Top of the big era
Chapter 2862 Intelligent Services
There are first-mover advantages and late-mover advantages.
The so-called late-mover advantage is formed based on the "first-mover disadvantage". Because when we first start, the road ahead is confusing, no one knows where to go, and it’s easy to go wrong. And once you make a wrong move, it's often difficult to go back.
Latecomers can summarize the experience of their predecessors, avoid their mistakes, and choose an optimal route.
Musk may have taken the wrong path this time.
He didn't expect that artificial intelligence would develop like this, but Zhou Buqi, a layman, was right. It really was the route from CPU to GPU. In order to allow Tesla to use a more powerful CPU, he even developed a self-developed closed vehicle system.
But after everything was done, I discovered that if I wanted to develop top-level autonomous driving technology, I didn't need a top-level CPU at all. It was enough to use the Qualcomm chip paired with the mobile system.
Musk's business style has always been to "cut corners". If you can use one screw, you will not use two, and if you can use cheap materials, you will not use expensive ones. If he had a choice, he wouldn't have spent so much money to develop a vehicle-mounted operating system with serious flaws in its application.
The domestic new energy vehicles that followed later were different.
Each company's in-vehicle system is developed around Android, directly relying on the Android ecosystem, and quickly built their powerful and rich in-vehicle ecosystem, including various voice assistants that can also be seamlessly connected, quickly building orders Incredible car and machine experience, it can be said to be the world champion.
In comparison, Tesla's smart cockpit experience is far from enough.
Especially the much-maligned navigation.
Many people don’t quite understand why Musk can even build a rocket, but why can’t he create a good navigation product?
In fact, it really can't be created.
The technical difficulty of navigation does not lie in how high it is, but how wide it is. It requires a large team of thousands or tens of thousands of people to update road surface information in real time. Only professional navigation companies can do this. Tesla just bought some map data from outside and developed its own navigation software. It is impossible to compete with the top navigation products on the market.
Domestic cars are different.
All use the Android version of the car system.
Navigation products that can be directly used on mobile phones and tablets at the level of AutoNavi Maps and Baidu Maps are not comparable to Tesla, which is half-baked in navigation. Even if they go overseas, domestic electric vehicles can directly use Google Maps and can beat Tesla in an instant.
The most important point is that with the application and popularization of autonomous driving, drivers will have more opportunities to "distract driving" while driving, and there will be more and more people enjoying the functions of the car in the car. Chance.
Self-developed systems like Tesla’s will have increasing limitations.
Shen Xiangyang said: "The self-developed system is better than the open source Android in terms of security. However, it is only stronger. If a hacker can break into the Android system, then he can break into Tesla's system. It’s not a difficult thing.”
Zhou Buqi said: "I understand."
Shen Xiangyang smiled and said: "Are we going to develop an Android-based car system?"
Zhou Buqi was no longer a novice now, so he was a little surprised, "Is it necessary? Isn't this thing very competitive? Even China Mobile, China Unicom, and even Xiaomi can develop modified mobile operating systems based on Android. Isn’t an Android car system simpler?”
Shen Xiangyang smiled, "It's not difficult. The Android open source community is now so powerful that it has provided many ideas in various directions. As long as you can think of it, there is basically a framework. To develop the Android version of the magic modification system, It just gets easier."
Zhou Buqi said: "That's right, since it's so easy, it's all in vain."
If it is purely self-developed, like Tesla, it will be very difficult.
It would be very simple to develop a car system based on Android.
Any car manufacturer can develop its own "unique" in-vehicle system.
Even if Ziweixing plans ahead and develops a finished vehicle system for the domestic electric vehicle industry, there will be no market. New car-making forces transforming from the Internet must all "self-developed" vehicle systems.
Shen Xiangyang said: "That's not necessarily the case. China Mobile and China Unicom can develop the Android version of the magic modification system. That's because they hired a third party, and they are communications companies that deal with the Internet all the time. Many traditional car companies are different. , the CEOs of those car companies may not even know what the Internet is. That time I saw the chairman of a car company in China, and I wanted to add him on WeChat. He didn’t even know what WeChat was. He was a complete idiot. Internet illiterate.”
"Ah?" Zhou Buqi understood what he meant, "You mean to provide services for traditional car companies?"
Shen Xiangyang said: "Yes, those traditional car companies basically know nothing about the Internet. Recently, a domestic car-related website is going to be listed on Nasdaq. Their profit model is to play with those traditional car companies. We can make billions from them every year. It’s impossible for a website like this to make a penny from Tesla. Musk comes from the Internet, and he knows what the Internet is all about.”
Zhou Buqi said with a smile: "Don't myth him, he is not me!"
"ah?"
Shen Xiangyang burst out laughing.
Zhou Buqi said: "I'm really not being modest, nor am I bragging for these domestic Internet peers. You said Tesla will not pay money to such websites, that's because Tesla is now operating abroad. All we deal with are those foreign car websites. When we develop in China in the future, we will deal with domestic car websites... Hum, even Musk will have to bow before our domestic Internet colleagues and pay the dues. money."
Shen Xiangyang said: "It is really possible. The Internet business model in China is becoming more and more thorough. So I think Ziweixing should develop a car operating system. It just so happens that you are not promoting new energy vehicles in China recently. Major policy reform?”
"Domestic?" Zhou Buqi was very cautious about this. "A car is not a mobile phone. Driving on the road is often life-threatening. After building a time-sharing car-machine system, the next step is to build a real-time car system." I don’t think it’s a good choice to use a control system to make money, but it might damage the brand.”
Cooperate with those traditional car companies and provide them with intelligent systems... Once a traffic accident occurs, whose responsibility is it?
In a car accident, the main responsibility is of course the car.
Behind the intelligent system, there is also a mechanical system.
Even if the intelligent system goes wrong, the mechanical system has been in use for decades or hundreds of years, and it still goes wrong?
Cars are mechanical products, the intelligent system is just the application layer, and the mechanical system is the bottom layer.
But once something happens, it's hard to explain.
In the previous life, Huawei, as Shen Xiangyang said, did this kind of business. Huawei is also divided into two distinct groups. One group is firmly opposed to making cars and is afraid of affecting the company's brand; the other group is determined to rush in because it is easier to make money than to pick up money by serving traditional car companies that know nothing.
Another reason for Zhou Buqi's resistance is that those traditional car companies are state-owned enterprises.
Zhou Buqi said: "I'm not interested in cooperating with those big state-owned enterprises. Fair transactions with clearly marked prices in the market are more suitable for people like us. I am interested in promoting the development of the domestic new energy automobile industry and looking for opportunities to change the domestic automobile industry. In the global situation, I have never thought about building cars. It’s as if I promote the development of the electric vehicle industry for my own benefit.”
Shen Xiangyang thinks this is a good direction, "If it doesn't work at home, it can work abroad! Big car companies such as Mercedes-Benz, Porsche, Ford, Toyota, Hyundai, and General Motors are not as good as domestic state-owned car companies in improving smart cockpits." !”
"Um."
"Whether the future is dominated by electric vehicles, hydrogen energy, or fuel vehicles, there is one trend that is certain, it must be smart cockpits, and it must be the intelligence of the Internet. Cars must become more and more intelligent, just like You are talking about a mobile device. The development of intelligence among these traditional foreign car companies is really worse than that in China. Now that Tesla has come out, the recognition and popularity of consumers is enough to illustrate this kind of Internet. Smart cars are the future direction.”
"We provide car and machine services to serve foreign car companies?"
"Yes!" Shen Xiangyang is a car enthusiast. He firmly believes that this is a good direction. "This is a huge opportunity! Google is working on autonomous driving, Apple is said to be producing electric cars, and Microsoft is still in the midst of a transformation. Stage. Now the only Internet giant in the world that has the strength and choice to build this car-machine platform is Ziweixing International.”
Zhou Buqi said: "Then we can't do it anymore!"
"Why?"
Shen Xiangyang didn't understand very much.
At this stage, Amazon and Facebook are unable to lay out the automobile track, and Google, Apple, and Microsoft all have their own plans. This vacated market is simply tailor-made for Ziweixing International!
There is no technical difficulty in the car system based on Android. At least with a little effort, Ziweixing can develop the best car operating system in the world.
Those big car companies are extremely rich.
However, it knows nothing about the application of intelligence and is worse than traditional domestic car companies.
If you provide them with smart services, wouldn't it make money faster than robbing a bank?
This business is simply wonderful!
Zhou Buqi said: "Even if we want to do it, it is not now. As you said, these large foreign car companies are very slow in their intelligent transformation. This is a good thing! This is just an opportunity for the domestic automobile industry to seize." One thing to take advantage of. In ten years, all smart connected cars in the world, except for Tesla, will be domestically produced. This will greatly increase the share of domestically produced cars in the world. If we help foreigners fill in the gap. If there is a lack of intelligence, won’t domestically produced cars lose a vital competitive advantage when they compete globally? I can’t do this kind of thing, let’s talk about it!”
"Well……"
Shen Xiangyang was speechless for a moment.
I can only sigh secretly.
Boss Zhou is indeed not an ordinary businessman. He deserves to be the richest man, at least from a domestic perspective.
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