Lei Jun brushing the screen, it is difficult to hide the Internet trough

Author | Xiaoman

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Although Lei Jun's annual speech was commented as chicken soup by some netizens, when the entrepreneur who came out of the first wave of Internet in China, standing on the stage to talk about the trough of life, it will make people who are happy about the past. The Internet rivers and lakes produce a heroic twilight and beauty.

In recent years, the Internet leaders have been silent. Ma Yun's retirement of Zhang Yong, Xu Lei took over Liu Qiangdong, and Ma Huateng, who had always been low -key, appeared at a heavyweight conference like the two sessions. The "BATJ", known as the four Internet giants, only Li Yanhong, who was left on Baidu, still insisted on showing public appearances to stand for the company's new business platform.

From an optimistic perspective, the Internet leaders have worked hard in the industry for more than 20 years, and they have become famous for more than 20 years. Like the former richest man Zhang Chaoyang, the life ideal of a physics teacher in the live broadcast room is also a typical model to realize the value of life. But when the former big brothers have tested the curtain one after another, they can't help worrying how to open a new page?

Dangwu Zhenfan becomes a "Sanchang Rice"

From 2014 to 2017 is definitely the most lively period in the Chinese Internet industry. In 2014, Jingdong and Ali were listed, and the development of the Chinese e -commerce industry reached its heyday; the Internet entrepreneurial wave and the sharing economy flourished, and a number of Internet rookies such as the US group, Didi, Kuaishou, bytes were given. The unprecedented open public opinion environment established by social media has also caused the big brothers to become "big V", while endorsement of their own business, while watching social hotspots with netizens.

In 2017, Ding Lei, Liu Qiangdong and Wang Xing, and the "Wuzhen Diet" organized by Yao Jinbo during the Internet conference, was nicknamed by netizens as the "top meal" of China. However, since then, the lineup of the "top meal" has begun to be greatly reduced, and the original big guys have dinner to eat a meal.

In 2018, Jack Ma joined the meal for the first time, but only a few heavyweight guests present were Ding Lei and Zhang Chaoyang. In 2019, the so -called "Wuzhen Diet" was only sitting on the sitting of Ding Lei and Li Yanhong. In 2020, the 7th World Internet Conference was canceled, and the "performance stage" of the big brothers also disappeared with the meal. The "Wuzhen Diet" has changed from prosperity in 2018, and the Internet industry has been in trouble since then.

This year, "supervision" became the main theme of the Internet industry.

Under the provisions of any institution and individuals that "does not hold the" Information Network Communication Audiovisual Period ", they are not allowed to open a live broadcast answer program", and they thought that the answers to the second spring of the live broadcast industry in the second spring industry were finally out of line. Because the "eating chicken" mobile game, Tencent, NetEase, and other Internet game factories that were unacceptable to play were closed, and the stock price fell. Some of the popular games that have been launched are also removed from the shelves because of violence and proclaiming gambling.

Beginning in the second quarter, the supervision of self -media, news, and short video platforms has gradually stricken. Today's headlines, Netease News, Kuaishou, and Douyin have been interviewed by relevant departments. Well -known live broadcast platforms such as Douyu and Huya Live are facing law enforcement investigations. A number of illegal anchors such as "Tianyou" and "Five Five -Five Kai" have been banned.

While the Internet "entertainment" was severely regulated, the "new noble" of the Internet also began to expose its own problems. In August 2018, Didi Shunfeng's business occurred twice in three consecutive months in three months, and was forced to stop operation and rectify. After experiencing continuous expansion, the shared bicycle sharing of OFO, because the user's deposit could not be refunded, the final collapse of the user's deposit, from the valuation of 20 billion to the debt 6.5 billion, only one year.

In fact, OFO's collapse is also a signal of capital tide. At the beginning of 2018, Xu Xiaoping's "online shouting list" and pushed the blockchain to the position of the new air outlet, but the price of bitcoin fell accelerated, and it had plummeted by 80%by the end of the year. Virtual currency transactions and related media have also encountered strict investigation. Many industry media platforms and self -media accounts have been banned, and the "wind outlet" at the beginning of the year eventually became a bubble. In addition, the thunderstorm of P2P also seriously crack down on investors' confidence. Whether it is users or capital, the trust of Internet products has been shaken.

The "people set" collapse of the big factory

Under the situation of strong supervision, the Internet leaders chose to keep the light and keep the "head birds", but as some gray mechanisms on the Internet platform were found and criticized, this passive approach could not prevent the image of the Internet manufacturer from becoming more more than becoming more. Negative.

In order to compete for traffic, e -commerce platforms take big promotion nodes such as "618" and "Double 11" as the key direction of the year. In order to obtain differentiated advantages, some platforms chose to force merchants to perform "two choices", which formed a certain business monopoly. In addition, in order to increase the attractiveness of promotional activities, e -commerce platforms have also dug empty thoughts to develop a series of complex discount gameplay, which not only did not bring a better experience, but also found false discounts such as "increased prices and then reducing prices".

In the field of ride -hailing, although Didi successfully survived in the subsidy war and controlled more than 80 % of the market share, the safety hazards of online car rental have not been resolved. The absolute advantage in the market has also made Didi constantly facing the question of "big data killing". As the most "pure" Internet business form, the collapse of the "human setting" in the public opinion environment is more representative. In the catering industry, takeaway is originally an important channel for expanding the income of merchants. Takeaway platforms developed from the group purchase website have also allowed many users to enjoy a lower price and choose more dining experience. However, the takeaway platform has been criticized to collect too high delivery fees from the merchants, and the advertising mechanism of the takeaway platform has also caused some small and medium -sized catering merchants to be snatched by large catering brands.

In addition, the takeaway track has been made of moral trials for the system operating mechanism. Meituan and other platforms have been accused that in the system, the rider's delivery time has made unreasonable requirements, which has led many rider to suffer huge physical and psychological pressure for a long time, and even ignore personal safety in order to complete food delivery in time. The crowdsses mode adopted in the takeaway platform did not provide the should be provided to the riders.

As for the information and short video platforms, although it has obtained a huge user group and traffic value in just a few years, the information cocoon room problem that may be caused by algorithms has always been the "sin" that bytes and fast hands cannot be erased. After the popularity of live e -commerce companies, illegal acts such as tax evasion, tax evasion, sales of fake and shoddy products, and bad guidance caused by fictional plots and vulgar live broadcasts have also been repeatedly criticized.

It can be said that in the past few years, the Internet giants have obtained a mature market with the help of excellent products, but at the same time they have also been caught in the criticism and accusations of users, so that the stereotypes of "original sin of the big factory" have been caused. In this industry environment, the new generation of entrepreneurial generations, such as Huang Yan and Zhang Yiming, has also clearer the impact of public opinion on the company. Therefore, it has always maintained a cautious and low -key attitude, and actively retired from other predecessors to the second and morning. Essence

For the "rookie" of the Internet, although Dimen's Dimen does not show room and opportunities to provide performance, the negative image of Internet companies is unavoidable. In addition, in the context of the end of the epidemic, industry activities similar to the Internet conference have been suspended, and the exposure opportunities have been greatly reduced. Choosing this time is not a good choice.

The rivers and lakes have passed, the second half is in another Internet

In fact, the Internet industry does not lack "rookie", but today's industry ecology makes it difficult for them to gain attention as easily as the industry's early stage. The development history of the Chinese Internet for nearly 30 years will also find that the well -known Internet giants have been born in the first 10 years of the industry.

In 1997, Ding Lei, who was originally an engineer at the Ningbo Telecommunications Bureau, founded NetEase; the second year, Zhang Chaoyang, who received a PhD certificate from the Massachusetts Institute of Technology, returned to China. Jingdong's name is engraved with the history of the e -commerce industry; Ma Huateng was established in November this year; by 1999, Ma Yun "regrets Ali" in Hangzhou; Li Yanhong, who returned from studying abroad, was on the first day of the millennium. Created Baidu.

The so -called heroes who have created heroes, taking the first generation of the first express train of the Internet, not only have an important scenario of modern network life from the portal websites, social networks, e -commerce and other applications. The capital market has reached the peak of life, and the control of the ecology of the seniors restricts the play of the latecomers.

To put it simply, BATJ is located in the Internet industry, forming the basic ecology of the Internet, and the follow -up Internet projects are based on these infrastructure innovations, including traffic, capital, and public opinion rights. Controlled by the "basic ecology", new startups can only develop in the "circle" painted by the giants, which leads to the market value and business scale of the new company. Spend.

Take a simple example. After Tencent firmly stabilized the first challenge of social applications, many challengers appeared. But whether it is the flashes of the bytes, the oasis of Weibo, or the gel of the concept of the Yuan universe and the first music dating application MUS, which is not a positive attack on QQ or WeChat, it is based on the social market. Discover the micro -innovation of niche needs. And from the development of recent years, more and more innovative projects that have tapped the needs of niche needs. The entire Internet ecosystem has become a small circle because of the continuous subdivision tracks.

It is not only the reason why the latecomers focus on micro -innovation. The development direction of the Internet industry after 2018 has shifted from the original consumer Internet to the industrial Internet. The biggest difference between the two is that the former's business ecological distance is closer to the public, and the pursuit of the growth, activity and retention of user data, so it is easier to maintain its own public exposure. Value does not need to be exposed too much to the public vision.

Under the trend of the development of the industry Internet, in the past, Internet companies' high salary benefits to pursue high growth will face the return of value. Therefore, the layoff policy carried out one after another is also a specific phenomenon of the transformation of the Internet industry. And this part of the transfer of talents and resources will flow into the industrial Internet, so the future "big guys" are more likely to come from new fields such as intelligent manufacturing, artificial intelligence, and industrial Internet. In Lei Jun's annual speech, he mentioned a lot of intersections with the Chinese initial Internet leaders. In the words, there are both vivid emotions and some memories of beautiful memories.

People finally realized that the stalks of "regreting Ali", "unknown wife beauty", and "ordinary families" at least 5 years ago, with their source, also went away with the Internet rivers and lakes that were happy.

Once upon a time, people have been looking forward to seeing the exciting plot of the Internet industry staged the stimulating plot of "the waves of the Yangtze River pushing forward, the front waves died on the beach". But now the former waves have gradually retreated, but the original turbulent rivers and lakes have no succession, which is exciting.

Fortunately, the Internet is always full of possibilities. We might as well look forward to seeing a more exciting world in the next rivers and lakes.

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