Chapter 343: Competitors
At present, Edison has not launched any models, and car manufacturing is still in the laboratory research and development stage, and it is difficult for ordinary companies to obtain financing at this stage.
Huaguo's new energy vehicle companies can raise capital, but also because after the 2015 Paris climate conference, carbon emission control and new energy have become a global consensus, Tesla has launched the classic Model X, everyone only needs to feel the stones to cross the river, so they can get financing with PPT.
At this point in time, there are no successful electric vehicles on the market, electric vehicles are more of a concept, and it is rare enough to get financing from Zhou Xinju, and now there are investment institutions lining up to send money, Musk feels too lucky.
"We need to seize the opportunity now to launch our first samples as soon as possible, and our plan is to deliver the first electric vehicles next year.
Now that Newman is our shareholder and will be our first owner, the media coverage is so enthusiastic that we need to take advantage of this opportunity to deliver as early as possible and further expand Edison's reputation. ”
Originally, Musk thought that electric cars could be done, and now he is more confident in this.
When Zhou Xin was chatting with Musk, he also mentioned that he had a lot of brand names for electric cars in his hands, and asked him if he wanted to change Edison's name, such as Faraday:
"Elon, compared to Edison, I think the name Faraday Future is better, do you want to change it to that name?
If you wish, I can give you this name. ”
Zhou Xin was very curious, if Tesla used Faraday Future, what name would Boss Jia use.
Musk immediately said: "Faraday Future, good name, I think our first production model can be called that." ”
Because of Zhou Xin's casual words, Edison's first car was really called Faraday Future, and Edison also hyped Zhou Xin's name when he launched this car.
Many upstarts in Silicon Valley were curious about this car because of Zhou Xin's name, and finally paid for it.
Later, after the new energy fire, some new energy plants in China said that they could not be named by Zhou Xin after receiving new investment, and they were willing to pay high service fees to express their gratitude.
Back in Silicon Valley, after Zhou Xin participated in the talk show, met with Musk to set the investment intention, and set the priority of acquiring the company with Warren Jensen, the last thing he did was to meet Bill Gates and invite the other party to return to China with him.
"Bill, it's been a long time, we haven't seen each other for about two years, and the last time we met was in 2005, when I came to Yanjing to participate in an event."
Zhou Xin originally just wanted to shake hands with the other party, but Bill Gates gave him a hug directly.
Bill Gates can also be regarded as his mentor and friend on the road to his fortune, providing him with a lot of help, and everyone is a direct competitor in many fields, but it does not hinder personal relationships.
"Newman, lucky boy, your decision not to work with Madoff was simply the right decision of your life.
Once NewPay and Madoff cooperate, maybe Washington will not deal with you like Robin because you are too famous, but NewPay will definitely not escape the fate of being torn apart.
You're lucky enough to get away with it, and while your competitors are caught up in the Madoff trap, NewPay has a de facto monopoly on the electronic payment space.
Another electronic payment, WeChat Pay, it is only a threat, and it is also your own business.
You've avoided tens of billions of dollars in losses. ”
The meaning of this last sentence is that NewPay is broken up, and there is a world of difference in valuation between a monopoly and a competitor.
Zhou Xin replied, "Bill, didn't you tell me to be careful of Madoff?" ”
Bill Gates laughed: "I warned a lot of people to be careful of Madoff, including your alumnus Robin, who I vaguely reminded him to be careful of Madoff when we attended the Donkey Party's fundraising party.
What I told him at the time was that Baidu had given too much cash that didn't belong to Madoff to manage, and you might have to do a good job of supervision, Internet finance is a new thing, and Internet companies enjoy huge dividends and huge responsibilities at the same time.
At that time, the cooperation between Madoff and Baidu seemed to have only entered the second year, and the scale exceeded 100 billion US dollars, and various financial magazines were full of news about this, and I remember very well that the Wall Street Journal also attacked NewPay's strategy in Internet finance as too conservative and was about to be surpassed by Baidu Pay.
That's why I thought about reminding him, but Robin didn't seem to take my words to heart.
Not only Baidu, but also some friends around me, I also warned them that Madoff's hedge fund is risky, and it is best to invest only a little to test the waters.
As a result, they all lost at least 10 million dollars, and at most tens of millions.
For them, it's just a small amount of money. But you are the only one who really listened to my reminders. ”
Zhou Xin responded with a smile: "Bill, so it's not that I'm lucky, it's that I'm cautious enough." ”
Bill Gates said, "Caution is also a blessing.
However, you can surpass me to become the richest man in the world, and you have been sitting in this position for so long, you can't do it only with ability, and it is also important to be cautious.
Newman, are you short of money? Thinking about selling me all the remaining shares of Riot Games in your hands? ”
Riot Games went public with a market capitalization of about $20 billion, then fell to less than $10 billion as the Nasdaq bubble burst, and then climbed as the capital markets boomed and Riot Games became the main sales channel for video games.
At its peak, it exceeded $40 billion, but with the financial crisis, the US stock market fell and the market value of Riot Games returned to the level of more than $20 billion.
The market value is still very high, but it is close to halving compared to the peak market value.
Zhou Xin said: "Bill, you know, I'm not bad for money, and Riot Games is the first listed company I founded. ”
Zhou Xin said that there was no subtext like a price increase that could be sold in this sentence, and he really didn't want to sell Riot Games.
Bill Gates said: "I don't want to buy now, but after the financial crisis has passed and the stock market is active again, I want to use Microsoft stock to buy Riot Games."
Microsoft merges Riot Games, and the market will definitely give a positive signal after the merger, which is equivalent to trading you to make a profit, and Microsoft can make a profit when its market value rises. ”
Riot Games is profitable to operate as an independent individual because it belongs to the platform business, and the nature of pure commission determines that their profits are high and the cost is low.
At the same time, as a platform, it can obtain a large amount of data for analysis, better judge which games will be popular, and invest in games to make a profit.
But if Riot Games is acquired by Microsoft, because Microsoft has an Xbox business, it will be more imaginative, which is equivalent to Microsoft expanding its territory in the game industry, and grasping hardware and software with one hand.
Zhou Xin said: "Then we can wait for the financial crisis to pass before talking, to be honest, I don't have the slightest idea of selling my fist now."
Do you want Matrix? ”
Bill Gates was overjoyed: "How much?" I gritted my teeth and was willing to buy it. ”
The threat posed by Matrix to Microsoft is too great, and the MOS operating system launched after the merger of Matrix and Apple alone has taken up 10% of the share of desktop operating systems.
Compared to Apple's previous MacOS market share, which was less than 2 percent, this number is now capable of threatening Microsoft.
Coupled with MOS's market share of more than 30% in the mobile operating system field, the advantages of MOS will be further highlighted with the development of Matrix.
Zhou Xin said: "Microsoft can't afford it. ”
Bill Gates said: "I can find a few Wall Street financial institutions to come in and join forces to buy, you don't have to worry about money, even if it's 100 billion dollars, I think it's okay." ”
Microsoft's valuation at this time is probably more than $200 billion, because of the stable cash flow and monopolistic business model, Microsoft's market value has not been greatly affected in the financial crisis.
Zhou Xin thought to himself, Apple alone will have a market value of $2 trillion in the future, how can the combination of Matrix and Apple be sold to you for $100 billion now.
"I'm kidding, Riot Games is not for sale, and Matrix is even more not.
I'm sure you also know the value of Matrix, to be honest, compared to MOS, Microsoft's operating system, Microsoft and Nokia's Windows Phone are not competitive.
Bill, it's not that I look down on Microsoft, but it's true. ”
Bill did not interfere with Microsoft's operations early on, and also stepped down from the chairmanship of the board, but that doesn't mean he has no influence over Microsoft.
As the founder of Microsoft, he still maintains a strong influence on Microsoft at this point in time.
He is well aware of Microsoft's decline in the mobile Internet, and compared with MOS, Microsoft does not have the degree of cooperation that both software and hardware are built by itself.
Microsoft has done the hardware themselves, but after they did the hardware, they found that they didn't do it very well, and it would also discourage other manufacturers on the market from using the mobile version of Windows.
Since you're working on your own smartphone, are you going to provide me with a worse service than you use yourself?
Google is because their own Pixel series can't do well, and if the Pixel does well, there will also be a lot of mobile phone manufacturers who will come out to try to fight back.
Whether it is Huawei or Xiaomi, there are external factors to launch their own operating systems, as well as internal factors.
In this age of competition, this situation will be even more obvious.
And in cooperation with other manufacturers, Windows is not as good as Android, the development strength of the original Android manufacturer is not as good as Microsoft, but Android is free, a pure free open source operating system, and this alone makes Windows very uncomfortable.
Because Windows cannot be open source, and they have to charge 300 yuan to mobile phone manufacturers after the price reduction of each mobile phone operating system.
This is simply not able to compete with Android in the low-to-mid-end market.
The development strength of the original Android manufacturer is open source, and it also has the strength to compete with Microsoft.
Therefore, there is MOS in the front, and Android in the back, and the differentiated competition between their two mobile phone operating systems has made the mobile phone windows have been passive, and they can't even see the winning side.
Historically, when Microsoft competed with Apple's operating system, they knew exactly where their winning point was, and no matter how popular Apple's products were, Microsoft did not panic at all.
In the field of mobile operating systems, Microsoft does not know how to win.
Bill Gates is well aware of Microsoft's current situation in the field of mobile Internet, and he smiled wryly: "Newman, we all know this is true.
But I don't want to hear about this fact.
It's because Windows doesn't work on smartphones that I want to buy Matrix.
The Mphone3 is really perfect, I can think of how to surpass MOS in software, but I really don't know how to surpass Mphone3 in hardware.
You don't have confidence in Nokia, and their senior vice president was confident when he came to Microsoft's developer conference before, thinking that their product this year could be devastating to Matrix.
After the launch of the Mphone3, Ballmer asked him again, and he decided not to talk about it, and even the flagship launch event originally planned for September this year had to be postponed again.
We judge that the original flagship is going to become a mid-range model, and we will come up with a new flagship in the middle of next year to compete with Mphone3 differentially.
After just experiencing the fingerprint unlock of the Mphone3, I never want to go back to the era of entering passwords. ”
Zhou Xin said: "Even if I am willing to merge Matrix and Microsoft, Steve can't accept it. ”
Bill Gates reacted quickly: "As long as I can convince Steve, are you willing to sell Matrix to me?" ”
Zhou Xin shook his head: "I just said it casually, I definitely won't sell it."
Riot may still be negotiable, but Matrix is really impossible.
Although Matrix can't be, I'm still curious, how do you want to convince Steve? ”
Bill Gates said: "It would be nice to spin off Apple's business and set up a separate company, and Microsoft could even sell the new Apple, which is completely worthless compared to Matrix itself." ”
Personally led Microsoft's competition to defeat Apple, and Bill Gates had the confidence to underestimate Apple.
Bill Gates thought for a moment and said, "Matrix can't be sold to Microsoft, but is it possible for Matrix to work with Microsoft?"
Matrix launches a smartphone with a Windows operating system?
This would be an unprecedented gimmick. ”
Zhou Xin said helplessly: "Bill, there is a competitive relationship between Matrix and Microsoft, MOS is already very perfect, and we have no reason to help Microsoft defeat MOS." ”
Bill Gates said: "This is a new choice for users.
What if Microsoft was willing to pay for every Windows-powered Mphone3? Microsoft gives you $50 per unit. ”
Zhou Xin thought to himself, did the sun come out in the west? You must know that each smartphone equipped with Windows will give Microsoft about 300 RMB, which is still the price after the price reduction, and before the price reduction, it will cost $100.
The Mphone3 equipped with windows is not a problem to sell 10 million units casually, which is the revenue of 500 million US dollars, which is honestly a bit exciting.
"To be honest, I'm very excited, but I really can't say yes to you.
Bill, we're not competitors, but Microsoft and Matrix are.
windows is our biggest competitor, Matrix is not short of money, and we don't need to cultivate our competitors for this money. ”
(End of chapter)