A lot of people don’t get it.

The reason why BAT is called BAT is not because of its scale, revenue, market value or profit, but because they have become public infrastructure in their respective fields and developed a complete ecology based on infrastructure and tentacles into various fields of the Internet.

What is Internet infrastructure?

You do e-commerce can not do without Ali ecology, as long as your business involves payment you can not do without Alipay and wechat payment, your information as long as you want to spread the whole network can not do without Baidu, you want to start a business on the cloud can not do without Ali cloud and Tencent cloud, you do marketing can not do without wechat small program and Baidu advertising.

They are the electricity and coal of the Internet industry.

And hydro and coal companies are constantly spinning out more business than you know.

Do you know that Tencent Diandian is the largest advertising alliance? Did you know that most of the information push SDKS embedded in apps use Umeng? Ameng is Ali’s. Do you know that the largest free rich text editor in China is baidu’s? Most enterprises rely on Baidu rich text for the underlying configuration of H5 loose pages.

These unknown businesses are the foundation of BAT. These businesses quietly provide a large number of basic services for the Internet. In a sense, they represent the Internet industry, so they are called BAT.

From this perspective, toutiao, despite its fierce business and terrible traffic, has not yet shown its potential to become an infrastructure.

Whether toutiao is proud of the information flow, Douyin’s goods, Internet celebrities, information cocoon room, saturation algorithm push, overseas TikTok, they are all application layer, not basic service layer.

In TMD, Didi, as the dominant company in the field of travel, has begun to undertake some infrastructure services. As a company that connects businesses with people, Meituan has shown the potential to be an infrastructure.

However, all the current traffic of Toutiao still belongs to the pan entertainment traffic, and the users under such traffic themselves Kill time to toutiao, so toutiao will face difficulties in horizontal expansion. Toutiao has no disadvantage in entertainment, but it will lose miserably in e-commerce and social networking, because its traffic attributes are too strong.

And headlines, fight duo duo, qu headlines this group of companies, is to eat the dividend of this wave of Internet traffic sinking, low cost to eat 3456 line did not touch the net crowd.

One problem that cannot be ignored is that these people have a ceiling, and Toutiao’s flow ceiling comes earlier than others. The high valuation has already brought about a stronger desire for capital, so toutiao must tell more stories.

The KPI of 2018 was not completed, and the KPI of Double was set in 2019. The call center had more than 1W people, and the headlines were under great pressure.

Despite the rapid overseas development of Toutiao, its development is still in the application layer. Entertainment products + high-priced CPS attract customers. It is very normal to have good data.

Toutiao also needs to solve the problem of users tired of playing, how to do.

If trill, volcanoes and watermelon have got killed by well quickly, while the headlines now rely too much on trill, meow meow meow meow meow just training together, either to taobao, jingdong, or headlines still eat the most fat the most basic business.

BAT also experienced similar moment, their choice is to become a infrastructure, and the Internet together, breathing with the Internet, this just escaped the crisis of the user nothing, in fact the user a lot of the time is no longer sensitive perception BAT, shopping is taobao, chat WeChat, search is baidu.

To connect taobao, add wechat, Baidu, has become a very normal semantics, brand represents the category, this is the most horrible place of infrastructure.

However, toutiao still has a lot to go. The current mode of pure traffic and pure application layer is meaningless no matter how high the revenue is or how fast the growth is, because there is no moat and no infrastructure.

Platforms built solely on user attention are in trouble when they stop paying attention.

Be a part of your users’ lives. That’s the real Titan.

Finally, if only look at the growth, only look at the profit, only look at the flow of active words, the most powerful mutually beneficial network company, should be bo. Color sites and small movie sites.

Author: Half Buddha immortal

Source: Lu Songsong’s blog, welcome to share (QQ/ wechat: 13340454)

Source: https://lusongsong.com/info/post/11647.html