Feliro thought that Gu Mojie would choose the same route as Google. Pen, fun, and www.biquge.info

After all, in the Internet circles around the world, all companies look to Google and think that the Google model is the best.

However, Gu Mojie's answer immediately surprised Feliluo.

"I think it's better for us to go the second route."

Naturally, Feliro asked, "Why?" ”

Gu Mojie: "The first reason: Google's route is too risky. The market value of our company today is less than half of Google's, maybe only one-third. Burning money in the car industry to the same extent as Google is not cost-effective for us. ”

Feliro thought about it, the Google model, before it was finally put into production and profitable, it was a bottomless pit. However, the step-by-step model of traditional car companies can realize the commercial value immediately after each step.

The two analyzed for a while, and the conclusion quickly became clear.

"Eh, then why do you think Google has to go through the one-step model? Isn't that uncomfortable? The more she thought about it, the more puzzled she became.

"It's not easy, Google wants absolute control over the project. Larry Page does not want to be divided into the main interests of the traditional auto giants, and hopes to overtake the car across the circle and directly kill many giants in the current automotive industry as an Internet giant. If the second plan is adopted, it will have to give a considerable degree of dominance to the cooperative car companies. ”

This difference is somewhat similar to the two views of Internet finance entrepreneurs when Internet finance rose a few years later.

At that time, the first radical view was that Internet finance was to completely overturn (harmoniously) traditional finance. The second group of gradualists believes that Internet finance is a supplement to traditional finance and a repair to traditional shortcomings and pain points.

After a few years of mutual finance in later generations, in the capital winter, it seems that the gradual faction has the upper hand first.

Because the radical overthrow faction was violently counterattacked and jointly killed by traditional finance.

If Google wants to play this role in the auto market, it will definitely be resisted by all car giants.

Therefore, it is difficult to say whether these two routes are absolutely right or wrong, and the key depends on whether the giants who take this road have the strength to complete the road they have chosen.

When Nokia engaged in Symbian, the idea was to "add hardware and system to the end", which caused panic and boycott from other mobile phone hardware manufacturers around the world, and finally died in the factory.

It cannot be said that Nokia is wrong to choose this path, it can only be said that if Nokia's original market share is five times higher and its financial strength is ten times stronger, the road to Symbian may really be completed. And the reason why Apple was able to get the iPhone back then was entirely because Apple had no foundation in hardware, so other hardware manufacturers generally despised carelessness - later facts also proved that the iPhone was indeed a game console, and the iPhone was completely garbage in terms of call and signal stability of traditional mobile phones. But consumers just want to be trendy and buy game consoles, which has created Apple's success.

In other words, to use football as an analogy: is it advisable to play new tactics and innovative ways of playing in the World Cup, and pursue "sudden sneak" goals? The answer is that it is feasible, but this feasibility has to be done by someone like Klose, who usually performs more in the league. If it is a giant like Messi Kaca Ronaldo, who is usually too big in the league, a little new change will immediately be analyzed in the spotlight, and will be marked to death by the opponent's n midfielders and defenders, and no matter how good the new tactics are, they can't play out.

From this point of view, Google, in terms of mobile phone hardware, actually takes the gradual route, knowing that its own strength can't bear Apple, so it got Android, and then united all hardware manufacturers that can be united.

However, in the field of smart cars in the future, for some reason Google has chosen to do the opposite.

Maybe it's Android's success that gives Google confidence, or maybe it's Apple's sneak attack that gives Larry Page. It is also possible that Android's "making money or not making money" made Google learn from the pain, so it decided to completely change course. (Although Android has captured the smartphone system market, Google has not made any money from Android because there are too many customization machines and Google's app distribution store has no sales.) ）

But Gu Mojie knows very well that with Hatsune's strength, it is not enough to take the first path. What's more, that path has already been taken by Google.

Those who overtake in corners and follow the first mover on the right path are tantamount to suicide.

If you want Gu Mojie to take the right path, it is better not to enter the smart car market.

After the two of them cleared their minds, Feliro asked, "Then since you have chosen the route of the gradualists, what about the partners?" Who are you going to pick? ”

Gu Mojie made a cautious judgment: "The low-end cars are all excluded first. The German car company is suitable, and Mercedes-Benz, BMW, Porsche. When Elon Marcos' Tesla was in technical difficulties in 08, Mercedes-Benz invested 50 million euros and some technical support to take a 10% stake in Tesla. Since we are going to open a film with Google and Tesla in the future, we will be a little unable to cooperate with Mercedes-Benz.

BMW's strength is okay, but the electric vehicle technology seems to have no bright spots. So if you want me to say, it's better to have a Porsche. This car is relatively high-end, and the smart car that has just come out should take the high-end route. When it is gradually popularized, the intelligent driving technology will gradually be popularized to a low level. Moreover, Porsche's parent company, Volkswagen, also has many high-end and low-end brands in its hands, and it is easier to cooperate with one and talk about other brands in the future. ”

Porsche, which can be regarded as a German company that has more accumulation in making electric vehicles, is willing to spend research and development costs. And it seems that all the owners of Porsche have been enthusiastic about electric technology.

Set back 70 years, Ferdinand. During World War II, Dr. Porsche even wanted to make the Führer's Tiger tank electric. As a result, the plan was rejected because it was too advanced and the telex efficiency at that time was too low. The chassis of 90 Porsche electric Tiger tanks was converted into "Ferdinand" tank destroyers.

Since then, several generations of Porsche people have also been engaged in electric vehicles, such as the "brake recovery power" on-board inverter power system that emerged in the seventies and eighties of the last century, and Porsche has also been at the forefront of the world.

It's just that Porsche's motives for engaging in electric vehicles are not pure, not to pursue energy saving and money like Toyota, nor to pursue environmental protection and coolness like Tesla.

Porsche's purpose of doing electric for many years has another conspiracy.

……

The direction of cooperation has been finalized, and the other two spare tires cannot be thrown away immediately.

Otherwise, once Mercedes-Benz and BMW are convicted, Porsche will decide that Hatsune will only cooperate with it, and it is easy to sit down and raise the price without fear.

Moreover, although Hatsune has a signboard, financial strength, and a well-known accumulation of artificial intelligence. But it will take a long time for Porsche and the German public behind it to recognize the value of the Hatsune partnership.

First of all, it is necessary to conduct a scientific evaluation of the technical personnel from Porsche and Volkswagen. Tell them what immediate technical benefits Hatsune can provide when they work with Hatsune.

"Our cloud big data of the Hatsune Group, combined with the 'AutoNavi Map' that Hatsune has already purchased, can provide the optimal automatic pathfinding function for autonomous driving of vehicles. This can bring real technological improvements to automakers even before the car reaches full autonomous driving.

Moreover, in the future, our AutoNavi map data will be more enriched, not only to store all roads in the world, but also to store historical peak and valley data of road conditions, the width and narrowness of each road, lane planning, plus real-time road conditions; Therefore, as long as the cooperation is reached, within a year, the in-car navigation efficiency of your company's car can be increased several times in the first place. ”

"Hatsune Intelligence's technology accumulation in high-end human body and obstacle sensors is completely comparable to Google. Google can do obstacle recognition, personnel reminders, automatic parking, Hatsune can do it all! ”

"Hatsune is the best in the world in terms of recognizing and understanding human language instructions. Does Apple's Siri know? The degree of intelligence is not as good as the first secret of 'Chuxin 2'! In the future, it will be a car version of the voice artificial intelligence assistant, which is definitely more powerful than the first secret!

What's more, you can think about it, before fully driving autonomously, the driver's visual attention should always pay attention to the road conditions. It is dangerous to look at the screen and write words by hand. This is also the reason why the media such as radio stations have obviously been so backward, but they have never been eliminated -- the radio stations that have survived now are the most listened to by the major traffic stations. In this case, how convenient will it be for us to change the control of on-board equipment to voice control? ”

The good news for Amway lasted for several days, every day. Not only Porsche's engineers came to listen, but also Mercedes-Benz and BMW.

In addition, Hatsune has come up with more than just brochures, as well as a lot of pre-prepared sensor measurement videos in China, publicly available technical agreements and technical roadmaps. Ensure that the technical directors of the three major luxury car manufacturers can properly assess the value of Hatsune AI in the automotive field.

"Even if we fail to put completely unmanned cars on the road within 5 years after cooperating with Hatsune Intelligence, those phased results can also greatly improve the intelligence of the company's manned cars."

The technical directors of the three car dealers finally reported to the headquarters.

The war for the right to cooperate with Hatsune Smart has begun. The parties began to draw up their own conditions, trying to get Hatsune Smart to choose themselves as a partner.

……

Hatsune was not idle here, while talking in depth about the technical route, showing the strength of Hatsune's intelligence, and increasing his own chips. On the other hand, we also made a very in-depth investigation and analysis of Porsche's shareholding structure and possible cooperation models.

This investigation doesn't matter, more surprises have appeared in front of Gu Mojie.

The surprise came from the legal and finance team led by Felilo.

"Volkswagen's acquisition of Porsche is still at a relatively basic stage, and the capital injection has basically not been completed. We may intervene as a third party to negotiate cooperation directly before the other party's put transaction is completed. ”

After getting this inside story, Fei Liluo reported the information to Gu Mojie as soon as possible.

Gu Mojie immediately became interested.

It's not news that Porsche AG and Volkswagen are in love with each other, and that acquisitions come and go. It started four or five years ago.

Starting from 05 and 06, 'Porsche Holding' borrowed money to buy Volkswagen's shares, and then Volkswagen counter-acquired the shares of 'Porsche Cars', one of the subsidiaries of Porsche Holdings.

And there is another important reason why outsiders rarely care about the fight between these two companies, that is, Porsche and Volkswagen have an intertwined cross-nepotistic relationship.

Historically, before 1951, there was no equity dispute between Volkswagen and Porsche – because Ferdinand, the founder of Porsche, was not at all – because the founder of Porsche, Ferdinand. Porsche, who is also the founder of Volkswagen. The relationship between them is "two companies, one boss",

Just like in the time of the Austro-Hungarian Empire, although Austria and Hungary were nominally two countries, they were "dual" and jointly worshiped the same emperor, which was almost the same reason.

Volkswagen and Porsche fell in love with each other, and they wanted to start with the 50s generation of Ferdinand. It was only after Porsche's death that the root cause began to be laid.

When Ferdinand died, he roughly divided his fortune into two parts. Inherited the equity of Porsche cars to his son Ferry . Porsche; Inherited the equity of Volkswagen to his daughter Louis. Porsche. And Louis. Porsche did not have any managerial talents, so in fact, the control of the public was given to Louis Porsche's husband, Piëch, who was the son-in-law of Dr. Porsche.

At the time of the second generation, the dispute between the Porsche Volkswagen was actually the competition between the brother-in-law and the brother-in-law.

In the eighties and nineties, the second generation died of old age, and the third generation took the throne. It further evolved into a war between cousins and cousins.

Wolfgang, the owner of Porsche. Porsche, wanting to restore all the wealth of his grandfather.

Volkswagen's boss Carl. Not to be outdone, Piëch regarded his grandfather's entire business as his own.

It is precisely because of the in-law relationship that outsiders never feel that they have the opportunity to meddle.

No matter how miserable the internal fight between Volkswagen and Porsche, there has never been such a drama in history as "bringing in foreign enemies to help kill one's cousin".

Both sides have maintained the bottom line of discipline: mutual acquisition wars are okay, but their own family fights can't be cheap outsiders. Equity can only be transferred between family members.

Gu Mojie is this outsider.

Therefore, he never thought that he still had a chance in this matter.

Moreover, in his original impression, this series of acquisitions seems to have settled - Porsche Holding AG, since the end of 07, has become the largest shareholder of Volkswagen. Because of the acquisition, Porsche Holdings' own capital chain was tightened, and it had to sell part of its equity in "Porsche Cars", and then this part of the equity was counterattacked by Volkswagen.

(Note: "Porsche Cars" and "Porsche Holdings" are two companies, the former being a subsidiary of the latter.) ）

At this point in time in April 2010, theoretically, the equity relationship between Porsche and Volkswagen should be: "Porsche Holding" holds more than 50% of Volkswagen's shares and is the absolute majority shareholder of Volkswagen; Volkswagen holds more than 50% of the shares of "Porsche Cars" and is the absolute majority shareholder of "Porsche Cars".

"Porsche Cars" still has a 40% stake in the shares, which are still in the hands of Porsche Holdings, but Porsche Holding has negotiated the terms of the put deal with Volkswagen on the 40% shares.

The so-called "put transaction" is the opposite of the "subscription transaction", selling is selling, buying is buying.

"Put" is "now you have no money, I will first keep the part of the equity you are going to buy in the future, promise not to sell it to outsiders, and then I will sell it to you when you have money", which is an option transaction for future equity.

After Felilo's analysis, Gu Mojie's understanding of the historical legacy between Porsche and Volkswagen is also clear.

"Sister Fei, are you saying that at present, between Volkswagen and Porsche, there is a gap between both sides that may loosen and leave foreign capital to enter? Help them complete a put trade that has not yet been completed? ”

"Yes, the put deal was negotiated in August 2009, and it was expected that the full funds would not be available until 2011. However, less than two months after the deal was concluded, the European debt crisis erupted. Therefore, it is unlikely that they will be able to scrape together enough money during the put period. ”

Gu Mojie thought for a while and threw out his own question: "If there is not enough cash, why not put it by way of equity replacement?" Do you have to pay for euros with real money? (To be continued.) )