Yu: The dialectics of upper body and lower body

Since July, the integration of Ali UC Mobile business group, the industry has been watching, mobile internet pioneer Yu How to lead the efforts of the German. Two months later today, Yu issued the first strategy after the merger of the gold, said the future will focus on user needs, focus on doing the best map navigation products, focus on map navigation products technology research and development, three years without commercial objectives.

You can also think of this as a "covenant" declaration between bat. Very special, Gould launched the "You dare to use, I dare to pay" policy, to the vast number of users promise: If the use of the map navigation error, he will be compensated. There is also a statement at this stage do not do O2O, do not do group buying navigation, are aimed at the old enemy Baidu.

At present, in the face of the user's mobile map market, Gould and Baidu, far ahead of other competitors. At the bottom of the map data market, the new gold and four-dimensional diagram of the two absolute duopoly, occupy more than 90% of the share. On both sides, phone-in rolling.

BAT's World War fronts are numerous, the map has become an important one. Real-time battle: High and Baidu is dead pinch, Ali in the continued to give the gold to replenish ammunition, Tencent in the side leisurely to watch, but also not pure soy sauce, a stake in the four-dimensional map of the new, become a big variable.

Grab data, spell apps

May 10, 2013, the company announced the shares of Alibaba, opened the bat Map War prologue. Then the big three bet. Baidu quickly won its own map supplier Long Wanfang, Tencent acquisition of another figure Business Ling Aviation Rui. There is at least a picture quotient in the hand, not in the mind.

One of the earliest admission to Ali, the largest investment, as early as in 2010 to invest easily map. In February this year to the Nasdaq-listed companies issued a takeover offer, to bring the city back. Just 18 days later, another one with navigation map Grade A mapping qualification of the four-dimensional map of the listed companies announced a major business suspension, and soon the state-funded committee approved four-dimensional map of the new largest shareholder of China four-dimensional public solicitation agreement to transfer 11.28% of the shares, Tencent spent 1.2 billion yuan to become the new

Baidu map Take-off is to catch up with Baidu's life: Service, Baidu to Robin Li, down to the ordinary staff, to the local life services to spare no effort. Baidu's determination to do the map is very large, within a year the team from 200 people to expand to 1000 people, internal project decision-making mechanism is also very fast. A project at the same time two team do, do not be directly eliminated, Baidu is the most "Wolf" department. But also by netizens spit slot is not map navigation is "group buying navigation."

and Baidu to do the opposite, New Gaod strategy, at this stage do not do O2O, do not do group buying navigation. The use of commercialization means that the previous German O2O in the field of many layout readjustment. Focus on innovation closely related to lbs. Believe that in the next ten years, lbs business will profoundly change everyone's life, so that the life radius is greater, "density" higher. This is the vision of Gould.

Tencent map development is slow, at present and Baidu, Gould not the same level, the number of users about 10 million, active users 500,000. In with the micro-letter, Xun and other business docking, Tencent Map will be catering, real estate and other vertical industries to publish industry map components to facilitate SME users and developers access. Another main force of Tencent map is the Street View service. The 2013 Soso map boasts 1 billion of Street View, with the goal of covering 100 cities worldwide.

Dialectics of upper body and lower body

Yu with the upper body and lower body respectively to compare user product capabilities and data production capacity, that map data enterprises should have both, indispensable. The current market to achieve this standard, only Gould. After 12 years of growth, he is the most professional, covering applications, cloud services, software, data and other industries of the entire chain of Internet map manufacturers. "The friend is not lacks the data ability, is lacks the product ability, is incomplete." ”

In BAT's Map war, many allies were drawn. Content providers are an important faction, with the big boys and the three giants launching a series of subtle alliances. According to a O2O from the line, the public comments and gold, Baidu and Soso have access, three of different attitudes.

and Baidu map cooperation is "bedfellows", the public comment fear Baidu will be their own user evaluation crawl past, refused to fully open. and comments on the information is not enough, Baidu can not promote users to form a purchase, so Baidu and their own money to find someone to do a comment. and the public comments access Soso Map, the information is more comprehensive. Ali shares in the German, the public comments on the docking of the map of the mentality may also have changes.

and Tencent acquisition of four-dimensional map new, the most influential is certainly Baidu, Baidu map of the underlying data needs to the four-dimensional map of the new purchase. The second-largest shareholder himself is also buying data on four-dimensional maps.

Gold has a revenue called "business and government Services", from the bottom of the data sold to Tencent, Google, such enterprises. Tencent used to buy gold's underlying data every year. Ali shares, the basic services of the company still with Tencent cooperation, but according to Tencent internal Disclosure, the three-dimensional data of Gould has not sold Tencent. The same is the purchase of data, NavInfo will not because Tencent is the second largest shareholder will not sell data to Baidu map, but not to sell two different data.

Application and data two skins, there will be the above problems. So it's best to be in the same table. Mobile Internet, as the name suggests, about location. Social network, all kinds of gun artifact God horse, I have no use, naturally and position is closely related, so the imagination of lbs space, has been "more than forced lattice (iPhone6 plus advertising: bigger than bigger)". But lbs's record is still lackluster.

The reasons are manifold, the most important one is the lack of large data, especially the underlying data accumulation. Of course, there are some lbs services to the underlying data precision requirements are bold, but to make the killer application, and support the entire LBS over the outbreak of growth, Rome is not built in a day.

The map of this subject is broad and profound, simply said, map data through different layer description, and then through the layer overlay to express the real space. Can be divided into the bottom map, POI data (geographical coordinates), other data layers or data (common traffic map, three-dimensional map, Street View). Some professional fields have real estate map, temperature distribution map, business circle distribution, hydrological map, etc. Map data application is very wide, there are a large number of professional applications and data, its collection methods, sources are also diverse, difficult to state.

Baidu Buy, Gaode. The effectiveness of both strategies now looks about. Industry in technology has been layered, through a standardized interface, you can use the bottom as a "black box" operation, saving the high acquisition costs, but from the perspective of customer practice, but also shielding the "scene" of Complexity, the devil and Profit are hidden in these details.

British scientists have recently conducted an experiment that allows taxi drivers to drive virtual streets and MRI their brains. It can be observed that in different scenarios, the brain can have complex activities. An interesting conclusion is that taxi drivers often have larger hippocampus areas, which play an important role in spatial orientation cognition. The older men traveled through the streets of England, and the brain evolved to have a "sense of direction". In the film "Face", John Kuvuta, the FBI director of the team, shouted to his subordinates: "You believe 1 billion dollars of satellite, I only believe that ten dollars of the informant!"