Deciphering Trillions Of "Treasure Map" Of The Internet Of Things

Recently, the Internet of Things is a physical social network that integrates various information sensing devices with the Internet and integrates information flow, logistics and interpersonal relationships to facilitate identification and management.

As an opportunity to reshuffle wealth, who will bring wealth to the rise of the Internet of things and who will lose wealth? We can observe from two angles: private products and public goods.

Business opportunities:

The three rich mines contain trillions of Yuan opportunities.

For the production and distribution of private goods, the Internet of things presents the following micro opportunities (trillions of small opportunities).

First, competition opportunities at the standard level.

In the past, every new infrastructure change will bring about business opportunities for the world's richest or richest country. This kind of business opportunity brought by the information technology revolution has different characteristics from the retro iron chicken. It presents the first class enterprise to do the standard, the second rate enterprise to make the technology, and the three stream enterprise to make the product rule.

The classic practice of private enterprises is to avoid the statutory standards and establish fact standards. For example, Microsoft did not pass the public sector to set up a statutory standard for infrastructure such as operating systems. But when countries and standard organizations do not pay attention to the operation system will evolve into infrastructure, first launch products, monopolize the market, make it a de facto standard. Microsoft has yet to promote the statutory standardization of operating systems, which is to monopolize the commanding heights of infrastructure under the control of private enterprises. According to the American study, Microsoft achieved the highest GDP value in the 44 countries after the world.

Now the same opportunity has emerged with Microsoft. Let's take a small example in the context of iron chicken's opposite to iron chicken's practice. Neusoft is now developing an automatic driving technology that allows cars to run on the road as in previous games. In theory, people will be able to get on the bus and sleep in the future, so that the car can run automatically. The idea of the Internet of things to solve this problem is to set up sensors on roads, use the interaction sensing between cars and highways, correct the direction, speed and distance, and achieve the result of automatic driving. What is the standard here? Where is it? Turning to Gates's vision decades ago, we should regard the automobile as an application level product and understand the highway as an operating system. The main point of road contention is not on the "iron chicken" level of asphalt, but in signal standards.

If the signal standard adopts the default standard of Neusoft's "undeclared war" in the product, only the Neusoft standard car will be identified by the sensors on the highway in the future. And other standard cars, roads do not respond to it, is still just ordinary highway. Similarly, the wealth pattern of iron chicken is completely different. The iron cock who does not rely on the "operating system" of the highway can only take the commercial mode of "blocking the road and robbing". According to the conversion relationship between the highway toll collector and the bandit calculated by Mr. Wu Si, it calculates the price charge; and the business mode of the Internet of things is not so, it can be designed according to the personal information of the driver in the sensor.

The two is business opportunities at the technical level.

What we see at present is the core technology of radio frequency identification (RFID) devices, infrared sensors, GPS and laser scanner. There is a great chance to shine when the standard line is not queued up.

However, what I want to emphasize is another technology. People now pay attention to the technology of interlinking things with things. Before the Internet of things, people emphasized the technology of interconnecting people. In my opinion, the technology of interconnecting people and things can not be ignored, including technologies from things to people (T2P) and from people to objects (P2T). This technology has not yet been formed (for businessmen, it has been reinvested, sooner or later). It is also known as T2P and P2T.

Discussion technology in commercial publications may be too abstract. Let me give you an example. In the past, there was a theory that it was more accurate to get customer data from POS than to directly ask customers. Because customers can't cheat the investigating company when they pay. The conclusion is that behavior investigation is more effective than asking people. Once the Internet of things is realized, the market where things and things are interconnected will be the second. There will be a big breakthrough in human behavior investigation. Just imagine that if we can take every customer's behavior related to purchase preference through continuous reading of sensors on the behavior path, and then use data mining and higher AI methods to analyze, it is not far away from solving this customer's Steefan Kors puzzle. This is what I call T2P and P2T. It is more promising than current search engine technology.

Three, business opportunities at the product level.

It is not worth talking about in detail when it comes to products. In fact, just let people know a little. The Internet, which serves only one person, has created more than 40 NASDAQ listed companies in China. And there are dozens of objects that are often touched by everyone. If we extend our products and businesses to dozens of objects of one person, business will expand several times. This opportunity will first belong to the present generation of junior high school students.

Public opportunities:

Embed "iron cock" and dance "two person turn"

In the face of the global financial crisis, the Chinese government invested 4 trillion in stimulating the economy. A large proportion of the 4 trillion is to invest in traditional infrastructure such as railways, highways and airports.

Some people put forward "iron chicken strategy" accordingly. It is hoped that the government's emergency measures will be upgraded to a global strategy and solidified as a pattern of interests. In the so-called "internal reference", they put forth a bold way: "cooperate with" iron chicken "to achieve double harvest of political economy.

In response to the global financial crisis, it is a typical "backward looking" strategy to put the strategy of "iron chicken" under the background of history. Compared with the plan of the Zhan Tianyou era, except for the new things of the airplane, others were already existed in the Qing Dynasty. In its scheme, the traces of computers and networks in human society for over 50 years have been completely invisible, even without similar words. As if overnight, the society has returned to the traditional industrialization era. In particular, compared with the "look ahead" orientation of the US facing the "smart earth" and the Internet broadband, the "iron chicken strategy" is a rare retro program in the contemporary history of the earth. The Internet of things, representing the advanced productive forces, has an opposite effect on the public product strategy and interest pattern.

As prime minister Wen Jiabao put forward in August 9th, the "Internet of things" application put forward: "every big crisis, whether it is economic crisis or financial crisis, will give birth to some new technologies, and the birth of new technologies is also a huge driving force for the economy, especially industry, to get out of the crisis."

As an advanced productivity, the Internet of things will achieve the same function with different growth methods and development modes before the crisis, but the cost will be much more economical than that of iron chicken. The Internet of things is characterized by information as the development direction of infrastructure, rather than material (iron chicken) as the development direction of infrastructure. The productivity characteristics of the Internet of things are transmitted to the mode of production, which determines that the transaction cost structure of realizing the same social function will be significantly different. Once the Internet of things is implemented strategically, there will be a "development equity" two interest pattern.

According to North statistics, transaction costs account for 45% to 50% of GDP in the United States. In such a large scale of transaction costs, many of the traditional industrialized official standard societies are implemented in a grey manner. The Internet of things will greatly save the transaction cost under the conditions of achieving the same social functions. But in China's national conditions, the Internet of things does not necessarily fight hard. The result of compromise may be the incorporation of information components into the iron chicken, and the integration of railway informatization, road informatization and airport informatization. The infrastructure and interest pattern of Chinese society will gradually evolve in the friction and integration of industrialization and informatization, in the "two person circles" of state and private, traditional and modern.