Yu: Where do entrepreneurs go for the next 1800 days?

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A while ago, Zhang Peng, founder of the Geek Park, gave me a title "1800 days for the entrepreneur" to talk about the direction of entrepreneurship for the next five years. I'll share this assignment with you today.

Critics like to have altitude, always stand on the bat's point of view, is actually wasting brain cells, for most people, the real value is to stand in an entrepreneur's perspective to think about the future of the opportunity? From this perspective, I would like to share two changes, three storms and four opportunities.

Two changes: Forever online, second information revolution

First of all, as the saying goes, "change in eyeing", to find the opportunity, we first have to think about, the mobile internet to our life, what is the change? UC Browser This product is the reason for the birth of the Internet is not convenient in the toilet. 2004, many of us have become a net worm, but you can hardly imagine holding a computer to go to the toilet, and then the mobile phone with a browser to the speed of the Internet is very slow, we feel that they can make more useful products, so there is a UC.

The first change that mobile internet brings is "always online" and the "Internet" concept will eventually be forgotten. For example, the PC Internet age, we have a common business: download. Many people will go to bed at night, turn on the computer Hang Thunder under the movie. First, the concept of "surfing the Internet" was removed. PC Internet age, a very common business is what? Download, sleep at night, with the Thunderbolt hung download. Why don't you watch it online and download it? Because when you're not online, watch the video, and you'll find that you need to have both "online" and "non-online" scenarios where you need to be "online" to meet the "non-online" requirements.

In the context of the "forever Online" mobile internet, we have to think about what needs to be a user's pain point for 24 hours a day, but not yet satisfied? This is the opportunity we are looking for in the future. Today, mobile Internet has changed and affected the scene and behavior of users in many time nodes, but it hasn't been 24 hours.

In addition, the mobile Internet actually brings the second information revolution. What is the most important construction direction of PC Internet? is the realization of the product information. We see that in China, E-commerce has a very big development, many of our physical stores have not seen the products, can be purchased online. So the past ten years PC Internet has made a very important contribution is to complete the product information. But this decade has one thing to solve is not good enough, that is the service of information,

The modern "O2O" concept. In fact, the combination of service informatization and electronic commerce. If any day all products, services can be digitized description, I believe that a person can be home to do all the things, not 24 hours, but 24x365 days. For example, where we cut our hair downstairs, if the barber can surf the internet Lanhuo, I can totally ask him to come to the door.

So another important change in the next 1800 days is that I believe there will be a great breakthrough in the informatization of services. The above two aspects for the user, are the quality of lifestyle changes, so many entrepreneurial opportunities around these two levels unfold.

Three storms: beach, cash, scale effect

From the perspective of the pattern of the next five years, entrepreneurs looking for opportunities, but also must take into account the overall pattern of the industry changes.

In fact, the entire IT industry has a big change every ten years: we have experienced a hardware decade, then the world's King is ibm;1990 years to 2000, is the second decade, the key word is software, or personal computing, the global King is Microsoft, China's first generation of IT business representative Lenovo, Also seized the opportunity to develop; The third Decade is 2000 to 2010, the key word is the Internet, the world's king is like Google's company, China was born Tencent, Baidu, Ali, 360; 2010 later, is the 10 years that all of us are now experiencing mobile internet. In a few years, it will be the beginning of 2020, probably the fifth ten years, what is the key word? We should think about it.

In each decade, there are three of the most important industrial storms or stages of development. For example, 2013 is actually the first storm of mobile internet, the core word of this storm is "beaches".

The Decade of PC Internet has formed a lot of "continental plate", continental Europe, continent of America and so on. There are several big landlords, such as Tencent, Baidu, Alibaba, 360. To the mobile Internet, all of us suddenly found that there is a greater chance than the land, that is, "ocean plate"-Mobile internet, when the original landlords, they met with great challenges and pressure, desperately to find a way. In the 2013, we can see that these big guys are behaving quite positively, creating a lot of acquisitions and mergers that have created a whole year of "beach" storms.

The core of the second storm was "cash out", and I felt that from 2014 to 2016, all the important market actions would revolve around it. The realizable way is in fact three latitude: the Enterprise pays, the advertisement, the user pays, the value-added service, the low buys high sale, the electronic commerce. In fact, the storm has started to emerge in a number of areas, such as not many people have predicted that by 2013 China's mobile games will achieve such rapid development, the entire market breakthrough 10 billion.

After the "Cash out" will enter the third storm, the key word is the scale effect. When the mobile internet will become a relatively mature market, the leader should pursue greater scale and control. I cite an example, the Jiangnan spring of the media, before the listing of another building video of the second mass media to buy, after the listing has never met a real competitor.

Four suggestions: do slip through the plate, seize the opportunity in the war, forget China, embrace the fifth wave

These are the external elements, back to the entrepreneur, where are our opportunities? Here to share some of my own direction of thinking.

First of all, the Internet is becoming more and more mature, there are already big sharks in the market. China has four big Mountains (BAT3), the world has four peaks (Apple, Google, Facebook, Amazon), so if you still want to achieve a very large platform-level enterprises, very difficult.

In fact, in the fierce competition, the last can come out of the enterprises are "slip through", they caught the big sharks did not fancy, or hesitate to see the opportunity to clear. Very simply, if the bat looks at the free security market, it is absolutely impossible to get 360 up. UC is the same, if the Giants can in 2004 or 2009 for mobile browsers have more accurate and clear judgment, our challenge will be great. Conversely, now that our market share is over 50%, it is very difficult for them to go beyond.

The second opportunity lies in the "Plate wars". Just now I also share, China has four mountains, each other has played very badly: 3Q War, 3B war ... To entertain the mentality to look, actually still lively. 2014 China's internet will be more "entertainment", there are more wars. I think when the war broke out, it is also an alternative opportunity for the entrepreneur, what opportunity? Big guy busy fighting, you developed a new weapon, you see he is willing to buy.

So when the war between the plates, although entrepreneurs do not have the ability to do the protagonist, but have the opportunity to do the plate war inside the arms dealers, I have often said before, "big opportunities to become smaller, small opportunities to become big." The Giants are scrambling to acquire mergers and do a lot of arms reserves, which is an opportunity for the industry chain.

Of course, this for other industries will have a bad impact, such as VC. Venture capital will enter the winter in the next few years, I made a judgment 2005 years ago: In the future China will not lack investors, entrepreneurs and entrepreneurial. The new capital strength has risen, namely Angel Investment and enterprise strategic investment. They

For the early, or entrepreneurial enterprises have a sharper sense of smell, more obvious value.

In the past few years UC has also invested money and flow support many entrepreneurs become the industry "variable", which ES file management, security Butler, every day, many enterprises have become the leader in their respective fields. We don't want the whole industry to end up in four big mountains, leaving only a handful of struggling fight. So from a few years ago, we have increased our strategic investment in mobile Internet layout both domestically and overseas, so far more than 30 companies have invested in mergers and acquisitions.

In early 2013, when I discussed with the Board of Trustees, I developed a plan: in 2013 to 2015 3 years, talent, industrial chain, the three countries to invest more than 3 billion yuan. But in fact, in 2013 we invested more than 2 billion in the industry chain. Of course, UC as a strategic investor, our requirements are: to support the development of these enterprises, but do not affect the final decision, go left or right, always by the entrepreneurial team to decide.

The third opportunity is to "forget China", the globalization that I have been emphasizing for the last two years. In the past, the industry has been the wrong view: The Internet is a localized service, not suitable for internationalization. Actually look at the data to know that the top ten Internet companies in the United States, no one of the local users more than 25%, that is, more than 75% of the United States from outside the global market. In fact, 360 line, the Internet is the most suitable for international business, because a little access, covering the world, users do not care whether you are white skin, yellow skin, or black skin.

I think perhaps because the Internet practitioners, the level of knowledge is high, the sense of risk is strong, so do not dare to do internationalization. In fact, as long as the courage, Chinese enterprises are fully capable of foothold in the global market.

UC started very early in internationalization, attitude is also more determined to go to sea for four years, we have in the global more than 10 countries in the market share of more than 10%. In the July of 2013, we created a new record of China's Internet: The first internet company in China made its first--uc in an important overseas market. The market share of the world's second largest population, India, has broken 30%, becoming the biggest local mobile browser. There may not be many people know Tencent, Baidu, Alibaba, but know a brand called "UC".

So this is an important opportunity for entrepreneurs to forget about us in China and the global market. If you can get out of this step, why not have the courage to go out of China, simply because of their English is not good? Think of those Zhejiang private enterprises. Hope that in the future in many foreign markets will be able to see China's partners.

The last one is a longer-term proposal to focus on the fifth it wave. We have just talked about hardware, software, Internet, mobile Internet for 10 years. What are the key words for the next cycle starting in 2020? I think it's "artificial intelligence."

First of all, the past four decades, the completion of the hardware accumulation, software accumulation, data accumulation, the removal of time and space barriers, what is left? is to make our life more "lazy." I think a very important driving force for the advancement of Science and technology is to serve the lazy people, which is one of the most important signs of a better life, which is to make people lazier. Last time I went to the United States on a business trip, bought a few robots, sweeping, wiping, anyway do not let me work on the line, these are in fact the demand for artificial intelligence.

Secondly, there is a very important point, it technology change trend, in fact, is "military technology civilian". For example, the Internet at the beginning is completely military, we think that Google Glass is cool, but in fact, the United States troops in the Iraq war, soldiers are wearing "Google Glass", such technology has been quite mature in the military. A lot of military technology now revolves around AI, so that's the big direction, and we all have to think about how to embrace the trend.

Of course, we must not put Yongfu as an expert, I like everyone else, just an entrepreneur, UC will start to the end, and hope that more entrepreneurs to become a slip through the market, more variables in the pattern, so that the world more interesting.