"Technology revival" era, let BAT finally towards the three-polar differentiation

Wuzhen World Internet Conference is the official endorsement of the "Huashan of the Sword." The Giants on the stage to describe their vision of the future, from China's three richest "two horses and one Lee" speech can be seen three of the positioning has become increasingly poor alienation, not so parallel.

I. 4.0 the Industrial Revolution started the era of "technological revival"

China's 2014-listed internet giants are concentrated in the electric business sector, Ali, Jingdong and Poly-Mei. Although Ali has become the world's largest electric company, O2O and other new concepts in China has been hot, some people said that China with demographic dividend in the mobile internet business has come to the front, but the future of technology is too pale.

When people in Taobao buy and sell cheap goods, for the retail consumption era and complacent, far away in the European and American mainstream have been vigorously advancing the Industrial Revolution 4.0, intelligent Hardware development is in full swing, mobile internet is now not the hot focus of the spotlight. "With Alibaba's listing, China's internet circulation, consumption, retail, communication industry, the climax has arrived, it is almost over." Cai, chairman of Deutsche Bank's Asia-Pacific investment banking unit, said in an external speech that when the "non-reform dividend" was exhausted, Chinese companies should reflect on how they could catch up with the emerging wave of the 4.0 Industrial Revolution.

The Industrial Revolution 4.0 elaborated, following the steam engine application, the large-scale production and the electronic information technology and so on three times after the Industrial revolution, humanity will usher in the Information Physics Fusion System (CPS) as the foundation, the production highly digitized, the network, the machine self-organization as the mark fourth times the Industrial Revolution. "Industrial 4.0" that is, intelligent production, that is, the full use of the Internet and 3D printing, networking, intelligent manufacturing and composite materials, such as new technology, with large data, artificial intelligence and other technologies, will produce raw materials, intelligent factories, logistics and distribution, consumers are all woven together.

When industry 4.0 arrives, consumers no longer need electronic channels such as Taobao, but direct contact with manufacturers to get cheaper goods.

After the mobile internet matures, the Internet and the traditional industry fully integrated, online and offline integration, information technology and biotechnology, energy technology, automation technology across the border, internet-based central and sharing of the economy has become increasingly mainstream. "Artificial Intelligence" rapid development, the machine has the ability to learn people will continue to replace the human task, thinking, post ...

As Raymond Kuzwer, author of The Singularity Approach, describes, the world will soon usher in a "singularity" in which the human brain is connected to the cloud, the machine transcends human beings, and new biotechnology gives humanity the ability to live forever. A big wave of emerging technologies is rising in a number of ways, and technology is changing the world once again, after steam turbines, electricity and information technology.

Second, bat from the past omnipotent to differentiation, towards the three-polar polarization

In the Titanium media published article "from the giant expansion path to see Internet services: There's a center, no boundaries, before my view is that the bat is infiltrating its territory, and three of the single business-oriented internet companies, with their well-defined properties, are turning into omnipotent, every integrated Internet entity that has access to the field, The next three will be in the business, investment, talent and other aspects of the fierce confrontation, their business has no boundaries.

A year later, bat in their own development has intentionally or unintentionally affixed himself to a distinctive label. Although many of the things we do today are very similar, such as the combination of traditional industries, such as crazy investment mergers and acquisitions, such as shouting "connections", such as the layout of internet finance, big data, smart hardware and other possible new business, but they have made a completely different future for themselves.

Baidu: Technology Tag betting Artificial intelligence era

The biggest mention of Mr. Li at the Wu Town Summit was technological innovation.

Robin Li thinks this is a magical time, just like the Einstein era of more than 90 young physicists, the whole world was enlightened. Now is the internet age, to Baidu this kind of volume of business opportunities. Baidu in many opportunities to choose in the future-oriented technology up and down, especially artificial intelligence, large data technology. Of course, technology investment is never as significant as trading. While Baidu's billions of technology investments are not necessarily rewarded immediately, the focus of attention in a short period of time tends to underestimate the changes that technology brings to society and the speed with which technology develops, such as genetic sequencing. "The accumulation of technology is from quantitative to qualitative change process, the process of quantitative change if we ignore, then the qualitative change process, will be beaten unprepared." ”

Both from Robin Li's speech to what Baidu is doing and saying, technology is the main focus of its efforts and a big tag. Artificial intelligence as the core of the new technology investment, so that Baidu at the arrival of the singularity more advantages. Industrial 4.0 requires intelligent manufacturing, mining user needs through large data, smart hardware requires cloud computing and machine learning capabilities, post-Mobile internet era needs lbs to map the physical world ... All these are the advantages of Baidu. As Li stressed in the World Internet Conference, Baidu's technology investment in the future is not only to allow Baidu to benefit from it, more is the hope that all mankind, the whole society to benefit from the development of technology.

If the technology revival mentioned above is true, and the singularity of the intelligent age is coming, then Baidu is betting on the treasure--deep in technology, strong technical ideas, which seems to have put it on the vanguard of the industry in some way.

And Baidu now has to do is, after a few decades to verify the correctness of the road, but also can be strong, not for the outside of the noise. After all, this time we all have to live in the present.

Tencent: Link tags weaken social and entertainment attributes

Tencent is essentially a social company--so it tends to be Facebook. But its core business model is entertainment, especially interactive entertainment, which is value-added and advertising. Now that the world is on the verge of a technological revival and entering the post-mobile internet era, Tencent is naturally unwilling to be a recreational or social company.

The concept of "connector" was explicitly presented in Ma's speech for the first time. After connecting people and people, Tencent tries to connect people and objects, objects and objects, people and services, such as some micro-credit public platform to connect people and services.

Baidu Strong in connecting people and services, connect the traditional industry and the Internet, Ali in the connection between merchants and consumers, and Tencent's core ability may still be connected to the people themselves, this is its most powerful moat, if all of its business is around the chain of social relations, the future Baidu, Ali tried any new business, Tencent still has the opportunity to enter.

Ali: Trade Labels live in the present and try to make money

Ma and Li talked about a lot of the future, the 40-minute speech is diametrically opposed, not talk about the future, but gave everyone loved some "dry goods", such as how enterprises should be successful, entrepreneurs how to make money. There is no doubt that Ma Yun is the best talker and knows what people like to hear. But relatively, still less romantic, a bit more realistic.

Mr Ma's many ideas are at odds with Robin Li. Ma Yun thought should be very concerned about "customer use products", "We do any products and services, we have to ask a question, your customers have no use?" "If you follow this logic, it is unlikely that Baidu will invest heavily in new technologies that are not yet popular, temporarily difficult to produce, and commercialize." After all, Mr Ma is a businessman, and the shadow of the engineer behind horse and Robin Li is still there.

Ali is the most profitable Internet enterprise, through a series of investment and mergers and acquisitions rapid remedial lessons, eventually become the current market capitalisation of the largest Chinese internet companies. It is Ali's core task to solve the problem of integrity and reconstruct commercial civilization. If all of China's Internet is directed at retail consumption, embrace the purchase of cheap, convenience and other mentality, so that our future will be a crisis, of course, I do not deny it here, but after this step in the past, the Chinese giants should see and pursue a more long-term survival. From Ali's point of view, as for the artificial intelligence and other new technologies, few foreign mention, compared to the "big event" of making money, these technologies are too far away, need full patience, not its "interest."

Across the globe, different tech companies have a completely different attitude towards the future. Google is more willing to look into the future of intelligence, and Larry page has always defined Google as an AI company; Amazon has taken a step forward in smart warehouses, unmanned aircraft delivery, and predictive shipping technology, and Apple is constantly innovating its products. The three major technology companies have a common label, that is, the high emphasis on technological innovation. With the advent of technological revival, there will be more "harvests" for companies that are prepared early.

(Responsible editor: Mengyishan)