Chapter 1102 Mr. Chu has never been showy

Chu Yuan Xixin said in his heart, "You are actually arguing over this? One is the extreme left, the other is the extreme right, and you can't admit death in the enterprise, you can't be so extreme!

Therefore, in Xue Ming's expectant gaze, he did not support anyone, but said: "The giant must be very rich, in this case, why not invest in potential stocks?

"But if you invest, potential stocks may not be accepted. "Xue Jianhua said in his heart, aren't you just an example? Aren't the giants who want to invest in a well-off industry made enemies by you?

Recently, he just returned from Guangdong Province, and even his inner OS is Cantonese. And Liang Kenian himself is an investor, thinking that he can indeed invest in potential stocks, but if the two sides happen to have business coupling, it is okay, and the strategic investment can reach the value of 1+1 greater than 2, and the other party is estimated to be ecstatic. But if it weren't for the coupling, the investment would not help the other party, maybe there would be potential harm in the future, and the valuation would sometimes be simply a mermaid's meat, why should the giants suffer this kind of grievance?

I only heard Chu Yuanxi say: "Not accepting it means that this potential stock is very confident, and it is worth spending more energy, or adding more money, or even encirclement, whether it can transform from a potential stock to a unicorn depends on whether it can break out of the encirclement." Potential stocks-unicorns-small giants-giants, this is the upgrading of monsters in the growth of enterprises.

But your question is really how do the giants view potential stocks, so why not calm down and think about how they should 'look at'? See, you don't necessarily have to take action, or you don't have to act immediately. You can also wait and see when you speculate in stocks, you don't have to copy the bottom, let alone copy the lowest price. ”

Liang Kenian entered into thought, but Xue Jianhua didn't expect this answer at all, and said in his heart that this is called a divine horse? This is called a wind moving, a sail moving, and the benevolent heart is moving!

I only heard Chu Yuanxi say: "The way giants look at potential stocks is to see them as potential stocks, with me as the main thing, otherwise what should I do? Suppose you are a giant, you don't have a rock-solid mentality, you will be suspicious, and when you see a potential stock, you will doubt yourself once, or you want to buy any of them." The problem is that there are more potential stocks, and you can't buy them all because you buy them all. There are many A-share leeks copied the bottom in the middle of the mountain. ”

In fact, what Mr. Chu means is that the giants can allow potential stocks to achieve greater development, and then invest at a higher price. "Cao Xiang rarely joins the discussion, and he usually pities his words like gold. And since he became the dean of the Xiaokang Research Institute, although it is only a change in title, his temperament has obviously "become bigger", as if there is a value called "atmospheric value" that has increased, giving him a very unique feeling for the people around him.

may be because he often follows Chu Yuanxi's side, Xue Jianhua is one of the few people who is not affected by Cao Xiang's temperament at all, and immediately followed: "Yes, you can also wait for potential stocks to race, and the instructions that run out are more worth copying." ”

Chu Yuan Xixin said why are you so concerned about copying? I should send you to an entrepreneur in the south and let you talk about a certain short video product. So with the caviar and black truffle on this table, he briefly analyzed the brief history of the founding of the dynasty in the past 10 years to his colleagues.

In fact, giants and giants are not the same, and each has a different methodology for potential stocks, or sticking to their own corporate values.

However, it is certain not to act rashly, especially in the past 10 years, the most typical example is actually Station B, and the example of Huang Tuan copying Lan Hunger is an exception, and there are many coincidences.

Station B has always been a potential stock since its opening, and it has been potential for almost 10 years, and the giants have not increased their weight significantly. Is it turning a blind eye? No, once Station B relied on FGO to make income in 2018, the giants immediately moved and rushed to get the investment share.

After the rare AT co-investment, Xiaopo Station finally had money, and then opened more product lines, enriched its own ecology, and improved its architecture and services, so the potential was finally realized quickly and in large quantities, and the data rose rapidly, becoming the most dazzling UGC video platform in China and even in the world.

Therefore, start-ups can't take their potential seriously, there are more potentials, and giants can't love one when they see a potential stock, and there are just as many who need to love, but it's easy to make a mistake in love.

The market is dynamic, and the potential of potential stocks is constantly changing, and the amplitude is very large. There is also a typical example in the Internet coffee world.

The special situation at the beginning of last year became the perfect pot pick-up man, and many people threw the pot to the special situation. For example, as soon as Dousha's financial report came out, it was inferred that it was a special situation that caused the closure of Internet cafes, and the live broadcast audience decreased as a result, resulting in a sharp decline from the previous month. The question is, is it possible that the Internet café is only closed to Dou Shark users? Maoya's MAU in the first quarter of 2020 has risen......

But there is an Internet coffee that can't shake the pot, which is to start a business in 2014, complete three financings within a year, and raise a total of more than 400 million, which makes the entire venture capital circle look sideways, known as the coffee industry's millet Lian Chang Coffee.

It is said that this kind of potential stock should be regarded as a unicorn in the track, right? The product is also doing well, and a certain model called "bulletproof coffee" once became an Internet celebrity coffee, and it sold very explosively. It's a pity that as soon as the little blue cup came out, even Starbucks was greatly affected, and immediately nailed the company commander's coffee of exactly the same type to the floor.

As for being encircled and suppressed, in fact, this is the only way for unicorns to evolve into small giants, there are yellow group battles in China, Ali is becoming more and more courageous, and there are also Zoom that does remote meetings in the United States and fled under the attack of Microsoft and Facebook. When the unicorn makes the choice not to accept the giant's strategy, it must have carried out psychological construction, and it will inevitably be followed by bloody rain, some can succeed, and some do not.

The same is true for the well-off, or it is precisely because of these potential stocks that do not enter the oil and salt are ambushed among the vast number of potential stocks, and they rely on other potential stocks to cover as a protective color, so that there is the possibility of breaking through upward. It is impossible for the giants to catch them all, and they can only find a suitable posture to "see" the potential stocks, and pursue more reasonable costs and higher efficiency to access the rise of emerging forces.

That's why the world is full of colours, not a pool of stagnant water.

It's just that having such ambition may not be able to withstand the encirclement and suppression of giants, the key is whether the moat is dug deep or not.

Finally speaking of the well-off, the management of the Ba people and the well-off suddenly became more serious. Chu Yuanxi saw that this was not good, how could I be embarrassed to stuff something into my mouth if you were so serious?

Among them, Huang Tuan's deeds are familiar to well-off executives, but they are more concerned about Zoom. However, Chu Yuanxi was not optimistic that Zoom would be able to hold up.

You must know that although the competitive environment in Silicon Valley is equally fierce, from the top-level design, more attention is paid to innovation and the protection of innovation forces, and the investment and business environment is not as jungle-like as in China. In other words, Microsoft and Facebook can't do whatever they want like Penguin and Alibaba, and the strict laws have drawn a relatively high bottom line.

Therefore, they are more optimistic about Zoom to stand out from the encirclement.

And remote meetings are worth the money. Originally, many people didn't understand why the giants had to focus on remote meetings, for example, Baidu did not bet on remote meetings and Toutiao bet early, so the call for B in BAT to replace Toutiao is getting louder and louder. But then it turned out that this thing is definitely a scumbag, especially in the dynasty that doesn't pay so much attention to the user's personal privacy, because even completely free users have great value.

But for anyone who uses remote meetings, the labels are very clear, what company, what position, the system can easily know, and even know your status, such as the recent lack of money. Then, of course, there are precise push ads, and they are high customer unit price ads, such as insurance, mutual money lending, and the like.

Then there's education, and the profits are staggering. For example, if you provide K12 online schools for free, you will know who the accurate customer is immediately after using it, and you will be asked if you are convinced by other K12 advertisements and other K12 advertisements.

That's why Zoom is favored by most people, and the unicorn transformation into a small giant is just around the corner. I only heard Liao Xingxing ask: "Lao Chu, you said that whether you can rush out depends on whether the moat is deep, Zoom alone In the first quarter of 2020, the number of users skyrocketed from 10 million to 200 million, and there was no one of the world's biggest dividends." The user volume must be a moat, isn't that deep enough?"

"Well, you'll have to see how this bonus is eaten. Of course, Chu Yuanxi knows the amazing data of Zoom, and after buying Nasdaq stock in the name of financial investment last year, he has always regretted why he didn't buy Zoom at that time. "That's a company that focuses on sales, relying on strong sales genes, doing ToB to eat this dividend. Understood?"

"I don't understand, isn't ToB sales very important in cloud services?"

After all, Liao Xingxing is from an operation planning background, and he is a good hand at walking on the ground, but even if he was the first to be promoted to the vice president of Xiaokang, his in-depth understanding of the economy has not become a strength. He is now based in the south, and is in charge of more than a dozen franchise cities in the south in the upcoming franchise campaign.

On the other side, Liang Kenian had already understood, but it was not easy to interject, the stage of this performance should belong to Chu Yuanxi, how could a subordinate steal the limelight from the boss?

But Yuan Alfalfa grabbed it without pressure, and it was very rare, she actually understood: "Oh Xiao Liao, there is no barrier to heavy sales, the relationship you have established by sales, the giants will dig and dig it casually, and dig your radish without discussion." ”

In fact, Zoom has a lot of ToC business and has the ability to directly face users, but it has established physical sales agencies in many countries early on, specializing in B-end enterprises, and developing customer groups dominated by large companies and organizations. In the country, it is sold through channel agents.

This model can still last for a while overseas, and as long as the giants exert their efforts on the side of the country, at most a month, all B-end users will be eaten away.

As for C-end users, Microsoft is all free as soon as it starts, and Zoom's strategy of "free to use, value-added payment" is immediately dwarfed.

It's just that when he said this, although the confused people understood, but the people who understood were confused again, Liang Kenian immediately asked Yuan Wei: "Then what does the well-off rely on to build barriers?"

How did the well-off do it, Liang Kenian has seen it in his eyes this year, it is indeed not based on sales, to put it mildly, it should be regarded as a subsidy as the main focus. But isn't it shallower to focus on subsidizing users? This is like the difference between free readers and paid readers in the reading industry, how low is the stickiness of free readers?

Yuan Yu had to hesitate about this question, but fortunately, he had talked to Chu Yuanxi a long time ago and had an impression, so he briefly recalled and replied: "Relying on functions, according to the jargon in the mobile Internet, they are called 'products', and we call them products such as city treasures and health coins, and rely on the functions of these products to build barriers." ”

But Liang Kenian's next question still stumped Yuan Wei: "Won't the giants fill the moat by imitating the products of the well-off?"

These words stopped all the soldiers and generals who were well-off, and some of them looked embarrassed, because they were getting closer and closer to Chu Yuanxi's so-called security boundary. According to him, after March, others will reproduce their own function development and data accumulation, which is basically the same.

What about after filling in the moat? Of course, Xiaokang has already run far ahead, but the reason why giants are regarded as giants is that they can fly fast as long as they exert their strength. In this way, for the well-off, wouldn't it become a situation in which they develop into a small giant first, or be caught up by the giants first?

This mentality is subtle. If it was this time last year, someone told them that Xiaokang had the opportunity to race with the giants, and the Xiaokang ran for a while, and the giants would catch up, and if they couldn't catch up, they would become new giants. Then they will probably be very excited.

But on the eve of the Spring Festival in 2021, Xiaokang has experienced several great successes in a row, and this group of management has become arrogant and fierce one by one, enjoying various highlight moments and full of confidence. At this time, a guy suddenly told them that there was no difference, as before, if they were caught up, they would still be pressed to the ground and rubbed, and of course their mentality was not beautiful.

Chu Yuanxi saw that it was finally time to speak to herself, otherwise this pleasant dinner might turn sour, and she had to inject confidence into the well-off management!

"Yuan's statement is incorrect. He raised his hand, "Indeed, I said something similar within the well-off, whether we hit the line first or the giants catch up and overtake us first, and then block our way." But that's the old calendar. Xiaokang has never tilted resources towards sales, because it cannot form a higher barrier. So later we paid more attention to brand building, and constantly strengthened the brand of well-off, and now our brand is the moat, but it is different from traditional enterprises. ”

Many people feel that there is a story when they hear this "different from traditional enterprises", and sure enough, Chu Yuanxi continued: "Traditional enterprises rely on advertising and products to build brands, but we rely on Internet products. As Yuan said just now, relying on products such as Demonic City and Xiaokang Cloud, we export our brand to Internet users. Even the community control app that was handed in last year also asked for the authorship of the opening screen animation.

It is difficult for convenience stores to build a brand by selling snacks and beverages, and it is difficult for us to rely on the quality of life series, and those old food and beverage manufacturers cannot compare, so we can only add some choices to users, so we must rely on Internet products. "I'm Served", which will be officially released tomorrow, is the same, it is all deepening the value and impression of the well-off brand, which is a barrier that can be used for defense. ”

A group of people suddenly realized, they never expected that Mr. Chu had inadvertently laid out such a grand plan, and he never showed ...... I only heard Xue Jianhua mutter: "Doesn't that mean that if "I Serve" is successful, we will be small giants?"

Chu Yuanxi smiled at her aunt: "If it doesn't work, so will we, it's just a few days late." ”

Grandpa Suzuki Yu always stood in a relatively peripheral place, watching Chu Yuanxi scolding Fang Yu's gaze and following.

Chu Yuanxi sometimes drives the emotions of others, sometimes withdraws from the topic at the right time, leaves space for others, sometimes happily joins a new discussion, and also makes some summary speeches.

It's just that his statement made the old man a little embarrassed, and said: "I am very happy that until today, the senior talents of the two companies have never left." It's common for talent to flow between startups, but everyone can stick to their jobs. It's great to continue working with all of you. ”

It's not because he knows which people are going to leave that Chu Yuanxi pulled him to incubate and start a business that embarrassed Suzuki Yu, but that he was ready to submit his resignation.

Now that the main project of "Enemies of Rome" has ended, everything from the use of the engine to resource optimization is OK, which can adapt to all reliable or unreliable gameplay, and meet the needs of Wenhui who are often imaginative. Including the performance of "destroying the game scene", it can also be realized and restored in the game, and the work such as debugging is also completed, and the following work can be handed over to the ordinary siege lion to continue to update and maintain the version.

You must know that a large, long-lived game can operate for more than ten years, and he will definitely not wait for "Enemies of Rome" to be closed and quit many years later, and it is not certain who will have a longer life between him and this game. And unless there is a major change, such as a change of engine, there is no need for him and his team to continue to do inefficient and meaningless repetitive work.

Therefore, it is time to ask Chu Yuanxi to fulfill his promise, he wants to return to China to continue to develop the "Shenmue" series, and he can't wait, and he can't even wait to see the success of Xiaokang and the IPO of the Ba people.

Chu Yuanxi also saw that the old man had something to say, and there was an interesting thing about this old man last year. It was in the middle of last year, after the launch of the Internet of Gaming and the official inclusion of health coins in the territory of the cloud blockchain, Suzuki Yu's grandfather's old club Sega also followed suit and released the "fog game" plan, which was laughed at by the outside world and said that we haven't even figured out what is going on with cloud games......

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