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    rakuiboul hasan
    Apr 12

    Those Companies That Want to Be "Hydropower and Coal", Be Careful

    in General Discussions

    In 2012, Ali took the lead in proclaiming the slogans of "mobile Internet is infrastructure" and "to be e-commerce 'water, electricity and coal'". At that time, the fields of the Internet were full of hope: Zhang Yiming also liked to share his thoughts and insights in the early days of his business on Weibo; Zhang Xiaolong on Fanfou would say some trash talk when he was upset; Wang Xing, who had returned to China to start a business for eight years , In the face of the reporter's sharp questions, but replied with a smile, falling is also a way to move forward.


    And Jiang Fan, the key figure in Hand Tao, has not yet been in place. It is probably because the sales field is naturally a place that pays attention to speaking skills, so Ali will contribute so much Internet slang. When Internet companies make money from user dividends, this advantage is not so significant. When everyone flocks to the to B track of the industrial Internet, we will find that almost all companies' publicity strategies are revolving around Ali. Enabling is one, infrastructure is another. After the "subversion", the most persistent thing for Internet companies is the positioning of "hydropower and coal". In modern economics, there is a class of social products (or services) that are more efficiently produced and operated by a single enterprise on a large scale, such as tap water, electricity and gas (including pipeline gas and natural gas). These products have two basic attributes: Quasi-public goods, and natural monopolies. The former represents economies of scale,


    while the latter justifies competitive exclusivity. It is difficult to find out whether Internet companies have taken a fancy to the legitimacy of monopoly as an infrastructure, but it is certain that they have not seen the "government pricing principle" of natural monopoly products. As the birthplace of modern anti-monopoly law, in the United States, the premise of splitting is to demonstrate whether it has become infrastructure. Like Standard Oil, like AT&T. After 1984, the United States never again suppressed monopoly by breaking up. Microsoft's case of the century fired the first shot of Internet antitrust. Although they escaped being split, they paid the price of a $1.8 billion settlement, a ban on exclusivity deals that could hurt competitors, open source parts, and Gates' resignation.

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