Mobile interconnection is gradually showing some bubbles

This is not a piece of data support, but it is not unprovoked, is "a side" small discussion bar: that is to say, the author believes that the mobile interconnection gradually show some of the bubble of the clue.

Clue one, there is volume and a relatively credible business model of the Internet leading enterprises have been listed. Looking around China, from bat (Baidu, Alibaba, Tencent) to Jingdong, the large listed companies with business model support have been listed, but the failure to go public is still suffering. The climax of the IPO seems to have passed. Even the U.S. stock is now facing an index of high trading light. This is similar to the listing of Web portals before the Nasdaq bubble burst 15 years ago.

Clue two: The potential and profitability of the model is not clear internet companies burning money too. At present, most of these enterprises entered the third fourth round of financing, financing scale of roughly 500 million ~10 billion dollars, the OTC price is expensive, and its profit model is still unclear, stable, the market market value is high. Burning money to this extent, the basic will be poor dagger now.

Clue Three: Internet leading enterprises no longer accelerate the "evolution". Internet companies are accustomed to using a language like Social Darwinism to express their superiority, but bat does not seem to be trying to promote the "evolution" of the Internet ecology. If you can't push the eco-chain to "evolve" continuously, you can only replicate yourself.

Clue four: Internet enterprise's offline rivals seem to be living well. For Internet enterprises, the important thing is not only their own success, but more importantly, the failure of opponents. So the mutual slander between Internet enterprises is "no underwear competition". And internet companies are reluctant to see that its offline rivals have not been knocked down, some still alive, which is not good news for internet companies. If your opponent survives, you may not have the overwhelming advantage imaginable.

Clue Five: Market anxiety and impatience. Internet companies should be thankful for the tolerant boys. 10 years ago, a network survey showed that up to 80% of the people who rejected internet finance were the first reason for security concerns. Now the same survey shows that 80% of young people do not think that Internet financial security is a big problem. This does not mean that internet companies have done a particularly good job for their consumer protection, but the circumstances of the growth of the growing environment determines its more open, more willing to trust and cooperation, and more willing to take the risk of their own (Taobao deceived almost all silently swallow the bitter fruit). But if internet companies cannot quickly improve their services and profitability, the market will become extremely impatient from embracing.

The internet is great, and soap, AC power grids, surgical disinfection is also great. But the Xeon is degrading, love is not life. Too "A net love deep" after the pain, I am afraid will face a cliff-like deep. The survivors under the cliff are happy.