I noticed a travesty in the public uproar surrounding Facebook's listing. Facebook has long been used as a SNS concept by the Internet, but when it comes to the market, it becomes a big data concept in the eyes of investors.
Citic Securities with the "Facebook listing to lead the internet into the big data age", suggested that investors borrow Facebook potential, not to vote for Renren, such as SNS concept, but the investment (unstructured information processing) such a large data concept. This is a very typical example of what "Facebook is all about", and there are differences and distinctions between layman and expert understanding.
So, who is watching the busy, who is looking at the doorway? Unfortunately, it is likely that the internet is watching, and investors are looking at the doorway.
Facebook is big Data first
I used to have an idea, or a different opinion, to communicate with the Internet peers, I feel very laborious. They always think Facebook is SNS first, but I think Facebook is first and foremost data. I pointed out: "The domestic industry always regard Facebook as a SNS relish." In fact, this is a relatively amateur view of the lively. Facebook is indeed SNS, but he is truly core competitive in the data core business. ”
My heterogeneous view rarely resonates with project managers, especially the project managers who advertise SNS concepts. This time, finally in the investor there, met the bosom friend. I think the capital man's point of view is closer to Facebook's reality than the project manager's point of view.
First, the capitalists have a broader vision than project managers, and are better at putting Facebook on the backdrop of the times than on the purely business perspective of the project manager.
The capitalists put Facebook on two big backgrounds: 1, in the age of judgment, recognized that social network (SNS) value mining leading the Internet into the era of large data, promote the "Big data" industry. 2, in the industry chain judgment recognized that the social network represented by Facebook took the lead in the era of large data, will further lead the other Internet areas of large data applications, mining of user value will drive the "big data" industry chain development.
Although the project manager noted the SNS, but for SNS in a wider range of what to do, think not much, so SNS as the goal itself.
Second, the capital man is longer than the project manager through the phenomenon of SNS, see its data essence.
The capital people put Facebook this "special" in the "General": 1, the capitalist people realize that SNS is only large data in the acquisition of a special case: large data refers to the "massive data + complex data type", and social networking (SNS) is precisely every second to generate a huge amount of unstructured data (text, Applications, location information, pictures, music, video, etc.), is a typical "large data" system; 2, SNS is only a large data application: "Large data" is the core of data mining and application of the multi-directional value produced. The value mining of social network (SNS) is the important application of "big data" and business intelligence application. 3. Facebook represents a one-to-one transition to a consumer-driven model: Facebook's user data carries huge business value. Users of the comments, uploaded pictures, music, video, etc. are typical of unstructured data, which contains consumer propensity, "data" mining analysis can significantly improve the accuracy of advertising ads, enabling Facebook to develop more attractive applications to users, And can predict the development trend of many industries through the user behavior, contains the huge commercial value.
By contrast, the project manager's understanding of Facebook has focused too much on the details of the transformation-related features and less on the transformational implications of the Facebook business model.
For Zuckerberg, even the capitalists can't read his mind. Capital is just at the value level, reading what Facebook is. Mr Zuckerberg has repeatedly stressed that Facebook's creation is not a company that needs to read Facebook's mission at a meaningful level.
(Responsible editor: Lu Guang)