This determines that Tencent unceremoniously adopts a strategy to protect its own security in the face of its core interests involving traffic. From an outsider's point of view, it is a bit sensitive. On March 11, WeChat took another step to block the QQ applet, which attracted a lot of opinions for a while, criticizing WeChat for forgetting QQ to guide it. Sure enough, it is impossible to share wealth and wealth, and WeChat is so sensitive. "But no matter how sensitive it is, it is suitable for Tencent. Especially after WeChat occupies a dominant position in social media, Tencent's response to the outside world is more like a passive response." That is, in this field, Tencent, like a fortress, not only undertakes All kinds of "offenses" are also affecting the rules of the social field . Source: App annie As far back as early 2011, Tencent questioned itself and set two core competencies: one is traffic, and the other is "money capability (capital)". This is both a core capability and a core benefit. The "money capability" is difficult for others to copy, but the traffic pool still has the potential to be subverted. Therefore, any app that touches traffic will be focused on by Tencent. However, flow and "money capacity" are both advantages and vulnerabilities. Especially at the social level, "money capability" + traffic may not make a product stand out. For example, in the short Phone Number List video field, Tencent Weishi was launched earlier, but when faced with the crazy fission of Douyin in 2017-2018, there was no good way to deal with it in a hurry. Also abroad, Facebook’s attempt to defeat Douyin with similar Douyin software also failed miserably. Guo Degang once compared cross talk actors and singers, saying that the burden of cross talk actors cannot be reused twice, but singers can sing a song until old age. It is similar in the social field, that is, when a routine is successful, it is difficult to use the same routine to run and defeat it, unless another way is found. But once the social app has a successful foothold, you can use the singer's routine to live to old age, social networking is so magical. This is the difficulty of socializing, but also the characteristics of socializing. 02

Small eyes, a round head, and an "Astro Boy"-like body - this is the basic character design in the acquaintance social app gel. In the game, players can freely "pinch their faces" and match their clothes to create a personalized 3D avatar for themselves. Compared with the 3D modeling of animated character image settings in many mobile games, the character design chosen by Jelly is more like a "fashion play". Maybe some people think that the metaverse taste displayed by the gel app is very "positive", so the gel is popular! On February 11, the Jelly App, which has only been on the shelves for 3 weeks, surpassed WeChat and topped the free list in the AppStore China. With a lot of popularity, along with the surge in popularity, the jelly app has also caused trouble. A message that "Jelly App uses users' WeChat, QQ account and other private information" spreads on social platforms. Subsequently, the official Weibo of the Jelly App identified the above news as "rumor" and chose to call the police. On February 13, Jelly officially issued an open letter saying that it has been under "continuous and organized attacks" recently . Does the gel work? In the Weibo comment area, many gel users agree with the existence of problems such as app freezes, but there are also many voices for "fun". In the past few months, domestic metaverse apps have been born one after another. Apps such as “Xiyang” and “Hongyuyu” have different shapes, but they all catch up with this wave. According to the company's data, from the end of November 2021 to the middle of February this year, in the past three months, the number of new software copyrights related to "Metaverse" has reached 300. Under the turbulent Phone Number List turbulence of the capital market, Jelly's brief appearance in the public eye is a signal of competition in the Metaverse App. This "war situation" may not be a simple "survival of the fittest". 1. Metaverse App "Melee" In the competition of Metaverse players such as Internet giants and game companies. Metaverse Apps of different "origins" also hide different product logics. Baidu's "Xiyang" and Tianxiaxiu's "Rainbow Universe" were launched in November last year at the same time, which can be regarded as the forerunners of this wave. Coincidentally, the reputation of the two also suffered from Waterloo. At present, the national App store scores of Xiyang and Hongyu Universe are 2.3 and 2.6 respectively. "Xi Rong" is more like a "metaverse" tool in Baidu's hands . Activities such as "Feng Tang Art Exhibition" and "Baidu AI Developer Conference" held in the app reflect its own sense of the future. Tianxiaxiu, on the other hand, has ushered in several stock price surges by operating the concept of the metaverse, and attracts players to "enter the pit" through "hunger marketing" similar to real estate . Rather than being an easy-to-use and fun online community of the Metaverse, the apps of the two companies are more inclined to cater to the concept of the Metaverse itself.