Chapter 928: Google Yahoo
If the facts are to be attributed, only about 30% of the transactions on Aal come from eBay, which means that the relationship between the two parties is not as close as everyone thinks. And historically, since Aal spun off from eBay and encountered the explosion of mobile payments, this world-class third-party payment tool has exploded into vitality. A few years later, it reached a market capitalization of $130 billion, which is not far from the valuation of Ant Financial.
Although Zhou Shi was very sure that Yahoo would not buy eBay, there were still several board meetings to formally discuss the pros and cons of acquiring eBay, and then the eBay spin-off was aborted, and then Yahoo's acquisition of eBay was also aborted soon after.
Is this considered a shirtless battle? Zhou Shi didn't really understand. Business competition in modern society is becoming more and more complex, and many times it is not so naïve or direct as in film and television dramas. Just like Zhou Shi's attack on Google and Microsoft, it is unconsciously, maybe they have not discovered it until now, and they will not find out the role that Zhou Shi played in it in the future.
There is such a passage in Sun Tzu's Art of War: Those who are in the battlefield first and treat the enemy will be discouraged, and those who will be in the battlefield and tend to fight will work, so those who are good at fighting will cause others but not others. To put it simply, the army that arrives at the battlefield first and waits for the enemy will be calm and active, while those who arrive at the battlefield later can only respond to the battle in a hurry, and will definitely be tired and passive. Therefore, a person who is good at directing operations always mobilizes the enemy, not is mobilized by the enemy.
If you know where the road is, then letting your competitors take the initiative to go down the wrong path is undoubtedly the most clever strategy. The question is who can accurately predict the future, and who knows that there is no future in those directions. No one would make a mistake that is too obvious, just like Google now, which is divesting its life services asset, which is Grouon. It seems that it is preparing to go public in the second half of this year, and I don't know if there is a market value of 10 billion US dollars, and whether Google can make back the investment.
Grouon is still relatively good, Google's efforts on social networks, can basically be determined in vain, Google video in the competition with YouTube, until the era of mobile Internet, through Google Android on the mobile terminal has a little improvement.
Google bought Motorola a few years ago and then left the patent license behind to sell the business to Lenovo. Instead, it acquired a sub-brand of HTC, which was soon squeezed out of the top ten in the world by several companies tacitly because of the suppression of husk nuts and the strength of Samsung. Today's HTC has lost the value of being noticed.
It can't be said that Google has failed in recent years, but there are still many successful products for him. Let's not talk about searching, the first in the world. Gail, AS Maps, Earth, Android, and Unmanned Driving are all very successful products. It's just that the chro browser, the translation function, and the Android system have been truncated by time, shaking the foundation of Google. Bill Gai said that Google Android is worth $400 billion, and that Time can take at least a quarter of it.
The key to Google is not this, several failures not only hit the confidence of investors, but also the confidence of business managers, and shake the confidence of Google employees, why are they a group of the best employees in the market hit again and again? The shaking of confidence is the most fatal, it may have no impact in a short period of time, and if time and Yahoo fail, it will have no effect. Once the two sides are entangled, Google's bigger defeat could follow.
"Mr. Zhou can rest assured that Google Grouon is not as good as us in terms of market share and specialization. YEL's future CEO Shen Haoyu said
Yahoo wants to spin off YEL and go public independently, and Google has spread the news that Grouon is going public, no doubt to hit YEL. However, with Airbnb, YEL and Grouon do not compete in one dimension. And he also has a spare OYO in India, and if things are not in agreement, he will immediately pull over to challenge Ricele and compete with the traditional hotel industry. What is the future of Grouon, who follows YEL's steps?
"Still be careful, Google's biggest advantage is that it has more money...... "Zhou Shi, Google's money is undoubted, and the same reason is that Baidu has a lot of money in China's Internet companies, but there is no inevitable connection between money and success, but it can magnify its own advantages many times.
For big companies with a lot of money, a promising project is just a part of the credit of their employees, and for start-ups, it's all they have. The level of focus between the two is certainly not the same. The biggest difference between YEL and Google Grouon should be the presence of Zhou Shi, who has always been clear about what he needs. With a clear goal and direction, Silicon Valley's elite will be extremely productive while receiving high wages.
"Google shouldn't really let Grouon go public independently, which is not in line with their traditional and cultural ......," Mayer
The same person in different positions can have different roles, and Mayer, under the leadership of Zhou Shi, has played a role that exceeds Zhou Shi's expectations. The success of so many Yahoo products has a lot to do with her obsessive-compulsive obsession.
Whether or not Google will let Grouon go public on its own shows that Yahoo's power has been unsettling, even though Google's market capitalization is about three times that of Yahoo. It's nothing, if it is ignored all the time, it only means that the company is not strong enough. Being valued and pitted by others shows that your strength has made some people feel dangerous.
"Why is Google targeting Yahoo?" someone asked on the ORA
"Because Yahoo occupies nearly one-third of the search engine market in North America, Google feels the crisis for the first time!"
"Because Yahoo is ahead of Google in the field of artificial intelligence, he is very unhappy!"
"Because Yahoo has the strength to challenge Google in an all-round way!"
Countless answers can be summed up in one sentence, Yahoo is getting in the way of Google's money.
"Who are you more optimistic about winning in the competition between Google and Yahoo?" said this question on Twitter, which caused a lot of discussion.
"Google, of course, Google has always been the best Internet company!"
"Yahoo's annual revenue is only more than Google's profit in a year, and it is still losing money, what qualifications do you have to challenge Google's ......"
There is nothing wrong with this sentence, Google's annual revenue in 2014 was about $60 billion, and the cash and cash equivalents held were also $60 billion, and last year's profit was about $17 billion.
"Google Duo and Smit are much better than Yahoo's management, and the best people stay at Google, and Mayer came to Yahoo when Google can't get along anymore. ”
Zhou Shike does not have this confidence, even if he knows that the role of search will be reduced, but the future of artificial intelligence is not clear, and Yahoo's cloud computing is not very powerful