What are Byte, Tencent and NetEase being attacked by the giants behind Metaverse?

As the internet industry is in decline and internet giants shake their heads to increase their product offerings, the concept of meta-globalization is ignited by capital.

First, Facebook changed its name to Meta and entered the meta world, then ByteDance took over the VR hardware company Pico, and Internet giants such as Tencent, Baidu, and NetEase followed in. as a refined and designed VR meta-universe.

Without a doubt, Metaverse has become the industry's most prominent signing investor, and Roblox, the games company with Metaverse, he says, has grown from $ 4 billion to $ 60 billion. , came out as a new financial story.

Why is capital mad about the meta world? Why do big manufacturers want to be successful? It is worth learning.

The logic behind the metamonde's "big cookies":knittingThree.0time capacity

In today's market, capital is very hungry for growth.

From a macroeconomic perspective, as the Fed's quantitative easing policy continues, private equity has reached a state of oversupply, and there is a need to pursue strong targets. In the past two years, only a few good investments have been made in the following areas: 5G, Internet of Things, cloud computing and smart cars. But in the realm of the Internet in traditional culture, there is never a particularly good goal.

In the short term, whether it is a 5G or Internet of Things application, side B or consumer, the application does not meet the requirements. Similar to investing the expectations of the Internet.

Investment needs new technologies,As much as the demand for new products for market expansion.Each iteration of technological production always leads to a new industry.,and encourage new developments.

From web1.0 time to web2.0 time, corporate capital is enjoying the rewards of repeat business thanks to the re-emergence of Internet technology. Microsoft and Google were born in the 1.0 era, Baidu and NetEase were born in China, and Facebook and NetEase were born in China. In the 2.0 era, Uber was born and original companies like Byte, Meituan and Didi were born.

So, will there be another Microsoft, another Facebook, another Byte, another Didi in the future Chinese meta-spatial ecosystem?

With that in mind, a deep market after web3.0 would emerge more if the investment was willing to pay for the “big pie” of the meta world. The reason it is so attractive is that the current mobile internet business model can be changed by its phenomenon.

values,knitting2.0Internet marketing of the time,Indeed, according to our large distribution of products,:

by content,Social-centric traffic distribution;exchange on the platform,The distribution of goods with logistics is divided into bases;Performance par service,The distribution of goods with home delivery is important.

This means that the way of doing business on the internet has changed from a two-way interface to a three-part interface, moving from using cellphones in the Web 3.0 era to the meta-edge. The distribution of our main products has changed.

before,Based on the content of the existing ecosystem,The logic of color distribution in conversation has changed..

There will be new relationships in the 3D meta-universe, and new relationships will emerge, which will affect the classification based on modern relationships. The first is the decentralization of behavior.

It's not easy to see why Tencent has always been crazy about this change since it announced the last internet. For example. In February of last year, during the G round, Tencent invested $ 150 million. Tencent has also invested in Epic Games and Snap to manage the VR / AR ecosystem.

The second,The logic of distribution of products and services will change..

As a middle class, the Internet of Things and Internet Services industry has an area of ​​growth, and Metaverse emphasizes a sense of personal involvement and a passion for decentralization, change of the distribution of products and services. Platforms and service platforms can hide behind the scenes and be part of the Meta Universe hardware.

Think of something like this. You are in a virtual 3D world, placing orders in a virtual store and real-time logistics services delivering real-time products by hand. In the process, e-commerce platforms will not come to the fore and will gradually lose the voice of e-commerce.

Finally,After the logic of the business floor has changed,Business models are also changing..

Internet Thieves Research Group, Internet platform functionalitiesreally "Regulatory powers Tax powers".

future meta space age,Following the failure of the Internet business model based on the business platform,Capital must find a new “current fiscal policy”..

The trade platform is based on a broad integration of products and needs, access to physical products and services, and benefits from regulatory frameworks "taxes" on both parties for trade.

seeing online,The meta world is essentially a major platform for 3D content and consumption.,You can also create a new "state tax" system..Perhaps this is one of the reasons Byte, Tencent, NetEase, and other companies strive to distribute meta-universes.

From this perspective, for mobile internet giants such as Tencent, Alibaba and Byte, the growth of the global meta is a “battle of defense” that cannot be lost. The success or failure of a meta-world layout is not just a matter of improving business efficiency, but rather a matter of future survival. For companies like Netease, Baidu, and others, the Meta Universe wave is an "air war," a historic opportunity to transform the Internet industry.

In other words, when it comes to exporting meta-worlds, laggards NetEase and Baidu are more willing to change, which allows them to start doing more on the next round.

The principle of Internet communication is the principle.,Achieving "self-transformation" requires the creation of a meta-world.

Netease, who doesn't like to follow, is not an employee like he is.

Meanwhile, the first brand names of NetEase such as "NetEase Yuan Universe", "Leihuo Yuan Universe" and "Fuxi Yuan Universe" and the entry was "Beijing NetEase Media Co., Ltd." added by new suppliers. ".

According to related information, the company is a digital virtual user and virtual design designer, focusing on the development of digital content and exploiting the fashion trend segmentation track in the meta-space.

Additionally, in the area of ​​virtual reality, NetEase has invested in nine companies including NextVR, live streaming company, AxonVR, virtual reality developer, Avatar and AI model Geniz. It can be said that NetEase is close to the differences between businesses on the Internet.

In fact, capital-busting Roblox is truly a games company, and open-world games have a lot of similarities to Metaverse.

From this point of view, the configuration of the Meta Universe for NetEase can be on the one hand based on the continuation of the existing industry, and on the other hand, understanding the game and privacy could have a huge impact on the future development of NetEase. Meta Universe.

From an internet point of view, this disruption sometimes works well and sometimes creates new problems.

The good news is that NetEase, which has been involved in the gaming industry for many years through consensus, may have learned more about virtual world creation and has a more in-depth understanding of home and gaming design. local.

The new number looks further,Create precise meta-edges,it is not easy,It may be more suitable for the simple logic of the interface and to achieve "self-transformation"..

This is not the only problem NetEase has encountered.,It's also a problem that every business that makes up the meta world has to deal with..

In reality,In fact, the meta-world is not a special family of meta-worlds.,But the meta-world of people on the internet.

In fact, the first meta-world required global integration, and the story of the worldview is the potential to create major consensus.Connections really need,open source and open.

On the mobile Internet, human identities are no different.

For example, in WeChat I am A in the knowledge chain and in Weibo I am B in the public opinion. This has led to the fact that my personal behavior does not exist in other platform ecosystems, therefore my power and personal attitude on Weibo cannot be extended through WeChat.

The result is imprecision caused by a difference in self-perception. And in the meta world,A citizen's personal identity card must be unique.,Personal power can be expanded in another meta world..

For example, I can use my ability to communicate with friends, shop in a public virtual store with the same person, and spend time in a virtual cafe to feel really real. What is needed after the incident is the interplay of technology and the information ecosystem, and the interconnection of the Internet is innate.

Communication and communication of the metacosm in basic logic,You may have given up some of your essential resources in the mobile internet age from the start.,like a treasure,treasure information.In other words,Meet the meta world,service internet mobile,A deep "self-transformation" will be necessary.

In 2005, when cellphones weren't popular, most people had to pay the top 3 merchants to buy short messages, but after WeChat got popular, the top 3 merchants can't figure out why WeChat isn't. not free. . Indeed, the rise of mobile telephones on the Internet has made it possible to obtain more advantages by offering paid services, essential tools for the operator.

Ditto for the meta world..According to the basic rules of open space,Kaw Flow Assets thiab Closed Data Assets,May not support building the future meta-world,Development and commercialization,For mobile internet businesses,Open location and access,an important question.

In reality,Meta edge is not a castle in the sky,We want real products.,Support.The meta-world that separated all reality is not called the meta-universe.,it's just a game.

From the perspective of the online world, the real meta-world is not just fun, but creative and alive in a three-dimensional space, and people need to create and create results in the meta-edge.

This is because the things that have been separated from the concept of design and manufacture cannot exist in the long run even in human history or culture. Thus, the significance of the fun meta-universe as a whole is limited. And being able to create and create value means having the opportunity to sell.

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Is the meta-world still far from reality? Zuckerberg estimates that one billion people will be affected by this change over the next decade. In other words, the internet is still 10 years away from the real change.

10 years is a very long time for the average person, but 10 years can be a short time in a company's history. It is true that today, large Internet companies need adequate planning on this matter.