后互联网时代，谁会是新的巨头？京东、滴滴，都不是
互联网时代，在搜索、电商、社交上涌现了三大巨头，搜索巨头——百度，电商巨头——阿里，社交巨头——腾讯，合称BAT。三大巨头分别在自己所在的领域合纵连横，通过十几年的发展，形成各自的生态圈，成为中国互联网的三座高峰。
十几年中，虽然不断有新的势力试图挑战BAT这三座高峰，携程、京东、滴滴、美团都称得上实力强劲的挑战者，但都止步于BAT十几年来形成的强大生态护城河，京东、滴滴、美团、携程先后都被BAT收编，成为BAT生态圈的一份子。其实四大小巨头被收编也很好理解，都没有熬过规模盈利期 ，没有规模盈利就无法持续稳定发展。特别是持续在研发上的高投入。没有核心利器自然无法在超级烧钱的互联网科技领域站稳脚跟。
唯一例外的只有小米和今日头条，没有被BAT染指。这两个新贵之所以没有被BAT染指，根本原因在于他们成功避开了BAT生态圈最关注的领域。小米以互联网为打法成功开辟硬件领域，并快速形成自己的软硬件生态。而今日头条则以信息流为导向，在没有引起BAT关注的有利条件下迅速做大，成了除BAT之外新的两巨头。之所以敢称小米和今日头条为两巨头，是因为小米和今日头条都实现了规模盈利。其中小米前三季度盈利已经达到100亿，对于一个成立只有八年的公司已经是奇迹。今日头条没有上市，虽然没有公布今年的财务数据，但从2017年的150亿的营收，净利45亿，2018年营收保300亿冲500亿来推测，2018年利润超过70亿是大概率事件。有了足够的盈利，就能保证高强度的研发投入。小米、今日头条的研发员工保守统计都在10000名以上，10000人的研发团队也是PKBAT三巨头的起点。更难能可贵的是，今日头条为了招揽优秀人才，在招聘研发岗位时开出的薪酬已经不次于BAT，甚至不惜开出高过BAT的薪酬来延览人才，没有雄厚的利润做后盾，是无法做到的。
小米、今日头条的崛起，在资本市场上同样引起了强烈反响，小米在印度、欧洲等海外市场所向披靡的同时，在港股大盘低迷的不利情势下，小米股价也开始触底反弹。今日头条在最近完成的一轮融资中，资本市场同样给出了750亿美元的高估值，这是除阿里旗下蚂蚁金服1500亿美元估值外，全球第二高的独角兽。
所以，未来十年我国将有六巨头PK海外的FAAMG（苹果、亚马逊、脸书、谷歌、微软），如果从广义上来讲，我国还有更多的科技巨头，华为是老牌科技巨头，大疆是无人机巨头，比亚迪是电动汽车巨头等等。
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