Top of the big era

Zhou Buqi got on the plane and set off for Europe. This business trip is relatively short. Neither Baoshan nor Linlin will go, and Aunt Xue doesn't want to bother with it. She has to keep jet lag.

In addition to the two secretaries, Sun Wanran and Ning Lu, I only brought two girls, Jiang Bingjie and Li Xinwan, with me. They were very leisurely and didn't do much work on weekdays.

We set out at night and when we arrived in Europe, it was basically night time. After a few hours of rest, it would be dawn. All the work would be done on the next day, so there would be no need to be too tired.

On the plane, Zhou Buqi spoke to Lu Qi, focusing on the acquisition of Lufthansa's IT infrastructure department. Liu Qiangdong's remarks about JD Logistics gave Zhou Buqi a deeper understanding of Ziweiyun's expansion of its fiber optic business.

The role of optical fiber in cloud computing is a real core value.

It is almost exactly the same as the role of logistics in e-commerce.

Logistics is for transporting goods in e-commerce; optical fiber is for transmitting data in cloud data centers.

Lu Qi gave a very clear statement: "Without considering the economic cost, I 100% support Kurian's idea."

"Did he convince you?"

"No, we have not had conversations in this area. However, yesterday... on the weekend, I went to meet with executives from several carrier companies."

"What did you say?"

"It's mainly a judgment about data and fiber optics." Lu Qi paused, "Now we have entered an era of data explosion. The explosion of data scale requires not only larger-capacity data centers to store data, but also more More and better fiber optic networks to spread data.”

Zhou Buqi nodded, which was not a surprising point.

This is inevitable.

Lu Ji continued: "However, mobile Internet products have caused operators to panic. For example, our Helo, this OTT model, has dealt a fatal blow to the SMS business. And Skype has even caused The call business has been affected. In the new mobile Internet era, Internet service providers will seriously eat up the profits that originally belonged to Internet service operators. This unbalanced development of providers and operators may lead to market distortions ."

"Um!"

Zhou Buqi has a very clear understanding of this kind of analysis. Combined with his foresight, he is confident that his advanced thinking in this area is the first in the world.

What motivates investment?

It's confidence.

It is the belief that you will make more money in the future.

Under the great wave of mobile Internet, operators all over the world have been attacked by Internet giants. The OTT model has seriously damaged the profits that originally belonged to the operators.

This is determined by talent factors.

The best talents have all gone to the Internet giants. They will continue to innovate and come up with many wonderful ideas, and then snatch away the profits from other industries.

In the name of high technology, they went to other industries to plunder crazily, and gave a nice saying: "Let the Internet empower other industries."

All industries targeted by the Internet will basically be reduced to tools to help Internet giants make money. Their core positions will be taken away by the Internet giants, and they can only become vassals.

For example, in the taxi industry, taxis were originally the core. After the emergence of online ride-hailing, the Internet platform became the god of this industry;

For example, in the banking industry of transfer, storage, and lending, banks were originally the core. After the emergence of Internet finance, banks became the risk bearers and small treasury of the Internet.

Another example is the film and television industry, music industry, advertising industry, sales industry, clothing industry, media industry, etc. The Internet rules the world.

Of course, this also includes the operator industry!

This is the Matthew effect of talent gathering.

The Internet is so powerful that the world's top talents have entered the Internet industry. This results in the overall industry IQ and innovation capabilities of the Internet being far ahead of all other industries.

Then, there was nothing polite about it.

Intelligence crushing.

The Internet started to eat everything.

In domestic terms, it is the disorderly expansion of capital. This is obviously a description of a non-market economy, but it can effectively prevent the Internet from becoming more powerful and greedy.

There are ways to curb this momentum domestically.

This is not possible in developed countries such as Europe and the United States that pursue independent adjustment of market economies, which will inevitably lead to the increasing market value of Internet giants and their expansion.

All other walks of life will inevitably be harmed and become vassals.

However, being a vassal means a lack of enthusiasm for struggle and investment confidence, which is irresistible human nature.

For example, Xiao Ming invested 100,000 yuan and opened a spicy hotpot shop at home. The traffic is very strong and he can earn 10,000 yuan every month. It is expected that the cost will be recovered in 10 months.

This is a good business.

However, if Xiaoliang sees that Malatang has a lot of customers, he goes to sell and sing outside Malatang. With almost zero investment, he can earn 20,000 yuan a month.

That's it!

Xiao Ming took such a big risk and invested 100,000 yuan to start a business, but he could only earn 10,000 yuan a month. Xiaoliang earns 20,000 yuan a month by relying on traffic without spending a penny. Why?

There will inevitably be conflicts between the two parties.

At this time, the negative emotions of human nature burst out uncontrollably.

Xiao Ming's business was doing so well, but he lost his enthusiasm for opening new stores.

Opening a new store can make money, so what?

I spend so much money to earn 10,000 per month, but others can earn 20,000 per month without even a penny of investment. This is so unfair!

Xiao Ming will lose his enthusiasm for investment.

Xiao Liang thought this business model was quite good, so he started to bypass Xiao Ming and open a spicy hotpot shop by himself. The purpose of opening a store is not to sell Malatang, the "commodity", but to create traffic, the "core value" of the business model.

Jingdong wants to do its own logistics, Netflix wants to make its own movies, and Didi wants to build its own cars... The logic behind it is actually the same. The Internet has self-operated attributes. In order to make money on goods such as logistics, movies, and cars, it is Treat these self-operated businesses as core values ​​that serve a larger business model.

The same goes for operators.

With the development of the times, operators will become wage earners of Internet giants, which will seriously affect investment enthusiasm. Operators spend so much money to lay optical fiber and then make a small profit for themselves. Internet giants do not spend a penny of investment, but they can make a big profit... This is so unfair!

The result is that the laying speed of optical fiber cannot keep up with the development needs of the Internet giants' business growth.

what to do?

Domestic operators are state-owned enterprises, which is a blessing for Internet companies. In order to meet GDP growth requirements, the national finance must invest a large amount of money in infrastructure construction every year. The same cannot be said for foreign countries. If operators lose motivation, the only choice is for Internet companies to take over.

For example, who laid the several tens of thousands of kilometers of submarine optical fibers that later crossed the Atlantic and Pacific Oceans? Operator? Of course not, whoever has the greatest interests will have the motivation to do it.

In the end, Microsoft Cloud and Facebook jointly funded the project to connect North America, Europe, China, Japan and South Korea through better submarine cables.

Zhou Buqi's thinking has changed somewhat.

Start supporting Kurian.

It seems that the fiber optic business is really necessary. This is a necessary moat for long-term development in the future.

By acquiring Lufthansa's IT infrastructure business unit, we can get off to a good start.

After briefly talking about his views on the optical fiber business, Lu Qi continued: "By the way, the game streaming media you asked me to pay attention to has some direction."

"Oh? What is it?"

This is also a direction that Zhou Buqi pays great attention to.

Lu Qidao: "There is a video website called Justin.tv. Its performance is relatively average. All streaming video websites in the United States are not ranked in the top ten. However, the website design of Justin.tv is divided into Social, technology, sports, entertainment, news, games and other sections. Among them, the game section is the most popular. But looking at the direction of games, Justin.tv is number one in the United States, with higher traffic and attention than YouTube."

"Ah?" Zhou Buqi was slightly startled, "Video website? How do you understand game streaming media? A video website that makes game videos?"

Lu Qi immediately realized that he had misunderstood, and was very embarrassed, "Then how should we define the concept of game streaming?"

"Well……"

Zhou Buqi didn't know how to talk about it for a while.

He just has some idea.

But I really don’t know what kind of proper noun to use to describe it. Indeed, the term "game streaming" is not accurate enough, and it is not surprising that it leads to semantic differences.

Zhou Buqi said: "The Facebook open platform, the Apple Store, these are great business models, running a platform to extract 30% commission. I mean, is there such a game platform, where you can download many Multiple games and networking with each other. The platform draws a commission.”

"Steam!"

Lu Qi immediately realized what Boss Zhou was talking about.

Zhou Buqi smiled and said: "Yes, it's Steam. Changyou has launched a game called Dota, which is used for online competition on this platform. I think it's very good. Ziweixing may not need to directly make games, but it can have such a platform .The business of collecting taxes is the best business.”

Lu Qi said: "Shall we do it ourselves?"

Zhou Buqi said: "Is it difficult? I mean, is it possible to acquire this platform directly? You can try to get in touch with it."

"OK."

"Also, the game video business you just mentioned is also a good direction. The game industry in the past few decades has been far from developed. In the next era when entertainment is king, the game industry will usher in A real explosion. A game streaming website, an integrated platform for games... It’s a good idea at first glance.”

Zhou Buqi has never given up on the gaming industry.

It feels like the time is almost here.