Tencent layout
Let's take a look at Tencent's previous layout.
First, we cooperated with sogou to further strengthen the layout of browsers and search, and then cooperated with Dianping and JD.COM to lay out offline and e-commerce. Tencent's users are mainly based on social relationships, and it also has WeChat and WeChat payment. To sum up, Tencent's layout includes:
movable terminal
Search (sogou, general knowledge base plus semantic search of social relations)
Dianshang (JD.COM)
pay
Offline (public comment)
Ali layout
Let's take a look at Ali's layout again. I regard its layout in sports, health, entertainment and Yintai Mall as offline. First of all, Ali itself is a big e-commerce, users mainly shop, and it has a mature payment system. This time, it was merged into UC to further lay out the browser and search. Commercially speaking, Ali will be richer. Its e-commerce business line is richer and also involves finance. To sum up, Ali's layout includes:
movable terminal
Search (UC and pottery, Taobao search is mainly a semantic search of vertical industry knowledge base, with weak social relationship and good review data)
E-commerce / electronic commerce
pay
Offline
How to connect?
Just now, the cloud said cloud and terminal, but how do they connect? Through search. Data is stored in the cloud. Both PC and mobile phone are just an interactive entrance. They need to identify users' information needs and download data from the cloud for display. Accurately identifying users' needs and searching for information is a typical semantic search process. It can be applied to general search or vertical search.
So search is a bridge connecting the cloud and the end.
In addition, the interactive interface of the mobile phone is richer, because it has sensors such as GPS and camera. Compared with PC, people spend more time on mobile phones, which is really the end point of obtaining information anytime and anywhere.
How to search?
Both sogou and UC have accumulated some semantic search technologies. Judging from the information available from the outside world, sogou's general knowledge base is relatively mature, and Shenma is mainly oriented to vertical fields at present. The next generation of search technology will be similar to Mobvoi and Siri in appearance. In fact, the core of question answering and recommendation system is search technology. They all need better semantic recognition and better index data. Personally, I think speech recognition is only an interactive means, and the expression of words is the most basic semantic expression. Vertical industry data, the general search engine is not open. For example, Taobao products can't be found on Baidu. After UC joins Ali, the search in the vertical field will have more advantages. But I have a question, how to integrate the product search of Shenma, pottery and Taobao and optimize the resource allocation. At the same time, I don't know how sogou will move forward. This question is left to them to answer, and officials will ride donkeys and watch horses.
Better business model?
E-commerce, payment and offline are the most direct business models for paid purchase. In the past, you had to ask your friends where to buy things and have fun, and then pay by cash or credit card. In the future, you only need to search for the goods you need through the mobile terminal, pay online, and someone will send them to you. You need to go to the gym, eat, watch a movie, and move your fingers to book a payment. As long as you move over, someone will receive you warmly. The mobile terminal and search itself do not create value, but the real value lies in the expenses people need in their daily lives.
Mobile and search have better helped people find their daily needs. Through the combination with e-commerce, payment and offline, a healthy business model has emerged.
abstract
Tencent and Ali are integrating technology into people's lives and making money by helping people live better. They are building an information platform for people's future life. Baidu seems to be still immersed in technology. They are laying out future technologies and studying better technologies. Ali and Tencent will compete directly in the future because of their layout and their ambitions. This will be a good thing for consumers. After all, there is no monopoly and it cannot be monopolized.