Chapter 498 [Payment War, Scene Infiltration]

When Ali and the operation team of Qifubao held a meeting to discuss how to deal with the powerful competitor of Bluestar Technology, Luo Sheng, who was far away in Suzhou City, was also in a meeting with Zhang Bowen, Xu Yong and other core managers at almost the same time around the future of WeChat's in-depth layout of the mobile Internet.

“…… Strategically speaking, the greatest significance of the mobile payment business is to absorb a large number of users and funds, which can lay a good foundation for high value-added businesses such as consumer credit, distribution of financial products, and credit information. Therefore, whether it is Bluestar Technology or our competitor Alibaba, an Internet giant of our size will not care too much about the profitability of the payment itself. ”

Luo Sheng's voice resounded in the conference room, today is the third day of the Lunar New Year, but none of the core executives of the group company have gone home for the New Year, not only to deal with some messes left last year, but also to take into account the future development, time is the most precious.

The biggest difference between an entrepreneur and a capitalist is that the former strives to achieve its ideals and missions through the operation of the enterprise, while the latter constantly sucks blood through the operation of the enterprise, and does not care about the life or death of the enterprise itself.

Luo Sheng, who was the first seat of the meeting, sat with his back against the chair and pointed out in a few words: "We don't care how Ali plays, I only care about whether the payment user can be converted into a high-profit financial business user, from this point of view, although WeChat Pay has killed Squeaky Pay in terms of the number of transactions, but it has failed to completely open up the situation in the vital high-profit business." ”

Hearing this, the core managers at the meeting were slightly surprised, which was a bit unexpected to them, in their previous impressions, the big boss never paid much attention to the profit of this thing, although Bluestar Technology is the most profitable company in the world, but the company's senior management has been telling the story is not to make a profit as the first purpose, but I didn't expect that at this meeting Luo Sheng is particularly emphasizing the key words of high profit and finance.

Bluestar Technology's $150 billion scientific research funding strategy within five years, the huge debt burden, the business development of emerging market economies, the layout of the mainland market, the independent reduction of corporate profits, and the large-scale loss of share in the developed international market, how to maintain the company's operation if you do not pursue high profits?

There is no conflict between self-reducing corporate profits and pursuing high profits, because the starting point is not to squeeze profits from the original customer base, but to develop new businesses and find new profit growth points.

Zhang Bowen, who attended the meeting, said: "Between Bluestar Technology and Ali is a formal opening of the new year, the frontal fight bayonet collision, WeChat red envelopes are equivalent to undeclared war, but Ali is not a little brother, and now it has grown to a giant with a valuation of more than 200 billion US dollars, plus it has been deeply cultivated in the payment business market for ten years, I think this mobile payment war will not be won or lost in a short time." ”

Luo Sheng nodded very approvingly, which also proves that Lao Zhang also sees the real form of competition very clearly, WeChat payment is indeed amazing to the entire mobile payment market when it is born, coupled with the backing of such a behemoth as Bluestar Technology, so that practitioners have exclaimed that the mobile payment ecological pattern is going to collapse, and remarks such as the end of Qifubao are endless, and the media tracking industry reports are also increasing the rendering.

Ali and Qifubao would not have been valued at more than $200 billion if they could do it so easily, and they are also the second largest cloud computing service giants in China, and they have been working in the payment market for ten years.

Of course, Bluestar Technology also has its own unique advantages, that is, the strong social relationship chain attribute of its family bucket products, which is why WeChat debut in the mobile payment market has been a blockbuster.

After a while, Luo Sheng took a sip of water, put down his glass, and spoke again, and the managers attending the meeting were also ready to record the key points of the meeting.

"This year, the core four words that I want to do in Bluestar Technology can be highly summarized."

Everyone looked up and looked at Luo Sheng curiously, and the latter said succinctly: "These four words are - scene penetration." ”

Scene infiltration?

After Luo Sheng clicked on the question, he deconstructed these four words: "From online to offline, offline has expanded from retail catering to more application scenarios such as life and entertainment." Electronic payment has a certain order of scenario penetration, because the acceptance threshold of electronic payment will be different due to the different online degree, standardization degree and user habits of different industry scenarios. ”

"From the perspective of the development history of mobile payment, there is a sequence of scene development, and the earliest development is mainly for the scenarios that are just needed in life and troublesome in traditional ways, such as mobile phone recharge and living payment; Secondly, the easy-to-accept e-commerce category, because it is a pure online scenario, the threshold for using electronic payment is relatively low, and the e-commerce in the mainland, under the leadership of Dibao and Qifubao, is also the first batch of scenarios to accept electronic payment. ”

Speaking of which, everyone saw that Luo Sheng's demeanor had changed slightly, and he became more important, only to see him say seriously: "From this year onwards, the next step is O2O, online shopping and offline consumption mode is the focus, and payment is the last link of online activities, foreign travel software Uber, mainland such as Meituan, Dianping, Ele.me and other start-up Internet companies are more prominent typical representatives in this regard." ”

At this time, Luo Sheng looked around at everyone and added: "Who is there to talk about companies such as Meituan and Ele.me?" ”

Since Luo Sheng suddenly asked questions outside the business boundaries of Bluestar Technology a few years ago, the senior management was unable to talk, but now it has changed, and almost all the shining points of the Internet industry will be concerned by the company's senior management, including enterprises outside the Internet.

After all, although Luo Sheng didn't say anything that time, he felt the dissatisfaction of the boss.

As Luo Sheng asked, an executive named Pang Lei soon answered him.

"These domestic companies are indeed the bright spots of the Internet industry in the mainland, first of all, Ele.me, a company founded in 2008 by four students of Jiaotong University, has long been centered on the development of the university takeaway market, with the birthplace of Jiaotong University as .asxs., and now it has developed to 12 cities, and the momentum is very good."

When Pang Lei said this, Zhang Bowen forcibly interjected, turned his head to look at Luo Sheng and smiled: "I have paid attention to the development route of Ele.me, it is very interesting, its development route is quite similar to the route of Bluestar Technology from Fuda to the national university, its founder was also born in the same year as Mr. Luo, and he was born in 1985, and is now regarded as the rising star of the entrepreneurial circle." ”

Luo Sheng couldn't help laughing.

After a while, Pang Lei, who had spoken before, continued: "At the beginning of the second half of last year, the domestic online ordering platform Ele.me announced the completion of a $25 million Series C financing, led by Sequoia Capital, whose A round of financing investor Jin Shajiang and Series B financing investment were followed by Wei Venture Capital, and in the C round of financing, Ele.me was valued at nearly $100 million. ”

Luo Sheng took the opportunity to ask: "Why is the price of a takeaway with a unit price of only a dozen yuan, and the merchants settled in it are all small restaurants in the form of traditional mom-and-pop shops, and the profit model is still unclear, and there is no top creative website, and its valuation can be close to such a high figure of 100 million US dollars?" ”

Pang Lei smiled: "On this issue...... Mr. Luo, I noticed that this start-up company, last year's C round of financing funds have almost burned, I estimate that the E round of financing is about to start, maybe we can listen to its founder Zhang Xuhao, let him tell us this story. ”

Hearing this, Luo Sheng immediately raised his hand and pointed at him and said directly: "Okay, just you Pang Lei will listen to what story the founder can tell on my behalf, if the story he tells is very beautiful, Bluestar Technology will lead the E round of financing, or even directly invest alone." ”

Pang Lei was stunned for a moment, and then nodded: "Okay." ”

Luo Sheng continued to ask: "What about Meituan?" ”

Pang Lei was secretly glad that he had done his homework, only to see him answer in an orderly manner: "The company was founded in March 2010, the founder Wang Xin, Meituan in July 2011 led by Ali, Sequoia Capital, Northern Light Venture Capital and other institutions to invest a total of 50 million US dollars in Series B financing, valuation of 220 million US dollars, in the same year won the "Best Group Buying Website of the Year", "Top Ten Online Shopping Brands", "Group Buying Star" and other titles, November sales of more than 250 million yuan ranked first in the group buying industry. ”

Luo Sheng was very satisfied, it seems that after the last time, the group of people under his hands have made great progress, put away his thoughts and said concisely: "We also have to listen to the story of group buying, including Dianping, don't think about controlling these companies, we don't care if they fight, we will all invest money if the story can move us, who can tell it better, we can invest a little more, let them fight." ”

Pang Lei nodded silently and memorized Luo Sheng's instructions.

With this kind of Gu cultivation layout, no matter which side wins, Bluestar Technology will definitely not lose.

If you have money, you can really do whatever you want, and Bluestar Technology has shifted its strategic focus to the mainland market, which is to prepare tens of billions of dollars of funds for layout.

The managers present all know that after entering the new year, the BOSS has further determined the specific tactical layout from the determination of the strategic policy.

……