Meta universe’s capital feast: the definition is not clear yet, and multiple online courses have earned millions in revenue
Recently, the concept of meta-universe has become very popular, and giants have deployed one after another.
But up to now, the market seems to have not given an accurate definition of Metaverse, and its investment prospects are still unclear.
Although it is not clear whether Metaverse makes money or not, Metaverse training is already quite profitable.
The Red Star Capital Bureau found that many UP owners have recently launched meta-universe science videos, and meta-universe-related books have also achieved good sales results on the e-commerce platform and the knowledge payment platform.
It is understood that some Metaverse paid courses have a daily income of more than 90,000 yuan, and the accumulated income of the institutions behind them has exceeded one million yuan.
However, the Red Star Capital Bureau noticed that the content of many Metaverse training courses are highly similar, and some training content has little to do with Metaverse.
Selling books, selling courses, rubbing traffic... Metaverse training is already making money
As a new outlet sought after by capital, Red Star Capital Bureau discovered on major interactive platforms, "What is Metaverse?" has become a hot search.
The market demand has also given birth to a batch of meta-universe network training courses.
The Red Star Capital Bureau noted that some paid courses have a lot of income.
On the Get App, the price of the online course "Meta Universe 6 Lectures" is 29.9 yuan, and as of the afternoon of November 10, the number of students has reached 36,003.
Regardless of discounts, the total revenue of this online course exceeds 1 million yuan.
In addition, an online screenshot shows that the online course "Meta Universe First Lesson" has 370 new users every day, thousands of daily active users, a total of 7,292 users, and a total of 2,673 paying users; daily income exceeds 90,000 yuan. The accumulated income is as high as 1.5 million yuan or more.
Judging from the screenshot content, this page is the background template of the knowledge service SaaS platform "Little Goose".
The Red Star Capital Bureau contacted Little Goosetong, and the other party stated that it did use his platform in "The First Lesson of the Metaverse," and it was indeed possible to see the number of users and income through Little Goosetong.
However, Xiaoetong only provides technology, and the online class generates a QR code, and the merchants find channels to disseminate it.
As for the specific income of the course, only the business can see it.
On October 27th, investors also asked the employment-oriented vocational education institution Chuzhi Education on the investor interactive platform: Has the company developed courses on Metaverse for training?
The company replied that it is temporarily not involved in business related to Metaverse.
In addition, some UP owners have launched Metaverse popular science videos on platforms such as station B, which also harvested a lot of traffic.
The books related to Metaverse have also achieved good sales results on the e-commerce platform and the knowledge payment platform.
The Red Star Capital Bureau searched and found that the "Meta Universe" and "Meta Universe Token" set (2 volumes) ranked 11th on the JD Yueji New Power Good Book Trend List, and received more than 10,000 comments.
The book is provided as an e-book on the Get APP, and members can read it for free.
It can be said that it is not clear whether Metaverse makes money or not. Metaverse training has already made money.
What is the meta universe?
There is no precise definition yet. Be rational in the short term
In the recent period, Meta Universe has gone out of business, and not only related concept stocks have gained greater gains, but capital and giants have also entered the game one after another.
On October 29, Facebook officially announced that it was officially renamed "Meta", proposing that the company's focus would be to realize Meta Universe; on November 5, Luo Yonghao stated on Weibo, "Our next entrepreneurial project is a so-called Meta Universe company." .
Microsoft announced that it will add 3D avatars and immersive meetings to its own conference and video call software to create an "enterprise version of the meta-universe"; Apple has been exposed to the new VR equipment has entered the testing phase and is expected to be released in 2022; Huawei released the "Star Tower" Layout of Meta Universe; China Mobile's Migu Company announced the evolution of Meta Universe’s MIGU roadmap; Xiaopeng Motors, Tencent, Ali, NetEase, etc. have also applied for registration of Meta Universe related trademarks...
Meta Universe is considered to be the next frontier. However, as of now, the market does not seem to have an accurate definition of Meta Universe, and its investment prospects are still unclear.
According to Wenhui Po, Professor Zhang Cheng, head of the Department of Information Management and Information Systems, School of Management, Fudan University, believes that the origin of Metaverse can be traced back to the last round of virtual reality/augmented reality (VR/AR) boom.
We are now in an era of constant evolution of Metaverse related technologies.
In the future, quantitative changes in technology may cause qualitative changes. If the virtual and the real can be perfectly integrated in the future, it will be the world of the meta-universe.
Zhang Cheng pointed out that the current Metaverse has not yet truly appeared disruptive products and business models, and related technologies are still on a regular development track.
The experience of VR glasses and helmets is not perfect, and the virtual world created by the game is far from the point where it can be highly integrated with reality.
This field is worthy of long-term optimism, but in the short-term, we must remain rational.
CITIC Securities believes that Meta Universe has no standard definition.
Metaverse is the next generation of the Internet in the next 20 years, and the digital existence of mankind in the future.
Metaverse is a series of technologies that "connect dots and lines", which can bring potential beyond imagination and drive product innovation and business model innovation.
The ultimate meta-universe will include: Internet, Internet of Things, AR/VR, 3D graphics rendering, AI artificial intelligence, high-performance computing, cloud computing and other technologies.
The ultimate meta universe still needs great technological progress and industrial innovation, and it may not be possible until 20-30 years later.
The investment advice given by CITIC Securities in the 163-page report is that there is still a longer development path from the ultimate meta universe, and there are more uncertainties.
At the current time, it is difficult to give a short-term benefit investment target for Meta Universe.
expert
No professional, no expert
Meta universe is the typical gameplay of the Internet
The Red Star Capital Bureau noted that there are currently many meta-universe training courses that are highly similar.
The contents of the meta-universe science courses from different websites are basically: the origin and development of the meta-universe, the technology and application scenarios of the meta-universe, and the industrial form and investment strategy of the meta-universe.
A course contact told the Red Star Capital Bureau that their courses are for investors. After learning, they can have a preliminary understanding of Metaverse and master new technologies and industry trends.
For other training courses, the actual content has little to do with Metaverse.
For example, the content of the fourth lecture of "Meta Universe First Lesson" is that lawyer Ding Feipeng deeply interprets "The Central Bank Re-regulates "Virtual Currency Hype".
Mr. Xiao, the co-founder of a blockchain training project, told the Red Star Capital Bureau that Meta Universe is a new Internet concept that is currently sought after by capital, but now to participate in various Meta Universe trainings, "Yes, but not necessary." He believes, " Meta Universe is still in the storytelling stage, and many stocks are soaring. But the concepts have not yet been clarified. New concepts that are not supported by reality may only trigger a bubble in a short period of time."
Pan He Lin, Executive Dean of the Institute of Digital Economy, Zhongnan University of Economics and Law, said that Meta Universe is a capital feast, with no majors and no experts.
Pan Helin said that this is a typical way of playing the Internet.
Start with concepts, make capital sensational, and then attract a large amount of capital into the industry. Listed companies are inspired to tell stories through concepts, some turn stories into reality, and some use stories as financing tools.
Finally, the listed companies that realized the story became a new generation of giants, and those companies that did not realize it, or were ruthlessly squeezed out of the market by market competition, were gradually forgotten in the great waves.
Economist Song Qinghui pointed out that relatively speaking, corporate executives, university teachers and other groups most need to understand Metaverse in order to develop related businesses and teach students in advance. "Ordinary people do not need to participate in related training."
Song Qinghui believes that the only way to avoid falling into this kind of "false and excessive training" is to keep one's eyes open and enhance the ability of self-learning and analysis.
Chengdu Commercial Daily-Red Star News Reporter Wu Danruo