어쩔 수 없는 매각을 하려나봅니다 ㅋ

Naver announced its official position and many articles have already been published, so let's talk about what it did in April

네이버는 어쩔 수 없는 매각을 하려나봅니다 ㅋ


1. Naver asked the Korean government not to do anything. Especially in Korea, they are worried about anti-Japanese sentiment

2. The core of this case is 'cloud computing'. According to Andriesen Horowitz's estimate, 10-20% of Generative AI's total revenue returns to cloud companies. In other words, AI is talented, and cloud is criminal.

  However, there are not many global big tech companies that offer cloud services such as Amazon, Google (Alphabet), Microsoft, Naver, and Alibaba around the world. Even though Naver's Generative AI development is relatively sluggish, a new opportunity has been opened for Naver to leap to global big tech (this is a critical difference from Kakao)

3. The problem is that the security incident is Cloud

4. Japan has no choice but to be oversensitive because Line serves as an institutional platform that encompasses all functions of Kakao Talk + Government 24.

  Personal data of private companies was not simply leaked, but national information managed by the Japanese government was leaked

5. In the future, each country will carry out a significant number of government bidding projects to transfer data to the cloud

  The U.S. Department of Defense has already started, and the Sovereign Cloud is one of the hottest topics in the industry. Naver is also entering the ASEAN cloud market with Saudi Arabia. Recently, a business agreement has also been signed with the Philippines. However, if this continues to cause noise, Naver's 'cloud computing' security incident will inevitably be talked about.

6. For this reason, Naver emphasizes the company's future growth potential and mid- to long-term strategies in its position statement. Naver can judge that it is reasonable to sell the products when it can be sold at the most expensive price and establish a foothold in a larger global market.

7. Some reporters write false articles, but Naver originally did not have management rights of Line Yahu and did not have data rights of Line Yahu. Naver is only the largest shareholder along with Softbank. (What if Softbank transfers data to startups it invests in Line Yahu data without permission?)

9. Even so, it would be inappropriate for the Japanese government to mention the sale of its stake, but a recent article on Foreign Affairs said that Silicon Valley companies envy Korea and Japan. A culture in which start-ups and large companies cooperate together and the state steps forward to foster a national championship.

  The state-led growth policy of Korea, China and Japan was considered bizarre in the past, but AI is still a "money-eating hippo," and technology security is becoming more important, and the tech industry wants the government to do it like Korea, China and Japan

10. In any case, when it comes to cloud, the U.S. is also quite regulatory-oriented, so if guidelines for security accidents are not prepared closely, similar things are likely to happen in other countries.

11. By the way, the most interesting thing about this incident was that it started with the column of the correspondent of the Chosun Ilbo in Tokyo