Chapter 108: Dark Forest

"You're too extreme."

Wang Xing pointed out as if he had come over, "The most important thing in making decisions is to stay calm at all times and don't let emotions affect your judgment." ”

Lin Yi is now in the office of each regiment, because the situation of Wanli Travel and each regiment seems to be not good recently, so he came over to visit the door.

And it's almost the end of the year, it's supposed to be a matter of contacting feelings, and the two of them have been familiar with each other a lot since the last "frank meeting".

"You said lightly, then why do you tell me why the goose factory and factory A are still fighting and dying in your place, but they can release their suspicions when they come to me?"

Wang Xing did not refuse, he was not simply satisfying his curiosity and helping Lin Yi summarize his lessons, but he was actually comparing his own practices.

"In the matter of merging Kuaidu, you said that you made two mistakes."

"The first point is that you didn't find the right person, you think Lu Chuanwei is the best breakthrough so you use your brains on him, but you ignore the high-level line, and not knowing Ma Jack is not an excuse, because it is man-made."

"The second point is that the best opportunity has been lost, if Lu Chuanwei can die sooner, maybe you will still have a chance."

"But he actually decided to give up because he was dead set on Factory A, but Factory A was also dead set on him, and Majack should have thought about it at that time."

"These analyses are not wrong, since you can figure out these two points, then how can you not understand why the goose factory and factory A can cooperate?"

Lin Yi arched his hand: "Please advise." ”

"First, before the subsidy war, Cheng Wei's Dudu taxi has always been the leader of the industry, but in this accident that no one expected, how could the goose factory have no ideas?"

"Second, Factory A has lost patience with Kuaidu Taxi's long-term lack of improvement, and I think the previous round of financing is a signal to turn to merger."

"Do you think that Factory A paid $600 million to take a taxi to save face, but in fact, people are ready to use this number as a bargaining chip, but unfortunately your mind was on Lu Chuanwei at that time."

"These two points are their own internal reasons, and the external reason is that Uber's historic financing results are too scary, 3.4 billion US dollars in two months, and everyone realizes that only cooperation can find a way out."

"With these conditions, the next thing is the back and forth between Cheng Wei and Liu Qing, Cheng Wei is an old subordinate of Factory A, Liu Qing's family background and the identity of a former Goldman Sachs banker may be useful conditions, but they are certainly not sufficient conditions."

Wang Xing is a smart person, but it's not that Lin Yi can't think of these truths himself.

However, he admits that he felt very frustrated by the fact that he was almost all merged, so he briefly experienced a mental imbalance.

Lin Yi originally wanted to take advantage of the merger of Kuaidu to completely get rid of Dudu and take a taxi, so that the road behind only needs to go down according to the experience of his previous life.

Now, he has finally entered the unknown dark forest, and has to face infinite variables.

"The taxi industry is really evil, at the beginning, Dudu and Kuaidu competed with Dahuangfeng, and after I merged Dahuangfeng, the media called it Three Kingdoms Kill 2.0."

"Later, Uber came from the United States to intervene, and before it made a big fight, it was all merged, and there were three left, and now some people say that the industry has entered the 3.0 era."

"But nothing seems to have changed."

Lin Yi complained ruthlessly, didn't nothing change, and he suddenly became the poorest of the three families again.

Wang Xing knew that Lin Yi had adjusted when he saw him like this, so he no longer enlightened, but asked with interest:

"So what are your new preparations for this 3.0 era? To be honest, the competition in the taxi industry is too rough, and if you blindly use subsidies to fight for consumption, then your current financial resources are very dangerous. ”

Lin Yi naturally had some ideas, he didn't come to Wang Xing today to just chat, it was part of his plan for the next stage.

This person is important.

He didn't have any psychological burden on calculating Wang Xing, because he didn't plan to cheat, some things were meant to happen.

Now the time has not come, so he didn't say much, but just asked rhetorically:

"The subsidy is very crude, but it can't be avoided when everyone burns money. I know you've always felt that each group doesn't rely on more money to kill, but if each group can really avoid vulgarity, why do you want so much money to raise $700 million? ”

You must know that Zhang Leisai of Kaolin Capital gave Dongge a sum of money to build logistics infrastructure across the country, and established a unique moat for dog factories with distribution efficiency, what is the price?

It's only $300 million.

In fact, the higher and higher financing amount of the IT industry does not mean that the technology is advancing or the business model is leading, but simply finding a way for these funds in the case of a booming market and continuous hot money.

It sounds advanced, and the principle is no different from flipping a house.

Enterprises have obtained funds to become unicorns, entrepreneurs have blown up their valuations to achieve financial freedom, and venture capital institutions have relied on floating profits on their books to charge high management fees with peace of mind, and they can continue to go out and fool the rich wrongdoers.

Win, win, win, win!

Wang Xing did not refute Lin Yi's words, but emphasized: "The situation of each group is very different from that of Wanli Travel, and it is obvious that the failure of this round of financing for each group is a layman." ”

"Because each group has firmly maintained its leading market share, and has been far surpassing Dianping and Hungry in terms of valuation, each group can get more financing at any time if it needs it."

"In other words, Dianping and Ele.me get so much money because they're only worth that much money, and each group only gets that much money because we only get that much money."

"In terms of business, the advantages of each group are unshakable, let's just say that each group is a company, and Dianping and Eleme are two companies, and the synergy effect is incomparable."

This sounds a bit pretentious, but Lin Yi knows that it is not a lie, and he thinks it is a little funny:

"You don't even mention the bear factory."

After Li Robin took the glutinous rice, he launched the Xiongchang takeaway under Lin Yi's suggestion, and now it is almost in line with each group.

Wang Xing casually commented: "Of course, BAT is a behemoth, but the disease of large companies is also obvious, and I don't think that the bear factory will be too competitive to go directly to the market." ”

This guy's tone is quite relaxed.

However, Lin Yi had no intention of helping his gold lord correct his name, and he asked very suddenly: "I heard that each regiment has discussed the merger with the bear factory?" ”

Wang Xing was not surprised, he thought that Lin Yi had heard the news from the bear factory.

"There is such a thing, but Li Robin looked forward and backward for a while, and then he was reluctant to control it, even if this matter was blown, and as far as I know, Xiongchang and Dianping have also talked about it."

"Now with the bear factory's own operation and investment, it is obvious that it does not plan to take this path, and the industry pattern in the short term will be the same as that of taxi software, which is three-legged."

"Good, good."

Lin Yi threw out another question: "Then have you discussed it with the review?"