Chapter 604: Strategy Meeting, Judging the Future
On a Saturday in August 2012, Mr. Wen gathered a group of executives.
Micro Tuo currently has a very good situation, B round of financing is a super huge amount of money, correspondingly, the company has attacked in many ways, first to support overseas business units, and in the field of cloud computing and payment for the first time.
At this time, Alibaba Cloud has been established for three years, while Alipay has begun to provide small loans for hundreds of thousands of sellers on the platform, with an average daily transaction volume of more than 600 million yuan. The platform is growing rapidly, and the average daily transaction volume also exceeds 100 million, but it lags behind on the whole.
At present, with 100 million, Weituo's competitors have gradually changed from Tengxun to Ali.
Structurally, Ali is using other fields to support core e-commerce, while Micro Extension is holding the core WeChat to expand outward.
Wen Xiaoguang felt that he had to clearly convey the company's essential goals, otherwise he would fall into the trap of competing for the market's wealth, in other words, to see the money.
Of course, Alibaba's acquisition intention is actually in front of everyone.
But no one agreed.
Not a single one.
Successful people are a bit self-righteous, stinky and annoying.
In the words of Li Yidan, "I came back from the United States and joined Weituo because I firmly believe that Weituo will grow into a great company, and I work hard, not to sell this company, but to realize my dream here." ”
But the situation at hand is also dire.
"QQ is not dead, Ali is here again. Li Wenbo was more rational, he rubbed his head and said, "It's impossible for me to sleep better." ”
He and Li Yidan are in different positions, and they see different things.
For Li Yidan, the transaction volume of platforms such as Ele.me and Meituan has risen all the way, the valuation is different every day, mobile payment is developing rapidly, and Yirui is also gaining momentum.
The investment appreciation obtained by Micro Extension alone can support the business panel of Micro Extension, and the investment business department is included.
"Although the opponent is strong, but we occupy the commanding heights of the mobile Internet, isn't there a saying that is often said?"
"Go with the flow. Wen Xiaoguang added to her.
"Yes, go with the flow. ”
"Yidan is right, now it seems that among the three BAT, the best transformation is only Ali, Baidu has always been the worst one in strategy, I know Robin Li, I estimate that he has to find out about the mobile Internet after this year. ”
That's right, it was at the beginning of 2013 that Baidu suddenly woke up, and mobile phones are particularly important.
However, entrepreneurs wait until mobile Internet users exceed PC Internet users before they start to make moves, and it is too late to be late.
"Tencent...... I think we all underestimate him, or because today's headlines are in the limelight recently, so that everyone ignores Mr. Lin's contribution, but I don't think so, if the core of Ali is e-commerce, then Weituo should always put the main battlefield on WeChat. ”
"At the beginning, we went to great lengths to get a payment license and launch the payment function because we wanted to use WeChat to make users' lives more convenient. ”
"So we invest in food delivery...... Invest in local livelihood services. This basic logic has been somewhat blurred in companies lately, and I want to emphasize it again. ”
"Of course, fortunately, the public relations department is doing a good job, the voice of China is unexpectedly popular, and the current crisis is not there for the time being, but entrepreneurs are masochists, and I never feel that the crisis has gone away. ”
"The loss of instant messaging software in the mobile Internet era has greatly affected Tengxun's advertising business, but half of the company's revenue is based on games, and he has not been challenged in this field. ”
In fact, Lin Changsheng doesn't think so, social networking has always been its core, and the rise of WeChat has not only greatly reduced the market's confidence in it and the stock price plummeted, but also directly affected the ecology established around QQ.
In addition, Chinese users' dislike of Tencent is now beginning to enter a retaliatory phase, that is, a significant number of people will celebrate the rise of WeChat like a carnival and strive to break away from Tencent's existing ecosystem, and there is a kind of schadenfreude gloating about the company's plight.
As soon as possible they don't get a dime in the interest, but just happy.
And micro-extension is actually fueling this trend, has already been engaged in Tengxun burnout, when you lose the hearts of consumers, and then it is quite difficult to recover, which is actually beyond the scope of commercial measures.
What Micro Tuo does is a commercial means itself, which is understandable.
When a snow-capped mountain is on the edge of an avalanche, any snowflake will cause disaster, and now Tencent is on the verge of an avalanche.
Chinese consumers are telling them that they always have to pay it back.
Of course, Wen Xiaoguang is not wrong to say this today, Hope for the best.but prepare for the worst - this is a quality that the boss can never lose.
"We're not going to invest too much in gaming, and as I said, we're not starting a business to take out the coin that Chinese kids. ”
The feelings shown by Wen Xiaoguang are sometimes very hypocritical and disgusting, but sometimes they are also very attractive.
"I'm not as pessimistic about this company as you guys, I think it's going to be a lot of damage, the market value may fall, or the growth will be sluggish, but QQ is the number one social software in the last decade, and it's not going to die anytime soon. The gaming sector can still make them a nugget. ”
"So my point of view is that he's here to stay, and WeChat can never ignore the eyes behind our backs. Philosophically, I'm glad that it continues to exist, firstly to save Micro Tuo from monopoly responsibilities, and secondly, to keep us awake. ”
It's like Ali kept JD.com, the latter did grow and develop later, but at a point in time like 10 and 09, JD.com was actually very dangerous, but Ma Yun didn't go to him.
It seems that he has defeated another opponent, but in fact, he has pushed himself to the inflection point of prosperity and decline.
When there is no opponent, no matter how smart people are, they will make mistakes.
In this sense, for today's Weituo, Tenxun is the first driving force for them to continue to grow - otherwise, they will die......
"Outside of gaming, though, we don't have to be too soft. Wen Xiaoguang said: "I mean investment. ”
Li Yidan paused slightly.
"If you have the flow and the money, you will naturally choose to invest. Tencent is no exception, so we want to form an advantage in this field, to put it bluntly, their investment projects, which we think are good, must be decisively grabbed. They can't be allowed to build an ecosystem again in the mobile Internet era. ”
Starting a business in China, you can never bypass BAT, and now Weituo has come to this point to face them, and two of them are nothing.
The important thing is Ali.
"Do you really not agree to be acquired?" Wen Xiaoguang asked again.
Han Wei smiled: "Mr. Wen, they can't afford it, the annual revenue will not exceed 6 billion US dollars this year, what kind of acquisition?"
Everyone was smiling.
Even if someone has a little idea in their heart, they won't say it, which stupid person can't see that Wen Xiaoguang won't agree.
"In this case, we have to be prepared for some protracted battles, payment and cloud computing, finance is the intersection point, because both companies need it, but the two of us are fundamentally different, their next move should be logistics, which is also a money-burning job. ”
But Ma Yun will not burn money by himself, he will entangled a group of people to build a domestic logistics system. In this regard, Weituo is not a party, our next field is in content production and information distribution, from this point of view, we will have a certain competition, but will not be a mortal enemy, as for whose future is better, that is up to their own ability. ”
Li Yidan said: "Such a strategic direction must be clear, in fact, it will be much clearer. So why should we sell it to them, so why should we sell it to them?"
......
......
Strategy meetings within a company are often discussed, and in today's fast-changing situation, every company is under tremendous pressure.
If you can't see the road ahead, the price you have to pay is particularly huge, such as Baidu.
Lin Changsheng didn't see it clearly, but this Saturday he seemed to understand, in the chairman's office.
He was a little embarrassed and said, "So the X division is equivalent to a new way found by Weituo."
Wen Xiaoguang's intention is this, "Whether it is cloud computing or big data, it will be difficult to have rapid growth in the next three years, and that is what I will prepare for our company in 8 to 10 years, so I will talk about cloud computing investment for five years." ”
"The X division is the explosion point of growth in the next three years or so, and I give them a lot of freedom not because they value Zhang Yiyi over you, but because one of today's headlines is not enough, we need to breed more products. ”
Lin Changsheng understood, "Can we survive between BAT?"
Wen Xiaoguang nodded, "It's up to us." So it's not that I asked him to pick your peaches, the positioning of WeChat itself is diversion, whoever sits in your seat, I will ask WeChat to cooperate with today's headlines, we can advertise on today's headlines, and we can get revenue. You know that there is a Teng Xun watching, WeChat is not good to charge too much money. ”
The charging limit of some subscription accounts may also have to be reduced with the launch of the headline account, even if there is no headline account, Tengxun copied you, and then it was all free, what do you say you can do?
That's how the goose factory works.
He also emphasized, "But WeChat has always been our core, you see Li Yidan is happy every time she sees you, she knows that when she goes out to negotiate, the most important weight is not how much money is given to others, but resources." ”
"The better the start-ups and entrepreneurs, the more they value money and resources. You have also seen how troublesome Tengxun is now without instant messaging software. ”
There are many pop-up advertisements on QQ, which turned out to be an important source of revenue for this group.
Now the first is that the advertised price is low, and the customer is not stupid. Secondly, he can't unscrupulously swipe ads to users, which is too much to lower the user experience, which is what 'WeChat undercover' will do.
The so-called pulling a hair and moving the whole body, that's it.
So now users find that there are fewer and fewer ads, which is actually the credit of Weituo.
Brother Xiao Ma has to watch the decrease in revenue, and at the same time think about how to do something to fight a rake, then he has to increase investment. People say that they open up sources and reduce expenditure, but now it's all the other way around, or they really hate Wen Xiaoguang.
"I understand, Mr. Wen, I'll find a time to take the initiative to talk to Zhang. ”
Wen Xiaoguang finally gave him a smile, and finally guided the internal competition in a benign direction.
This is normal, there is something between people, he can't simply and rudely fire people as a boss, this management art is too ugly.
"Okay, then you go, I'll answer the phone. Wen Xiaoguang took his mobile phone and said to him, after seeing him leave, he answered the phone, "Hey, Mr. Lu, what's the matter?"
"Straight down. We've heard some rumours that Alibaba might challenge WeChat, and shareholders want to hear what plans we have for that. ”
......
Saturday past the weekend, Yakou people.
Wen Xiaoguang dined here, and Manager Xu sat opposite.
"A lot of my job is decision-making, coordination, coordinating the relationship between the various departments of the company, keeping the team in the best state, and making our shareholders understand what we are doing and what we are going to do in the future. ”
"I am the center of the convergence of the interests of all parties, and if there is any problem, they will come to me to seek solutions, and I will be asked to make decisions, in addition, there are all kinds of social interactions, peer slander, temptation, rumors, beautiful women, jewelry, mansions, etc., so many people annoy me, so many things also bother me...... And I want to keep a clear understanding and make the right judgment in such a super complex environment. ”
"Do you still think that my boss is good, my life is beautiful and enviable?" Wen Xiaoguang said very seriously, but the way he shook his knife and fork was relaxed.
So store manager Xu said, "I actually don't see how bad you are." ”
Wen Xiaoguang shrugged his shoulders, "Because I'm used to it, it's painful to get used to it." I know what other people think of my life, but I don't really have time to spend it. And spending money doesn't make me happy, I don't lack anything. ”
"I don't have to worry about anything, yes, because money can't solve my problems. ”
Store Manager Xu was speechless when he listened.
Wen Xiaoguang was also helpless, "I'll just talk about it casually, I know you can't understand it." ”
"I'm a person who has to work hard for more than ten hours a day for 10,000 yuan, and logically I can understand it, but to understand, I can't do it. ”
Xu Nanyi found that Wen Xiaoguang actually had more conversations in such a simple chat.
"Your anxiety is all about money?"
"For a large part, I am still worried about my future life, marriage problems, and child support problems in the future. ”
"You don't need to face this problem alone, you should find a boyfriend to face it together. ”
Xu Nanyi asked cautiously, "Do you want me to find a boyfriend?"
Wen Xiaoguang didn't mean that to her, he always had to face a lot of temptations, it was impossible to come one after another, and his body couldn't stand it.
"Find one as soon as possible, I recently met a psychiatrist, and she said that people who have lived alone for a long time may have a better life for two people. We are friends, this professional advice, no charge. I finished eating and left first. ”
Store Manager Xu sighed.
Not long after, Cui Min also appeared and comforted: "Okay, it was originally a small probability event, and you know from his description that it is not a person from our world at all." ”