The choice of the internet medium Company: Independent development or Waterfront tycoon

There will not be a second country in the world except the United States. Like China, the Internet can be seen as an entertainment circle: there is an anonymous material explosion similar to "insiders" and "an investor", enough for the entire circle to consume. Of course, it also shows that the industry is in a far-reaching sensitive period, and someone has touched a few dominoes in front of it. For example, has been identified by Alibaba shares Sina Weibo, Gould, previously gossip-ridden UC. Recently, the gossip is Sogou, after two years after the relationship with 360. Wang Xiaoquan's response was "ambiguous" and set aside many bridges. There is no doubt that these medium-sized Internet companies, which have a certain volume but have not completed the "Rite of Passage" of the IPO, have become the decisive "variable" in China's internet industry-a pressure they must bear, whether reluctantly or not. A listed enterprise executives have said that in fact, the company's management pressure is the largest, with "shoes" giants desperately, but also beware of "barefoot" start-up companies, all day have to burn. In fact, this is a bit exaggerated. These companies can be regarded as the domestic Internet quality assets, even if the choice of "alongside the rich", also be married into the Giants. However, if the analysis of these variables of the current optimal choice, it is true that someone is determined not to sell, someone is to go to the bowl, such as Sogou. There are three criteria for judging: main gene, mobile layout and service derivative ability. The main gene is a company's core competitiveness-when you think of the company, you can immediately jump to a prefix, such as search-Baidu, instant messaging-Tencent, electric business-Alibaba. For a company, the main gene in the market penetration, that is, the status of the river, representing their defense against the Giants attack the last line of defense, even this line of defense can not keep, do not talk about what independent development. According to this logic, regardless of the 360 mergers and acquisitions of true and false, Sogou as a "pawn" image has been deeply rooted-the company does not have a strategic level of business (search, browser) in the industry to occupy an absolute advantage, the core competitiveness. The strongest brand of input method is trapped in the product form, the flow of the ability to import far less than the Security Guardian class client, given the browser and search engine support of course, lost to 360. In fact, you can not give Sogou company a prefix, although it is often "total user" advertised itself as China's fourth largest internet company, but Sogou's core competitiveness is what? Input？ Browser？ Search? It seems to be all right, but none of them is in line. In China's Internet domain, where the Matthew effect is obvious, the prospect of similar companies is really just the value of strategic mergers and acquisitions. In this regard, the other companies are more optimistic than Sogou: Sina Weibo, UC, the gold map, the public comments, or even 91, when at least mentioned, you can at the first time think of their respective core products and functions-the main gene is very dominant, and high permeability, the establishment of high enough competition barriers. The importance of moving the layoutSex without too much explanation, the development of PC Internet has entered a smooth period of success, unless there are mergers and acquisitions, the pattern is difficult to make a big difference. Mobile Internet as a whole is still in a fog, the commercial value is not fully reflected, but which companies dare not enter, is tantamount to give up the future. In the mobile end, Sogou first broken the product or Input method, the monthly active users have more than 100 million, but this product imagination space, as well as other business driven are very limited, sogou on the PC side of the situation has proved this point. And put aside the input method, Sogou into the mobile internet time is very late, the overall product matrix, such as number pass, map, mobile browser, Sogou voice assistant, are in 2012 after entering the market-Wang Xiaoquan in this period of frequent media interviews, but also talking about mobile internet prospects, In fact, the outside has already been to the world: Communication Management has 360, the map has Baidu Gao Tak, mobile phone browser has UC, can say these areas are difficult to become Sogou's strategic breakthrough. Voice Assistant is indeed Sogou can rely on a point, theoretically this is a fairly advanced product form, if you can establish brand barriers, combined with the back end Sogou other "number two three" products over the years data accumulation, there is a chance to save the tide. However, in view of Baidu and other giants almost in the same period of focus on this product, and mobile Internet as a whole of the commercial fog is still unclear, for Sogou, in the short term can not produce a good story of a separate listing. At this point with the Sogou contrast is a distinct UC, because he has been doing mobile internet products for many years, the work of the industrial chain is very deep, the mobile internet gene is very bright, and Sina Weibo's social product shape determines its natural cross-platform genes, as long as the user relationship and data exchange, Moving to the mobile end is a matter of course. Services derived from the current industrial environment, to do an independent development of high-quality companies, the main gene infiltration and mobile layout is 2 basic premise, the real test is the service derivative ability. I didn't think there was any better way to describe this: the derivative ability can refer to the platform of the third party application, or it can refer to the springboard of another business, or even the ability under the connecting line. The biggest feature of the internet is change, a successful internet company to be able to according to users and market changes, and constantly hatching new business, or even new business to replace the old business, like micro-letter instead of QQ, the realization of self revolution. The front 2 tickets are not counted to get, sogou in this close situation is even more difficult. The input method's product shape determines that it cannot carry any business and change at all. You can say that voice assistant is a mobile product with a lot of imagination, but user habits are still a mishap, after all, even Apple Siri failed to solve the problem. Without users, other derivative capabilities are empty talk. In contrast, UC and Sina Weibo because of product shape, the road is going to be a lot better. Browser product form is a platform to undertake a variety of network services. PC 360, mobile end of UCSmoothly from the tool transition to the platform stage, effectively hatching the application distribution, information browsing, mobile games and other branch platforms, and began to commercialize share revenue. Sina Weibo is still the most powerful social media in the country (micro-mail is a communications product, weak media). Although there is no conspicuous outcome at the end of the platform and commercialization, Sina, with its 500 million users and social-networking links, has enough user stickiness, has time to try it again, and becomes a qualified service derivative platform. After all, the most popular concept of an open platform is first to be born on a social platform. This is what I think is able to independently develop the company's three standards, indispensable. In fact, these three standards can not only be used to judge the Sogou, but also the public comments, gold, 91 and other companies, the future is to insist on independence or alongside the rich, the comparison of a glance.