There's no value in speculating on the behavior patterns of a peer, especially if the peer isn't a direct competitor and will soon unravel the mystery on its own. Pen, fun, pavilion www. biquge。 info

A few days after the meeting between Zhou Lixin and Gu Mojie, the New Year's holiday ended, and the report cards of all parties were put on the table, and Ma Feng's new actions were also revealed as scheduled.

From Christmas 2010 to the end of the winter vacation on February 14, 2011, in a month and a half, the number of WeChat wallets increased from 20 million to 70 million, and a total of 4 billion money was burned. Hatsune's wallet rushed from 90 million to 130 million, and the amount of money burned was comparable. Alipay rose from 200 million6 to 200 million8, but the mobile migration rate was the highest.

But the above figures are only statistics of the benefits brought by the red envelope function, in terms of grabbing tickets for the Spring Festival, Tengxun did nothing, just stood on the shore and sprayed a handful, so in vain I watched the Hatsune system brush one or two million more users. In the end, the total number of users of the Hatsune wallet naturally reached 100 million5.

As of mid-February, the number of effective users reached 460 million, 97% of QQ/WeChat, 290 million monthly active users, and 170 million daily active users, which were 119%~122% of QQ/WeChat.

Ma Feng intervened in the battlefield in the red envelope war at the end of the year, and then quietly stayed away from the battlefield between WeChat and Chujian, and went to find his own O2O plan alone.

Gu Mojie has always paid attention to Ma Feng's dynamics in a timely manner, and asked his secretary Ye Minru to report as soon as there is a new situation, Ye Minru has lived up to his mission, and has always kept an eye on it, and sorted out a report to Gu Mojie within a few days.

……

"On February 14th, Ahri Group invested in a takeaway e-commerce start-up that was established around the National Day in 09 and has just been around for 15 months and has survived the angel round, called 'Eleme'.

I heard that the founder was 6 seniors in a dormitory of Shanghai Jiaotong University, and the motivation for starting a business at that time was because he stayed in the dormitory every day to play games, was too lazy to call for takeout, and was not angry that he had to report the delivery address and taste preference every time he called, which was too annoying, and then he got an e-commerce platform.

By the end of last year, this small company did not have any very reliable long-term planning, and it took 1.8 million angel wheels to support, currently covering more than 20 takeaway restaurants around universities in Hujiang City, and more than a dozen universities in neighboring provinces, such as Gusu University, Qianjiang University, Jinling University, etc., with a total of more than 1,000 cooperative businesses.

The project was valued at less than 10 million at the end of last year. Ma Feng directly asked his subordinates to take 50 million to do a round A for the founding team, giving them a premium of 5 times the valuation, directly asking for 51% of the other party's equity, with a total valuation of 100 million after capital injection. However, Alipay does not interfere in the operation, and the only contractual condition is that in the future, without Alipay's permission, it will not be allowed to access new payment interfaces for 'Ele.me'. Let them spend money as soon as possible to pave the way and expand the circle of cooperative merchants. ”

Seeing Ma Feng's action, Gu Mojie almost understood the other party's mentality in seconds.

No matter how small the mosquito leg is, it is still meat.

Although food delivery e-commerce cannot be used as a revolutionary scenario of mobile payment, it can only be a icing on the cake after users have developed mobile payment habits. But Ma Feng is obviously thinking about taking advantage of the fact that all the companies in this industry are still very small, and then occupy a pit first.

The takeaway has smashed 50 million first, and several other more urgent areas must not be increased by five times or ten times?

"In addition to takeaway, what projects has Ma Venture Capital invested in?"

Ye Minru pointed to the report and said: "At present, the most urgent and easiest technical realization of the O2O concept is the in-store consumption project. At present, there are several group buying and sharing companies in China that have been established for two or three years in this field, and Ma Feng should have been inspected by all of them, and they have bet a little separately. For example, Dianping or something.

But from the perspective of human resources layout, Ma Feng should pay the most attention to a company called Meituan - according to the latest news, one of the senior operations of Ahri Group, Gan Jiawei, ran away from Ahri in the past few days and went to Meituan to serve as COO, but Ma Feng did not chase and kill, but also talked to Meituan about investing money and taking shares - there must be YP transactions in this. ”

"The fact that the high-level executives left and did not chase and kill does not prove that there is a YP deal, maybe it is a normal poaching. Didn't the official give Gan Jiawei what reason he left? ”

Ye Minru pursed her lips, and dispeled Gu Mojie's cranky thoughts with an arrogant face: "Explain privately to the outside world that Gan Jiawei made a mistake last year and is reflecting on it, so he left without being lonely." But his job number in Ahri is No. 67, which is too unreliable. ”

"It's okay, I understand, no need to say it."

Gu Mojie has been dealing with Lao Ma for not a day or two, and he has long known what Lao Ma's temper is.

In a place like Ahri, the executives and professional managers who came to the airborne to make a mistake made a "route problem", and basically they were reviewed and pushed down, and there was no longer a day to come out. However, after following the old man for more than ten years and slowly promoting the old man, Ahri's attitude is completely different, and this kind of person makes a mistake belongs to the "problem of working methods", which can be "punished before and after, and cured and saved people".

People with more than 60 work numbers should have joined Ahri in 2000. I haven't seen a precedent for an older person to be killed by Ma Feng because of improper work methods - in other words, a person with that kind of seniority will be finished in Ahri, and there are only two crimes: "forming a party" or "rebellion". As for the crime of "ineffective work", it is not applicable to such people, even if it is treated coldly, there will always be a time to come back.

Ma Feng's feudal imperial mind is still quite heavy.

Gu Mojie thought for a while and asked, "I don't know Gan Jiawei very well. ”

"Of course you're not familiar with it - we Hatsune don't do 2B (pronounced To-B) business, and we don't need to pull a lot of cooperative merchants, how can you be familiar with such people."

"Looks like you've done your homework."

"Gan Jiawei, in 2000 from PetroChina to Ahri, originally in PetroChina as a salesman, and later to Ahri as an operation. The best thing is the bundling and promotion of 2B's cooperative merchants, and he was also in charge of the 7,000-person 'ground push iron army' of Ahri Group. The exodus of this kind of person is a very obvious signal, indicating that Ahri's people are going to take over and help Meituan push the land to become bigger quickly. ”

Gu Mojie suddenly realized, no wonder he didn't know. Hatsune has always started with the content industry, starting with virtual item e-commerce, taking a pure "air force" route, and an offline partner does not need to be maintained, how can it be familiar with the talents in the field.

It seems that Hatsune is really not suitable for wading in this troubled water.

Ye Minru and Gu Mojie smoothed out their thinking, and finally reported Ahri's expansion plan in terms of taxi.

Judging from the current situation, there is no company in China with a complete enough data platform and a sound system to efficiently integrate the demand for online taxis, so it needs to be rebuilt.

Ahri's approach is to encourage intrapreneurship, and let the various ambitious project teams and product managers claim it themselves. Several teams competed with each other to produce products, and the company gave resources and R&D funds, accounting for 30% of the shares in the early stage.

Gu Mojie glanced at the leaders of several project teams who were currently being helped up, except for one named Cheng Wei, who had met at the casual dinner where Zhou Lixin and Chen Qi resigned, and he didn't know the rest.

And Cheng Wei's guy is now the vice president of Alipay's products. What impressed Gu Mojie even more was that even though he was promoted so quickly, Cheng Wei was still not satisfied, and still applied for the internal entrepreneurship project.

The project he submitted is tentatively named "Didi Dache" and is expected to be made for at least half a year.

These jobs are enough for Lao Ma to be busy for a whole year, Gu Mojie figured out, even if he brushed the registration of Hatsune's wallet to 200 million in the process of tearing up with Twist Vine this year, Lao Ma would have no time to take care of him.

The premise is that he doesn't intervene in the three directions that Lao Ma is focusing on this year, and don't touch O2O indiscriminately.

……

The winter vacation battle composed of red envelopes and ticket grabbing did not bring back any hope for twist vine to turn the tide of the war.

Both sides have brought about a surge in the valuation of the capital market amid a surge in the number of users of wallet products. But everyone knows that this kind of situation in which the enemy and the enemy soar together will not narrow the gap in strength between the two sides.

As soon as the year passed, Tengxun immediately pitifully took out the second wave of struggle.

On February 20th, China Unicom announced the new year's contract machine package reform plan, launching the newly listed iPhone4S "Wo" package, a typical "charge phone bill to send mobile phone" model.

Compared with the original pre-planned package price, the price will increase by 300 yuan, requiring the full package to be used for 36 months after applying for the card, and the monthly consumption will not be less than xxx, and then even if you give away a iphone4s mobile phone that has just been listed, plus "except for video services, the rest of the traffic generated by the WeChat application is completely free of traffic fees".

I don't know how much benefit the twist vine made Luo Shuohan sell around in py trading, so he brought these alliances.

As soon as this news came out, ordinary people who eat melons still liked it, and they didn't think much about it.

Originally, the iPhone4 sold 10 million units in China last year, and this year's 4S may not be able to increase sales much. As for those who go through the channel of Unicom's "Wo" contract machine, it is decent to have three or four million. After all, there are not many big households in China who can pay hundreds of dollars a month.

While the people eating melons hung high, the insiders were very concerned about this symbolic gesture that was more important than the actual significance. Within a few days, there was an endless stream of related households calling Hatsune Network Technology to inquire about inside information.

Although I don't know how many people call Fuji Xun, it will definitely not be less than Hatsune.

"Is it that the operator is not very good at watching Tengxun and is ready to pull Tengxun?"

"Does Apple dare to remove 'Hatsumi' and Hatsune Mobile Assistant from the app-store?"

"It must be that the Hatsune Group is too big. Last year, the proposal of the two sessions hacked China Unicom, and the first time I saw it, it forced the twist vine dog to jump off the wall. Chuxin 2 is still pressing iPhone4 in the Asian market, and now Chuxin 2-PLUS has just come out and is not losing to iPhone4S. No wonder he was beaten by three enemies joining forces. ”

"It is estimated that Gu Mojie is a real pill this time."

"Yes, yes, don't subscribe to Hatsune's corporate bonds this year, especially those convertible bonds, when the time comes, buy the bonds and become shareholders, be careful to cry to death." (To be continued.) )