The biggest enemy is myself

I've been in this business for almost 20 years now. Have you ever noticed that in recent years, many companies have rapidly risen and fallen, and you do not want to see some of the companies that look fabulous today, At the beginning, you may see these companies fall rapidly after two or three years. I do not want the 360 ​​is such a company, I hope 360 ​​can continue to clearly aware of their own problems, so as to continue to progress in order to continue to continue the cause.

We have to face an undeniable fact that wireless Internet today is not a trend, but rather an ongoing one. Today, the company still has a lot of business. Everyone feels that they have done well. Most people can not see the future. They will only see today's good. However, from today's good, see the challenges we face in the future, this is the most important.

The traditional PC Internet has become the past when completed, and even today the mobile phone as the core of the mobile Internet may not represent the future. We sent some representatives to CES and CES pointed out what the future of 5-10 years will be. It's a combination of wearable, smart hardware, smart home, the Internet, and cars and other devices, all we can see in the future is cars, fridges, color TVs, small outlets, bulbs, Everything can turn into a smart device, and it's connected to the internet all the time. The Internet becomes part of your body. Many smart devices become organs of your body.

So, are we ready for this future? I would like to ask everyone this question, and I also hope that all of you will think seriously.

To tell the truth, 360 started out from a humble security software, can do today to such a scale, I am also very grateful to our team, I am also very proud of everyone. But we can not lie forever on this past success. Wireless Internet in development, this year is the first year of 4G, 4G will rapidly spread, Wifi hot spots will be more and more, these changes now the Internet pattern. In this case, we have to see the reality that the advantage of the 360-owned PC on our mobile products will be weakened.

Dinosaurs die in their own hands

Today, a start-up may not have our strength, but its biggest advantage is that there is no historical burden, you can focus on the wireless, all products are born for wireless design, he did not need to consider the traditional user base.

Although we look at more than 4,000 people, we have a lot of past businesses that supported the company's growth today, supported the company's revenue today, and we have promised our customers PC security so we had to spend a lot of energy On the traditional PC business. However, we are faced with even greater challenges. How can we build a new team and how can we bring together more powerful forces and do what belongs to the future?

Why do so many big companies face a strategic turning point and are eliminated when the industry changes? It is not because they are not working hard, they are not smart enough and have no money, precisely because they have succeeded in turning them into successes Extraordinarily heavy burdens and even existing experience can bind their thinking. So, I say that the dead dinosaur is not dead in the opponent's hand, is dead in his own hand.

We are facing the situation today, what Tencent, Baidu, frankly, although the market is very competitive, I am not afraid of any competitors, I also never think competitors have the ability to kill us. Historically, no enterprise has been killed by others. Enterprises are dead at a turning point. They can not face the transformation and can not restart quickly.

Wireless Internet era, people do not understand what to do

What kind of company will fail? Can not keep up with the trend, run counter to the trend of the company will fail. We all teams, all colleagues, you have to think about it, in such a new era of wireless Internet, not only the mobile phone is one of the wireless Internet devices, the future of a variety of smart devices, wearable devices will become the Internet How can we successfully transfer our original user base to a new battlefield? More importantly, how can we be able to understand the new game rules in the new battlefield and establish a new way of obtaining users? If We still regard ourselves as one of the few strongholds of a traditional PC Internet. We can not quickly realize this transformation mentally. This can be a big problem.

In the PC era, we can make some achievements, because of good luck. When we are doing security, some people compete with us? In fact, the traditional Internet companies do not understand why the 360 ​​security, so 360 years to give the time to grow. Our competitors are traditional anti-virus vendors who completely do not understand the Internet. We use the internet to fight traditional anti-virus vendors and completely reduce their dimensions. When the millet is blowing loudly, I also say that Xiaomi has done a good job with it. But the truth is that for a long time, there is no competitor. Because everyone can not understand what he is doing, it is luck.

But today, can we continue this kind of luck again? Today, we do security on the mobile phone, I can tell you very frankly, the biggest difference is that no one can understand 360 in the PC strategy, so to Our time to complete the strategy. Today, whether it is Baidu, Tencent, their strategy this year is to fully follow and imitate 360 ​​security strategy. In today's mobile Internet, we have not had the advantage of the past, we are facing competitors are the giants in the Internet, they study security today, the security strategy on the height of national defense. We do safety is to be China and the world's largest security company, they do the safety goal is to get rid of 360. Therefore, the current security market is extremely competitive, we are far from the mobile phone market so far ahead of the PC, a very important reason is that opponents will not give you enough time to develop.

The giant is not a paper tiger

More importantly, over the past few years, the 360 ​​has challenged the giants' monopoly on the one hand, brought a lot of fresh feeling to the industry and successfully changed the industry, but everything is divided into two parts From another perspective, we have to face up to the fact that we have actually awakened the giant and given them a huge boost. We make them more wolves and we make them move faster. When they really play their own advantages, you will find the giant is not a tiger, not vulnerable, they have their advantages, after all, the product.

For the simplest example, weChat is not only getting a ticket to Tencent but it is now Tencent's Noah's Ark. Tencent had no wireless strategy, but with WeChat, we began to bundle various products with WeChat in the core of WeChat.

Do not say that we see Alibaba's Ma, has been very happy to retire, and Alibaba to be listed, is a 100 billion dollar company, Taobao and Alipay in the annual double eleven Shopping Festival can be achieved very good Grades, you can see why they face the micro-channel becomes so nervous, or even push at all costs to go because WeChat is not like other Internet vendors do ordinary products, it takes up the communication needs, when hundreds of millions of users are In use, he became a new platform, a new entrance, and it took up quite a lot of time for the user.

We are not afraid of any competition, nor fear of these opponents, 360 has always been with these Internet giants have been fighting, but strategically defy the enemy tactically should attach importance to the enemy. In the face of such a competitive situation, we think about what our choice? Our original play that there are still advantages?

There will be more "3Q war"

Today's situation is even worse than the 3Q war. Today we have two products on the wireless, temporarily leading. Can you keep this lead, can you widen the gap with competitors? If we do not do well, we will be the opponents go-ahead.

Times have changed, we can no longer hope that the opponent is stupid, in fact the opponent has been very clear about our strategy, our number compared with the opponent, the financial strength of the opponent, the management of bandwidth compared with the opponent, in fact, are Very limited.

Although strategically we can despise them, but tactually need to wake up, if we play the same rules of the game on the wireless Internet, playing the same strategy, we are spending the same amount with them, spelling money, fight tied , We are not dominant. So, I would like to ask you one question, what products can we make and become a product that can own hundreds of millions of users? I think this is the greatest challenge for all of us. It is also something that every team should consider. This may be your chance. See if you can do it.

I would like to add that the largest difference between wireless internet and PC Internet is that the screen of the mobile phone is small. The user is very disgusted with frequent pop-ups and the clicking effect on the mobile phone is also very poor, and the effect of this software recommendation is relatively poor . So, today even if you have several APP users, if we always dream of being a product, we should rely on others to bring along the amount of money when we are rich and have two generations. This idea will become more and more The more unrealistic.

In the future of the wireless Internet, our game rules is not able to continue to play, this is another question I hope you ponder.

Restart

Recently, I have also taken the time to reflect and think. I think we are now at a turning point. The world has changed, the industry has changed, the user's expectations and habits have changed. The Earth has experienced several major biological extinctions, whether it is warming or cold, whether it is volcanic eruptions, or asteroid impact, the last animal to live is not the biggest, most ferocious, but the most able to adapt to change .

How do we change? How do we do not Out? How can we not lying on the past little bit of performance, always stand now look past, always discuss the past? How can we become a company with the future?

So, this time, the human resources department asked me what kind of theme the annual meeting will be. I said two words: one is restart, English is called reboot, and one is breakthrough. We are safe, the computer runs for a long time no matter how to do, will slow down, you must be restarted by a certain time. Why did I use a very negative term called Breakthrough? In fact, I said that today's breakthrough is not a breakthrough Baidu, Tencent these few trying to build alliances, but how to break through the burden from our past. How can we not talk about the glory of our ancestors since 2014? To tell the truth, especially in 2013, I sometimes do not like to talk because I talk about free antivirus. What is the year? We have done something very innovative, Others can not do it, but we said 6-7 years, we still have to go on? You say these things users react, have a feeling? We just out of courtesy and respect for you, you are free antivirus in China Founder, founder, but what is the concern of today's users?

Stock is a game that can and can be a digital game. There is no company whose stock price can rise forever. What is behind it? Is it what investors expect from you and what are your expectations? Not just you How much money you make today, and most importantly, whether you have a future or not, and whether innovation will support your future growth.

So, the theme of this year's conference is a bit heavier than everyone's desire for entertainment, but I think we can sit in here for the next five or ten years to celebrate our achievements, We can win the future of a wireless internet and the next smart device Internet, and I think we can recognize everything from top to bottom, including every one of our regular employees, including our leaders from each team, including our cadres Really think about the challenges we face today. The biggest enemy I think is ourselves.