The End Of Online Group Buying: The Remaining Two Giant Enterprises Will Compete.

One of the micro business reviews:

End of online group buying

As we expected, the online group buying industry has been added.

We can sum up the competition pattern of group buying websites in four sentences: first, everyone is doing (rushing headlong into mass action); two, we all move (capital driven rapid expansion); three, everyone is the first (each website is claiming its own strength in favor of its own standards); four, everyone is losing money (in the name of "strategic loss").

A large amount of capital flows to this industry which is hoping to be huge and hazy. Many enterprises have got the A round investment, but the trend of management has made investors grasp their purse strings, and there are few enterprises to get B round investment.

A lot of group buying websites that can not get B investment can only wait in the cold autumn mood.

Once in a program, he discussed the future of group buying website with CEO Wang star of American group network. He compared the irrational prosperity of group buying website to "ten thousand man marathon".

In this competition, there are very few truly competitive players. Most of them are marathon enthusiasts who are "participating". So the number seems huge. Actually, there is not much suspense in the game.

Now, this analogy is quite appropriate.

The biggest difference between the fans and the last winner is that the former asks, "can I..."

What the latter asks is "...

What can you do for me? "

The fanaticism that portal website, electronic commerce, SNS once arouse, is such.

Unable to understand and do it again, there are countless enthusiastic and confused participants.

This is called foam.

Micro business review two:

Speculation and business opportunities of new energy

Compared with the new energy bubble, the Internet group buying bubble is a great mystery.

In the forum held by this magazine and China Merchants Securities, the opinions of various experts have unwittingly pointed to the new energy bubble.

It is said that 2011 is the first year of photovoltaic industry, but bad news has come one after another.

Suntech solar is even going bankrupt, and its commercial value and environmental value are being questioned.

If the industry is still in the experimental stage, if there is no subsidy, whether it comes from government subsidies or subsidies from industrial bubbles, its business prospects are really worrying.

"Loss is not worth the gain" is not the unique "original sin" of the emerging photovoltaic industry.

IT industry initially gave the impression that the gains outweigh the gains.

But very low price performance has been improved because of the development of technology and the increase of users.

The price of PC 20 years ago is 10 times more than that of a PC, and its computing power is only a few hundred.

Without bubble nourishment and subsidies, the industry has long been dead on the road.

The problem of new energy is how to create new bubbles when the old bubbles burst, create new dreams without price earnings ratio, and create huge capital attraction with high market dream rate.

Wind power is also showing bubbles.

Like hydropower and photovoltaic power generation, wind power is unstable energy.

This "original sin" of instability determines the "non growth" of the share of wind power in the total energy supply.

This is because, when building a wind power station, a power plant of equal power must be built at the same time as a backup power station. The more the wind power station is, the more thermal power stations will be, so its proportion in energy supply will increase at most (usually in situ).

The wind power station also shows the potential contradiction between low carbon and environmental protection.

Low carbon cannot simply be equated with environmental paintings.

Environmental protection includes three aspects: low carbon, soil and water conservation and biodiversity, and there are contradictions between the three.

For example, low carbon hydropower stations often cause considerable harm to soil and water conservation and biodiversity.

In the coastal areas where wind turbines are built, a large number of seabirds are killed in high-speed turbines.

In the grasslands where wind turbines are built, rats are plague, because hawks who are natural enemies of mice are afraid of wind turbines.

The wind farms have prevented the advance of marine moisture into the interior and made the inland areas more arid.

Innovation leads to new dilemmas and problems. Specious business opportunities will lead to substantive innovation and real innovation.

The dividing line between speculators and real entrepreneurs is here.

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Micro business review three:

The value of bubbles

Bubble (hallucinatory value or value illusion) has never been a commendatory word.

Few people acknowledge the value of bubbles and admit that it is an essential prelude to a new industry.

In fact, the bubble is a huge and reasonable waste.

Such waste is extremely common in nature.

It is a prerequisite for natural selection.

The probability of an original life (fertilized egg) may be in the hundreds of millions. Once it appears, it means that hundreds of millions of possibilities disappear in an instant.

In the pond of spring, we can see that frogs produce a large mass of eggs. Compared with that, the amount of tadpoles is much less, but many tadpoles can grow into little ones.

This is a huge and reasonable waste in nature.

Without such waste, the survival and optimization of species can not be realized.

From the perspective of industrial economics, the bubble is a large spillover of industrial capital which has created a lot of wealth but has greatly reduced growth.

It provides a huge exploration cost for emerging industries in the process of happening, nurturing and growing.

The evolution of industry is achieved through continuous natural selection, and natural selection is inevitably accompanied by huge waste.

Without bubbles, there will be no many pioneers, and not become many pioneers of martyrs, and there will be no industrial path that has been revealed by extensive trial and error.

The mission of martyrs is to "what can be done for new industries" rather than "what new industries do for them".

The wealth wasted by bubbles and bursts is finally compensated and appreciated by a few enterprises that have won in the knockout tournament.

This can be regarded as the "Providence" of the new industry.

Micro business review four:

Law of law

Over the years, the mobile terminal industry has been worried about the "original sin" of this device.

The computing power of mobile terminals is getting stronger and stronger, but consumers are not only asking for smaller and smaller volume, but also requiring longer and longer service life, at least not shorter and shorter.

The new application and function level is not poor, which means that the energy consumption of a device is bigger and bigger. The limitation of volume determines that the battery can not be added to the device.

If battery life decreases, then more applications will be useless.

Does this mean that the computing power of mobile terminals is facing the "limit of growth"?

The semiconductor industry has experienced such anxiety.

The increase in computing power means the increase in the number of pistors integrated on the chip, which means that the volume of chips increases.

In this logic, the continuous improvement of computer performance means that the volume of computer continues to increase.

A person named Gordon Moore, who dispelled the anxiety by studying, found that the number of pistors that can be integrated on the same volume of chips increased 1 times every 18 months, which means that the computing performance increased by 1 times.

This is known as Moore's law.

Not long ago, a person named Jonathan Kume also dispelled anxieties about the energy consumption of mobile terminals.

He found that the energy consumption of computing devices was similar to Moore's Law: the energy consumed by the same amount of computation would be reduced by half every 18 months.

This is a law that excuses the IT industry, especially the mobile terminal manufacturers.

It means that mobile terminals are more and more intelligent and have a stable physical guarantee, so the industry will no longer worry about the "limit of growth".

In retrospect, however, it is a solid research that confirms that we have no common sense.

The characteristics of early computers are not only low computational power, but also huge energy consumption.

When the first computer in the world was launched, the lights on the surrounding buildings were all dim, and its computing power was not as good as a Christmas music card.

In business history, many of the most troubling industrial problems seem almost unfounded.

The first article about the depletion of oil resources on the earth was published in 1857, and in the next 150 years, similar research results appeared every few decades.

All these claims have a common feature: the possibility of the present as the ultimate reality, which greatly underestimates the enormous energy that human knowledge can release as a unique "new energy".