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大众创新万众创业的下半场
更新时间:2017/12/12 14:50:15  点击量:0 

来源:咕噜网

互联网下半场的概念在去年年底开始正在成为热词。纵观去年一年,互联网行业发生了多场大并购。滴滴和Uber这样的企业走向了合并,饿了么、豌豆荚成为了阿里生态的一部分,更多中小企业要么走向并购、要么走向死亡。

在大众眼中,单打独斗的创业企业越来越少,和大企业之间的结合越来越多。这个现象的背后实际上是社会资源的优化配置。

创业大环境真的已经面临寒冬?

去年获得融资的企业远不如前两年那样多,在一些人看来,创业环境正在进入寒冬。IT桔子《2016年Q3中国互联网创业投资分析报告》显示,当季投融资金额少30%。仅从数字上看,似乎这个结果是成立的。

不过真正去看到底是哪些项目融资失败的话,会发现这些项目基本都集中在O2O、电商等领域。这些领域短期内无法寻找到盈利模式,中小创业企业很难做大做强,在经过数年消耗之后,剩下的都是小巨头,自然会出现一波倒闭浪潮。所以与其说是创业寒冬,到不如说是市场正在优化配置。


前两年互联网创业浪潮兴起的时候,不少创业者认为“触网”就可以赚钱,一拥而上进入热门领域,就像大炼钢铁,不考虑清楚用户需求。尤其是在不少创业者不思考盈利模式,只想着靠投资人的融资过活的话,在如今自然不会有太多前景。毕竟做企业不是做公益,在盈利的同时带来社会效益才是企业的天职。

而且在笔者看来,企业做出适合社会需求的产品,才是企业的责任。因为社会资源是有限的,一个“走入歧途”的产品失败后,不仅仅耽误了企业自身,损失的也不只是投资人的金钱,而是浪费了大量的社会资源和时间。这对于资源优化配置而言,毫无意义。

草莽创业的年代已经一去不复返。与其说是资本和创业的寒冬,倒不如说如今的资本在经过草莽创业的洗礼之后变得更加理智。资本是理性的,融资减少恰恰是表明市场正在步入资源优化期,互联网下半场的精耕细作在资本的精打细算中体现的淋漓尽致。

与其蒙眼狂奔不如重新定义创业

过去我们看创业者时常用“蒙眼狂奔”这几个字来形容自己的创业历程。但创业并不是一定要像当年草莽时代一样,几个人、几杆枪,靠野蛮生长厮杀出一片市场,和巨头博弈,最终成就独角兽的美梦。

创业的实质说白了其实就是根据市场需求做出适应市场的产品,只不过这款产品可能是行业里过去不曾出现的,创业者需要解决面临的各种不确定性的问题。如果把眼光放得更长远的话,会发现,不管是巨头还是中小企业,其实都面临着创业的问题。

对于中小企业而言,创业不是蛮干,非要自己干出一套市场已有的产品和巨头死磕,而是要真正适应市场,和市场做对接。用罗振宇在2017跨年演讲上的话来说,与其和巨头们的产品去博弈,还不如去跟他们的投资部门死磕。罗振宇进一步提到,中国的创业市场上,有一种生意叫“代孕生意”,瞄着巨头需求去做,就不会有错。

罗振宇用“代孕”二字其实还是不准确,其实用全国人大代表、海尔集团总裁周云杰在两会前接受媒体采访时所说的“借力”二字可能会更恰当。在周云杰看来,创业需要懂得借力,一定要整合资源,学会借力。创业成功,一定是建立在已有的成果基础上进行重新组合,价值链重构。


巨头之所以总是想投资创业企业,是因为创业企业的方向和自家业务有良好的结合点,在这种情况下,创业者也可以借助巨头的资源生长。巨头和创业企业之间其实存在着天然的契合,两者价值的结合往往可以带来更大的社会效益。

万众创业的浪潮也在开启下半场

在这里我们不得不谈到另一个问题,为什么创业企业和巨头之间很难走到一起去。创业者和巨头之间往往存在一个矛盾,创业者之所以离开原有的大企业进行创业,往往是因为巨头僵化,在僵化体制外创新空间更大,能够野蛮生长的机会更多。巨头却总是担心创业者颠覆自己,所以对创业者拿出了胡萝卜加大棒的方式,一手打压,一手收买。

这种零和博弈让创业者和巨头之间往往是双输的局面。但从社会资源配置的角度来看,创业者和巨头的结合往往才是最好的结果。而且互联网创业流量红利正在见顶,尤其是随着5G、物联网的到来,下一个红利期正在来临。巨头作为底层基础设施,创业者应该把其当成借力的重要途径。

无论是5G还是物联网,这些技术往往是巨头做好了最充分的准备。创业者一方面应该在互联网流量红利见顶的时候想着和市场紧密结合,另一方面也应该思考未来的红利方向。反之,对于大企业而言,很多具体的业务自身是无法去全面覆盖的,通过和创业者之间的合作会效益更高。两者之间可以把零和博弈变成生态双赢。

万众创业的下半场更应该去思考这个问题,如何让更多企业将零和博弈变成生态双赢,提高社会效益,降低社会资源配置的损耗。某种意义上看,国家层面目前也在思考这个问题。去年上半年海尔被国务院确定为全国首批双创示范基地,其核心原因就在于海尔的“海创汇”创业孵化平台构建了一个开放创新创业的平台生态圈。


过去我们常常会看到投资机构做创业孵化器,但是投资机构毕竟只是投资机构,他们对于创业企业的帮助、诉求很多时候都仅仅只是在资本层面上。这种考虑显然是不全面的。所以业内往往会出现这种怪现象——上一轮投资人和创业者合伙“忽悠”下一轮投资者。这种现象必然会带来资本的泡沫,并不产生社会效益。

前几年的创业浪潮很大程度上是在靠互联网带来的商业模式创新和强大的连接、运营能力作为核心推动力量。这一轮创业浪潮的优势在于靠商业模式的创新可以让资源得到更为充分的利用。但在5G、工业4.0、物联网等产业硬件层面的浪潮席卷来临时,创业者如果缺乏硬件、技术层面的支撑,其实是很难展开实质性的创新的。

回过头再来看“海创汇”便会发现,这并不是孤立的作为一个孵化器,也不是单纯的做一个创业项目。这个平台打通了研发、模具设计、制造、销售、服务、物流,甚至是VC资金等等一系列资源,“海创汇”在人单合一模式下还创造了“创客所有制”。海尔这种大企业大平台上同样可以给资源、给空间让创业者、有创业精神的人进行创业,而且方向会更为明确,产业结合也会更加紧密。

大众创新、万众创业恰恰是需要这种和产业紧密结合的平台来推动。海尔过去在硬件层面的积淀恰恰可以给创业者赋能,让创业者在智能服务机器人、智能硬件、高端家电等领域甚至是以此延伸出来的金融、农业等领域都能有更大的发挥空间。

实体经济的骨骼也会因为创业平台和创业者之间的紧密结合变得更为夯实。万众创业的下半场,我们更期待看到更多在实体领域的创新。


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