As a mage, I just want to pursue the truth

Chapter 251 The price to be paid for entering a new track
"For Apple, Kechuangbio was an invisible opponent before, but with the global sales of brain-computer connected VR, the opposition between the two has become very obvious.

The reason why Apple will continue to purchase the brain-computer connection technology of Kechuang Bio is because Neuralink cannot be recognized by consumers for the time being.

Musk claims that there is no gap between Neuralink and Kechuangbio in terms of brain-computer connection technology, but whether there is any difference will have to wait for follow-up tests by hardcore bloggers.

As long as Neuralink's brain-computer connection technology on mobile phones is no different from that of science and technology, we can see that the brain-computer connection technology on subsequent iPhones will gradually expand the share of Neuralink.

Until the iPhone was fully replaced by Neuralink.

Not only the iPhone, Samsung's high-end models will also use Neuralink to replace Kechuang Bio, and Samsung itself is also one of Neuralink's earliest partners.

However, Neuralink's brain-computer connection mobile phone technology is temporarily limited to English and Chinese, the two most extensive markets in the world.

It will take time for other language families, and Neuralink wants to replace it and it will take time to advance related research work.

In addition, there is a little bit of good news for Kechuang Biology that the patent infringement lawsuit has already begun.

Neuralink's brain-computer connection technology is very similar to Kechuangbiology in key points, and Kechuangbio has filed a lawsuit in the Los Angeles court.

Of course, for Kechuangbiology, these are just episodes. Even if Apple and Samsung do not use the brain-computer connection technology of Kechuangbio, it is just a small problem.

The secondary market has already given its own response, and the decline did not even exceed two points. The market is voting for the scientific and technological innovation with its feet.

However, Kechuangbio also has a long-term worry, that is, if he wants to revolutionize the traditional PC, then the entire semiconductor industry chain in Western countries will be a competitor of Kechuangbio.

For example, Kechuang's future brain-computer connection VR also needs to use Qualcomm chips.

What if Qualcomm does not sell chips to Kechuang in the future?Kechuang will design its own VR chip in the future, but what if TSMC does not provide OEM?
At present, the 5nm process used by FutureVerse's chips, and SMIC's 7nm process have not yet come out.

At that time, if the chip gets stuck, it will be the biggest test for the future of science and technology innovation.

Compared with this danger, even if the scientifically innovative creature is completely kicked out of the fruit chain, it is nothing to mention.

Kechuang Bio is not a company like OFILM and Luxshare Precision that cannot survive without Apple.

As for when the western semiconductor industry chain will get stuck in science and technology innovation, it depends on when Neuralink's technology matures.

As long as Neuralink can achieve similar brain-computer connection VR technology, then they will do it.

The advantages of semiconductors are used 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, the image processing is actually good. Unless Nvidia does not sell GPUs to Huaguo, it is completely possible to use the GPU computing power of the desktop by connecting an external desktop.

In short, Apple's behavior is just a clarion call, and the really difficult time has not yet arrived.

But if we can survive this hurdle, just relying on this brain-computer connection to VR can cultivate a group of powerful enough Huaguo semiconductor supply chain manufacturers.

So it depends on how to choose.

Kechuang is backed by a series of giants such as Byte, Rice, Ali, and Goose Factory in the future, and he is not so easy to be defeated. "

Before Kechuang Future, after the equity transfer, Rice sold part of the equity to Byte and Ali.

Rice has had a hard time these years. The car manufacturing business has established a foothold, but there is still a long way to go before making a profit.

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 will be vaguely discriminated against.

The sales of new energy vehicles of established joint venture car companies such as Toyota, Volkswagen, and Honda are very mediocre.

The downside is that consumers are too rational, they only look at the price/performance ratio, and consumers will rush if the price/performance ratio is good enough.

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, and the market share that Huawei gave up was eaten up.

If it weren't for that wave of dividends, Dami would have sold the shares of Kechuang Future long ago.

For rice, it is trading the future for the present, and they need to build a healthier financial situation.

And even after selling so many shares, Rice still holds 15.00% of the shares in Kechuang Future, making it the third largest shareholder.

The management of Kechuang Bio is happy to see more investors being introduced.

Because brain-computer connection VR wants to develop and build an ecology, it is inseparable from the applications of these giants.

Shopping, games, and pan-entertainment can already form a complete ecology.

Bilibili has obtained the VR copyright of "Fights Break Sphere".

Station B intends to be the first person to eat crabs and make a VR animation with No.1 perspective.

It is equivalent to that the audience can substitute into Xiao Yan's No.1 perspective.

As for whether the market will buy it, Station B has no confidence.

Therefore, they plan to sell money according to the number of episodes. If the data is qualified, they will continue to do it, and if the data is not qualified, they will not do it.Learn how American subscribes to TV stations.

American dramas with good data will continue to be filmed, and projects with bad data will be cut off early.

For the introduction of more investors, Goose Factory is also happy to see the results, but only Goose Factory cannot accept the entry of Byte.

There is a fundamental conflict of interest between Byte and Goose Factory.

However, Byte had no choice but to pay a high price, and the price offered by Byte was twice the unit price of Kechuang Biotech’s purchase of shares.

It has risen by [-]%.

Since the transfer of shares from Rice and Goose Factory to Kechuang Biotech has gone through many rounds of negotiations.

The participants are not limited to these three companies, but also include a series of external compliance agencies such as lawyers and accounting firms.

Therefore, the price is almost transparent to the Internet giants.

At that time, there was a heated discussion within Byte, whether they should pay a [-]% premium to buy the shares of Kechuang Future.

Zhang Yiming finally said:

"Is it [-]% expensive to float? 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 that it can achieve, basically reaching the upper limit.

It is also difficult for us to compete with Kuaishou and Station B for customers. I can proudly say that we are almost approaching the ceiling of this industry.

What to do next? VR is a hot spot in the industry, and all investors in the Internet industry have seen opportunities in this field. Kechuangfuture is the best company in the VR field.

I think it is too cheap to become a shareholder of such a fast-growing company with a [-]% premium and get a ticket to the future Internet revolution.

Tell the executives present today a very simple example, maybe someone has heard it, maybe not.

This case happened about ten years ago, when Midea acquired Kuka, a German robot manufacturer.

At that time, the situation was similar to the current situation. 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 goods 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 the period, but the resolution of the board of directors was not passed.

Speaking of Midea, Midea chose to manufacture high-end robots. They spent 40 billion euros to acquire a robot manufacturer that had begun to decline at that time.

And also promised not to participate in the operation of the other party, not to interfere with Kuka's personnel changes.

In order to enter the new track, Midea paid a premium of two to three times.

The reason why Midea is ahead of Gree today is because they chose to enter a new field and successfully realized the internal strategic transformation.

Kuka still faces many competitors, and Kechuangbio has no competitors in the high-end VR field.

We also need to transform, and now it is our best opportunity to invest in the future of science and technology. "

Just to add, when Midea acquired Kuka, the PE of the other three robot companies with the same size and level as Kuka were all around 15 times.

When Midea acquired Kuka, the PE of the purchase price was as high as 48 times, a three-fold premium, and Kuka was still on the decline at that time.

On the eve of the launch of the second-generation brain-computer connection VR, the market has responded in advance.

The prices of VR NFT products that have been highly speculated before have been speculated even higher.

Previous NFT products based on Future Verse were five to ten times the price of ordinary NFT products.

Recently, it has soared to fifteen times.

Goose Factory has made a lot of money by relying on NFT projects.

As for the Metaverse real estate speculators and Metaverse NFT products that were once popular before, they are almost dead.

By the time they get their Metaverse out, FutureVerse has already captured 90.00% of the market.

Originally, the fundamental value of NFT or blockchain products lies in consensus.

When 90.00% of users are on one platform and you have no consensus, where is the value?

Therefore, the initiator of the project took the lead in running away.

A large number of leeks were harvested, and the currency circle was called a ruthless harvester, much more ruthless than Big A.

After playing the currency circle and then going back to see the 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 went through many rounds of negotiations back and forth, and we were able to enter overseas markets through Microsoft.

The only contradiction right now is that Microsoft wants us to be just providers of technology.

But we need to obtain data in the field of industrial VR, and it is best to further obtain the data accumulated by Microsoft in the industrial Internet.

The other party is very unwilling to make concessions, and has been negotiating repeatedly on this point recently.

In addition, Microsoft proposed to cooperate with us on VR.

They said that they can build a desktop computer in a virtual space, and then users can use the desktop computer in VR. "

When Li Miaomiao heard about Microsoft's demand, what he thought was that you were kidding me.

Why do you need a desktop computer in VR?

Later, Microsoft explained in detail, because brain-computer connected VR can only be used as an entertainment tool at present, and cannot be used as a productivity tool.

It will be very troublesome to re-develop a set of adapted productivity tools, and the input and output are not directly proportional.

It is better to embed windows directly, and 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 and sit on a chair in the office area to use a computer.

"Windows nested into 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 brain-computer-connected VR chip meet this need?

Will there be enough storage? "

This is the same as Apple computer flashing ios and windows at the same time, which will affect 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 built-in function of the system.

In addition, Microsoft also stated that it can develop a simple version of the windows system specifically for brain-computer connection VR.

Can only read web pages and use some basic office software.

Then they will turn off the download and other functions of windows.

Try to make a demo to see the effect first. "

Li Miaomiao continued: "Okay, I will assign the task 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.

It is of course best if you can use office directly, so that you don't have to develop software yourself.

To develop supporting software, teachers and students have to be trained to use it.

Having an office can save a lot of trouble.

In addition, for the product launch event in London this weekend, the security checks need to be appropriately strengthened.

We may also need to communicate with the official agencies in London. "

Not only was there news of the existence of mages in London, but the security level had also been greatly improved, and at the same time the whole city fell into a tense atmosphere.

If it hadn't been for too long to prepare for the new generation of brain-computer connection VR activities, Li Miaomiao would have wanted to postpone it later.

"Not bad water elemental spells, your proficiency is far beyond my imagination." After Wiles took Charles back to London that night, he still let Charles perform the magic he had mastered.

"So this is what you learned from the dark web, right? Didn't inject any reagents, and didn't drink any inexplicable potions?" Wiles asked after seeing Charles' magic.

Charles, who has regained his magic, seems to be much more confident, but he still respects Wiles:
"Yes, sir."

"In addition, I have a vague feeling that the power of magic is more than that."

Wiles nodded and said, "Can you tell me in detail about your spellcasting process or how it was realized?"

"Don't worry, this is counted as training expenses, we will pay you accordingly, and you can put forward your psychological price."

Charles shook his head and said, "I'm not short of money, and I don't need money. I'm only interested in magic."

"I want to try the staff that was given to me in Margate before. Merlin's crow should not be that simple."

Working in IT in London, the annual salary will not be too small, not to mention that Charles is still the director of information security, and there is no financial need.

Seeing that Wiles was so talkative, Charles wanted to get some magical creations over.

He had a hunch that magic would become common in the future, and in the new era, magical creations were more valuable than money.

　Post it first and then change it. There are about [-] words repeated in the back. If you subscribe and find that it is repeated, it will be fine after half an hour.

　　
　
(End of this chapter)