International journey to liberate monopoly

China's telecoms operators are no longer monopolies. Now it's just a little better business than a hard industry. If the Internet application represented by micro-letters can be internationalized. So let the operator again hard, the government can tolerate, this is the will of the state, but also people's will.

"Micro-credit free era or will end" news burst out, netizens anger instantaneous point to the telecom operators, followed by Tencent, Ministry of Information Straight, the three major telecom operators remain silent. But to be sure, the controversy has been repeated over the years, so it is necessary to smooth it over.

For operators, the controversy is not so much a loss of their own real interests as a micro-letter that triggers their fear of the future.

No matter what the reason, the central enterprises have been pulling a lot of hatred all these years, before smoothing this thing, let me first say three principles: regardless of the Japanese, Korean and European practices, we will not copy the Western model, without regard to the provisions of the Telecommunications Regulations, the law is not a shield for technological progress, not only innovation, not to deal with disruptive innovation. We only talk about the common people understand the truth, this is "the sense of doing things", I first from a movie "Matrix".

The death of Agent Smith

"The Matrix" is a very old film. The designer created Agent Smith in The Matrix, Neo and Smith are the two extreme parameters created by the imbalance of equation, and the designer gives the right to the choice of procedure when giving human rights. Smith was in the process of chasing Neo, the ability to get the virus to mutate, assimilate everything it encounters, finally break through the matrix, enter the city of Zion, and it is expected that the lost control of Smith will eventually destroy the mother (Robot World), when the robot panicked and promised Neo to exchange his life for the peaceful coexistence of human beings and machines, The robot restores the balance again by using Neo as the body to delete Smith.

What did poor Smith do wrong? It executes the order of the program "to kill Neo," just to make himself a little more powerful, the cause of their own destruction, is that it shakes the balance of the system.

Micro-letter, which is born in the operator's data network, no matter how much data traffic it consumes, the user for the micro-letter consumption of the traffic has been paid, as long as it does not violate the data network business model, this level of operator any blame is unfair.

But once the micro-mail has eroded to the carrier voice network of the data network, which replaces the voice business, it is the equivalent of Smith entering the robot world, then it crosses the line, which is the core controversy between the micro-trust and telecoms operators-the fact that the current public opinion environment does not support the operator to delete Therefore, we regard this dispute as the redesign and adaptation of the business model of data and voice packaged services in the mobile internet age.

Now is not the operator to give the micro-letter a little color see, but to the people must talk about the time.

Wronged you have I have that carriers also have

Some people take network neutrality as a matter of fact, but neutrality comes from independence. The data network that the micro-trust relies on is not a separate network, it is attached to the voice network, the latter is equivalent to the former roadbed. Operators in the flow pricing, the use of cross subsidy, voice service revenue to share the cost of the flow, making the flow rate is relatively cheap. Assuming that the data network does not enjoy the subsidy and cost allocation of voice networks, the deployment of two independent networks, such as the complete independence of railways and highways, would be extremely expensive. Based on this understanding, we analyze the demands of operators, there are right and wrong.

The first appeal, the excessive flow of consumption, this logic does not. At the end of last year, China moved the argument that mobile QQ swallowed up mobile GSM network traffic at a very low cost, Tencent's contribution to mobile revenue is less than 10%, consumption of 40%, so ... ", in fact, even if Tencent accounts for 90% of the traffic, operators can not occupy the name of too much traffic to limit Tencent, Because it does not violate the traffic business model: The user has paid for the traffic.

The second appeal, to SMS, MMS business Diversion, this logic is not tenable. "Carrier SMS and MMS services are being replaced by micro-letters, so to limit the micro-letter", short MMS is only one of the value-added services of voice service, and data services at the same level, the length between them is the iteration between value-added services, does not affect the existence of the mother. In the early years, there were also text messages that affected voice revenue.

The third appeal, the traditional voice business is replaced, this is the only way to get a foothold. As a result of the existence of cross-subsidization, the micro-letter is equivalent to the traditional voice subsidy of low-cost flow, in turn to destroy the traditional voice, which requires the two sides to renegotiate the mechanism of cooperation, otherwise it will be the people's commune free canteen, eat collapsed.

Operators have two options: or remove the cross subsidy model, resulting in a surge in traffic charges, or a co-operative mechanism to be renegotiated with micro-credit services. Now have a package to send is hundreds of M, if replaced by the threshold of the flow rate is defined as 60 yuan/month, any you micro-letter how to impact all line! And this is obviously unfair to other mobile internet applications.

There is also a school of technology, the existing mobile communication network architecture, and mobile Internet forever online pattern mismatch, resulting in overloading the network, which requires the operator to upgrade the network and mobile internet companies to cooperate.

Micro-letters need checks and balances

As Lee Kai-fu said: micro-letter more than "cut into the voice of the assistant field", simply have the potential to become "mobile voice assistant", not only "change the Smart App Store", almost likely to "become mobile store", not only "streaming mobile search", fully have the opportunity to "become mobile

In accordance with the established logic of product development, micro-letters will become public enemies of mobile internet, micro-letter will become the telecommunications operators, search, App Store, browser, map, voice assistant and other nearly all large internet companies rivals, a variety of native app also become micro-trust components or degenerate into one of the accounts.

That's why I'm saying that micro-letters now touch the soul of an operator to outweigh the benefits, and the flow of pipe is trivial, and the big thing is the micro-mail that will later evolve into a system that swallows up its parasitic pipes and the matrix.

Under the tree is barren, if the micro-letter can be a certain balance, in addition to Ma and Zhangxiaolong, telecom operators, Baidu, 360, Sina, Tencent, other team, etc., will be very happy! The Internet will regain balance and prosperity, search, social, native app, and everything!

The power to make effective checks and balances on micro-letters is only for telecoms operators. Therefore, when the operators choke, netizens in opposition, Tencent's competitors in the crowd.

Not to touch the interests or the soul, compromise is the King

Tencent does not apply for virtual operators, because it is now a telecommunications operators, but also do not have to bear the responsibility of telecommunications operators and network settlement spending, it why bother! This is the cunning of Tencent.

The operator is a reservoir, as long as the new flow is greater than the outflow of water, the pond will not dry up, the conflict between the two sides will not fall to the point of not being able to clean up. Now China Mobile has not been to the flow of the balance, telecommunications and unicom even less to this extent. However, the wind released, the two factions opened their posture, talk or to talk about, there may be so many results:

-Drag and drop. Tencent in tow, is waiting for the micro-letter to continue to grow; operators, while dragging aside, corporate ownership, although not their own, but to slow down for business performance to find an external excuse, the other reason is that the three brothers will not be unified, the younger brother also by virtue of the flow of the supremacy of the eldest brother's throne

-Build VPN network for Tencent. On the network of three brothers, open a special highway, by Tencent pay rent, as for the micro-letter to the user fees, Tencent itself to set, operators do not charge users for this part of the flow fee.

-All the mobile Internet applications involving voice are incorporated into the telecom management system, which is applicable to the settlement of the network, and Tencent automatically becomes one of the telecom operators. Given that Tencent provides operators with a lot of revenue as a hedge, the cost of settlement will be very low, and carriers will extend this model to other Internet companies.

In the end, I think it's the most likely to drag on, and we don't have to take this seriously. At the same time, Tencent is sure to do some business optimization and adjustment for the mobile network.

If it rises to the national will of the contest ...

Public opinion is no longer on the side of telecoms operators, and government regulators are not necessarily on the side of telecoms operators.

America's telecoms operators are a tough business, heavily regulated by the Government, including the full openness of the web to applications and net neutrality, and the consequences of the US government's heavy-handed regulation of the global dominance of the US Internet application (physical immunity), such as Google, Facebook, Twitter, This is the will of the state. American culture, values, and multinationals are moving around the world with these streams of information.

China's telecom operators are also not a monopoly, but a more than a bitter industry, a little better business, if the micro-letter for the Internet application, can go to internationalization, then let operators again bitter force, the government can tolerate, this is the country will. Ma recently interviewed in Beijing, said, "internationalization or not, Tencent this life is a chance." "If the meaning is more serious, it is also an opportunity for China's Internet and Chinese companies to export out," he said. Will the state be indifferent to this opportunity?

If the micro-letter can do this (occupy the American Hill), I support Tencent! However, I support Sina Weibo, Weibo has the real value of opening up wisdom and transforming society.