Three development trends and investment directions in the age of large data

1993 "New Yorker" published a cartoon: "On the internet, no one knows you are a dog." It is said that author Peter Steinach earned more than 50,000 dollars for reprinting the comic. He paid close attention to some experts on Internet sociology and even worried about the social problems caused by the "computer-opposite-sex costume". Gays and pedophiles, for example, may be able to use the Internet.

20 years after the great changes in the Internet, mobile interconnection, social networking, E-commerce has greatly expanded the boundaries of the Internet and application areas. We enjoy the convenience at the same time, but also contribute their own "whereabouts." Now the Internet not only know that the opposite is a dog, but also know what kind of food the dog likes, what time to go out stroll, what time to sleep. We have to accept the fact that everyone will be transparent when the Internet enters a large data age. In the physical world, many behaviors are "people like Chou-hung have letters, things like a dream without trace." But on the internet is "everywhere traces everywhere." Any action is a precursor. To buy goods, must first browse, contrast, inquiry, to engage in activities, must first collection, discussion, planning; The internet is precisely the retention of a large number of precursor data, through the collection and analysis of these data, Internet enterprises have the ability to pre-contract the physical world, human future behavior. The fascination of large data technology is the ability to collect and analyze the vast array of data and to quickly capture information that affects the future. In fact, large data sources are very wide, the sky satellite, the ground car, buried in the soil of various sensors, all the times in generating a lot of data. If these data are utilized comprehensively, the social and economic value generated will be incalculable.

The first report, "The age of the big Data", was used as the title of the term because big data is the first technology in history to predict human short-term behavior. The uncertainty of the future is one of the root causes of human fear, and it is also the most headache problem of various organizations. Large data technology allows us to see a glimmer of hope in solving the future prediction problem.

"At the beginning of 08, the total number of buyers in the Alibaba platform declined sharply, and European and American purchases in China declined." The customs are selling the goods and getting the data after going out, and we infer from the inquiry that the World trade has changed in six months ' time. "Generally speaking, buyers will compare the products of many suppliers before they buy the goods, which is reflected in the Alibaba website Statistics, that is, the number of clicks and the number of clicks will keep a relative value." Statistics of the history of all buyers, sellers of inquiries and transactions of data, can form the inquiry index and turnover index. These two indices are strongly correlated. The inquiry index is precursory, the early inquiry index is active, will guarantee the later certain turnover. So when Mr Ma observes the unusual decline in the inquiry index, it is natural to speculate on the shrinkage of future turnover. Such statistics and analysis, if the lack of large data technology support, is difficult to complete. This incident, Ma Yun called in advance to help thousands of small and medium-sized manufacturers to prepare winter food, thereby winning a high reputation.

The driving force for the popularization of large data technology in various industries comes from the need of enterprises to improve their operating level and improve their operating efficiency. For a long time, the biggest problem for the enterprise is "how to know his customers better". When Sony's founder explained the root cause of Sony's decline, he said a sobering remark: "The core competency of a new generation of internet-based DNA companies is to make use of newer models and technologies to get closer to consumers, to understand demand, to analyze information efficiently and to make a decision, All traditional product companies can only be subordinated to this new user platform-level company, whose decline is not managed to reverse. The charm of the internet is ' the power of the ' low '.

This sentence has two levels of meaning. First, the root cause of the decline of traditional enterprises is that it is difficult to close to consumers, it is difficult to understand the real needs of consumers. Second, the Internet company's strengths are just natural close to consumers, understand consumers. The traditional enterprise must graft the Internet enterprise's DNA, otherwise will become the Internet enterprise's dependency.

This round of change, is related to the fate of the vast majority of enterprises. Can see, with large data this angle of view, can observe the rise and fall of enterprise. First, do not care about large data, do not understand. Will follow in the footsteps of Sony; second, companies with lots of data and good use will win the future. Times have changed, the standard of judging the value of the enterprise and the standard of the software value have changed.

Our standard for determining the value of software is the size and activity of the data it assists in managing.

The standard for us to judge the value of a company is the size, activity, and ability to collect and use data.

(Responsible editor: The good of the Legacy)