“For Apple, Kechuang Biotechnology was an invisible opponent before, but with the global sales of brain-computer connected VR, the opposition between the two has actually become very obvious.
The reason why Apple will continue to purchase Kechuang Biotech’s brain-computer connection technology is because Neuralink is temporarily unable to gain recognition from consumers.
Is there any gap in the technology between neuralink and Kechuang Biotechnology in brain-computer connection with mobile phones? Musk claimed that there is not, but whether there is a specific gap will have to wait for subsequent tests by hard-core bloggers.
As long as Neuralink's brain-computer connection technology for mobile phones is no different from that of Kechuang Bio, we can see that the brain-computer connection technology installed on subsequent iPhones will gradually expand Neuralink's share.
Until Kechuang Bio was completely replaced by Neuralink on the iPhone.
Even not just iPhones, Samsung's high-end models will gradually use Neuralink to replace Kechuang Biotech. Samsung itself is also one of Neuralink's earliest partners.
However, neuralink's brain-computer connection mobile phone technology is currently limited to English and Chinese departments, the two broadest markets in the world.
Other language systems still need time, and neurolink wants to replace the time needed to advance related research work.
Another good thing for Kechuang Biotechnology is that the patent infringement lawsuit has begun.
Neuralink's brain-computer connection technology is very similar to Kechuang Biotech in key points. Kechuang Biotechnology has already filed a lawsuit in the Los Angeles court.
Of course, for Ke Chuang Bio, these are just episodes. Even if Apple and Samsung do not use Ke Chuang Bio’s brain-computer connection technology, it is just a minor problem.
The secondary market has already given its own reaction. The decline did not even exceed two points. The market is voting for Kechuang Biotech with its feet.
However, Kechuang Biotech also has a long-term worry, that is, if it wants to revolutionize the traditional PC, then the entire semiconductor industry chain in Western countries will be Kechuang Biotechnology's competitors.
For example, Kechuang’s future brain-computer connected VR will need to use Qualcomm chips.
What will happen if Qualcomm stops selling chips to Kechuang Future? Kechuang will design its own VR chips in the future, but what will happen if TSMC does not provide OEM services?
Currently, FutureVerse's chips use a 5nm process, and SMIC's 7nm process has not yet been released.
"The Romance of Fairy Wood"
At that time, if the chip is stuck, it will be the biggest test for the future of science and technology innovation.
Compared with this danger, even if Kechuang Biotech was completely kicked out of the fruit chain, it would be nothing.
Kechuang Biotech is not companies such as OFILM and Luxshare Precision that cannot survive without Apple.
As for when the Western semiconductor industry chain will get stuck on Kechuang Biotechnology, it depends on when neuralink's technology matures.
As long as neuralink can implement similar brain-computer connection VR technology, then they will start.
Use the advantages of semiconductors to offset the disadvantages of brain-computer connection technology.
Neuralink's brain-computer connection VR uses 3nm or even 2nm process chips, while futureverse can only use 7nm process.
The advantages brought by the chip are not only computing power, but also image processing.
However, image processing is actually pretty good. Unless Nvidia does not sell GPUs to China, it is completely possible to use the GPU computing power of the desktop through an external desktop.
In short, Apple's actions are just a clarion call, and the really difficult time has not yet come.
However, if we can survive this hurdle, relying solely on the brain-computer connection VR can cultivate a group of Chinese semiconductor supply chain manufacturers that are strong enough.
So it depends on the choice.
Kechuang Future is backed by a series of giants such as Byte, Dami, Ali, and Goose Factory, and he will not be defeated so easily. "
Previously, after the equity transfer of Kechuang Future, Dami sold part of its equity to Byte and Ali.
Rice has been having a hard time in recent years. The car-making business has established a foothold but there is still a long way to go before profitability.
The advantage of the new energy vehicle industry is that domestic users in this field no longer blindly worship and consume foreign brands, and even foreign brands and joint venture car companies may be vaguely discriminated against.
The sales of new energy vehicles from established joint venture car companies such as Toyota, Volkswagen, and Honda are very average.
The disadvantage is that consumers are too rational and only look at cost-effectiveness. Only when the cost-effectiveness is good enough will consumers rush for it.
Asset-heavy manufacturing requires too much capital, which is a sweet and heavy burden for rice.
Fortunately, due to the lack of chips, Huawei's market share plummeted before, and Huawei took most of the market share it lost.
If it weren't for that wave of dividends, Daimi would have sold its shares in Kechuang Future.
For Rice, it is about trading the future for the present, and they need to build a healthier financial situation.
And even after selling so many shares, Rice still accounts for 15% of Kechuang Future's shares, making it the third largest shareholder.
The management of Kechuang Biotech is happy to see more investors being introduced.
Because if brain-computer connected VR wants to develop and create an ecosystem, it cannot do without the applications of these giants.
Shopping, games, and pan-entertainment can already be built into a complete ecosystem.
Station B has obtained the VR copyright of "Fights Break the Sphere".
Bilibili plans to be the first to try out VR animations from a first-person perspective.
It is equivalent to the audience being able to immerse themselves in Xiao Yan's first-person perspective.
As for whether the market will buy it, Station B doesn’t have much confidence.
Therefore, they plan to sell money based on the number of episodes. If the data is qualified, they will continue to work on it. If the data is not qualified, they will not work on it. Learn how Americen subscribes to TV stations.
American dramas with good data will continue to be filmed, and projects with bad data will be axed early.
Goose Factory is also happy to bring in more investors, but Goose Factory alone cannot accept Byte's admission.
There is a fundamental conflict of interest between Byte and Goose Factory.
But Byte's bid was too high, and the price offered by Byte was twice the unit price of Kechuang Biotech's shares.
Floated one hundred percent.
The transfer of shares from Rice and Goose Factory to Kechuang Biotech went through many rounds of negotiations.
The participants include not only these three companies, but also a series of external compliance agencies such as legal teams and accounting firms.
Therefore, prices are almost transparent to Internet giants.
At that time, there was a heated discussion within Byte about whether they should pay a 100% premium to buy shares in Kechuang Future.
Zhang Yiming finally made the decision:
"Is it 100% expensive? I don't think it is expensive. It can be said to be unimaginably cheap.
We are an Internet company, and Douyin has reached the ceiling of what it can do, which is basically the upper limit.
It is also difficult for us to compete for customers with Kuaishou and Bilibili. I can proudly say that we are close to the ceiling of this industry.
What to do next? VR is a hot spot in the industry. All investors in the Internet industry have seen opportunities in this field. Kechuang Future is the best company in the VR field.
I think it's too cheap to be able to become a shareholder of such a company that is on a rapid development path and get a ticket to the future Internet revolution at a 100% premium.
Let me tell you a very simple example for the executives here today. Maybe some of you have heard of it, maybe not.
This case occurred about ten years ago, when Midea acquired Kuka, a German robot manufacturer.
The situation at that time was similar to that now. The home appliance industry had reached its ceiling, the wave of home appliances going to the countryside had passed, and the real estate dividend was coming to an end.
The field of white home appliances has changed from an incremental market to a stock market. Basically all home appliance companies are facing transformation. Gree chose to make mobile phones and smart home appliances.
Of course, Gree also wanted to engage in new energy during this period, but failed to pass a board resolution.
Back to Midea, Midea's choice was to manufacture high-end robots. They spent 4 billion euros to acquire a robot manufacturer that had already begun to decline.
He also promised not to participate in the other party's operations and not to interfere with Kuka's personnel changes.
Midea spent two to three times the premium in order to enter a new track.
The reason why Midea is one step ahead of Gree today is because they chose to enter new fields and successfully achieved internal strategic transformation.
Kuka also faces many competitors, but Kechuang Biotech has no competitors in the high-end VR field.
We also need to transform, and investing in the future of science and technology now is our best opportunity. "
Let me just add that when Midea acquired Kuka, the PE of the other three robotics companies of the same size and level as Kuka on the market were all around 15 times.
When Midea acquired Kuka, the PE of the purchase price was as high as 48 times, which was a three-fold premium. Moreover, Kuka was still in decline at that time.
On the eve of the launch of the second generation of brain-computer connected VR, the market has already responded in advance.
The price of VR NFT products, which had already been highly speculated before, has become even higher.
Previous NFT products based on Future Verse were five to ten times more expensive than ordinary NFT products.
Recently it has increased to fifteen times.
Goose Factory has made a lot of money from NFT projects.
As for the Yuanverse real estate speculation and Yuanverse NFT products that were once popular before, they are almost dead.
By the time they come up with their own Metaverse, FutureVerse has already occupied 90% of the market.
It turns out that the fundamental value of NFT or blockchain products lies in consensus.
When 90% of users are on one platform and you have no consensus, where is the value?
Therefore, the project sponsor took the lead in running away.
A large number of leeks were harvested, and the currency circle was called ruthless when harvested, much more ruthless than Big A.
After playing the currency circle and then going back to watch Big A, it can be described as affectionate.
...
Li Miaomiao continued: "Recently, Microsoft approached us to discuss cooperation. First of all, Microsoft hopes to cooperate with us in the field of industrial VR.
It took many rounds of negotiations back and forth, and we were able to expand into overseas markets through Microsoft.
The only contradiction at present is that Microsoft hopes that we will only be a provider of technology.
But we need to obtain data in the field of industrial VR, and it is best to obtain further data accumulated by Microsoft in the industrial Internet.
The other party is very reluctant to give in and has been negotiating repeatedly on this point recently.
In addition, Microsoft expressed the hope to cooperate with us in VR.
They said they can build a desktop computer in virtual space, and then users can use the desktop computer in VR. "
When Li Miaomiao heard about Microsoft's needs, what he thought in his mind was that you are kidding me.
Why do you need a desktop computer in VR?
Later, Microsoft explained in detail that because brain-computer connected VR can currently only be used as an entertainment tool, it cannot be used as a productivity tool.
Re-developing a set of adapted productivity tools will be very troublesome, and the input and output are not proportional.
It is better to nest windows directly. Users can use computers in VR to process office software.
Microsoft proposes that a dedicated office area can be built in VR, and then users can operate a virtual 3D image to sit on a chair in the office area and use the computer.
"With windows embedded in VR, FutureVerse can be used as a basic productivity tool."
Zheng Li replied: "You can make a demo to try it out and see how it works.
In addition, can the chip for brain-computer connection to VR meet this need?
Will there be insufficient storage? "
This is just like updating iOS and Windows at the same time on an Apple computer, which will affect the performance to some extent.
Li Miaomiao replied: “The feedback from the development side is that this can be made into an app, but it should not be made into a function that comes with the system.
In addition, Microsoft also said that it can develop a simple version of Windows system specifically for brain-computer connection VR.
I can only read web pages and use some basic office software.
Then they will turn off the download and other functions of Windows.
Let’s try making a demo first to see the effect. "
Li Miaomiao continued: "Okay, I will assign the tasks later and let the technical department do the docking.
The goose factory is more concerned about this matter.
Because they want to engage in VR distance education.
Of course it would be best if you could use office directly, so you don't have to develop software yourself.
To develop supporting software, teachers and students must be trained to use it.
It can be said that having an office saves a lot of things.
In addition, for the product launch event in London this weekend, security checks need to be appropriately strengthened.
We may also need to communicate with the official agencies in London. "
Not only did the news of the existence of mages spread in London, but the security intensity was also greatly increased, and the entire city fell into a tense atmosphere.
If the new generation of brain-computer-connected VR activities hadn't been prepared for so long, Li Miaomiao would have wanted to postpone it.
...
"Not bad water element spell, your proficiency is far beyond my imagination." After Wiles took Charles back to London that night, he still asked Charles to perform the magic he had mastered.
"So you learned this from the dark web, right? You didn't inject any reagents or drink any unknown potions?" Wiles asked after seeing Charles' magic.
Charles, who had regained his mastery of magic, seemed much more confident, but he still showed great respect for Wiles:
"Yes, Sir."
"Besides, I have a vague feeling that the power of magic is more than that."
Wiles nodded and said: "Can you tell me in detail the process of your spell casting or how to achieve it?"
"Don't worry, this counts as the training fee, and we will pay you accordingly. You can put forward your psychological price."
Charles shook his head and said: "I am not short of money, nor do I need money. I am only interested in magic."
"I want to try the staff that was used for me in Margate. Merlin's Crow shouldn't be that simple."
Working in IT in London, the annual salary is not too small, not to mention that Charles is also the director of information security, and there is no financial need.
Seeing that Wiles was easy to talk to, Charles wanted to get some magical creations over.
He had a premonition that magic would become common in the future, and in the new era, magical creations would be much more valuable than money.
－－－－－－Digression－－－－－
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