Innovation Workshop Wang Hua: Lei Jun Mobile Internet Layout In Pformation

Monologue

Innovation partners

If we conclude that "the mobile Internet will be the world of the giant shift", I do not think so.

Now, the angel investment layout on the mobile Internet is mainly Lei Jun, Cai Wensheng and

We started to focus on mobile Internet in 2009.

Because although this statement began in 2002 and 2003, at that time, both the WAP site and the SP business model were more malformed. Until 2009, on the one hand, the standardization of mobile Internet terminals appeared. Android knew more about it. IPhone also came out for a while. On the other hand, it was the needs of users. In 2002 and 2003, people's dependence on the Internet was far less than that. The life and work of the generation trained by the Internet are almost 24 hours linked to the Internet.

Coupled with the improvement of the network and the drop in tariff, we feel that these basic conditions will develop more mature within one or two years.

So our next judgment is that the mobile Internet will go through three stages: the first phase will be a company that makes basic software, technology and technology services, and will succeed in 2010. The second stage belongs to the company that should play games, entertainment, social networking, video and so on. The first thing that users come to is to play, and the mobile phone is naturally a social and entertainment device. Such a company will rise in the end of 2010; in the third stage, as users start to do business on the top, companies that do e-commerce and related local life will also appear.

As far as I am concerned, the first phase of the company has already invested a lot, and the second stage is still being invested. Next year's focus may shift to the third stage.

In contrast, I think Lei Jun's layout on the mobile Internet is undergoing a big pformation.

As a matter of fact, he paid much attention to the mobile Internet much earlier than I and Wen Sheng, and also cast some good projects, such as UCWeb.

But recently, I feel that Lei Jun is not just an angel investor.

He may take the way of Ma Yun, that is to build a large enterprise platform on the wireless Internet, and then do a series of related companies.

I believe Lei Jun has such ambition.

I have to admit that for entrepreneurs, the existence of these giants on the traditional Internet and their platforms are relatively closed, which makes it difficult for the latecomers, and even many developers prefer to market them unfamiliar with language weaknesses, but relatively mature and open overseas markets.

This is precisely why the need for innovative workshops and angel investments to help them create a relatively open and easy micro environment.

But if we conclude that "the mobile Internet will be the world of giant plation", I do not think so.

Big companies have the crux of big companies. In the process of plation, past successful experiences can be a burden and a trap.

Let's take a simple example. How many of the first batch of client-side online games were used to do single player games? Now the web games get up very fast, and how many of them are in the past doing client-side online games? There are many reasons. For example, large companies will first consider moving the original business horizontally, and the team members will not necessarily be willing to deploy the best troops who have been allocated to the advantageous projects. They will also be more stable in choosing the direction, rather than more flexibly and striving to explore new directions.

Take e-commerce as an example.

First of all, in the narrow field of e-commerce, the mobile Internet provides at least two new directions: one is the limited Internet users who live in three or four line cities, though they earn little, but they are not cheap, and the demand for consumption is very strong. The second is entertainment consumption and impulse shopping. If we take a taxi or wait for the subway, we can use mobile phones to complete the experience of visiting Taobao like PC, which will become a more natural thing.

In fact, in my view, the biggest contribution of the Internet to the whole business is not to compare shopping, rational shopping, let people find cheaper products, but to buy you what you did not want, that is to add, not subtract.

In addition, under a broader concept of e-commerce, I will be more optimistic about some closer business models with local businesses and businesses.

For example, I rarely used the public comment on PC in the past, but now I use it several times a week.

Such a business mode related to daily life, such as eating, traveling, traveling and other business related businesses, will have more room for development on mobile Internet than PC.

It is for this reason that the prospect of e-commerce on the mobile Internet will be great.

The first is the number of users, PC Internet, 300 million mobile phone 800 million, second is the potential consumption time of users, PC is two or three hours, mobile phones are several hours, three is the type of users making decisions, PC is more about commodity consumption, and more and more tend to be large, and daily activities such as eating and going out are more likely to be completed through mobile phones.

Together, the three influence can be imagined.

As for some entrepreneurs may be puzzled at this stage, should "bet" on which operating system is iPhone, A ndroid, or W indows Phone7? My view is that in the long run, I do not care who will win, as long as it can run the complete H TLM 5, J2SE, W ebEx, and control its underlying operating system.

But in the short term, I still can't see which operation system can win A ndroid.

Even if they get up later, A ndroid's production chain and applications will have accumulated enough, and they will be hard to catch up with.