Chapter 161: Do You Think We're Here to Kan Dashan?
In fact, Ali's hand-to-hand combat with the enemy in multiple directions is not a crisis, which just shows Ali's strength. Each of the MTs standing in front of Ali is a well-known character, but Ali only needs to send one side of the army to compete for the Nash equilibrium point. Although he had to fight hand-to-hand and fought in his own core, he did not fall behind.
Unless there are new and unexpected variables, such as those made by the well-off.
For any other company, in the face of this situation, there is no need to kneel in battle, and kneel like the well-off, and all the well-off will have to hide behind the MT.
For Lao Fan, it's a pity that Chu Yuanxi will obviously not be as happy as the Ba Man game this time, if he is really a person who only loves money, it will be simple, but if you think about it with your ass, it will definitely not. Judging from his actions over the past year, he is a proper careerist! Even the transaction of the Ba Ren game, now that I think about it, I have the feeling that I have been fooled! Chu Yuanxi's desperate conviction was premeditated!
However, no matter who praises or dispraises, even competitors have to admit that Ali earned the purchase of the Baren game.
So the strategy formulated by Wu Wei before setting off was: "Let's talk first, first make sure that the penguins can't receive it, and as for mergers and acquisitions, don't rush to get it this time." ”
Lao Fan is a little confident in this, because any penguin can offer a price Ali, and it will be better.
He thought about it a lot, but Wu Wei behind him didn't seem to think about anything, and when he heard Chu Yuanxi emphasize the relationship between himself and Zhang Ming, he suddenly laughed: "Mr. Chu, you really don't know the headline system, the headline system doesn't matter if the relationship is not related, the boat of friendship will overturn." ”
Chu Yuan Xixin said in his heart, is it because your boat is going to capsize? If this boat capsizes, it will be a pit for Dad, and the pit is for the country's short video operators, and the larger the pit, the deeper the pit......
Of course, the Ba people don't care, the Ba people can move a small bench and stand outside the pit to watch the play with peace of mind. This is not because Chu Yuanxi and Zhang Ming have a good relationship, but because the Ba people are one of the few tubas who do not bring goods. But those anchors with goods are about to experience the second earthquake, the first time is that Douyin adjusted its own ecology, suppressed unofficial live broadcasts, and pit a group of anchors with goods.
You must know that now more than two-thirds of the shopping links on Douyin point to Taobao Tmall, the headlines and Ali's boat have capsized, and countless grandmothers have to rearrange their product windows, facing the same workload as the sea.
But no one in this matter considers the feelings of the grandmothers, the headlines have a tendency to incarnate the penguins to fight on the whole map, BAT has to fight all, e-commerce is so important, of course people have to take it back. Douyin has launched Luban e-commerce for so long, it is not mandatory, and the grandma owners still drain traffic to Taobao, can this work?
Therefore, Chu Yuanxi made a "slight smile" expression, and said with concern: "Mr. Wu, I think Lu Ban is about this, you bully people first." Although Ba people don't do e-commerce with goods anymore, they still understand the rules, and you have to charge 6% of the transaction fee for the grandmothers to drain from other people, which can't blame Zhang Ming for changing his mind. People have a righteous name, and self-built e-commerce reduces the cost of grandma owners and provides a better ecology. ”
"You don't have a backache when you stand and talk!" Lao Fan was blowing his beard and glaring at him, but unfortunately he didn't have a beard!" "We are called a last resort, do you understand?
Chu Yuanxi thought about it, Ali is an empire built on traffic, and from Ali's point of view, Douyin and Kuaishou are external forces. Internal forces have to pay Taobao, not only to pay advertising fees to get on the "through train" and other publicity channels, but also to buy data service fees, that is, business staff, traffic vertical and horizontal, and so on.
This is a service that merchants must buy, and it is also an important source of Taobao income, and it can even be said to be the foundation. For merchants, this part of the funds belongs to Lao Fan's so-called "budget".
In the advertising market, Ali has always been the boss, and the penguin has never been the boss, although ordinary people think it should be, but the actual situation is that advertising is not the lifeblood of penguins, accounting for only one-fifth of revenue. Even the subdivided game advertising, which is barely the core area of penguins, has not been a big brother for many years.
But for Ali, if the external forces do not pay the money, but simply and rudely bring the goods directly, they will fiercely impact the Taobao system. All go to the outside to do it, what data service fee does Ali eat? So external forces, pay the money.
It is precisely because Ali is an empire built on traffic that the president's wife is so serious about tearing up Xiaosan, because the nature of the matter may not only be melons and benefit transfer, but also traffic manipulation. Large, medium and small merchants on Taobao and Tmall spend a lot of money to buy traffic and advertising space, and what they need most is fairness.
At this time, Wu Wei suddenly noticed that there was a brand-new drone in the Xiaokang President's Office, the latest version of DJI, on which the gimbal of DJI's Spiritual Eyes was installed.
"Mr. Chu is still a fan of DJI?"
"No, no, no. Chu Yuanxi also saw the drone along the line of sight, "This, I'm just prepared, prepared." ”
Lao Fan Xin said that it is better to prepare a drone, "You, use a drone?"
"That's not good. Did you know that in April, the chairman of a listed company climbed over the wall and entered a rival's factory and was arrested for secretly taking pictures?"
Lao Fan was even more confused: "I know, after the catch, his company's stock has risen and stopped." You're there for...... Capital operation?"
"No, I'm curious why he didn't put a drone in to shoot it? Wouldn't it be fragrant to put a DJI Soul Eye in? If you put a drone in, the security guards can't catch you if they want to, and they can't stop it if they want to, and they can't stop it if they want to. ”
"Yes, why?" Lao Fan became more and more confused, because this kind of thing is not like what a normal person can do at all, but a chairman with the status of a listed company did it, which is a big reward for human confusion.
I only heard Chu Yuanxi say: "If my guess is correct, it should be his whim that day or some reason why he must see it, but he made a big mistake by not preparing the drone in advance." So, I'm ......."
Lao Fan couldn't help laughing, but Wu Wei frowned, feeling that Chu Yuanxi was not simple. Isn't this man stressed at all? He didn't think that we people who were so busy came to listen to jokes? But he was not in a hurry at all, neither in a hurry to express a statement, nor in a hurry to exude an air of optimism or rejection, or even to be curious about the new offer of this visit.
In fact, there is not much opposition within the group to raise the quotation, because the transaction of Baren Games is obviously made by the party from the perspective of the market after the fact. With this position as a foundation, there is a little more flexibility when merging and acquiring a well-off.
Her style has always been quick and she doesn't like to beat around the bush, but now, when faced with a very important M&A negotiation, she is not in a hurry. But the jokes are definitely not told, Wu Wei plans to talk about business, talk about the cash flow of convenience stores, payments and social networking, and talk about what she is good at, which is also relatively tight for the well-off.
Although the little girl named Yuan Yuan next to her had a very hard mouth, and when she came in just now, she said that the well-off cash flow was very abundant, but the question was that in front of her, the gold medal CFO, whether the cash flow of a company was really abundant, as long as she looked at the face of the rookie CFO, she could see that it was not far from ten.
However, Lao Fan spoke first, and continued to joke Chu Yuanxi: "Hey, I'm curious what you think? The functions of this AI leader and AI group leader are too fresh, right? There are too many routines in this ring! I think it's very problematic." ”
"What's the problem?" Chu Yuanxi was inexplicable, and there were many routines, which could be regarded as a compliment in the industry to some extent. Pinduoduo has more routines, whether it is for users or the capital market, even soaking in Gome can be a pillar in the capital market.
I saw that Lao Fan didn't know whether he was serious or fake, and said: "It's hard to imagine that you are starting a business for the first time to do retail, I think you look like a veteran for many years, but you were indeed a product manager and self-media before." ”
Chu Yuan Xixin said that there were indeed not as many routines in the old man's original world as there are now, which is the result of optimizing once. But Lao Fan's feeling is still quite accurate. It's a pity that there is no place to be reasonable.
"In the final analysis, this is all the transformation of the public domain to attract fans and the private domain, I have already played very slippery in the era of Ba Ren Entertainment, otherwise there would be no "Out of the Mountains in Troubled Times", right. I am not modest on this road, I have long been ahead of the times, this time it is just to use it in reverse, and the private domain attracts fans and the public domain is transformed, this is called Shenma? Win-win, win-win! You see that even the hippopotamus Mr. Hou is very welcome, isn't it?"
"That's a nice thing you say. "Lao Fan Xin said that he was able to argue, and he would definitely not be able to say Chu Yuanxi, so he still had to focus on scare. "You have so many routines, you don't know if you can fool the penguin?"
Chu Yuanxi laughed, "I can't deceive you anyway, I'm waiting." ”
Lao Fan Xin said what are you waiting for? Waiting for the ban? Look at your expression, why do you seem to have any happy feelings?
As everyone knows, Chu Yuanxi really feels like there is a happy event. He originally planned to focus on procrastination, but when the step-by-step strategy really started, he felt as if he had missed something.
The so-called omission is a new situation that has not been experienced in the original world. If you don't have experience, you don't have experience, and you don't have experience, that is, it is impossible for Penguin not to be interested in what Ali is interested in.
Until now, Da Long's father has not blocked the link of Xiaokang, because what? Not because Xiaokang can transfer identification codes to continue to pollute WeChat, nor because Xiaokang has offline stores, so only the blockade of non-operating areas is effective, but maybe Penguin's people are also coming.
Before you talk about mergers and acquisitions, you should seal people up? This doesn't seem to be the right thing to do.
Will the penguins directly take mergers and acquisitions as the goal to talk about being well-off? In fact, Chu Yuanxi was really uncertain before, because Ali emphasized industry and Penguin emphasized virtuality.
Moreover, Penguin Investment has a special emphasis on making good connections, that is, no more than 20% of the Buddhist investment, which makes the war investment look similar to the financial investment. Only the real core investment cannot be let go, such as Fighting Shark, Maoya, Station B, Kuaishou, which have a strong correlation with their own business or have a strong strategic position in content and traffic, and can form a synergy, will significantly increase capital and even mergers and acquisitions.
A well-off convenience store, even if he shows some social ambitions, the penguin as a social overlord may not be able to look at it, and even if it is visible, it may not be raised to the coffee position of the fighting shark.
But today, Lao Fan and Wu Wei came to the door together, and he suddenly had a little feeling, that is, maybe he could use his strength to play a little, drag it on both sides, and mix up the identity mark of "not standing in line"? Of course, this has to be based on the premise that the penguin strategy misjudged and Da Long's father left Germany.
If the penguin's verdict is that the well-off may grow into a threat, then don't say anything.
So the question is, will the penguins misjudge? No, no. Companies like BAT don't need to be mythologized, and each has room for error. In the case of penguins, it goes without saying how bad the miscalculation on the short video is a bad strategic disadvantage, right?
Further back, I think that when Zhang Ming started his business, he listed Baidu as a big enemy, and in order to calm his anxiety, he began to wave a hoe against Baidu in 2014. But Baidu regards the headlines as allies, and has always thought that they are little experts in beating penguins, so Baidu occasionally has to help out, until 3 years later, it suddenly dawned on me, we seem to be mistaken!
Only Ali, although there are big or small mistakes in the specific operation, for example, not only did he not control the Huang Tuan, but he was also hit by the Huang Tuan and became a big problem, but there has never been a major problem in the strategic judgment. As for tactical misses, there is no reason to be 100% successful in this complex market.
This is also the reason why Chu Yuanxi listed Ali in the first danger level in his heart.
Wu Wei saw that Lao Fan couldn't talk like this, Chu Yuanxi was eight-sided sealed and eight-head blocked, and he had something to say to catch it. So she also threw out a question: "Mr. Chu, I also don't understand one thing, you suddenly acquired a number of front-end fresh food businesses at one time, just to make your health coin have an anchor point? Is the cost of cash flow too great?"
Chu Yuanxi didn't catch this immediately, because Wu Wei named it as the price of cash flow, that is, instead of considering the valuation at the time of the merger and acquisition, whether it is worth it or not, but naming the fresh front warehouse as a money-losing goods.
Yuan Yu knew this idea of completing the closed loop of business, but she knew that Chu Yuanxi would never be able to say it. I only heard Chu Yuanxi say: "They plan to lose money first and then make money when they engage in fresh front positions, monopolize the market, increase density and reduce costs." I'm not, I just need them not to lose money or lose less, I get enough offline users to earn this money, and the most important thing to engage in social networking is user density. ”