265. Strategy
Guan Huang waved his hand, "Don't forget about me, besides, Mia's investment vision is not bad, and there are occasional misses." ”
Shen Qingjun was puzzled and asked Mia, "Really?" ”
Mia laughed, "It's all a little fight. ”
It seems that there is a real one, Shen Qingjun urged: "Tell me quickly." ”
Mia looked at Guan Huang pleadingly,
Guan Huang opened his mouth to solve the siege, "Last year, Mia became a shareholder of Ping An Good Doctor and served as the chief health officer, which is the first star to serve in Internet medical shares. ”
Shen Qingjun: "The one under Ping An?" ”
"Yes."
Xu Nan was a little surprised.
In May last year, Ping An Good Doctor received a Series A financing of US$500 million, with a valuation of US$3 billion, setting two records for the largest single financing and the highest Series A valuation for a global mobile medical start-up.
It can be described as a fight to fame.
At that time, there was also a dispute at home, and I wanted to follow the investment, but finally gave up because the valuation was too high.
I didn't expect a drama to have such a vision.
It's incredible.
Mia is very modest, "It's all David's guidance. ”
Guan Huang waved his hand, "It's still up to you to decide." ”
Shen Qingjun had nothing to say.
Guan Huang handed Mia a glass of red wine, "That's not all, Mia is also a partner in the sharing era of the new third board listing last year." ”
A gaming company with a lot of market capitalization.
Shen Qingjun: "It's because I have eyes and don't know Mount Tai." ”
Mia hurriedly said, "No, no, I don't understand any of this, it's David who pointed out, and I voted for LeTV myself, and you also saw it." ”
Shen Qingjun breathed a sigh of relief, this is okay,
It's not even as good as a play, for her, it's unacceptable.
If it was David who helped, but it was also reasonable.
Guan Huang's vision is invincible in the world.
Xu Nan smiled: "I remember, last year, the media also called you and Accountant Jia Gemini, and in less than a year, the dust settled." ”
Guan Huang smiled and didn't speak.
Shen Qingjun continued, "David's vision is comparable to Lao Jia, it's just a joke. ”
Xu Nan was speechless.
The younger sister suddenly turned into Guan Huang's little fan sister, which caught people off guard.
Mia had a hint of adoration in her eyes, "David's vision is indeed different, looking at the current live broadcast industry, it is simply an unpredictable prophet." ”
Speaking of this, Xu Nan was also curious, "Tracing back to the source, or did you Superman turn on the live broadcast mode, but finally chose a short video, you expected the current situation a long time ago?" ”
It only took more than a year for the live broadcast to reshuffle from entering the first year.
In February, the collapse of the aperture live broadcast with an estimated value of 500 million is a symptom.
According to the 2017 China Online Video Live Streaming New Trend Report released by Penguin Intelligence, the total usage time of users in the entire live broadcast market peaked in October 2016, and it is predicted that 2017 will begin to enter a slow development, or even begin to shuffle.
Half a year ago, the capital market would rather make a mistake than miss the live broadcaster.
And now the ebb of capital has begun to accelerate,
The live broadcast industry can no longer survive simply in the form of a show.
Simple and crude methods such as praising Internet celebrity anchors and rewarding and attracting money are no longer applicable to the seriously homogeneous live broadcast market.
Although it has not yet reached the final depression, it is not the same as the short video industry.
Guan Huang smiled: "This is natural, we have long reached an internal consensus on which of the two models is superior or inferior." ”
Xu Nan sighed, maybe there is really a genius in the world,
"Speaking of which, when will you start raising money on Douyin?"
Guan Huang looked at him, "What, are you interested?" ”
Xu Nan: "Needless to say, there are more interested people, as long as you let out the rumors, you can ensure that the people who are looking for you break through the threshold." ”
Guan Huang shook his head, "Douyin is not short of money for the time being, and it does not need the support of other resources, financing must be financed, and it is not the time yet." ”
Xu Nan sighed, "I know." ”
At the point of Guan Huang, there is no need to consider too many interests.
As an entertainment software, Douyin does not have too many constraints except for the problems of the regulatory layer.
Shen Qingjun interjected, "David, although Douyin is developing rapidly, there are some risks, and you should prepare in advance. ”
Guan Huang: "Tell me." ”
An outsider's vision may be able to better help him make a strategic layout.
Shen Qingjun: "For example, in terms of policy risks, if the regulatory authorities issue a document resolutely prohibiting illegal capture, editing and adaptation of audio-visual programs, what should you do?" ”
Guan Huang nodded, he had considered this a long time ago.
In UGC communities such as Douyin and Kuaishou, users upload a large number of infringing content.
To put it nicely, it's called secondary creation.
If it doesn't sound good, it's wool.
Since last year, Douyin has invested heavily in buying relevant copyrights every year.
This year it's two billion,
Next year it's five billion.
There may be more in the future.
Shen Qingjun continued, "User interests change quickly. The mobile Internet provides users with a variety of forms of entertainment, and once new forms of entertainment rise and user interests change, it may lead to a decline in the activity of the short video community. ”
Guan Huang "um" for a moment.
This is the general opinion.
At this time, although the short video industry is magnificent, it is not as angry as it was two years later.
Many people have such worries, will it be just a flash in the pan?
How sticky is short video to users?
It's not like WeChat, if you don't open it for a day, you feel like something is missing.
Guan Huang, who has a vision for the future, naturally knows where the magic of short videos is?
However, I don't need to talk too much about this.
"What else?"
Shen Qingjun: "There is also intensified competition in the industry, rising traffic costs, Douyin, Kuaishou have greatly increased advertising and marketing, NetEase Cloud Music, 360 and other giants have also joined the short video market, and the industry competition tends to be fierce." ”
Guan Huang sighed, "This can't be helped." ”
The fiercest and most exciting war in the field of short videos can take place between Douyin and Kuaishou, or between Douyin and other short videos.
Until the last moment, no one raised their hands in surrender.
The current competition is not very intense.
When WeChat sees the charm of short videos and starts to raise, it will be the Three Kingdoms Battle.
Shen Qingjun: "Finally, there is great uncertainty in the overseas market, and as Douyin conquers cities around the world, Kuaishou has also increased its overseas expansion efforts. ”
Guan Huang: "Yes. ”
Shen Qingjun: "There are cultural differences among users in overseas markets, and the localization requirements for local operations are high, so Douyin must compete with both Kuaishou and international giants. ”
Xu Nan took over, "What you said, David has already considered it, and wants me to say that the biggest danger of Douyin is social exploration and comprehensive competition with WeChat." ”
Shen Qingjun was fierce: "I want you to take care of it." ”
Guan Huang didn't expect Xu Nan's vision to be so sharp,
However, this topic is a bit sensitive, so don't discuss it with much fanfare.
"It's useless to think about this, tonight is a party, don't discuss work, just talk about the wind and snow, you see, Mia is sleepy."
"It's alright," Mia smiled.
Mature woman smells overflowing.