“Since last night, whether it is domestic BAT or foreign BIG, from the executives in front of the stage to the shareholders behind the scenes and even the real controllers, they must not be able to sleep.
They must all be in meetings, exchanging information frequently at various levels.
Since the end of the last century, we have been facing an era of downward mobility of the middle class. Simply put, the income of the middle class in developed countries no longer leads economic growth.
Not only has it failed to continue to lead economic growth, but it has lagged behind, or even lagged significantly behind economic growth.
From America to the Europa League, to small countries such as Neon, Korea, and Lion City in East Asia, there are no exceptions.
The olive-shaped society of the past is no longer sustainable.
This trend has not reversed over the past four decades.
The middle class, which emerged after the rise of the industrial revolution and exploded after the cold war, encountered catastrophic difficulties for the first time.
The expansion of the global division of labor and technological revolution under the liberal system have accelerated the expansion of the middle class.
As for why this trend was interrupted around two thousand years ago, some advocates of liberal economics believe that it is because China joined this cycle and blocked the original cycle of middle class expansion.
The previous loop is simply:
New technology appeared in England (Jenny loom) and their woolen spinning/weaving gained absolute advantage.
This gave capitalists free rein to open factories, resulting in large numbers of British workers being employed while reducing the labor force in other industries.
As a result, England's original labor force was insufficient, and they began to import products from other continents, such as food from Australia.
The current income of workers on both sides has increased. They no longer just live on the line of food and clothing, and have achieved an initial level of prosperity.
This group of people needs other products to stimulate the birth of more technologies.
Then more people were hired, achieved the most basic food and clothing, and could even purchase fixed assets.
More and more refined technical divisions of labor will be produced, and workers’ income/assets can finally reach long-term surpluses.
This led to the birth of financial services, where workers could borrow money - they could hand over the fixed assets left to the next generation to the next generation (the debt was also left to them) and enjoy it themselves.
Or another person's assets and their cash flows are transferred to you for retirement through an arrangement called stocks, which is pension securitization.
They believe that such a perfect cycle and perfect global division of labor was stuck because of China’s entry around 2000.
After joining this cycle, the poor people in China obtained job opportunities and money, but their money was taken away by China in a form of conspiracy.
In fact, this is a trivial reason. The essential reason behind it is that it is too easy for capital to make money.
After capital has tried financial and Internet businesses, the speed of developing new technologies to make money is much slower than that of finance and the Internet.
For capital, the essence of the Internet is actually financial business.
The essence is not that China has joined this cycle and led to the downgrading of the middle class, but that it is far more difficult to develop new technologies than before, and it has completely entered deep water in terms of research and development.
Moreover, the cost of trial and error is huge. Even if you are a giant, if you invest too much on the wrong route, half your life will be lost.
Therefore, the most fundamental reason is that the income from labor is far less than the profit from capital, and this phenomenon is becoming more and more obvious.
Corresponding to the downward movement of the middle class, middle-level companies are also moving downward.
This phenomenon began to gradually emerge in 2016, after the rise of the mobile Internet wave.
It is even more obvious today. Except for the high-ranking giants and low-level companies, there are fewer and fewer intermediate forms.
almost none.
Before the rise of the mobile Internet, e-commerce in various subdivisions emerged one after another. At that time, they were still called e-commerce in the vertical field. Jumei Youpin, Fanke, Miya, Baby Tree, and Mogujie were all wiped out.
Only the giants, Taobao, JD.com and Pinduoduo, can survive.
This is true for online e-commerce, and it is true for other fields as well.
For the companies in the middle, it seems like they can perish in the blink of an eye.
The fundamental logic behind this lies in resource integration. The resource integration capabilities of giants are far stronger than that of medium-sized enterprises.
And why 2016 is a critical node is because at the macroeconomic level, the contraction of capital was already looming in 2016.
Although the Federal Reserve frequently raises interest rates in 2022.
Whether it is funds or traffic, it is increasingly difficult for middle-level companies to obtain it.
Small businesses can barely make ends meet by reducing expenditures, while giants can rely on low financing costs and their original advantages to increase revenue and reduce expenditures.
The companies in the middle cannot.
In China's real estate sector, all the middle-level private enterprises that have died in the past few years have not died, even the large enterprises are still surviving.
But yesterday's press conference of Science and Technology Biotech will change all this. Except for me, you will all be reduced to a mid-level company.
All the original advantages will be overturned.
Take Goose Factory as an example. The traffic moat you build has no effect in the virtual world.
The user relationship network you have built also loses its effect in the virtual world.
The only advantage of Goose Factory is its employees and the cash flow lying on its books.
The moat was directly blown up by a nuclear bomb from Kechuang Biology.
The same is true for Byte and Taobao.
In the new era, these have been hit by the dimensionality reduction of scientific and technological innovation, and all giants have been reduced to mid-level enterprises.
Let us wait and see who can break through and get the ticket to the new era again, and who will be degraded.
In addition, if any students who work in Science and Technology Biotechnology see this Weibo of mine, congratulations, you have got a first-class ticket in the new era.
Being in a rising monopoly company is really no different from sitting in the wind and waiting to send you to the sky.
From IBM to Microsoft to Apple, becoming their employee in the early days is tantamount to winning. "
A certain financial influencer posted a long Weibo post on Weibo the night before to analyze why the U.S. stock market plummeted.
He has actually touched on the core essence of the U.S. stock market crash - the re-pricing of assets.
Lei Jun was very touched after seeing this Weibo, because he has done many similar enterprises.
To put it bluntly, Joyo.com back then was an intermediate-level company that was then killed.
Not only excellence, but also Cheetah and Vanke.
He was very afraid that his greatest endeavor in life, rice, would be destroyed in the new era.
Although it is common for companies to fail, it is rare for companies to become evergreen.
The vast majority of companies that can persist in becoming large-scale enterprises for a hundred years or even longer develop in many aspects.
Only in this way can we have a strong ability to withstand risks.
That is the concept of disaster recovery in computer concepts.
Like Nokia, after selling its mobile phone business, it can still survive by relying on its communications business.
If Nokia only developed the mobile phone business because it was so prosperous in the mobile phone field, it would be gone.
Lei Jun also learned a lesson from this, and after doing well in rice mobile phones, he went to build rice department stores and then rice cars.
The core purpose is to create a complete ecosystem, and improving the ability to resist risks is also one of the purposes.
“The cold air here is not meant to make you feel scared, but to make you feel a sense of urgency and realize that Rice may go bankrupt at any time.
This is something I can foresee as being very likely to happen in the future.
The white sphere in my hand now is the virtual reality device of Kechuang Biotechnology. "Lei Jun picked up the virtual reality life form next to him, then held it in his hand and said.
Because Lei Jun's tone was too serious, the senior executives and middle managers present did not dare to whisper to each other. Everyone just raised their heads and looked at the virtual reality device in Lei Jun's hand.
All eyes were focused on Lei Jun's hands.
"The relationship between Mr. Lei and Mr. Zheng is indeed extraordinary. They can actually get first-hand physical objects."
"Relying on the relationship between Mr. Lei and Mr. Zheng, Da Mi can also get a share of the virtual reality world, just like when Da Mi became a shareholder in Science and Technology Innovation."
“I don’t know how the virtual reality equipment works.
Why does the virtual reality device in Mr. Lei's hand look a bit strange? It doesn't look like plastic or metal. "
All kinds of thoughts ran through the minds of the participants present.
Most people's thoughts are somewhat similar to the famous saying: I feel relieved when I see *** being such a rogue.
What they thought was that they would be relieved to see that the relationship between Lei Jun and Zheng Li was so good.
"Let's get it in our hands and experience it first. Each person can take a maximum of five seconds to look and touch it."
After speaking, Lei Jun handed the white sphere in his hand to Lin Bin beside him.
The participants here really couldn't suppress their emotions.
"What? Why does it feel like skin!"
“I didn’t see any chips at all, so is Kechuang Biotech’s virtual reality device a biological device?”
"It looks like, what kind of black technology is Kechuang Biotechnology?"
"This should have been developed by Zheng Li again. It's so scary. Is he still human?"
Regarding the launch of virtual reality life forms by Kechuang Biotechnology, the Chinese official attitude is that it can be promoted, but it is best not to reveal one's identity.
In other words, everyone can guess, but it is best not to admit it to Zheng Li or Kechuang Biotechnology.
Feel free to guess, just like the people on the Internet who have always guessed that Wang Mang is a time traveler.
For things that cannot be explained scientifically, the best way is not to explain them.
"Fuck! This black technology is too black."
"How do you charge this? I don't see the charging port."
"It should be the same as the biological storage server we bought. It relies on nutrient solution."
"There are indeed no gaps. It should be a biological device. What is the technical principle behind this? Is signal transmission between living organisms possible?"
The experts responsible for the technical aspects felt reluctant to part with it after getting it in their hands.
"How do you use this? It can't be worn on your head."
Lei Jun waited for the virtual reality device to return to his hand, and then the participants below became quiet again before continuing:
“It’s shocking, isn’t it?
I am on a business trip during this period to help Kechuang Biotech test their virtual reality equipment. "
This is what the Chinese official told Lei Jun to say to the outside world.
After all, an entrepreneur of Lei Jun's level had been missing for about a month.
During this period, Lei Jun himself was asked to report that his family was safe.
Therefore, during this month, there were various rumors in the foreign media.
“I was equally shocked when I was testing it.
It's a pity that this virtual reality device is bound to my brain, otherwise I would like you to try it. "
“I can tell you that this virtual reality device is a living organism, and the way to use it is very simple, just put it next to you.
Then you will automatically enter the virtual world.
Your brain nerve signals will be matched with the virtual reality device, and it will provide the five senses you need.
I can tell you clearly that the perception of the virtual reality world of Kechuang Biotechnology and the real world is very close. "
"Whether it's smell, taste or touch, it's at least 90 percent realistic."
"Under such circumstances, do people still need mobile phones? Do they still need cars? Do they still need computers?
Rice’s two core businesses, Rice mobile phones and Rice cars, are no longer needed in the virtual world. How can we support such a 30,000-person enterprise?
These 30,000 people do not include outsourced employees. "
“I have been thinking about this question since I started to experience Kechuang Biotech’s virtual reality equipment.
What do we need to survive?
I've been thinking about it for a month, but I never thought of a good way. "
“The purpose of convening this meeting today is to brainstorm ideas and let everyone think about it together.
Hopefully there will be a spark of wisdom between us.
Everyone can speak freely. If each of you has something to say, just press the button in front of you to speak.
If you say it well, there will be extra rewards.
The answer that satisfies me the most, I may let you take full responsibility for the strategic transformation of Rice Group. "
Lei Jun is not only the founder and chairman of DaMi Group, but also the founder of Kingsoft Software.
It's just that he is more worried about rice than Jinshan.
Because even in the virtual world, people still have office needs, and Kingsoft's core WPS can still be transplanted to the virtual world.
There will always be a need for software.
The only thing that can kill PPT is artificial intelligence.
And when artificial intelligence becomes common to this point, Jinshan will not be able to resist even if it wants to.
The crisis for rice in the virtual reality world is just around the corner.
“I think we can cooperate with Kechuang Biotech to build FutureOS in a similar way.
Even if it is a virtual world, someone still needs to build it.
We can cooperate with Kechuang Biotech in this field. "
This is path dependence. I feel that in the virtual reality world, rice’s experience in the field of mobile phone systems will be needed.
Before the middle manager finished speaking, Lei Jun interrupted:
“First of all, if we don’t talk about whether this method is feasible, who will talk to Director Zheng of Kechuang Biotechnology?
Virtual reality is coming. Who among Microsoft, Apple and Google doesn’t want to build a system for Kechuang Biotechnology?
Leaving aside the foreign ones, who doesn’t want the domestic Goose Factory, Ali and Byte?
Why should Kechuang Biotech choose us?
The advantages of MIUI alone are not enough for us to eat this cake.
My friendship with Director Zheng is not enough for him to hand over the virtual world system to Da Mi. "
Lei Jun doesn’t know yet that building a virtual world doesn’t require programmers at all.
－－－－－－Digression－－－－－
Procrastination has occurred again. Even though I am locked up at home, I have to wait until the end to start writing. . .
