In this ToB era, Shanghai is back.
Editor’s note: This article is from the micro-channel public number “half Buddha immortal” (ID: banfoSB) , Author: Half Buddha fairy.
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In the Internet industry, when it comes to Shanghai, there is always a strange feeling.
As one of the most economically developed cities in the country, the domestic financial center and industrial center are also world-class trade settlement centers. In the Internet industry, Shanghai has always given people a feeling of backwardness in the era of mobile Internet.
This feeling reached its peak during the rise of TMD a few years ago.
Many people are reflecting on why BAT was not born in Shanghai, why Shanghai always missed unicorns, and why local Internet companies in Shanghai ca n’t fight this way.
Everyone has found many possible reasons. Is the environment in Shanghai too conservative? Is the industrial burden of Shanghai too heavy? Does Shanghai only focus on finance? Or do Shanghai people not love working overtime?
Did Shanghai abandon Shanghai?
It must be acknowledged that in the early days of the BAT and mobile Internet eras, apart from a few game companies in Shanghai, there are not many top Internet companies, but more of them are branches of top organizations.
But this is not the core reason for the so-called [missing BAT] in Shanghai.
I first worked in finance and later on Internet risk control. I worked in either Hangzhou or Shanghai. In my opinion, there is only one core reason for Shanghai ’s loss of voice in the ToC era.
That is the Internet wave before 2020, which is ToC and is the consumer Internet. The main core is to face individual consumers and play traffic businesses. This requires smaller burdens, more aggressive strategies, and faster acceleration. run.
The core characteristics and competitiveness of Shanghai are excellent trade policies, efficient financial clearing and settlement, and flexible industrial support strategies. Under the wave of ToC, it is neither weak nor pragmatic, but There is really no sound volume.
In the bubble era, anyone who has a loud voice will look strong.
Whoever tells a story will look dazzling.
The Shanghai Internet never believes in stories.
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In my opinion, in the next era, the era of industrial Internet and new infrastructure, Shanghai is about to usher in a better future.
Reviewing the development of the Internet in the past 30 years, we can find that all the current popular Internet companies essentially do consumer Internet consumption, which is a C-end product that serves individual users.
All the characteristics of the Internet wavers are that they are user-oriented, please the users, and pay from the users.
Alibaba ’s Taobao, Tencent ’s games and social networking, Baidu ’s search, video entertainment at station B, and even all kinds of mobile phone manufacturers selling mobile phones, etc., all the well-known products you can think of are like this.
C-end products are essentially by occupying the user’s time and then monetizing each user as traffic, relying on consumption.
Either the user spends it and the user charges it.
Either consumer users and advertise users.
So you need to tell stories because you want to attract users.
But now, the Internet consumer bonus is coming to an end.
Why?
Because the users who connect to the Internet are all connected.
There are so many people, people only have 24 hours a day, and the one to be cut is either already balding or already on the road to be cut, and the plate is so big.
The areas you think of, but where there is still a chance, the C-end giants have already arranged, and it will be a big deal to buy you.
Since playing Xiaohongshu and Station B, there have been no C-level phenomenal products.
Because there is no more traffic, the story cannot be told anymore.
And where is the next wave of internet?
Technological changes and new infrastructure brought about by 5G, in the industrial Internet, and in toB products.
What are the core characteristics of 5G?
Is it higher speed?
Not really.
The core characteristics of 5G are lower latency, lower network fluctuations, higher device access, and greater bandwidth. This feedback to C-end users may not necessarily have a qualitative improvement.
A lot of people think about 5G imagination applications, live broadcast, VR, 4K or even 8K, cloud games, etc., in my opinion, they are not imaginative enough, either 4G can be achieved, or the problem has never been on the Internet In terms of speed, for example, the biggest problem with 4K is the popularity of film sources and 4K devices, not network speed.
But it will be a qualitative change in the industrial Internet field.
In the past, what we called artificial intelligence was more a breakthrough in algorithms, models, and even computing power.
But this time, with the spread of 5G, the sensor can be placed on each machine and each track of the pipeline, and iterative production efficiency and accuracy can be iterated using the iterative model method.
Going further, there may even be artificial intelligence to regulate production.
The computing power of the Internet, empowering industry, and a new generation of intelligent production are the real opportunities.
Which city can eat the industrial Internet, which city has a future.
After all, the personal consumption market is only 40 trillion a year, and the industry’s cake is at least ten times that of this.
And there is no real giant yet.
But this is an industry, and telling stories in the industry will only result in accidents.
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5G base stations, UHV, rail transit, new energy charging piles, big data centers, artificial intelligence, and industrial Internet.
This is the infrastructure of the new industrial age and a real opportunity.
What kind of city will eat the biggest dividend?
The following points must also be met.
There is a sufficient supply of talents, and technology requires a large number of talents.
There is a vast consumer market, and the production of products requires market digestion.
With a deep-water port, on the one hand, it is convenient to export products, and on the other hand, it is convenient for foreign companies to flow in. It must be a coastal city.
Financial services are developed and financial settlement is convenient. Do n’t think about developing industry without funds. This is a soft foundation.
Sober policy makers must be flexible in their policies, without involving the bottom line and security, and focus on enterprise and efficiency to minimize interference. Although the industrial Internet is an industry, it still has the speed of the Internet.
In particular, market competition is changing rapidly.
There is a deep industrial foundation, because the core of the industrial Internet is in the industry, and the Internet empowers manufacturing, and there is no industrial chain foundation. All of the above are empty talk.
This is the hard foundation.
There are not many cities that match these.
Shanghai is one.
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Shanghai ’s top universities account for the majority of Shanghai, with an endless stream of talents and extremely high quality. This is the core driving force of all production.
Shanghai’s consumer market should be one of the most competitive markets in the country, and also the most youthful and dynamic city. At the same time, its cultural tolerance and openness are extremely high. It is not an exaggeration to say that Shanghai is the second yuan headquarters.
Combining the above two points, explains the rise of Xiaohongshu and Station B.
It is needless to say that the deep-water port is famous in Shanghai.
And the location of Shanghai is the center of Jiangsu, Zhejiang and Shanghai, 1 hour away from Hangzhou high-speed rail and less than 1 hour away from Suzhou. With the opening of Nantong high-speed rail, it is also within 1 hour,
Financial efficiency is even more foul, and Shanghai has always been a domestic financial center.
By the way, there is another science and technology board on the Shanghai Stock Exchange. The science and technology board is an X factor that is ignored by many people. This factor is very critical for the subsequent large number of industrial Internet companies that need to burn money.
When it comes to decision-making efficiency, I will cite two cases.
FirstIt is Tesla’s Shanghai factory.
It only took 3 months from signing the contract to getting land.
From construction to completion, it took only 8 months.
It took only 1 month from completion to trial production.
Then the Shanghai factory continued to produce a large number of Teslas, the prices fell again and again, and the localization rate of parts rose rapidly.
In contrast, on May 29, 2020, the Tesla Berlin Super Factory only received preliminary environmental permits and could only start construction.
Several years have passed since the original plan.
This is a manifestation of Shanghai ’s terror efficiency.
Moreover, the industrial chains in Shanghai and around Shanghai can support Tesla to play like this.
Another typical case is the 55 Shopping Festival, which was made by the Shanghai government.
Policy + corporate linkage to promote consumer replenishment, this should be the first time in China.
A lot of people looking at the fun are Cadillac Oolong half-price cars, but the doorway behind this is a very market-oriented decision-making mechanism and clear strategic goals.
And do n’t look at the story, just look at the pragmatic attitude.
Face is not as good as face.
At ToB, in helping enterprises and in improving efficiency, Shanghai is squandering.
If Shanghai in the ToC era, did not seize the opportunity to speak.
In this age of ToB, Shanghai’s advantage has brought him back to the center of the stage.
ToC competes with the spirit of daring to dare to fight and dare to tell stories, ToB is not.
The industry does not believe in the story, only the cost, profit, efficiency, capital flow, and turnover rate.
And this is what Shanghai is good at.
Because Shanghai Internet does not believe the story, it missed the opportunity in the first half of the Internet.
Because Shanghai Internet does not believe in stories, there is now a chance for Shanghai Internet.
This kind of reincarnation is amazing.