Meituan has indeed embarked on the road of breaking away from Weituo, and Wen Xiaoguang heard the news that Meituan's Series C financing excluded the investment department of Weituo while still in Shanghai.

He was alone in his home in Zhonghai, estimating the impact of this particular message.

The news of the C round of financing has not yet been announced, but the Chinese do things like this, and before the official announcement, they actually started to do it a long time ago.

Meituan chose Alibaba.

Among the investors are General Atlantic and Sequoia Capital, both pure venture capitalists, who do this kind of business in order to make money, while Alibaba, another co-investor, clearly has strategic expectations in the life services sector.

In fact, as early as 2011, Meituan took 50 million US dollars from Ali, perhaps it was Ali's support that made Wang Xing dare to refuse Wen Xiaoguang, compared to it, it is still a thicker thigh.

At the beginning of the year, some media reported on the problems faced by Weituo, and the private feud with Meituan became one of them, but there was no conclusive information at that time, and because of the WhatsApp acquisition, the news media's attention was completely shifted.

But in the coming May, with the news of Meituan's Series C financing released, and there is no micro-expansion on the list, the $3 billion to $4 billion mobile Internet company will become the first challenger to say no to the godfather of mobile Internet.

At this time, should Weituo cut off the traffic support for Meituan?

This is a little overbearing, for the rest of the enterprises in the ecological chain, although it is a deterrent, but it also makes people beat the drum in their hearts, is it that if you offend Wen Xiaoguang in the future, you will not have a good life?

Or maybe it's to continue to maintain the status quo and watch each other's performances quietly?

In this case, will it be too weak, and no one will take Weituo seriously at that time, and they will come when they want to come, and leave if they want to.

These two responses are actually not the best choices, but what Wen Xiaoguang didn't expect was that Wang Xing chose to come to Zhonghai to see him.

This reminded him that in the original time and space, this person had rushed to Hangzhou after falling to Tengxun, and he felt that the merger of Didi and Kuaidi was in the front, and the merger of Meituan and Volkswagen should also be accepted, but in fact it was not, and since then Ali Meituan began to fight each other, and Ali officially withdrew from Meituan in November of that year.

Now it's just that the object has changed, but the person is still the same person, he wants to visit, Wen Xiaoguang asked him to come, and before he came, he called Fu and Xuan over, and they had to go out together in a while.

When Fu Youxuan came, he told her: "One thing to tell you, Meituan's Series C financing, without us, because of this matter, he will come to explain in a while, the duration will not exceed half an hour, and it will not delay our trip, if you feel sensitive, you can avoid it for the time being." ”

As soon as Fu Youxuan heard it, she knew that Wen Xiaoguang's mind was not so simple, if she really wanted her to avoid it, why did she call her over?

This was clearly trying to force her to choose a side.

But smart people are very particular about details in doing things,

He doesn't let you feel his domineering, but gives you the option to 'avoid'.

Of course, if you avoid it, the consequences will be difficult to say.

In particular, she is not sure how strong Weituo's actions are for Meituan.

And if she didn't avoid it, then even if she resigned, she was still one of the people Wen Xiaoguang trusted more.

This is where the pressure to get along with the leader is high, you can't listen to what he says, you have to listen to what he doesn't say, people who are not smart enough are often abandoned by the leader and don't know why.

Wen Xiaoguang behaved as usual, holding a cup of tea and feeling the beauty of the spring sunshine on the balcony.

Fu Youxuan's mind is quick, even if his mind has changed before, he still subconsciously replied under pressure: "I have nothing to be sensitive to, I don't have any rights now, and when I hear the news of another explosion, I can only watch it as news." ”

The sun shone on Wen Xiaoguang smiling and squinting, he nodded, "Okay, then you can also listen to what he has to say." Be happy. ”

There is no such thing as a trade secret.

"What would you do?" Fu Youxuan was still curious, and she felt that her decision to stay made her qualified to ask.

In fact, in Wen Xiaoguang's view, her question implies a kind of 'appeal', that is, if I reject the other party, can I be trusted?

Wen Xiaoguang answered this question.

"Do you remember how I repeatedly rejected Alibaba's capital injections in the early days?"

Fu Youxuan nodded.

"I remember that Jack Ma talked to you more than once, and in the end they got the traffic resources they wanted, but in your way. ”

"Yes, in fact, the cooperation between e-commerce and social is very compatible, for social, e-commerce is a monetization model, and for e-commerce, social is a source of traffic. Earlier, Ali and Tengxun were never able to hold hands, which was the competition between large companies, but for Weituo, it has been rejected because of Ali's poor investment record. ”

"You should be able to see that every company that Ali invests in, they tend to control. Because the core of their business logic is e-commerce, they are involved in many fields today, just because they have to lay infrastructure for e-commerce, and this habit of 15 years has made everything in the periphery of e-commerce serve e-commerce, including social networking. ”

"I rejected Ali because I didn't want to be controlled. So you ask me what to do with Meituan?" Wen Xiaoguang shook his head, "I won't do anything, I will watch it enter Ali's arms, watch it face a capital that is more controlling than us, watch it fight with that capital again, and it won't be too long." ”

Fu Youxuan suddenly thought of a possibility, and said in surprise: "So you will join forces with Ali instead?"

"Of course not," Wen Xiaoguang waved his hand and said confidently, "It's Ali who will find us to join forces with them." Either the two of us will dismantle the founder's rights together, or they will contribute money, support the tablet, and I will support the traffic, and the two of us will dismantle the founder's stubbornness together. ”

There is also a third possibility, Wang Xing felt that it was too much pressure to carry the two alone, and finally compromised with reality and succumbed to Ali, but that was a stupid choice, because as investors, we are much more tolerant than Ali. ”

This is almost a logical inference for the foreseeable future. But in fact, the third one is unlikely, this rich second generation is very tough, and compromise can only be his last option.

"I don't think anyone would have thought that you were looking at this issue this way, and the outside world was waiting for you to do something, but you were looking at it a year later. Fu Youxuan was shocked after hearing this, she really couldn't understand Wen Xiaoguang's unique thinking, how could anyone look at the problem like this?

And judging from this inference, the future of Wang Xing will not be good.

"He has made too many enemies, and the competition with Dianping has not yet been decided, which annoys me, and he is infected with another evil dragon, and in the end, it is estimated that only Teng Xun will give him a cover. ”

But because of Micro Tuo, Tengxun is no longer so powerful.

Fu Youxuan felt a little chill in his back, "I don't know why...... Listening to you say this, I feel that the situation in the next two years is very clear. ”

"Let's see what he has to say. It's almost time to arrive. ”

Wang Xing was very surprised to see Fu Youxuan when he entered the house, "Mr. Fu is also there." ”

"Where am I still Mr. Fu, Mr. Wen came to talk to him when he arrived in Zhonghai."

Wen Xiaoguang said: "Come and sit down, I heard Li Yidan say that you are going to explain the reason for the exclusion of Weituo this time, what is your explanation?"

In fact, the real reason is very simple, WeChat traffic itself has a soft control, and if the shares are transferred one after another, Weituo will unite with other investors at that time, which will make his situation very passive.

So it's just about maintaining independence.

Of course, there may be a counterattack against micro-tuo's 'stinginess'. That is to say, if you don't support me, I won't play with you, or in other words, without you, I can still raise money.

"This was actually a joint decision between our founders, and we wanted to cooperate with each other as equals, but because everything didn't go well before, we had some doubts. But we haven't lost faith in Mr. Wen......"

Wen Xiaoguang interrupted him, "It's not a press conference, you don't have to say it with such a vague meaning, you just say what is your real purpose in doing this, what do you want to get, and what can you give?"

Fu Youxuan pretended to drink tea, it was none of her business.

"We hope that Weituo can give us more resources, especially in the field of takeaway, and I hope that Mr. Wen can make a choice and choose us. ”

This kid didn't listen to persuasion, he had to do takeout, and he had to fight with Ele.me. If we did not agree, we said that we had violated the principle of 'non-interference in operation' that we had promised.

So this time I am somewhat dissatisfied, so I don't have to force people to say this, it's not interesting to say it clearly, just understand each other.

Wen Xiaoguang groaned and said, "I'll also say it directly." You have doubts about me, I have doubts about you, how do I know that after betting all the treasures on you, you will not continue to be like today? Meituan has introduced the payment entrance of Alipay, and even has to make its own payment, how do you want me to trust you?"

"Mr. Wen, you can not believe me, but supporting Meituan can maximize the benefits of Weituo's investment. ”

Wen Xiaoguang smiled, "I already have a lot of interests in Ele.me, we are the largest shareholder, how can we not support him? ”

"In that case, I think we can maintain our current relationship."

"Do you really think so?"

"Of course. ”

Wen Xiaoguang didn't expect this person to have a big appetite and want everything, this sentence means that everything remains the same, and he acquiesced to them opening the payment scene to Alipay.

"You have to explain, at least give me something, right? What do you call an explanation?" Wen Xiaoguang said to him directly, "I didn't mean to threaten you, but if this is really an explanation, then Weituo may be too easy to bully, isn't it?"

"This is a disagreement in the development of the company, of course, it does not involve threats or bullying, Mr. Wen, don't think about it. ”

Wen Xiaoguang said: "For close partners, the traffic resources are support, but if you do this, I have no choice, I will charge you, otherwise WeChat will not be able to continue to support you." ”

Wang Xing was shocked, he could not accept decoupling from WeChat, which would seriously affect the capital market's confidence in Meituan, in the long run, this difficulty can be overcome, grit his teeth and pass, but in the short term it will directly affect financing.

However, if it's just for a fee,

It was probably the milder reaction he expected from Weituo. Of course, the trouble is that he can't predict what Weituo intends to continue to stay, which is a hidden danger.

But Wen Xiaoguang has other considerations, he will not withdraw the shares at this time, it will be troublesome to withdraw and get it back, keep it, maybe it can work when Ali is also dissatisfied with it, and continue to hold it and sell it in the future, you can also benefit more.

Exiting now and exchanging cash for cash will indeed pose a challenge to the company's cash flow security, but it is only a small pain, and he is not satisfied with this.

"Mr. Wen, how do you want to charge?"

"Traffic is difficult to price, and there is no pricing standard in the market to follow, it is a kind of support. All I can say is that if you're always trying to dilute our shares, the price won't be low, and I hope you can really understand what I mean. ”