Don't be fooled by Zuckerberg: metauniverse can't save Facebook, and domestic venture capital is still waiting

作者/薛永伟

Author / Xue Yongwei

编辑/游勇

Editor / you Yong

扎克伯格完全疯了。

Zuckerberg is completely crazy.

10月29日，Facebook创始人扎克伯格宣布公司更名为"元"（意思是元宇宙的元），并将公司的股票交易代码改为"mvrs"。公司总部前的拇指背景板被撕下，换成了一个"无限"的符号。oza在一封公开信中说："从现在起，我们将把元宇宙放在第一位，而不是把Facebook放在第一位。"。

On October 29, Facebook founder Zuckerberg announced that the company was renamed "meta" (meaning the yuan of the meta universe) and changed the company's stock trading code to "mvrs". The thumb background board in front of the company's headquarters was torn off and replaced with an "infinite" symbol. "From now on, we will put the meta universe first, not Facebook first," oza said in an open letter.

扎克伯格的每一个举动都会在互联网上引起一次次的嘲笑。这一次，有人说小扎不想要"面子"，也有人说新标识与微信视频号的标识非常相似。看来他只是调整了角度。

Zuckerberg's every action will cause a lot of ridicule and ridicule on the Internet. This time, some people say that xiaoza doesn't want "face", and others say that the new logo is very similar to the logo of wechat video number. It seems that he just adjusted the angle.

元宇宙的概念突然变得流行起来，这与一家名为roblox的游戏公司有关。

The concept of meta universe suddenly became popular, which is related to a game company called roblox.

今年3月，roblox在美国上市。它创造了资本市场上最激动人心的故事——上市当天股价上涨了50%。在随后的交易日里，市值一度超过500亿美元，被称为"宇宙第一股"。roblox招股说明书中描述的元渗透世界似乎立即触动了投资者和企业家的神经，他们意识到新世界正在摇摆。

In March this year, roblox was listed in the United States. It created the most exciting story in the capital market - the share price rose by 50% on the day of listing. In the following trading days, the market value once exceeded US $50 billion, known as the "first share of the universe". The metacosmic world described in roblox's prospectus seemed to instantly touch the keen nerves of investors and entrepreneurs, aware that the new world was waving.

这是一款针对青少年的多人创作游戏。这会让人觉得很幼稚。它提供了一个创建游戏的平台，而不是一个游戏。每个人都有自己的数字身份进行社交。即使是在平台上获得的robux货币也可以与真实货币兑换。此外，roblox还支持VR设备，以增强用户的沉浸感。这些元素被认为与元宇宙的概念一致。对资本的追求使人们看到了风口的诞生。

This is a multiplayer creation game for teenagers. It will make people feel very naive. Rather than a game, it provides a platform for creating games. Everyone has their own digital identity to socialize. Even the robux currency obtained on the platform can be converted with the real currency. In addition, roblox also supports VR devices to enhance users' sense of immersion. These elements are considered to coincide with the concept of the meta universe. The pursuit of capital makes people see the birth of a tuyere.

4月，AR/VR游戏开发商Epic Games完成了10亿美元的融资。该公司的代码是乾坤，乾坤有一个社交平台"重启世界"，由具有类似roblox概念的青少年创建。8月，byte beat以90亿元的价格收购了虚拟现实硬件制造商Pico。

In April, Epic Games, an AR / VR game developer, completed a financing of US $1 billion. The company's code is Qiankun, which has a social platform "restart the world" created by teenagers with a similar concept to roblox. In August, byte beat acquired VR hardware manufacturer Pico at a price of 9 billion yuan.

扎克伯格对元宇宙的热情也起了作用。Facebook是关于metauniverse最热心的互联网巨头。今年7月，扎克伯格宣布他将在五年内建立一家元宇宙公司。9月，Facebook承诺投资5000万美元建设metauniverse，并宣布AR/VR业务负责人晋升为公司首席技术官。10月，Facebook表示计划在未来五年内在欧盟雇佣10000名员工，以推动元宇宙的建立。

Zuckerberg's enthusiasm for the meta universe also contributed. Facebook is the most enthusiastic Internet giant about metauniverse. In July this year, Zuckerberg announced that he would build a metauniverse company within five years. In September, Facebook promised to invest US $50 million to build metauniverse, and announced that the person in charge of AR / VR business was promoted to chief technology officer of the company. In October, Facebook said it planned to hire 10000 employees in the EU in the next five years to promote the establishment of the meta universe.

这被认为是连接和交互方式的下一个变化。现在我们通过互联网连接，但未来的连接方式是元宇宙。这是非常令人高兴的，因为它像一个篮子，可以装AR/VR、人工智能和区块链，这在前几年非常流行。

This is considered to be the next change in the way of connection and interaction. Now we connect through the Internet, but the way of connection in the future is the meta universe. It is very flattering because it is like a basket, which can pack AR / VR, artificial intelligence and blockchain, which are very popular in previous years.

当公众对这个概念非常不熟悉时，里面的人正在描述一个你不能错过的未来。每个人都告诉你，这相当于20世纪90年代的互联网。用扎克伯格的话说，"这是一个你身处其中的互联网，而不仅仅是你可以观看和使用。"。

When the general public are very unfamiliar with this concept, the people inside are describing a future you can't miss. Everyone tells you that this is equivalent to the Internet in the 1990s. In Zuckerberg's words, "this is an Internet where you are in it, not just you can watch and use.".

但事实上，"元宇宙"并不是一个新概念。它起源于美国作家1992年出版的科幻小说《雪崩》，它构建了一个共享的虚拟世界，真实的人可以在其中生活、社交并与真实世界平行。

But in fact, "meta universe" is not a new concept. It originates from the science fiction avalanche published by American writers in 1992, which constructs a shared virtual world in which real people can live, socialize and parallel to the real world.

除了《元宇宙圣经》，企业家们最常提到的是2018年上映的电影《第一玩家》。导演斯皮尔伯格描述了一个非常科幻的绿洲世界：佩戴VR设备后，人们可以去想去的任何地方，通过劳动和竞争（经济体系）赚钱，这逐渐使生活在绿洲中的人们形成了一套独特的价值观和文化特征（文明）。

In addition to the Bible of the metauniverse, the most frequently mentioned by entrepreneurs is the film "number one player" released in 2018. Director Spielberg describes a very sci-fi oasis world: after wearing VR devices, people can go wherever they want to go and make money through labor and competition (economic system), which gradually makes people living in the oasis form a set of unique value concepts and cultural characteristics (Civilization).

在资本的倡导下，这一概念终于成为了一个风口。然而，很难用语言准确地描述它。

This concept has finally become a tuyere under the advocacy of capital. However, it is difficult to describe it accurately in words.

谁在炒作元宇宙？

Who is hyping the meta universe?

在黑屏上，一个大白板ppt不断翻页。每页PPT上只有一行宋代文字，有时每页PPT上只有一个单词。屏幕后面是一个简单而不容置疑的声音，试图用最精炼的语言向所有在线听众描述一个"美丽的新世界"。

On the black screen, a large whiteboard ppt keeps turning pages. There is only one line of Song Dynasty characters on each page of PPT, and sometimes there is only one word on each page of PPT. Behind the screen is a simple and unquestionable voice, trying to describe a "beautiful new world" to all online listeners in the most refined language.

"还有什么比赚钱更重要的吗？"

"Is there anything more important than making money?"

"当然，朋友们，这是一个理想。"

"Friends, of course, it's an ideal."

"还有什么比理想更重要的吗？"

"Is there anything more important than ideal?"

"当然有。那就是在实现理想的同时赚大钱。哇，太棒了，太完美了！"

"Of course, there are. That is to make a lot of money while realizing your ideals. Wow, great, it's perfect!"

这时，屏幕后面的声音开始激动起来，"元宇宙是一个什么样的世界？它是一个可以实现自己的理想，同时又能赚大钱的世界和未来，太美了！"

At this point, the voice behind the screen began to get excited, "what kind of world is the yuan universe? It is a world and future that can realize its ideals and make a lot of money at the same time. It's so beautiful!"

今年5月10日晚，38岁的元宇宙资本创始人陶荣琪通过在线直播，举行了30分钟的元宇宙特别会议。一个月前，他还在南京设立了元宇宙之都，全面改造元宇宙轨道。

On the evening of May 10 this year, Tao Rongqi, 38, founder of yuanuniverse capital, held a 30 minute special session of yuanuniverse through online live broadcasting. A month ago, he also set up yuan universe capital in Nanjing to comprehensively transform yuan universe track.

在各种形式的会议和论坛中，人们互相询问，交流对元宇宙的最新理解。陶荣奇后来变得不耐烦了，因为他经常被问及元宇宙。他会根据对方的年龄和兴趣任意劝阻对方："70岁以后？太过时了"，"你经常玩游戏吗？别玩了？算了。"

In various forms of conferences and forums, people inquire about each other and exchange the latest understanding of the meta universe. Tao Rongqi became impatient later because he was frequently asked about the yuan universe. He will arbitrarily dissuade the other party according to the other party's age and interests: "after 70? It's too outdated", "do you often play games? Don't play? Forget it."

每个人都害怕被时代抛弃。刘怀阳每天都沉浸在超负荷的工作中。他曾于2017年建立了一家虚拟与真实交互的人工智能企业。最近，由于元宇宙，有更多的业务。每天有10次会议等着他。除了定期的业务合作和交流外，还有许多针对他的投资者，以及各种协会和联盟组织。

Everyone is afraid of being abandoned by the times. Liu Huaiyang is immersed in his overloaded work every day. He once established an artificial intelligence enterprise with virtual and real interaction in 2017. Recently, due to the meta universe, there are more businesses. There are 10 meetings waiting for him every day. In addition to the regular business cooperation and exchange, there are also many investors targeting him, as well as various associations and alliance organizations.

"来到这里的大多数人都害怕错过。他们不知道自己想要什么，但他们害怕被时代抛弃。"虽然刘怀阳正在迎来行业的爆发，但他也经历了一个低谷，所以他可以很好地理解这一点。

"Most of the people who come here have a fear of missing out. They don't know what they want, but they are afraid to be abandoned by the times." although Liu Huaiyang is ushering in the outbreak of the industry, he has also experienced a trough, so he can understand it very well.

这一概念流行后，与元宇宙相关的论坛和峰会在中国遍地开花，许多会议座无虚席。此时，投机的概念变得非常简单。只要你愿意，你就可以把自己标榜为元宇宙公司，然后吸引资本和注意力。

After the concept became popular, forums and summits related to the meta universe bloomed everywhere in China, and many sessions were full. At this time, the concept of speculation becomes very easy. As long as you want, you can flaunt yourself as a yuanuniverse company, and then attract capital and attention.

今年9月，投资者王明川与40多人一起参加了元宇宙项目的路演。其中一位令人印象深刻的演讲者是通信芯片的创始人，他播放了一段视频，这段视频是他们五年内在青藏高原拍摄的30多万张高清照片。

In September this year, investor Wang Mingchuan participated in a roadshow of the yuan universe project with more than 40 people. One of his impressive speakers was a founder of communication chip, who played a video, which was more than 300000 high-definition photos they took on the Qinghai Tibet Plateau in five years.

"如果人们想在未来看到这样的图片，他们只能在元宇宙中感到满足，"创始人说。这是一件浪漫的事情，浪漫是元宇宙的元素之一。

"If people want to see such pictures in the future, they can only be satisfied in the meta universe," said the founder. This is a romantic thing, and romance is one of the elements of the meta universe.

但王明川听了这句话，一次次摇摇头："我甚至都不明白元宇宙是什么。"浪漫已经成为元宇宙的一个元素。以这种方式理解元宇宙基本上就是一切。在听了三个小时的路演后，他在桌面上的A4纸上划掉了活动议程中列出的11项中的10项。

But Wang Mingchuan shook his head again and again after hearing this, "I didn't even understand what the meta universe is." romance has become an element of the meta universe. Understanding the meta universe in this way is basically everything. After listening to the three hour roadshow, he scratched out 10 of the 11 items listed in the activity agenda on A4 paper on the desktop.

王明川发现，人们不仅对元宇宙的理解有偏差，甚至开始拉项目来弥补。

"Even people who are traditional robots have been pulled to the meeting of the meta universe, but it doesn't matter at all." Wang Mingchuan found that people not only have a deviation in their understanding of the meta universe, but even began to pull projects to make up.

元宇宙相关项目的融资规模正在显著增加。根据VRPINA的统计，全球VR/Ar/AI领域仅在4月份就完成了近80亿元的融资，几乎是上月的四倍。自2021年以来，包括精卫中国、正格基金、婺源资本和复星财富创造在内的一线基金已进入董事会。诸如byte beating、腾讯和阿里等大型互联网公司已采取行动。

The financing scale of meta universe related projects is increasing significantly. According to the statistics of vrpinea, the global VR / Ar / AI field completed nearly 8 billion yuan of financing in April alone, almost four times that of the previous month. Since 2021, first tier funds including Jingwei China, Zhenge fund, Wuyuan capital and Fosun wealth creation have entered the board. Big Internet companies such as byte beating, Tencent and Ali have taken action.

0glass的创始人苏波（Su Bo）发现，一些过去从事虚拟现实会议的公司现在只是打包旧产品，并开始说他们在做metauniverse。"半年后就成了笑话，上半年都不会。"

Su Bo, founder of 0glass, found that some companies that used to do VR meetings now simply pack old products and began to say that they are doing metauniverse. "It's a joke after half a year, and it won't even take the first half of a year."

周浩还发现，他周围的一些制造虚拟现实硬件的人被推上了舞台，并继续寻找原始BP的投资，"你看，我又使用了原始BP。"

Zhou Hao also found that some people around him who made VR hardware were driven up and continued to look for investment with the original BP, "you see, I used the original BP again."

苏波最不明白的是，那些从事传统it、游戏和社交网络业务的公司受到了冲击。9月初，A股上市公司中青报计划推出元宇宙酿酒游戏"酿酒大师"。该游戏尚未推出，股价一直在猜测，在10天内上涨了1.34倍。另一只经常变换业务的汤姆猫宣布了metauniverse和VR的布局，其股价也连续几天上涨。

What Su Bo doesn't understand most is that those companies that do traditional it, games and social networking rub the heat. At the beginning of September, zhongqingbao, A-share listed company, planned to launch a meta universe brewing game "Brewing Master". The game has not been launched yet, and the share price has been speculation, up 1.34 times in 10 days. Another tom cat, who frequently changed business, announced the layout of metauniverse and VR, and its share price also rose for several consecutive days.

SOUR是一款国产社交软件，它只是将口号变成了一个社交元宇宙。它所推动的元宇宙无非是用社交虚拟化身取代现实生活中的照片。同时，增加了一些基于AR技术的游戏玩法。

Soul, a domestic social software, simply changed slogan into a social meta universe. The meta universe promoted by it is nothing more than replacing real-life photos with social virtual avatars. At the same time, it adds some game playing methods based on AR technology.

一向热衷于投机的货币圈显然不会放弃这样一个热门概念。元宇宙不仅需要社交网络和游戏，还需要分散的金钱，这符合硬币圈的逻辑。

The currency circle, which has always been keen on speculation, obviously will not let go of such a hot concept. The yuan universe needs not only social networking and games, but also decentralized money, which coincides with the logic of the coin circle.

一直关注硬币圈的周昊显然感受到了最近硬币圈对元宇宙概念的骚动。在周浩居住的一个海外货币投机社区，每天都会自动发送几十个元宇宙项目游戏，邀请他购买硬币进行体验。他点击了链接，发现一些项目网页的UI设计非常简单，社区中讨论的人的脚本也非常相似，"我第一眼就想到了圈钱"。

Zhou Hao, who has been paying attention to the coin circle, obviously feels the recent commotion of the coin circle about the concept of Yuan universe. In an overseas currency speculation community where Zhou Hao lives, there are dozens of Yuan universe project games sent automatically every day to invite him to buy coins for experience. He clicked on the link and found that the UI design of some project web pages was very simple, and the scripts of people discussed in the community were also very similar, "I came to circle money at first sight".

周昊周围硬币圈的人也盯着社交平台，搜索"元宇宙游戏"，看谁的项目可以移动自己，然后大胆购买硬币。他们希望在这股浪潮中找到下一个"百倍硬币"，让本津头发挥舞100倍的价值。哪个概念火，哪个项目有明星代言，都将成为他们追求的对象。

People in the coin circle around Zhou Hao also stared at the social platform, searched "yuanuniverse game" to see whose project can move themselves, and then bought coins boldly. They hope to find the next "hundredfold coin" in this wave and let Benjin hair wield 100 times its value. Which concept fire, which project has star endorsement, will become the object of their pursuit.

在三里屯的一家茶馆里，徐继哲（音译）是一位投币圈企业家，他急忙赶往AI财经，展示了元宇宙中的NFT资产（非同质资产）是什么。他还饶有兴趣地建议我们将这篇关于元宇宙的报告发布到NFT中，并在虚拟世界中出售。"这将成为第一个产生NFT的新闻报道，具有划时代的意义。"

In a tea restaurant in Sanlitun, Xu Jizhe, a coin circle entrepreneur who hurried to AI finance and economics, demonstrated what NFT assets (non homogeneous assets) in the meta universe are. He also suggested with great interest that we launch this report on the meta universe into an NFT and sell it in the virtual world. "This will become the first news report generating NFT, which is of epoch-making significance." 。

未来还很遥远

The future is still far away

与今年4月至6月的狂热相比，陶荣奇已经平静下来。他认为，自7月份以来，整个元宇宙的市场和认知系统都没有更新的能力。在与同龄人聊天时，除了他的认知之外，元宇宙中没有什么新东西。

Compared with the frenzy from April to June this year, Tao Rongqi has calmed down. He felt that since July, the market and cognitive system of the whole metauniverse had no ability to update. In chatting with peers, there is nothing new in the metauniverse beyond his cognition.

"这是一个令人不安的信号，这意味着我们必须减速，需要谨慎。"陶荣奇告诉AI财经，他们公司的官方网站停止更新相关内容，因为"没什么好说的"。

"This is a disturbing signal, which means that we have to slow down and need to be cautious." Tao Rongqi told AI finance and economics that their company's official website stopped updating the relevant content because "there is nothing to say".

关注远大宇宙相关项目的富浦投资合伙人詹然也调整了节奏。读了几个月后，我发现该项目仍处于开发的早期阶段，远未达到抢占该项目的阶段。詹然告诉AI金融通讯社："抢占该项目肯定是因为业内已经出现了高质量的内容，但现在国内市场的情况仍然相对较大。"。

Zhan ran, a partner of Fupu investment who pays attention to yuancosmos related projects, also adjusted the rhythm. After reading it for several months, I found that the project is still in the early stage of development and is far from reaching the stage of grabbing the project. "Grabbing the project must be that high-quality content has emerged in the industry, but now the situation in the domestic market is still relatively large." Zhan ran told AI financial news agency.

资本的热情被传递给了企业家，而这种热度比以前严重得多。在过去的六个月里，苏波已经接待了至少五六位被元宇宙吸引的投资者，但这些人并没有真正采取行动，只是处于观望状态。"现在人们想知道更多。当他们知道后，元宇宙的概念已经进入冷却期。"

The enthusiasm of capital is transmitted to entrepreneurs, and the heat is much worse than before. In the last six months, Su Bo has received at least five or six investors attracted by the meta universe, but these people have not really made a move, but are just in a wait-and-see state. "Now people want to know more. When they know it, the concept of the meta universe has entered a cooling off period."

近几年来,类似的情况层出不穷。经过短暂的热情之后，它很快恢复了平静。例如，长期发展的人工智能（AI）产业，曾被认为会掀起新一轮的技术浪潮，有以上堂、云聪、匡实、益图为代表的"AI四龙"，融资也相当顺利。

In the past few years, similar situations have been staged one after another. After a short period of enthusiasm, it soon returned to calm. For example, the artificial intelligence (AI) industry, which has been developing for a long time, was once considered to set off a new round of technology wave, and there were "Ai four dragons" represented by Shangtang, Yuncong, Kuangshi and Yitu, and the financing was also quite smooth.

然而，愿景是美好的，而现实是残酷的。在经历了2018年的亮点之后，AI四小龙如今陷入了业务发展的瓶颈。人工智能技术没有很多着陆场景和实际需求。到目前为止，这四家公司都没有成功上市。

However, the vision is beautiful, but the reality is cruel. After experiencing highlight in 2018, the AI four dragons are now trapped in the bottleneck of business development. AI technology does not have many landing scenarios and practical needs. So far, none of the four companies has been listed successfully.

宇宙的理想状态也离现实很远。在刘怀阳看来，未来真正的元宇宙永远不可能由一个科技巨头来完成。它由多个团队、公司甚至公众共同完成。它是一个分散的组织。

The ideal state of the universe is also very far from reality. In Liu Huaiyang's view, the real meta universe in the future can never be completed by a technology giant. It is completed by multiple teams, companies, and even with the public. It is a decentralized organization.

"元宇宙是未来的趋势，但未来不是3-5年，而是20年后。"苏波告诉AI财经，这仍然是一个非常遥远的概念，就像互联网发展初期的局域网一样。

"The meta universe is the future trend, but the future is not 3-5 years, but 20 years later." Su Bo told AI finance and economics that this is still a very distant concept, just like the LAN in the early stage of Internet development.

扎克伯格本人也承认："metauniverse的投资无法立即带来利润。预计在本世纪后期，它可能更像一个真实的商业故事。"

Zuckerberg himself admitted: "the investment of metauniverse can not bring profits immediately. It is expected that later in this decade, it may be more like a real business story."

这不是谦虚和礼貌。元宇宙全景图中的大多数技术还不成熟。以扎克伯格自己的产品为例。尽管其VR硬件oculus已经工作多年，但它也是业界最好的VR硬件设备。但即便如此，与移动计算机相比，oculus仍然不是主流硬件设备，用户体验仍然非常初级。

This is not modesty and politeness. Most of the technologies in the meta universe panorama are still immature. Take Zuckerberg's own products as an example. Although oculus, its VR hardware, has been working for many years, it is also the best VR hardware device in the industry. But even so, compared with mobile computers, oculus is still not a mainstream hardware device, and the user experience is still very primary.

相比之下，在硬件产品方面拥有丰富经验的苹果首席执行官库克则更理性地看待这一问题。他说他将远离这些流行词汇，他更喜欢称"元宇宙"为AR（增强现实）。

In contrast, Apple CEO cook, who has rich experience in hardware products, sees it more rationally. He says he will stay away from these popular words, and he prefers to call the "meta universe" AR (augmented reality).

但扎克伯格在这种激进的投资和宣传方面可能也有自己的困难。

But Zuckerberg may have his own difficulties in such radical investment and publicity.

事实上，Facebook自身的业务近年来也遇到了许多挑战。除了反垄断、隐私和其他监管诉讼外，Facebook的年轻用户也损失惨重，新用户增长明显放缓，用户对该公司的不满与日俱增。

In fact, Facebook's own business has also encountered many challenges in recent years. In addition to antitrust, privacy and other regulatory litigation, Facebook's young users are also losing a lot, the growth of new users has slowed down significantly, and users' dissatisfaction with the company is increasing day by day.

据美国媒体报道，今年第三季度，美国青少年花在Facebook上的时间同比减少了16%，全球每日用户数量的增长也急剧放缓。相比之下，Tik-tok仍在疯狂增长，全球下载量超过了Facebook，使这位前社交霸主黯然失色。

According to US media reports, the time spent by American teenagers on Facebook decreased by 16% year-on-year in the third quarter of this year, and the growth of the number of daily users around the world also slowed down sharply. In contrast, Tik tok is still growing madly, and the global download volume exceeds Facebook, eclipsing the former social overlord.

对于扎克伯格来说，无论他是真的对元宇宙的未来感到乐观，还是为了转移日益增长的矛盾和监管压力，他都需要更好的故事和概念。

For Zuckerberg, whether he is really optimistic about the future of the meta universe or in order to transfer the growing contradictions and regulatory pressure, he needs better stories and concepts.

（刘培也参与了这篇文章。王明川、周浩和刘怀阳是笔名。）

(Liu Pei also contributed to this article. Wang Mingchuan, Zhou Hao and Liu Huaiyang are pseudonyms.)

这篇文章最初是由《财经天下》周刊的《AI财经》撰写的。未经许可，请勿通过任何渠道或平台转载。违者将被起诉。

This article was originally produced by AI finance and economics, an account of Caijing Tianxia weekly. Please do not reprint it through any channel or platform without permission. Violators will be prosecuted.

Link：https://new.qq.com/omn/20211031/20211031A01OB200.html

update time：2021-10-31 18:57:54