Mobile Internet Platform + Middle page: Betting on the grassroots is not as good as the big guy

To capture the future trend of mobile internet change, we first need to be clear about a number. 2012 Global Android system less than thousand mobile phone about 100 million or more units less than 200 million, 2013 scale should be doubled, 200 million to 300 million, this plus the iphone and other high-end smart machines, to 2013 mobile phone market will have nearly 600 million more than a smartphone, A market of this size is enough to do a lot of things. On the mobile Internet, innovative applications are becoming increasingly rapid, and affect all aspects of people's lives, the bright spot of the 2012 is a stranger and sing it, will certainly have more applications next year, eat, drink, shelter, entertainment will have, the 2013 mobile internet rough-type competition, Gongchenglvede will continue, But the final winners will not be many, can become platform-level application of the company at most 10. We're also looking for the next company that could be a traffic entry. Although many people say that the logic at the mobile end is different from the PC end, the original internet giant will face many challenges in the transition, but I think the last winners of the mobile internet will not be those from scratch, but those who already have bases on the PC side, such as Baidu, Tencent and Alibaba. From the case of micro-letter beyond the rice chat can be seen, Chinese users will still be more interested in brand-awareness products. Micro-letter and rice chat distance quickly pull big-if Tencent is a company without resources, but only rely on products, it is impossible to do this. So I think the big platform on the PC has the opportunity to become a big platform on the move, although it will be different in product presentation. From a few big platforms, Baidu's innovative model is more inclined to do micro-innovation in the large framework of search, which has both advantages and disadvantages, the advantage is that Baidu can be a lot of questions full discussion, a line of people also have the opportunity to do a little innovation alone, like paste, but also the reaction speed will be relatively slow. When the big direction is the search Baidu environment is very good, but when the whole ship must turn direction, Baidu will be relatively slow. On the mobile side, users are more accustomed to downloading the use of a variety of different apps, the number of times to search is not much, so Baidu needs to make an adjustment. However, I still optimistic about Baidu map will become an interesting platform-level application, users directly use the map, the map can be placed on a variety of things, the map on the content more, the user's response will be more, the user's response more, the content also accumulated more, this will form a virtuous circle. We see, because the user has been trained in Tencent to buy virtual goods, Taobao shopping habits, in mobile shopping and trading props are easier, so the two companies in the transition more competitive advantage. For example, Zhangxiaolong in a few points, with more detailed planning, micro-letter behind the two-dimensional code, if able to connect with the bank card, is a completely different situation. Although the micro-letter may start with line, or with Kakao Talk, but I believe that Zhangxiaolong will make a world has not seenProducts, it can be said that micro-letter even the life of the QQ. Big companies in the PC phase once you're lucky, find a point, and then think about how to make it a systematic thing. The next 91 assistants, UCWEB, micro-credit, micro-blog, the public comments, Baidu Map, Taobao has become mobile internet access to the flow of the opportunity, but also only to become a traffic portal to become a big platform, but ultimately can become a big platform to see the strength of the company, planning. The future giant will make platform-level applications, but it will find partners in every segment to help them make their services more complete and more viscous. Baidu Robin Li put forward a concept two years ago, called "Middle page". For example, you search for tourism in Baidu, but in fact where the travel search to do better, more accurate, then go where is Baidu in the middle page of tourism. In other words, some small and medium-sized companies may not grow into platform-level companies, but it will become a "middle page", so I think the future of mobile internet will enter the "Big Platform + middle page" era. Although the 2012 mobile internet has returned to rationality from the last year's bubble, the future capital markets will be very concerned about it. Of course, we will be more cautious investment, because the end can not be much, can be listed at most 20, and many companies are on the PC has been accumulated. We are also gambling, we are also betting on millet, gambling is not millet but lei. To make a big deal in China, we have to have enough social resources, whether it is Zhou or Chen, a boat or Koo, are all in the industry tumbling over more than 10 years, betting that they are more than gambling in China a grassroots to have a lot of certainty, grassroots may make an interesting product, But growth will fall like a parabola when it reaches the top. Today maybe everyone is talking about Zhou and Fu, but Zhou 祎 once caught one thing, he can make it bigger. The same is true of Lei, which is honed. I suggest that most small development teams do not have to raise money easily, regardless of 2013, 2014 or 2015 years. A lot of teams do some small apps, and it's relatively easy to make money by using simple means such as advertising or gaming. If the thing he does is not big enough to have hundreds of millions of users, taking VC money is hurting him. Because once the financing must expand and expand the team, the cost will go up immediately. It's better to do the next application than fail. Make a few small applications continuously, in fact, can live very well.