Electric dealers, search, social and gaming, and basically nobody can hack into each other's field

About 2 years ago, I went to Alibaba research, a manager told me that now Ali, Baidu, Tencent to do their own, electricity, search, social and games, basically who can not invade the other side of the field. This equilibrium state at that time let Ali satisfied, they found that the electricity quotient has the bigger development space. By 2013, at Ali High level, it seems that China's Internet is a three-point world pattern has been set, Ali dominates the electricity business, internet finance and rookie logistics has been properly laid out. Someone inside told me that Ali many young people look forward to the listing into tens of millions or billionaires, some people want to "sleep five years", Ma Yun also high-profile "retirement."

But Ali may not even have a nap. A senior Ali told me that in the second half of 2013, BAT (Baidu, Ali, Tencent abbreviation) pattern evolved into a more chaotic state, the original Ali for the next 3-5 years are more clear, and now is not clear. Micro-letter led to the change in the pattern, the Internet is moving rapidly to the mobile interconnection, micro-letter has been from the time and flow of the entrance into a "black hole", and finally evolved into the electricity quotient, payment and other key benefits of Ali's core interests challenge.

And the rules of the game are changing. If the Internet is still competing for traffic and access, then the mobile Internet is competing for the scene. Six months ago, can you imagine Ali and Tencent will fight for the taxi service? Who can imagine the Chinese New Year people are using micro-letter red envelopes-Alipay has been said to eliminate cash, but the micro-letter in a most need of cash in the scene to preempt the elimination of cash.

The challenge of micro-letters is subversive. Ma said that only the mobile Internet is the real Internet. Ali built the double 11 scene, is the peak, but the micro-letter may be in the establishment of a completely different scene, a decentralized real-time, flowing and endless consumption scene, to dissolving double 11 sets of waiting, Biching scene.

Scenarios are different from platform, portal, and traffic concepts. Mobile phones, and the emergence of wearable equipment, so that people's networking behavior is becoming ubiquitous, there is no time. As long as people's possible behavior, it may be related to mobile interconnection, conversely, people's behavior is increasingly "mobile interconnection." The mobile internet is increasingly associated with more basic human behavior, becoming a part of individual gestures. The meaning of Internet services and products is more and more dependent on the present, and if we miss this place, we will miss the value. The scramble for the internet is entering the era of meaningful competition.

Some "internet analysts" said that between Ali and Tencent is "World War", it is an industrialized era of thinking in interpreting the competition. On the surface is the "site and population" competition, but after intensive mergers and acquisitions, is the battle for the value of the scene, or the scene of creativity, but also decided that the competition between the Giants is online under the combination of O2O (online to offline). How to evaluate the recent surging Internet mergers and acquisitions? A standard that integrates and creates meaningful user scenarios.

Ali and Tencent are two extremes, just as Jack Ma and pony are two wonderful flowers. One is to put all the traffic into the transaction, one is to all the flow out; one is to rely on powerful marketing forces to create a huge scene, such as Double 11, the upcoming 38 knots (it is said that Ma Yun wants to invite people to eat and watch movies), One is to rely on viral product forces to penetrate and change people's daily behavior.

With the speed of the mobile phone more and more quickly, terminal equipment functions and intelligence more and more powerful, from the personal, the scene will be more and more value. The scene is not just physical and spatial, it will also be a combination of virtual and reality, and more and more in-depth to the user's emotional and psychological-not have been developed to observe the user to receive information when the application of the expression?

The power of micro-faith lies in its many possibilities of subversion, seizure and creation of scenes. Ali's core is the transaction, as well as the services and logistics generated around the transaction, ostensibly to deal with the challenges of micro-trust needs to preempt many platforms, portals, traffic, but in essence the test is the ability to control and create the scene. In the era of mobile interconnection, the requirement of C-terminal will be all taken into the scene, and the requirement of C-end will subvert and reconstruct B-end. Only in the scene can with the micro-letter confrontation, Ali can achieve his C2B goal.

Ali for Tencent's weakness has always been clear to the heart: "They have been following the strategy, the electricity business for seven years, the market share has been 4%-5%." Thanks to Tencent, let's not sleep. "Indeed, in the traditional sense of consumer-to-consumer and the business of the consumer, Tencent is always behind Ali followers." But the micro-letter changed the user's behavior, creating the ability of the scene, the new play can be. Tencent shares in the public comment is a perfect match, and the legendary Tencent shares in the east, the biggest win must be Tencent to give up Xun, focused on joining the Beijing-east to move the scene of the era.

Tencent wants to live on the internet, Ali wants can not only be online trading, because the trade fair dissolved in life.