The 2010s have come to an end.Twenty years after the Internet wave boiled, the first generation of Internet giants Google and Ali gave their scepters to young people who grew up inside.At the beginning of this decade, Cook took over the burden from Jobs who died of illness, and worked hard to continue Apple’s glory.In this decade, the Internet has truly included everyone. Due to the popularity of affordable smartphones and the Internet, almost everyone is tied to the network at all times.The emerging Internet of Things is also trying to connect every “thing” together.This decade also gave birth to the AI wave, and it is too early to define the 2010 era as the AI era. The energy of artificial intelligence is far from being completely released, but all tech giants regard AI as one of their most important strategies..At the same time, security issues have become more and more serious, and everyone can become a data packet on the network. How to ensure everyone’s privacy is becoming an increasingly urgent challenge.At the beginning of the 2020s, looking back at the changes of the giants in the past ten years, what glory has been achieved in the past ten years, and what lessons have been left, it is not only about the fate of the giants, but also how everyone’s life is bound to happenUpheaval.Mobile Internet Wave: The Rise of TMD The second decade of the 20th century is the era of the mobile Internet. The new outlet has spawned a number of new giants in just a few years.Uber, which was established in 2009, Meituan, which was established in 2010, Byte Beat, which was established in 2012, Didi, which was established in 2014, and Pinduoduo, which were established in 2015, have all become new giants with a market value or valuation of tens of billions of dollars.Ren Xi, a well-known Internet commentator, said: “If the three founders of” BAT “coincided with their own years of life-usually between college graduation and 30 years of age-they encountered the Internet landing in China.The first wave of flowers, then the three founders of “TMD”, after experiencing the influence of “BAT”, built a more complete information highway with more skilled and rich experience and courage beyond ordinary people ”Gas Station’ and ‘Service Area’.”The arrival of the mobile Internet has drastically changed the consumer and entertainment industries. The rise of take-out platforms such as Meituan and Hungry has made take-out a huge new industry. The popularity of Douyin and fast-handers has created a large number of online celebrities. RuixingListed in 17 months, the number of stores has caught up with Starbucks in about two years. In addition to the popularity of the capital market, the change in the consumption scene brought by the mobile Internet is also an important reason: the significance of coffee shops as a third space is weakened.Efficient takeaway, users can enjoy coffee in the office, study, travel, and entertainment. The continuous growth of the new generation of giants will inevitably be connected with the previous generation of giants. Douyin and WeChat are incompatible. Today ’s headlines entered the search.In the hinterland, Didi, Ali, and Tencent are all involved in the shared bicycle war. Baidu and Ali provide taxi services through their map services to compete with Didi’s core business. Cook takes over: Apple transitions to the era of professional managersBefore Steve Jobs’ death, Apple was synonymous with innovation. Cook, who came from an operating background, was in product innovation.Obviously, there is no such talented creativity and imagination as Jobs. Many people in the industry believe that the apple that lost Jobs will not be able to continue to glory. Today, although Cook has tripled the market value of Apple in the next eight yearsAs much as $ 1.3 trillion. But some people still criticize that after the death of Jobs, the apple is no longer that apple and is not innovative enough. But it should be noted that the apple that Cook took over is already a company with a market value of more than $ 300 billionGiant, not the size of Jobs when it returned, when Apple’s market value was only 3 billion U.S. dollars. The author of Cook’s biography Leand Carney believes that for Apple at this time, “the most important thing is not the product, butIt’s logistics-efficient supply chain, distribution, finance and marketing.”On August 2, 2018, Apple became the first U.S. trillion-dollar company with a market capitalization. A year ago, Apple launched the iPhone X, which was the most successful iPhone after the iPhone 4, and was driven by Apple’s 2018 fiscal year results.Record levels: Revenue of $ 265.595 billion and profit of $ 59.531 billion, all the highest in Apple history.After the iPhone ’s revenue growth was struggling, Cook timely adjusted the company ’s development direction and transitioned to services. Therefore, although Apple ’s revenue and profits fell in fiscal 2019, the market value has risen to more than one trillion US dollars.At the end of the year, it reached more than 1.30 billion US dollars, ranking first in the world.In addition, although the ability to create new products is far inferior to Steve Jobs, Cook also introduced two influential new hardware: Apple Watch and Airpods.On their respective tracks, Apple products occupy half of the market and lead the industry.Cook is not a person who changed the times, but after Jobs built the base of the entire building, Cook was the best successor.Mobile phone market changes: Nokia left the throne In 2008, Nokia still has 40% of the global mobile phone market.In a triumphant triumph, not many people realized that the limelight was turning.This year, Apple released the App Store. In October of the same year, Google launched the Android Market (later renamed “Google Play Store”).In 2010, Apple introduced the iPhone 4. This phone is equipped with Retina retina display and IPS screen technology, reaching 331 pixels per square foot, and the display effect has been greatly improved.In the same year, Samsung promised that 50% of its smartphones will use the Android operating system. Since then, Samsung has quickly become the largest Android mobile phone giant.The drastic changes in the market situation have allowed the two overlords of the previous era to embrace each other.In February 2011, Nokia and Microsoft reached a global strategic alliance to jointly develop the Windows Phone operating system.But it was too late. Nokia’s number one position in global mobile phone sales was surpassed by Samsung in the first quarter of 2012, ending its 14-year market dominance.In 2013, Nokia resold its mobile phone business to Microsoft.At the same time, drastic changes in the Chinese market are also brewing.In 2010, Xiaomi was founded. With its innovative Internet mobile phone model and supplemented with cost-effective mobile phones, it has flattened the cottage market. Only four years later, it has ranked first in the Chinese smartphone market.The rapid rise of Xiaomi shocked the Chinese mobile phone market and brought new gameplay. To counter Xiaomi, Huawei established Glory in 2012.Since then, the main online has become a unified game for all mobile phone companies in China.When Xiaomi slammed online, BBK’s two major brands, OPPO and vivo, opened offline stores one by one.Although this method was not fashionable at the time, it was solid and effective, which laid a stronger base for OV and laid the foundation for it to explore the high-end market.The common characteristics of these three companies are mainly for the consumer market, not tied to operators.Binding with the operator, although the China Cool Union mobile phone has been rapidly ramped up in the early stage, it has also limited the development of high-end products.Of the four manufacturers, only Huawei decoupled from the operators in 2012 in a timely manner, and the other three have already become second-tier.Q1 2015 is the last glory of the China Cool Federation era, and Samsung and Lenovo still rank among the Top 5.Starting in Q2 of the same year, the top 5 in the Chinese market switched to Huawei, Xiaomi, OV, and Apple, and has not changed since then.From this year, the Chinese market switched to the era of Huami OV.Microsoft transformation: Nadella makes elephants dance Who says elephants can’t dance?When Microsoft CEO Nadella took over, Microsoft missed the mobile era, from search to mobile systems.How to rebuild Microsoft’s technology leadership when the challenge is facing Nadella.He decisively bet on cloud computing. At present, Microsoft ranks second globally in cloud computing, and cloud computing has also become Microsoft’s new growth engine.When Bill Gates evaluated Nadella, he said: Under Nadella’s leadership, Microsoft has changed its past strategy based entirely on Windows. He has increased investment in key technologies such as AI and cloud computing, which will create a brand newMicrosoft.Microsoft is no longer overly entangled in the battle that has been lost. Although in 2013 it spent 7.17 billion US dollars to buy Nokia’s mobile phone division, Microsoft ultimately gave up the illusion of rebuilding a mobile system.Ballmer once pushed Microsoft to transform from a product to a “device service company,” but due to the failure of the mobile market, Microsoft lost its right to speak on the device side.Nadella abandoned the strategy of dual-line transformation, but instead promoted Microsoft’s transformation to AI, cloud, and IoT-based services.Due to the success of cloud computing and enterprise market services, Microsoft’s market capitalization returned to the top of the world at the end of 2018, and it has once again ranked among the world’s most influential technology giants.Currently, Microsoft has a market value of more than $ 1.2 trillion, second only to Apple.Several giants who have missed the mobile market have since faced severe challenges.Intel watched Qualcomm become a giant with a market value of 100 billion US dollars, Baidu left behind from BAT, and the market value returned to 2010 levels.Only Microsoft has returned to the top, and Nadella has made great contributions.The rise of the AI wave: Nvidia is taking off. In 2012, Nvidia was just a chip company with a market value of billions of dollars, which was insignificant compared to giants such as Qualcomm and Intel.But just this year, Alex Krizhevsky, a student of Geoff Hilton, one of the “three deep learning giants,” input 1.2 million pictures into a deep learning neural network driven by Nvidia GeForce graphics card.To 15%.This result caused the industry to shake.The wings of this butterfly incite a wave of the times.From then on, Nvidia decided to invest heavily in a key software ecosystem with CUDA, taking the lead in the competition of AI chips.As GPUs are more suitable for highly parallel computing for deep learning, coupled with the first-mover advantage in deep learning and driverlessness, Nvidia GPUs are widely used in AI-related fields.NVIDIA CEO Huang Renxun summed up his performance in fiscal 2017 (February 2016-January 2017) and said, “We have achieved a record year, and all our businesses have grown strongly. Our GPU computing platformFully enjoying the dividends of the times, it is widely used in all aspects of artificial intelligence, cloud computing, gaming and autonomous driving. “Nvidia is a pioneer in opening the door to the AI era.At the same time, we can see that all technology companies use AI as their core development strategy.Amazon, Google, Apple, and Microsoft have each developed their own language assistants. Amazon, Microsoft, and Ali have integrated AI into their cloud services. Basic AI services (face recognition, voice recognition, etc.) have gone with smart speakers and smartphones.Enter millions of households.The arrival of AI will profoundly change various industries and free manpower from high-risk tasks such as highly repetitive mechanical work and mining operations.AI may also bring humans into the era of driverless cars in the next few years, thus bringing revolutionary changes to the automotive industry.Big guys make great friends: Google and Ali founders retreat behind the scenes At the end of the 2010s, Google and Ali’s first-generation founders all retreated behind the scenes.Facebook, Amazon, Baidu, Tencent, and JD will also face succession problems in the future. The succession of Google and Ali can provide a reference for them.Google is probably by far the most influential Internet company.It has the most user-friendly search system and Android, a mobile operating system that Bill Gates considers worth $ 400 billion.In December 2019, Google co-founders Larry Page and Sergey Brin will resign as CEO and president of Alphabet, the parent company, respectively. Sandal Pichai took over the scepter, and at the same time served as the parent company andGoogle CEO.But Google’s transition seems extremely natural, and no one has too much anxiety about Google’s future, just as Jobs thought that Apple would fall.On October 2, 2015, Sandal Pichai officially became the new CEO of Google.Over the past few years, Pichai has proven his ability to lead such a giant.He has a science and engineering background like Page and Brin, and Google is a company that advocates an engineer culture, which is the root of its innovation.Ali is very different.Ali is a company that wins in strategy.Ali started from e-commerce, and Ma Yunhao said that there is no difficult business in the world, and he has demonstrated an extraordinary vision. This kind of personal vision is the key factor that Ali has always stood on the front line of the Chinese Internet, but it is also extremely difficult to copy..Ma Yun left Zhang Yong with a good hand. The e-commerce business developed steadily, and the cloud computing market was in the first echelon.In the next few years, the key to test Zhang Yong is how to keep Ali’s performance stable and sustained growth.Just as Jobs passed on the torch to Cook, the expectations of the world’s Apple CEO have changed from innovation leaders to expectations of professional managers.Security has become a big issue: Facebook data breach scandal On March 18, 2018, the Cambridge Analytica data breach scandal broke out, not only leaking 50 million user data, but also suspected of dominating the US elections and becoming a threat to national security.This has affected user and capital market confidence in Facebook.Within seven trading days after the outbreak, Facebook’s stock price plummeted 18%, losing market value by $ 95 billion.A Pew Research survey shows that after the Cambridge Analytica scandal, about 50% of respondents suspended their use of the Facebook app for weeks, and 26% uninstalled directly.After the introduction of the European GDPR (General Data Protection Regulation), Facebook also issued a ticket of 3.9 billion euros (about 29 billion yuan).In addition to Facebook, Google and Twitter have all exposed data breaches affecting tens of millions of users.The role of executives in charge of information security is becoming increasingly important and a high-risk occupation.Just in 2018, Google’s head of information security engineering, the chief information security officer of Facebook and Twitter, all revealed their departure.In addition to the scandals of these technology giants, consumer, express, hotel, medical and other industries are full of risks of data leakage.Also in 2018, the data of hundreds of millions of users of China Living Group was leaked, which was close to the Starwood Hotels under the Marriott Group, and the information of up to about 500 million guests may be leaked.One billion pieces of user information and data of Yuantong were leaked, and the fitness app MyFitnessPal, which was owned by Under Armour, was hacked, causing the leakage of data of more than 150 million users.Data is considered a new era of oil with great commercial value.And the business models of some technology companies have the risk of violating user privacy. Cook often diss Google and Facebook to sacrifice user data privacy for advertising.The growth of some AI technologies also requires users to give up some privacy, which creates a dilemma.From 2018 to 2019, the AI voice assistants of Amazon, Google, Apple, and Microsoft all exposed recording and monitoring scandals.How to make good use of this barrel of oil without being harmed by it is an important proposition worth studying for 10 years.The header of this article is from unsplash.
Knowledge | Their Times: Ten Years of Ali, Google, and Apple
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