If we continue to do nothing like in 2000, the cold winter will be at least as cold as last time!"

"Therefore, in order to save the whole industry, we can't step on the same pit twice! This time, we have no demand and we have to create demand in advance, and strive to shorten this cold winter period to two years, or even one year!

Moreover, this time it is we who are involved on Wall Street, and it is Wall Street that has invested in other industries that has caused the entire capital pool of technology stocks to shrink! This time, it is not Microsoft and Google that have affected Goldman Sachs, but Goldman Sachs who has affected us!"

With the deepening of the subprime mortgage crisis in 2008, which had just turned the page, and entered 2009, the Internet circles of two large countries with different systems on both sides of the Pacific Ocean have invariably entered this mentality.

Everyone shouted "we can't let history repeat itself, we can't step into the same pit", and then they preached that the "700 billion US dollars" and "four trillion" plans have been received, and only by doing more things, drawing more pies, and telling more stories can we lead this large amount of money to the technology sector.

What exactly is an Internet company? What is a technology company? It doesn't seem to matter anymore. A casual traditional business, moving online, becoming larger and chained, seems to be a big story.

It doesn't matter if the story is technology-driven or a pseudo-demand driven by money-spent with no technical content.

"In this battle, it seems that this year's 'Thousand Regiment War' is about to appear as a vicious subsidy for discounting goods, Wang Yuan's ugly group has been born, and so many other discount subsidy scammers have also followed, which is at least a full year ahead of the same period in history.

Moreover, not only is the first time advanced, it is estimated that even the rhythm of the full rollout of the track has become faster, and there is already a takeaway software APP now, fortunately, there is no idea of subsidy, but if the crooked wind blows, I don't know if these tracks can withstand the temptation. ”

Gu Kun, who is in Lanfang, still maintains a concern for the country and the people about the bad business trends in China and even Oceania, and he can still see the undercurrents in front of him clearly.

You read that right, he is concerned about this type of market, including the "Oceanic States". It's not that he cares about Oceania, but he knows that the Internet has no borders, and if the people of Oceania invent it and get through, it will spread to the world like a virus.

If Gu Kun only kills the ugly group and beeps, but lets the inferior survive, and also swaggers through the market, it will also deteriorate the world.

To kill the subsidy network, we must play a game of chess in the world.

In Gu Kun's place, Kalanick must end up like Iprasin, and his reputation will be ruined, and this matter can be settled.

......

Everything is as Gu Kun expected, in the second half of 2009, the first shot of the subsidy war in the Chinese Internet circle was indeed provoked by Wang Yuan and his competitors, and the main battlefield was group purchase discounts. All major platforms have begun to grab traffic for vanity, and even sell goods at prices lower than the cost price, which has greatly disrupted the market.

However, Gu Kun did not intervene at the first time, because at this stage, the other party was not rampant enough, and did not clearly violate the "Anti-Monopoly Law" and the "Anti-Unfair Competition Law".

Because there is no big capital support behind those group buying platforms, they can't afford to burn too much money, so they just engage in some limited ultra-low-price "seckill" sales.

This is not a large-scale operation, but a number of promotional activities, which are similar in nature to prize sales in the early years. As early as the 90s, the relevant laws and regulations of Huaxia stipulated that as long as the prize promotion is limited and the value of the prize is less than 5,000 yuan, it is a legal marketing gimmick.

Therefore, as long as they are not open to the point of "dumping below cost price with unlimited supply", it is not a crime, and Gu Kun is nameless. He cherishes his feathers so much, and he is always on the side of the law, of course, he will not act ahead of the curve and punish without teaching.

The limited sales of the spike subsidy war, lasted in the middle of 2009 in the second and third quarters, to the fourth quarter, these platforms finally a little unable to hold on, relying on their own funds to subsidize sooner or later will die of blood loss, so they began to lower their bodies and frantically seek pure financial investment.

Of course, there were also people who came to Gu Kun, but Gu Kun didn't want to be the initiator, he wanted to be the last anti-killing and deterrent role, so he refused.

After the National Day holiday, the person who pulled the investment bypassed Gu Kun and pulled it to Ma Feng of Ahri Baba - it is not surprising that the ugly group of Wang Yu in history was pulled to Ahri Baba, and Ma Feng couldn't see the track of group purchase subsidies clearly, but he felt that it was also good for him to promote Alipay by others like this, so in addition to investment, he also sent Gan Jiawei, an employee of Ahri No. 67, to go undercover in the ugly group.

In history, Ma Feng also specially acted in the drama of playing a bitter trick, making excuses to open Gan from Ahri first, and let him play a posture of "running away in anger" to go to the ugly group, so that Ahri has nothing to do with the ugly group, similar to beating Huang Gai and then letting him descend to Cao, no matter what cheap business model the ugly group does in the future, it will not be Ahri's pot.

It's a pity that Gan has become an ugly group, and an undercover agent has become COO, which is only one step behind CEO Wang Yuan.

If you go undercover to the second-in-command, it doesn't matter what the old master Sir once ordered.

However, in this life, Ma Feng obviously attaches more importance to the opinions of Gu Kun, the former major shareholder, so when he received the goodwill of those group buying companies, he still called and asked first:

"Brother Gu, this matter is good for us, I know that those customers who call with discounts and subsidies are not real customers and have no loyalty. However, no good for the ugly group does not mean no good for our Ahri, now there is only one competitive mobile payment tool on the market, only our Alipay APP, no matter how they fight, they have to use our payment, we can let Alipay continue to grow rapidly"

Ma Feng's abacus is very clear: it is 2009, and Ma Feng does not know that there will be something called WeChat two years later.

So in Ma Feng's view, the only ones competing with Alipay now are QQ wallet and Du Niang wallet.

And Alipay in this life is far more powerful than the same period in history. QQ Wallet and Du Niang Wallet and even other more niche wallets similar to E-Pay (Ding Sanshi's) wallets, all the products after the second place in these industries combined, the usage is less than 5% of Alipay.

In other words, more than 95% of the users in the industry are occupied by Alipay, the first place.

The bigger the mobile payment market, the more Alipay will benefit. Consumers have no loyalty to the ugly group, but they can form a reputation and habit for Alipay, because the discount is not committed by Alipay, but by the ugly group.

This is the same logic as the later taxis and food delivery software in history that were burned and subsidized.

Gu Kun's attitude towards this is: "If you want to invest a little, I don't care, but I hope you are mentally prepared for the valuation of the part of the equity you invested in the ugly group to lose in the future." In other words, you will treat this money as Alipay's marketing and promotion expenses, and don't expect the ugly group itself to appreciate to bring you benefits. ”

Ma Feng's heart froze: "Brother Gu...... Are you still treating people as consumables?"

Gu Kun: "My attitude has always remained the same. I embrace price reductions and concessions for the benefit of the people, but only if you really make progress in science and technology, or progress in management, can sustainably reduce costs and sustainably improve social productivity.

However, if it is not the sustainable productivity growth brought about by scientific and technological progress and management progress, but the temporary scam brought about by the subsidy of the capital dog, the kind that will rise in price after the deception is over, I will be punished even if someone is far away - I will not use off-the-plate tricks, I am in business, and when they feel that they have occupied the market by dumping and killing all their opponents and want to raise prices again, I will create a low-cost opponent who can destroy everything. ”

"I know how to do it, and I just treat the money as a one-time marketing expense, and I don't expect the investment itself to pay for itself. Ma Feng is also very decisive, and has thought about the use of tool people and tool platforms.

......

In the months that followed, the subsidy war finally entered the stage of subsidies with full unlimited sales, and legally speaking, it was dumped.

If it was a traditional company doing this, I am afraid that I would have been accused that my father would not know it a long time ago.

However, because it is an Internet company, it is more tolerant by the regulators, and it can take advantage of the benevolent intention of "giving them more time to explore and observe new things that they can't understand" to make waves for a while.

The positive and negative sides of the same track have been repeatedly washed, and the number of users of Alipay is skyrocketing by hundreds of millions per quarter, and the development speed is far exceeding the same period in history.

Gu Kun watched for a while, feeling that these people's imagination was too poor and they were too slow in discovering new tracks, so he decided to personally push it and cultivate a group of dead soldiers to inspire-

He is very principled, and he will never invent a subsidized style of play. But once the subsidized play is invented by other villains, he can quickly transfer these plays to new tracks.

For example, some people invented a subsidy war in the field of group buying, and Gu Kun can quickly transplant it to takeaways, taxis, and other fields, and even pretend to inspire others to engage in the sharing economy.

Of course, because history has changed, the order in which these things appear will no longer be the same.

For example, in history, the food delivery software of Ele.me actually appeared in 2009, but it has been developing relatively quietly and beautifully, and it was originally a non-subsidized justice company, but it grew slowly, so it was polluted by the subsidy war at the latest.

And taxi APP,At the end of 2009 and even in 2010,It is not suitable for appearing,Because these things have high requirements for the GPS positioning accuracy and penetration rate of mobile phones,09Many early Android machines do not have GPS modules。

(Takeaway delivery is not affected by GPS, the early not hungry is the user who fills in the address by himself, and the delivery person can find it without a map, even if there is a map, there is no real-time positioning.) At the same time, early food delivery apps do not provide real-time rider location, and people who order food can't see where their food is delivered)

Of course, other capitalists will not take the initiative to provoke the war of "subsidizing multiple tracks at the same time", because that will lead to dilution of funds, and the total valuation cultivated will not be as good as that cultivated in batches, industries, and tracks-

NASDAQ has so many IPO listing indicators every year, if you incubate multiple tracks together, it means that these companies will also be listed on NASDAQ in the future, so isn't it enough to be deceived on NASDAQ?

——

(PS: The editorial staff of the website has been adjusted, and I am glad that I can rewrite history without changing the editorial team, and the book should be open next week.) The next chapter is the finale.,The finale I'll wait for the day of the new book to be released.,It's easy to inform.。 Thank you for your understanding.

It was a website adjustment, so it took some time. Friends who don't want to read history, there is no way, the main thing is that the contemporary background is not good, the strategy is too realistic, and my IQ can't be brought into play. It is also taking advantage of the trough period when his popularity in the metropolitan area has dissipated, and he has switched tracks.

To be honest, if it was the 80s guy who had just finished the book, then I would definitely not want to switch tracks, because I still had a lot of stock popularity at that time, and I also wanted to give full play to the residual heat of the stock. In fact, over the years, I have saved a lot of ideas to go back and write history, but I am reluctant to do so because my city is not enough to pounce. This time, I finally gave up and let myself go. ）

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