The train of DeepSeek, someone is ready to lie on it.

It is said that in all the major cities across the country, people are losing sleep over missing DeepSeek.

The "Jiaohuidian" under the Jiangsu Provincial Party Committee's organ newspaper "Xinhua Daily" published three special articles on the evening of February 7 and the morning of February 8: "Why Did DeepSeek Appear in Hangzhou?", "Why Can't Nanjing Develop 'Hangzhou's Six Little Dragons'?", "Hangzhou Has DeepSeek, What Does Nanjing Have?"

The self-media in Shenzhen collectively reflected: Since DeepSeek was not born here, is Shenzhen not good enough? Some tech companies also had the thought: Should we move to Hangzhou?

To address the concerns from the lower levels, Shenzhen immediately announced: Fully connect to DeepSeek, and "AI civil servants" will be on duty.

However, some individual self-media still persisted, shouting "Borrowing ideas can't save Shenzhen".

Previously, the four first-tier cities have long been "three strong and one weak" in the field of Internet technology. Beijing has ByteDance and Meituan, Shanghai has Pinduoduo, Shenzhen has Tencent and Huawei, and Guangzhou is the "weak" one.

Hangzhou, where Internet companies such as Alibaba were born, has been catching up vigorously, but it only poses a threat to Guangzhou, the "fourth seat".

Until DeepSeek emerged, all cities have shown a sense of tension.

Because many cities and companies have suffered from the pain of economic transformation and upgrading, and the replacement of PC by "mobile Internet". Now, the entire Internet industry regards AI as another "mobile Internet" trend.

Companies that faced death due to the advent of the mobile Internet: Gome, Suning, Tianya, Renren, The9, Eachnet...

The later emerging Internet giants, ByteDance, Pinduoduo, Meituan, Tencent, Didi, Taobao, each grew in the soil of the mobile Internet.

With every major trend, a group of giants will be born, and a group of enterprises will die. The death of a company is a small matter, but if you miss the opportunity in the entire industrial innovation, you may miss an entire era. The arrival of the AI era will be the same.

No one wants to miss the future. Therefore, the competition for AI is inevitable.

And DeepSeek is the fastest train on the AI track that breaks the balance.

01 

"Building a car" is difficult, but there is a very vivid word in the real estate industry to describe getting the dividend: getting on the train.

They compare the rapid rise in house prices to a train. As long as you buy a house and get on the train, you can lie down and enjoy the dividend of the price increase.

In addition to the price dividend, there is another dividend that is difficult for ordinary people to see: the capital dividend. Taking the stock market as an example, the most direct way to enjoy the dividend is to ride the hot concept stocks and transfer low-valued assets to high-valued areas.

Therefore, extending from the "getting on the train" thinking, at the company operation level, there are the logics of: hitchhiking, trailer-hitching, and license plate-faking.

How to "hitchhike" on DeepSeek? Last week, Eureka Smart Home gave a perfect demonstration. Within the five trading days from February 10 to 14, the market value of Eureka Smart Home increased from 21.49 billion yuan to 34.7 billion yuan, increasing by 13.2 billion yuan. The reason is that the company connected to Deep Seek and embraced AI.

During the period of the stock price surge, on February 12, the Lantern Festival, Wang Linpeng, the chairman of Eureka Smart Home, spoke again and said: There are several important things in the new year: First, to participate in the NVIDIA GTC Conference in March; Second, to launch its own large model in the home decoration industry; Third, to establish a smart home research institute; Fourth, to promote the landing of the AI design model room for home decoration; Fifth, to build the largest new energy vehicle delivery center in Beijing.

Concise and clear, AI and new energy are all hit.

Real estate enterprises once also understood this well. It is heard that several real estate companies are inquiring: How to connect to DeepSeek?

The last time real estate enterprises were so excited about the Internet can be traced back to the "Internet +" period.

In the years when the concept of "Internet +" was hot, a large number of listed real estate enterprises also joined the "Internet +" trend. Xinyuan did cloud and robots, SOHO China did shared office, Fantasia and Le Life did community O2O, Contemporary Real Estate did crowdfunding for house buying... Vanke, Country Garden, Evergrande, each had several business lines related to the popular industries at that time.

A real estate public account for "studying knowledge" said that they did well because: "They made good use of leverage to enjoy the market dividend". "Leverage" includes not only capital leverage but also "brand leverage".

The so-called "brand leverage" is to raise the height a bit more.

02

Some real estate enterprises do not hitchhike openly but secretly "trailer-hitch".

In September 2017, Kaisa Group spent 1.758 billion yuan to acquire 21.25% of the shares of the A-share listed company Mingjia United, becoming its controlling shareholder.

After Kaisa Group took over, "Mingjia United" was renamed "Kaiyun Technology", and Guo Xiaoqun, the son of Guo Yingcheng, served as the chairman.

Kaisa Group once planned to inject its Internet, big health and other industrial resources into Kaiyun Technology to promote its transformation from Internet marketing to "Internet +" comprehensive services, and to serve as the listing and financing platform of the Guo Yingcheng family in China, but it failed due to policy and market environment changes.

Kaiyun Technology is just a sample. Around 2015, there were numerous cases where developers sought listing and financing platforms in China through curves such as Internet, big health, finance, and automobiles.

Now, when looking at the "shadow companies" outside the listed systems of enterprises such as Country Garden and Vanke, one can still see a huge, dense and intricate asset network - each company has a direct purpose for its registration and establishment.

The marketing genius Shi Yuzhu once said: Industrialists create social wealth, and capitalists optimize social wealth.

However, many entrepreneurs automatically classify themselves as "capitalists" and "optimize" social wealth to themselves.

When it is too difficult to create wealth and make the business of the enterprise stronger and larger, they start to "take shortcuts", create concepts, and hitchhike on popular concepts.

And DeepSeek and robots are the most popular concepts at present. A group of enterprises follow the trend and follow the trend to "connect (to)".

In this regard, a friend of Xiaoxi commented: "Everyone is looking for a robot to increase the valuation: Now many robot companies follow the trend of research and development, focusing on showing the walking ability. In fact, it doesn't matter whether the robot can walk or not. The key research and development direction should be the hand, because it is because humans have dexterous hands that they can create various tools and solve various problems in daily life. However, the robot that can walk has a good display effect, after all, it looks more like a human."

Regarding this issue, DeepSeek itself answers:

Under the global economic uncertainty, the technology track has become a haven for capital. AI and robots, as representatives of "hard technology", are easily supported by policies and financing, leading enterprises to obtain resources through concept packaging. But the essence of this competition is the ultimate test of the awe of industrial pain points and the engineering capabilities.

This article is from the WeChat public account "Future Habitat", author: Small House, Big Vision. 36Kr is authorized to publish.