Byte Beat To Launch "All-Out War" In Education Industry: Can AI Products Bet To Get Rid Of The Curse Of Bat Investment In Education?

On October 29, byte beat released the unified education brand "vigorously education", as well as a new intelligent hardware product "vigorously intelligent lamp".

"Byte beat started to make some attempts in the education industry in 2018, and started to make full efforts in 2019." Strong education CEO Chen Lin said.

Top bat education is not successful mantra, byte beat is the only domestic Internet giant to fully invest in the education industry.

Prior to that, byte skipping adopted the following tactics and frequently entered the "tuyere" track. In 2018, gogokid was launched and vipkid was benchmarked. In 2019, Qingbei online school was acquired to enter the live big class course track. In 2020, guaguagualong was launched to compete with zebra AI class in thinking course.

In the education industry, byte jump has launched an all-round attack. At present, it has covered many scenes, such as extracurricular tutoring, school and family. In addition to the one-to-one foreign teacher and live broadcast large class track, almost every track has a number of products.

The byte skipping, known as "app factory", is also undergoing rapid iteration and verification in the field of education. In 2019, aikid, which was launched only half a year ago, was abandoned. The 21st century economic report reporter learned that the Qingbei small class, which was launched only a few months ago, has suspended enrollment and merged with Qingbei online school. But in the proven track such as foreign teachers' one-on-one and live broadcast of large classes, even if the market situation is not good at present, it will persist for a long time.

The big smart lamp, which is jokingly called the "big power magic lamp", is a new scene for education with byte beating. Yang Luyu, the person in charge of Dali intelligence, said that in this field, "we are the pioneers and we have made things that others don't have".

After a slightly messy start, byte hop pays more and more attention to using its own advantages to operate educational products: adhere to the multi track layout, continue to develop AI products, and try to cut into the Shuo Yin, headline system ecology But can byte skipping really catch up in the education industry with the advantages of capital and technology?

Entering a new educational scene

The significance of Da Li intelligent lamp for byte skipping is not only an intelligent product, but also a new business scenario. "We found that in the family environment, up to today, there is no good service, or even no service." Yang Luyu said.

Before that, tool apps such as photo search and question bank all need to rely on mobile phones. "But mobile phones are not the right device." Yang Luyu said.

According to Yang Luyu, Dali intelligent light is equipped with AI camera. With the help of voice and visual recognition, it can realize the following reading, word searching, explanation, correcting and other functions, and support the remote collaboration between parents and children.

"Frankly, I actually explored this entry point of byte skipping in 2016-2017. I want to say that this step of byte skipping must be taken. As long as we insist on exploring, these necessary tuition fees will not be paid in vain. " Hu Guozhi, founder of private school, an online education institution.

Hu Guozhi once founded the education o2o company to provide family tutoring. In 2016, he founded a private school that provides smart education solutions for after-school trusteeship institutions.

"If it was me, I would only pay attention to the learning guidance of the learning subject and the parent-child relationship in family education. Respectfully, the byte skipping team is already focused on this area. " Hu Guozhi told the 21st century economic report.

In his opinion, the past educational information products were first used by schools and teachers, but they did not create good learning tools for students. To change the traditional learning methods, students should have greater initiative.

"Byte skipping is an excellent data intelligence company, and only based on data intelligence can we teach students in accordance with their aptitude." Hu Guozhi said.

Strong smart light means that byte skipping begins to collect learning data of family scenes. Before that, byte skipping purchased big data and AI science of school products, and invested in Xiaoyang education, thus breaking through the data ecology of full learning scenarios. Almost every scene is a multi product mechanism. In the family scene, extreme class big data has launched parent and student end products.

AI and traffic are the biggest advantages of byte skipping, and these two factors are accelerating their penetration into educational products. The opening English of byte beat comes from a bilingual talk show "Panji Jenny tells you". The most important features of this product are the webcam anchor and AI technology.

With the same strategy, there is another product, tangyuan English, which has packaged a number of shaking tone English experts and launched a video AI interactive course of oral English.

This year, we launched a video conference on the 29 th of this year's education program. In August this year, the online live video teaching product Xuelang was launched.

"Xuelang now has a lot of teachers who are independent content creators in shaking tone, headlines and watermelon. They can attract fans by publishing short videos, and they can also provide some paid services to these fans, such as paid columns and live classes, to realize realization." Chen Lin said.

Using AI to enter the enlightenment track

Byte beat has recently entered the enlightenment education track. The zebra AI course of standard ape counseling has launched guaguagualong, including English, thinking and Chinese subjects. It provides interesting enlightenment courses with animation and real person guidance for children aged 2-8 years.

According to late latepost, the monthly revenue of zebra AI class has reached 500 million yuan, with more than 1 million long-term paying users. It is estimated that the revenue of zebra AI class will reach 5 billion yuan in 2020. At present, guaguagualong has a monthly revenue of 20-30 million yuan, with an annual long-term payment of 20000 users.

Guagualong is the focus of byte education products. It is reported that guaguagualong has also set a budget of 2 billion yuan in the summer vacation, with 1.5-2 million yuan per day in June.

However, a person in charge of an online education institution told the 21st century economic reporter that he was not optimistic about the business model of the enlightenment AI course because of its low price per customer, low willingness of users to renew their fees for young people. "After one or two years of learning, children will still flow to foreign teachers' one-on-one or K12 products."

Therefore, the enlightenment AI class is considered to be a large flow product. An online enlightenment founder told reporters, "the cost of AI courses is low, and the degree of dependence on teachers is low, so it can quickly expand the scale of users. Therefore, for large online education companies, AI courses can give products such as one-to-one and online schools, and the profits are completed by the latter. In addition, AI courses can also be used as teaching auxiliary products to enrich the reserves of Taiwan in teaching. "

"Byte skipping has flow and capital. Although the online school and English one-on-one products have limited capacity to undertake, we can take advantage of the fact that the AI course of Enlightenment has just started, first" burn money "to do large-scale, and then consider the follow-up operation." He said.

Vigorous educators also told reporters, "we are optimistic about the development of the field of enlightenment education. AI interactive course is also launched to meet the needs of different users in different scenarios. The industry as a whole is still in its infancy, and we feel that the core is to do a good job in products. "

Dormant or declining

But in the traditional teaching product track, the byte jump performance is not satisfactory.

In May 2018, gogokid was launched. This is the first educational product with byte beat. It is a one-to-one platform for foreign teachers for children aged 4-12. It was already a red sea at that time.

After six months, she became the spokesperson of the go go go go go go go.

At that time, the foreign teachers' one-on-one track was experiencing the pattern of head to head scuffle among vipkid, dada English and vipjr, and vipkid gained the largest market share with a loss of 2.2 billion yuan in 2018. Vipkid insiders told the 21st century economic report, "it is because of gogokid that the bleeding of vipkid has continued for another year."

In the competition, gogokid has been pointed out by industry insiders that the salary of teachers in North America is higher than that of peers, and the student fees are lower than those of peers. However, it fails to achieve the ideal scale. At present, the number of students is only about 20000.

According to the filing information of Beijing Municipal Education Commission in June this year, only 4622 foreign teachers were registered in gogokid, 11621 in 51talk and 83472 in vipkid.

In May 2019, byte beat acquired Qingbei online school and entered the field of live large class classes. In the past year, Qingbei online school has been in the strategic reserve stage of recruitment, and there are not many market moves.

Qingbei online school once recruited famous teachers with an annual salary of 2 million. In May this year, the number of lecturers increased 6 times compared with that of last year, and the number of tutors was 10 times that of last year. According to the teacher qualification information on its official website, the number of lecturers has exceeded 100, reaching the scale of the head organization. But according to late latepost, there are only tens of thousands of students at Qingbei online school.

"At present, the development of Qingbei online school is still in an orderly way, and more talents are welcome to join. In terms of delivery, we will take into account the market environment and user feedback. " Byte beat related people told the 21st century economic report.

The 21st century economic report reporter learned that Qingbei online school is working hard to polish its products, including user research on mascots and UI experience. The head of the class is not limited due to the size of its online class.

The competition of live big class track has become increasingly fierce, and the annual marketing investment of several head organizations is expected to exceed 10 billion yuan. People close to Qingbei online school told the 21st century economic report that if Qingbei online school wants to achieve super rapid growth, it is bound to need large-scale investment, and Qingbei online school is also exploring new ways to obtain customers, such as 0 yuan courses and enrollment.

"The advantage of byte system products is that other educational institutions put advertisements on byte series products, and they have a better understanding of the effect and method of delivery in the education industry." The people said.

The current person in charge of Qingbei online school is Deng Shujun, who was the director of Research Department of ape question bank and the technical director of Netease Youdao. He said that he used more personalized technology in the process of online teaching. For example, through data analysis to make the diagnosis of learning problems, according to the students' different learning progress and level, match different exercises.

At present, byte skipping has launched the interactive recording and broadcasting AI course for senior high school students, which has not yet been promoted to the market.

Byte beat used to launch K12 online small class product Qingbei small class in August, but 21st century economic report reporter learned that Qingbei small class has stopped enrollment and merged with Qingbei online school. It is very difficult to operate K12 small class products online, and there is no successful large-scale product in the industry at present.

"For products that need to invest a lot of manpower for in-depth service, I think byte skipping should be seriously reviewed. Once the latecomers have established a more efficient and effective system, there will naturally be an opportunity to reverse the trend. " Hu Guozhi said.

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