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Unexpectedly, before the American version of WeChat was created, Musk had already plagiarized Alipay .
After Musk acquired Twitter, he publicly stated that he planned to build Twitter into a place where people can shop here and even provide money market services. This plan is somewhat like the Yu'ebao launched by Alipay before.
Of course, the richest man did not hide his determination to copy the video sharing and traffic gameplay of China's Internet:
On November 14, Musk said when attending the Indonesian G20 Business Summit online that Twitter needs to do more in terms of videos, will allow users to publish longer videos, and will also share the share for creators. (Isn’t this the general business model of China’s sharing platform?)
Thinking back then, when China first developed the Internet and mobile Internet , they basically copied the US model, and they would introduce it as “I am the Chinese version of XXX”, and this “XXX” refers to a mature American product or company.
Now it is the American giants who plagiarize Chinese products or companies. Is there an inexplicable smell of "feng shui turns"?
In the Internet era, the environment of information explosion, the performance of China and the United States in the Internet economy can be said to be completely intertwined, and there is a watershed manifestation of completely different directions. What kind of signals does
like this release? It also reveals the different and deeper trends of economic change between China and the United States?
This article will be based on trends, from the Internet economy fields of China and the United States, which are completely different, and can even be said to be a backward expression like a watershed, digging deeper essence, and judging the possible direction and development direction of the Internet economy field of China and the United States in the future.
Pay attention to trends, grasp the essence, see the main line clearly, analyze trends, and guide actions.
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is well-founded and analyzed rationally and objectively.
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1
The "collective retreat" of Chinese Internet giants is a crucial turning point signal for China's Internet economy?
Since 2018, some obvious and subtle changes have begun to occur in the field of China's Internet economy:
55-year-old Jack Ma , and 41-year-old Huang Zheng announced that he would withdraw from the company's board of directors.
Even Liu Qiangdong , who once swore that he would not retire before the age of 65, announced his withdrawal at the age of 45.
On November 30, 2020, Beijing Kuxun Technology Co., Ltd. made a supervisor change, and Meituan CEO Wang Xing withdrew from the position of supervisor of Beijing Kuxun Technology Co., Ltd. and was taken over by Liu Minjuan.
In 2022, Wang Xing cleared out more than 17,000 Weibo and one million words of personal online essays written in the past, and he has completely "retired from the world".
On April 25, 2022, Beijing NetEase Media Co., Ltd. underwent industrial and commercial changes. Ding Lei resigned from the positions of legal representative and general manager and director, and was replaced by his capable general Li Li.
Kuaishou co-founder and chairman Su Hua, just like Wang Xing, is in a semi-retired state.
At the end of October 2021, Kuaishou issued an announcement stating that the 39-year-old co-founder Su Hua resigned as CEO and co-founder Cheng Yixiao took over the position. From then on, Su Hua will continue to serve as chairman, executive director, and member of the remuneration committee. Cheng Yixiao, as the CEO, will be responsible for the company's daily operations and business development, and will report to Su Hua. This is the biggest personnel change since Kuaishou went public.
The retreat of Chinese Internet giants has basically become a mainstream phenomenon.
retirement and low-key may be the philosophy of today's Internet tycoons. When many young tycoons choose to retreat to the second line, the "predecessor" of the Internet entrepreneurship era Zhang Chaoyang ( Sohu ) returned to the public's vision because of a different physics live class.
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It is not difficult to find that these Internet tycoons who actively retire all have a common characteristic, and their age is not as old as the retirement age stipulated in our country.
On the contrary, the "post-60s" Li Yanhong , Zhang Chaoyang, "post-70s" Ma Huateng , Ding Lei, Zhou Hongyi , etc. are still struggling at the forefront of the business world. It forms a sharp contrast.
A group of Internet tycoons have withdrawn from the market because the times have changed. The public strongly opposes capital and calls for an equal market. Relevant departments have also been rectifying the Internet style.
Although Internet companies were developing at the peak of their lives, they were not the same as before, and they had to make plans early.
times are different, and it is due to the nature of seeking profit and avoiding harm.
The collective retreat of leaders in the industry and field is a very obvious turning point signal of the times. China's Internet economy field has many deep and essential changes.
, on the one hand, is a complex environment for the game between the world's major powers. China's country's emphasis on information security has increased, and the DIDI incident is a typical case; on the other hand,
, is a problem of the ownership of "data assets" in China, based on the national system and model, it has a full understanding and understanding. This is crucial.
Another aspect is that Chinese Internet companies have begun to show obvious capital disorder expansion momentum. Some leading companies rely on their dominant power of "data assets", and their monopoly intentions have been exhausted, and have even posed a threat to China's national financial security. (No leading Internet company does not do usury business)
The hidden dangers brought by the barbaric growth process have been concentrated and the country has taken action. It belongs to a crazy era of China's Internet economy and has come to an end.
The big guys "retreat" early, there should be two reasons:
First, the Internet company itself has a complete structure and a high level of internal governance. Even if the founder retires, it will not affect the overall operation of the company. After retirement, the founder can enjoy a better life;
Second, the big guys are at the forefront of the market, knowing that the industry will face a heavy hammer of supervision, and the industry's growth has reached its peak, so they retreat to stay away from right and wrong.
Fundamentals have developed and changed. The era of land grabbing has passed. There is no need to siege cities and plunder land by savagely. What is needed is how to defend the city and how to survive in a generally unbearable world.
Turning around is a kind of self-preservation and a kind of decency.
As someone said: "The era without Jack Ma, only Jack Ma of the times." Since that's the case, you don't need to drive me away. I'll leave after doing it myself, and I'll hide my merits and fame. The retreat of these leading figures such as
proves that the passing of a great era, and China's social economy and the Internet will face profound changes.
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2
Musk's "Internet" ambition is just a new round of capital's land grab
2022, after the 44 billion transaction fell, the large-scale bubble magic drama that Musk acquired Twitter finally came to an end.
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This is a capital drama that has attracted a lot of attention:
On October 27, just a few minutes after Twitter started the Musk era, Musk's first fire as CEO burned out the current CEO, CFO and two core executives. These people are not others, but the CEO, financial officer and general counsel of , who decided to ban the Trump account. The second fire was aimed at the board of directors. On October 31, almost all 10 Twitter board members were removed, and only one of them was Musk himself. The third fire became even more intense, with 75% of the employees being directly violently laid off. Previously, layoffs of less than 30% of domestic Internet companies would cause panic. Such a high proportion is tantamount to a major change.
Do you think Musk's workplace rectification will end now? No, he did not leave them idle either. Musk requires everyone to make every effort to develop the "certification fee". All employees who participate in the project will be on standby 7*24 hours a day. If this function cannot be launched before November 7, all employees will be fired. What's wrong with the certification fee? It turned out that 90% of Twitter's revenue from advertising, and its current reliance on advertising has made the richest man dissatisfied. He plans to reduce Twitter's advertising revenue to about 45%. What to rely on? It is to charge a high Blue V certification fee. Yes, a platform with free speech will obviously not be an ideal place for advertisers to consume. Reducing the advertising revenue ratio is obviously an inevitable move.
After Musk acquired Twitter, a series of big moves, Twitter has completely become Musk's privatization, and he and the consortium behind him have also obtained the public opinion weapon they want.
So, what is the real purpose of Musk, who spent $44 billion to pay for "freedom of speech"?
On the surface, Musk said he wanted to create a one-stop store-wide super app, where almost all consumption of daily life, such as food, clothing, housing and transportation, can be realized on this app, which sounds like a common social software in China. But just for one app, can Musk still be the sucker of the original purchase price after the share price of fell by most of the time? It's hard not to speculate that Musk has other deeper intentions.
It is obvious that Musk has two reasons for acquiring Twitter, one is freedom of speech and the other is extraordinary potential.
In fact, this is not the key. Musk, the richest man in capitalism, , capitalism, , has made great strides and wants to acquire Twitter in every twists and turns. The most core reason is actually the new round of land-grabbing monopoly game initiated by the upstart of American capital.
Musk is building cars and rockets. His business empire is actually a huge plan for the integration of the world. Global communication interconnection is achieved through 4,400 Starlinks, and the world is integrated through the connection between cars, mobile phones and satellite . In the future, people's travel and communication will be under the control of Musk, but this is actually not beneficial to the whole world.
Now that the hardware has been available, software is naturally needed. Twitter, as a social platform, is one of the software Musk needs. Twitter now has more than 500 million registered accounts. The big data of these users will better help Musk realize his business map.
In fact, this set of methods for the collection, management of "data assets" and then monopoly are the inspiration Musk got in China and the Internet economic environment.
How can you become a capitalist without the awareness of absolute discourse power over capital? The richest man from a capitalist country has no basic understanding of this?
What is the complexity and embarrassment about this?
This is an emerging capitalist who hopes to fully lay out the global Internet economy based on hardware, grab land, and achieve monopoly of "data assets" based on the global hegemony of the United States. The plan is very big and worth paying attention to.
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3
Trend Analysis: What kind of development and future will the Internet economy in the United States us usher in next?
In fact, from the interlaced and watershed performances in the Internet economy between China and the United States, we can clearly analyze the future of China and the United States. In terms of the Internet economy, there must be completely different futures and directions.
China's understanding and management ideas for capital are becoming increasingly mature, which is inevitable determined by China's national nature and development logic. This is a good thing without controversy.
Compared with the West, China is indeed naturally not friendly enough to capital.
China's system has a strong role in promoting and ensuring economic growth.
Although the Chinese system is not popular with capital compared to the West, decades of development history have proved that this system is very useful for economic development.
Efficient and authoritative government, once straightened out the internal structure and adjusted its focus to the economy, it burst out with huge energy and fully practiced the materialism law of superstructure's reaction on the economic foundation. China can do everything that the West cannot do because of political power - and do better than almost all countries in the world.
As a world-class large population country, China has maintained almost the fastest growth rate in the world in the past few decades. A country with a super-large population and the world's top economic growth rate, which means that China will create huge incremental wealth in the process of development. If anyone gets this cake, it will be completely sucked.
This constitutes a situation where capital loves and hates China:
They know that China cannot become their ideal host like the United States;
But the super temptation from China makes them unable to leave.
So the strategy adopted by capital here in China is to be small on the surface and pretend to be obedient;
At the same time, it has denied China's economic model abroad, especially slandering and restricting state-owned assets in various ways to prevent China's scheme from being imitated by other countries. The logic of
is not only in the field of China's Internet economy, but actually has very realistic and obvious performance in many economic fields.
Capital gameplay, capital power, and even capital spokespersons. In the future, in China, only by being controlled by macroscopy, directed in direction, and understanding the rules can we have a foothold.
is not limited to China's Internet economy. In fact, all economic fields are the same. Such trends and directions are undisputed, visible, and highly certain.
In the United States, Musk, who can become the richest man in the United States, is not a simple person, but a representative of the emerging capitalist "new money" and is trying to overtake the traditional capitalist "old money" group.
But the essence will not change. Capitalism is capitalism, logic, gameplay, and form may keep pace with the times, but the instinct of capital's pursuit of profit and pursuit of monopoly and huge profits will never change.
Global capital old money likes energy, land, and arms, while new money likes technology, materials, technology and the Internet. The times are different, but the way of playing and results of capital must be the same.
. Whether Musk's success or failure in the Internet economy field this time is actually not important. It is inevitable that the capital upstarts will follow suit.
A new round of capital game in the US Internet economy will begin in full swing.
is actually the thing that British capitalists used to be able to capture land?
After all, the difference in the system actually determines the inevitable difference in the future route and direction.
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at the end:
Grasp the key signals of the turning point of the times and see clearly the attitude and will of China's state towards capital. It is very important to change and trends in the Internet economy field. It is just a representative microcosm of the country's economic development and the road to capital management.
Through the interlaced performance of the Internet economy between China and the United States, as well as various signals of the turning point of the times, what is actually more important is to see the future ideas, attitudes, and principles of China's country towards capital:
Capital will never sleep, capital seeks profit and avoids harm, capital pursues interests, and how should China deal with against capital? In fact, the principle is one, The doctrine of the mean .
On the one hand, is definitely not allowed to indulge without bottom line. What capital has done in the past few years has fully proved the bloodthirsty nature of capital.
If you do not use political power to restrict this bloodthirsty nature and let this bloodthirsty nature spread in the market, it will not take long for capital to rely on its own strength and through various means to firmly monopolize the means of production in various fields into its own hands. Once this situation occurs, not only will the people be forced to endure the continuous institutionalized harvest, but when making money by monopoly, capital will not have the motivation to conduct innovative research and development to compete for the market - because this is not only huge, but it will also break its existing monopoly pattern;
economy will also lose its vitality due to the loss of competition, and in the end the entire country will be Japan-Korea or even Hong Kong-the people become tools of chaebols, deeply trapped in the intravenous circle and cannot extricate themselves. The most serious situation will be like in the late Ming Dynasty, because the wealth and even means of production of the entire country are controlled by capital, which makes the government lose the ability to solve people's livelihood and deal with external shocks due to lack of resources, which will eventually lead to the collapse of the country and the destruction of civilization.
On the other hand, is completely controlled, and it is absolutely impossible to even prohibit it.
The role of private capital and foreign capital in promoting the economy is also irreplaceable;
Similarly, its functions in technological innovation and market innovation are also impossible for state-owned enterprises to do.
So, if you really have to die, it is equivalent to returning to the past planned economy era - and in that era, what was the situation of China's economy under that economic system? I believe there is no need to say more.
Capital must be bloodthirsty - so it is unlikely to expect capital to subjectively put down its butcher knife and become a Buddha.
But capital is indeed useful - without them, investing in factories and enterprises, many things can't be handled by the country alone.
So, just draw a frame for them. In this frame, you will give you a relative privilege. You are a little more ruthless, and sometimes it is not so legal. As long as it is not too excessive, this can be tolerated to a certain extent - after all, you do take huge risks, and the career you do is highly related to the major interests of the country, so it is nothing to be tolerant.
and not in this box, then you have to abide by laws and regulations and regulate your operations. If you still feel inadequate and want to use illegal means to earn excess benefits - then I'm sorry, this industry does not have much technical content anyway, it is highly mature and has strong substitutability. Without you, you can have other capital or state-owned assets at any time, which is not a problem.
At present, China's economy has also overcome the early and mid-stage embarrassment, so the sweatshop set is not allowed;
The soft technologies such as the Internet have both development paths and have almost come to an end, and they can no longer improve the production relations of through model innovation, and bring greater benefits to the Chinese economy. On the contrary, they are also moving towards monopoly, trying to collect protection fees for prisons.
At this time, the Internet was naturally out of the preferential frame - the preferential tax rate was gone, 996 exploitation of labor was standardized; the monopoly model was forced to demolish it by administration, In short, when any industry or economic model cannot continue to provide overall economic growth, it is not qualified to enjoy the special treatment of crazy bloodthirsty, and has to move closer to ordinary industries.
This is actually the inevitable direction of China's economy in the future, no doubt about it.
The strong control of the national will and directional guidance. It will become the only way for China's economy to follow.
Capital has the nature of chasing interests, but it also has the ability to promote economic development. For this kind of thing, through macro-control and directional guidance, and with its profit-seeking nature, they are guided to the areas most needed for economic development - and through a series of preferential support policies, the attractiveness of this guidance is increased.
or above logic, is the overall idea of China's current, including the visible future, and it is also the most suitable way to control capital.
In the future, if you want to survive and seek development in China, this is the most important basic cognition and action logic.
or above is a special analysis and discussion content based on the interlaced and watershed performance of the Internet economy in China and the United States in 2022, and a sharing and exchange with readers and friends.
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According to the latest regulations of relevant national departments, the content and opinions of this article are for reference only and do not constitute any clear suggestions on property purchase, investment, etc., and the risks of entering the market are at their own risk. )
or above text, from @Panda Beibei Little Cute
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