Chapter 643: Internal and External Changes

What was 2013 like?

The year starts with a statistic,

Q4 2012

Chinese mainland smartphone shipments exceeded 50 million units. In the following four quarters, shipments rose by 10 million in each quarter, nearly 60 million in the first quarter of '13, more than 70 million in the second quarter, and more than 80 million smartphones shipped in a single quarter in the third quarter.

Also in the fourth quarter of 2012,

Facebook's earnings report released in January showed that mobile users officially surpassed desktop users.

Therefore, 2013 should be the year when the mobile Internet basically replaces the PC Internet.

Wen Xiaoguang silently led the company for a whole year, 100 million, he did not make a reckless move, and made a super tyrant but little effect in May 13 when Baidu spent 1.9 billion US dollars to acquire 91 wireless assistant.

Although Baidu has been criticized, this is a company with quite sufficient cash flow, and 1.9 billion is certainly a major failure for them, but it is not a big problem.

In fact, Baidu is also competing for channels and traffic.

WeChat, which is regarded by the market as the best traffic channel, can naturally be at ease this year. The first is to continue to support several internal apps, such as micropayment, Toutiao, AutoNavi Map, and a variety of apps that the X business department wants to pass the test layer by layer.

It's a bubble when everyone is building apps.

On the territory of the Weituo Investment Department, WeChat Cat supports Eleme, Meituan, and Didi behind it, and watched the 020 war in this year with a posture that the outside world does not understand, and people don't understand why Wen Xiaoguang is only following the investment at most, instead of personally taking those fields under his command.

At the same time, all kinds of apps focusing on subtle fields have sprung up like crazy, such as Maoyan, Miaopai, Meitu App, and GIF Kuaishou...... Varied, dazzling,

Beijing's venture capital circle has also gone crazy in the past two years, with rich people from all walks of life dropping $2 million at every turn, and as long as you name the 'American version' of your product, then financing is a breeze, just like Didi is to Uber.

This year, Meituan, which won the battle of a thousand regiments, finally began a showdown with Dianping.

Not only that, in the second half of the year, Wen Xiaoguang received news that Meituan began to contact Ele.me, hoping to acquire Ele.me and enter the field of food delivery.

Meituan did play the role of a person blocking and killing, and the Buddha blocking and killing Buddha.

In November 2013, Ele.me opened a Series C round of financing, and Daddy Micro continued to invest, in addition to Sequoia Capital China, Jingwei China, and GSR Ventures also entered, and the four parties worked together to inject $35 million into Ele.me.

Weituo sold $10 million, without the slightest appearance of leaving, and the stake came to 32%, in fact, it has become the largest shareholder.

Zhang Xuhao himself is not as aggressive as Wang Xing, and he is also a bit of a 'small family' in business, Wen Xiaoguang has been urging all the way behind, and he has only paved 18 cities so far.

It wasn't until Meituan was about to start getting him that he suddenly woke up, added boxing courses in the company, advocated wolf culture, became a sinking market, and marched to 200 cities.

Meituan did not carry out a large financing plan in 2013, and in fact, Meituan did not bleed much when it won the Thousand Tuan Plan, but the competition among the top companies was too crazy and it was difficult to continue in the end.

But Wang Xing is not a person who does nothing, he has been asking Wen Xiaoguang to continue to support him all year long, but he refuses to raise any of Weituo's behavior.

Although Weituo's investment in these companies has the consideration of convenience for WeChat users, it is actually to increase the use of micropayment, but Meituan is also eye-to-eye with Alibaba, and even added Alipay to Meituan's payment channel.

His reasoning also seems to be logical, because Alipay has a huge number of users, and Meituan will lose users if it does not support Alipay.

However, this reason does not hold true in JD.com.

After Jingdong Mall gave up Alipay, it switched to micropayment, and its performance was not lost because of the lack of Alipay.

Wen Xiaoguang knows that it is an anti-bone boy, just like it can coexist, the two apps of micropayment and Alipay have always coexisted on the user's mobile phone.

Alibaba's eyebrows on Meituan are also very fast, although Ma Yun said that O2O is a false proposition, but the company in his hand has not given up on the local life service field, they plan to invest in Meituan, Meituan seems to be interested.

At the same time, Meituan did not listen to Weituo's advice and began to use the knife on Ele.me.

Even in the future, it will be like a knife in the field of taxi,

Not only that, in addition to the first 'somewhat out of control' company in the investment field, internally, Zhang Yi of the X Division began to have a determination to leave the company.

He didn't start his business to be an executive of a giant.

Working in Weituo is just to accumulate some experience.

Because the authority of the X Division is very large, once there is a Martian seed, Wen Xiaoguang will tighten the reins, and his tightening of the reins will cause Zhang Yiyi to be more resolute, which is a vicious circle that will not stop once it starts.

In the context of 100 million, today's headline revenue exceeded 2 billion, and the valuation of various companies in the micro-extension system rose sharply, Wen Xiaoguang, who had been going smoothly throughout 2013, also began to encounter difficulties, which were amplified and interpreted by the media, and seemed to have reached a critical moment of survival.

In fact, what about Wang Xing, Wen Xiaoguang cares, but he doesn't care so much, if he insists on eating Alibaba's money, it's nothing, the local life service is left to the two companies to compete, this field is too expensive, including takeaway, Baidu spent a huge amount of 20 billion, and finally ended up with a chicken feather.

Weituo is not a giant who has been famous for ten years, and he can't afford to burn this money, because Wen Xiaoguang cares more about payment, cloud computing, big data, and even he may invest in some domestic small enterprises in the chip field, and he will not do things like takeaway red envelope subsidies.

What is the concept of 20 billion, with this money, Wen Xiaoguang will definitely give cloud computing, how can he not help college students pay for food.

The final result of Ele.me is to burn money and sell Ali, although Meituan is listed, it still loses money, and in order to make a profit, the merchant is raised again and again.

Therefore, Wen Xiaoguang is not very able to appreciate the charm of local life services.

But internally, Zhang Yi told him that he wanted to leave Weituo to start a business, which made Wen Xiaoguang a little vigilant.

After the taxi and food delivery fields have only been invested instead of entering the market, he is actually aiming at the short video field.

In September 2013, Tengxun launched Microvision,

Toutiao is also giving birth to Toutiao videos inside,

It can be said that before the arrival of 4G, the field of short video has been favored by some people.

Zhang Yiyi left at this time, where can he go to start a business?

The outside world is hyping O2O, hyping the threat of headlines to Baidu's advertising business, hyping this, hyping that, but in fact, what Wen Xiaoguang cares about most is short videos.

God can't stop people from leaving, but Zhang Yiyi doesn't dare to make a fuss, even if you want to start a business, you don't have a good relationship with Weituo, this is not a stumbling block for yourself, and it is not necessarily a stumbling block, it is a stumbling mountain.

So the rumored collapse in the outside world is fake, and he doesn't dare to borrow his guts, and it's not necessary, smart people know that it's stupid, and if you have a good relationship with your old club, you may have resources to support it in the future. In fact, he communicated with Wen Xiaoguang earlier, accepted the retention and then communicated, until the beginning of 2014, after a Spring Festival consideration, he still submitted a letter of resignation.

The letter was placed in the center of Wen Xiaoguang's desk.