Guide
THECAPITAL
Founder and CEO of Tess alliance Ai Yu
For technology enterprises such as Teslian, we always adhere to the operation and development of the main channel, continue to increase investment in research and development and innovation, continuously enhance the intrinsic "value" of enterprises, and create more social value.
This article totals 4471 words, about 6.3 minutes
Author | Wu Qiong Edited by | My people
Source | Rongzhong Finance
（ID：thecapital）
Since its establishment in 2015, Tessellation has gone through 7 years of time and has achieved rapid development, going through the 1.0 hardware-as-a-service stage, the 2.0 solution-as-a-service stage, and now it has come to the 3.0 city-as-a-service stage, and is constantly exploring the 4.0 operation-as-a-service stage. As a city-level intelligent Internet of Things integrated service provider, Tesslink focuses on the application scenarios of four major cities of buildings, communities, parks and urban areas, drives the intelligence of urban space management with AIoT (Artificial Intelligence Internet of Things), and provides corresponding software and hardware and end-to-end integration services.
In recent years, the intelligent construction of cities is changing from smart cities to artificial intelligence cities, making the intelligent construction of cities face a new competitive situation. Different from the smart city solutions provided by other technology companies, Teslian's products are a whole with top-level design, software, hardware, buildings, infrastructure, cities, operations, services, etc., and this whole can continue to evolve, thereby solving the problem of data islands and effectively helping cities become smarter.
As the earliest enterprise to lay out the AIoT ecosystem, Teslian is quite favored by the primary market, and the investors include Top Investment Institutions and Head Enterprises at Home and Abroad such as Everbright Holdings, IDG Capital, CITIC Industrial Capital, JD.com, SenseTime, iFLYTEK, Investcorp and so on. In this regard, Ai Yu, founder and CEO of Teslian, said that the reason why it is recognized by capital is inseparable from the company's own hard power, and in the future, with the help of a rich investor ecosystem, Teslian will be committed to empowering low-carbon smart cities with AIoT, and at the same time building core competitiveness with city-level intelligent Internet of Things platforms.
Rongzhong Finance (ID: thecapital) interviewed Ai Yu, founder and CEO of Tessuni, and the following is the interview content for readers.
Rongzhong Finance: What stages has your company's development gone through? What challenges have you encountered? How to overcome? At present, what are the company's main business lines and products? Where are the profit points?
Aiyu: Since its establishment in 2015, Tessellum has been committed to becoming the world's leading integrated service provider of ecological smart cities, empowering carbon-neutral smart cities with AIoT (Artificial Intelligence Internet of Things), and has gone through the stages from the 1.0 Device as a Service stage and the 2.0 Solution as a Service stage to the 3.0 City as a Service stage. And is moving towards the highest level of 4.0 Operation as a Service.
In the construction of smart cities in the past, the core difficulties were mainly concentrated in the discrete nature of urban data. At present, the average degree of digitization of the city as a whole is still low, and the data of urban core scenarios such as energy, security, retail, and travel are often precipitated in different subjects, and the flow and collaboration of data cannot be realized between each other, so it is difficult to provide residents with a good digital and intelligent experience.
Based on this, Tession independently developed the CITY-level operating system of TACOS (Terminus AI CITY Operating System), which centrally manages the software, hardware and ecology of the entire city. Different urban smart scenario solutions, just like different APPS linked in Android or iOS operating systems, can be freely deployed by city operators. Through TACOS, Tesslink connects various software and hardware in the city downwards, becoming the basic base of the city; upwards to become a city-level "AppStore", including energy, automatic driving, retail and a series of intelligent vertical solutions are rooted in various "applications" in this ecology. From the underlying hardware perception, mid-range SaaS services and top-level innovative urban technology services, Tessell provides a complete set of urban intelligent solutions for city managers. At present, TACOS has gathered more than 1,000 ecological partners, and Tess alliance will work with ecological partners to jointly provide joint services around urban intelligent scenarios.
Based on the TACOS base and AIoT scenario-based application, Tessell is making every effort to build a carbon-neutral smart city. Since its inception, Tess alliance has begun to accumulate smart energy technology to achieve a significant reduction in energy consumption. Nowadays, Tession has established a full range of carbon neutral products and ecology from technology, production, education and research, applications, etc., and has successively established AI CITY, an artificial intelligence city benchmark. In the "AI PARK" pilot station of Tessuni Future City AICITY, as an ecological park that uses AIoT technology to monitor carbon emissions throughout its life cycle, it has taken the lead in achieving "net zero carbon emissions" in the operation stage, setting an industry benchmark for low-carbon cities.
Now, Tesslian "AI CITY" has landed and started in Chongqing, Deyang, Wuhan, Dubai and other places. With the completion of more and more AI CITIEs, a huge intelligent city network effect will be generated.
Tess Lian Chongqing AI PARK real picture
Rongzhong Finance: In your opinion, what changes have your company experienced in the artificial intelligence/big data/enterprise service track market in the past two years? What new competitive landscapes are emerging?
Ai Yu: In the past two years, the intelligent construction of cities is changing from Smart CITY to AI CITY (artificial intelligence city).
Today, city managers are finding that cities aren't getting smarter after investing heavily in smart cities: this is due to different solution providers, resulting in data silos that are not connected together through a top-level design platform, resulting in great waste.
Therefore, urban intelligent construction needs to change from decentralized to holistic, intensive investment at the top-level design level, and must be completely led by a leader.
Solution providers of urban intelligent construction have also moved from competition to cooperation, and through a CityOS basis, their own value can be maximized in different application scenarios.
Rongzhong Finance: At this stage, how is the development of the industry segmentation track where the company is located? How invested is your company in R&D? Where are the core competitiveness and moats?
Ai Yu: The Chinese government has given support and guidance to the vigorous development of smart cities. In the "14th Five-Year Plan" and the outline of long-term goals for 2035, it is pointed out that it is necessary to accelerate digital development and drive changes in production, life and governance methods with digital transformation as a whole. According to a 2019 report released by the McKinsey Global Institute, "Smart Cities: Digital Solutions to Make the Future More Livable", China's smart city market has grown at a compound annual growth rate of 33% in the past five years, and the size of the market will reach nearly $4 trillion by 2022. Urban intelligent construction has a huge commercial market and broad development prospects.
The competitiveness and moat of Tessil is that, unlike the smart city solutions provided by other technology companies, Tesslian's products are a whole with top-level design, software, hardware, buildings, infrastructure, cities, operations, services, etc., and this whole can continue to evolve.
Based on this concept, TEX relies on TACOS and drives urban intelligent bodies with data through the continuous evolution of OTA (Over the Air) capabilities, so that cities are getting smarter and smarter, always maintaining technological innovation and leadership, and ultimately allowing everyone to enjoy a real-time interactive smart city experience.
In this regard, Tesslian has also bred competitive products in many important tracks, such as our super intelligent terminal - Titan series intelligent robots, which have realized multi-dimensional all-round services such as logistics distribution, killing, patrol control safety, navigation, brand image display, and IP creation. At the just-concluded Dubai World Expo, As the official designated robot partner, Teslian Robot provided more than 150 robots to provide a variety of intelligent services for on-site tourists, with a cumulative working time of more than 50,000 hours, more than 11 million visitors, more than 650,000 voice interactions, and a mileage of more than 470,000 kilometers, realizing more than 100 robots serving the world's top event, truly realizing human-machine coexistence, and providing one-stop scenario-based intelligent services.
Texlink provides more than 150 robots to provide intelligent services for expo dubai
Behind this, Tess link has spared no effort in the field of smart city and urban carbon neutrality, and we have gathered a group of excellent R&D talents. At present, Tesslian has dozens of doctors, and recently, Tesslian has the honor to invite two International Electrical and Electronics Engineers Association Fellows (IEEE Fellows) and world-class scientific celebrities to join the Tessian family, firmly cultivating in the field of urban science and technology, and helping to improve human life with scientific and technological innovation.
Rongzhong Finance: In your opinion, what pain points and bottlenecks in this industry need to be solved in the next one or two years?
Ai Yu: In the future, AI must be deeply integrated with business scenarios. In the past, people may think that AI is a luxury, but the price is expensive and practical, but the future AI technology will be more functional, and people can use AI in more scenarios. Therefore, the future AI landing must be a combination of scene-driven and user needs.
Rongzhong Finance: How do you think your company is growing? Where is the room for expansion?
Ai Yu: Just as the era of mobile networks gave birth to smart phones and the Internet of Vehicles stimulated the intelligent automobile revolution, in the era of 5G +AIoT, the city, as the aggregation carrier of vertical scenes and the most important bearing space of the industrial economy, will also usher in a change of "intelligent new economy".
2021 is known as the "First Year of the Smart New Economy". Facing the vast market space for urban infrastructure construction, the intelligent new economy will open up trillions of market space in the process of improving their efficiency, which is also the opportunity of Tess alliance.
At the same time, the smart new economy requires that the cities of the future must be green and sustainable. As the representative enterprise of the new technology sector under the strategic layout of 'three majors and one new' of Everbright Group and the core strategic platform for the development of Everbright Holdings in the new economic field, Teslian will also be committed to providing rich urban scenarios and technical support for the effective landing of carbon peaking and carbon neutrality in the technology industry.
With TACOS as the engine, Tessuni provides a complete set of distributed integrated energy solutions from building automation, smart home, efficient computer room, super energy control AI energy cloud, etc., to provide integrated energy services for the whole life cycle of buildings, empowering buildings, communities, parks, urban areas and other scenarios.
In addition, Tess-United actively cooperates with industry alliances and universities to promote carbon-neutral undertakings: including jointly carrying out carbon neutrality joint research projects with Tsinghua University and Tongji University, and being selected as a leader in the MIT Science and Technology Review Future City Special Report; and cooperating with Plug and Play and intelligent new economy industry alliances to host a series of carbon neutrality theme activities to discuss the road to low-carbon development.
In December last year, Tessa also joined the Carbon Peak Carbon Neutrality Expert Group, headed by Xie Ji, former inspector of the Climate Department of the National Development and Reform Commission. In the future, Tessian will serve as the chairman unit of the "Green And Intelligent New Economy Industry Alliance", promote government-industry coordination, and guide the standard construction in the field of green and intelligent new economy with cutting-edge views.
Rongzhong Finance: At what stages of development is the company looking for capital support? What aspects should I look at when choosing an investment institution? Is there a new round of funding? What capital changes have occurred in the investment and financing market?
Ai Yu: As one of the earliest enterprises to lay out the AIoT ecosystem, Tession has always been favored by the capital market. Since its establishment in 2015, the company has completed multiple rounds of financing, investors include Everbright Holdings, IDG Capital, CITIC Industrial Capital, JD.com, SenseTime, iFLYTEK, Investcorp and other top investment institutions and head enterprises at home and abroad, Teslian's shareholders are both industrial investors and financial investors, and the company's shareholders have formed a relatively rich ecosystem.
When choosing investment institutions, on the one hand, Teslink values the long-term companionship of investment institutions, shareholders such as Everbright Holdings, IDG Capital, SenseTime and other shareholders continue to be optimistic about the company's layout AIoT ecology, and all participate in the company's multiple rounds of financing; they also value the strategic resources and synergies of investors, since JD.com, SenseTime, iFLYTEK and other technology companies have invested, Teslian has continuously strengthened strategic synergy and business cooperation with shareholders, september 2020, Internationally renowned investment institution Investcorp announced the official completion of its investment in Tessuni, further expanding the company's international investor camp and boosting the company's business layout to internationalization. As the official chief partner of Expo 2020 Dubai, Investcorp will help Tessyll to further expand the global market, promote the company's overseas business and actively introduce more overseas strategic investors for the company. At present, the company is also planning a new round of financing, and there will be some new large institutional investors to join in the near future, which will bring greater synergy to the company's strategic development.
Teslian is recognized by capital and the company's own hard strength is inseparable, Teslian through the city-level artificial intelligence operating system TAKOS to connect intelligent facilities, for the 4 types of urban scenarios to create intelligent, interactive, collaborative, temperature end-to-end integrated solutions, empowering the sustainable development of the city. At the same time, Tessell focuses on the "double carbon strategy", by focusing on technical energy saving, building an energy monitoring platform based on TACOS, focusing on upgrading the "carbon neutral" algorithm and creating a "carbon neutral" robot, using AIoT technology to empower low-carbon smart cities, and taking the lead in landing carbon neutrality model rooms nationwide. In addition, the company and ecological partners launched the "Powered by TACOS" ecological joint solution, through WHICH empowers and aggregates ecological partners to jointly create the world's leading city-level artificial intelligence Internet of Things ecological platform.
Looking at the investment and financing market, it can be described by the words "change" and "unchanged". "Change" is reflected in three aspects: first, in the post-epidemic era, the global economic structure has entered a reshaping period, bilateral and multilateral trade frictions have intensified, and some countries have implemented economic stimulus plans, further exacerbating the uncertainty of the global economy. In contrast, in China, with the different directions of regulation and control of domestic market policies, the education industry, the real estate industry and carbon neutrality, new energy vehicles, artificial intelligence and other industries have shown completely different development trends. Another aspect of "change" is reflected in the switching of hot spots, and cutting-edge technology enterprises have become hot spots for market chase. In the next decade, new opportunities represented by cloud native, artificial intelligence, AIoT, chips/semiconductors, new materials, new energy, etc. will become new hot spots for investment, and the trend of investment boom shifting from model innovation to scientific and technological innovation has been very obvious. The third significant "change" is that more state-owned investment platforms are involved in the development of real industries. Different from the short-term and high-return investment characteristics of traditional market-oriented funds, government funds pay more attention to the long-term healthy development of enterprises, in addition to financial support, but also provide diversified resource support for enterprises, including land resources, policy subsidies, tax incentives, talent support, etc., to better escort the benign development of enterprises.
The only "unchanged" is to focus on "value return". For technology enterprises such as Teslian, adhere to the operation and development of the main channel, continue to increase investment in research and development and innovation, continuously enhance the inherent "value" of enterprises, and ultimately create more social value. This is the key to further enhancing our core competitiveness and seeking strategic sustainable long-term development.
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