It feels really good to watch the active big V number of Fuji Xun's neck brush down the ground. Pen | fun | pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ

Ma Huateng's mentality at the moment must be that he feels that his body has been hollowed out.

What if the number of users doesn't drop? Without the support of the content side, the attribute of "daily activity" may not decline significantly, but "monthly activity" will definitely be brushed off within three months.

The reason is very simple, people who live daily on QQ/WeChat are still people who use these software to chat in real time and process work and life information. And most of the people who live every month don't have such urgent information processing needs, that is, they occasionally come up to see the updates of friends' dynamics, idols and the content they follow.

If the frequency of content updates decreases, and entertainment idols are generally hollowed out, fewer people will naturally come in to see a few days a month.

There are fewer people who come up to see it, and fewer people share their photos. Then those invisible users who may not pay attention to entertainment stars and only peep at the screen and do not speak will gradually not be on WeChat.

Some people may question the power of Gu Mojie's legendary pictures to reach the top of the Oscar just once.

But no one should question the power to make history.

Think about it, when Director Zhang won the Golden Bear Award 24 years ago, how did the mainstream media describe it?

"Thirty-six years ago, Akira Kurosawa won the Golden Lion for the first time for Asians with Rashomon. 36 years later, Director Zhang won the Golden Bear Award for Asians for the first time with "Red Sorghum". ”

At that time, the country's cultural and creative voice was once tilted.

That's the power to make history.

Gu Mojie's compulsion this time is actually not that high, after all, he is just an investor.

And, more crucially, he only made Chinese history, not Asian history — before him, Sony Pictures bought so many distributors and production companies in Hollywood in the early '90s. So although a Japanese director has not won the Hollywood Best Picture Award, Japanese companies have won it several times.

Gu Mojie is, at best, a No. 1 in China.

Who let the Chinese capital not fully complete the investment layout of "going out" in 2011, Gu Mojie took the lead in advance.

But even then, it's enough. The battle between Hatsune and Fuji Xun for the media entrance was originally that Hatsune had already gained the upper hand, and at this time, even if a few straws were added to it, it could accelerate the speed of inclination, not to mention the identity of an Oscar investor.

Within three days, there were thousands of fewer people in the entertainment industry. The subsequent avalanche will only become more and more obvious, until Fujixun Ecology returns to a platform that is only used to chat and play games, and no one pays attention to the content industry on it.

……

The awards ceremony ended for several days, and Kwon needed some time to prepare for her departure from the American entertainment industry. The number of courtesies for the reception should not be less. It will be about the beginning of April to go back.

Gu Mojie also took this opportunity to go to San Francisco to find some old friends and business partners to chat. When the time comes, you can bring Bao'er back to Japan.

Gu Mojie is looking for Zuckerberg.

In Palo Alto's Facebook private club, the two met again after more than three months.

A desk, two cups of coffee, nothing else.

It is unimaginable that the two richest post-80s generations on the planet are so pompous when they meet in private.

"The framework of the negotiation conditions between me and WhatsApp has been knocked down, and we are still raising funds, and in about May and June, Facebook itself can IPO on the NASDAQ, and after raising enough money, it will acquire a part of WhatsApp's shares in cash. For the rest, the other party is allowed to put and replace the equity according to the current price. ”

In order to take care of Marc Jab's schedule and plan, Zuckerberg also got straight to the point, and laid out the general progress and inventory of his layout this year.

The rumors can't be hidden, so it's better to take the initiative to come up with some dry details to win the trust of others.

"How many users of whatapp have you used lately? How do you value him? ”

"It's hard to say, there are millions of new additions every month. I estimate that if I don't do it this year, it will grow to close to 200 million users by the end of the year, or at least 180 million. Now, it is still more than 130 million, and by June to raise enough money, it is estimated that the other party will rise above 150 million. ”

Chinese netizens may not be familiar with it, but foreign netizens must have heard of it. This is a new software that has been on the market for less than two years, and its main function is to provide smartphone traffic chat like WeChat or Chujian.

But in terms of details, there are major differences between WhatsApp and WeChat or first sight.

First of all, WhatsApp is very minimalist, and even has the minimalist style of Apple's software. There is no content sharing in the circle of friends or content push such as the official account, it is purely a 100% chat software.

Secondly, this thing has the function of using data for voice calls, and you only need to pay a package fee of $1 per year for this function, and you can use data voice calls - definitely much smoother than the later WeChat press and hold to speak and send voice. (The operator's traffic fee still has to be paid)

Finally, because it's paid software, whatapp never advertises.

This software was born in the second half of 2009, less than two months later than the launch of WeChat, and so far, only $1 a year of function fees, is absolutely unable to amortize the huge loss of WhatsApp, so this company is also a company that relies on attracting VC venture capital subsidies, and then crazy money to spread the way.

It is estimated that 20 months after its IPO - the point when Zuckerberg said that Facebook is ready to raise enough money for its Nasdaq IPO - exceeded 150 million users.

The population of the United States is only one-fifth of that of China.

In the European and American markets, 150 million users are at least equivalent to 500 million users in China, which is no less than Hatsumi and Fuji Xun.

Zuckerberg's Facebook, and even the Instagram used for its later development to mobile, is still focused on sharing. Live chat is only supported by some of Facebook's relatively weak IM software.

The emergence of WhatsApp is a functional complement for Facebook, and the speed of expansion and the number of users shown by WhatsApp have also made Facebook nervous - Facebook now has a total of more than 600 million registered users in Europe and the United States (the so-called United States includes Latin America)

Therefore, this acquisition of Zuckerberg is imperative, and it can also be seen as an important turning point in Facebook's transformation from focusing on independent innovation to focusing on foreign investment.

Facebook is no longer small, and the trend of various large company diseases is about to manifest itself within this group.

In the same way, this trend of large companies is also in line with the current structure of the Hatsune Group, and Gu Mojie is not exempt from vulgarity. This is the main reason why he has to outsource more and more things and accept more and more input from all parties.

The law of the market, no one can stop the wheel of history.

"At the moment, it's at least $15 billion. However, even if it goes up by half, I am determined to win. It is estimated that I will have to take out the next 15% of the equity and exchange it with the shareholders of Whatapp. ”

When they were almost talking, Zuckerberg finally told Gu Mojie about his card. Then he immediately followed a question.

"As for you, what do you want to buy, you should know the bottom of it, otherwise, we won't be able to insist on trusting the 'non-aggression pact' within two years."

Gu Mojie took a sip of coffee: "Actually, I don't say it, you should be able to guess it." ”

"In that case, it's better to talk about it."

"Okay, then let's write it on our hands, how about it."

"The old game...... It's boring. Still, it's acceptable. ”

Zuckerberg said, took two gel pens, threw one to Gu Mojie, and then the two of them each wrote three letters on the palm of their hands.

Spread out your hands and compare, sure enough, it was the same.

nhn。

Zuckerberg twitched his hook nose and grinned: "It seems that you are going to rely on this shareholding, or even acquisition, to build your 'Greater East Asia Co-prosperity Circle'." ”

Gu Mojie said with a slight disgust: "I don't really like the term 'Greater East Asia Co-Prosperity Sphere', if you have studied history, you should know that this concept was proposed by the Japanese." However, I accept the actual meaning behind your concept. ”

Greater East Asia Co-Prosperity Sphere? It's not very good.

However, if it is dominated by the Chinese, not the Japanese, the concept can also be used reluctantly.

Zuckerberg didn't care about Gu Mojie's wording, as a Jew, he didn't understand the tendentious overtones behind the term "Greater East Asia Co-Prosperity Sphere", and he was only concerned with business.

"Sure enough, NHN also released two very important apps two years ago, at almost the same time as the WhatApp release time.

NHN based in South Korea has released Kakao-Talk, an IM software similar to WeChat, which has 20 million users in South Korea, accounting for 40% of the Korean population, which is higher than the population coverage of Chujian or WeChat in China.

NHN's wholly-owned subsidiary in Japan, NHN-Japan, has released LINE, which now accounts for more than a quarter of Japan's population and is definitely the No. 1 IM chat app in the Japanese market.

In addition, based on the weakness of the Southeast Asian market in the face of the cultural invasion of Japanese and Korean products, in the vast majority of Southeast Asian countries, there is always one that performs better than Chujian. And WeChat/QQ, which has been very slow in its international layout, has been completely blown out by those two in this regard.

So, you think that if you can control the NHN for a lot of money, you can completely integrate the markets of the 15 countries in East Asia - right? ”

Gu Mojie took a sip of dry coffee: "The simple truth that women and children know, what else do I have to deny." ”

"I don't understand - Facebook didn't start out as an IM, and it's normal that I can't intervene when WhatsApp is expanding wildly with the support of Sequoia and IDG.

But Hatsune and Fuji Xun both started as IM, why didn't they nip the ban in the bud at the beginning? Why didn't you manage to directly enter the Japanese and Korean markets in one step at the first sight, and kill them all. Instead, we have to leave them with the opportunity to spend tens or tens of billions of dollars to collect them now. ”

"There are so many things that Americans don't understand. The United States is a country of immigrants, there is no nationalism, there is no national dignity, and of course this problem does not exist. Asian countries, you can't understand the pursuit of cultural localization. There is no way to spend some money, it has to be spent. (To be continued.) )