Chapter 153: The Meeting of London

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In later generations, whether it is JD.com, Gome Electric, or Suning Tesco, almost all of them play like this. JD.com, in particular, has a loss on its books almost every year. There are two main reasons for this: First, JD.com has been developing, and its share in the e-commerce field is getting higher and higher. Second, capital operation, with an annual revenue of more than 100 billion yuan, through reasonable capital operation, even if there is only a 1% growth, it is also a volume of 1 billion Chinese coins. Moreover, with the popularity of Huaxia real estate, it is not just 1% to invest in some casually!

Now Guo Shouyun is building NetEase according to the Jingdong model, and the two will naturally follow the same path.

After seeing Ding Lei nodding, Guo Shouyun continued: "After completing the layout of first-tier cities, we will complete the layout of six-hour shopping circles in second-tier cities within 3~6 years. Of course, considering the timeliness of fresh food and fruits, what I mean by six hours of shopping is relative. As long as we ensure that more than 70% of the goods can be done, we need a longer time to develop!"

According to Guo Shouyun's estimate, by the time NetEase completes the layout of second-tier cities, it will almost be the advent of the 'Internet +' era. Offline brick-and-mortar stores will become important, and the strategy will definitely be different then than it is now. Because the time span is too large, there is no need to say much about it now. So as not to cause unnecessary confusion to the development of NetEase. Moreover, there is an iron law of 'half a step ahead' in the tech world.

This means that if you are half a step ahead of the masses, you will succeed. But if you are one step ahead, you will fail. The best examples are the Iridium program and the Concorde in the United States. Advanced is advanced enough, but unfortunately it is too advanced, far beyond the actual needs of people.

After listening to this, after thinking for a while, Ding Lei said: "A large number of our resources are concentrated in first- and second-tier cities, but what about the rest of the country?"

"Of course not, in areas where our self-built logistics cannot be reached, after the customer places an order, the logistics can be handed over to other logistics companies for delivery!

"The last question, in terms of online games, can NetEase establish its own R&D system?"

Facing Ding Lei's blazing gaze, Guo Shouyun smiled, "Of course, in the future, online games will be one of NetEase's core businesses, and building a self-built R&D system will be an indispensable process." As for competing with matrix games, I'm honest, I like to hear about it. After all, competition is what makes for better game developers. In addition, Tencent is the same, if you are interested in online games, you can also get involved in it when you have capital in the future. ”

Ma Huateng's eyes flashed, "Will this cause the consumption of resources within the group? After all, Tencent and NetEase are brother companies?"

Ding Lei also nodded silently.

"There are no two absolutely parallel lines in the world. I have planned the boundaries for you before, just so that you can concentrate your limited resources in the early stage in the most suitable areas and consolidate your position first. When you all grow up, it is natural that you will covet new industries! This will be the collective will of the entire company's top management, and although I, as a major shareholder, can forcibly reverse it, but the matter of individual and collective confrontation is not for the wise!" Guo Shouyun shook his head.

In the future, the development model of the Internet in China will be different from that of the United States, which is more focused and Huaxia is more horizontally expanded, commonly known as the 'Internet ecosystem'. If you look at BTA, they are involved in almost every Internet industry. The most typical examples: Ali has been defeated again and again, but it still does not change its original intention in social networking, Tencent is still keen on e-commerce despite failures, and Baidu, although it is smaller, it is also involved in video, Internet and other fields. Guo Shouyun doesn't think he can change such a general trend, and he doesn't want to change it. Because the general direction of the entire Huaxia Internet is like this.

"So, in the future, NetEase can also develop into a community?"

Ding Lei's words made Ma Huateng's heart sink.

After glancing at him, Guo Shouyun nodded.

"Of course, but I don't recommend NetEase to develop in the direction of the community, you don't have the genes to be a community. Also, don't think that the more industries you get involved in, the better. In a way, this is beneficial. But you need to be clear first: no matter what industry you are in, you must find your own position. ”

After a pause, "I'll give you an example: Microsoft, I think you're all familiar with it. In 1992, Microsoft bought FOX and entered the database software industry. In 1995, the MSN network service was launched, and it began to compete with AOL. In 1996, Microsoft and NBC, a giant of the U.S. broadcasting industry, co-founded MSNBC, a comprehensive 24-hour news channel and online news service provider. In addition to the above, there are many industries that Microsoft is involved in. But regardless of success or failure, Microsoft is still Microsoft. Why do they have the confidence to get involved in every industry they are interested in? Because Microsoft knows very well what their moat is! Where are their roots?"

"Operating system!" Li Yu said suddenly.

Guo Shouyun nodded, "That's right." It is the personal computer operating system. In this regard, there is no company in the world that can challenge Microsoft's hegemony. So on this alone, Microsoft can make billions of dollars in profits every quarter to invest in the industries it is interested in, and even if it fails, it will soon recover with revenue from operating systems. This is the foundation of Microsoft, and it is also the confidence that they dare to expand everywhere. ”

“… If Tencent and NetEase are also planning to invest in the industries that interest you, as Microsoft did. Then it is necessary to build its own moat. Just as Microsoft did with its operating system, Tencent wants to establish its absolute hegemony in instant messaging and community. NetEase wants to establish its absolute hegemony in the field of B2C e-commerce. Only then will you be able to withstand the wind and waves, and you will not be as easily destroyed as a castle on the beach!"

Speaking of which, Guo Shouyun thought of LeTV. At its peak, LeTV's market value exceeded 100 billion, and it had the potential to become a member of BTA. It's a pity that blind horizontal expansion and lack of its own moat will end up going out of business.

Looking at Ma Huateng, Ding Lei and Zhang Zhidong who were in deep thought, Guo Shouyun said in a calm tone: "I hope that at least within five years, you can focus on your main industry and not expand too horizontally." Otherwise, I will exercise the power of the majority shareholder to interfere in the operation of the company!"

Everyone is good to talk and discuss, and giving subordinates the opportunity to express their thoughts and opinions is conducive to maintaining unity and stability within the company. Sometimes, however, it is easy to lose principles by blindly talking about peace, and it will also make oneself, a major shareholder, lose his prestige. So the best way is to 'give both grace and power'! Sweet dates should be given, but sticks should also be always available!

Ma Huateng, Ding Lei, Zhang Zhidong, and even the faces of the five people, including Zhang Lei and Li Yu, all changed differently after Guo Shouyun finished speaking. But relatively speaking, Ma Huateng and Ding Lei, who still faced Guo Shouyun, were more impacted.

Looking at the new boss sitting in front of him with a dignified expression, Ma Huateng and Ding Lei nodded solemnly.

"Okay, now that NetEase's business is over. … Old horse, it's up to you to do the following!"

After Guo Shouyun changed the topic with a smile, he somewhat eased the solemn atmosphere just now.

Ma Huateng nodded, "I discussed with Zhidong all night yesterday, and there are two main issues. First, the profitability of Tencent Music's website? Second, how to build an online literature website?

After thinking about it, Guo Shouyun said: "First of all, answer your first question! Music websites want to make money is actually very simple, excerpt the climax of a hit song and make a ringtone. Put it on the website for mobile users to download. Two dimes a piece, which is also in line with Tencent's wireless value-added services. Of course, this is only one aspect, if you want to, you can also extend the influence of the website to the offline and operate like a music company, such as signing artists, contacting gigs, etc.! However, I don't recommend you to do this anytime soon. ”

"Why?" said Zhang Zhidong in surprise.

"Because Tencent has always been an Internet company. The first thing you have to think about is not how much money you can make each year. Instead, we should care about how many registered users have increased each year, what kind of community content users need and meet them as much as possible, and what opinions users have about the website and correct them as much as possible. That's what you as a senior should really care about. In addition, Tencent and NetEase are both Internet companies, and I hope you will remember them, even carved them into the bones. Guo Shouyun paused, and his expression suddenly became serious, "No matter what the situation, you should insist on putting 'user experience' in the first place of enterprise development." Profitability is just a by-product of satisfying the user experience, and it is definitely not the main purpose. ”

After Ding Lei and the others glanced at each other, he nodded quickly.

Guo Shouyun's words, as well as his views on the future of the Internet, are like opening a new window for Ma Huateng and them to see a completely different scenery compared to before.

When Tencent, NetEase and PayPal slowly grew and grew. When it had a significant impact on China and even the world, Ding Lei, Ma Huateng and Zhang Zhidong also talked about the significant impact of this exchange on their business ideas countless times in public and private occasions. Therefore, this 'London meeting' was also recorded as a major event that determined the history of the development of the Internet. At the same time, it has also become one of the key plots that Guo Shouyun's legendary life cannot fail to mention, and has been talked about and praised by all walks of life in later generations.

Subsequently, Guo Shouyun explained in detail to Ma Huateng the construction of the online literature website. This one he is most familiar with. Therefore, the starting point Chinese network, as well as the VIP system of the starting point, the full attendance award system, and the 20~300,000 words on the shelf system, were born in advance.