Big data is becoming more cautious: crisis? Business?

Two days ago, when Ma Yun took hold of SMG's wealth in Ali, he mentioned that the Ali platform data will be prudent in the future and will only be open to strategic partners. Ma Yun mentioned safety. On the same day, I also made a little analysis from the perspective of security. Today I try to look at the industry trends behind this statement from another angle.

I think it is likely to be deeply related to the increasingly obvious trend of data assetization.

You know, in the past few months, Ma has repeatedly compared big data with oil, and the views are not new. The World Economic Forum report said earlier that the future of big data will become a "new wealth highland", the value may be comparable to oil; Bloomberg founder Bloomberg also explicitly mentioned in his book, big data It is an important asset in the future; big data research expert Victor does not know whether it is plagiarism or a flexible statement that in the future, big data will be included in the corporate balance sheet.

The value of big data is unquestionable. This is a qualitative issue. But the value is mainly the use value, that is to say, when we use it specifically, we feel it. But if you want to say its value geometry, how to quantify, quantify, and price is not clear. It also lacks very clear asset attributes.

Up to now, there is no standard system in the world, which can assess the specific value of a certain capacity and a certain period of data in a certain field. But I believe that this work must be done by someone. Especially in China, considering that our offline ecosystem is so complicated, it is the highland of global big data. This work should be even more urgent.

In this stage of lack of quantification, think about what happens if Internet companies such as Ali, which have big data as their core competitiveness, continue to open unrestrainedly.

Ali's data is basically structured data, without cleaning, without additional modeling, can be directly traded, because it is the result of the transaction itself, and close to the flow of funds, the buyer's appeal, intention is very straightforward. That is to say, the direct output of Ali Big Data does have obvious added value, can shake the market, create platform benefits, and promote its own ecology to become more powerful.

However, the processing and output of such big data in Ali is still relatively primitive, extensive and single. Because it is based on the characteristics of the Ali platform, it is closely related to the Ali business model and is integrated. Ali is not an independent third-party big data analytics and mining company. I said independence, of course, is a cross-platform, one-network coverage feature. This determines that Ali's big data operations may not be as flexible as small professional companies on the market, and can transform big data in various ways.

Before the data has actually been poured into the asset attributes and become the real "assets", Ali's big data is open, which implies the risk of value dilution. Its data is easily acquired by third parties, reused, and tapped to form more value-added parts. It is still not seen now, because the industry has just begun, once the trend is formed, if Ali Big Data Service still maintains this approach, its core competitiveness will be further diluted, deconstructed, and made a wedding dress. Strictly speaking, if you don't control it, Ali, which is too open, is easy to be OTT in terms of data.

There are already many small independent big data analytics companies on the market, most of which have reptile features, and they steal and take them apart from the automatic accumulation.

Ma Yun mentioned this issue from a security perspective. We understand the security, in addition to a larger level such as national economic security, corporate trade secrets, personal financial information and personal privacy, but also open commercial competition.

Not only Ali, I believe that the entire Internet industry is aware that the future of data assetization is unlikely to be completely open as in the past.

There is also a big event that should be considered a reminder. More than a month ago, Guizhou Guiyang established China's first big data exchange, and should be the world's first directly named big data exchange.

This news seems to have been ignored by the industry, at least not to convey the more value it implies. This means that the assetization of big data begins to have a more open trading platform, which will accelerate the quantitative process I mentioned above.

However, if you see the shareholders behind this exchange, you will feel that it will have a certain impact on the core players of Ali and even BAT and even global big data. From an ecological point of view, Ali is just a trading party and a piece of soil on their platform.

The registered capital of Guiyang Big Data Exchange is 50 million yuan. The shareholders behind it include: Guizhou Sunshine Property Exchange (51%) representing the Guiyang Municipal State-owned Assets Supervision and Administration Commission, Jiufang Fangda Data Company (15%), Beijing AsiaInfo Data Co., Ltd. (15%), Zhengzhou Xunjie Trading Co., Ltd. (10%) ), Guiyang Mobile Financial Development Co., Ltd. (9%).

You saw the Nineth Party and AsiaInfo. They are all independent big data services companies in the market. Especially the nine powers, the founder Wang Yishou, is not very old, 80 years old, has a relatively high reputation in this field. Needless to say, AsiaInfo’s IT service company has been working in the data field for many years; Zhengzhou’s swift trade is behind Foxconn. You should understand that Guiyang’s “number fair”, why does it feel that Guo Taiming can’t catch up, and can Standing next to Ma Kai, Vice Premier of the State Council, he is eager to follow Ma Yun and Ma Huateng.

You can see that Guiyang Mobile Finance, a shareholder of the Big Data Exchange in Guiyang, is actually an Internet-connected financial support company that will certainly enrich the exchange model in the future.

Ear Health Care

Our mission: To protect the health of ear, throat and nose with medical frontier knowledge and technological innovation.
Our vision: Leader in several niche markets of Otolaryngology.
Our values: Change, Enterprising, Share

Electric Ear Washing Device, Ear Dryer, Medical Ear Syringe Pump, Ear Wax Removal Tool

Ningbo Jiamai Internet Technology CO., Ltd. , https://www.jmcuhyd.com