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213亿!谷歌领头巨资砸向这个行业,细节耐人寻味


2020-5-17 23:38:27

30YIMEIYUANDERONGZI,BENZHOUWaymoYOUZHANJULEZIDONGJIASHI、AIJIETOUTIAO。

  XUYAOSHUOMINGDESHI,ZHEIYILUNRONGZIFENLIANGCIWANCHENG,XIANSHI3YUE2RIRONGDE22.5YIMEIYUAN,RANHOU5YUE13RI,WaymoZAICIHUODEXINTOUZIFANG7.5YIMEIYUANDEZHUIJIATOUZI。

  在如今审慎投资的环境下,这样的巨资足以令人咂舌。30亿美元是什么概念?约合人民币213亿元,创下了自动驾驶市场单轮融资的新高度。当年收购AlphaGo背后的Deepmind,据报道谷歌花了4亿美元,而5000万美元买下的安卓,现在看来简直是白菜价了。

  DAITOUSHAOQIANDEHAIYOULINGYIWEIZIDONGJIASHIDAGECruise,JUBAODAO,TONGYONGQIXIADECruiseCONG2015NIANDAOZHIJIN,YIHUODECHAO70YIMEIYUANRONGZI。

  DENGDENG,SHUOHAODEZIDONGJIASHISHIRENGONGZHINENGCHANPIN,ZENMETURANYOULEBANDAOTIXINGYEDEWEIER,BUDUANDIHUODETOUZI、BUDUANDIZHOUQIXINGFAZHAN,JINWaymoYILUNRONGDEDE200DUOYIYUANYIJINGKEYIZHICHENGQIYITIAOBANDAOTIXIANSHICHANXIANLE。

  DAOBUSHIHUAIYIZIDONGJIASHIDEWEILAI,WOXIANGXIN,ZIDONGJIASHIYOUMEIHAODEQIANJING。QIESUHUASHUODEHAO,YOUQIANNENGSHIAIKAICHE。RUCIDASHOUBIDERONGZI,QISHIYEHENFUHEGUGEDEYIGUANFENGGE,QIZHONGDEYIXIEXIJIERENGNAIRENXUNWEI。

  谷歌式烧钱

  SHOUXIAN,ZI2016NIANWaymoCHENGWEIDULIZIGONGSIYILAI,CIFANRONGZISHIWaymoSHOUCIYINRUWAIBUTOUZIFANG。TOUZIFANGBAOKUOT.Rowe Price Associates、Perry Creek Capital、WaymoMUGONGSIAlphabetDENGDENG。

  NEIMEGUGEWEIHELALAIYIZHONGTOUZIFANG?

  YIFANGMIAN,MIANDUIXIJINSHOUWaymo,GUGEHUOXUBIANDEGENGJINSHENLE,GENGDUODETOUZIFANGKEYIFENDANYIXIEFENGXIAN;LINGYIFANGMIAN,WAIBUTOUZIFANGHUIDAILAIXINDECELVELIANMENGHEXINDEGUANLIFANGSHI,BIRU,JIUYOUKENENGZAIJISHUZHIWAI,YEGENGJIANGJIUSHANGYEHUA。YIWEIRUANJIANGONGCHENGSHIJIUGAOSUJIZHE:“GUGEGONGCHENGSHIWENHUAYANZHONG,GONGCHENGSHIDOUKEWANGJIZHIJISHU,XIWANGYONGWUZHIJINGDITOUQIAN,ZHIGUANZHUJISHU,PAICHIKPI,YEYOUBUSHAOXIANGMUYINCILIUCHAN。”

  ZHONGSUOZHOUZHI,MUQIANZIDONGJIASHIDEZUIZHONGYINGLIMOSHIHAIWEIZHI,ZIDONGJIASHIBENSHENYESHIBINGHUOLIANGZHONGTIAN,BUSHAOCHUANGYEGONGSIPOMIEHUOMAISHEN。TONGSHI,ZAIJINGGUOLECIQIANGUOREDEJIEDUANHOU,XIANZAIZIBENSHIXIANGDUIJINSHENBAOSHOUDE,ZAIZHEIYANGDEQINGKUANGXIA,WaymoYEWUBINGFEIRUCIXIONGMENG,YINGLIQIXIANYESHANGWEIZHI,JIUKUANGJUANJISHIYIMEIJINDERONGZI。KEYIYINGSHECHUGUGEFEICHANGDEZAODONGHEBUAN,GUGEXUYAOXINDEZENGZHANGDIAN,ZIDONGJIASHISHIBUDEBUTANSUODELINGYU。

  ZHEIFEICHANGGUGESHI,XIANJINXINGFENGKUANGTOUZI,RANHOUJUEQUSHICHANGFENE。YOUYUCESHUO,DAO2030NIAN,WaymoHUOJIANGCHIYOUMEIGUOZIDONGCHENGCHEFUWUSHICHANG25-30%DEFENE。

  SUIRANWaymoYIJINGQIDONGLEZIDONGJIASHICHUXINGFUWUWaymo OneHEHUOWUYUNSHUFUWUWaymo Via。DANSHIMUQIANWULUNZHENZHENGDEWUANQUANYUANZIDONGJIASHI、HAISHIZIDONGJIASHIKACHE,DOUHAIZAICESHIZHONG。YANXIABINGMEIYOUKANDAOGUGEDESHICHANGFENEXUNSUZENGZHANG。

  NEIME,30YIMEIYUANSHIGUGECHONGDONGLEMA?

  BUNENGSHUOGUGEHENCHONGDONG,YINGGAISHUOGUGEXIANGRANGDAJIAYIQILAICHONGDONG,GUGEXIANGDANGZIDONGJIASHIDAITOUDAGE,SHENZHIXIANGZUOMUHOUDECAOPANZHE。DANSHIZHENGGESHICHANG,SIHUHAIMEIYOUCHENGSHUDAODAOFENGKUANGYONGRUJINQIANDESHIDAI。DAGEBIFANG,ZHEIGESHICHANGSHANG,HAIMEIYOUDAOYONGXIANDIDI、MEITUAN、JINRITOUTIAODENGYINGYONGDEJIEDUAN;YEMEIYOUDAOYONGXIANCHUiOS、AndroidDENGDACAOZUOXITONGDESHIDAI,YEXUTAMENZAIMOUGESHIKEDENGDAIZHEWOMEN,DANSHIXIANZAIHAIMEIYOUKANDAO。

  回想iOS和Android出现后,两者疯狂地攫取市场、疯狂地消磨大家在C端的使用时长、疯狂地去获取营收。苹果的iOS横空出世后,带来订单迅猛的增长和充足的现金流,然后投入研发不断地迭代,不过苹果每年的研发投入比例在巨头中并不算高。而谷歌则是拼命地烧钱研发技术,Android在iOS的竞争下,不仅没有更孱弱,反而崛起,在开源世界拿下了一片天地,在中国获得巨大成长。很难说这两种模式,到底谁更酷。

  从AlphaGo到Waymo

  为什么开车比下棋难?

  SHUOHUIDAOZIDONGJIASHIBENSHEN,TASHIYOUQIANJINGDEXINGYE,DANSHIBUYINGGAIZIJINWEIDAOXIANG,ERSHIJINKUAICHANPINHUA。ZHIBUGUOXIANZAIGUGEZHISHIYIWEIDIZAQIAN,BUMIANRANGSHICHANGBIANDEHENFAWEI。RUGUOYOURENYUANYIZHONGJINMAIZIDONGJIASHIQICHE,PAOQIYUANYOUQICHE,DAJIAZHUANXIANGZIDONGJIASHICHANPINDETAISHIXIONGMENG,NEIQUESHIZHIDECHENGZAN,DANXIANSHIBINGMEIYOUCHUXIANZHEIYANGDEQINGKUANG。DANGNIANiOSDUIGONGNENGJISHICUIKULAXIUSHIDENIANYA,DANSHIDANGQIANZIDONGJIASHIDUIRENGONGJIASHIWANQUANMEIYOUZHEIYANGDENIANYA,ZHIYOUZIJINRUCHANG。

  WOMENBUZHIDAOQIDIANSHENMESHIHOUHUILAI,DANBUHUISHIZHEIYANGDEFANGSHI。4NIANQIANAlphaGoCHUDAO,WOMENYIWEIKANDAOLESHIJIEQIJI,4NIANHOUWOMENYIWEIAlphaGoHUIQIANTUWULIANG,DANSHIBINGMEIYOU。

  ZAIHUANGEJIAODUSHUO,AlphaGoZHIHOU,GUGEJINNIANLAIBINGMEIYOUCHUXIANGENGHAODEYINGXIAO(FEIBIANYI)。AlphaGoPENGCHULEGUGESHOUGOUDEDeepmindRENGONGZHINENGGONGSI,DANSHIZENMELUODI?WOMENBINGMEIYOUKANDAOHENHAODEDAAN。MEICUO,GUGESHIJISHUQUDONGDE,DANTONGSHIYESHIYINGXIAO、RENLIZIYUAN、ZHENGTAOGUANLIZHIDUQUDONGDE。GUGEJISHUBINGBUSHIDAOLELINGRENFAZHIDEDIBU,TAYEXUYAOGUANZHUDU。

  BUGUANRUHE,WOMENCENGJINGJIANSHIGUOAIZAIWEIQIJIEDABAILERENLEIDINGJIGAOSHOU,AlphaGoDAILAIRENGONGZHINENG、SHENDUXUEXI、JUANJISHENJINGWANGLUODENGDEPUJI,DADAOLEGUGERENGONGZHINENGXINGXIANGDEYIGEGAODIAN。SUIHOU,DAJIAYEDUIZIDONGJIASHICHONGMANQIDAI,DANSHI4NIANHOU,DAJIAQUEFAXIAN,QIANYINENGLIYEBUNENGSHIDEHUIXIAQIDERUANJIANHUIKAICHE。

  WEISHENMEAIKAICHEBIXIAQINANZHEIMEDUO?

  ZAIRENLEIDANGZHONG,DINGJIANDEQISHOUJISHAO,YOUXIUDEJIASHIYUANQUEJIDUO。JIASHIJISHUDEMENJIANDI,CHENGNIANRENJINGGUOXUNLIANYIBANDOUKEXIDE;ERWEIQIDAIBIAOLERENLEIZHIHUIDEGAOFENG,YIZHIYUDANGNIANRENJIWEIQIDAZHANHEHEYOUMING。

  WEISHENMEDAOLEAISHIJIE,SHIQINGJIUBIANDEDIANDAOLE?

  RENLEIXIAQIXUYAODESHIZHILI,ERAIKEYITONGGUOJIQISHENDUXUEXIDEFANGSHI,XUNLIANHAILIANGQIJUSHUJU,ZUIHOUXIDE“ZHILI”;DANSHIZIDONGJIASHIBUYIYANG,TAYAOYIKAODEBUJINJINSHIZHILI,HAIXUYAOQINGGAN、QINGXU、JINGYAN。

(编辑:上海信息港策略联盟) 打印】【关闭】【顶部
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