Xu Xin herself is an investor in Huangtuan, of course she has all the information in her hands, and when she figured out the state of the year, she immediately understood what Chu Yuanxi was talking about.

Obviously, with the state of the year, even if the review wants to merge with people, it is obviously more natural to merge with Blue Hunger, and Blue Hunger will not reject it. You must know that the market share of Blue Hunger and Huangtuan was very close back then, and the two sides fought fiercely in the field of takeaway and did not distinguish between them. Therefore, there is no essential difference between the merger between Dianping and Blue Hunger and the merger with Huangtuan in terms of business, and the two sides have long confirmed the relationship between war and investment, and it must be more harmonious together.

Obviously, look at who is taking advantage of the fisherman's profits, and who is beaten and can't breathe, where is the reason.

If you can't read it at the time, then it's obviously a very simple thing to do with hindsight, and the penguins are working hard in the back!

You must know that the relationship between Huangtuan and Ali was not harmonious at that time, and Ali's war vote did not get a veto similar to the little yellow car, so Penguin's move can be described as an urgent attack, which made the balance of Ali's vote for Huangtuan and Penguin's vote for comments instantly subverted. When the dust settles on the merger, Penguin has become the main investor of the new yellow group, and Ali's share has no impact, which is no different from financial investment, and can only drag down the other party by smashing the market.

If it weren't for Lan Hunger's unexpected insistence, which led to the collapse of the three-party talks, Ali would still be able to find such a grasp as Lan Hunger, and he wouldn't even have a chance to become a mortal enemy with Huang Tuan. Otherwise, there is only one word-of-mouth APP left, the product is bad, and the operation is too late, which is equivalent to saying goodbye to this track.

At this time, Xu Xin couldn't help but feel a certain touch, and the scenes of that year were still vivid: "Alas, in fact, if you could take Lan Hungry together, the story of takeaway would be over, and there is nothing to do in local life, how happy and peaceful it is." ”

Chu Yuanxi disagreed: "If you want me to say that it is thanks to Zhang Xuhao's persistence, this market is a little more exciting." How boring is a monopoly?"

"Hey, that's not up to you. Investors' confidence in the monopoly market determines the valuation, so don't you know that you're a monkey?"

"You know, I'm just a boring person. ”

In such a few words, the meaning of both sides was basically clearly expressed, and Chu Yuanxi actually asked who was the driving force behind it. Xu Xin didn't answer, it was nothing more than three situations, first, she didn't understand the question, but it wasn't scientific. Second, she knows but doesn't want to say it, which is also unlikely, because with the relationship between her and Xiaokang and Huang Tuan, the information should be as transparent as possible to avoid consumption that should not exist.

Just like the group buying war between Dianping and Huang Tuan, investors who invested in two companies at the same time were the most embarrassing, because the war would burn money, and the two families would burn their own money together, but they were not distressed.

And when the money was invested, the business of the two families was clearly distinguished, and they did not violate each other's borders, and suddenly they started to do it.

These two companies complement each other's businesses, so it is reasonable for the same investment institution to invest in two at the same time. Just like Xiaokang's business and Huangtuan's business are quite complementary now, Xu Xin also invested in two at the same time. This is the reason why Xu Xin needs to study and research, of course she doesn't want the two families to fight and then burn all the investors' money, and it is unknown if she gets bigger, maybe she will have to do strategic financing at the same time, isn't it embarrassing?

The third situation is, of course, that Xu Xin doesn't know, but it doesn't matter if he doesn't know, Chu Yuanxi didn't even ask Huang Tuan which business he planned to attack Xiaokang. I can't say it if I ask Xu Xin, and I'll know it right away.

Similar to the comments at the time, Xiaokang was also in a strong upward phase and was not afraid of fighting. Toutiao experienced this state back then, that is, after the Toutiao APP was born, it relied on infringing on a number of newspaper news media, aggregating other people's news to their own APP for distribution and then obtaining traffic, so that real news people could not get the exposure they deserved and came out of nowhere, envy Penguin who didn't want it, may regret it, why didn't we think of such a shameless way?

So the penguin was dragged by the rising star of the headline department, and passively fought two battles, and then found that it really couldn't be beaten, and it was not even as beautiful as the more up-and-coming Qu Toutiao.

Huang Tuan also had a similar state, rushing into Ali's hinterland and turning over the river and the sea in one fell swoop. Unlike the penguins, this battle has not only not dissipated until now, but also become more chaotic because of Xiaokang's sudden insertion. This is also the reason why the local life track is regarded as a golden track, only looking at a corner of the country, although the short video is very tiger, but even if the king of the track is the valuation of hundreds of billions. And local life is a big deal at the level of 10 trillion.

Soon, on the day of the joke waiting to watch "I Obey" in the film and television industry, that is, on the 22nd, Chu Yuanxi got a tip, and Huang Tuan wanted to make a move...... It is said that all the actions of Xiaokang have entered the close observation range of the Yellow Group, so although the shared arcade has only just started, it was immediately discovered by the Yellow Group, and then decided to follow up!

I have to say,It's really difficult to share the arcade machine.,It's not difficult for those who will.,For Huang Tuan,Because I've done a shared charging treasure,So this thing has the feeling of being caught.,It's nothing more than accounting for costs、Investment and expected results,And their own capabilities。 Chu Yuan Xixin said that it was because we did it, so it became the "value discovery" of Huangtuan? I originally thought that the food was tasteless, and when I saw that Xiaokang had done it, we should also get on the horse?

That's going to have to be done with them.

During the Spring Festival, there are not many groups within the well-off that are completely endless, and the local push shared arcade group is one. Although some businesses have to close during the Spring Festival, there are also many who do not close for Spring Festival dinner. And most of these points are good points, otherwise people also have to look at the cost performance, and it is precisely because of the good points that they do not close.

Just take advantage of the festive atmosphere to get a spot.

So after the joy of the New Year, Xiaokang's shared arcade plan has begun to see scale, which is not fast, and it has only been a month since Feng Qin proposed to dock resources.

This is also the embodiment of the strength of the well-off today, and it would definitely not work a year ago. Now the well-off has become the climate in the four first-tier cities, with a total of more than 4,000 directly-operated stores, as well as a number of well-off fresh products, which have a wide range of influence, so when people are needed, the army that can be dispatched is also extremely large. When manpower is really tight, you can even mobilize the clerk to go into the neighborhood and have a good chat with the neighbors.

This is an unimaginable advantage for companies like Huangtuan when they do local promotion.

Therefore, when Chu Yuanxi heard that the point that was attacked was actually a shared arcade machine, he did not panic because this business was brand new and had only been working for a month, but inquired about the constitution of the Yellow League with great interest.

Then he called a meeting of all the executives at headquarters and announced it.

Xue Jianhua, who was more embarrassed, suddenly jumped up three feet high: "Huang Tuan is here? Okay! Let them let the horses come over and fight well!"

"Don't shout yet!" Aunt Cynthia frowned! To put it simply, how much money do you have to fight against the Yellow Tuan?

Zhou Mingjun's focus was on technology, and he suddenly asked: "Huang Tuan won't have mastered the block cloud technology, right?"

This is more logical, but Chu Yuanxi can understand it, because Xiaokang does a shared arcade machine with the blessing of the block cloud, it is not a loss, and the cost advantage in pricing is great after spreading the health coins into it. If the Yellow Regiment also has a block cloud, of course, they can fight, but without a block cloud, what can they fight?

On the other hand, because the shared arcade machine can greatly lubricate the density of edge computing, so that the efficiency of edge computing can be increased with the same total amount of computing power, so if Huangtuan has a block cloud, it will definitely have a stronger willingness to do shared arcade. This is something that cannot be provided by a shared charging treasure.

Chu Yuanxi was very surprised that Lao Zhou was so keen at this point, he didn't think of this question himself.

Glancing below, it seems that many people are confused by this question, and it seems that they don't understand. Yuan Yu is a little distracted, her thinking is more wild, at this time I think that Huang Tuan is so entered, the small and medium-sized players who play the shared arcade machine are completely out of life, if the well-off and Huang Tuan do not fight, but it is okay, once the war is an elephant fight, the two elephants may be able to grow each other in the process of fighting, Huahua from the grass will undoubtedly die, so miserable!

Chu Yuanxi glanced at her, but it was Liu Lu who was named: "Sister, don't get distracted." Then he shook his head at Zhou Mingjun, "Definitely not, if there is, it won't be from the shared arcade." ”

The reason why the block cloud is a barrier is precisely because there is still something in technology, no matter how fast the yellow group is, the technical background cannot be compared with AT, and it is unlikely to catch up with AT first. Moreover, it is true that I want to make a shared arcade after having a block cloud, but there are many things I want to do more than an arcade machine, so how can I make an arcade machine first?

Liu Lu is not a little distracted, Chu Yuanxi said above, she looked down at her phone. At this time, she raised her head: "I didn't get distracted, I saw that Huang Tuan was in charge of this project, it was Jin Xu." ”

Many people have forgotten who Jin Xu is, and they don't even know if they entered late, but Chu Yuanxi was slightly stunned and then remembered: "Oh, he." Great!"

"Jin Xu is very capable. ”

"We're capable of fighting. ”

Jin Xu is Liu Lu's old colleague when he was in Xiaomi, who came out to start a business and failed, and then Liu Lu summoned his old colleagues to come in as a director when he was well-off. After coming in, he engaged in personnel methods to install cronies to eliminate nails, and he was very experienced in how to set up mountains, seize power, and engage in large company diseases.

Chu Yuanxi does not deny that this is also a kind of ability, and it cannot even be ruled out that when he becomes bigger, he will not only ask for power and resources, but also have the ability to do things well and beautifully. It's just that this is not in line with the well-off corporate culture, so the gift situation.

As a result, the other party felt insulted and chose to leave undignifiedly, which was considered a bit of a holiday.

Did Huang Tuan do it on purpose? Chu Yuanxi didn't feel like it. At best, this leader is the head of a newly formed business group of Huang Tuan, and the position of Xiaokang is also a senior director, and he has not risen to the level of vice president, let alone CXO. Therefore, with Jin Xu's resume, it is not an overmatch to be a senior director in Huangtuan, but it just happened to bump into it.

However, there is no point in considering whether Huang Tuan deliberately unleashed hostility, and now that Huang Tuan is a competitor, the boundaries of the two sides have finally collided. So does Huang Tuan really have the intention of merging with Xiaokang? In fact, it is normal to promote peace, so there is no need to judge anything.

However, it is still a good thing to see that the management team is as confident as himself, for Chu Yuanxi, this is not an emergency, he has long had psychological expectations, but for others, at least some of them must be emergencies, and most of them choose to be able to fight naturally, which is a relatively good state.

Why are they so confident? Isn't it said that it is a very bad thing to be targeted by the yellow group in the field of local life? Shopping malls and KTVs are okay, but the catering spots are not falling in minutes?

The problem is that today in 2021, almost all merchants know very well that anyone who is deeply bound to a certain platform will become a working boy of the platform. This effect has been shown to be very cruel, no matter what type of platform is the same, for the platform, these workers are alive, small profits or small losses can be, sometimes even regardless of the life and death of the workers, a simple rule change makes the workers worse than dead.

For example, at the end of 2018, the short video on Douyin could not be deeply bound, but when Douyin transformed to encourage live broadcasting, all MCNs who could not live broadcast and would only do short video through train delivery died on the spot.

Another example that is not particularly typical, such as the rookie network, a giant platform in the logistics industry. The biggest bottleneck restricting Ali's e-commerce back then was logistics, and rookies originally wanted to do logistics by themselves, but after doing logistics in person, they found that it was not this material, and not everyone was a big dog, and they could build their own logistics. Therefore, the starting point of the platform is to solve the problem of logistics efficiency and avoid logistics explosion as much as possible.

Therefore, with the establishment of infrastructure and data application platform, the unification of standards, the four links and one reach have indeed reduced costs and increased efficiency, and have become a good technical platform.

However, the express company is always afraid that it will transform into the capacity of the Ali system, and is afraid that the rookie will grab business. However, even if Ali gives a solemn promise, and the express company is on guard, it can't stop the upright development of rookies.

As the rookie puts forward higher requirements for itself, carries out deeper business, establishes more warehousing in enclosures across the country, and supports the intelligent backbone network, the entire platform has gradually changed from a collaborator who uses data to promote the efficiency of express delivery companies, and becomes a controller who penetrates into the various links and capillaries of the logistics system——

After pinning the efficiency improvement on the rookie, it is becoming more and more inseparable from the rookie, and the rookie becomes stronger every point, and the dependence increases by one point, and the regional market is full of rookies swaying behind them.

As a result, as Cainiao penetrates the entire industry chain with digitalization and matches the end-to-end supply chain capabilities of new retail, it also completes the expansion of the whole link from express delivery to logistics. What cold chain fresh, FMCG, and even major appliances, fast drop have warehouse distribution solutions, rookie is a large middle platform, Hummingbird's home instant distribution and Danniao's end logistics landing has become a small front desk for rookies.

What's more terrifying is that Danniao can also be used as a front warehouse, which is difficult to catch up with the logistics of the franchisee as the organizational structure, which can greatly shorten the distribution distance.

At this point, the rookie can say that I am personally going to make up for your shortcomings and further improve the logistics experience. But all directions must know who has the absolute initiative and who has the right to distribute profit margins, because rookies can regain their long-cherished wish anytime and anywhere, and they will end up doing logistics.

Back then, it was not good because there was no gene to do logistics, and there was no rookie, but now through the establishment of rookie, a complete gene has been obtained, and the access system is a franchisee system, and the rookie wants to disintegrate at any time.

And the access system that is deeply bound to the rookie, once the rookie loses the logistics experience, needless to say, it will definitely not be able to see, and the price can't be raised, so it can only be fought at the low end, and it will be pinched to death.

That's why Pony went out of his way to "say differently". The same is empowerment, Penguin's empowerment gives the empowered safe and is decentralized empowerment, while Ali's empowerment is a strong centralized empowerment, and the channels and profits of the empowered are 100% in the hands of others.

And Brother Qiang Dong speaks more directly, Tongda Department will be a brick mover for soy sauce in the future, and the logistics company will not end well if it is not independent. But it is precisely because of the existence of Big Dog Dong, as well as players like Shunfeng who join the rookie but refuse to bind, that they can still breathe because they still have the value of existence.

With the development of time and the progress of society, when the merchants are gradually able to see the disadvantages of drinking water to quench their thirst, and form a social mentality. Therefore, those who have a little ambition and do not completely need the O2O platform to attract traffic to have a business, have begun to maintain a certain distance and flexibility from the big platform.

There is no way to do it with small restaurants and pure takeaway spots, but they are not shared arcade spots, and the dependence of big brands is relatively less. Moreover, the well-off city treasure is also local life, and it also attracts traffic to businesses.

Of course, there are negative effects, because the mind is common, and people and the well-off must also maintain flexibility, which makes it difficult for the well-off to deeply bind the business. This is an interesting change in the market. In short, the two sides still have to fight for conditions and friendship, and some of these battles are fought!

Therefore, Chu Yuanxi began to assign tasks, and Liu Lu's task was to spy on the enemy. This is called attaching importance to the opponent tactically, and in the eyes of outsiders, there is nothing more exciting than she, the well-off No. 2 person, directly spying on the enemy's situation, but Chu Yuanxi arranged it like this, Liu Lu has her own popularity, and she is also very confident to complete the task. Since Jin Xu is the leader of the other party's team, it is obvious that there will be no fewer acquaintances in the other team.