Top of the Great Era

Chapter 1401

The next day, Sun Zhengyi came to Silicon Valley.

The two parties walked around the U.S. headquarters of Ziwei Star and chatted happily.Softbank also said that he knew a few outstanding young people who were very creative and passionate, and he could introduce them later to see if they had a chance to get hired.

It's all little things.

Zhou Buqi went to the office with him, and there were Lu Qi, Zhen Yu and Ning Lu by his side. He mainly talked about Ziweixing's Helo, which will promote Apple and Google to upgrade their respective mobile phone operating system technology and add a message push function. Function.

Sun Zhengyi didn't quite understand. Mr. Zhou came here to talk about the entertainment industry, didn't he?How to talk about the Internet is still such a trivial matter.

"Message push... um, how about it?"

Sun Zhengyi looked blank.

Zhou Buqi said: "This function seems simple, but it has epoch-making significance."

Lu Qi's eyebrows twitched slightly.

The message push function, which he proposed, is to allow Helo on the smartphone to receive a reminder like a text message when it receives a message.

This requires the cooperation of the operating system.

Boss Zhou has a lot of face, so it is more appropriate for him to come forward to coordinate.

Unexpectedly, he was raised to such a height.

real or fake?

Fool people?

Ok……

Not like ah!
There is only one truth, so there is no need to discuss it in advance, no matter from which point of view, the result is the same.But there are thousands of lies, if you don't blend them well in advance, it's easy to reveal your truth!

If Sun Zhengyi was fooled, why didn't he communicate in advance and discuss the deception routine?

Unless what Boss Zhou said is true.

He really didn't see that a small message push function would have such great industry significance.

Sun Zhengyi was obviously also attracted by Zhou Buqi's "scaremongering", and was surprised, "Epoch-making significance? How do you understand this?"

Zhou Buqi said, "You know OTT, right?"

"Well, an overhead pass."

Sun Zhengyi nodded. This word is relatively new, but it is not unfamiliar in the Internet field.

Traditional OTT is a basketball term referring to an overhead pass.Putting it on the Internet is a "pass" between the platform and users, bypassing the "operator" defense in the middle.

The current Internet industry is still relatively early, and the concept of OTT has not yet been generalized and popularized. It mainly refers to the TV field, targeting streaming media platforms such as Netflix and Hulu.

In the United States, there are two main models of TV stations: over-the-air and cable TV.

Wireless TV, that is, users only need to buy a "pot cover" to receive the signal, and then they can receive free channels in the United States and even the world for free. A search can find hundreds of TV stations in any language , including domestic CCTV.

In this process, TV users only need to spend a sum of money to buy the "pot cover".

There is no additional overhead.

Generally speaking, some families who immigrated from third world countries or went to work in the United States, or families at the bottom of the United States, would choose to watch TV in this way because it costs less.

But the vast majority of US users will not use this method.

Because the content of free TV stations is too bad, and the signal is often unstable.

If you want to watch great TV, you still have to watch cable TV.

Cable TV means that there is a cable connection, and you need to find a TV operator like Comcast to install a set-top box.In this process, a sum of money needs to be paid to the operator.

After installing the set-top box, you can watch many free TV stations for free, and you can also pay to subscribe to some small-scale premium channels.

Premium channels are the place where high-quality content is truly created. The vast majority of middle and high-income households in the United States mainly watch premium channels.However, premium channels are also different. For super-large-scale TV stations like HBO, in addition to the basic set-top box, they also need to install an [-]-ban set-top box.

Every time you watch HBO, you have to turn on the set-top box of Shiba Ban, so as to prevent minors from accidentally watching it.

In short, the cost of watching TV in the United States is very high.

A middle-class family spends hundreds of dollars a month on TV channels.

Not only do operators have to pay for TV cables to install set-top boxes, but they also need to spend money on premium channels to subscribe members to watch their high-quality programs, or to subscribe to sports events and so on.

"OTT" means that you can go over the TV operator!

Users can directly use the Internet platform without paying management fees, channel fees, and operating fees to operators. They can use streaming media to directly pay for film and television content or live sports events.

This is equivalent to a perfect overhead pass to the operator between the user and the Internet.

Why is Comcast in such a rush to buy NBC Universal?

It's because times have changed.

They want to get the content. While keeping some middle-aged and old user groups to continue watching TV, they also need to use the Internet to make streaming media themselves to make up for the potential huge loss in the TV operation business in the future.

This is the fatal blow that the peer-to-peer Internet has caused to intermediary traditional enterprises.

Comcast is very good and powerful. They can feel the crisis first, and then rush to save the crisis.However, the vast majority of traditional enterprises, lacking such a forward-looking strategic perspective, are dying in the changing situation of the industry in the great era.

However, the TV industry is not within the scope of Sun Zhengyi's investigation, so he doesn't know much about it. He only knows that the OTT model may destroy the existing TV industry business model.

Zhou Buqi explained the logic to him.

Not to mention Sun Zhengyi, even Lu Qi and Zhen Yu felt like they were in the spring breeze.

No wonder!

No wonder Comcast asked Boss Zhou to be a consultant, and invited him to join the advisory committee of Comcast's acquisition of NBC Universal... He really has a sharp eye, and he can clearly see the changes of the current era!

Deep down in his heart, Lu Qi admired him sincerely.

You know, Boss Zhou is not in the United States all year round!

But he only comes here a few times a year, and by meeting so many people, he can understand several industries, from the Internet to mobile phones, from communications to TV, from film and television entertainment to sports events.

This strategic vision is really amazing.

Sun Zhengyi behaved relatively calmly. It seemed to him that Boss Zhou should be at such a level. It is not surprising that he has such insight into the industry.

"Well, what you said moved my heart. It seems that Softbank's next investment direction should focus on the streaming media field." Sun Zhengyi looked educated.

Zhou Buqi smiled, "Actually, it's not just streaming media."

"Oh?"

"All OTT-related fields are the best investment direction in the current Internet field!"

There is no other way, he is reluctant to let the child not be a wolf, in order to hold Sun Zhengyi, Zhou Buqi can only show sincerity, give him as much advice as possible, and help him with a vision beyond the times.

"What else?"

Sun Zhengyi didn't understand it for a while, because the current OTT is still a niche concept, mainly referring to the TV industry.

Zhou Buqi smiled, "This is what we just said, the function of message push."

Sun Zhengyi's complexion changed drastically, and he was taken aback, "You mean...you mean the communication operator?"

Zhou Buqi said lightly: "This is for sure. The Internet can bypass TV operators through streaming media. Of course, it can also bypass communication operators through other forms and send a wave of OTT to communication operators!"

"This……"

Sun Zhengyi gasped.

This is going to kill me!
Right now, SoftBank led by him, the first priority is not to cooperate with Zhou Buqi to invest in the entertainment industry, but to acquire the well-known American communication operator Sprint with great fanfare.

This is really a bucket of cold water poured down.

In fact, similar arguments have not stopped in the past few years.But that was all industry speculation, and the global communications industry responded.

It's different now, these words are said by Zhou Buqi!

The same words, when spoken by different people, have different weights.

What Boss Zhou said was enough to make Sun Zhengyi break out in a cold sweat, because it is likely to affect the strategic direction of SoftBank Group.

Sun Zhengyi lowered his head and drank his coffee. He was silent for half a minute before calming down. He frowned and said, "Do you know the RCS agreement?"

"of course."

Zhou Buqi nodded.

Faced with the great changes of the times led by the ever-changing Internet, the elites in the communication industry must of course take action, and what they launched is the new direction of RCS.

Simply put, it is to combine communication with the Internet to protect the interests of communication operators.

In fact, it is exactly the same as Comcast's acquisition of NBC Universal.

The general logic is that Internet companies play OTT, which hurts the interests of operators.What should operators do?It can only be a set of Internet services by itself, replacing Internet companies.At that time, even if consumers want to play OTT, consumers and operators will join hands to play OTT, bypassing the Internet companies in the middle.

The money still has to fall into the hands of the operator.

Comcast wants to make its own streaming media, bypassing Internet streaming media; communication companies need to make their own chat messages, bypassing Internet social giants.

There is also a very famous RCS game, which is 5g news.

It is said that after the rise of the 5G concept, the market has been hyped up and overwhelmed.The focus of communication operators' hype is 5g news.It is said that 5g news can not only replace WeChat, but also replace all mobile apps, how amazing and powerful.

Basically bullshit.

Sun Zhengyi said: "Many communication operators in the world have joined the new RCS model and are looking for new directions."

Zhou Buqi laughed and said: "Sun, don't forget, you are an Internet investor, is there anyone who knows the Internet better than you? Why do you make such a mistake? Operators are all traditional enterprises, how can they compete with the Internet? This is Fundamental conceptual differences cannot be resolved by simple model conversion.”

"Ah."

Sun Zhengyi looked serious.

Zhou Buqi said: "I also invest, and I also invest in the wrong project, which is very normal. If I invest in the wrong project, it is a tactical failure. However, if I invest in the wrong track, it is a strategic failure. It cannot be tolerated. No matter what type of operator it is, it is destined to be slapped by the Internet in the future.”

(End of this chapter)