Why Microsoft is pouring cold water into the Meta Universe

During the 21-minute interview, Microsoft CEO Satya spoke about Metaverse and said Microsoft is developing a platform that connects the digital world and the real world. at the end of the speech. At Microsoft's IgniteChina event two days ago, Satya said, “What we're telling you today is just the start, and now Metaverse's new platform and apps are just like them. . was created in 1990. When we first talked about it, the web and the web are the same. "

Every move by Microsoft, one of the world's most profitable companies, is in large part a harbinger. Speaking of Metaverse's behavior, Microsoft's job is a disgrace. On the one hand, it's a high platform for the Metaverse, and on the other hand, it's a "fever" that pours cold water into the Metaverse. At the Ignite Global Conference late last year, Microsoft announced in detail its Metaverse strategy, in addition to commercial interest in the Metaverse. However, Microsoft executives have preferred to "cut" the changes several times.

Kang Rong, vice president of Microsoft Greater China and COO of business and operational activities, said, “I'm going. "

Metaverse today, online 30 years ago

Of all the IT giants in the industry, Microsoft is the most worthy of Metaverse talk. Because Microsoft has it in its core technology and early applications in Metaverse, including xBOX games, VR hit Hololens, the Teams integration platform, Virtual Reality Cloud Mesh, AI, and more. A few months ago since the announcement of the Metaverse strategy, Microsoft's promotion of the Metaverse was obvious to everyone.

At the Ignite China Station conference, Microsoft announced several new metaverse-related features, including Microsoft Teams and Dynamics 365Connected Spaces, which highlighted many aspects of the metaverse in the desktop environment. To create the next generation of high-performance AR glasses, we plan to develop custom AR chips and integrate the Microsoft Mesh app with software such as the Snapdragon Spaces XR development platform. The first way lets users know more about the Metaverse app, and the last way directly brings miniaturization and lightness to the device side and accelerates the development of the whole ecosystem development.

Microsoft moves multiple times, so why does it have to disclose information that is useful and relevant to the business?

Although Metaverse is a new medium and a new app, CEO Kang said the improvement lies in the integration and replacement of high-tech technologies such as Microsoft's HoloLens VR device released years ago, but the tool involved was Microsoft Research. From cloud to big data to AIoT, I started doing research about 10 years ago, and these are the impact tools Metaverse needs.

In fact, the metaverse of today's vibrant and extraordinary capital world has only just begun. Kang Rong said that what we can accomplish on the Internet today was amazing in the 1990s. Sites and networks for the past 30 years. "

Why pour cold water? If the global meta does not act patiently, the development of this industry may explode like the dot-com bubble that the internet industry experienced 20 years ago, and many companies trading internet gold in Silicon Valley could. collapse. “The growth of the metaverse industry is not going to go as far in a straight line as that of the industry. It's hot right now, and after a while everyone can get frustrated and ask. “Everyone is in the metaverse, the real meta-world can come when there is no thought,” Kang said.

Everbright Securities analysts Fu Tianzi and Liu Kai came to the same conclusion as Kang Rong in their report on the research center. Transition time is usually achieved through a variety of builds and collaborations, which must be done multiple times to complete a successful cycle. Referring to the Second Wave of the Power Revolution Era, the Metaverse was in the early stages of the First Wave of Technological Change and had a long way to go before the Second Wave of Industrial Change. The development of the metaverse reaches three stages of development: change, change in economy, and final form. The first phase of technological change is usually followed by the gradual release of consumer grade VR / AR material in 3-5 years, and the design of this phase is usually light relationship play in pan-form fun.

According to Deloitte research and analysis, by 2031, the transition to free trade can gradually open up data and standards, and complete the similar integration process. As Satya explained, “The world is going to change and we still have a long way to go before we get to the point where we can choose how we want to make the world and we want to participate in it.” This is the point. way forward.

Three major issues plague the metaverse

The growth of the metaverse industry will continue to be driven by demand for demand, technology and products that push each other up and down. Check for issues when this process is critical to resolving the issue. As Wei Qing, CTO of Microsoft (China) previously said, “If you can ask the right questions, you can try to find the answers.

Regarding the important role of change, I think Kang Rong mainly focuses on 3D. First, innovations in the use of technology still have a long way to go, and there are still many technological innovations that fit into the physical and digital virtual world. Second, the business model and business model are not yet clear and require a long period of research. The third is to ensure that metaverse technology can promote business and social development, provide people with a better experience, and simplify policies.

From a tech perspective below, the world capital is crazy about the changes taking place, but in fact tech students have not yet developed, and it will take years or more to reshape.

Yuan Yu, analyst at CCID Consulting's Electronic Information Industry Research Center, believes Metaverse is the best and most technologically advanced solution, and currently has no hardware in Metaverse. . The results do not directly affect the metaverse. The underlying reason is that the metaverse with understanding, interpersonal skills, business attitudes and personal development requires a variety of skills, and to complement user intelligence, it should evolve from intelligence alone to intelligence. Achieving this goal requires reversing existing processes, product design, business models, etc.

Industry veterans say holographic projection, brain-computer interface interactions, and other technologies that provide metaverse support to achieve high simulation and immersion are still growing and require at least a few years. of precipitation and growth. “The global meta network demand is at least 6G and the computing power is endless. It will take 10 years for the 6G network to arrive, and it will take 10 years for quantum computing to advance. enter the stage of development in human form. "This person believes.

If the metaverse is the continuation of the Internet, the transformation of technology and interactive features with the advent of the Internet and mobile Internet plays an important role in it, but the function of representative XR terminals is now essential. The metaverse is not. For this reason, the battle for Operation XR is very strong. A few days ago, Meta Company was busy denying and acknowledging the rumors based on the rumors that emerged in the market that the virtual team was working, what Meta had been planning and investing in R&D for a long time, would become " Virtual ". reality operating system group. Due to the demolition and closure, Meta Vice President Gabriel Aul personally "dismissed the rumors": "We really use this tool and are still developing very special operations. Come on."

From the point of view of industry standards, each new technology will follow the development of new business and product design models supported by the use of technology, and it truly recognizes the shift from technology to industry. transformation, but now the business model is important on the metaverse. no .. Share the information.

Kang Rong believes the business structure of the Metaverse has yet to be explored. For example, in the early days of blockchain technology, some believed that Bitcoin and digital currencies were informative, others believed that commercial contracts and contracts were legitimate applications. , and others thought the chain and product traceability of the application. In fact, there is no real business model. “Business models are important because of the development of technology. In general, you need to know your business model and know how to use it before you know where to go. "

Yuan Yu used market-level app demos and no consumer-level “killer” apps to show that Metaverse's business model is not obvious. "The metaverse represents the integration of the real world and the virtual world. The realities of production and the concept of life depend on the popularity of virtual reality applications and the development of No program, no crashes and they are not popular, the more the 'killer' application, the more difficult it is to find the right one when the metaverse strategy is used. "

Games and social networks on the C side or connected production and virtualization on the B side? Some experts believe that these are still early applications, and while the real industry is using the meta-world to create new designs to make it more profitable, the industry is printing the meta-world as it is. it can be created.

To this end, Yuan Yu and Kang Rong discussed the metaverse industry and metaverse development, such as the simulation process, joint research and development, machine industry vision, thereby facilitating the formation on key integrations such as R&D, assembly and testing. It is expensive to develop, there are other options for developing new products, there is an “educational metaverse” and a “medical metaverse”, the former can create better preschool education, vocational training and education for children. adults, and the latter can be used. . Excellent progress in rehabilitation training, psychiatric counseling, blindness and so on.

From a design and policy perspective, the metaverse is the link between the digital world and the real world, and will have a major impact on people and the future of humanity, and the important social rules of the metaverse. should be established. The development of the Metaverse is still in its infancy, but in addition to the principles of robotics, the ethics and models of the Metaverse need to be determined at the same time.

“Thirty years ago, all the skeptics believed that the Internet was good, but did not believe that the Internet could lead to bad interference, inaccurate data, governing the thinking of citizens, etc. In fact, the use of technology can disrupt the Internet. The impact of the Internet. “The metaverse will have a profound impact on people and the future. Then, and the rules and regulations need to be changed. Fortunately, we have 30 years of internet development to offer, so protect it in advance,” said Kang.

Some experts say that change is a world equal to the real world, a world where the digital world and the real world are intertwined, and that it has to traverse and rebuild the real world. A logic of metaverse social functioning similar to the real world must be developed. the laws of the universe.

Yuan Yu believes that Metaverse's real name recognition and petty protection procedures need to be clarified, and that policies such as Metaverse content protection protection, virtual business income, and personal security standards need to be explored. and taught to maintain a healthy virtual world.

Whether it is the use of technology or industry, it can be said that the metaverse is the era of contemporary thought, ahead of its development, but as do people working in the industry, there is a need to pay attention to the changing nature of technology. and industry market research. this. Perhaps this is the reason Microsoft released the global meta tag at the Ignite China conference. Because, for Microsoft today, hybrid office space, intelligent intelligence, hyper-connected industries and facilitating digital transformation are at the heart of their business. As a design platform, Microsoft's business is expected to depend on its upper and lower ecosystems, and "turn around." If the waters of the earth were "bubbles" rather than "floods," then Microsoft's ship would soon sink. The real reason for meta-globalization and the reason for the hope chain across the industry. When it comes to meta-universes, it's time to get back to rationality.