If someone tells you that the mobile phone has disappeared after 5 years, are you stunned, or do you grasp the general trend and respond positively?
More than ten years of venture capital investment experience tells me that when a tide comes, people tend to underestimate the revolutionary and subversive power behind the evolution of technology.
I just returned to China to do ChinaRen in 1999. I went to Peking University and Tsinghua University to give speeches. I asked how many people used the Internet and almost no one raised their hands. I said at the time that in 5-10 years, the Internet will completely capture the way you live and work. You can't get away from the Internet in all aspects of your life. At that time, many people expressed doubts that this was a fantasy. But after more than a decade, now, many people can endure a day without food, no water for a day, but can't stand the days when there is no Internet.
This is the subversive nature of technology, and this subversiveness is constantly advancing: the PC Internet era has subverted the traditional offline, and now the mobile Internet era has subverted the PC Internet era. In the future, the era of mobile Internet will also be subverted, and subversion has already begun.
Lei Jun had a previous view that mobile phones are the center of everything in the future. I respect Ray boss, but I don't agree with him. I think that this device of mobile phone will disappear in 5 years. You see that Apple just released the iPhone6, I can make a bold prediction: iPhone8s will be the last generation of iPhone, by that time, Apple's mobile phone business will completely withdraw from the historical stage, Apple will not make mobile phones again. why? Because we are about to enter the era of "smart everything."
Within 5-10 years, enter the new era of "smart everything"
In the age of intelligence, your watch, your necklace, your ring, your glasses, your car, your desk, your house... all your terminal equipment is intelligent. When communication, sending and receiving information, various applications and functions become standard equipment for all smart equipment, why do you need a mobile phone in your trouser pocket?
When all ages of intelligence come, we will be surrounded by various smart devices and intelligent robots.
In the future without intelligent robots, you will have difficulty adapting. Just like now, if you don't have an Internet or a mobile phone, you will not be able to live.
From the moment you wake up and open your eyes, you are already living in an environment filled with intelligent robots: your home is an intelligent robot, the smart bathroom will automatically adjust the bath temperature for you, and the smart kitchen will automatically cook breakfast for you. When you go out to work, the vehicle will be an unmanned robotic car; when you walk into the office, your smart desk will immediately sense it, open the mailbox for you and a day's work schedule...
As a port to turn on all intelligence, you won't need a bulky phone at all, just a ring with sensing and authentication: if you want to make a call, just go to the table and tap the table with the ring. The table automatically retrieves your personal address book. If you want to call, the table can be called directly. When you go to the refrigerator and tap the refrigerator, the refrigerator will automatically tell you which fruits are gone. You can place an order directly on the refrigerator. You go to the wardrobe in front of the closet, the wardrobe will automatically tell you which ones are suitable for matching, you can even go directly to the Taobao page through the wardrobe to buy a new shirt... just like a ring, the ring is The root of everything.
Is this smart scene too far away? I can tell you that it is not far away, it is within 5-10 years.
If you want to vote for "Zhu Yuanzhang", don't vote for "Song Jiang"
Recently, Apple, Google, and Facebook have started to buy smart robot-type startups. Google has acquired a bunch of robot companies, Facebook has acquired Oculus, and Apple has acquired Beats. The giants want to take positions through acquisitions. However, these companies that are invested in are not able to do anything, and they may die in the future.
A very simple logic: If you are "Song Jiang", you choose to be acquired, the end is not necessarily good; if you are "Zhu Yuanzhang", are you willing to be acquired? Zhu Yuanzhang and Song Jiang are more arrogant and clear.
In the era of all-intelligence in the future, a new batch of new and powerful companies will rise. This is a group of heroes who can change the world. Heroes have the temperament of a hero, "I will kill when I spend it," and I will never be under the fence. Today, the Big Three BAT, which was originally acquired, was Ali acquired by Yahoo, or is it now Ali?
Now the intelligent robot industry is just the beginning. A large number of "Zhu Yuanzhang" are still in their infancy. This is definitely a great gospel. It is an excellent opportunity for a large investment layout. Now go ahead and wait for 5-10 years, thousands of The billionaires were born, and there was nothing for you at that time.
Optimistic about the field of intelligent robots
Now many VC/PE eyes are still staring at the mobile Internet, mobile games, O2O, P2P, in fact, these are outdated, there is no chance, but this is inevitable. You think about it, when the Internet tide was just over a decade ago, VC/PE showed up, many said it was a bubble, and how many of them really optimistic about the Internet.
Ma Yun just said in the road show that when he went to the United States to find 30 VCs, he did not get a penny. It’s too correct, I’m so touched! When I was doing chinaren and air network, I saw how many VCs I couldn’t get, and it was too difficult.
How did IDG rise? It was the wave of crazy Internet in 1999. Finally, you found that Sina, Sohu, NetEase, Tencent, Baidu, the first wave of giants, and many others, IDG have voted. Recently, I have been joking with IDG partners. I am going to be the IDG in the field of intelligent robots in the future. Everything is invested, and one cannot be less. Now is the time, many smart projects are very cheap, and after a while, the valuations have skyrocketed, and I can't vote for it.
Do you know how fast the smart robot project is estimated? I was a company that I only invested at the beginning of this year. I am an angel. I entered the company with a valuation of 25 million yuan. Recently, this company has just merged with the A round. The valuation has already reached 90 million US dollars, and it has increased 20 times in half a year. What concept? ! A round of investors are big institutions, mad, why, because they all think that this is the next opportunity for Tencent and Baidu. The phone disappeared after 5 years. Are you ready?
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