Chapter 71: The Battle of the Route
"The second thing is that I am going to prepare for the establishment of a special car division of Wanli Travel."
As soon as this sentence came out, the other three people present were very surprised.
Of course, they know what "chauffeured" means, and in the case of ride-hailing apps, it refers to a model that works with a third-party car rental company to use their vehicles and personnel to provide transportation services.
This is fundamentally different from the current operating model of Wanli, Dudu and Kuaidu, which is entirely based on taxis.
Jianni asked, "Are you sure?" At the beginning, Rocking Taxi chose the wrong road for the special car, so it was all killed. ”
Of course, Lin Yi understood the reaction of the three of them, and there was a relationship in this.
The rocking taxi mentioned by Liu Jianni is the first batch of taxi-hailing software to appear in the Beijing market, but it was not aimed at taxis at the beginning, but special cars.
The reasons are somewhat complicated, first of all, when foreign taxi software appeared, it was not a taxi route, and the special car was closer to the "international trend".
It's not completely in line, because the international counterparts are more radical, and it is directly a private car, which is further than the "special car route", so don't worry about it for the time being.
Secondly, the boss of Shake Taxi was a businessman who had made achievements in other industries before he founded the taxi software, and he had a car rental company under his own name, which was very convenient to link.
But the road of rocking the taxi will soon be impassable, why?
Because the top doesn't allow it.
Taxis are licensed and require qualifications, and allowing car rental companies or even private cars to operate them is in conflict with existing laws and regulations, which is "disrupting the market order".
After taking the special bus route, the rocking taxi was quickly stopped and had to turn to the taxi, which was already out of the way.
Therefore, Cheng Wei relied on 800,000 yuan of start-up capital to defeat the 3.5 million US dollars of Shake Taxi, and this story includes such a "route battle" in addition to those boasted by Dudu.
The previous subsidy war was in full swing, but they didn't dare to take a step beyond the thunder pool, just because of this experience.
"This time and that time."
Lin Yi said very optimistically, "The policy at that time did not allow it, it does not mean that the policy will not allow it in the future, even if the taxi access to the taxi software has been banned in many cities." ”
"The subsidy war at the beginning of the year is not only an education for ourselves, but also for users and society, and I believe that the regulatory authorities have also been observing and adjusting their attitudes."
"Robin Li asked me before, after touching the upper limit of the size of taxis, where should the taxi software industry develop."
"We can see most obviously from the background data that in fact, the growth rate of our users on the passenger side is significantly faster than that on the driver side, and at present, although the number of orders per day is millions, the actual transaction rate is only 30% or 40%."
"In other words, there are still 10 million or 20 million dispatches, which means that the travel needs of 10 or 20 million people have not been met and have to be canceled or changed to other means of transportation."
"There is not enough capacity, and this is the basic situation we are facing."
"In this case, restarting the special car route can greatly alleviate the bottleneck faced by the taxi software and further open up the market scale."
"Do you know why when Wanli Travel was launched, it was not the same as Dudu and Kuaidu, and it was directly named XX Taxi? Because I know that taking a taxi will definitely not be the end of the road. ”
"Jenny, this is the story you want."
Liu Jianni did not question the necessity of Lin Yi's statement, she knows very well where the crux of this line is, although the financing can boast to investors, but the company's operation must be realistic.
"With all due respect, Lin Yi, this idea is probably a bit wishful thinking, and I think it should be cautious as a new strategy for the company before in-depth communication with the regulator and the approval is granted."
Lin Yi was not worried: "Regarding the qualification of operation, in fact, the car rental company itself is also qualified, but it is different from taxis. ”
"Originally, they had the right to provide car rental services with people and cars, but in the past, they were chartered according to the distance or time, which can be called a whole rental."
"Now it's about breaking up their car rental services to a distance for a period of time, which can be called retail."
"We used ride-hailing software to transform the taxi industry, reducing the empty rate of taxis and optimizing the allocation of transportation resources."
"It's the same with the car rental company's resources now, reducing the vacancy rate of their vehicles and people if they can't rent out."
"It has not delayed their own work, but also promoted the efficiency of the whole society, and the regulatory authorities should be able to understand."
It is not necessarily possible to achieve something beneficial, and Liu Jianni had to remind him:
"I believe it, but the question is how do you convince them."
Policy risks are difficult to predict.
From the point of view of the matter itself, it is no wonder that Liu Jianni would question it, if Lin Yi could not be a "prophet of the future", he would not have been able to make this guarantee.
"Jenny, I understand your concerns, so I have something else on my mind."
"If the policy can relax the restrictions on special cars, it is definitely not only for Wanli Travel. In other words, both Todo and Kuaidu can benefit from this decision, so there is no reason for them to sit back and enjoy the results while we work alone. ”
"In fact, as far as I know, each of them has never given up on communicating with the regulators, which can be said to be the common vision of the whole industry."
"Then, at least in this matter, we might as well join forces again, and everyone will have a new story to tell when we get this permission."
This time Liu Jianni did not object, Lin Yi said "join forces again", the previous time obviously refers to the consensus reached on the matter of the subsidy war truce.
From the point of view of this matter itself, the three companies do have a chance to do it.
And she can think that Dudu and Kuaidu will probably be more active in promoting this change than Wanli Travel, because the original pattern of the taxi field has been basically laid, and it is more difficult to change.
Now, if the "special car route" is released, it is equivalent to opening a new track, and there is an opportunity for the two who are currently at a disadvantage to overtake, so they have no reason to refuse.
Liu Jianni didn't plan to stop Lin Yi from trying in this regard, after all, as he said, the benefits of this matter for the development of the industry are obvious.
She was only a little surprised by Lin Yi's attitude, so she asked one more question:
"Do you have any other news, can you prove that the above will be relieved this time?"
Of course, Lin Yi would not say that he had experienced it personally, he thought for a while and gave such an answer: "Remember our next round of financing, what are you waiting for?" Because the sky is about to change. ”
Liu Jianni's heart moved, thoughtful.