September 9, 2021 (Thursday) from 19:00 to 20:30, byJingbao Digital Audiovisual Investment AllianceSocially audio-visual China · Creating the first phase of ""Orientation to the road to the Yuan Universe, who is the number one player?"For topics,InviteBritish Angel Fund PartnerWang Wei,Join the founder of science and technology, the universe sponsor Liu Hua Yang, founder of IFGames StudioQian QingquanConduct online sharing discussions.
Tell!
1. In the past ten years, we have not reached the experience of the number one player.
2. The most important stage at this stage is the construction of the underground infrastructure with very high deterministic undercale.
3, "No. 5 players" in the Yuan Coso, may not be a company, it should be a decentralized organization.
4, the future Yuan universe may not be human beings, but the artificial AI makes it.
The following is the idea of ??this program guest point:
Beijing New Fund Song Gang: Why is the Yuan Universe Ignore when I was now, not at other times? Is this an accidental event or a chapter? Is there a deeper reason and logic behind?
Yino Angel Fund Wang Wei:I think it is in line with the scientific law of things, it requires software and hardware technology to continuously improve and innovate. The era of mobile Internet is the most important thing to use the application, interactive, processing capabilities, and support of bandwidth. Yuan Universe has now reached a stage that can produce basic consensus. It is more like an early Internet, although there is a basic engineering, but if you really want to form a very quality experience and delivery, let you really go to life in the original state, there is a long way to go, I think this cycle At least 10 years.
Image Source: Same Technology
Same science and technology Liu Hua Yang:I think it is even more than inevitably. The Yuan Universe is definitely a foam than the opportunity in the short term, but the chance of technically driven people and information behind the Yuancai, the opportunity between people and people’s new output value is huge. . We all use technologies to restructuring information, then use new forms, new terminals to provide experience, in the last 10 years, we can’t reach the number one player who is imagined, maybe It also takes a longer time. So 10 years I definitely define it: it is not a real Web3.0, or a transitional Web 2.5 era.
Image Source: Same Technology
Web2.5 era information "virtual real symbiosis", AR glasses, VR helmets, mobile phones and other terminals, the real world is crucial with the Internet’s interconnection entrance of the digital world, everyone sees that the global AR World Map Company has been acquired in recent years, It has also received the invitation several times.
Web3.0, the information "virtual realism", there will be wearable equipment of the whole sensory, go to the centralized content and AIGC productive force, the sea quotation is seamlessly interconnected, the universe is built and the earth real world 1: 1 The virtual solid-symbiotic map of the cosmic universe economy, everyone can build, create, experience, transaction, social, and grow.
The Web4.0 era is a true metocular era, we may pass the brain interface and the AI ??and system interconnection, enter the uneven virtual real society, most of the production and service work includes creation, all completed by Ai, curiosity Imagination creates everything.
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Ifgames studio Qian Qingquan:When we used the PC to conduct network behaviors and activities, we can’t deceive your own brain. Now there is virtual reality, as well as VR / MR / AR and other technologies, it is possible to directly communicate directly with the brain aspect. In the world of VR, such as some traditional hosts, computers, and in the movie hospital watch, we need to tell yourself for a long time, in order to feel the same, understand it. Directors and producers will also make the role in the film and the game as the link between the audience, and can drive the story in this kind of congrssion. In the post-virtual reality, we are likely to encounter, no longer able to spend the role of movies and games, but may have too much a lot, you need to keep remind yourself that this is not a real world. . But I think this is still an ideal state, which is also the ultimate form of all art creators.
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We are now in the early stage, I think at least three basic conditions can be made.
First, it is necessary to pass or borrow some kind of technology to exchange exchange with the real world, such a world can be called a realistic thing. We have reached a part in the mobile Internet era. For example, when you visit Taobao, it is no longer like 20 years ago, it is a virtual thing. When you look at a product or buy something, there will be a feeling of shopping malls, and it also produces an exchange channel with reality.
Second, go to centering, not an environment that is centralized by local users. For example, some games we often play, even if its virtual world is already very delicate, but when you turn off your computer, this world does not exist. Because it is a thing that only has your computer; but the WeChat’s friend circle will have this feeling, it will continue to run after you turn it, it is not centered on you.
The third point is that the virtual display technology is played, allowing it to exceed the interaction of the class computer information.
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Beijing New Fund Song Gang: What kind of world is in your heart? What are the significant features?
Yino Angel Fund Wang Wei:This concept of Yuanhe is mainly an investor and entrepreneur, industry practitioners, and a concept that can reach consensus in order to improve communication efficiency. For example, sharing the economy is the concept created. Because now in investment, every definition is very complicated, each industry is very huge, there are very many modules, so you will take a consensus concept in order to improve communication efficiency.
What is the future of Yuan Coso? It is still not possible to predict what the Yuan Universe will eventually be, we can imagine and predict it is just the things in the film and television work or the science fiction, more things are hard to imagine.
From the perspective of investors, you must first pay attention to its dimensions such as its entire data, technical maturity curves. I think there is a very large number of underlying technologies in the Yuancos, but it is generally in the early days of the technical maturity curve, which means that the probability of failure to do applications is very large. For example, if you want to be a consumer electronics, its basic technology has not yet been developed, and the supply chain factory has no equipment to produce, you have to do this product to sell, the result must be bad. So the most important thing in the stage is the construction of those with very high definitely underground infrastructure. For example, the 5G network being doing now, and the underlying equipment of VR / AR, there is still a lot of innovation opportunities in these respects. This is also the focus of our current investment.
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Same science and technology Liu Hua Yang:The Yuan Universe speaks from the narrow sense is a book in a spiritual immersion scenario or a full experience, a movie, a game, or even a virtual role, can be a metacular universe, can expand a lot of things. But the generalized metacles, in fact, all we are able to feel in the physical world and the virtual world, including species, AI, NPC, etc. in it, the definition of all things together and the economy circulated above it , The information of the information and the value of the precipitation, that is, a technique of adding information, or even a new state of civilization.
In addition, you have not discussed the two levels, logic layers and value layers.
The core of the logic layer is actually centralized and decentralized whether can coexist within a long time? For example, we have launched the universe with a basic setting: the first is to go to the centralized economic and organizational governance; the second is multi-center core technical product service team, because you are hard to use to go to the centering way Output of the hard core; the third is a fully open interface protocol, we hope to break the big factory experience island, such as the experience field I set up in the Forbidden City, let the virtual character and NPC interact with live people, causing new plots .
The value layer involves whether the person can enter the virtual world, we can make the entire ideology completely internetize. I think the problem that may be solved in the future is not to go to the center of the people, but when we want to go to the center, it will be killed by Ai, because it has far more than our ability. Will it go to the world? Another point is that the basis of the economy is a scarcity. It requires costs in physical world production, such as making a mobile phone. Its chip has cost, and the cost marginal decline is very slow. But in the virtual world, this logic is completely different. When we design a good thing, its copy cost is equal to 0, in the virtual world, the scarcity of the physical world is not established, this is what I think is needed It is necessary to take into account a certain stage and size.
Image Source: Same Technology
Ifgames studio Qian Qingquan:I have been discussing a question in the first two days. Is this world essence spread or passed? For example, I gave me my apple, I didn’t have this apple. This is a pass; whether spreading this scarce? For example, in the game, if the equipment is not a scarce, we share the top equipment to everyone, although this game itself is very fun, but it has no value, its structure is infinitely flat, what is it ultimately?
For the future prediction of Yuancai, in the perspective of creation, the tool I think that creation has continuously iterated, allowing the creator to re-create the authority. For example, 10 years ago, a few small teams, even if your technology is fine, it is very unrealistic. But now it is true that it is very pleasant. In the future, I think the creative will be more decentralized, and a person can make very good content. However, this will also cause the content of the product to become more and more fast, and the content will become more shallow.
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Beijing New Fund Song Gang: In the event of Yuancos, the future number one player or head company is most likely in which scene is born?
Same science and technology Liu Hua Yang:Ideally, I think it may not be a company, it should be a decentralized organization. I am more important to "what is going to spend?", In the physical world, our most important problem is to solve production, and now the production capacity of the virtual world is much lower than our needs, but it may suddenly have a long demand for a certain day. After this mutation, more consumption’s main body is cultural, how to better consume higher level of cultural information, I think it can last long, it is definitely not a flower.
Ifgames studio Qian Qingquan:I think the engine development, the Internet of Things, artificial intelligence also has the possibility of giants in these aspects of network communication technologies. There will also be a lot of excellent creative companies in interaction technology, which will also produce a lot of giants. However, I am more worried that China is at the technical level. At present, there is no ability to compete with other countries in the engine. We are also behind the artificial intelligence. .
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Beijing New Fund Song Gang: What are the investment opportunities in the development of Yuancai? Is it a state in which a winner is eaten or a hundred flowers? What directions we are more concerned or opportunities?
Same science and technology Liu Hua Yang:I hope it is a state of flowering, because it is even more interesting, but I think it is necessary to consider a problem. We haven’t realized that AI may bring potential energy or even threats that Ai may bring in this regard. The so-called real winner is a super node, it is possible not to make human beings, but it is made of artificial AI. This may be a thing we need to be cautious, although it may be very far away.
With regard to investment, I think the underlying hardware infrastructure, terminal layer, and component subdivision in the terminal are opportunities. But it is difficult to say a small company that is Ar / VR glasses. It can be acquired or it can grow into a giant. I think this opportunity is very embarrassing. Some new coding methods, cloud computing, and digital engine infrastructure, rendering ends, and applications in various industries, as well as components in various industries, and components in various industries.
Ifgames studio Qian Qingquan:As an entrepreneur, if I do investment, I may pay more attention to the early situation. How long does this person don’t have to do this, and I will pay attention to it in a certain field. Is he really have a very deep understanding? opinion. Whether it is in a certain industry, because we have changed in the market, it is no longer chasing people, which has been compete with the country in the world’s first position, and we have to do innovation. I think that investment VR content and artificial intelligence is a particularly good point in time. I know the comrades who survived in the last cycle. They all have got a relatively high valuation, and they have got financing.
