Zhou Hongwei Retreat March, revealed 360 future strategy

At the beginning of 2014, Zhou decided to retreat for three months. And within three months, he seems to be thinking about some very philosophical questions: what is 360? and 360 going to be a company?

Retreat thinking after the result, he gave the choice is not like Baidu, Ali, nor like Tencent, millet, can be said again unexpectedly.

Most Internet entrepreneurs are lateral thinking, but Zhou are vertical thinking. From the point of view of bat, they socialize, do electric business, do search, thus cut into each subdivision area, expand their business horizontally. But Zhou chose to put the security of this barrier to build more and more high and deeper. So, bat sells cars, and 360 sells insurance. Bat circles into more and more areas, covering more and more buildings, and 360 chose to be responsible for the user circle, to become a property company.

Zhou, for the first time, revealed a strategy for the next 360 years. In particular, he introduced his new invention: "Wireless 2.0" and "Real mobile search".

In the end, Zhou also describes some of his evaluations of bat. These remarks are as sharp and lively as ever, and equally contentious. The following is the main content of Zhou's interview with Caijing:

All three giants have an imperial dream.

Now everyone is blind to 360 also as a giant, but in fact, 360 is not a giant, I first want to know what is the core competitiveness of their own? We look at bat, the most taboo is Handan, parody. If I were a shark in the sea, I should have made the best of this shark, and I don't necessarily envy the lions on land. If the shark is going to say a spell with a lion, it may be genetically incorrect. Therefore, the reason why Ma did not do the search, not to do the electricity quotient, is also this.

Second, I ask myself, do you have such volume? Our history is half the size of others, and the company's income is at least 10 times times worse. The Giants are extravagantly because of anxiety. But 360 hands only 1 billion dollars in cash. Like in an art auction, Ma Yun can frequently raise cards, often can fall hammer. We can occasionally raise a card, but only lift bidding, because you bought one, you have nothing in your pocket.

Third, I think about a value issue--what kind of person are you going to be, what kind of business do you want to be? In China there are actually two kinds of enterprises, one kind of enterprise is called the Empire. Chinese Internet companies Unfortunately, all three giants have an Empire dream. But I am not a man capable of building an empire. My ideal is medium-sized companies, able to do the best in one area.

The giant is awake and cannot be killed.

People think 360 is not good, but only because we suddenly quiet. An enterprise can not always advance, development period will have a sedimentation period, with Liu said, sprinkle a layer of earth to tamp, and then go forward. I do not want to say more because the first exposure to your strategic significance, the second may disturb too many people.

I actually think that in the past when the Giants were very quiet, we did something, we did challenge the Giants, but now the Giants have been awakened, the Giants are also exerting force. I still say this, war is to talk about the tactics. You have to go with the giants of death, you must be different, all the war is the national power consumption. The recent giants fight each other, we feel fine, let the bullets fly for a while, in this case, 360 to put their own strategy to make a solid.

On Baidu, Tencent and Millet

I prefer the style of Tencent, Tencent is biting the dog does not bark, he wilted son, stuffy sound made a big fortune, he put things very strong, but he never said, he does not boast himself, nor belittle his opponents.

But Baidu's competitive approach makes me particularly unable to understand, Baidu what did not do it, first loudly announced, we succeeded! We have billion, it seems to be to the director of Lee to see, the second announced that the opponent has failed, 360 over the gas, 360 die, Zhou old! I will not say anything to the enemy, such as the enemy said I am old, Say 360 wireless out, if rely on this, we only do public relations company is good.

Li is not the same as me, he did not visit the user, not on Weibo, he listened to the following report. Baidu's people put Eric's report done, proof of our revolution in rapid progress, the enemy in the decay of day by day, we are better day by day, he is very happy. But in fact, do you remember? The first two days of Mad 91, suddenly 91 of the team are gone, merged. Do you think the integration is a success?

After two days will come out an article, prove that Baidu's socialist train, is driving high speed in the road to Communism, this is the style of Baidu.

Some people also say that 360 only do what they are good at, dare not take a step. But didn't I do the hardware?

You always ask: Zhou Total, can introduce the seventh steamed bun to eat is what feeling, why do you eat on the full? See you eat a lot of steamed bread, there is no seventh steamed bun feeling. I'll tell you, Millet looks like the release of the mobile phone three years ago, the previous low-key for two years, someone realized? No one realizes. Today, I gave him a belated summary, that two years of accumulation of millet is very important.

Millet mobile phone hardware today, the truth says generally, do you agree? Meters 3 hardware There are some bright spots, meters 1, 2 hardware is passed, not design, in addition to marketing done well, I think software is the core competitiveness, software experience does well. This is not available to all other opponents. This is his core competencies, which need to accumulate.

So, today I feel that I am on the wireless internet, on the 2.0 just started to eat the first steamed bread, there is no feeling of fullness, said is not a cheat, I do not have the ability to cheat.

Frankly speaking, you say I am anxious not anxious, micro-letter makes Ma Yun all so manic, micro-letter to everyone is pressure. In fact, I give you an answer, millet can be successful today, there is a very important reason, the choice of opponents. If today Millet chooses Internet business, choose Baidu, choose Tencent, choose 360 as rivals, that is not necessarily how. But he chose people who didn't know the internet. Just like when we do free anti-virus, the choice is the traditional software. This was like cutting vegetables, like a melon, the irresistible.

360 is always a safe enterprise, I am a nerd in the bones

So, I think for a long time, I have to restrain a lot of temptation, a lot of things I have to stick with a stick, a lot of areas I want to go around. I don't think I have such a gene. Because Zhou is not a businessman, I am an engineer, I was a product manager. Sometimes in order to compete for pressure, I have to jump out to the opponent and scold saliva, so also acquired a good mouth.

But I'm essentially an otaku. There is also a question of values that I do not want to monopolize or control. If you are your empire, I will do the security thing well, because it has great social value and user value. Today all the security companies, Learning 360 of the model up, the resistance to this model has failed. But remember, this pattern is created by 360.

So, for me, my answer is always--360.360 First a security enterprise.

I 06 to enter free security, push free anti-virus, when no one believed I can maintain. At that time, people thought I was a spoiler, I was a troublemaker. I have been talking about safety for so many years, that is, security will become more and more important, security will become more and more basic.

You said I do mobile phone assistant is to become a channel, others to paste anything I can, that year, there are many people questioned 360, said my browser is the channel, said my security software is also the channel, but we have the same success. I think you may have been brainwashed by Baidu.

The future must be mobile Internet 2.0

I redefined the wireless internet. Mobile phone is only 1.0 of mobile, and the future must be wireless 2.0--car networking, things networking, wearable, all smart home appliances and hardware will be connected via Wi-Fi. This gives 3,601 opportunities-from online to offline, with everyone, every device, every family, and security becomes a basic function and an important portal.

So, 360 things to do in the future: one is to make mobile phone security to the extreme. We've been able to intercept malicious URLs and harass text messages, but your payments, bank accounts, and personal privacy on your phone require security, including pseudo base stations, which attract you with fake WiFi to hijack user data. You will find that when the two giants are fighting, they often accuse each other of insecurity. In fact, when you tie your bank card with a little red envelope, do you think it's safe?

The second thing is to expand more business based on security. such as corporate security. You will find that security has become a national strategy for security between countries. At the same time, most of the traditional enterprise information systems and ERP financial systems are moving from the closed to the network, and this will inevitably bring a lot of security problems. For example, Ctrip credit card privacy Disclosure incident, Huawei was NASA monitoring events. Recently we have participated in several reviews, the domestic opponents are basically a minute, or even 10 minutes were others breached, and 360 insisted 24 hours. Recently in the foreign evaluation inside, we with Connaught Shield, with Kaspersky tied, has been with international manufacturers a level.

Another key point is through the hardware control terminal. Now bat does not exert on the hardware, everyone is at the same starting line, so there will be many opportunities. But as I did when the free anti-virus, all antivirus manufacturers also laughed at me, also feel no value. You remember that in the case of innovation, in the context of China, you never stay in the spotlight.

One of the 360 strategic priorities-hardware

To do the special machine failure, I realized that from a all-inclusive product into the hardware for us, whether the team or supply chain, are very difficult, so I began to try to small hardware products into.

Making hardware differs greatly from making software. Software can be almost thrown out to allow users to use. But the hardware does not change the opportunity, the hardware even change a circuit board, or mold, the cycle is two months, so why there are a lot of hardware jump ticket you know? I did not see people jumping tickets, such as Turman watches, the old jump ticket. Later we do it by ourselves, found that the jump ticket is normal, millet why sell futures? Later, I understand that many mobile phones are also difficult to release as scheduled. Any problems in the production line can lead to delay, which is not to say that we worked overtime by our programmers.

The first edition of our children's hand ring, frankly, we choose the manufacturers in the production, design some defects, so the first edition I simply did not sell, probably produced 10,000 I have all sent off, to the user, to listen to your feedback. We're going to get out of the second edition and make a lot of improvements.

You will find that 360 of the selected hardware category is a rich product core, this is the core of security, which is the reason we want to cut from the children's hand ring, because only the safety of the concept of implanted into the hand ring, the bracelet has become indispensable. This is not the same as the big business, the Giants want you to live here with me, work here, spend it with me, everything here. And we are safe first, 360 protect you.

I think we need to recruit a large number of people who understand hardware, we have more hardware rework. For example, the lack of a function, such as children wear it does not look good, clock is too small, and so on, many small problems. Only passing, not perfect.

360 Strategic focus two--mobile search

The more chaotic the market, the more opportunities we have. What will wireless search do in the future? I don't think a single one has found a way to do it. Today is my first time to talk about our mobile search strategy. I have not announced that my mobile search volume is already very large, embedded in our mobile phone market.

Our search is much richer than the application of pea clips. Can search for applications, can search a variety of online data, can also search music, search videos, pictures. I think our market is not doing well enough right now, but the market has a lot of potential and it can be a real portal.

What do you do with wireless search 360? I said three, the first, today's mobile phone replaced the computer, you look up information, check information, to search and PC as complete content, this is the first foundation, but also the advantages of Baidu. The second, the user in the mobile phone search, input the same key words, Sue is not the same. So, 360 mobile search will be related to positioning, such as when you search for food, you do not need to add Beijing, I know you are in Beijing, I will give you the results of Beijing. The third, mobile phone is not a work thing, mobile phone is a fun thing. So in the mobile phone search games, search applications, search video, search entertainment things, you have to the mobile phone local search and online search combined, more accurate to push to users, rather than let him page by page.

We do application search has an advantage, because all the applications are willing to work with me, willing to be found by me, because the more search, distribution capacity is stronger. We don't fry the concept.

Come back to say, why Baidu can not do mobile search? For example, you use Baidu search Angry Birds, Baidu is not for you under Angry Birds, forcing you first to the next Baidu assistant, this is a rogue behavior. All the people who do the search, want others to be inseparable from themselves, always as a portal. But to do the application distribution, we have to have a very open mind that this openness will continue into the search. For example, you search the weather, we will give you a list of the day the local weather, will also put the ink of the app next to the weather, both have, this is open, but also mobile search should do.

You will find that every business is ultimately a destiny. 360 has been a lot of time to do a variety of apps, but then I suddenly found that this is not my core competitiveness, I do not good, because you do 10 of the right things, not as you put two of the right thing to do the biggest one.

So don't overdo your product chain and don't overspend on your brand and fans. Today, micro-letters can kill everyone, but micro-letters will be overwhelmed. I do not want to micro-letter simply put the electric dealer, put the O2O all add, every day someone in the inside selling things, the best, every day someone in the window to sell things, so the best.

So don't distract your strength. Buffett said a word, let everyone fear when you greedy, everyone greedy when you fear. Do you understand?

When you ask when you can see the eruption, can you see that it really can bring about the growth of our profits? This question is the last thing I want to answer, and I never care about it.

Do not like the management of large companies, hope to continue to maintain a small team

Last time I argued with Lei, didn't they only have three floors to blow millet? Partners, leader and employees. I said I can't do it, as long as the staff expands, you will not be too flat in the end. Lei said he would control the numbers. I said you have to be able to control the number of people within 2000, and after 2000 not.

I actually have no way to manage, I do not like the management of large companies. So, the company is now five thousand or six thousand people, I hope the company can continue to maintain a small team. Therefore, I hope that the division of the Department to maintain a certain degree of independence, I do not want to engage in any KPI.

We have recently promoted two senior vice presidents, both of which have proven to be the most powerful and leading companies in the business. A bit like Tencent, become a line of business, business line below is the division. I want to train them to be small CEOs. In this way, they can put the vice president, the general manager of the Business department, to the following people to promote a space.

We adjust the structure very quickly, very often, the environment changes on the tune, the adjustment is not good again back. We are also very understaffed, lack of knowledge of the hardware team and talent. I also want to set up a brand department, good business under the brand of me and the company, you want to come?

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