What Are The Entrepreneurial Opportunities Of "Net Red" Papi Sauce?

Just like the group buying platform of the year, webcast also ushered in the era of "hundred regiments war". Roughly counting the application market, the video live broadcast class APP has exceeded 100.

The collision with electric competition and net red made the live broadcast find its own cash flow and become the fuse of capital inflow.

In the wave of Pan entertainment investment, how long will the direct investment climate continue? What are the ways to realize the red economy and the live broadcast of live broadcasting? How can we get rid of the curse of net red and easy to live, and establish a sustained and healthy business model?

During the Shanghai Film Festival, the entrepreneurs and investors of Pan entertainment industry expressed their views on the forum of Pan Entertainment Investment hotspots and value depression jointly sponsored by entertainment capital and Soochow securities. For them, all fields were vertically divided and linked together, and tightly tied to the entertainment industry chain. It is necessary to understand the industry characteristics of the vertical industry and understand the pattern of entertainment industry, which is a challenge for all of them.

Deep vertical field

Customer service personnel in aviation, banking and other service industries answer questions to multiple users through direct broadcast. Users can reward and purchase products directly.

In the view of Zheng Gang, founder and management partner of Zi Hui venture, such an application scenario is the future development path of the live broadcast.

Zheng Gang has participated in the investment of live social platforms such as tourists and unfamiliar streets. In his view, entertainment is easier to attract people's attention, which makes the mainstream of live broadcasting focus on net red and electronic competition. However, many industries can solve problems through direct seeding in the future, which is the opportunity for more commercial realisation of live broadcasting.

The reason why live broadcasts can be realizable is deeper because of the pformation of relationship between people. In the past, the content of live broadcast based on PC is more about the interaction between people and content, and when the mobile phone becomes a new carrier, the live broadcast has evolved into a relationship between one person and another.

"The pformation of relationship directly affects the change of business mode."

Jia Wei, vice president of Mo Street company and general manager of video business department, said.

Just like WeChat has changed the existing way of social interaction, whether it is giant or entrepreneur, the change and impact of the original social form means the emergence of new phenomenal products.

It is reported that Tencent has 7 project teams at the same time research and development live broadcast, has already on-line 3 products.

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But from the current competitive situation, Zhuang Minghao, vice president of panda TV, bluntly said, "for startups, the possibility of being a unified live broadcasting platform is very small and can only be found in vertical or characteristic fields."

It is not hard to see that in the field of live broadcasting, the Blued and LesPark live broadcasting platforms that focus on the LGBT group, the online broadcast of the cool learning network focused on education, and the live travellers are constantly emerging.

"There are bound to be one or two huge platforms, and there are many heavy vertical areas at the same time."

Gao Hongqing, managing director of Da Chen venture capital, said.

IP of influence

According to CBNData's latest "2016 China electricity supplier red man big data report" shows that in 2016, the red man industry output value is estimated to exceed 58 billion yuan, but the path to copy Papi sauce is very difficult to achieve.

In the view of Tan Qunzhao, the founder of rich capital, the business logic of net red economy is the same as the previous live broadcast. The essence is the onlookers' economy. From the perspective of net red, we must have IP and have the ability to continuously create IP.

"Net red economy is a good point is a real person, everyone has their own characteristics, but the drawback is that he is a living person, not a IP controlled by the company, which causes the industry to have talent flow and cost increase in the long run. This is a phenomenon that the industry is bound to face."

It is easy to see from the recent incident of Wang Sicong's "A Yi on behalf of the LOL incident" that the mutual "poaching" between the webcast platforms is no longer fresh. Some of the anchor's revenue has exceeded tens of millions of yuan, but burning debts and digging debts is not a permanent solution after all.

Gu man man, managing director of the real fund, has invested in the Papi sauce project. In his view, Papi sauce is not far away. The complementary role of the team will bring the whole project to a greater direction, which is a more important criterion for investment.

"To the end, net red economy still needs to achieve synchronous traffic, and IP will influence its personal influence. The flow of IP is not only very huge fans, but also a group of very core users, who love you in your bones or hate your bones."

He said.

Competitive data analysis

In the vertical field of live broadcast, the power of live broadcasting can not be ignored.

The number of users has exceeded 90 million, and the peak audience has remained at hundreds of thousands of levels.

In view of the current situation of the electric industry, whether it is competition or club, participants and profit makers are concentrated on issuers and operators.

Zhang Liangwei, chief analyst at Dongfang securities Internet, observed that the development of the Korean electric industry is far ahead of China, and the live telecast has played a very important supporting role.

In China's traditional media channel control, the Internet based live broadcast platform accelerates the whole industry process.

Tan Qunzhao believes that new products will appear in the future, such as opportunities in VR and mobile terminals, but opportunities are not popular because competition and ordinary games are more concentrated, and the final games will not exceed five or six.

Beyond the form of new products, electric competition.

The live broadcasting industry is also particularly objective.

Michael Lewis (Michael Lewis)'s best seller, "penalty kick", describes the massive data on athletes and games in the course of competition, judging the efficiency of athletes and formulating corresponding operational plans.

"If we regard the game as a sport, data analysis is a very important part. Just like the NBA of the United States and European football, data analysis firms is a very important part of this link."

Tan Qunzhao said.

Gu Yuhao, general manager of competition far investment, also said that he was very optimistic about the data analysis of the competition from the perspective of the fund.

For example, using electronic data analysts to collect heroic data, players' customary data, equipment data and so on, the future can provide industry events report, screen potential players, guessing and so on.

Far away investment is mainly committed to investing in companies and projects that compete in every ecological chain. Among its investment teams, Li Xiaofeng, Pei Le and Zhou Hao, the three founders of WE club, are among them.

But Gu Yuhao also said this.

Just beginning, industry development and the change of consumption habits after 1990s will be closely related. In view of it, apart from the League of heroes, the next exploding global content will be generated on the basis of VR.