The next day, Masayoshi Son came to Silicon Valley.

The two parties walked around the U.S. headquarters of MSI and had a pleasant chat. SoftBank also said that he knew a few outstanding young people who were very creative and passionate, and he could introduce them to them later to see if there is any chance of joining them.

These are all small things.

Zhou Buqi followed him to the office, accompanied by Lu Qi, Zhen Yu and Ning Lu. He mainly talked about Ziweixing's helo and how to promote Apple and Google to upgrade their respective mobile operating system technologies and add a message push function.

Function.

Sun Zhengyi didn't quite understand. Didn't Mr. Zhou come to him to talk about the entertainment industry? Why did he talk about the Internet? It was such a trivial matter.

"Push message...well, how about it?"

Son Zhengyi looked confused.

Zhou Buqi said: "This function seems simple, but it has epoch-making significance."

Lu Qi's eyebrows jumped slightly.

The message push function was proposed by him. The purpose is to allow helo on the smartphone to receive prompts just like receiving text messages when receiving messages.

This requires cooperation from the operating system.

Boss Zhou has a lot of face, so it would be more appropriate for him to come forward to coordinate.

I didn't expect that he would rise to such a high level.

Real or fake?

Deceiving people?

Um……

It doesn’t look like it!

There is only one truth, so there is no need to discuss it in advance. No matter from which point of view, the result is the same. But there are thousands of lies, and if you don't blend them in advance, it will be easy to reveal the truth!

If it was to deceive Masayoshi Son, why not communicate in advance and discuss the deception tactics?

Unless what Boss Zhou said is true.

He really didn't see that a small message push function would have such great industry significance.

Sun Zhengyi was obviously attracted by Zhou Buqi's "alarmism" and was surprised, "The epoch-making significance? How to understand this?"

Zhou Buqi said: "You know ott, right?"

"Yeah, pass the ball over the top."

Sun Zhengyi nodded. This term is relatively new, but it is not unfamiliar in the Internet field.

The traditional OTT is a basketball term that refers to an overhead pass. On the Internet, it is a "pass" between the platform and the user, bypassing the "operator" defense in the middle.

The current Internet industry is still relatively early, and the concept of OTT has not yet been generalized and popularized. It mainly refers to the television field, targeting streaming media platforms such as Netflix and Hulu.

In the United States, there are two main TV station models: over-the-air television and cable TV.

Wireless TV means that users only need to buy a "pot lid" to receive signals, and then they can receive free channels from all over the United States and even the world. With one search, hundreds of TV stations can be found in any language.

, including domestic CCTV.

In this process, TV users only need to spend a sum of money to buy a "pot lid".

No additional overhead.

Generally speaking, some families who immigrated from third world countries or went to the United States to work, or lower-class families in the United States, will choose to watch TV in this way because they spend less money.

But the vast majority of American users will not use this method.

Because the content of free TV stations is too bad, and the signal is often unstable.

If you want to watch exciting TV, you still have to watch cable TV.

Cable TV means that it is connected by cables, and you need to find a TV operator like Comcast to install the set-top box. In this process, you need to pay a sum of money to the operator.

After installing the set-top box, you can watch many free TV stations for free.

Pay channels are the real place to create high-quality content. The vast majority of middle- and high-income families in the United States mainly watch pay channels. However, pay channels are also different. Super large-scale TV stations like HBO, in addition to basic set-top boxes, also

It is necessary to install a set-top box with 18 bans.

Every time you watch HBO, you have to turn on the 18-ban set-top box to prevent minors from accidentally watching it.

In short, watching TV in the United States is very expensive.

A middle-class family spends hundreds of dollars on TV channels every month.

Not only do we need to pay operators to pull TV cables and install set-top boxes; we also need to pay premium channels to activate membership to watch their high-quality programs.

"OTT" means that it can bypass the TV operator!

Users can directly use the Internet platform without paying management fees, channel fees, and operating fees to operators. They can use streaming media to directly pay for film and television content or live sports events.

This is equivalent to completing a perfect overhead pass between the user and the Internet to the operator.

Why is Comcast rushing to spend huge sums of money to acquire NBC Universal?

It's because I feel that times have changed.

They need to obtain the content, and while keeping some middle-aged and old user groups to continue watching TV, they also need to use the Internet to make their own streaming media to make up for the potential huge losses in the TV operation business in the future.

This is the fatal blow caused by the peer-to-peer Internet to intermediary traditional enterprises.

Comcast is very good and powerful. They can feel the crisis first and then quickly take action to save the crisis. However, most traditional companies lack such a forward-looking strategic perspective and are facing the changes in the industry in the great era.

He was struck dead.

However, the television industry is not within the scope of Son’s investigation, so he does not have a deep understanding of it. He only knows that the OTT model may destroy the existing business model of the television industry.

Zhou Buqi explained the logic to him.

Not to mention Son Zhengyi, even Lu Qi and Zhen Yu felt like they were taking a breath of spring breeze.

No wonder!

No wonder Comcast asked Boss Zhou to be a consultant and invited him to join the advisory committee for Comcast’s acquisition of NBC Global... He really has a keen eye and can clearly see the changes of the current era!

Lu Qi admired him from the bottom of his heart.

You know, Boss Zhou is not in the United States all year round!

But he only comes here a few times a year and meets so many people, and he can understand several industries, from the Internet to mobile phones, from communications to television, from film and television entertainment to sports events.

This strategic vision is truly amazing.

Son Zhengyi behaved relatively calmly. It seemed that in his opinion, Boss Zhou should be at this level. It is not surprising that he has such industry insight.

"Well, your words moved me. It seems that SoftBank's next investment direction should focus on the field of streaming media." Son looked like he was being taught.

Zhou Buqi smiled and said, "Actually, it's not just streaming media."

"oh?"

"All OTT-related fields are the best investment directions in the current Internet field!"

He had no choice but to let go of his child and not be able to trap the wolf. In order to hold Son Zhengyi in check, Zhou Buqi could only show his sincerity, give him as much guidance as possible, and help him consecrate him with a vision beyond the times.

"what else?"

Masayoshi Son didn't understand it for a while, because OTT is still a niche concept, mainly referring to the television industry.

Zhou Buqi smiled and said, "This is the message push function we just talked about."

Sun Zhengyi's expression changed drastically and he was shocked, "You mean... you mean communications operators?"

Zhou Buqi said calmly: "This is certain. The Internet can bypass TV operators through streaming media. Of course, it can also bypass communication operators through other forms and attack communication operators!"

"this……"

Son Zhengyi took a breath.

This will kill you!

At present, the first priority of SoftBank led by him is not to cooperate with Zhou Buqi to invest in the entertainment industry, but to acquire Sprint, a well-known American communications operator, with great fanfare.

This is really a bucket of cold water.

In fact, similar arguments have not stopped in the past few years. However, these are all industry speculations, and the global communications industry has also taken measures to respond to this.

It's different now, these words were said by Zhou Buqi!

The same words, spoken by different people, have different weights.

Boss Zhou's words were enough to make Masayoshi Son break out in a cold sweat, because this is likely to affect the strategic direction of SoftBank Group.

Son Zhengyi lowered his head and drank coffee. He was silent for half a minute before calming down. He frowned and said, "Do you know the RCS agreement?"

"certainly."

Zhou Buqi nodded.

Facing the great changes of the times led by the ever-changing Internet, the elites in the communications industry must of course take action. What they have launched is the new direction of rcs.

Simply put, it is to combine communications with the Internet to protect the interests of communications operators.
To be continued...