'The most recent investors saw the chip's business projects are invisible.'
'Conservative blockchain, aggressively chipping!'
This is not a funny piece. Since ZTE met the US authorities’ ban on sales, the topic of the chip has risen from the technical and trade level to the national feelings and the dignity of the country. The market has quietly set off a chip R&D fever. In addition to ZTE’s stated intention to increase investment in core chip R&D, Alibaba also announced the acquisition of Zhongtian Microsystems' layout of the AI chip industry. Inspired by this trend, entrepreneurs in the “hero” group soon saw the opportunity. .
Unlike giants who like 'buy, buy, buy,' some grassroots entrepreneurs also quietly 'drilled' into the chip industry. However, their focus is not on technology research and development, but how to write a copy of the chip. , well-made PPT.
The core chip industry, which seems to have a relatively high technical threshold, does not seem to have a threshold at all for some entrepreneurs. This includes e-commerce, development, O2O, and blockchain. They are also pondering how to pass one. PPT, 'smooth' transition to the chip industry.
Then, in the eyes of these chasing winds, is it really a good opportunity for China's future chip "blueprints"?
Smart people are eyeing the hot, sophisticated industry
Some investment managers said that BP (business plan) is a stepping stone for entrepreneurs to open the door to the capital market. It can be seen that a good BP is the key to the investment of a startup project, and it is the entrepreneur who stands out among other similar competitors. Core competitiveness.
But think about it again. Is it enough to start a business with BP? Obviously not. A successful entrepreneurial project, apart from requiring that the business model is not flawed, it is also necessary to look at the overall quality of the entrepreneur and the core team. Creativity is whether the project can win 'combustion additives' in the market.
Unfortunately, there are still some entrepreneurs who believe that BP is omnipotent in the field of entrepreneurship. And this idea has recently brought a lot of trouble to He Jie.
'The demand for recent demand has changed. Every entrepreneur has said that he wants to make a transition.' He told me to understand the notes. This was the first time he had seen entrepreneurs want to concentrate on his business consulting and BP diagnosis. 'Transition'. The direction of 'transition' is nothing else. It is the chip concept that has recently been in full swing. 'In these two weeks of dozens of customers, there are at least half of the entrepreneurs who have such needs.'
What makes him even more inconceivable is that some entrepreneurs have asked his team to write more than three BPs in the past six months. The direction of each industry involved in BP is completely different.
“The entrepreneurs who wanted to be a blockchain three months ago are now switching to chips. The team that has just transformed into a small game a month ago wants to be a chip now,” said He Jie, although he does not know that these entrepreneurs want to get involved in chips. In the field, whether the concept of a chip is really serious or not, but there are too many entrepreneurial projects that make up the 'transformation'. He is worried that the venture capital market, which has just returned to rationality, will once again be in a state of chaos. 'After all, there are words in the circle. , Business plans that do not use financing are juggling.'
According to him, compared to the early entrepreneurs, today's young people rarely adhere to the 'early mind'. For young entrepreneurs, what concepts have gotten into the field recently? After all, 'circle money' is more promising than the so-called project. , It is more practical and more important.
However, some entrepreneurs have repeatedly transformed their 'hot spots' in just half a year. Indeed, there are also some 'rogue' suspects.
'There are still some happy companies that are not going to live. They are also thinking about dipping their chips into the light and getting some money from the capital to save their lives.' He Jie told me to understand the notes. Although on the surface, his business was obviously better. However, some entrepreneurs' practices are obviously lack of sustainability. Even if there is a possibility of financing, the so-called 'PPT chip-making' project lacks R&D technical support, and there can be no practical action. 'The last step is to engage the entrepreneurial circle thoroughly. It's stinky, and my rice bowl will be in their hands.'
Some people joked that some entrepreneurs today are 'chasing the youth', so long as the tuyere changes, they will keep up with it at all costs. The understanding of the entrepreneurial field is also like a trickle, floating on the surface. Hear what areas to make money, what areas will he see? The concept of personal dictionary does not include such words as 'deep plowing' and 'concentration'.
And this part of the entrepreneurs is changing frequently and needs to be changed, but it is not just BP.
As long as there is a 'story', anyone can touch the chip
'If you want to be successful, you can tell stories.'
Zeng Bingtian could not remember. This was his first few public entrepreneurial training classes. He said this in the past two years. In the past two years, he has won the first pot of life by helping companies create stories. Having encountered some annoyances, some entrepreneurs wanted him to help write a 'story', and the content involved in the story was obviously 'superclass'.
"The Internet is no problem. The blockchain team can barely compile a series, but what does it involve in high-precision chips?" He told me to understand the notes, similar to He Jie. The team has been in the past half-month. Most of the branding plans arrived are related to chips.
But what most made him feel "desperate" is that entrepreneurs who want to pull their entrepreneurial stories on chips are not even fully aware of what the chips are. "When it comes to professional issues, they (the entrepreneurs) must understand I'm still easy to handle, but I don't even know what I'm going to get involved with. I don't really know what to do.'
In order to meet the needs of the newly-created customers as much as possible, Bingtian and the team have always been working overtime to review the data. However, after a few stays, they discovered that high-precision chip technology is not their “library student” capable of being able to work in a short time. Through research, it can be seen that the industry's threshold is very high.
'I wasn't going to take this kind of 'hard bones' orders, but recently all of them are customers. 'He reluctantly sighed, Before some old customers, after hearing about the hot concept of chips, they all looked for him. , I hope to be able to combine my own projects with the chip technology. 'If you want to talk about creating electronic devices, I can help you combine concepts and visions. But those who are Entrepreneurs also require a bit of chip concept, which is a little too much. '
For those entrepreneurs who demand 'outrageous', both new and old customers, Bing Tim all refused. But entrepreneurs who asked for 'facts' on the chip are still in an endless stream. There are even households involved in the blockchain. In the field of creation, before the entire brand service cycle is over, it begins to ask whether it can add a bit of cost and transfer the content of the previously agreed story to the field of chips.
'There are also some joint venture semiconductor companies, want to say this opportunity to rely on patriotic feelings. ' He explained the notes to a comprehension note just completed a brand image design, above the impressively written six characters: Chinese heart, China's core On the demand side, a Korean-funded semi-conductor company is located in a domestic joint-venture agency. 'Many foreign-funded companies want to take advantage of this chip event of ZTE, use copywriting, and plan to show their 'Chinese Complex' in order to win More Chinese consumers agree. '
In the eyes of entrepreneurs and foreign companies, the ZTE chip 'crisis' may be a 'new opportunity' for them to obtain market, financing, recognition, and reputation. With many domestic business giants announcing increased investment in chip R&D, some The speculators smell the taste of money.
With chip-related entrepreneurial 'story', access to capital institutions, business giants favor, the use of financing to send a 'windfall', is the so-called entrepreneurs who recently involved in the concept of a large number of chips, its real purpose lies.
So, is anyone really going to invest in such 'story'?
Investment institutions are not stupid but there are many 'speculative' institutions
'Investments are for wealth appreciation, no one will choose not to make money on project investment.'
Two years ago, Qianhai was once a blessing for entrepreneurs. Although there is no such thing as a bustling city in the past, young entrepreneurs still have a passion for entrepreneurship in the founder space that Lao Yan founded. He told me to understand the notes. Of the 30 existing companies in the incubation industry, half are entrepreneurial veterans. They have settled in space and have been 'persistent' until now. What he calls 'adherence' is pejorative.
'Several young people have changed several beachheads (industry) now. From e-commerce, development, pan-entertainment, blockchain, there is no one field that can come to an end. 'Lao Yan said that two of them recently Enterprises, it seems that the transition is involved in the chip industry, and even a second business start-up ceremony was held. 'Don’t know how to start a business a few times, but also to say it out, really ironic.'
It is not difficult to see that, as the person in charge of the makerspace, Lao Yan despises these little young people who are on the road to Qin Xiaochu. However, for them sometimes using only a 'story' can bring tens of millions of investments. It is very much 'admired'.
"The concept related to the chip is not so well-understood. I thought this transformation will last. At the end of the financing, the society can give these kids some lessons. But I was wrong. ' He told me to understand the notes, half a month ago. When these entrepreneurs have not yet realized that the 'chip topic' is about to get hot, there are already several capital agencies that have come to the space to ask if there are chip-related startup teams. 'They knew that ZTE was in trouble. Fire, so I wanted to get the chip company first (waiting for value added).'
When Lao Yan informed the other party that there was no team in the space related to the chip industry, the other party looked a bit frustrated, but still exchanged WeChat with Lao Yan. When he left, he specifically emphasized that as long as the relevant team, founder, and organization were found, Contact him for the first time.
The agency does not necessarily find the chip, even if it has been contacted, or only a concept has become. According to the experience analysis of the docking financing services in the past, he felt that these investment companies looking for chip projects mainly focused on the initial financing of the project. The small company. Hundreds of thousands of seed rounds took some of the shares of Chuangyi, and then waited for some of the industry concepts to be larger. Then the high prices of the Chuangqi Enterprise and team were transferred to other companies to achieve liquidity. Did not expect the chip to be such a big field, they dare to touch, it is really courageable, 'he said.
However, it is a 'happy event' that happened on the eve of May 1st this year that subverts Lao Yan’s 'Three Views'. A space company didn’t know how to make a transition several times. Through a pioneering 'chip R&D' business, it successfully obtained 1.5 million angel rounds of financing.
According to his knowledge, before entering the chip concept, the company developed the WeChat applet. It was initiated by several young people who had no contact with the chip technology. It did not have any development skills at all.
But in the end, only the concept of 'chips', which is both vague and infinitely macro, plus a 'magnificent blueprint' with a three-year R&D plan, will only attract financing from investment institutions for the first time.
'Pure nonsense, I really don't know if the current capital does not want to make money'. In his view, these so-called investment institutions simply do not care about the underlying technology of the project, the business model, and invest only in the industries involved. The industry sector has been buzzed by public opinion. The value of these concepts has naturally risen. As for 'recquering man', perhaps it is only a new 'concept', a shell with a 'story'. 'I really don't know China. PPT entrepreneurship, PPT R & D to be confused when, 'he said indignantly.
Nowadays, entrepreneurs want to do well in projects, and investment institutions look for good projects. It is better to say that the two are working together in the hype of speculation and hype, with no understanding of the 'consensus'. Both the blockchain and the recent hot Domestic chip research and development, which are not feasible, have become the target of some organizations and entrepreneurs. If this part of the entrepreneurs and institutions are able to make money and the industries involved are stalled, the blueprint still stays on top of the PPT. The 'startup' is really sighing.
Regardless of whether the blockchain technology is applied to life, or whether it has a high-performance chip independently researched and developed, it is necessary to put an end to these “pseudo-concepts” and “false air” venture projects. Only in this way, a large amount of support funds will be invested. The money can really use the frontline of R&D to resolve the stalemate of current hegemony and create China's own core chips.