1000 entrepreneurs, 1000 yuan universe

（张新宇）

(Zhang Xinyu)

张新宇、刘世武访谈录

Interview with Zhang Xinyu, Liu Shiwu

编辑乔倩

Editor ｜ Qiao Qian

当我们谈论元宇宙时，我们在谈论什么？

When we talk about the meta universe, what are we talking about?

有人说，元宇宙是一个分散的技术乌托邦和虚拟乌托邦。在元宇宙中，我们可以做所有现实世界不能做的事情。

Some people say that the meta universe is a decentralized technological utopia and virtual Utopia. In the meta universe, we can do all the things that the real world can't do.

有人还说，元宇宙将再次创造无数财富，这与互联网和移动互联网的划时代机遇不相上下。因此，我们都必须在元宇宙中。

Some people also say that the meta universe will create countless wealth again, which is comparable to the epoch-making opportunities of the Internet and mobile Internet. Therefore, we must all in the meta universe.

也有人说，元宇宙并不是一个巨人在未来掌握的沉浸式虚拟现实游戏，而是目前所有技术进步的另一种表现。一旦达到奇点，可以说人类已经进入了元宇宙时代。

Others say that the meta universe is not a VR game with great immersion mastered by a giant in the future, but another expression of all the technological progress taking place at present. Once a singularity is reached, it can be said that mankind has come to the era of the meta universe.

罗永豪还发布了一条微博，讨论元宇宙

Luo Yonghao also posted a microblog to discuss the yuan universe

上一次我们如此热情和神秘地讨论发泄，是比特币和区块链的热潮。但这一次，大公司投了真金白银。

The last time we were so enthusiastic and mysterious to discuss a vent, it was the upsurge of bitcoin and blockchain. But this time, big players have voted in real money.

Roblox上市，价值400亿美元？然后看看UGC游戏平台的机遇；他花了90亿美元收购了一家虚拟现实设备公司。看来硬件入口非常重要；Facebook想转型为一家元宇宙公司？还改了他的名字？去听扎克伯格的。

Roblox is listed and worth $40 billion? Then take a look at the opportunity of UGC game platform; He spent 9 billion on acquiring a VR equipment company. It seems that the hardware entrance is very important; Facebook wants to transform into a meta universe company? And changed his name? Go and listen to Zuckerberg.

元宇宙已经成为商业奇观。一款游戏、一款社交产品、一款视频软件，只要它是数字的，就可以与元宇宙联系在一起——而我们几乎所有的时间、注意力和金钱现在似乎都以数字和无线电波的形式流动。

The meta universe has become a commercial spectacle. A game, a social product, a video software, as long as it is digital, can be linked to the meta universe - and almost all our time, attention and money now seem to be flowing in the form of numbers and radio waves.

2021年10月28日，扎克伯格在聚光灯下重新命名了Facebook元，这将这一轮元宇宙热潮推到了一个可见的高度。有一段时间，海上航行依靠舵手，太空航行依靠扎克伯格。

On October 28, 2021, Zuckerberg really renamed Facebook meta in the spotlight, which pushed this round of meta universe boom to a visible high. For a time, the sea navigation depended on the helmsman, and the yuan space navigation depended on Zuckerberg.

你可能仍然不明白什么是元宇宙。没关系。36 krypton采访了一些与metaverse相关的人，向你展示了这个最新的技术概念是如何激发了一群忠诚的中国信徒的。这可能是比特币繁荣后另一个充满争议、迷雾和荒谬的追逐梦想的故事。

You may still not understand what the meta universe is. It doesn't matter. 36 krypton interviewed some people related to metaverse to show you how this latest technical concept has inspired a group of loyal Chinese believers. This may be another dream chasing story full of controversy, fog and absurdity after the bitcoin boom.

牧师的黎明

Dawn of the preacher

今年春节后，UGC游戏平台roblox的估值增加了10倍，musk提升了clubhouse的知名度，区块链加密货币的知名度——三把火直接将大洋彼岸的"元宇宙"变成了"元宇宙"，点燃了中国的风险投资圈。

After the Spring Festival this year, the valuation of roblox, a UGC game platform, increased tenfold, musk promoted the popularity of clubhouse, and the popularity of blockchain cryptocurrency - three fires directly turned "metaverse" on the other side of the ocean into "meta universe", igniting China's venture capital circle.

腾讯首席执行官马化腾是第一家公开谈论类似概念的中国互联网公司。在去年11月的一篇文章中，虽然他用的不是"元宇宙"，而是"全真互联网"来描述互联网的下一个升级方向，但人们普遍认为这只是修辞上的不同。据说，腾讯前副总裁、整个腾讯人工智能系统的创始人姚星首先提出了全真互联网，被马化腾采纳。

Ma Huateng, CEO of Tencent, was the first Chinese Internet company to openly talk about similar concepts. In his article last November, although he used not "meta universe" but "Quanzhen Internet" to describe the next upgrading direction of the Internet, it is generally believed that it is just a difference in rhetoric. It is said that Yao Xing, the former vice president of Tencent and the founder of the whole Tencent AI system, first proposed the Quanzhen Internet and was adopted by Ma Huateng.

后来，姚星干脆离开腾讯创业，并从一开始就得到了一线风险投资的大力支持，如高融、婺源和高陵。他是腾讯多年来最高的离职企业家。这一变化显然是对中国人工智能界的巨大冲击。

Later, Yao Xing simply left Tencent to start his own business and got the strong support of front-line venture capital such as Gaorong, Wuyuan and Gaoling from the beginning. He is the highest post leaving entrepreneur of Tencent for many years. This change is obviously a huge shock to China's Ai Community.

今年10月初，网易首席执行官丁磊似乎有点担心。他在公司内部发帖：有人在研究元宇宙吗？你可以相信我！

By the beginning of October this year, Netease CEO Ding Lei seemed a little worried. He posted inside the company: is there anyone studying the meta universe? You can trust me!

这揭示了一个必然性：在元宇宙问题上，所有大公司都无法隐藏他们的焦虑，并以各种方式快速进入游戏。

This reveals a certainty: on the issue of metauniverse, all big companies can't hide their anxiety and enter the game quickly in various ways.

大公司的一举一动都像风向标，嗅觉敏锐的人行动迅速。

Every move of a large company is like a wind vane, and people with a keen sense of smell act quickly.

在区块链行业论坛前夕，metaverse临时添加到副标题中；几年前，一家从事虚拟现实游戏的公司在出气口破裂后难以获得支持。今年，投资者突然开始问他们是否需要融资；一只基金干脆改名为meta universe，"专注于metaverse投资"。

On the eve of a blockchain industry forum, metaverse was temporarily added to the subtitle; A company engaged in VR games struggled to support after the air outlet burst a few years ago. This year, investors suddenly began to ask whether they need financing; A fund simply changed its name to meta universe, "focusing on metaverse investment".

社交产品绿洲公司（oasis oasis）的企业家尹桑告诉36氪，从那时起，投资者要求他每天喝咖啡，以了解他的公司、行业和竞争产品。最初，一些从事人工智能、游戏编辑、社交网络和区块链的企业家表示，"roblox的上市为每个人找到了位置。每个人都发现，事实上，我们都是（元宇宙）。"

Yin sang, the entrepreneur of oasis oasis, a social product, told 36 krypton that since then, investors have asked him to drink coffee every day to learn about his company, industry and competitive products. Originally, some entrepreneurs engaged in AI, game editor, social networking and blockchain said, "roblox's listing has found a position for everyone. Everyone found that in fact, we are all (yuanuniverse)."

一个时尚的外国概念，就像尼龙搭扣一样，将不同技术发展的凌乱线头卷在一起。元宇宙的概念在国内风险投资界逐渐流行，并得到广泛认可。投资者开始一个接一个地掏钱。

A fashionable and foreign concept, like a Velcro, rolls the messy thread ends of different technological developments together. The concept of yuancosmos gradually gained popularity in the domestic venture capital circle and was widely recognized. Investors began to pay out one after another.

在超级参数技术（superparameter technology）等游戏AI公司的背后，远翔伟思（Yuanxiang Weisi）和齐远世界（Qiyuan world）是高荣、婺源和GGV等运输弹药的资本；SIG Haina Asia在metaapp中投资1亿美元；code universe作为股东被披露和引入，尽管这一轮投资实际上早在2019年就完成了；以unity游戏引擎团队为背景的Yahaha在几个月内完成了三轮融资，由于新投资者的不断进入，原有的公告日期一再被推后；自称"社会元宇宙"并几乎公开发行的"灵魂"仍愿意认购8900万美元，尽管遭到许多人的嘲笑。

Behind game AI companies such as superparameter technology, Yuanxiang Weisi and Qiyuan world are capital such as Gaorong, Wuyuan and GGV transporting ammunition; SIG Haina Asia led the investment of US $100 million in metaapp; The code universe was exposed and introduced as a shareholder, although this round of investment was actually completed as early as 2019; Yahaha with the background of unity game engine team has completed three rounds of financing in a few months, and the original announcement date has been pushed again and again due to the continuous entry of new investors; Soul, who calls itself "social meta universe" and almost went public, is still willing to subscribe for $89 million despite being ridiculed by many.

后来，几乎每天都有各种各样的"元宇宙"项目宣布获得资助，并举行各种名称的元宇宙主题会议。

Later, almost every day, all kinds of "meta universe" projects announced to get financing, and meta universe theme meetings of various names were held.

作为虚拟现实和移动社交网络领域的企业家，尹桑目睹了市场的升温——不仅资本开始用真金白银下注，更重要的是，"企业家被理解了"。至少，尹生在向投资者介绍公司时不必担心睡觉——这确实发生在2019年。

As an entrepreneur in the field of VR and mobile social networking, Yin sang watched the market heat up - not only did capital begin to bet with real money, but more importantly, "entrepreneurs were understood". At least, Yin sang doesn't need to worry about sleeping when he introduces the company to investors - which really happened in 2019.

尹桑仍然记得那尴尬的时刻。他只打开PPT讲了三五分钟。桌子对面的投资者都昏昏欲睡，打了个哈欠。"显然，他脸上感到失望。"他不能停下来互相质问，所以他不得不花半个小时来完成，"我认为我并不无聊，但当时的投资者对虚拟现实产业不感兴趣。"

Yin sang still remembers the embarrassing moment. He only opened the PPT and talked for three or five minutes. The investors across the table were sleepy and yawned wildly. "Obviously, he felt disappointed on his face." he couldn't stop to question each other, so he had to take half an hour to finish, "I thought I wasn't boring, but the investors at that time were not interested in the VR industry."

尹桑是一个持续的企业家。几年前，当公众舆论对创业最为友好时，他还出现在《华尔街日报》、《彭博商业周刊》、各种综艺节目和电视公告中。两年前，尹桑与一家从上海到北京的当地科技媒体进行了预约。他想创办一家虚拟现实社会创业公司。他携带一台重型电脑和一整套虚拟现实设备来到媒体楼下的咖啡馆，但记者听了大约十分钟后离开了，没有后续联系。

Yin sang is a continuous entrepreneur. When public opinion was the most friendly to entrepreneurship a few years ago, he also appeared in the Wall Street Journal, Bloomberg BusinessWeek, various variety shows and TV announcements. Two years ago, Yin sang made an appointment with a local technology media from Shanghai to Beijing. He wanted to start a VR social entrepreneurship. He carried a heavy computer and a complete set of VR equipment to the cafe downstairs of the media, but the reporter left after listening to it for about ten minutes, and there was no follow-up contact.

我们在招聘方面也面临困难。"我们和候选人谈过，对方的第一句话说，虚拟现实产业不是泡沫吗？不是死了吗？"为了可行性，他现在不得不将产品的主要方向转向更主流的移动平台。

We also face difficulties in recruitment. "We talked to the candidate, and the first sentence of the other side said, is the VR industry not a bubble? Is it not dead?" for the sake of feasibility, he had to turn the main direction of the product to the more mainstream mobile platform now.

2019年初，他前往美国与风投会面，发现许多美国投资者已经在观看由许多人投资的在线游戏创作社区roblox。但在同一年，他看到了中国所有的一线美元基金，"至少在合作伙伴层面，没有人听说过roblox"。

At the beginning of 2019, he went to the United States to meet with VC and found that many American investors were already watching roblox, an online game creation community invested by many people. But in the same year, he saw all the first-line dollar funds in China, "at least at the partner level, no one has heard of roblox".

在一个充满质疑的环境中，尹桑不得不找到他的战友并保持温暖。

In a questioning environment, Yin sang had to find his comrades in arms and keep warm.

2020年，随着Epic Games和roblox这两家游戏公司再次谈论metaverse的概念，绿洲绿洲、metaapp、RCT AI、Robles China等公司的创业者也开始组建一些小型微信群，用"metaverse dreamer"等词来形容自己。他们相互鼓励，共享最新的行业信息，促进不同的人对元宇宙的理解，甚至共享投资者和媒体资源。

In 2020, as Epic Games and roblox, two game companies, once again talked about the concept of metaverse, entrepreneurs of oasis oasis, metaapp, RCT AI, Robles China and other companies also began to form some small-scale wechat groups to describe themselves with terms such as "metaverse dreamer". They encourage each other, share the latest industry information, forward different people's understanding of the metauniverse, and even share investors and media resources.

但到2021年，尤其是今年下半年，所有这些都将变得多余。元宇宙终于着火了。

But by 2021, especially in the second half of the year, all this will become redundant. The meta universe is finally on fire.

提前泡泡

Bubble in advance

今年7月，Facebook首席执行官扎克伯格自信地高呼"五年内成为metaverse公司"，byte beat被曝光以90亿元收购虚拟现实硬件初创公司Pico。随着中央电视台和其他大众媒体的普及，这个仅在科技风险投资家中流行的概念出人意料地出现了。

In July this year, as Facebook CEO Zuckerberg confidently shouted "become a metaverse company within five years", byte beat was exposed to acquire VR hardware startup Pico for 9 billion yuan. With the popularity of CCTV and other mass media, this concept, which was only popular among technology venture capitalists, came out of the circle unexpectedly.

10月，Facebook正式更名为meta公司，微软推出了office产品，可以继续在meta世界中制作PPT。几乎与此同时，著名的连续创业者罗永豪也在他的微博上谈到了他认识的元宇宙。只要人类的注意力主要集中在数字世界，那就是元宇宙的开始。人类最终将走向一个更数字化的元宇宙时代，即使我们喜欢与否。

In October, Facebook officially renamed the company meta, and Microsoft launched office products that can continue to do PPT in the meta universe. Almost at the same time, the well-known continuous entrepreneur Luo Yonghao also talked about the meta universe he recognized on his microblog. As long as human attention is mainly in the digital world, that is the beginning of the meta universe. Mankind will eventually move towards a more digital meta universe era, even whether we like it or not.

深交所上市公司、2018年被监管机构"结合"区块链技术关注的a股"网络游戏第一股"中青宝，曾宣称推出元宇宙游戏，其股价在过去两个月翻了四番。

Zhongqingbao, a listed company of Shenzhen Stock Exchange, the "first share of online games" of a shares, which was concerned by regulators by "combining" blockchain technology in 2018, once claimed to launch meta universe games, and its share price has quadrupled in the past two months.

尽管监管部门不断发出询问信，公司本身也多次发出股价变动风险警告，但二级市场的投资者仍然用金钱投票，坚信你不仅是元宇宙公司，你是元宇宙的领导者，你的股价必须上涨。简言之，你是，还是人民币宇宙已达到峰值前的泡沫。

Although the regulators kept sending inquiry letters and the company itself repeatedly issued stock price change risk warnings, the investors in the secondary market still voted with money and firmly believed that you are not only a yuanuniverse company, you are the leader of yuanuniverse, and your stock price must rise. In short, you are, or are you? - the yuan universe has reached a pre peak bubble.

一些同事建议他出去创业，现在就做metaverse。只要BP写一个metaverse的关键词，然后随便画一个布局，他就能筹到很多钱。从历史经验来看，这不仅仅是一个笑话，而是一个实践。"但我不是那种人。"

Some colleagues advised him to go out and start a business and do metaverse now. As long as BP writes a keyword of metaverse and then draws a layout casually, he can finance a lot of money. From historical experience, this is not just a joke, it is practical. "But I'm not that kind of person."

一些明星项目获得了巨额融资，但按照传统标准，许多项目没有显示出相应估值的价值。"什么狗屎突然与流行的观念发生了冲突。"韩欧感到困惑。最糟糕的是，"即使你不认识它，你也无法证明你是对的，因为元宇宙实在太遥远了。"

Some star projects have received huge financing, but according to traditional standards, many projects do not show the value of corresponding valuation. "What shit is suddenly rubbing against the popular concept." Han Ou is confused. The worst thing is, "even if you don't recognize it, you can't prove that you are right, because the meta universe is really too far away."

一些原本按照自己的节奏行走的企业家被强迫进入了这一轮的风口。

Some entrepreneurs who originally walked in their own rhythm have been coerced into this round of tuyere.

Metaapp的产品包括233 paradise，一个由算法推荐的游戏聚合和分发平台，每天有300多万年轻用户登录。今年3月11日，在roblox上市的第二天，metaapp宣布了以sig Haina Asia为首的1亿美元C轮融资，这可能是高举Yuancomos旗帜的项目中估值最高、单轮融资最多的项目，这意味着非常明显的标杆。

Metaapp's products include 233 paradise, a game aggregation and distribution platform recommended by algorithms, and more than 3 million young users log in every day. On March 11 this year, the day after roblox went public, metaapp announced the US $100 million round C financing led by sig Haina Asia, which may be the one with the highest valuation and the most single round financing among the projects holding high the banner of yuancosmos, which means very obvious benchmarking.

Metaapp需要大量时间来支持用户和开发人员社区。metaapp首席执行官胡森（Hu Sen）原本不想高调宣布融资事宜。他甚至不想融资，因为他不想让这个新兴行业陷入烧钱和补贴的战争。培养UGC内容的社区氛围需要时间。

Metaapp needs a lot of time to support the user and developer community. Hu Sen, CEO of metaapp, originally did not want to make a high-profile announcement of financing. He didn't even want to finance because he didn't want this nascent industry to fall into the war of burning money and subsidies. It takes time to cultivate the community atmosphere of UGC content.

"但这已经是一张明确的牌。如果我不追随别人，如果我借了很多钱，花了很多钱在促销上，市场急剧上涨，招募人才，我会受到很大限制。"他陷入了典型的囚徒困境。

"But this is already a clear card. If I don't follow others, I will be very limited if I borrow a lot of money, spend money on promotion, the market rises sharply, and recruit people." he fell into a typical prisoner's dilemma.

元宇宙的概念正变得越来越流行，但有些人对此感到气馁。

The concept of meta universe is becoming more and more popular, but some people are discouraged.

一位多年来一直关注社交娱乐的投资者今年离开了早期投资行业。其中一个原因是，他不认识的一些项目通过讲述metauniverse的概念获得了巨额融资。"最后，可能仍有一些大公司走出了人民币世界，但在总体方向上没有问题，但我无法说服自己接受他们的故事，参与这样一个可能是泡沫的游戏。"

An investor who has been following the social entertainment track for many years left the early investment industry this year. One of the reasons is that some projects he does not recognize have received huge financing by telling the concept of metauniverse. "Finally, there may still be big companies coming out of the yuan universe, but there is no problem in the general direction, but I can't convince myself to accept their stories and participate in such a game that may be a bubble."

百度负责元宇宙业务的副总裁马杰在最近的一次公开活动上发出了一个不寻常的警告，称根据Gartner的技术成熟度曲线，元宇宙正处于预期时期的顶峰。他甚至给出了具体时间。"到明年下半年或次年，泡沫将破裂。"

Ma Jie, vice president of Baidu, who is responsible for Baidu's yuan universe business, issued an unusual warning at a recent public event, saying that according to Gartner's technology maturity curve, Yuan universe is at the peak of the expected period. He even gave the specific time. "By the second half of next year or the following year, the bubble will burst."

创新困境

Innovation dilemma

7月31日晚，上海黄浦江上的一艘高级游轮可能短暂成为今年中国元宇宙信徒密度最高的场合。

On the evening of July 31, a high-class cruise ship on the Huangpu River in Shanghai may briefly become the occasion with the highest density of believers in the yuan universe in China this year.

游戏人工智能初创公司RCT AI的几位90后创始人身着正式服装，在游轮停靠的码头迎接并发送他们，引导游客拍照，照片将上传到直播流中。航行前，RCT AI为黄浦江夜游设计了一个独特的中英文广播，营造了一种非现实的感觉："从上海到元宇宙"，"第三宇宙的速度为每秒16.7公里"，"不要使用任何武器和脉冲设备"，"穿过其他空间会引起湍流"。

Several post-90s founders of game artificial intelligence startup RCT AI, dressed in formal clothes, greeted and sent them at the wharf where the cruise ship docked, guided visitors to take group photos, and the photos will be uploaded to the live stream. Before sailing, RCT AI designed a unique Chinese and English broadcast for the night tour of the Huangpu River to create a non realistic feeling: "from Shanghai to the meta universe", "the speed of the third universe is 16.7km per second", "do not use any weapons and pulse equipment", "passing through other space will cause turbulence".

刚刚完成一轮融资并正在谈判下一轮融资的RCT AI兴高采烈地签约了这艘800吨300人的观光船"悦星6号"。自2019年推出以来，"悦星6号"已被用于婚礼、集体崇拜会议和文化促进协会。其赞助商已从房地产开发商恒大转向当地牛奶品牌光明。根据上海浦江游轮官网，"悦星6号"每小时租金为3.5万元。

RCT AI, who has just completed one round of financing and is negotiating the next round, is in high spirits and has contracted this 800 ton 300 passenger sightseeing ship called "Yuexing 6". Since its launch in 2019, "Yuexing 6" has been used for weddings, group worship meetings and cultural promotion associations. Its sponsor has changed from real estate developer Evergrande to the local milk brand Guangming. According to the official website of Shanghai Pujiang cruise ship, the hourly rental price of "Yuexing 6" is 35000 yuan.

根据11月2日的数据，oasis oasis在谷歌play在巴西市场的社交应用免费列表中排名第一，超过了tiktok和所有Facebook应用。目前，绿洲正在进入美国市场。

According to the data on November 2, oasis oasis ranked first in the free list of social applications of Google play in the Brazilian market, surpassing tiktok and all Facebook applications. At present, oasis oasis is entering the American market.

目前，尹桑只是风投圈中沉迷于颠覆性创新的一员。在这个世界上，增长是正确的、唯一正确的、永远正确的事情。人们会因为错过每一个出口而感到恐慌和后悔。

At the moment, Yin sang is just a member of the venture capital circle obsessed with disruptive innovation. In this world, growth is the right, only right and always right thing. People will panic and regret for missing every outlet.

投资RCT AI的陈跃天认为，中国风投在metaverse上下注是合理的，参考unity和roblox的市场价值以及epic的一级市场估值。"即使估计有2亿美元投资于一家公司，只要它能实现中国的史诗、中国的团结和中国的机器人，回报率将达到100倍。"

Chen Yuetian, who invested in RCT AI, believes that it is reasonable for Chinese VCs to bet on metaverse with reference to the market value of unity and roblox and the primary market valuation of epic. "Even if it is estimated that $200 million is invested in a company, as long as it can achieve China's epic, China's unity and China's roblox, there will be a return of 100 times."

谁能做到？虽然保守派对此表示怀疑和犹豫，但红杉、希尔豪斯、婺源和高荣等顶级风险投资家都花了数亿美元为信徒和活动家投票。这些在牌桌上领先的人通常在上一场比赛中是对的，并且赚了很多钱。与其他公司相比，它们具有成本优势，更有可能在崩溃前撤退。

Who can do it? While conservatives doubt and hesitate, top venture capitalists such as Sequoia, Hillhouse, Wuyuan and Gaorong have all spent hundreds of millions of dollars to vote for believers and activists. And these people who take the lead at the card table often have been right in the last game and made a lot of money. They have a cost advantage over others and are more likely to retreat before the crash.

当这种情况加剧时，即使是那些认为自己是第一个研究元宇宙的最保守的投资者也会产生自我怀疑："我们老了吗？""我们在光明下黑暗了吗？"韩欧没有给自己一个答案。

When this situation increases, even the most conservative investors who think they are the first to study the meta universe will have self doubt, "are we old?" "are we dark under the light?" Han Ou failed to give himself an answer.

"信托投资"——在投资圈中，当不同观点的投资者无法说服任何人，市场也没有验证对错时，这是他们最终可以接受的，不能称之为共识。

"Trust makes investment" -- in the investment circle, when investors with different views can't convince anyone, and the market hasn't verified the right and wrong, this is what they can accept in the end and can't be called a consensus.

没有人知道今天的市场存在狂热。如果你和元宇宙浪潮中的每个人交谈，大多数人都是理性的。然而，当这些理性的个体形成一个集体，成为"元宇宙项目"、"元宇宙概念股"、"投资者"和"投资者"时，他们很容易陷入"我知道我在炒作，你知道我在炒作，我知道你知道我在炒作"的愚蠢境地。"元宇宙是未来，一个美丽的新世界"的愿景已经形成了一种潮流般的共识。在共识潮流面前,任何个人的保守性和合理性都将一下子被击败。

No one knows that there is fanaticism in today's market. If you talk to everyone in this wave of meta universe, most individuals are rational. However, when these rational individuals form a collective and become "meta universe project", "meta universe concept stocks", "investors" and "investors", they will easily fall into the silly situation of "I know I'm hyping, you know I'm hyping, and I know you know I'm hyping". The vision of "meta universe is the future and a beautiful new world" has formed a consensus like a tide. In front of the tide of consensus, any individual's conservatism and rationality will be defeated at one blow.

即使是元宇宙最大的旗手扎克伯格也有他的对手。最有力的保留来自硅谷传奇程序员John Carmack："我不同意Facebook在metaverse方面的所有努力。开发metaverse不是实现metaverse的最佳方式。"

Even Zuckerberg, the biggest flag bearer of metauniverse, has his opponents. The most powerful reservation comes from John Carmack, a legendary programmer in Silicon Valley: "I disagree with all Facebook's efforts in metaverse. Developing metaverse is not the best way to realize metaverse."

2013年，出于对虚拟现实技术的乐观，卡马克加入oculus rift担任首席技术官，也就是后来被Facebook收购的虚拟现实头像显示公司。在Facebook的支持下，他几乎认为自己多年来的虚拟世界梦想即将实现。至少在2014年的报告和技术论坛上，kamak一直在推广metaverse的概念，这直接促进了VR在2016年的普及。然而，历史已经证明，即使是移动互联网也没有结束。当时，虚拟现实走向公众还为时过早，繁荣也随之降温。也许正是因为卡马克经历了这些周期，他对扎克伯格的战略调整持保守态度。

In 2013, out of his optimism about VR technology, kamak joined oculus rift as CTO, that is, VR head display company later acquired by Facebook. With the support of Facebook, he almost thought that his dream of virtual world for many years was about to come true. At least in the reports and technical forums in 2014, kamak has been promoting the concept of metaverse, which directly promoted the popularity of VR in 2016. However, history has proved that even the mobile Internet has not come to an end. At that time, it was too early for VR to go to the public, and the boom cooled down. Perhaps it is precisely because kamak has experienced these cycles that he has a conservative attitude towards Zuckerberg's strategic adjustment.

kamak说："天真的程序员或规划者只想在最高层次上交谈，而不关心具体的实现细节，如GPU、微结构、网络和流媒体。"。

"Naive programmers or planners just want to talk at the highest level and don't care about the specific implementation details such as GPU, microstructure, network and streaming media," kamak said.

在"元宇宙领头股"中青报日复一日上涨后,深交所于11月5日晚宣布,将重点监控近期增长异常的"中青报"。显然，如果人民币宇宙的发展难以自我控制或与投机资本合谋，它将不可避免地导致更大的力量来扑灭泡沫。

After the "Yuan universe leading stock" zhongqingbao rose day after day, on the evening of November 5, the Shenzhen Stock Exchange announced that it would focus on monitoring the "zhongqingbao" with abnormal recent growth. Obviously, if the development of the yuan universe is difficult to control itself or conspire with speculative capital, it will inevitably lead to a higher power to stamp out bubbles.

有了一些信念和很多猜测，这表明风口真的很热。

With some faith and a lot of speculation, it shows that a tuyere is really hot.

（应受访者要求，文本中的韩语和欧洲语为笔名）

(at the request of the interviewee, Korean and European are pseudonyms in the text)

Link：https://new.qq.com/omn/20211108/20211108A018B900.html

update time：2021-11-08 14:58:01