Mobile Internet non-giant world: Lei layout transformation to build a big platform

Now, in the mobile internet to do angel investment layout, mainly Lei, Cai and innovation workshop three. I am very familiar with Wensheng, have done a lot of projects, the understanding of the mobile Internet is also relatively similar.

We are probably really starting to focus on mobile internet since 2009. Because although this argument from 2002, http://www.aliyun.com/zixun/aggregation/19058.html ">2003 year began to raise, but whether it is WAP site or SP This mainstream business model are more deformed, Until the 2009, on the one hand is standardized to be able to host mobile internet terminals appear, Android We know more, the iphone has been out for some time, on the other hand, the user's demand, 2002, 2003, People's reliance on the internet far less than the present, The generation that has been nurtured by the internet has almost 24 hours of life and work linked to the Internet. Coupled with the improvement of the network and the decline in tariffs, let us feel that in a year or two, these basic conditions will develop more mature.

So, our next judgment is that mobile internet will go through three stages: the first phase will get up. A company that makes basic software, technology application and technology services, and succeeds in 2010; the second stage belongs to companies that do games, entertainment, social, video and other applications, and the first thing that comes after users come is to play, While mobile phones are inherently a social and recreational device, such companies will rise at the end of 2010; In the third phase, as users start doing business, companies that do e-commerce and local life-related applications will emerge. As far as I am concerned, the first stage of the company has been invested a lot, the second stage is still in the vote, next year's focus may move to phase Iii.

By contrast, I think the layout of Lei on the mobile internet is undergoing a major transformation. In fact, he's focused on the mobile internet long before me and Wensheng, and has done some good projects like UCWeb. But lately it has given me the feeling that lei is not just an angel investor anymore. He might take the same approach as Jack Ma, creating a big corporate platform on the wireless internet and doing a series of affiliated companies. I believe that Lei has such ambition.

Admittedly, for entrepreneurs, the traditional internet giants exist, and their platform is relatively closed, so that the later difficulties, and even many developers would prefer to target the market they are not familiar with the language disadvantage, but relatively mature open overseas markets. This is why there is a need for innovative workshops and angel investment to help them create a relatively open and easy microenvironment.

But if it is decided that "mobile internet will be the world of giants translation," I do not think so. Large companies have the crux of large companies, in the translation process, past successful experience can become a burden and trap. To give a simple example, the first batch of clients to do online games is how many of the past to do stand-alone game? Now the web game up very quickly, and how many of them in the past do the client online games? This is a lot of reasons, such as large companies will first consider the original business translation, team formation is not necessarily willing to deploy the original allocation in the advantages of the project on the elite, in the choice of direction will be more stable, rather than more flexible with can-do to explore new directions.

Take e-commerce as an example. First of all, in the narrow sense of the commodity e-commerce field, the mobile internet offers at least two new directions: one is that internet users living in three or four-line cities are not earning much, but they are not cheap and demand is strong; the second is entertainment consumption and impulsive shopping, If we are in a taxi, waiting for the subway, we can use the phone to do like Taobao on the same experience, it will become a more natural thing. In fact, in my opinion, the biggest contribution that the Internet has made to the whole business is not to compare shopping, to ration shopping, to get people to find cheaper goods, but to let you buy what you don't want, which is adding, not subtraction.

In addition, under the concept of e-business in a broader sense, I will be more optimistic about some of the business models that are more closely integrated with local life and businesses. As a simple example, I used to rarely use the public comment network on PCs, and now I use it several times a week on my phone. Business models such as those associated with eating, travelling, traveling, and the like, and merchants, will have more room for development on the mobile internet than on PCs.

It is for this reason that the prospects for E-commerce on the mobile internet will be great. One is the number of users, PC Internet 300 million mobile phone 800 million; the other is the potential consumption time of the user, the PC is two or three hours mobile phone is several hours; typos is the type of users to make decisions, on the PC is more consumer goods, and more and more large, and eat, travel these day-to-day things, then more will be done through the phone. These three add together, the ultimate influence is conceivable.

As for some entrepreneurs may be confused at this stage, should be "betting" on which operating system, is the iphone, a ndroid, or W indows phone7? My point is, in the long run, I don't care who wins because as long as it runs the full H TLM 5, J2SE, W Ebex, whatever the underlying operating system is. But in the short run, I don't see any operating system that can win a ndroid. Even after they get up, perhaps a ndroid's production chain and apps have accumulated enough, and it's hard to catch up.