Explanation of some questions in the book review area!
These chapters have been explained repeatedly in the book, and I thought it was almost explained, but it seems that everyone is still very entangled in some problems, so let's reiterate it here!
Many readers said that now the protagonist's starting point is much higher than Ma Yun's, but he still gave up Alipay, and he is suspected of kneeling and licking, I really don't know where everyone came to the conclusion. Pen % fun % Pavilion www.biquge.info
In terms of funds, Ali has already received 25 million US dollars of venture capital from SoftBank and Goldman Sachs, which is more than 200 million at the exchange rate of about 03 years, how much money does Gu Heng have in his hands?
In addition, some readers said that Gu Heng can also make an online shopping platform to raise funds, which is not very realistic, and it will take at least some time to improve the structure of the platform, right? Before the platform is launched, it must be pulled to a certain number of merchants to settle in, right?
As the second person to eat crabs, how much preferential treatment do you think the capital market can give? You know, not all investors are willing to spend money like Sun Zhengyi, if all the capital was optimistic about Ma Yun's e-commerce at that time, Sun Zhengyi would not have had the last laugh, and the success of investing in Ali would not always be called the most insightful investment.
In fact, according to the information I checked, there have been several times when Sun Zhengyi and other investors have the idea of running away, because Taobao's free strategy in the early stage is too money-burning, so to speak, it can be said that the early stage has been burning money for several years. As a follower, Gu Heng may not be able to have as good luck as Ma Yun and be able to persevere to the end.
In addition, let's analyze it from other aspects:
Ali's predecessor is Alibaba, in 2003, is the largest online shopping platform for small and medium-sized enterprises in China, has a good influence, otherwise he would not have the pride to engage in any West Lake sword, but also has invited the founders of the three major portals, including Lianzhong, 3721 Zhou Hongyi (the future head of 360), Tengxun Ma Huateng and others.
On this basis, Ali has been operating in the B2B field for so long, and the transformation to C2C can be said to be a lack of genes and a team, which is his advantage.
On the other hand, Gu Heng, except for a smaller Alipay in his hand, has nothing, and even if it is funds, it may not be as sufficient as Ma Yun, which means that he has not gone through any financing at present. Without genes, it is bound to be more difficult to get the corresponding investment, just like a furniture maker, who suddenly wants to run to open a clothing store, and it is normal for everyone to be not optimistic.
In addition, Ali's plan is very huge, whether it is Alipay or Taobao, if the protagonist breaks in, it can be said that there is basically no energy to take care of other aspects, see how many things you have to worry about, hundreds of thousands of stores are filled, pull users, pull investment, and have to worry about the capital in turn hollowing out its own management rights (this is not groundless, historically, Ma Yun was almost taken away by Yahoo), and you have to open up the banking system of cities across the country, and you have to cooperate with banks in the future, launch UnionPay and other systems, etc., and later threaten the development of banks when you need to face the bank's counterattack and so onβ¦β¦
Think about it, if the protagonist breaks in, how many things will he have to worry about? and energy to be busy with other things? If he succeeds, what if he fails? After all, Ma Yun is not a simple character, and eBay at that time was also a strong competitor, and he had to face many other competitors in the future.
As for saying that the protagonist can completely retain the equity of Alipay when he enters the e-commerce, it is also impossible, Alipay is also a very money-burning thing, just free of handling fees, how much money do you have to burn? So if you want to continue to develop, and it is more than ten years, you will inevitably introduce investment, don't you see Ma Yun to the end, and there is only so much left of Ali's shares?
In fact, in the early stage, it has always been in the Ali system, relying on Ali's financial support to develop, but later Ma Yun did not have the consent of other shareholders, forcibly split it out, transferred to his own company, and then had a relatively large controlling stake in Alipay.
Spend more than ten years and devote yourself to it, but in the end you may not be able to win Ma Yun, do you think it's worth it?
Ali's cake is big, but it also depends on how much it can hold in the end, besides, other cakes on the Internet are small? Real estate, Meituan, games, Weibo, and even film and television entertainment, with Gu Heng's prophet, find a suitable entry point, and you can turn stones into gold casually, which are also very profitable businesses, the key is that unlike Ali, you must continue to invest for many years to see the output.
Finally, I would like to add that Fan Chen is not anyone's brainless fan, the reason why he chose Tengxun is because it is easy to cut in, and he only needs to develop a platform with a high degree of stickiness, and it is possible to fight with Tengxun, and he can win by creativity, which is the biggest advantage of being a reborn, that is, Gu Heng.
If you do Taobao, relatively speaking, it is a detailed job, filling shops, pulling users, opening up the banking system, pulling investment, and at the same time, you have to play with capital, worrying about the change of management rights, and you have to worry about policy tilt in the later stage, such as the bank's counterattack, etc., which is too complicated, there are too many things to worry about, and the input is not proportional to the output.
In addition, there is another key point, that is, the road of imitation Teng Xun has achieved quick results, Teng Xun has begun to make a profit in 03 years, and on the other hand, Ali, in the past few years, the only theme is to burn money support, I believe that everyone does not like to see the protagonist has been pulling investment everywhere to burn money, but like to see the protagonist do those who make money quickly.
Khan one, he has written so much, it's almost a chapter update! The problem is explained here, if you can't accept it, I can't help it, I can only say, don't think of the protagonist as too omnipotent, he still needs to grow, and the future is still very long.