In some cases, it is enough to outline and lead to this part. For the rest, the following people need to do more homework and figure out what the company's core technical advantages are. Otherwise, directly reporting the answer is just rote memorization of a conclusion.

He set the tone for the future development model and then announced the adjournment of the meeting. (To be continued.) )