news December 15th, sponsored by the title of the 2016 Magic Horse Mobi venture entrepreneurs horse Community Conference held today in Beijing, volcano stone capital founding partner, IDG Capital Partners honor Zhang Suyang attended the event and delivered a keynote speech, "things are changing".
Zhang Suyang believes that from 90s to date, the domestic Internet has gone through three stages of development, respectively, to solve the problem of asymmetric information, price asymmetry, and inclusive finance.
but now, Internet investment hot drop. Since last year, the Internet dividends less and less. This year the most fire is the story of two bicycles. A lot of famous companies are trying to squeeze into the two bicycles, because there is nothing new."
as an investment veteran, Zhang Su Yang analysis, is currently producing some new changes. Both at home and abroad, from the perspective of technology driven, a new round of innovation. Specifically, the chapter Su Yang optimistic about IoT (I dark horse note: Everything interconnected), artificial intelligence, new treatment of the three directions.
"it’s a very important thing to rethink our business model in the process of change. ’cause things are changing." Zhang Suyang said.
is the following chapter Su Yang speech memoir, edited by I dark horse:
Internet investment hot tech innovation comeback
is a little older people may know, Mao Zedong was in the time of the anti rightist movement wrote an article "things are changing". I borrowed him today.
first talk about the development of the domestic Internet from 90s to date, roughly divided into three stages.
In the first phase of
, we solve the problem of asymmetric information. People get news through newspapers, and they don’t know that some things are true or false. Now, a variety of sources of information, very full, to solve the problem of asymmetric information.
second stage, in 2000, we through the electricity supplier, to solve the asymmetry of the purchase price, the price asymmetry.
in the latest stage, we have solved some of the financial nature of the problem. Ten years ago, financial firms were primarily for the rich. As long as you have money, I will serve you. But the core of Inclusive Finance is that you are at which level, which should be the level of financial services.
but now, we feel that these hot spots are gone. Since last year, the Internet dividends less and less. China people are very creative, the whole world should have innovation done, from the hair, nails to my feet, O2O, basically all done. So, this year the most fire is the story of two bicycles. A lot of famous companies are trying to squeeze into the two bicycles, because there is nothing new.
what’s the change now? From three years ago