In the past 20 years, the Internet has been developing at a high speed. After two stages of PC Internet and mobile Internet, the whole industry is looking forward to the arrival of the third stage of Internet. When the demographic dividend of the mobile Internet era is coming to an end, where will the next Internet dividend window appear?

In NIUDAY hangzhou station speech, Seven Niuyun CEO Xu Shiwei pointed out his judgment on the next dividend window. As a cloud service enterprise born in the era of mobile Internet, how should Qiuniuyun embrace the dividend of the next era? Xu Shiwei expressed his opinion.

01/ Evolution of the Internet

We all know that the Internet is booming, but in fact, the Internet is only 20 years old, but those 20 years are the fastest development in human history. From that point of view, it’s actually a very interesting thing. I think we are all lucky that we have witnessed the whole process of history.

I have dissected the development of the Internet in the past 20 years. Let’s see what dividends the Internet has brought us.

It’s been a very fast 20 years, but if we sort out or summarize what are the stages of 20 years? I personally divide it into stages.

The first stage is PC Internet, 2000-2010 period. And 2010-2017 is very much mobile Internet, seven niuyun is also produced in the tide of mobile Internet. Today seven Niuyun can stand here, I think it is because of the bonus of mobile Internet.

But in recent years, everyone can feel the mobile Internet dividend is disappearing, so the next stage of the Internet in the end where?

We may hear a lot of hot words, such as artificial intelligence, block chain, Internet of Things and so on. In fact, there are a lot of hot words. What kind of words really represent the future dividend? I personally distill it into the industrial Internet, which may be the third stage of the Internet.

02 / Dividends of the mobile Internet

Let’s first look at the mobile Internet. What kind of changes have taken place in the mobile Internet, leading to the emergence of many new companies, including seven Niuyun.

1. Demographic dividend

In fact, mobile Internet is the dividend of population, that is, it completes the original accumulation of the Internet and enables everyone to access the Internet, which is the core reform of mobile Internet. In the PC era before, the Internet was still a small group, but today we find that the whole mobile Internet tide has finally completed the change, the most core point is to let everyone connect to the Internet.

However, in 2017, changes may have taken place. We can see from some data that QQ has seen a decline in active users, while wechat has seen a very slow growth in user activity compared to the previous seven years. This is not to say that the potential of wechat will disappear in the future. In my opinion, it is the end of the dividend of mobile Internet, precisely because mobile Internet is essentially a demographic dividend.

So when we were in the mobile Internet, one of the most common questions investors asked was how many users you have, and how many users you have is how much your company is worth. But investors aren’t going to ask that question, because the dividend is over.

2. Connect the revolution

In terms of mobile Internet technology, I think there is a connection revolution. Because the Internet itself is a revolution in remote connectivity, which is why we used to do business on a pay-as-you-go basis. But with the Internet, we can do business with people all over the world. So it’s the process of people communicating or connecting remotely.

In seven Niuyun’s LIVE broadcast conference a few years ago, I mentioned that today is the LIVE era. When we started in 2011, a lot of people thought of us as a picture cloud, but we saw ourselves as doing LIVE, which is essentially a connection revolution, which is how to make remote communication between people more natural. Therefore, today’s live broadcast and RTC will not be the end. In the future, there will be more and more natural interactive aspects of VR and AR, which is essentially a connection revolution.

3. The Internet becomes the infrastructure

When the Internet finally settles down, it really materializes as a thing, which is actually the cloud. The cloud stands for Internet infrastructure. This is also the reason why Seven Cattle cloud will be born in the mobile Internet bonus period.

In this bonus period, seven Cows has been focused on only one thing is to connect the revolution. How to make remote communication between people more natural is what we have been doing. Our products are pictures and videos at the earliest, and then live broadcast. In the future, there will be more interactive ways, and even AR and VR.

So we see ourselves as a focused company, not as a big cloud, we’re a very vertical cloud, that’s how we see ourselves.

03 / Where exactly is the next bonus?

Starting from 2017, I think the next Internet dividend period should be the dividend of the industrial Internet.

What calls industrial Internet dividend? I think it’s first and foremost a technology dividend. Because of the Internet itself is an advanced productivity, like before the Internet and mobile Internet application, or in the virtual economy, but it’s subject to the application of the virtual economy such as entertainment, including a fire seconds taps, beauty, and so on, including today’s fire trill, etc., are actually inside the virtual economy.

However, the next biggest change in this technological revolution is the invasion of the Internet from the virtual economy to the real economy. This process, in fact, is the “Internet Plus” we heard a lot about in 2017. I think it’s a very parallel process that’s going on across industries.

Why artificial Intelligence was hot in 2017? Because the technology dividend itself is iterating. In fact, in the previous phase of mobile Internet, the core is remote connection, and then it naturally extends to the intelligent revolution, that is, from connection dimension to intelligence, which is why we are talking about the beginning of 2017, the next is the ERA of AI, not only the era of LIVE.

We think the biggest focus is going to be industry restructuring, because the division of labor across the industry is going to change dramatically.

Think about industries you’re familiar with, like transportation. Why didi exists in the travel industry, and of course meituan now, there is another thing, namely car companies. Building cars is a very traditional industry and we haven’t seen it evolve for a long time. But the fact that we see a lot of people coming out to build cars today is actually due to some very basic evolutionary logic in the whole transportation industry. One is the transition from gasoline to electric energy, and the other is due to the impact of the smart revolution, which is autonomous driving. Autonomous driving, in particular, will revolutionize the whole industry’s upstream and downstream division of labor. ** Because drivers disappear, and in the case of drivers disappearing, it will actually lead to upstream and downstream merger of car manufacturing companies and car operating companies or taxi hailing companies.

So what we see in the transportation industry, if you look at the transportation industry today, is that basically a lot of car companies are trying to operate taxis, and people like Uber are trying to build cars. These two industries, we thought it was a reasonable division of labor, and then it didn’t make sense. So it’s a constant process of restructuring, and certainly the energy revolution that we just talked about. Because when the energy goes from gasoline to electric, what we find is that the core component of the car is no longer the old engine, it actually has to purchase the parts of a whole new engine. Including charging, the energy supply, from the gas stations we see everywhere today to charging piles, in fact, the whole industry upstream and downstream is going to change very dramatically.

In fact, there is nothing special about travel. Today, such things are happening in all walks of life, so this is the fission process of the Internet.

If we think that the Internet in front is still accelerating growth, then the industrial Internet is a fission period, the Internet no longer has no boundary, become a lot larger.

04 / Seven Niuyun How to embrace the new era?

Back to us seven Niuyun. Let’s start by focusing on a little bit more concretely, let’s start with the growth of video.

Video is growing very dramatically, video content is growing very rapidly. If we look at it from a video perspective today, it’s actually in the very early stages. Video started in 2014, when Meipai and Miaopai appeared, which were the earliest stages of short videos. Today, we see watermelon video and Douyin, which are actually very early stages.

Source: research Report on the Development of Online Audiovisual in China 2017

We’re going to see more and more applications of video in all walks of life, whether we’re talking about the so-called virtual economy or the real economy, or even the “urban brain” which is very popular now, in fact, this kind of thing will be widely used in all walks of life, whether it’s transportation or agriculture. Why is that? This echoes what is now called the “age of the Internet of Things”.

In my opinion, the first step of the industrial Internet reform today is to complete the information process of the physical world, and there must be a lot of sensors. Therefore, we can see that sensors are the perceptual intelligence of machines from the perspective of human five senses, which is to replace human five senses. Machines also have five senses, and even machines have more senses than people, maybe six senses, seven senses, eight senses, so there will be more and more senses coming out of machines. And this process, along with the entire iteration of the industrial revolution, will happen naturally.

Source: According to data from Harvard Business School in The United States in 2007

Among the five senses, vision is the most used, accounting for 83% of human information interaction, according to data from Harvard Business School in the United States. In this context, Seven Niuyun pays special attention to visual intelligence, so I think in the ERA of AI, if human beings want to evolve from the perspective of perception, the most important thing is visual intelligence, this is a very critical thing. Therefore, we were the first to enter the field of AI, and Seven Niuyun first chose the field of machine vision.

From the complete layout of seven Niuyun, today you may hear seven niuyun three key words: the first key word is connection, which is the seven Niuyun foundation, the second is visual intelligence, which is machine vision, and there is big data.

Therefore, we can clearly see the complete business map of Qiuniuyun. In terms of products, it is roughly divided into several layers: first, containers, or cloud hosts, which is an abstraction of computers; second, the early core of Qiuniuyun — storage, including audio and video; and finally, network.

At the three most basic levels of computing, storage and network, we have live broadcast, on-demand and real-time audio and video interaction. Then there’s visual intelligence and data intelligence. What will seven Niuyun do five or even ten years from now?

I think the core is these two things: one is smart dimension, we want to become a smart company from connected, which is easy to understand; The second is to enter the industry, that is, seven niuyun will enter the industry. So seven Niuyun on the three key words “connection, intelligence, industry”, I hope I have the opportunity to talk about seven niuyun into the industry to do.

05 / What is the value of the existence of seven niuyun?

If we ignore the specific products and abstract them, we think qiniuyun is an efficiency tool to speed up the process for customers and shorten the distance from an idea to a product. This is what Qiniuyun has been committed to do.

We want to make our customers more efficient, because we believe that innovation itself is bound to make mistakes, you are doing something different from what others have done over and over again, you are doing something unprecedented, you are bound to make mistakes. But in fact, making mistakes is not terrible at all. The most important thing is how to minimize the cost of making mistakes and how to make mistakes in the shortest time. For a startup, it is important to remember that “the biggest cost of starting a startup is the cost of time”, and the cost of time is the biggest cost of starting a startup.

So we are committed to lowering the bar for trial and error for innovative companies, reducing the cost of trial and error in money and time, and constantly unleashing the creativity of society.

This is seven niuyun to their own understanding and cognition.