Being put in the last pressure is quite big, because the previous speech is not my investor, my role model, or my idol. After listening to Ms. Dong’s impassioned speech, I can’t wait to take out my cell phone and fall to the ground.
Thanks to the invitation of the conference, they gave me a proposition: I hope to give us a lot of traditional businesses and manufacturing. Although I am not a great revolutionary leader, compared with great entrepreneurs, I am divided into two entrepreneurs in the industry, but I like to constantly explore some models.
I want to share the point that the Internet has changed the entire Chinese society and the lives of each of us. Where are the Internet trends and trends in the next five years? When many Internets are talking about the trends and trends, these trends and trends What is the relationship with our traditional industries and manufacturing?
Take another step forward from big data
In the previous paragraph, several traditional entrepreneurs asked me a question. He said that we are confused now, and that your Internet is a big flicker. Because some people say that now from the IT era to the DT era, what is DT? Is big data, that the Internet is big data.
Some time ago, Wuzhen’s meeting said that the mobile Internet was over, and now it is entering artificial intelligence. Therefore, artificial intelligence has become the current vent of the night, and basically every pig has the mark of artificial intelligence. So they are very confused, and then said, Zhou Hongyi, you advocate the Internet of Everything, IOT, advocating the Internet of Things, who are you right?
In fact, I would like to explain that it should be said that everyone is right, not comprehensive enough, just like the blind people feel like they are, when you predict the direction of the Internet, you will see that you are good at it. But I think there is a logic here, that is, artificial intelligence is very hot, but everyone thinks about it. Today, there is no breakthrough in the artificial algorithm of artificial intelligence. The so-called breakthrough actually has big data.
In other words, every company is thinking about how I can use artificial intelligence technology to help me transform and help me improve my customer service level and ability. I ask a question: without big data, your artificial intelligence is a castle in the air. . Today, like a science fiction movie, Transformers or Terminator can do anything, or the media discussion machine will not produce consciousness and dominate the discussion. Now it is a bit early to discuss whether there is a problem of overpopulation on Mars, so the basis of artificial intelligence. It is big data.
When it comes to big data, the problem is coming again. Many of our companies are excited by the hot words of O2O, big data, cloud computing, etc. Everyone has rushed into the Internet, and everyone has turned into a turnaround. Many traditional companies try to learn. Ma Yun, Ma Huateng of Tencent, they all want to do the Internet, and finally found that the genes are wrong. When these Internet leaders tell you that big data is important, you have to ask a question, where does your big data come from?
Today, you can't be a Taobao, you can't make an Alipay. Many entrepreneurs in traditional industries don't have this gene and chance to create a WeChat. In fact, the reason why Tencent and Ali can talk about their big data today is because In the Internet era, whether they connect users through WeChat or connect users through e-commerce, they provide Internet-based services for hundreds of millions of users, and they get the data, which is the basis of big data.
When many people talk about big data concepts today, my point is to go further from big data and think about how to get big data from your industry or industry. Have the ability to get big data to have big data. Big data, today many algorithms of artificial intelligence are open and open source, you can use this big data to connect artificial intelligence technology with your own industry through deep learning or machine learning. .
For many traditional manufacturing industries, there is a huge opportunity to get big data in the next five years, in fact, IoT, or our domestic Internet of Things.
The second half of the Internet, new opportunities in the Internet of Things
I have said on many occasions that the reason why the Internet is relatively cattle is not because these people have more cattle, but because the essence of the Internet is connected. A network that connects 500 million computers has changed the way we work and get information. When a network connects China's 1.5 billion mobile phones together, the benefits of this network and its number of nodes are not linearly proportional, but exponential. The larger the network, the more nodes there are. The more likely it is to connect this world.
Today, many of us feel that the demographic dividend of the Internet has disappeared. When the Internet has been divided by some giants, in the second half of the Internet, where are the opportunities for our manufacturing and Internet integration? The answer I personally think is the Internet of Things. When talking about "Internet +" in the past, perhaps talking about "Internet of Things +" may be a smaller goal.
Because in the next 5-10 years, not only the Internet connects us, every computer, every mobile phone, but we connect the physical facilities we imagined and the equipment we imagined. The number of nodes connected to this connection is not 1.5 billion, it will be 30 billion, it will be 50 billion. Many devices collect a lot of information into the cloud through sensors. This is the real era of big data. The scale of this data will far exceed the scale of data currently owned by Internet companies.
This question is coming again. How do we achieve this? So in the past we talked about IoT. When it comes to the Internet of Things, we are often led to personal consumption. For example, we talk about more smart watches and smart bracelets, but After two years of continuous exploration, we found that the real biggest opportunity for the Internet of Things is manufacturing. Many industrial companies can connect their own products, including their own equipment, through sensors and the Internet.
Let me give two examples. One example is GE. Originally, it provided aviation engines to sell to many airlines. GE has begun to explore and implement the Internet of Things network on the engine. A lot of real-time data from the engine is transmitted back to GE's cloud center via satellite via intelligent sensors. When hundreds, thousands, or even more aero engines in the world work at the same time, they get the largest data in their industry. Using the comparison between these data, using the deep mining of these data, GE can give early warnings and even advance repairs on the operating conditions of many engines.
I used to think that this is just an example of an advanced American company. When I was studying at Tsinghua Wudaokou recently, there were two classmates in our class. They were very traditional companies that overhaul the transmission agencies in the factory. I don't know much about industry, but I believe that many traditional institutions are very important in the factory. These traditional mechanisms are made up of gearboxes and gear sets in the most traditional equipment. However, once there is a problem with the transmission mechanism, the entire plant may face production stoppages and shutdowns, and face serious losses.
In the past, everyone’s practice was to ask some masters to infer and overhaul according to their own experience. They use the idea of ​​the Internet of Things that I am talking about. They have made a smart sensor that puts all the conveyor belts of the factory on the sensor, and can put its pressure, temperature and noise in real time, including some other parameters and speed. All passed to the cloud, and many factories were really connected to the network.
And they get the biggest data in the industry, because he knows that each conveyor belt, each conveyor is now working. Based on this big data, they use artificial intelligence algorithms to compare these data, because the abnormal working conveyor belts will be different from the normal data noise, so they can give early warning to many factories, and Provide remote detection services. If the factory has this demand, they can then send someone to the site to troubleshoot the problem. So the whole very very traditional industry to take advantage of this very simple smart sensor and cloud big data technology, and let it be reborn.
So I think too big concept, supply side reform, new normal words I can't say, I will talk about a small goal. Through this example, I feel that many traditional manufacturing industries may not necessarily need to change guns overnight, learn German Industry 4.0, turning its own production line into robots, including 3D printing, does not really realize the flexible manufacturing and personalized production of everyone's dreams. In fact, I think it is very realistic for many companies. How do you use IOT and try to use the technology of the Internet of Things to see if you can connect the entire production line to the cloud through the Internet of Things technology. If you do this, you don't need to make an Alipay, you don't need to do WeChat, you can accumulate big data in your industry and industry.
When many of our Internet savvy are talking about these popular concepts, many of our traditional industrialists feel that they are particularly reasonable, but they don’t know where to start. So I share a point with you, where is the next slogan? I think the future of the Internet of Things is the entire industrial Internet, or the industrial Internet, and may be another truly huge blue ocean market. It may be a completely different market from the Internet we personally consume today. This is also an opportunity for many of our industries, especially China's manufacturing industry, to undergo a huge transformation.
Finally, let's talk about it and make an advertisement. The Internet of Things is certainly a future slogan, but the Internet of Things brings convenience to us, but it also brings challenges: when you use the Internet of Things to collect all kinds of big data, big data security, big data protection It will become very important. Because big data is invaded and leaked, it may come to an incalculable loss. The bigger challenge is that the Internet of Things is the most connected to the virtual network world and the real world.
All network supply will enter the physical world from the virtual world through the Internet of Things through the supply of traditional cyberspace. With the technology of the Internet of Things, the problem that everyone considers is not only to protect the network infrastructure, but to begin to protect the infrastructure of the entire country and society, including energy, electricity, transportation and other infrastructure.
In the future, the Internet of Things will further change our world. When changing society, it will be especially important for the security of the Internet of Things. This is what traditional manufacturing can do when you connect your factory and production line to the Internet. The reason why we are retiring from the US is that we are solving the problem of identity. From a foreign company to a domestic company, we can provide the government and the military with protection from network security to the Internet of Things.
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