"Silent" Google, have you left behind?

Standing at the end of the mobile Internet era, we are all looking for the keys of the next era.

It has been 15 years since Jobs knocked on the door of the mobile internet era with the iPhone. In these 15 years, relying on the huge business network built by smartphones, the payment has become more convenient, the travel is smoother, and the life is richer ...

But it is only 15 years. Let us stand on the plateau of science and technology, look at it, and it is difficult to find higher mountain peaks and further roads until new energy becomes a recognized direction.

In 2019, the completion of the Tesla Shanghai plant made this almost "falling" company jumping up, rising all the way and surpassing. After surpassing Toyota to become the world's largest car company, the global capital market began to recognize Tesla's logic and re -gave it a new valuation.

Bringing the entire industry with its own power, this is not Tesla's unique patent. For example, Apple in 2007, Google in 2011, and Amazon in 2015 are typical representatives.

Also in 2019, the 46 -year -old founder Larry Page and Sergey Brin, one year older, handed over Google's power to Pi Gua.

Saying such a world -class Internet company "control" easily, Larry Page and Sergei Brin have their own considerations. They said in an annual public letter that we have never been greedy for people. Now the company has a better management method. Google and Alphabet do not need two CEOs. Pi Gue is the best candidate. "

In fact, in the past two years of the epidemic, the world's larger Internet companies seem to quietly conduct the transfer and replacement of the company's power. Whether it is Google or Amazon, whether it is Ali or bytes, those who are still in middle -aged companies are founded by middle -aged companies, and those who are still in middle -aged companies are founded by middle -aged companies. When a person handed over the power of the helm to the new team, he was lucky that it did not cause great fluctuations. At this increasingly pace, more and more business giants are aware of it, and orderly inheritance is more important than others, and even more important than the enterprise's phase expansion.

Everything changes quickly. When more and more new concepts become the object of capital competition, traditional Internet companies seem to be "losing" sound.

When the new concept is full of corners of the global business system, when Tesla replaces Apple, Google, and Amazon as the world's latest and largest investment window, when Facebook renames Meta, the global investment industry almost only one left has left one left. The sound is the new energy and the Yuan universe.

Two years have passed, and the global new energy industry has begun to cool down. After measuring the standards of car companies became delivered, we magically discovered that in the past, traditional Internet companies not only did not lose behind, but also went to a new level.

The big wind mouth does not necessarily give birth to great companies, such as weWork of the shared era; traditional Internet does not mean that it will definitely fall behind, such as the old Microsoft and a slightly young Google, especially Google. When the market value of the US stock market is opened, it has unknowingly jumped to the third US stock, and the market value reached 1.4 trillion US dollars.

So, how does Google companies maintain competitiveness in the era of mobile Internet? Why can it be a company that can surpass Amazon to become the third largest market value of US stocks?

In fact, Google has not traveled to be detours and has paid expensive tuition fees.

In 2011, Google spent $ 12.5 billion to acquire Motorola. Larry Page, then CEO, said: "The combination of Google and Motorola can not only promote the development of Android, but also promote competition, accelerate innovation, and consumers to consumers Provide more choices and better user experience. I have confidence that these experiences can create huge value for shareholders. "

However, it is disappointing that Mercela Motorola did not make Google stand out in the field of hardware. Instead, Google absorbed a large amount of losses of Motorola, so that every quarter of performance was dragged down by Motorola.

In just three years, Google sold Motorola to Lenovo for $ 2.9 billion, drawing an end to this heavy mistake.

Of course, Google did not stop because of Motorola's mistake. In 2014, Google bought Nest Labs at the cost of $ 3.2 billion in cash, trying to lay out the smart home industry, but this time the acquisition failed to achieve its goal. The painful lesson slows down the pace of mergers and acquisitions, and starts internal integration that can digest resources. Until the fire of Android phones, the Android system became another pole with the iOS system.

When the Android system also became the most important sector of the Google system, Google had tickets for the mobile Internet era. And when developers are required to receive a certain percentage of commissions when launching applicants such as Apple and Google, the "Apple Tax" and "Google Tax" have become the widest moats of these two companies.

In March 2021, Google stated that it will reduce the development of the developer's first $ 1 million in service fees from 30%to 15%. The name of "Apple tax" and "Google tax" proves that Google has proved GoogleThe strength of Apple in the era of mobile Internet also illustrates their unbearable position.It takes time to grow, and "silence" requires confidence.Although the increasingly "silent" Google comprehensive visits occasionally surpassed by TIKTOK, although the global business air outlet is changing at any time, although it is no longer like "young", it takes up the headline of the media.But the "traditional" Google and Apple are still standing at the top of the global commercial pyramid, and it is difficult to be challenged and ignored.

Therefore, "silence" does not mean falling behind, nor does it mean to start going downhill. After the barbaric growth period, the rest is just natural.

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