Chapter 70: The True Enemy
Zuckerberg and Ma Feng are the most ruthless characters this year except for Gu Mojie. Pen | fun | pavilion www. biquge。 info
Boss Li of Du's mother's house, Google's Larry Page, and even Microsoft's old man Bill Gates are also not idle.
Boss Li seems to have missed the opportunity to pay attention to mobile Internet for the first time.
Du Niang's industrial model, focus on search and focus on revenue from the B side, it seems that it is not very suitable for the transformation to the mobile terminal, this is a natural weakness of Du Niang - people who do business, or are used to sitting in front of the computer to do business, and no one will hold a mobile phone to poke and poke on the screen to do business.
Boss Li missed this ticket, and simply focused all his energy on another angle where he had an advantage - artificial intelligence assistant.
In 2011, Boss Li announced the commercial operation prospect of "Baidu Brain" in a high-profile manner, saying that this thing will be available next year.
At the same time, after the industry pioneer Hatsune launched the "First Secretary" and Apple launched Siri, Du Niangjia also said that after more than a year of catch-up research and development, it would launch the "Degree Secret" in early 2012.
Google has announced that it will launch "google-now" in early 2012.
Even Microsoft's Bill Gates came to join in the fun, saying that he would launch an artificial intelligence assistant called "Xiaoice Robot". However, Microsoft did not dare to announce a specific month, and according to senior industry analysts, it is generally believed that Microsoft will not be able to complete their products until at least the third quarter.
In the field of artificial intelligence assistants, after a pioneer finds a way to come up with a usable product, it will take about 18 months for the follow-up giant to copycat - provided that the follow-up itself has sufficient search/Q&A big data, such as Baidu and Google, which are already in the search and know business.
Without such resources, the development schedule would be increased by at least half a year.
This is the case with Microsoft, whose software and algorithms can catch up, but data accumulation cannot.
Coupled with the previous Hatsune Fuji Xun Apple and FB Ahri, the general trend of the world is almost a situation of melee in all directions.
Hatsune's imaginary enemies are becoming more and more chaotic, and anyone can be hostile, and anyone can be united.
……
"Applejack, the people are here soon, let's get started, the materials are here."
Feliro leaned into Gu Mojie's ear and interrupted his musings with a whisper.
Gu Mojie came back to his senses, nodded and smiled: "Why don't you let Sister Xiaoru or others prepare materials, do you still need to be busy with such a trivial matter?" ”
Soon, seven or eight senior executives of the group came, and sat down at the round table, regardless of whether they were high or low.
It was supposed to be just a weekly meeting.
But Gu Mojie came back from South Korea last weekend, announcing that the instant messaging field war with Fuji Xun had passed the Gao Dynasty, and Ma Feng's Double 11 Chopping Festival was very eye-catching, so such a regular meeting evolved into a strategic meeting.
"Everyone is in good spirits, and it seems that the situation of the group is very good." Gu Mojie knows when to encourage and when to pour cold water.
The sense of crisis cannot be lost, and Internet companies are forever only 18 months away from bankruptcy. But we can't always emphasize the crisis and break the nerves of our subordinates.
"With such a big success, Ajie, you should send a red envelope. Ma Feng has been giving out red envelopes lately, and the more he is doing it, the more he is interested. ”
This is said by Lei Jun, who has recently sold refurbished machines, and sells refurbished machines for promotion, which is nothing more than a subsidy to reduce profits and costs, and his mind is full of red envelopes, and he will bring it out as soon as he opens his mouth.
"Cheng, the red envelope must be issued, such a big thing, everyone here increased their holdings of 10,000 shares of the group." Gu Mojie smiled and teased, enlivening the atmosphere. Anyway, it's a red envelope, you can't get too big, it's still okay to spend a few million dollars to send a red envelope at a time, and if you have more, it's not called a red envelope.
After casually saying the red envelope, Gu Mojie changed his words: "Listen to Lao Lei, do you think we don't have to worry about the alliance relationship with Ma Feng next year?" After Ma Huateng fell, we can also fully exert our strength in the mobile payment market? ”
As he spoke, he swept around the crowd with his eyes, and his expression was always smiling, so that everyone couldn't see through his mind.
He didn't want his inclinations to interfere with the intentions of others.
"Probably not so fast, right? Ma Huateng is so close to 500 million registrations are placed there, even if the whip corpse has to be whipped for another year, it is good to be completely dead, and if they rashly make enemies, maybe they will unite and resurrect. ”
This is the argument of CFO Gu Yongjun, whose capital experience makes him more believe in the power of money union, as long as the other party adds up to more money than his side, there will be a potential competitive disadvantage.
Ye Weilun's attitude has always been relatively conservative and steady, and after listening to the previous speech, he said thoughtfully: "The strength of business depends not only on money, but also on money. If we want to speed up the pace of development next year, it is not impossible to disregard diplomacy a little. We can divide the priority, the high-voltage line. For example, I think it's okay to grab a mobile payment with Ma Feng, as for whether Ma Feng will turn his face with us because of this, we can only say that we can express our kindness as much as possible, if he doesn't listen, there is no way.
However, there are some enemies that must not be planted, such as China Mobile and China Telecom. This year, Teng Xun used the trick of the joint operator to reduce the WeChat tariff, in fact, the killing potential is quite large, but Teng Xun's face is not big enough, and the state-owned enterprises are indecisive, and only pull one Unicom that we have the deepest hatred for, so it didn't work.
With the current situation, we must continue to endure and maintain the current trend for at least two years. ”
The rest of the people also said something, and Gu Mojie also named Zhou Lixin, the director of the wallet, Fu Sheng, who did pushing and browsing apps, and Zou Sheng, who did cloud computing, and their statements were similar, nothing new.
After all, Zhou Lixin came out of Alipay, and he knows the importance of the rapid expansion of Hatsune's wallet, but he is also a little hesitant to fight the consumption subsidy war with Alipay directly and low-tech.
Fighting with former allies in a zero-sum game that burns money on each other is really hurtful.
"It seems that everyone thinks that the company will still have to go to war with Ahri in the long run - the reason why it can't go to war next year or the year after is simply because the time is not ripe, right?"
Gu Mojie summed up everyone's speeches, and to be honest, this attitude and judgment made him not very satisfied.
"Then do you think, do we still want to do e-commerce in the future? I mean, comprehensive e-commerce is not the small and refined customization that we are selling now, and the virtual cultural products we sell. ”
"E-commerce...... It's always a matter of course, after all, that's the biggest monetization channel for Internet traffic. From the perspective of capital arbitrage, Gu Yong has always adhered to this point of view.
Gu Mojie stood up, took his coffee and turned to look at the scenery outside the glass curtain wall behind him, feeling that his subordinates still hadn't kept up with his train of thought.
"Then tell me, are we going to go to war with Baidu in the future? Since Ahri's e-commerce do you think you should grab it, should Baidu's search be robbed? Now Boss Li's company will have nearly 70 billion US dollars, which is not much lower than Teng Xun's more than 100 million. Ahri hasn't been listed yet, and the market value on the surface is not as good as Baidu. ”
The boss's question made everyone stunned. But after more than ten seconds, when everyone spoke, their opinions were surprisingly unanimous.
Baidu ...... There's still no need for an all-out war. If there is overlapping business, healthy competition is enough, and as for the search field, there is no need or way to use subsidies and other methods to grab it. ”
"I also think Lao Lei is right!"
"Brother Jun is right!"
Gu Mojie's expression finally relaxed: "Is it because Boss Li is more handsome than Ma Feng, and everyone has a good impression of him?" ”
"Poof~" A group of bigwigs couldn't help but be amused by Gu Mojie's words,
"How can it! Searching for this thing is not a future outlet. Let's do question-and-answer artificial intelligence and do first secretaries these days, and there will definitely be fewer and fewer regular searches in the future, and there will definitely be more and more fuzzy searches that are conversational and close to human conversations. Let's focus on doing a good job of the first secret, and make sure that the cover is too secret.
It is impossible to increase the number of users who also type and search on Baidu's homepage, it is nothing more than the post-80s and post-90s, and when these people are getting older, the new generation will not use this search method. Let's go to the trouble of grabbing a smaller and smaller market, isn't it worth it? ”
After Gu Mojie waited for them to discuss the above conclusions, he coldly popped up a question: "Do you think the total search market will decline in the future, and e-commerce will not?" ”
Everyone was stunned: "E-commerce will also be outdated?" That's too far away. So far this year, e-commerce has accounted for 3% of national retail sales! In a few more years, it will be 5%~10%. ”
"Then the search will not be outdated - if the artificial intelligence Q&A is also summarized as search, the total number of searches will still skyrocket a lot every year, and the decline is just the traditional and low-level mode of search of 'opening Baidu's homepage and typing keywords'."
Gu Mojie's imaginative guidance immediately made his subordinates let go of their minds.
Lei Jun was the first to react: "You mean, the 'traditional e-commerce of the Taobao model' may only have a few years of development?" And then there will be a new form of e-commerce? ”
Gu Mojie: "You can learn from it, but it's not exactly the same. First of all, e-commerce will definitely grow explosively in the next 5 years at least no matter what the model, after all, the base is too low now, only 3% of the national retail, and physical stores are still rented out. But in the long run, there is no need for the Taobao model of e-commerce to enter the market now to grab a head and break the bloodstream, which is not cost-effective. ”
Everyone in the audience asked in unison, "What do you think of the new model?" ”
"Before answering, let's think about what is the current model of the part of e-commerce that we are involved in Hatsune, and what is the difference between it and Ma Feng." Gu Mojie did not answer positively.
This question was quickly answered: "The e-commerce involved in Hatsune does not do mass sales, but only focuses on high-quality products, customization, virtual items and even cultural and creative peripherals." Therefore, Hatsune is very short in terms of supplier management and logistics management, or it can be said that there is almost no - that is, there is a lack of B-end management. ”
"Therefore, if in the future, this e-commerce model that requires complex bulk logistics and supplier management will decline as a whole, why do we still want to enter the market now, fight against the mature horse wind, and fight in the mud pit to make such an unseemly little money? Why don't you just give this kind of business to Lao Ma, just like handing over the traditional keyword search market to Boss Li to continue to cultivate, let's do their upgraded form. ”
In this world, only monopoly money is the best to earn, the most decent, and the most glorious. In a field where there are no technical barriers, Gu Mojie disdains to earn the hard money of hand-to-hand combat with people.
Ma Huateng must be killed, that is just because the viral spread of social products is too domineering, and the flood of social networking is easy to erase the individualization of individual needs, and it is easy to form the illusion of preference coercion, which is not conducive to the construction of artificial intelligence that all human beings prefer to push - this is a later story, and it is too complicated to explain the reasons in detail, at least 100,000 words.
E-commerce and search are hierarchical markets, low-end places, and leave them to Ma Feng and Boss Li to work deeply, so what?
"That'...... What are the upgrade forms you are talking about? Everyone is looking forward to it, hoping that Gu Mojie will tell a reliable story, and don't make any fuss. (To be continued.) )