Metauniverse is a potential path to common prosperity. A good vision can lead the metauniverse to a good development direction
At present, there is no standard definition of the meta universe, and the attitude of all parties to the meta universe is not always positive. The criticism of the meta universe runs through the development of things. At present, there is no answer to the question whether human beings should embrace the stars and the sea or move towards virtual reality to be more conducive to their survival. However, it can not be denied that moving towards virtual reality is the direction with less resistance at present. The emergence of meta universe has a certain improvement significance to the real world
The production function in the ideal meta universe world improves the weight of manpower in production, reduces the impact of physical materials on production, and finally realizes the goal of reducing the inequality of social wealth distribution by affecting the capital / income ratio. Identity determines value, so numbers, imagination and creativity become means of production. The distribution imbalance caused by the exclusivity of land and capital is expected to be disintegrated by the advanced setting of the meta universe
The value created by Dao is an important part of the production organization, not the value created by users. Economic behavior and digital behavior can be blockchained and accurately quantified. Dividends and market value growth are not just the patents of shareholders of traditional joint-stock companies. Each participant of Dao can enjoy Dao dividends and market value growth matching their own contribution. The economic system constructed by yuancosmos from the tool level and method level can realize the ideal form of distributed finance. The distribution dominated by Dao organization provides an excellent solution for realizing common prosperity
Development and investment choice of technology path. Technology is neutral. From “technological change” to “industrial change” and then to “ultimate integration”, the meta universe will gradually mature. The focus of short-term investment is still on infrastructure hardware and underlying technology. From the perspective of industrial development order, metauniverse depends on the improvement of infrastructure. Therefore, the development of XR interactive equipment, communication network construction, cloud computing platform, AI computing chip and content engine creates the first round of investment opportunities. In the long run, technology is neutral. In the short term, we should not overestimate the rhythm of technological progress, and in the long term, we should not underestimate the grand narrative. At present, most companies with large Internet platforms are born in web2 0 era, the bottom thinking lacks Web3 0 gene should not overestimate the success probability of realizing the transformation of its checkpoint application entrance. The future giant may still be at the end of the world at present
The evolution of the organizational route is inseparable from the top-level design of the government. The meta universe has the attribute of public goods, and South Korea has given a development model. In terms of investment, we suggest paying attention to the national communication platforms represented by China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) and the three major operators have set up the meta universe industry committee, issued the industrial self-discipline convention and started to formulate industrial standards, which is the company most likely to undertake the basic setting tasks of the potential government and build a national meta universe public platform, The future meta universe platform is likely to be a license business, and the implied transformation value of the three operators is worth reassessing.
Risk warning: policy supervision risk; Infrastructure construction, technological progress and the landing speed of civil Hardware did not meet expectations
