Peak conversation: Where is the mobile internet route

Peak conversation: Where is the mobile internet route

2012 Guangdong Internet Conference was held at Poly World Trade Expo Hall Fifth, no. 1000th Haizhu District East Road, Guangzhou, from December 14 to 15th. This meeting is hosted by Guangdong Internet Association, organizing Committee of Guangdong Internet Congress and the media consulting Group. The conference focuses on the Internet industry new ideas and digital media era, in-depth focus on the Internet industry resource integration.

The mobile Internet road at the peak of the dialogue, by the Guangzhou International Innovation Valley co-founder Zhu Bo presided over the co-founder of Tencent, Germany Xun investment chairman Zeng Liqing, 7-day chain Group & First meeting of the joint chairman of the board Zheng, IDG capital partner Gao Xiang, vice president of all companies, 56 network founder general manager Zhou Juan, Digital technology Chairman Xu Guoxiang together.

The following is the peak dialogue transcript:

Moderator (Zhu Bo): Mobile internet like Wang Yang, someone in shipbuilding, someone in the ticket, who can Rob, I believe the guests will give you an answer.

If the December 21, 2012 really happens, what do you guys do, we say in a word.

Zheng Nan Yan: I do nothing.

Gao Xiang: I'm leaving now.

Zhou Juan: With my family.

Zeng Liqing: With my family.

Xu Guoxiang: We will release the last Internet phone, is also the first telecom operators and the Internet to work together mobile phones.

Moderator: What is the future O2O market?

Xu Guoxiang: Morning to listen to the discovery of four guests, the future is very beautiful, the reality is very backbone. We have been standing in the industrial chain to think about the problem of mobile phones, because the market imagination space is very large, participants are very many, competition is highly homogeneous, the market did not develop, money has been very difficult. In the process, if you want to make a profit on the mobile internet, either innovate, product innovation or service innovation.

Moderator: Xu Total 100% to do very successful, but also do a very low-key. From the perspective of mobile Internet, because we have talked about a lot of good business models and development direction. What is the future and investment direction of mobile internet?

What kind of team is the future more fancy?

Gao Xiang: There are three types of mobile internet companies may pay more attention to, first, about mobile games, especially mobile phone network games, this piece, whether early or late, we will be involved. Because we also see that this is the revenue component of the fastest growing mobile internet in the next few years.

Second, the combination of traditional industries, because the PC Internet is hammer pen, when the PC Internet up, to do the traditional industry, can only do a little information things. When mobile internet is up, the Internet is a complete tool, pry open the door of traditional industry. Below we are concerned with the traditional industry combined with the Internet or mobile internet new models.

Third, it may be a little, but we will focus on things that we have not seen or heard of, and now I do not know what, if I have not read, it will be very innovative for me. Our main focus is on these three areas.

Zeng Liqing: Looking for angel investment, to find a friend financing may be easier than to find VC, because the point of time will be shorter.

Moderator: Gao Xiang is an institutional investment, take other people's money investment, has always taken their own money investment, you two personal investment when there is no psychological difference, see the project has no different?

Zeng Liqing: Our money certainly is much less than he throws, but our advantage is fast, but Gao Xiang is not.

Mobile Internet smartphone, suppose you think it is a kind of help to the traditional industry, enhance the efficiency of the traditional industry tools, in fact, mobile Internet intelligent Terminal is only the promotion of traditional business, the future in this matter will also have some thinking.

Team, in the "3W Coffee 9 do not cast" to see it. There are a lot of developers that are unreliable, and when you want to start a business, first need to accumulate their own good, should go to Zhang where to find a good job, to exercise, or go to a good company to find a good job, the ability to build their own contacts, build their own understanding of the industry, Then there will be better entrepreneurial opportunities. Thank you!

Gao Xiang: Just asked us what is different, I think the biggest difference, was always a person in the fight, we are a group of people in the fight. There is always a busy time, I think we go back to study how to engage in a mobile phone game, dedicated to 2 million of the project.

Moderator: Now the hands of the market are very optimistic, I would like to ask Zheng, now O2O difficult to make large scale, the chain under the line is not able to put online obligations propped up, how do you see the mobile Internet in the O2O market?

Zheng Nan Yan: In the traditional internet time, the impact on the original industry is not particularly large, but to the mobile internet, including chain stores, will really be affected. Used to be the consumer to come out. There is something special about the hotel, and by now, when you want to spend, the mobile Internet tools that help you consume are in your hands, making all the chain services more active. First to help seven days to do mobile end, do not do anything to promote the seven-day combination of one months 300,000, Ctrip spent a year 150.016 billion of the promotion fee.

General Service-related industries, with the combination of mobile Internet, will certainly be a big piece, concrete to what extent, now no one has found a specific mode of operation, that is, with a large chain of merchants, which is obvious to meet the effect.

Moderator: In the Mobile internet E-commerce Market, there will be aircraft carriers, there are many small and beautiful street community shops, this phenomenon will not exist?

Zheng Nan Yan: if it is to O2O understanding should have, large chain service merchants with mobile Internet, will be more effective, more convenient.

Moderator: A few years ago, the hottest is the video site, there are several build round Noah's Ark, there are several to buy tickets, like 56 nets, cool 6 and so on, I would like to ask Zhou Juan to talk about the future of mobile Internet development, the future of video? And what about the new media in the future? Make some suggestions to those who are interested in joining the profession?

Zhou Juan: Video industry competition is very tragic, see so many internet companies, this is one of the most competitive industry, but also because of its greater opportunities, in the PC end, mobile end, mobile end of the picture, music is the mainstream, the future of the video must be the three major mainstream shape and application. Video whether on the PC or mobile end, is actually a heavy asset application, heavy assets is not only the company's costs, user costs are very high, in the mobile end must have a good network. The future direction is very good, but now in China is still a beginning stage. In mobile video, there are two main directions: first, based on the current WiFi model, the pad end product as a home mobile terminal extension. Like some short videos, these apps are also starting in China, and we're doing some similar products, but it takes time and market to develop. So the future is very good, the reality is very cruel, but also need a relatively long competition form.

To enter this market competition entrepreneur, now is much better than the original, there are many platforms already inside, we can get on the platform of the car to do something. Micro-letter may open the platform, including Baidu Cloud services and so on, but because video is the application of heavy assets, so everyone in the application development, we should also consider the actual existence of the company and investment in the state to do.

Moderator: This morning China Unicom (600050,, China Mobile, China Telecom yesterday, the big three operators have declared that the future will be open in the mobile Internet, but I still very much doubt that three basic operators are claiming to enter the mobile internet era, but more traditional like Tencent, there will certainly be impact, What is the game of the future?

Xu Guoxiang: Now we line up under the combination of ways to help a lot of mobile phone mobile companies to do the promotion, and China Telecom Innovation department to organize the Day Wing Cup PK competition, coupled with telecommunications Chendovan 3G instructors Do this thing, line online under the combination. The game is currently the most clear mobile internet, but most of the PC Internet game business to this extension, so this link, one is the incremental part of the PC end users how to participate in the mobile Internet, the value of bigger.

Moderator: Do you think operators do the Internet, will not make money?

Xu Guoxiang: I think in this value chain is an indispensable, very important part.

Host: Do you mean success or not?

Xu Guoxiang: For now I think I'm on the road to success.

Zeng Liqing: This question Ma said yesterday, you make the road, we have to drive.

Moderator: If the operator is unwilling to build the road, he must drive.

Zeng Liqing: From the commercial point of view, the three state-owned operators, can not casually hair license, highways or very good business, highway profit statement than the car to sell a lot better. It is because of the state-owned enterprise license plate control, so I think his business will be very good, maybe he will slowly adapt to such changes, but the operator in the channel issue, still very advantageous. It's not easy to say if you want to finish the road and drive again.

Moderator: Mobile Internet to go up to now, are applauded not draw, mobile internet go up to today, but are very optimistic, threw himself into the jungle law. In the future mobile Internet, I believe that the micro-letter has built an Noah's Ark, who in the future may be in the mobile internet to win? In which industry will win, what will be the situation, have you analyzed?

Zhou Juan: I think the entire global wireless internet, the ticket to get two, an apple, a Google. Including QQ will also have a sense of crisis, we are all in this platform growth. Like the big platform side, Tencent, Baidu this.

Moderator: In addition to Tencent's micro-letter, who will run out?

Zhou Juan: Alibaba, mobile power trader.

Moderator: The Internet several people, in addition to these few people, there will be possible who ran out?

Zhou Juan: At present, these two, I think is the most important.

Moderator: I would like to ask Gao, from your investors point of view, you think the future of which pie is bigger?

Gao Xiang: I feel like a fortune-teller to ask questions, so I have no accurate answer to you. I think the main reason for not a big draw is not to make money, sooner or later, this is the same as the PC Internet. But there is a big difference between the entrepreneurial environment of mobile Internet and PC Internet, there is a development economics that specializes in the development of developed countries, how to use their advantages to develop their own economies, now mobile internet is like this analogy, in the case of so many large companies, As a small start-up, how to find their place in the mobile Internet, this is more important than you find income. Because just Zhou Juan fortune-telling, shake out all big companies, small companies are basically not, I think the developers here, how do you find some of the advantages you have, do not compete with the big companies, but from a very small point of view, including the alarm clock, such as Zhang said, and so on, the big companies will not do the place, You use your advantage to accumulate some of your own resources and users, when it to a quantitative, then the qualitative changes will be possible, so we start a business, not necessarily a large-scale user model, in the current mobile internet, this road is not easy to work.

Zhou Juan: Although I talked about the two, not to say that everyone entrepreneurs have no chance. The resources advantage of the platform is actually much better than the time when we started the business, how to use the existing platform advantage to start this is very important. PC end and wireless, we are in the wireless internet, for example smartphone this piece, is uses your head to ponder chooses your application, therefore at this time, wants the innovation application I to think is very important, but does not rely on the plagiarism. Because in here, he is installing an application and discarding an application cost is very low, so this is very important.

Moderator: I would like to ask Zheng, the line so strong chain, there is no possible future in the mobile internet to become a huge sum? Just now they are talking about the Internet in three mountains, I am unwilling to these three mountains heart, will not run out of the new mountains, you think?

Zheng Nan Yan: purely from the angle of the Internet, I agree with Gao Xiang said. Like a new company with a traditional offline industry, or to find a position to rely on the above, on the open platform, such as Alibaba large system to find the location, I basically agree, you want to complete the independent portal, completely let these big guy out of the way, this is more difficult.

Moderator: Listen to let everyone a little discouraged.

Zeng Liqing: I've read a few books, and I've come to the conclusion that the big changes in the industry are always the result of a huge change in industrial products. If we say that we 3G to 4G faster, or PC, People's eyes, it is just a little faster. There are only a few things that we have not seen now, like inception, the company must be the company with the biggest market capitalisation, because all your needs are met.

PC Internet is too strong big guy, I often sigh, I and Gao Xiang are untimely, why so say? Because of the richness of the micro-letter team, even the start-up companies can not keep up, good companies are so crazy, we do not know how to do. But it's OK, game this field, is the field that all company can make money, I borrow this time to sell a minute of advertisement, our investment company originally did not take project from outside, but this kind of work pattern, the past few years very effective, but now also face transformation. We are now attached to the "3W coffee" platform, we will regularly a month or two, to do some investors meeting. Thank you.

Moderator: We are in the Internet, we have been complaining about the United States leading the world, the mobile Internet has been standing in the forefront of the world, I would like to ask you, China Mobile Internet is not likely to become internationalized internationally, become the international mobile internet-goers. Everyone said the internet is consumer-to-consumer, from the United States, the mobile Internet is China standing in front, we are not likely to lead the world trend?

Zeng Liqing: We have also discussed this issue, I think if the market environment outside supervision, the United States and China basically the same, I think the biggest market can produce the best talent. China has a large population, just like a decade ago, 20 years ago, it could not imagine Huawei, now there is Huawei, the internet has Tencent. American internet companies are earlier than us, because the Internet developed earlier than us, now China Mobile Internet development than in Europe and the United States earlier, with the largest market space, the best companies how to lead the world, I think still need a certain amount of time, and the external environment to be basically the same.

Xu Guoxiang: It seems more difficult. I very much agree with the general point of view, mobile Internet and PC Internet is not the same, and the real economy closely combined with the mobile industry, China so much foundation, I am still very optimistic about the development of mobile internet in China, but many lead the opportunity and lead the model need to explore.

Gao Xiang: China and developed countries in the mobile internet this piece, the distance is close, of course, but also to catch up, not so quick to say catch up with others. In terms of our investment, in the past two or three years, we have invested more companies in overseas markets than before, and these companies have achieved some success, for example, our investment in overseas corporate DS has been listed in Hong Kong, and we have invested in several game companies based in the overseas mobile gaming market.

The U.S. business environment is better than China, you can try to do something in the overseas market when you are dealing with, so I think the gap is narrowing.

Moderator: Finally, we use 30 seconds to sell ads.

Xu Guoxiang: We are the Internet development users, service users, discover the value of the company, we hope to work together with you.

Zeng Liqing: You're a good one, you'll get our money.

Zhou Juan: I want to be in the mobile internet this piece, hope everybody uses 56 video tool end to record your life.

Gao Xiang: No matter what stage, no matter what is done, it is possible to get the money here.

Zheng Nan yan: Mobile internet will make a significant change in the traditional service industry, all of these companies will bring greater opportunities.

Moderator (Zhu Bo): We do in Guangzhou incubator, if entrepreneurs have entrepreneurial intent can come to us, thank you.