从腾讯阿里等大厂出来创业搞 Web3、元宇宙的人在搞什么

作者：吴梅梅

Author: Wu Mei-mei

来源：IT桔子

Source: IT oranges

政府也在密切关注着元宇宙、Web3，今年1月，工信部在中小企业发展情况发布会上表示表示要培育一批进军元宇宙、区块链、人工智能等新兴领域的创新型中小企业。截止目前，包括北京、上海、广州、深圳等17个城市政府表示支持元宇宙新兴产业发展。

The government is also paying close attention to Yuan cosmopolitan, Web3, and in January this year, the Ministry of Industry and Communications, at its launch on the development of small and medium-sized enterprises (SMEs), expressed its interest in fostering innovative SMEs in emerging fields such as the military cosmos, block chains, and artificial intelligence. To date, 17 city governments, including Beijing, Shanghai, Guangzhou, Shenzhen, and others, have expressed support for the development of new industries in the Woncos.

近几年元宇宙、Web3成为一条新兴的“蓝海”赛道，在这波创业潮中，值得关注的是那些具有大厂背景的Web3创业者，他们在做什么呢？（此处“大厂”泛指知名的大公司，包括BAT互联网大厂、游戏大厂、手机大厂等）

In recent years, the Yuan cosmos and Web3 have become an emerging “Blue Sea” track, and in this wave of entrepreneurial activity, it is worth noting what the Web3 entrepreneurs with a large factory background are doing. (The “large factory” here refers to large, well-known companies, including the BAT Internet, games, mobile phones, etc.)

我们总结出了几类典型项目，包括做游戏的，做元宇宙社交，还有做VR、AR、XR，数字人、3D内容和技术服务方案等业态。

We have summarized several typical projects, including games, meta-cosm socialization, and industries such as VRs, ARs, XRs, digital people, 3D content and technical services programmes.

由于Web3是全新的产业，大家都在摸索期，各个业务的边界不是很清晰，商业模式也尚未完全建立起来，因而我们对项目和产品本身不做评价。

We do not evaluate the projects and products themselves, since Web3 is a brand-new industry, everyone is snooping, the boundaries of operations are not very clear and the business model is not yet fully established.

搞 3D平台，AI大佬获红杉、高瓴、腾讯等1.2亿美元融资

plays 3D platform where Big Ali gets $120 million in funding for Redwood, Highland, Tetsu, etc. /strang >

2021年3月，腾讯集团副总裁、AI LAB人工智能实验室院长姚星从腾讯离职创业，创办元象唯思。就职于腾讯期间，他负责腾讯技术工程事业群的基础技术平台、搜索技术平台和人工智能研发的团队管理和项目开发，并在计算机视觉、语音识别、自然语言处理、机器学习等AI领域从事研究工作。

In March 2021, Yao Xing, Vice-President of RTG and director of the AI LAB artificial intelligence laboratory, left the business and started a meta-opus. During his mission, he was in charge of team management and project development of the basic technology platform, search technology platform and artificial intelligence research and development for the telecommunications engineering community, as well as research in the fields of computer visualization, speech recognition, natural language processing, machine learning, etc.

起初，元象唯思将自己定义为“全真互联网”公司，而这一概念正是腾讯创始人马化腾提出的。但，“全真互联网”这个词汇比较虚幻，不好理解。

At first, metaphysical thinking defined itself as a “all-Internet” company, a concept that was developed by the founder of the troupe. But, the term “all-Internet” is more illusory and difficult to understand.

现在，元象 XVERSE 将企业的愿景描述为——致力打造次世代 3D 内容生产与消费一站式平台，提供大、真、多、轻的崭新 3D 体验，希望助力娱乐、社交、营销、电商等各行业 3D 化，实现每个人自由「定义你的世界」的愿景。

Now, XVERSE describes the vision of the enterprise as -- working to create a one-stop platform for sub-generational 3D content production and consumption, offering a new, large, large, light 3D experience, hoping for 3Dization in industries such as entertainment, socialization, marketing, electricity suppliers, etc., to realize everyone's vision of free "definition of your world".

3D 虚拟世界制作目前有两种常见技术方案：纯端（如 Unity 或 UE ）或纯云（如云游戏）。纯端把计算渲染放在 PC 或手机端，在云上做轻量状态同步，画质好、但对客户终端设备要求高。纯云把计算渲染上云，端上只做视频流解析，降低终端要求，但画质次优、云计算费用也高。

3D Virtual World Production currently has two common technological options: pure end (e. g. Unitity or UE) or pure cloud (e.g. cloud games). Pure end puts a calculation rendering on a PC or a mobile phone end, synchronizes lightly on a cloud, and paints well, but requires high quality, but high requirements for customer terminal equipment. Pure cloud recouples the calculations on cloud, only video flow analysis on end, lower terminal requirements, but also high quality and cloud computing costs.

元象探索了第三种技术路线：端云协同，保证了良好的体验，并可能降低了使用成本。

The metaphysical explores a third technological route: clouds collaborate , ensures good experience and may reduce the cost of use.

据了解，元象获得了总计1.2亿美元的A轮融资，其中A轮由高瓴创投领投，老东家腾讯等跟投；A+轮由红杉中国领投，淡马锡、CPE源峰跟投，老股东高榕资本、五源资本和高瓴创投等自天使轮起持续加码跟投。

It is known that the elephant has received a total of $120 million in A-round financing, of which the A-wheels have been co-financed by Takagi, the Old East, and others; the A-plus wheels have been co-financed by the Redwood China, the Pumazi, the CPE peaks and the old shareholders'capital, the five-source capital, and the High-Surgeon-initiated investments, which have continued to add up and invest since the Angel Round.

图源：元象office产品界面截图

Source: Acoustic Office product interface screenshot

在应用案例上，2021年底，元象 XVERSE 与腾讯音乐娱乐集团（TME）独家合作，打造了线上虚拟音乐节TMELAND，通过3D端云协同技术还原线下音乐节的盛况。据称，未来 TMELAND 将继续运营，提供专属数字岛屿、自由布局景观等功能，并在虚拟世界中满足音乐人在创作工具、成长资源与孵化计划等方面需求。

In application cases, at the end of 2021, the icon XVERSE worked exclusively with the TME to create online virtual music festivals, TMELAND, and to work with 3D clouds to restore the performance of music festivals. It was said that TMELAND would continue to operate in the future, providing features such as exclusive digital islands, free layout landscapes, and meeting the needs of musicians in the virtual world in terms of creative tools, growth resources, and incubation schemes.

搞游戏，他从完美世界(002624)出来做 MetaAPP

playing games, he came out of the perfect world to make MetaAP / strong >

MetaApp联合创始人段进伟是2003年云南省理科状元，清华大学计算机系学士，曾就职于完美世界。

The co-founder of MetaApp was the 2003 science degree in Yunnan Province, a bachelor's degree in computers from the University of Qinghua, who worked in the perfect world.

MetaApp隶属于北京展心展力信息科技有限公司，成立于2017年，已获得1亿美元C轮融资。截至2021年10月，公司员工数量已超过500人。

MetaApp is affiliated with Peking Hearts and Power Information Technology Ltd., which was established in 2017 and has received $100 million in C-round financing. As of October 2021, the number of employees in the company exceeded 500.

MetaAPP历史融资信息，图源：IT桔子官网

MetaAP Historical Finance Information, Source: IT Orange Officer Network

段进伟认为，很多游戏从业者普遍的梦想与职业规划是进大厂先做10至20年，赚到第一桶金，再出来做一个自己真正想做的、有意思的游戏。但传统游戏行业的痛点是研发和买量推广成本高昂、创新风险大、创作原子化程度低等，导致中小创作者即使有好的创意也难以真正落地。

But the pain of the traditional game industry is the high cost of research and development, the high risk of innovation, the low degree of atomization of creation, and so on, which makes it difficult for small and medium-sized creators to actually get down to the ground even if they have good ideas.

MetaApp公司核心产品是其发布的MetaWorld编辑器，这是一款为游戏开发者提供的3D创作工具和社区，采用易上手的低代码编辑器，拥有丰富的美术和资源库，大幅降低了创作门槛，发布上线后平台可推广、分发。

The core product of MetaApp is its publisher, the MetaWorld Editor, a 3D creative tool and community for game developers, which uses easy-to-hand low-code editors, has a rich pool of fine arts and resources, significantly reduces the creation threshold, and post-line platforms can be promoted and distributed.

据官网信息，MetaApp联运合作20万款游戏，其中游戏代表作233乐园在2021年的MAU突破6000万。

According to the official network, MetaApp co-operated with 200,000 games, of which the game represented the breakthrough of 60 million in the MAU in 2021 in Paradise 233.

此外，今年7月底，MetaApp开始了对外投资，参与投资了美国一家Web3初创游戏公司P12的800万美元种子轮融资。

In addition, at the end of July this year, MetaApp began investing abroad, participating in $8 million in seed rotation financing for P122 of a United States-owned video game company, Web3.

搞元宇宙娱乐/社交，腾讯、IDG资本都投了他

> > >. >................................................................................... strong...............................................................................

2018年底，前魅族科技高级副总裁、Flyme总裁杨颜离职创业，创办深圳奇妙能力科技有限公司。此后，其主导开发了奇妙派对APP这一基于虚拟形象的娱乐社交产品和另一款app“呜呀”。

At the end of 2018, Yang Yan, the former Senior Vice-President of Xinjiang Science and Technology and President of Flyme, left the business and started Shenzhen Wonder Technology Limited. Since then, he has led the development of a wonderful party, APP, a virtual image-based entertainment social product and another app.

目前，奇妙派对在媒体、PR方面宣传较少，仅能从官网和公开层面了解到一些信息。

At present, wonderful parties are less popular in the media, PR and receive information only at the official network and public level.

奇妙派对通过声音切入元宇宙交友场景，结合了3D 虚拟形象、炫酷舞台、连麦唱歌/聊天、声音匹配等社交玩法。

By cutting into the meta-cosm sorority scene, the wonderful party combines 3D virtual images, cool stage, wheat singing/talking, sound matching, etc.

用更形象的说法，可以称奇妙派对为一个3D“云蹦迪”应用，它通过专属3D虚拟形象、线上Livehouse、线上KTV歌房等多种形式让用户在虚拟社区内交友。

In a more visual way, a wonderful party can be described as a 3D "crowding" application that allows users to make friends within the virtual community through exclusive 3D virtual images, online Livehouses, online KTV studios, etc.

线上社交App往往会沦为“看脸的世界”，照片是打开社交大门的钥匙。然而，在虚拟元宇宙，用户可以捏脸换装，创作自己的专属3D形象，既有效还原了线下社交、K歌的见面体验，又脱离了现实，带着新奇感。

The online social app often turns into a “face-to-face world”, and the photo is the key to opening the social door. In the virtual metaspace, however, users can change their faces and create their own 3D-specific image, effectively undoing the underline socialization, K-song encounters, and away from reality, with a new sense of wonder.

总的来看，奇妙派对这一产品融合了元宇宙、社交、直播这三类元素。

In general, the wonderful party product combines the three elements of the meta-cosm, socialization, and live broadcasting.

图源：奇妙派对官网

Source: Miracle Party Officer Network

值得注意的是，2020年、2021年，奇妙派对分别低调地完成了两轮融资，融资金额在数千万美元级别；投资方包括互联网大厂腾讯、A股游戏公司三七互娱(002555)和头部风投机构IDG资本。其他更多信息并未透露。

It is worth noting that in 2020 and 2021, two rounds of financing at tens of millions of United States dollars ($) were quietly completed by a wonderful party; the investors included Internet giants, A-players, thirty-seven games (002555) and headwinding agency IDG capital. No further information was revealed.

搞 VR/AR/XR，阿里 AI 高管离职创业搞 XR 获字节投资

for VR/AR/XR, Ali executive for XR acquisition investment

今年1月，刚成立三个月的杭州李未可科技有限公司宣布获得字节跳动关联公司北京量子跃动科技有限公司投资，后者持股比例为 20%。

In January of this year, the Hangzhou Lee Unco Technology Ltd., which was only three months old, announced an investment in the byte beating association Beijing Quantum Jump Technology Ltd., which holds 20 per cent of the shares.

杭州李未可科技创始人、CEO为茹忆，曾担任阿里巴巴人工智能实验室(A.I.Labs)智能终端负责人，具有智能硬件方面的丰富经验；他也曾是天猫精灵的产品总经理、小米电视合伙人，参与打造了小米电视和阿里巴巴第一款人工智能语音助手天猫精灵。

The founder of the Hangzhou Lee UncoTechnology and founder of the CEO, who was the head of the A.I. Labs Smart Laboratory in Alibaba, has extensive experience in intellectual hardware; he was also the general manager of the products of the Tincat Smurf, a partner in Mi TV, who was involved in the construction of Mi TV and Alibaba's first artificial smart voice assistant, the Cat Smurf.

李未可布局 XR 赛道，并计划在今年推出量产的 XR 眼镜。所谓XR，即扩展现实（Extended Reality），是AR（增强现实）、VR（虚拟现实）、MR（混合现实）等多种人机交互、虚拟与现实交互技术的统称。

Lee can't set up the XR track, and plans to launch a mass XR glasses this year. The XR, or Extended Reality, is a generic name for a variety of human interactions, virtual and reality-based technologies, such as AR (enhanced reality), VR (virtual reality), MR (mixed reality).

公司开发了同名虚拟 IP“李未可”，茹忆将她形容为“Siri 之于 iPhone”，“李未可”不是工具型的虚拟人，她会在 XR 眼镜中通过 AI 与用户交互，她可以投影到现实中，成为用户现实生活中的一位NPC，在某些特定场景中承担特定角色。

The company has developed a virtual IP "Li Unko ", who is described by M. as "Siri for iPhone ", "Li Unko" is not a tool-type virtual person, who interacts with users through XR glasses, and who can project into reality and become an NPC in the user's real life and assumes a specific role in some particular context.

茹忆说认为，未来在数字孪生基础工具的普及下，用户可以用虚拟身份来到AR的场景中，以‘李未可’的虚拟世界为中心，去实现人与人之间在特定场景中的社交。

Rumor has been expressed that in the future, with the spread of digital twin tools, users can use their virtual identities to come to the AR scene, centred on the `Virtual World of Lee', in order to achieve socialization among people in specific settings.

虚拟数字人 李未可

Virtual Digital Man Lee

除阿里高管茹忆外，另外一位从小米离职的高管尚进也在创业做VR。

In addition to the memory of Ali, another senior manager, who left Mi, is also starting a business as VR.

北京原野科技创始人尚进是一位IT行业资深老人了，1999年，大连理工大学物理系毕业生尚进加盟金山任WPS研发组程序员，后一路升任金山北京研究院总监、总裁（雷军）技术助理；2003年他组建金山烈火工作室，推出了作品《封神榜》；2005年尚进参与组建搜狐畅游的前身火狐工作室，在其作品《天龙八部》推出后离开搜狐公司。

The founder of the Beijing field technology was a senior IT industry senior, and in 1999 the graduate of the Faculty of Physics of Dalian Polytechnic University was joined as a WPS research programmer and subsequently promoted to the post of Director-General and Chief Executive Officer (Rai Army) Technical Assistant of the Beijing Institute in Jinshan; in 2003 he formed the Golden Mountain Fire Studio and launched the " Seal List " of works; and in 2005 he participated in the creation of the former Fire Fox Unit, which he left after the launch of his work " Dragon Eight ".

从搜狐离开后，尚进有过数次的创业经历，基本围绕游戏方向，比如做过麒麟游戏。

Since the search for the fox left, there have been a number of entrepreneurial experiences, mostly around the direction of the game, such as having played the americium game.

2014年1月尚进加盟小米，担任小米游戏中心总经理。2022年1月，小米公告原集团副总裁、中国区新零售部总经理尚进因个人原因离职。离开了履职8年的小米后，尚进又创业了。

In January 2014, he became General Manager of the Mi Game Centre. In January 2022, Mi announced that the Vice-President of the original group and the General Manager of the New Retail Department of China District had left for personal reasons. After leaving his post for eight years, he started his own business.

今年3月，北京原野科技有限公司注册成立，尚进任该公司大股东，持股80%；另外原小米游戏中心负责人刘泱也是主要股东，持股20%。

In March of this year, the company was registered as a major shareholder, with 80 per cent of the shares, and Liu Xian, the former head of the Mio Game Centre, was also the main shareholder, with 20 per cent of the shares.

原野科技的团队成员大都来自VR硬件公司以及知名游戏公司，具有多年VR交互设计经验。同时，公司宣称采用最新“虚幻5”引擎进行产品开发。

Field technology’s team members, mostly from VR hardware and well-known game companies, have many years of interactive design experience. At the same time, the company claims to be using the latest “false 5” engine for product development.

搞数字人，原阿里影业 leader 创业做影视 3D 内容引擎

> >. . >...............................................................................................

今年2月，深锶科技宣布完成总额超千万美元融资，其中天使轮由源合资本投资，金沙江联合投资了Pre-A轮，SIG投资了Pre-A+轮。

In February of this year, Pro-A and SIG announced the completion of over $10 million in financing, with angel wheels invested in co-generation capital, the Pre-A and the Pre-A+.

深锶科技创始人、CEO陈冬元毕业于清华大学，曾任阿里影业产品技术负责人，对好莱坞电影制作中的3D、AI和计算机视觉技术有较深积累。

The founder of deep-seated technology, CEO Dongwon Chen, graduated from the University of Qinghua and was a technical director of film production in Ali, with a greater accumulation of 3D, AI and computer visual technology in Hollywood film production.

深锶科技以自研XR引擎为基座，面向电商、直播、XR演唱会、商业发布会、社交媒体传播、虚拟人助理和客服等多应用场景提供SaaS化虚拟制片服务。将实时3D互动内容制作能力像Canva或Figma一样，以更低的门槛提供给B端客户。

Deep sorghum technology, based on self-research XR engines, provides SaaS-based virtual production for multi-applications such as electricians, live broadcasts, XR concerts, business fairs, social media dissemination, virtual assistant and customer service. Real-time 3D interactive content production capabilities like Canva or Figma are provided to B-end clients at lower thresholds.

虚拟人是XR创作工具最主要的应用方向之一。深锶科技联合创始人兼CTO徐昊向36氪介绍：“可以实时互动的4K高清照片级真实感的虚拟数字人，表情和动作非常微妙，特别是当他动起来还要显得真实的话，背后有非常大量的图形渲染、几何处理和物理模拟的工作。之前为什么大家一直都没有做得很好，是因为涉及的算法逻辑太复杂，或者说计算量太大。在过去的2021年里，深锶科技投入了大量的时间和精力，从技术底层及核心算法上逐层突破，仅一年内，已经在人体的三维重建、真实感图形渲染和云原生SaaS服务等多个关键技术领域取得重大进展。”

Virtuals are one of the most important applications of XR creative tools. The co-founder and co-founder of the deep sorghum technology and CTO Xueng introduced to 36 kryptons: “A virtual digital man with a real-time interaction of 4K high-level photo truths, with a subtle look and movement, especially when he moves to be real, with a very large amount of graphics, geometry, and physical simulation behind him. Why has everyone not done so well before, because the algorithmic logic involved is too complicated or too much counting. In the last 2021 years, deep sulfur technology has invested a great deal of time and energy, breaking from the bottom of the technology and from the core, and in just one year, significant progress has been made in a number of key technological areas, such as the reconstruction of the human body's three dimensions, the creation of the real picture and the original Saa service.”

深锶科技打造了自己的虚拟人IP 安若菡

Deepen technology created its own virtual IP, Ann Rhodes.

搞去中心化的社区，网易系创业做Web3笔记产品让原创内容NFT化

decentralised communities where >, , , , , , < < >, , < < >, . >. >....................................................................................................................................................................................................

郑小岳，曾在网易杭州担任手游业务线负责人和影视内容业务负责人，2017年创立阶之形公司(Metanotey母公司)。2019年开始投入Web3的浪潮，开发了Metanotey笔记社交产品，目标以笔记为起点，打造一款集合钱包功能、NFT铸造、展示、交流功能的去中心化社区平台。不过，该产品主要面向的海外用户群体。

Cheng Xiaoyu, who was the head of hand-held business lines and director of video content operations in the state of Il-Hung, started a wave of Web3 in 2017, and developed the Metanotey notes social product with the aim of building a centralized community platform with notes as its starting point, the NFT casting, display, and communication functions. However, the product is primarily aimed at overseas user groups.

Metanotey官网展示的产品Demo

The product shown by the Metantatey network of officials, Demo

相比Web2社交媒体，Metanotey的主要特点是通过以太坊/Polygon链的区块链协议将原创内容、所有权通证化，支持用户将主页Mint为Profile NFT 一直跟随用户，并且支持免费任意生成NFT和一键发布OpenSea, 将NFT笔记所有权和token绑定。

Compared to the Web2 social media, the main feature of Metanotey is to bind the ownership of the NFT notes and totken through a block chain agreement using the Taiyo/Polygon chain, to support users to follow the home page Mint as Profile NFT, and to support free and random generation of NFT and first-key release of OpenSea.

据报道，美国知名风投机构Andreessen Horowitz 加密合伙人 Denis Nazarov 在2021年创立创立去中心化内容发布平台Mirror，头部去中心化借贷平台Aave 团队也在今年2月推出去中心化社交媒体 Lens Protocol，支持用户以NFT形式拥有和控制其所创作的所有内容。

It was reported that Denis Nazarov, an encrypted partner of the well-known United States winding agencyressen Horowitz, created Mirror in 2021 to create a decentralized content distribution platform, and that the Aave team of head decentralized lending platforms launched Lens Protocol in February this year to decentralize social media to support users to own and control all the content they create in the form of NFT.

假如内容从上云到上链，原创内容会得到更好的保护吗？内容的传播是如何被控制的？这些问题值得探讨，也有待验证。

Would original content be better protected if it went from the top cloud to the upper chain? How is the dissemination of content controlled? These questions deserve to be explored and tested.

除了以上Web3的应用场景，其实，从大厂出来的创业者有很多在搞区块链，比如区块链钱包、支付、数字货币、基于区块链技术的，主要涉及金融、媒体等方面。

In addition to the above-mentioned Web3 application, many entrepreneurs from large factories are working on block chains, such as block wallets, payments, digital money, block-chain-based technology, mainly in the areas of finance and the media.

例如，Discuz!、腾讯集团出身的创业者张翔，2018年创办了区块链一站式商业数据研究追踪平台BlockData，为用户提供及时的数据服务以及区块链资讯。2020年9月，CB Insights|收购了这家区块链数据服务商。

For example, Discuz!, a business start-up from the Tetsu Group, set up BlockData in 2018 to provide users with timely data services and block chain information. In September 2020, CB Insights acquired the block chain data service.

诸如此类，不再一一枚举。

That kind of thing, not one more.

Web3作为一个新兴的产业，尽管目前我们无法对其作出评价，只能学习和探索。但综上所述，不难发现两点：一，Web3赛道非常广阔，其包含的范围和使用场景也很广，但核心离不开3D、数字化显示、5G、区块链等基础设施的支持和投入。二，VC机构和资本对这一赛道表现出了浓厚的兴趣，包括腾讯、字节跳动、高瓴、红杉中国、IDG资本都出手了，Web3赛道未来可期。

As an emerging industry, Web3 can only study and explore, although it is not currently possible to evaluate it. But it is easy to find two things: first, the Web3 track is vast and its scope and use is wide, but the core is supported and invested in infrastructure such as 3Ds, digital displays, 5Gs, block chains, etc. Second, VC institutions and capital have shown a great deal of interest in the track, including tethers, byte beats, highs, redwood China, IDG capital, and the future of the Web3 track.

中央纪委国家监委在2021年12月发表文章《元宇宙如何改写人类生活》，其中提及——要理性看待元宇宙带来的新一轮技术革命和对社会的影响，不低估5-10年的机会，也不高估1-2年的演进变化。

In December 2021, the CAC's National Monitoring Committee published an article, " How the meta-cosmos can rewrite human life ", in which it was mentioned that did not underestimate the opportunity of 5-10 years or overestimate the evolution of 1-2 years , in order to take a rational view of the new technological revolution brought about by the meta-cosmos and its impact on society.

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