oday, I'd like to share with you what the "meta universe" is, the application of "meta universe" and things related to it. "Meta universe" is a concept that existed long ago. It is quite popular recently. It is called metaverse in English. It refers to the concept of the universe beyond reality. It is often used to describe the concept of future iteration of the Internet. It is composed of 3D virtual space that can be connected, perceived and shared. It is born out of the real world, parallel and interactive with the real world.

"Meta universe" mainly has the following elements: for example, a sense of identity, an independent identity different from reality; In the "meta universe", there are friends, immersion and low delay, economic system, civilization and so on.

The "metauniverse" originated from the novel avalanche written by Neil Stephenson, an American science fiction scientist in the 1990s, which describes an immersive shared space where the physical world and the digital world intersect and blend with each other. The "meta universe" described in the novel is the three-dimensional digital world that people can enter. Everyone can communicate freely with virtual identity. This world is parallel to the real world, not contained.

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The technology and scope of "meta universe"

What technology and scope does "metauniverse" cover?

In the "metauniverse", there are all kinds of new technologies and many subdivisions - for example, the underlying support technologies, such as video games, which provide the "metauniverse" with game engines and interaction methods, artificial intelligence and AI provide the "metauniverse" with all kinds of artificial intelligence, network and computing technologies to support everyone from the real world to the virtual world, There are also Internet of things technology and blockchain technology - these technologies provide economic system, Internet of things system and other guarantees for the "meta universe".

In general, in the past, many scattered technologies were distributed in different fields and did not seem to have much relevance. If these technologies are considered under the concept of "meta universe", they together constitute the ecology of the whole "meta universe".

You may have a question, "metauniverse" has been a topic of conversation in the past five or ten years, such as the Internet of things, VR and AI. Why is "metauniverse" hot now?

On the one hand, the attention and hot spots of the market have come here. On the other hand, the related technologies of "meta universe" have a rapid trend after 2020, especially after the epidemic, which makes everyone have a different understanding of "meta universe" from the distant future to the slightly near future.

The new generation of VR projection and display equipment has new growth, including 5g technology, which has been rapidly popularized in the past two years. Cloud computing and engine technology, including GPU technology, have a very rapid evolution trend during this period. Looking back, brain computer interface technology is also developing rapidly in recent years, although it is still in its early stage.

Not only giants or large companies are laying out the concept of "meta universe". For example, the head Internet companies in the United States, including some large Internet companies in China, have a lot of layout in business segments under the relevant concept of "meta universe". Many start-ups also began to break out in 2021, such as VR hardware, software, community ecology, AI technology and other different things. Between 2020 and 2021, many start-ups and companies appear in your vision, showing the innovation and vitality of the company under the concept of "meta universe".

What are the elements from the real world to the virtual world?

As people in the real world, we need to enter the virtual world through an entrance to virtualize human activities in the real world in a more intuitive, better, simpler and more efficient way. This entrance is the technology of terminal equipment and network transmission and operation, involving AR and VR equipment and hardware conditions of communication calculation. Entering the virtual world requires the civilized rules, virtual currency, interaction mode and behavior of the virtual world, so as to derive the content of the virtual world - for example, there are many games, the economic system and separate rules of the virtual world, and finally derive many "meta universe" related businesses.

Our traditional forms of consumer Internet enterprises, such as short video, mobile payment, e-commerce and games, include the next generation of hardware ar, VR and smart cars, including industrial Internet elements at the production end at the B end, and many services of SaaS, such as ERP, OA and CRM, These virtualization in the future is the core content, constituent elements and underlying support of the "meta universe".

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The constituent elements of the "meta universe"

The above briefly introduces the constituent elements in the virtual world and how to form the virtual world of "meta universe". So how does the most important content map to the virtual world and become a constituent element of the "meta universe"?

➩ one is identity. Everyone needs an identity in the virtual world. This identity is parallel to the real world, not compatible. Everyone can live a second life in the "meta universe" or virtual world.

➩ second, friends. People are the sum of social relations. This law cannot be escaped in the virtual world. Only with friends and social relations, can we be not only an individual in the virtual world, but a member of the virtual world society.

➩ the third is the sense of immersion. A virtual world needs to make everyone feel like a real "me" living in this world. The sense of immersion is very important, and its cultivation has many elements. In the virtual world, you can have entertainment, work and life. In the virtual world, you can get up, brush your teeth, wash and go to work, and have your own work and life, which constitutes a complete life state of a person in the "meta universe".

➩ fourth, low latency, which is very important. Including the operation and transmission we mentioned before. For example, the Internet a long time ago is very different from today. Mobile phones before 3G can only transmit text, but can't transmit pictures and video content. The core reason is that the transmission technology at that time can't reach this point, so they can't read pictures smoothly and can only see some words. At that time, many applications were written on mobile phones and could not be presented in a complete UI interaction. In the 3G era, we have a smooth picture and text information to watch on the mobile phone, but it is a little far from the video. In the 4G era, short video broke out, and you can see a variety of different things.

The next step is not just to browse the video, but to really build a virtual space. In the virtual space, people interact with each other and people interact with AI. It requires very high network transmission speed, chip operation and low delay to ensure that people have a sense of immersion and very real feeling in it.

➩ fifth, diversity. I believe everyone has many difficulties, troubles and things he can't do in real life. For example, he wants to travel to South America and other places, but he can't do it now. If the physical conditions are not met, he can go to Brazil or other countries immediately the next second. The diversified environment of "meta universe" eliminates the physical barrier in reality and allows everyone to experience a more diversified life at a lower cost.

➩ sixth, anytime, anywhere, "metauniverse" is a virtual world that operates 24 hours online. For everyone, you can enter the world anytime, anywhere. Therefore, good equipment support is needed to expand the user group in the whole "meta universe".

➩ seventh, the economic system. There is a clear economic system in the real world, and everyone will create value by themselves. The same is true in the virtual world. To build a "meta universe" world, we need a stable, continuous and efficient economic system. Compared with the real world, the loss of the economic system in the virtual world may be lower and more friendly.

When all the above are available, the virtual world and the "meta universe" are the final form of civilization. There are many elements in the digital economy and virtual world. On the one hand, we will see that there are many new elements in the digital economy and virtual world. On the other hand, we will also focus on the virtual economy, These things work together to build a new economy in the virtual world.

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On the characteristics and imagination of "meta universe"

At present, the "meta universe" is in a relatively early stage. Its concept is far from our life, and it is not something very clear. Let's imagine what kind of world the "meta universe" will be.

❏ first of all, the "meta universe" will be a more interesting experience for the whole Internet in the future. In the past Internet portals, we felt the two-dimensional Internet world. We interact in the Internet world through a screen. Whether it is text, pictures or video, it is a two-dimensional display and a plane vision. In the "meta universe", the future is not planar, but three-dimensional. Everyone will be in this space instead of looking at the world through a screen. The current two-dimensional Internet experience can only be felt by vision and hearing. At that time, there may be smell and touch, which can be felt in the ultimate Internet, that is, what we call the "meta universe".

Second, the relationship between man and the world will gradually become more digital. In the past two decades, the Internet has moved a lot of things from offline to online. For example, many reports, books and materials have rapidly entered digitization. Records, DV tapes and optical discs have been gradually cloud and digitized in the past many years. In the next two decades, this trend may appear more in the vision of "meta universe", with more deduction and trend. We will interact more frequently with smarter robots and AI. Such interactive experience has the opportunity to surpass the interactive experience between people.

Third, in the future, the real world and the "meta universe" or the virtual world will blend organically and continuously together. The "meta universe" and the real world are not completely separated or unrelated. They blend and blur each other's boundaries. Most of our life, time and experience in the past stayed in the real world. The development process of the Internet transferred part of its time, assets and content to the virtual world, such as books, audio-visual materials and entertainment methods just mentioned. Brushing short videos is to transfer from the real world to the Internet world through the electronic screen.

In the future, when we gradually turn the flat Internet world content into a three-dimensional virtual space and store the content in it, we will find that the boundary between the real world and the "meta universe" will continue to be blurred, and more and more things in the real world can be done in the "meta universe". For example, in the "meta universe", you can shop, work and hold meetings. In this virtual world, people's efficiency and creativity are often improved. The threshold for people to create and design is constantly reduced in the virtual world, and everyone also has more opportunities to create and be concerned.

The concept of "meta universe" will also have a large amount of user created content, namely UGC content. In the past Internet world, the content was mainly released by PGC, that is, professional suppliers. For example, many movies, TV dramas and online variety shows we first saw are very PGC content. In recent years, we have found that more and more UGC content, such as many short-term videos and Chinese videos, are very creative. They are the content made by creators.

In the future virtual world, the space of UGC will become larger and larger. From two-dimensional space to three-dimensional space, more and more things and contents can be created by users themselves. In the "meta universe", users are not only consumers, but also producers of UGC content for the vast majority of people. In this "meta universe", people not only enjoy, but also create.

Fourth, the "meta universe" gives value to digital assets. When we build more and more value and time in the virtual world, the content of the virtual world will have stronger value, just as we have given art value in the past. For example, a famous painter in reality drew a good painting, so it has such value. There are similar things in the digital world. For example, I have a head portrait and a painting in the virtual world, which should also have strong collection value and endogenous value. This is a concept that has been strengthened in recent years. Native digital assets are also more valuable things. A person lives in the whole world. In the digital world or the part of the "meta universe", more and more value will exist in the native digitization or the native "meta universe". This process is also the process of the deepening and evolution of the "meta universe".

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Investment opportunities of "meta universe"

At present, the "meta universe" is so hot that many friends are concerned about what investment opportunities are there in the relevant sectors of the "meta universe"?

I think the "meta universe" is still in a very early stage, whether it is the primary market or the secondary market. At present, the investment in the theme or concept of "meta universe" is still in the emerging stage, and there is still a long process to reach a mature and successful commercial product.

Investing in the "meta universe" sector requires paying attention to relevant risks and doing relatively serious and careful research. For example, the game industry is a relatively new industry. There are many contents, concepts and other things in it. We need to bet carefully instead of rushing in in. This is not the behavior we advocate.

For investment, I believe in doing long-term valuable things. Whether we are researchers or investors, the market will change a lot every day. For example, the rise and fall of the "meta universe" plate are common, so we need to maintain a good and stable state of mind.

In addition, we need to pay attention to how the long-term value will develop in the research industry, rather than the short-term changes in the last month or the last three months. This long-term trend is the most important and profitable.

-THE END-

Source: Boshi investment exchange

Author: Zhou Zhiyi (media and Internet researcher of Boshi fund industry research department)

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