Wechat'S "Nine Palace" VS Ma Yun'S "Card House"

< p > < strong > < a > href= > http://www.91se91.com/news/index_c.asp > > WeChat < /a > the ninth palace > /strong > /p >

< p > WeChat is now at the peak of imagination.

Now, only you can't imagine that no WeChat can do that.

After two clicks, WeChat users can see a nine page page, which has been densely packed, including taxi, CAITONG, today's food and so on.

Jingdong mall, Youku potatoes and future virtual operators have also lined up.

Optimists are also preparing to join the Internet of vehicles, new media and even online education.

Tencent also invented a business model, instead of using the huge user base to "Chao (XI)", instead of using WeChat entry and its own business to exchange for a 20% stake in a vertical giant.

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< p > is this a bit like a real estate developer? Land consolidation, drainage, and rent collection.

Can it enhance search, electricity providers, local life and online video? All these Tencent are not good at the competitiveness of the field? Li Xiang, the founder of the car home, is not optimistic about this approach. "Commentators tend to overestimate the role of the traffic flow in reversing the situation. Sina did not help Locke to become the first in the lead in traffic; Tencent did not help the dragon to become the first; nor did Ali help the word of mouth network become the first.

Traffic users still maintain their advantages in areas where they are good at each other, while the rest areas remain imaginary.

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< p > perhaps many people think that the decisive factor of WeChat's success is the huge QQ < a href= "http://www.91se91.com/news/index_c.asp" > the user base < /a >.

However, WeChat's several detonating points, shaking, circle of friends and red packets are all the product's own success.

At the same time, WeChat first opened the service number system in the same products, the first one used voice and text conversion, and the first one was using Android Design.

In the Internet of creativity, the value of one idea is almost zero, but WeChat built the best IM software in its own way in the shortest time.

It can be said that without a good user experience, there would be no WeChat today.

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< p > many people should remember "dog day's Tencent". Four years ago, this report described an omnipresent Tencent Empire, kidnapping users, copying rivals, and rolling innovation.

This article has aroused a lot of resonance and made China's Internet circle expensive.

But in the next two years, the victims of the article, Wang Xing, Zhou Hongyi and Cai Wensheng, quickly found a new fulcrum.

While Tencent has 700 million QQ users, the performance of security, hand travel and micro-blog in the past two years is not satisfactory.

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< p > in short, WeChat's small partners are tens of millions of billions of dollars worth of vertical field giants, with hundreds of millions of users, and obediently to Tencent to give up about 20% of the shares.

Want to make friends with Ma Yun, or your background is complicated, or you have a rare license, or both.

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< p > < strong > spending money on policy is not true reform < /strong > /p >

Like P and Tencent and Google, Google and Facebook are also busy with mergers and acquisitions. Let's see what they are doing.

$400 million in Boston power, $2 billion in Oculus, $500 million in Deep Mind, and $3 billion 200 million in Nest.

These are all very clear technology oriented mergers and Acquisitions: robots, augmented reality, AI, and the Internet of things.

Facebook also wants to buy SnapChat and anonymous social Secret after the acquisition of WhatsApp.

Their technical color is not so strong, but the shape of the product is brand new.

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< p > is it possible to say that compared with Google and Facebook, Ali and Tencent have fallen.

How is the Internet in the United States? How is the Internet in China?

Maybe some people like this kind of map cannon, make a headline, criticize Alibaba and Tencent, but your picture is Tucson broken! < /p >

"P > Premier Li Keqiang said that the reform of the deep water area and the introduction of Ma Yun into the deep water area were also reasonable.

However, in order to reduce the resistance to reform, the Alibaba can quickly enter some industries that could not be entered.

This is not the true meaning of reform, because policies are open to Alibaba that buy licences, rather than facing a broad market.

Such an approach can neither enhance competition nor contribute to pparency.

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< p > the largest four largest banks have joined hands on the "a href=" http://www.91se91.com/news/index_c.asp > balance treasure < /a > and fast payment. Ma's statement is "the most difficult moment and the most glorious moment."

The four heavenly kings have banned Alipay. Although it has been a glorious defeat, though it is still alive and dead, it is not the monopoly and power that decide the outcome of the market, but the users. "If this statement is sincere, then in other areas of monopoly and power, Ma should also create a new product like the balance of treasure, solve the needs of users, trigger social discussions, and push the reform forward slowly in the continuous game.

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< p > < strong > dangerous armament race < /strong > /p >

Ma Yun P has just turned 50 this year. He may be patient, but the arms race between Tencent and Alibaba simply can't stop.

WeChat pays and runs like a wedge in the trenches of its opponent's position.

In Alibaba and Tencent, opponents may rush out of the trench at any time to give themselves a fatal blow.

It is this fear that allows them to burn 1 billion 900 million yuan for taxi software without hesitation.

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In 1959, Khrushchev and Eisenhower held a conversation at camp David, and Eisenhower asked, "how did your generals ask you for money?" before Khrushchev responded, AIKE grabbed and said, "they told me that the Soviet Union had already started, and no more funding would fall behind them."

Khrushchev replied, "yes, they told me this too. If they are not prepared to spend more money now, they will wait for more blood later, so I will give them the money."

The two laugh heartily and prepare to reach an agreement to end such a bottomless pit.

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< p > but since then, the arms race has continued for 30 years, and 3 tons of TNT equivalent nuclear weapons have been prepared for every earthman.

Until the end of the cold war, the Japanese won, or "the United States brought down the Soviet Union, and twenty-first Century was China".

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< p > Mantis catches cicadas, and it is history and reality.

Alibaba is constantly eroding the borders of the real economy, but there are media claims that 97% of Taobao stores are losing money.

Some sellers can not afford to pay for the flow in the high station, trying to guide Taobao from outside the station, and regard it as a free trading tool.

The Alibaba's response is to cut off the WeChat channel and frequent shelves of "suspected credit fraud" products.

While trying to expand the use of scenes under the line, Alipay can't forget its most important usage scenarios.

Without Tmall and Taobao, the user's frequency of use and the threshold of abandoning Alipay will be greatly reduced.

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< p > > strong > Ma Yun's card house < /strong > /p >

It's hard to imagine what a Tencent without WeChat would look like. P, it's hard to imagine what the future of WeChat will be like.

WhatsApp and WeChat are of the same size, the purchase price is 19 billion dollars, while WeChat's valuation is as high as 50 billion dollars, and the imagination value is 30 billion dollars.

It seems to some people that WeChat's aggressive imagination forced Alibaba to frequent its layout in recent years.

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Ma Yun P's latest acquisition is Hang Seng electronics.

The IT company, founded in 1995, monopolized the technical solution of China's financial system.

Announcing that Ma became a major shareholder of Hengsheng electronics, the reporters did not allow reporters to record and record, nor did they arrange separate interviews.

Such a IT enterprise is not common? How many of the "full license" companies that own the banking, securities, insurance and fund IT solutions in China?

In March, CITIC Group, which was sold by Ali in twenty-first Century, is believed to be CITIC Group and the drug administration.

The company also happens to have a rare licence, the medical electricity supplier license, and the exclusive electronic bar code of Chinese medicine.

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< p > Alibaba's 6 billion Hong Kong dollar acquisition of cultural China. Dong Ping, the chairman of this company, was reported to have been suspended in January.

Cultural China holds some license resources. Dong Ping, founded in 1996, is the first batch of private film companies in China, and also has some license resources.

According to the "Financial Times" report, Pauli culture and Huayi film and television cooperation set up a company to let Dong Ping cash in 2010 410 million yuan.

However, in the same year, Pauli culture sold only 50% of the company's shares before listing, but only 80 million yuan.

After the culture of China, the Alibaba will continue to fight in the field of cultural media.

On Tuesday, Ma and Shi Yuzhu jointly invested in China digital media, which owns Internet TV licences.

Yes, that's the license that nearly killed the millet box.

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