Two big internet giants switch "Duel"

BAT three strong original things are not the same, each has various fields, non-interference, now increasingly blurred, has begun to invade each other's positions, erosion, occupation. This will be the theme of China's internet in the 2014.

Now two hundreds of billions of dollars in the market value of the company, Ali and Tencent, is such a situation, mutual occupation. Master Chess, pay attention to layout, Tencent company to take a stroke, and Ali is step-by-step.

As we all know, game revenue occupies half of Tencent, or even higher. Now, Ali company also announced the hand to travel platform strategy, is undoubtedly a announcement to Tencent. Tencent business model, SNS is the foundation, the game is the relationship of the converter. Micro-letter commercialization from the beginning of 5.0, the landmark event is to hit the aircraft, micro-letter, hand Q, etc. are all in full tilt to do hand tour. Ali hands-pushing platform strategy, aimed at sniping Tencent future revenue center.

Tencent is a game platform, but also do their own games, but people always have to be near and far, Tencent's resources will inevitably first tilt to their home game, so, Ali himself will not do hand tour, or the old way, do platform. As a platform, Tencent is the referee and athletes dual identity, Ali is not, only to provide platform base-bandwidth, server and other development services, Ali has Aliyun, the channel is the mobile phone Taobao, as to pay, Alipay still lead Tencent Tenpay several Dan, this play ecosystem and platform aspects of Ali is familiar.

For example, Tencent game is very strict, some people say, the largest proportion is 9:1, a game Tencent take 90% of the revenue, the rest is for developers. Tencent's advantage in the field of the game, it can be seen, because of the PC era, QQ traffic, Baidu, Ali when a busy search, a busy electric business, no time checks and balances. However, the mobile era, Tencent micro-letter users 700 million, trying to meddle in all business covering the Internet, as a counterattack, Ali, Baidu will resist, kill into the game, participate in checks and balances. Ali proposed a split-share ratio, 2:7:1, is very attractive to developers, developers take 70%, Ali take 20% as operating costs covered, the remaining 10% will be used to support rural children's education development.

Ali Hand Tour platform strategy subtext, very simple: Tencent make money black, regardless of and developers, Ali's game platform to the developer, but also to pay attention to social welfare. In other words, Ali's hand tour platform, we can not make money, the goal is to crack down on Tencent's core business.

This is Ali group's consistent approach, the mass line, Ant Xiong, aloft high fight. Market nonsense war, not moral, is the interests of the struggle, but for thousands of years, the war must have a famous.

Ali hands-pushing platform strategy, a great loss of 800, hurt the enemy 1000 of the resolute. This is the Revenge of Tencent's Jedi counterattack, micro-letter commercialization, frequent movements, although Tencent power is weak, but micro-credit payment is a great opportunity to exert O2O. From the strategy of micro-credit commercialization, Tencent's micro-trust is very clear: micro-letter to push the electricity business, electricity dealers do not make money, micro-letter payment fees.

Although Chu three households, dead Qin Bizu, Taobao split into a business group, it is still one of the largest flow platform, its account system and QQ, micro-letter are the same order of magnitude, Taobao can play platform does not make money, it proceeds from the transaction, this is the Tencent electric power is difficult to erode.

Tencent on the surface is pushing micro-trust, is actually pushing micro-letter payment, this is called concerned, sneak. and Ali hand Tour platform strategy, is Tian Bogey horse racing, Ali under Sibo to Tencent on Sibo.

Ali and Tencent are in the dimensionality of competition, dislocation hit. In short, two companies are "besieging".

Tencent and Ali competition, beginning in 2013, micro-letter day Arch A pawn, the offensive. Micro-letter, hand Q are high-frequency applications, a large number of users, and, more important, Tencent's business complex, Ali concentrated in the transaction, and Tencent business in the security, browser, distribution, play a variety of fields are involved. On armed, Tencent advantage above.

Of course, last October, Ali launched mobile social products, is a watershed in this game, it marks the beginning of the Ali Counterattack, Ali hand platform strategy launched, can be regarded as Ali Company's Normandy landing-to kill into Tencent's hinterland, impact on its core business.

Quite dramatic story is, Ali hand tour platform in Ali Digital Entertainment Enterprise Group, responsible for the general manager is Liu Chunning. Ma's love, former Tencent video general manager.

At the double male game, also let a company have grabs capital, the so-called, the war all need maneuvers. Brand merchants in Taobao, cat outside the sky, can also do their own public number, and game companies, you can not kneel under the shadow of Tencent. This is the charm of checks and balances, there is competition, small companies have a better way out, monopolies, line overbearing, there is competition, external pressure, to force the big companies to do kingly. Touch-control technology Chenhao Zhi repeatedly criticized Tencent's cottage and power rules, I believe that this situation, will be less in the future.

At the double-male game, Leng, in fact, there are many interesting lace pleasures. For example, Ali shares 360 of the rumors, such as Beijing-east and Tencent to talk about cooperation, Tencent or buy a stake in the Beijing-East News, we reported that the company's investment department, Tencent quickly rumor. However, Tencent Strategy department, Independent Electric business analyst Li Chengdong in Micro Bo said, "If the Penguin stake in Jingdong 10%, East elder brother What do you think will affect?" Not too much impact on Tencent, Jingdong IPO valuation can increase at least 30%, Ali listed at least 10% lower valuation ...

Rumors behind the interest-driven, Ali and Tencent game, so that the investment community, the internet has some blood spray Zhang's madness. Competition may win, such as the 3Q war there will be no losers, but also will dogs, Yuwengdeli--bat, the most silent company, often in sharpening to suppress big strokes.

Ali hands-pushing platform, Tencent Mutual entertainment to lie on the gun, because Tencent killed to Ali is the electricity quotient and payment. Tencent Mutual Entertainment Public relations people responded that the hand tour market is big enough, just rise, we are very welcome to do hand Tour.

In a friend's manuscript, a developer said: "We do not care about yell, just want to see income, as long as the water to a certain number, no matter who the channel is the home, we will follow to the ends of the Earth, as for Tencent Black, Ma Yun has not broken his word, and we have nothing to do."

Micro-letter to do O2O, Ali pushing hands to the platform, in fact, are in the support of the merchants, so that businessmen make money is the hard truth. From this point of view, at the game, Ali-war Tencent, benefiting from small businesses. Competition is always a good thing.