Why does "now" occur and why it happens on the mobile side

Why does the Consumer-to-consumer service rise on the mobile side?

First: about the macro background. All business models in the world are essentially buying or owning people's time, which will never change. Every time there is a lot of investment or business model opportunities, it is basically "people's time to use a significant shift in the way and change." The simplest example is the time to read the newspaper to watch TV, the time to spend watching TV on the computer, the use of computer time to move to the phone.

Second: About opportunities. Basically big macro changes are meant to solve the problem of the last wave. For example, the PC to solve the best problem, if Baidu as the ultimate form of the industry, to solve the production of the field of circulation sales and advertising problems (this is a relatively general summary), mainly in E-commerce. When the allocation of time is shifted to the mobile end, a macroscopic premise is to solve the industry that has not been solved well before, that is, the service industries, tertiary industry, including cultural industries.

In fact, most of these industries provide services in the nature of individual services to individuals, which is the nature of the industry. But this involves two questions:

The first problem is that both demand and supply are not standardized and are not the same as physically accessible products.

The second problem is that the vast majority of Consumer-to-consumer services are essentially selling certain skills or expertise, or offering solutions. For example, the driver is the professional knowledge of driving skills and recognition, and generalization to all services with the service of course this also leads to more personalized or non-standard problems.

At the same time, most Consumer-to-consumer services contain two very important features.

The first feature, otherwise it is related to the "You Come to me" background; second, there are a lot of communication drivers, such as counseling, finance, law, education, selling a communication process, selling my professional skills and service itself through the communication process.

These two features give the Consumer-to-consumer service the reason to appear on the mobile side. The hardware features of our mobile devices--with location services and communication capabilities--are not on the PC's two. Under this premise, China should solve the problem of service industry will happen on the mobile side, and should start from Consumer-to-consumer.

Why does the O2O service on the mobile end start from Consumer-to-consumer first?

Why didn't we go to the O2O service first?

Because in all of these processes that build trading closures, the hardest thing is for us to put information on both the supply and demand side of it, or to be able to express its information as it information and digital information.

Take the restaurant as an example. If transactions and services are encapsulated in a full experience, the following information must be obtained in real time: How many seats in this restaurant, how many people are eating now, how many meals will be eaten, how many people are sitting on each table, how much they eat, how long each person eats, how long each person consumes, how many dishes they have, the quantity of each dish ... So that consumers can make decisions. But it is a very challenging question to make the restaurant it. That means first you have to find the restaurant owner and second you're going to sell it an intelligent POS machine that connects the transaction information to the third you want a few waiters and even the kitchen cooks to make the existing situation into it information. Its average it level determines that comparisons are not easily made into a trading closed loop.

In 10 years or so ago, because of our country's system requirements, each of our airlines have their own ticketing and seating system access to the aviation letter, so that the airline ticket information, price information into a complete it, such as the airline ticket industry made O2O is possible. Prior to 89, we had an ERP system in the cinema system, as required by the Ministry of Culture, which made it possible to book seats in cinemas in advance. It permeates the entire industry, and you can realize in the end whether I can buy this movie ticket.

The difficulty of the business-to-consumer is determined by the overall it level, and there is too much loss in the middle. Why do we have to cast Consumer-to-consumer first? The reason is very simple, for example, look at the drop of a taxi and a quick taxi on the line, for the personal use of mobile devices used in the software, if it is large enough to pry, the supply information can be easily in the personal mobile phone to be it, the demand side is the same, in this case, can be encapsulated to complete a closed loop.

There are many problems in China's service development

First, China's services are divided into unreasonable

This drive is important in China. In the vast majority of China's service industry, the development of the time is too short, the provider of the people, give him too little money.

How low? Let me give you some of the easiest examples, real estate intermediary, to the bottom of the real estate agents, probably between the 28.6–37.0, if you are a one-to-one tutor, find a body, divided into the teacher probably in percent, I translated this sentence, you spent 100 yuan tuition, But you only buy 20 dollars of teachers--this is the problem between supply and demand.

In the Foreign Service industry development time is relatively long, at least in many developed countries in the provision of individual services to individuals to tip the rules, it means that the value of personal services to the recognition is relatively high, so that means that the proportion is relatively good.

Second, China's service model is difficult to do light

Why are the two different in China and the United States why they take easy and Uber to cite examples?

In China before the easy to arrive, as anyone who uses a car, in addition to taxi service, how many people have hired taxis outside the car? I think the ratio is very low. But for the United States, in addition to taxis, in large cities there are various levels of the provision of point-to-point pick-up services, and can be single and temporary dispatch or call, its pricing range and the amount is very different, so its travel is a relatively full development, and valuable service industry.

In China you find that almost all such patterns are hard to do lightly, what is called light? The only example in China is to do light, is the drop of a taxi and a quick taxi, because the taxi this matter, in the 123-line city residents of life, your every expectation is very standardized, about what you think this car should look like, this car inside look like, the driver looks like, The driver tells you what kind of words, the driver is what level, in Beijing, Shanghai and so on are different, and the driver think this passenger is what kind of, the average day amount of pull to how much, all things are almost standardized. In this case, a connection tool to improve efficiency, to solve the problem of standardized services, obviously also can improve efficiency.

In China and the US, in this type of business model, there are two kinds of the United States in the business model of reshaping the service industry, and almost one in China. The question for China is whether infrastructure and service providers are sufficiently standardised, and whether buyers and sellers expect enough consistency. Almost all of our O2O in China are encapsulating services, reshaping the entire service process in a user-friendly way, and not having a relationship with the original line of service flow. So both the light and heavy models of the United States can be, in China only heavy.

Third, China's offline services are seriously behind the expectations of consumers

All the opportunities we have had in the past few years-e-commerce, internet finance, Internet education, O2O, and Consumer-to-consumer-share the economy, the drivers of these developments are the supply and demand contradictions that arise in China. This paradox comes from the fact that we have been in China for the past more than 10 years because our economy has grown so fast that our personal or household disposable income has risen a lot, but these offline responses to the objects being consumed have been raised far behind our spending power or expected level of consumption.

Many examples can be cited. First, 78 ago, because the mainstream consumer Taobao, probably 85 or two years old girl, was 21-23 years old, at that stage of the girls will go into society, just walked into society these people, their biggest demand is what? I put it in the electrical commodity category called "Primary consumer goods", nothing more than to buy some cheap, kind of good-looking, quality barely OK clothes on the line, it is her consumption capacity and consumption desire to decide. But under the line, in addition to Beijing and Shanghai, such as zoos and five crossing wholesale market, often difficult to solve.

To cite another example, is internet finance triggered by the treasure of balances? In fact, after a certain level of investment in disposable assets per capita, you have the need for resource allocation. But in China it is very unfortunate that only banks can choose between regular and current demand. Similarly, people have the ability to consume or invest, but the corresponding offline solutions do not provide you with a solution that meets your spending and investment capabilities.

As a result, all the business opportunities in the past are two problems in China: The first problem, which is much heavier than the United States, the chain is long, the second thing, once straightened out, the development of space than the United States.

The reason is simple, because the offline opponent is a relatively inadequate competition, the competitor weak enough, which is why it can become a bigger company.

Recently some time in the circle of friends popular words: Do the ecosystem of the company is hundreds of billions of dollars, do the platform is tens of billions of dollars, to do the product is 1 billion. It means that Taobao is a very good company because it is an ecosystem. But I think, Taobao became an eco-type company is its strategic advantages and great, basically it on the road is also forced, but Jing Dong chose to do their own, it chose to configure everyone to do, but in this position to do the electrical business is needed.

No matter how village the United States, the famous department store in the suburbs will open a shop, selling goods, prices, brands are the same. But China is not so, Taobao made an ecological company, Bay only made a trading platform. It should be said that Taobao was forced to say that it was forced to reason that China's retail industry in the same period of awareness and infrastructure support is not enough, so I want to rebuild a more user-friendly to achieve a higher standard of retail solutions. I almost every link is short of things, I need to do it again, I need to cultivate, nurture or do their own, Taobao chose is to nurture, so called ecology, I think the difference is not big.

Jingdong did the self-built logistics, why not Amazon do? The reason is simple, because the United States in the logistics and manufacturing management is mature enough and advanced, so it added a trading platform on the line, better to match the supply and demand relationship can be. Jingdong is very painful, it started, its support layer in the logistics industry is not good enough, so it through the way of building logistics to encapsulate its user experience.

So in China I reshape O2O and consumer-to-consumer inside, I am very convinced that with the encapsulation service, you have to integrate yourself.

More than 10 years of friendship, talk about the feelings of Lao Luo

Luo was a friend of mine for more than 10 years, and though I didn't end up with his hammer company, I always felt that he couldn't do it, and I realized there were some things different. I've known the old man for so many years, Lao Luo most of the time, the controversial thing is these universal values, but he basically all of the arguments are based on this, regardless of what he said is not foul language.

In China, our culture is a little more eclectic than it was in the past. If you put some universal values on your own, I believe in idealism, I am willing to be different, it is very difficult--say this, there is almost no retreat in China. I think it's a very brave act on the old man, and I would like to be more pure. There is absolutely no chance of this in the past, but it just so happens that China is moving today, and after we've had food and clothing, our society and a lot of young people are willing to respect these people or the emotional or spiritual factors, or cultural factors, or ideals and feelings, when it comes to consuming products and services. In this, people like Lao Luo dispute, at least such people have a chance to do business, and more or less obtain a certain degree of commercial recognition and consumer recognition.

For our founders, it's time to start by doing something that corrects the values, can do something more spiritual or value oriented, and when you do these things, you begin to be recognized and accepted by society, whether from investors or consumers.