Global monopoly of technology

Chapter 653 [Earning too hard, jealous]

Google or its parent company Alphabet, a technology giant with a market capitalization of US$328.9 billion and one of the top ten listed companies in the world, has become increasingly anxious in recent years.

If you read the 2016 Four Seasons Report released by Google in January, it is not difficult to see why you are so anxious.

For this annual report, Alphabet lists its competitors in various fields, and you will find that Google’s life in the past few years can’t be described as “exhausted”.

In people's impression, Amazon and Google, the former is an e-commerce giant, and the latter is a search giant, the two seem to have no borders.

But in fact, in the list of competitors listed by Alphabet, Amazon has appeared second only to Bluestar Technology and the Côte d'Azur, and has appeared four times.

Data from September last year showed that Amazon has surpassed Google as the search engine of choice for most North American users when shopping. About 55% of users choose Amazon.com to start shopping. The proportion of shoppers using Google as the default shopping engine has dropped to 28. % Off.

In the field of vertical search, several websites, including Amazon, are Google’s competitors. The reason for this is that users can directly find the corresponding content through the built-in search engine of these websites, instead of searching through Google.

In other words, Google was diverted by these vertical search engines.

Then there is the Bluestar Technology Group. This name can be said to be a thorn in the eye and a thorn in the flesh of Google. The main battlefield of the two sides is in the field of video and advertising. As the "gemini" in the Internet industry, there is a huge commonality between the two companies. 'S revenue is very dependent on advertising.

Even though the business of Bluestar Technology is diversified today, advertising revenue in a broad sense is still ranked first.

Under the homogeneous income source model, Google believes that Bluestar Technology has formed a major competitive relationship with itself in four aspects: social networks, advertising platform services, online videos and digital assistants.

The main battlefield of competition with the Côte d'Azur is on the mobile Internet, and the core battlefield is the Android system and the WOS system.

The biggest headache for Google is not to build enemies in all fields. The company has achieved a volume of 300 billion US dollars. It is too normal to have competitive relations among various fields. The real headache is that in addition to the above fields, it also includes business sectors such as big data and cloud computing. Google They were all crushed, either by this opponent or by that opponent.

The only sector that dominates is the search engine.

Aggrieved.

But in the final analysis, it is for two words: traffic.

Therefore, Google now treats Bluestar Technology Group as the enemy of a lifetime.

The importance of traffic to Internet companies is self-evident, and it is no exaggeration to say that whoever has the access to traffic is the overlord of the Internet industry.

In the PC Internet era, social networking, search and browsers are the three major entrances to the Internet, and Bluestar Technology has a dominant position in the two major entrances, and search is also remarkable. The technology is completely fine, but only technology. Not yet. The ecology is more important than technology. Search has lost ecology in overseas markets. To put it bluntly, it has lost time. Therefore, only the ecology of Chinese search engines can be established.

The browser, one of the three major portals, is obviously a very important traffic portal. Many well-known companies rely on browsers to develop and grow.

Whether the user is watching movies, playing games, or buying train tickets, the browser can help.

In the era of mobile Internet, the dominance of the browser seems to have disappeared, and the user’s time and scene are more fragmented. It is the most direct Internet portal that uses APP, and entering through the browser will be troublesome and unnecessary. Therefore, it is mobile The status of the browser in the Internet era is far less than that of the PC era.

However, in the early days of the rise of smart phones, most people in the industry believed that mobile browsers would become the portal for mobile phone traffic. Just as the importance of IE on PCs, this was also the reason why Page suggested developing a browser at the time.

But then I changed this concept and felt that mobile browsers are overestimated. The reason is that the user’s time and scenes are further broken down. More and more APP applications are downloaded in mobile phones. At this time, most people think APP Occupying an advantage, mobile browsers have not become the most important entry point in the mobile Internet era.

So everyone changed their hearts again, except for Bluestar Technology.

Today, the global Internet industry has entered the second half.

The significance of the second half is the gradual ebb of user dividends. Domestic users are close to the peak. The era of explosive user growth has passed. The growth rate has slowed down significantly, and the cost of acquiring new users is getting higher and higher.

In these years, some people have come and some people have left. Only Bluestar Technology’s Afarid browser has consistently worked silently. It has realized the emergence of the mobile Internet era, and then radiated the PC side, and now multiple ports have fully blossomed. Now it is in the browser field. The market share of nearly 60% has been completed.

Right now, the industry found that the situation was wrong, and Google was the first to react and found that browsers were underestimated in the mobile Internet era.

Because the data does not deceive people, an internal Google survey found that the use of mobile browsers has grown faster than APPs. In this survey, among the top 50 mobile companies, only the traffic from APPs is larger than that of mobile browsers. Twelve, without exception, the main traffic from the remaining 50 companies is from mobile browsers. Among these 50 companies, the traffic from mobile browsers is more than twice that of APP.

This shows one thing, that is, mobile Internet traffic is becoming more and more concentrated, which is the success of Afarid.

At present, there are more than 3 million apps in the entire industry. Among them, the number of daily updated independent apps is close to 1 million. There are only a dozen promotion positions on the homepage of an app store, and dozens of them are extremely popular.

Many apps cost too much to acquire a real user, and it is too costly for startups. The existence of independent apps may sometimes be unnecessary, and WebAPPs attached to mobile browsers may be more practical.

Google has seen something more terrible, that is, the future Afarid browser is very likely to make users the only option for the Web. In the future, everyone will be subject to Bluestar technology and standards.

If Bluestar Technology is unhappy, it will do whatever it takes, and it will have to peel off if you die.

Luo Sheng looked at Zhang Bowen and others in the video conference and said relaxedly: "The possibility of splitting is less than 20%. This point is consistent with the general direction of Silicon Valley’s interests. The technology monopoly is not my family. Technology giants with a market value of more than 100 billion US dollars, which one is not a monopoly? Besides, they have to weigh the financial weapons in my hand."

Lao Zhang: "It makes sense, but it doesn't make sense either. It's impossible for people in Silicon Valley to fail to see this, then this matter..."

Luo Sheng laughed and said: "To put it bluntly, 10,000 is because Lao Mei regretted putting me into the North American market. It turned out that local companies in North America couldn't compete with me at all. Now that they can't drive me away, I started to make trouble with you. As the saying goes. , The children who will make trouble have candy to eat."

Zhang Bowen and other executives couldn’t help laughing happily. Although this metaphor is a bit weird, it is very grounded. Whether it is Bluestar Technology or the Blue Coast, it is an indisputable fact that they have made a lot of profits in the North American market. Mei jealous, I think you are too much and earn too much.

It's that simple thing.

Now, the company wants to open up new business in the North American market, no matter what it is, don't even want to get access.

It is worth mentioning that Huawei has always wanted to enter the North American market and compete with North American technology companies such as Cisco and IBM. Ali also wants to enter the North American market. President Ma also flies to North America in three days, naively thinking that he can convince the other party to let Ali in. Compete with Amazon.

Lao Mei's attitude towards this: Want to come in?No, you don't want to, don't even think about it!It won't work even if you rub it on the side.

When I put Bluestar Technology and the Blue Coast in, I have already regretted my intestines. Do you still want to come?There are no doors.

Luo Sheng said: "Those who do not seek the overall situation are not enough to seek a domain. Google may regard us as the number one competitor, but if we are not Google, we can't have only one Google in our eyes, otherwise we will inevitably fall in love. Going up to consider the overall situation, Google’s response is only a reflection of the overall situation."

Everyone can't help but nod their heads in agreement. Google has strong competitors in all fields, and Bluestar Technology is even worse. Which of the more than half of Silicon Valley's technology giants is not an opponent?And they are all first-class giants.

In fact, not only Silicon Valley, but also from North America to the world, the top peers are all competing with each other.

If you want to handle one thing well, you must consider all aspects, and if you want to do a good job in a specific aspect, you must proceed from the overall situation.

Luo Sheng left in front of the 4K high-definition large screen, returned to the sofa and sat down and took some new tea to make a cup for himself. At the same time, he said: "This matter first has to make a basic judgment. In the final analysis, Lao Mei wants sugar to eat. But it’s easy to make trouble. As long as it’s not too much, it’s okay to divide it up. The wool is on the sheep."

At this moment, Luo Sheng is very calm and rational. He analyzes the problem of gains and losses from the overall situation. Although the North American market is the most noisy and the least worrying, it is the company’s largest single market overseas, and no investment is required. Less, and a lot of effort. If you lose it, it hurts for a while. It's not too much to make a lot of money on other people's homes.

It's better than the last one that can't be caught. After understanding the king, the king of life, Luo Sheng had already expected these things.

Zhang Bowen said: "How to divide? About when?"

Hearing this, Luo Sheng pondered for a moment, and said: "How to divide depends on how to talk about it; when to divide, it depends on how the other party makes noise. To make money on other people's turf, we are away, and if they have home court advantage, Ability to move ahead. This is not a big problem. I’m afraid it’s a bit painful if I’m caught off guard. Don’t be afraid if there is an early warning. Just prepare to take over the fire. As for when, this year, But it will come next year at the latest, and whenever we assume that the other party will do something, it is enough."

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