Fragmented China's Internet: full competition or repeat construction?

Intermediary transaction SEO diagnosis Taobao guest Cloud host technology Hall

Guide: The Chinese Internet, was blocked fragmented into a block, like a siege of the small World. But the result of the ban is to kill each other, or give each other the opportunity to survive?

February 2014, Mr Ma's Alipay "ban" micro-letter, announced the "No new sign, no renewal, no cooperation" three policy-this time the micro-letter, is trying to establish their own business groups, but because the audit is more stringent, so a time can not be a large number of payment certification, Alipay this recruit, Short time to hit the key to the micro-letter.

No one knows, Alipay to ban the micro-letter is a more competitive ingredient, or business process can not be a little more-if the micro-letter access to the business and consumer disputes between the micro-letter can be ordered Alipay stop to pay money to the merchant?

Interconnected networks, not interconnected services

Such a plot, it seems not strange.

2004, ebay signed exclusive cooperation agreement with a huge deal to ban Ma Taobao, but the result is Taobao wind up with the vast number of small and medium-sized webmaster won the battle, but became today's electric business giant. September 2008, Taobao High-profile announced the ban Baidu Crawler, the reason is that Baidu destroyed Taobao's credit ranking system, but its essence, is Baidu to do so will let Taobao its own advertising sales sort can not continue-and this is Taobao's profit base. Baidu reluctantly complied with the Internet industry's relevant agreements. In this regard, users can not search through Baidu to Taobao goods.

This battle, Taobao won, not only to protect the advertising system, but also get rid of the flow of reliance on Baidu's terrible results. July 31, 2013, Taobao blocked micro-letter interface.

"Ban" has become a "culture" of internet companies.

Micro-letter also blocked Taobao sellers crazy advertising forwarding, the reason is of course harassing users. Of course, there was also the Beijing-east ban on Alipay, Beijing east blocked Tenpay, Baidu blocked Taobao guest, NetEase blocked Tencent Mail POP3 send and receive, QQ mailbox can not be normal for users to accept NetEase mailbox; Baidu Phoenix Nest System blocked 360 of browsers ...

Today, the result is that the common people can not use Baidu search for the goods they want, can not rely on Alipay "a sword" to go Tianya-China's internet, was blocked fragmented into chunks, like a small world in a siege.

But the result of the ban is to kill the other side, or give the other the opportunity to survive? blocked the micro-letter Alipay, in the future every user to practical micro-letter payment, at least in the future must go tenpay. QQ can not receive 163 mail, the result may be the user simply give up NetEase mailbox, to QQ mailbox ...

Will the result of the ban be as you wish?

Schizophrenia

If you want to watch "You from the Stars" on TV, take a Archie set-top box; If you want to see "Huan biography", then you have to unplug the Archie art box, connect to the music box; If you want to see the English drama on the Tencent video? Oh, and then pull out the video box and insert the Millet box.

Now the television, has been the content of the video site in accordance with copyright fragmented, like the television has schizophrenia-the original by the remote control can turn the table, and now, each "Taiwan" have their own boxes, this is the king of the United States of the show Sohu did not have their own box, according to Zhang said, Sohu should also wait and see for a long time, in preparation for ... (now, of course, there are new companies ready to use the new business model to solve this problem, two days to listen to everyone ha)

This example is only pediatrics.

The future of China's internet world, perhaps is this: if you want to comment on the general public, in addition to log on to the General app, you can only find the portal in QQ and micro-letter, and Alipay refused to pay for the public comments, must use Tenpay. But if you want to buy the delicious on the United States Regiment, you can only use Alipay. Want to finance, buy Baidu hundred hair, that no doubt, you have to use hundred pay.

With this logic, we may have more than three payment tools to install, and there may be more in the future: "For your own safety" ... You will probably also need to install Jingdong payment tools, millet payment tools, 360 payment tools ...

While looking at the App store, Tencent's app has 360 phone assistants, but 360 mobile phone assistants do not have application treasure, do not know how many Tencent's application software other markets do not--in order to be able to search all apps, you have to install more than a few application stores, obviously, Baidu mobile phone assistant can certainly find all the products Baidu.

Taxi software is more obvious, now the price war play in full swing, tick-tock taxi and quick taxi, one can not be less.

Of course, for data security, users may also need to install the terminals of each logistics platform to track their packages, Shun Fung, flexible, Shentong ...

The reason is "security", "competition"--these reasons are sufficient.

However, our mobile phone installed more and more software, mobile phones become more and more slow, many software in fact, the frequency of use is very low, but have to pretend in case.

Repeat construction

For businesses, in fact, it is also very painful, the common sight is the restaurant checkout table will have seven or eight bank arrangement of POS machine; This is just as the three telecom operators in China need to build a telecommunication network for each house, or you are only a mobile user in China, but also receive Sanchong radiation every day.

Yes, now the internet giants are also engaged in large-scale arms races and repeat construction.

In the first two years of the group buying bubble, a business to receive from a number of group buying site sales staff, resulting in small group buying site to play a vicious competition but due to ensure the quality of service and lead to group buying industry Word-of-mouth, reputation was quickly destroyed. Let's look at the data:

Baidu investment in the glutinous rice network covering about 70,000 businesses, Ali investment in the United States to cover about 100,000 businesses, the public comments on the official website of more than 8 million, of course, including many industries and fields-these businesses, the first day to receive more than 10 groups of group buying website sales people's turns bombing.

And the large-scale logistics warehouse has pulled up a lot of local economic development zone of land price, we rob position, spell the cost, and finally the degree of mechanization, now left how many rotten tail Logistics Base?

Of course, in such fierce competition and duplication of construction, the consumer to a certain extent also got the price of post-war benefits, the government may also be a certain enterprise commitment to obtain the corresponding income. But wait until the bubble bursts? Huge waste has been formed, burning investors ' money, hurting consumers ' trust.

Of course, some people will say that this is a fully competitive internet age, otherwise what do you say?

Perhaps there is no way, now is the era of free competition, every product has a chance, every company has the opportunity-in order to put users in their own sphere of influence, the Giants are high repeat construction at the expense.

And under the fragmented surface, in line after the potential for fire and fire smoke dispersed, some people think that maybe there is no team, because in the public comment on the announcement of Tencent shares 20% minutes before the public comment on the high-level also SMS to a lot of the senior pay treasure, said the public comments are independent development, the future also hope to continue to cooperate with Alipay ...

Yes, everything is in business, and everything is a game to see who runs faster.

Perhaps this is the internal cause of the Internet industry's explosive growth within 10 years--behind a lot of repetitive building--is the progress of competitive oppression--only to some extent at the expense of the convenience and experience of the user, and is based on the user.