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前几天我在知乎上对此提问发表的看法,转存于此。

目前中国的互联网企业,除了BATS四家有看的见、但不那么完全稳固的的护城河,其它的企业还真难讲有没有,为什么?

一没有大量的专利和优势技术保驾护航,二没有处于绝对领先的市场占有率,三没有丰富的人才与资源,你拿什么来构建自己的护城河?拉起来的恐怕只是一张一戳就破的窗户纸罢了。

这涉及到一个更深层次的问题,那就是互联网的本质是什么?(PS:之所以说这个,是因它对我们谈护城河很重要。)

这让我想起了两件事,在去年的这个时候,知乎与腾讯举办的寻找中国互联网思想者活动,最重要的是想到了马化腾与KK的关于互联网本质的对话,主题就叫「失控与控制 – 探索互联网本质」,总结下来就是七个问答:一问控制,二问垄断,三问隐私,四问平台,五问创业,六问人性,七问未来。

我认为与此问题相关的是第一问控制、第二问垄断、第四问平台、和第六问人性。

第一问控制。KK答:就像对待一个属于青春期的孩子一样,你没办法直接控制他,最好就是培训一些理念能让他能够放手去做。

第二问垄断。KK答:在互联网经济时代,我们对垄断的看法应该是不同的,因为它会给我们带来更大的价值。互联网时代的垄断不会是长时间的,而是一种短暂的垄断,很快会被下一代产品或者下一代科技所取代。我认为这种短暂垄断是有利的,只要它能够给我们的用户带来好处。

第四问平台。KK答:自己开发平台会非常复杂,如果你是一个新创业的人,更好的是开发出来一个新的产品,拿到别人的平台上去卖。

第六问人性。KK答:互联网使人和人之间产生更多联系,在目前全球化经济的大背景下,我们没有办法去阻止它的发展,人们之间相互支持形成了一个圈子,这个圈子越大,我们获益就会越大。另一方面,科技越来越复杂,但是它也越来越生态,越来越有机,它越来越像一个生态系统而不只是一个机器。不要担心。人类是一个 大的云,像人体有20亿的细胞一样,每一个细胞可能会死,但是它们组合起来成为了一个人体。单个细胞的死亡并不会让整个身体灭亡,这也是为什么我们要集合 起来的原因。

上面已经对互联网的本质阐述的比较清楚了,我就不画蛇添足了。既然要在这个领域中生存,当然要先熟悉它的水性,然后再下海游泳,要不然很容易被淹到半死不活。

在 这一点上,我认为雷布斯认识的很深刻,而且做的更多。在别人还在因为这样或那样的原因停滞不前的时候,他已经带领着小米快速反应、走到了前面,建立了先期 的优势,然后又拉来了众多盟友为小米保驾护航,同时还在为小米拓展更有前景的业务,就这样一步一步的地扩大了自己在这方面的优势。其实雷军做的这些工作, 同行对手也在做,无非是没有他做的快、做的好而已。

在最初的时候我已经讲过建立护城河的三个方面,现在再来对比一下,可以说,从严格意义上来讲,小米是没有护城河的,只是在互联网同行之中做的比较快、比较好而已。

但是它有一个能带领着它一直这样发展的灵魂人物,就像乔布斯对于苹果、马云对于阿里,雷军对于小米也是一样的意义。


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