VCs favor Big data startups emerging markets blue ocean is exploring

"The essence of the world is data," Victor Maire-Schoenberg, the prophet of the great data age. However, in the vast ocean of large data, we have to acknowledge the fact that the level of human technology has not yet reached the point where it is arbitrary to dispose of all data.

Zhao, technical director of the large Data processing center of Suzhou Institute of Tsinghua University, and the technical director of Poly Yunhaohai (Suzhou) Information Technology Co., Ltd. bluntly, the big data that surges every day is a problem, not a resource that generates value, until the pace of information technology is not followed. "Traditional information technology architectures have been unable to deal with large data problems and need modern cloud computing tools and technologies to solve big data problems," Zhao wrote in his forthcoming book, "Architecture Big data-large data technology analysis". "There is no disputing that the big data is for me, and the need to deal with the data has spawned a group of startups, and the popularity of wind investment has helped push the growth rate."

Securities Daily: Why is it that the explosion of large data is a thorny issue in the process of information development? What's the point of building a big data platform?

Zhao: Information technology for human into the intelligent society opened the door, led the Internet, things networking, E-commerce, modern logistics, network finance and other modern services development, and gave birth to the car networking, smart grid, new energy, intelligent transportation, intelligent City, high-end equipment manufacturing and other emerging industries. Modern information technology is becoming the engine of operation and development in all walks of life. But the engine is facing a huge test of big data. A variety of business data is in the form of geometric progression, its format, collection, storage, retrieval, analysis, application and many other problems can no longer be solved with the traditional information processing technology, the realization of human Digital Society, Network Society and Intelligent Society has brought great obstacles. In practice, some local governments and enterprises and institutions generally will be collected data selected for a period of time or abnormal data for partial storage, or simply do not store.

The bottlenecks of large data outbreaks need to be addressed by modern cloud computing techniques and technologies. Cloud computing and large data are complementary, dialectical unity of the relationship, cloud computing, the wide use of Internet technology is our vision, and the explosion of large data is a difficult problem in the development. The breakthrough of large data technology can not only solve the practical difficulties, but also promote the cloud computing, the technology of Internet of things and the real landing and further application.

Because cloud computing does not really fall, there are now many islands of information in various industries and institutions. There are a lot of companies focused on large data applications, but the basic level of the data collection, storage, calculation, analysis and display business less, if only from the application level, the basic data is difficult to achieve interoperability, which requires a number of platform-type architecture to correlate data. For example, to build a smart city, it is necessary to cross departments, cross-industry data sharing interaction, which needs to start from a large data platform and interface. After the platform is set up, then selectively apply.

Securities Daily: The multidimensional value of data in the large data age is being gradually discovered, and the size of the entire market will be unimaginable.

Zhao: Yes, 2012 is called the Big data year, the big data market is in the blowout development stage, the world Big Data market value will be as high as tens of billions of dollars in the next five years. At the beginning of 2012, the total revenue of large data-related software, hardware and services was only about 5 billion dollars. But along with the enterprise to the big data value understanding and the related product technology and the application pattern unceasing maturity, the big data related industry and the service will obtain the significant development, the big data will gradually fall to the ground, and in the next few years maintains the astonishing growth rate. Because the traditional information means and technology are in urgent need of transformation and upgrading, the big data market is in fact cloud computing in various fields and industry application market, so the comprehensive market scale in recent years will reach hundreds of billions of dollars of magnitude.

Securities Daily: What is the situation of a company that uses a data platform to discover economic value at home and abroad?

Zhao: This kind of domestic start-up companies are still in the beginning, foreign countries have some good operations to do data services business. In Seattle's BlueKai, for example, it builds a data management platform (DMP) to help users organize and analyze data, as well as to set up data interchange centers that connect the data requirements at both ends.

Securities Daily: Capital's sense of smell is always very sensitive, all can produce value places always see the figure of capital. Please give a brief introduction to domestic and foreign large data field of entrepreneurial companies and venture capital trends?

Zhao: The popularization of large data concept, also led to the capital market for large data technology start-ups of high concern, a number of foreign top VCs and early investment institutions are favored by large data industry.

On the other hand, the big data problems come out, the Internet industry giants benefit from the advantages of personal belongings, can quickly provide solutions, but because they are using traditional products, there is no killer-grade new products out, but also to large data start-ups provide opportunities. It can be said that from the data collection, storage, analysis, up to the top of the data display, at each level, there are opportunities for large data start-ups to explore, but also for the capital to provide a good investment target.

For example, Accel, a venture capital firm, has set up a fund of up to $100 million for the industry, and Splunk, a big data analyst, Rose 109% on Nasdaq, while other big data software providers such as MAPR, 10Gen, DataStax has recently completed tens of millions of dollars of funding.

At home, the Internet industry has become increasingly vocal in "going IoE" (IoE is IBM, Oracle, EMC, or, more specifically, a combination of IBM minicomputer, Oracle databases and EMC storage devices, which form a complete commercial database system from software to hardware), A lot of big data startups are itching to come up with a batch of big data analysis, mining, display, advertising startups. Our Tsinghua large data processing center in the early days of the establishment of the four companies interested in the selection of VCs, recently we also in the wisdom of education, intelligent tourism, car networking and other aspects of exerting force, is attracting a new round of financing. The new generation of information technology, which is led by cloud computing and large data, can bring the innovation of mode, content and path in every field, and will form the blue ocean of many emerging markets. (www.ccstock.cn)