Independent of BAT, how does the video network drive development and competition?

Intermediary transaction SEO diagnosis Taobao guest Cloud host technology Hall

Tiger sniff: One months ago, just promoted to the music Network website Cause group operation President of Goofy, in the office received the Tiger sniff June 2.5 hours after the interview frankly, this is the longest time I have ever received an interview. Goofy is also a video of the elderly, starting from 2006 in Sina to do podcasts, 07 responsible for Sina video. However, "Sina video does not have the means to be independent, has been in the channel and the independent video business swings between." In the course of development, people can not see clearly the direction of the future. "Then he joined the cool 6 of Shanyou until 09 to meet Jia Yue Pavilion for one hours ... He decided to join the music vision.

In general, content, technology and capital are the three most important factors in the development of a video website ... Goofy believes that content is the most distinctive label, music to cut into the first echelon of video, must be from the "content" into.

The "sense of existence" of content and its orientation

For most people, the total number of business segments of the group is unknown, let alone the distinction between the video and the video TV who is really important. At present, the music video TV limelight is healthy, Goofy believes that as a visual platform of the music network is now standing behind the TV, not like other publicity, nothing bad.

Tiger Sniff: le See business Plate is quite many, but it seems to be around the music as TV spinning, as the existence of the music network is not a weak point?

Goofy: There's nothing wrong with that. Each stage, there is halo around the business, the first is copyright, and then catch up with the site traffic and advertising business, is now television, and these are the need for synergy mechanism. Now LE video tv walk in the front, then the video network to do their full support. Internet TV without content is not, so in this sense, the music video network plays a key role in the back.

UGC cannot be a core content source

has been the king as "garbage flow" UGC business, at present in an awkward period, Youku UGC has not been a large number of changes, and will be content production turned to PGC homemade and copyright purchase, Cool 6 also experienced a complete failure of UGC, will UGC fully adhere to down only 56 nets. In the view of goofy, UGC is not an inability to do, but a source of core content.

Tiger Sniff: You bought a lot of copyright content, also on a large scale self-control, standing in a long video site angle, how do you see UGC?

Goofy: Self-control in fact, whether from the amount of traffic or copyright content, there is dilution. There is also a large number of copyrights that need not be bought and created by way of cooperation. Your content on my platform to generate value, I and you profit. This part of the future will continue to grow. UGC will also provide an increment in the future, but in our definition it is the user's function, not the core content source, the user builds content on our platform, but these content is worthless to the stranger. Valuable to the people associated with him, so they will be provided with relevant services and experiences.

Tiger Sniff: What about the show? The show field model is already more mature, and some companies that are in this industry are going to go public.

Goofy: The Show field does meet the rigid needs of the otaku user. This depends on two aspects, one is policy uncertainty. The recent net-net action is in fact a certain threat to the show field. In the long run, policy uncertainties may have an impact on the show business. Second, do we have to do it ourselves? Might co-operate. Show field mode of technology is relatively mature, and do not rule out the future we will cooperate in the way to do this business. Because it is a very good flow-changing channel. Music from the beginning of the show field, the value is small.

Technology: Do not rob the network of the host business

CDN node, bandwidth cost input, in fact, video web site operating costs of one of the beginning, the music is also in the early line of the cloud services. Goofy for such a huge amount of investment is very calm, and do not think they robbed the internet business.

Tiger Sniff: This year's 4K TV release, Lao Jia said your CDN node to increase to more than 300 this year, a large number of node construction, as well as the bandwidth of the purchase, will bring more pressure on the cost?

Goofy: CDN nodes are now more than 300, the end of the year is expected to increase to 400. The cost pressure depends on the total bandwidth, not on the number of nodes, and the node makes the service even more homogeneous. High-stream video service can be scheduled near the nearest to ensure fluency. Bandwidth, it seems that costs will continue to increase, but the future of the bottom CDN business can be independent, we set up an independent cloud computing subsidiary. The future of this set of nets not only to the services, including Jingdong, Taobao part, when, and even Zhejiang satellite TV, Hunan Mango TV also ran on our top. This does not entirely constitute operating costs, it can also make money. My ability to negotiate upstream will be stronger in the future, and for us to offset the cost pressures through cross-border business. Even if the external provision of services, prices are competitive.

Tiger Sniff: So you robbed the Internet and their business?

Goofy: You can't say that. Some businesses also need their services. The ruler has short inch, some services, such as static pool, some service coverage may be better than us, but Dynamic CDN this part, they can't compare with us.

Capital: Le vision must form enough attention and then turn into available resources

In the past year, there have been so many press conferences that people feel that the gem is all about capital and storytelling.

Tiger Sniff: The outside world always feel that music is always telling the story for the capital.

Goofy: I don't know why outsiders come to this conclusion. In fact, a good company must have no shortage of stories. If unknown or no one is a good company, it is a false proposition, that is terrible. If we start by saying that television is a false proposition, is it still a story to talk about now? At least not a capital story. For the internet, we have a relatively tight resource behind the situation, to change the traditional situation before, is to work first, the scale to a quantitative further announced, this is not very applicable to music. For us, we have to form enough attention, and then use these concerns to transform into the resources we can use, which is why we can cut down some of the cost of the channel, cut off some simple blunt hard broad costs, the price down. Even if it is cheaper, no one knows, the price is also white drop. The internet itself is a attention economy, not a contradiction in terms of music. Music can do that, as do other homes.

Content is one of the most vivid labels

Tiger Sniff: Three of technology, content and capital, which is more than music vision?

Goofy: It's hard to make a sort of technology, content, and capital, because the dimensions are different. It has always been said that Le Vision is a technology-driven company, but our chain is too long, which link drive? It's hard to tell. But for an internet company, it must be technology-driven in the long run, and we want to make ourselves a technology-driven company. Google can be a technology company, Microsoft also counted, but now it is a bit outdated. Relying solely on technology is not enough, especially when the mobile internet comes up.

I can only say that the content is the most vivid one of the label. Le vision to cut into this industry, especially to the first echelon, must be cut from the content. I think, from the commercial layout, large screen including mobile end, the content is no one to go around. The content is king this sentence actually more than 10 years ago had, formerly is the picture and text, now is the video and the image, the content is King's law still at work.

Capital is an accelerator. It can change, accelerate, or affect the pace of your business, but it will not be independent of the business. Business is 1, the back can add 0, but no business words, meaningless.

Tiger Sniff: There are already analysts saying that the market capitalisation of Le will exceed 200 billion yuan, do you think?

Goofy: This hat is really big, in the future of imagination, everything is possible in the future. If business is solid, why not?

The future will continue to expand, but there is no need to

Tesco has no secrets about capital operations such as mergers and acquisitions, but is tight-lipped about the 360 problem. And in the flow of imports, Lok still hope that in the middle of Baidu and 360 to take the balance of operation.

Tiger sniffing: Will there be mergers and acquisitions?

Goofy: In terms of capital operation, we have to continue to do mergers and acquisitions, we are based on a variety of eco-industrial nodes to do an expansion. But there are a variety of ways to expand, capital cooperation is one of the options, of course, there may be strategic cooperation, there are joint ventures, there are 7788. le-Vision ecology is also a closed-loop, but also open, can be independently evolved. All my nodes are open, and more partners join the music industry. On the one hand is the need for each other, the second concept to identify. Can find a fit point in future business planning. Because of the particularity of our business ecology, also decided that our story must be many. Because the content has the opportunity to merge, does the intelligent terminal have? It is entirely possible that mobile interconnection is not excluded.

Tiger Sniff: The first part of Qihoo 360 subscribed to some of your additional shares, and your capital cooperation ends here?

Goofy: This is just flower film and television supporting funds, specifically I did not participate is not very clear. We are very close to the 360 business, so I don't think it is necessary to use capital to strengthen the cooperation between the two sides. We have a common aspiration, and we give him a lot of income every year. Laugh)

Tiger Sniff: 360 and Baidu two entrances, which one do you prefer?

Goofy: Le Vision is currently the only independent video site. This kind of independent words, pessimistic to say, behind no father or father, will be less a tree to cover the wind and rain? On the other hand, our mechanism can be more flexible, any one of the resources will not be closed to me, I adjust the leeway, can be more flexible. Based on some common interests of the point, we can and Baidu to do some cooperation, can also and 360 to do. We do not have such a strong conflict of our future destiny and channel entrance. There is no need to stand in the same place, and you don't need to be in the business. such as this and QQ space cooperation of new product launch, Tencent also has video, but these things if Tencent video and music as a competition will not do this cooperation, which is not willing to its internal. Micro-letter is good, QQ space is good, micro bo ... These platforms can be used for me if we can find the right way to cooperate. Since the media or independent video site can do what we want in the social media age, you have to be in the portal age--sorry, want to affect the user, not through the portal is impossible.

Industry: The possibility of annexation has been small, the profit point has become more likely

The following talk, including copyright and profit and other topics.

Tiger Sniff: 4K chip source aspect is a problem, many people think that bandwidth, internal capacity or there is a big problem, how do you think?

Goofy: When we were released, we said, if we can't do it, no one can do it. The chip source always lags behind the development of the screen. 4K screen may all have, very important at present is 4K content and service can match. The future 4K will still be based on cloud services, we provide cloud to screen services. Even so, the 4K is still rare, including Hollywood talking to them. But the whole process is not controllable, music and vision can not be controlled, competitors are not controllable, what is the most controllable? This is some of the relatively low cost. Music video and Flower film can also have 4 K content production. Even so, it takes time. I believe that the 4K source will be a big relief next year--3 we face the 1080P situation in fact and 4K is exactly the same, but now is completely not a problem. So to use the development of the eye, wait until the chip source is not a problem when you go to do 4K, and late. So it has to be planned in a fast iterative way.

Tiger Sniff: From the end of last year, in the media promotion meeting media peers have a feeling that the copyright war has begun again, the self-made war continues, standing in the perspective of music, how to see the two battles?

Goofy: In fact, the so-called copyright war and self-control war is the content of the war. In the end, the decisive factor is self-control. Copyright purchases are also unsustainable.

Tiger Sniff: What do you think is the trend in 35 years, or even less?

Goofy: The current industry pattern is initially stable. The existence of integrated mergers and acquisitions is not easy to say, the possibility of malicious annexation is not too big, can survive to the present, survival crisis has been eliminated, the future is the size of the volume problem. Second-line video sites are less likely to be in the future, and the mobile internet era is unlikely to give them a chance. Aggregation of the site is also phased, four or five of sites if the announcement does not provide them with content interface, then they die minutes.

China has more than 30 provincial-level satellite TV is not normal, in fact, seven or eight is enough. So the video site is the same, so big market, a all not realistic, before everyone, on the one hand, is worried about being eaten, on the other hand I want to eat others. But the competition is relatively stable, the situation is acceptable, the degree of competition will fall, the cost control is more reasonable, commercial development will continue to expand, because the market expands, the profit point also becomes more likely. I am thinking that the future of the video industry will be a big development point, in the next year or two, and now bat is in the enclosure of the mountain. After stabilizing everyone will have a development, the upstream bargaining power will be strengthened.

The article for the author independent opinion, does not represent the tiger smelling net stand