Chapter 162 It's Interesting

In the middle of September, entering the Mid-Autumn Festival, the leaves of the sycamore trees outside the window turn yellow, and the wind blows and fall from the treetops, which adds a lot of workload to the sanitation workers.

Lin Shu sipped lukewarm tea, and sat in the room swiping the screen to surf the Internet.

After a while, an article caught his attention. The title was "Teng Xu's Embarrassment and Ali's Unwillingness: An Interesting Takeaway War", and he read it carefully.

"There are a lot of market competitions in the commercial field, and there have been many thrilling business wars, such as the 3Q war, the battle of Baike, the war of thousands of regiments, the Alstom puzzle, or bloody, or grand, or helpless, or full of reversals. , but neither is as interesting as the takeaway war that is unfolding."

"Before entering the main text, we need to introduce the three protagonists in the story, Meituan, Are you hungry and Quanmin Waimai, as well as the companies behind it Tengxu, Ali and Quanmin Technology."

"Li Shun, the founder of Meituan, was a man who repeatedly started a business and was close to success, but fell down in the last ten meters. The latter who succeeded him founded Renren.com and Weibo, and became famous. After his middle age, he finally Finding the right direction, breaking through group buying and choosing the trend of the times, Meituan Waimai has been the industry leader for a year."

"Are you hungry? The founder, Wu Shuhao, is a wealthy family of three generations. Three generations of his ancestors are quite famous in Shanghai. He chose the food delivery industry when he was studying for a master's degree. His journey went smoothly, and he was favored by major capitals. He just happened to meet the mobile payment industry leader Exploded, Hungry? was selected by the market, and naturally won the second position in the industry."

"What about the national takeaway? It's very interesting."

"The company behind Quanmin Takeaway is called Quanmin Technology. I probably don't need to introduce it. Everyone is familiar with it. Lin Shu, the CEO of Quanmin Technology, is called a man who is a 'playing world'. He came to this world not to live, but to make this slightly The boring world adds more colors and variables.”

"Lin Shu is indeed a strange man, and we can know this from the history of his fortune."

"National technology started from the national mobile phone conference after the hot search of 'Huaxia Iron Man', a big drama of 'redefining smartphones', which divided the mobile phone industry into two eras, old and new, and brought down the high price of mobile phones. The era of mobile phone parity has begun."

"We also developed Douyin, which became the most popular app in a short period of time. Since then, the 'Internet celebrity economy', 'Douren Douyin', and 'National Live Streaming' have added a new form of mass entertainment. , News is divided into three parts of the world, and it has become social, short video, short video, and users spend more than half of their time on Douyin, which directly affects all walks of life, such as fewer people watching TV dramas.”

"Leaving aside the more specific details, friends who surf the Internet a lot will basically see Lin Shu on the headlines of major websites every once in a while—see Mr. Lin on the headlines again, and see Mr. Lin changing his clothes twice in a day. It also made the headlines, saying that the four sons of EXX who returned from the country are top-notch, and Mr. Lin is the top-notch."

"For Lin Shu, who is so unique and extremely talented, people speculate that his next development direction should be higher technology content, or an industry that brings innovation. Who would have thought that Mr. Lin chose to go to a company that is not deep in technology content and needs to compete for strength. Takeaway area."

"Surprised the outside world, especially the mobile phone industry. I heard that the president of Meixiang Mobile is struggling to deal with the sluggishness of his mobile phone business. He is worried about what the next big move will be made by Quanmin Mobile. In the end, the biggest opponent ran to toss the takeaway and shouted: This son insult me ​​again."

"It's really hard for people to understand. The existing fields of national science and technology, smart phones, mobile phone chips, operating systems, and Douyin, no matter which ones have more development prospects and profit potential than food delivery. If it is someone else at this time, they will choose to expand. Deepen the field of mobile phones, get through the whole industry chain, and never complicate the problem.”

"However, Mr. Lin's choice confirms the saying, 'Rebellious Lin Shu'. Mr. Lin is indeed rebellious and willful, and does not follow ordinary people's thinking."

Seeing this, Lin Shu looked back at the author's information "Huabei—Undergraduate in Economics and Management of Tsinghua University, Master of Computer Science in Huazhong University of Science and Technology, a Programmer Pursueing Lifelong Growth, and a Traveler on the Road". In order to maintain the soft text written by others.

Since it's not the company troll, why does this article seem to be blowing him up.

Lin Shu quickly skipped the part about introducing himself and scrolled down.

"As I said earlier, the food delivery industry is not a good investment port. When there is no choice, you can enter the food delivery industry. When you have a choice, it is never a wise move to enter the food delivery industry. However, Lin Shu is called the 'rebellious Lin Shu'. Only rely on preferences, never consider costs, prospects, returns or not."

"One word describes 'Grandpa is happy'. He is happy so he chooses to enter the game to take out food. He is happy so he does not make decisions according to the logic of modern business competition, but purely by feeling. He belongs to the temperamental man in Jin Yong's martial arts."

"Friends, don't think that this kind of person is very attractive, indeed he is very attractive, and can attract the attention of young people, but this kind of person is very dangerous, especially in this kind of temperament who has a lot of resources and can affect a wide range of regions with his words and deeds People, once their desires swell to a certain height and the status quo cannot satisfy him, it will be the beginning of the destruction of the world.”

Nonsense again, Lin Shu continued to pull down.

"It's interesting to say that the food delivery war is interesting. What's so interesting about it? It's interesting to introduce so many Lin Shu earlier. The rebellious Lin Shu launched two food delivery marketing campaigns for the whole people. The first time was 'Eat a penny for a summer vacation' and spent nearly 100 billion. , the second time, "Young people, let's go out and have a look", and once again ordered takeaway for a penny, planning to spend 500 billion, and burn 100 billion a month."

"This kind of behavior is unprecedented. Regardless of the landlords, capitalists, or the bosses of contemporary big companies, they will never do it without considering the cost and return, and they will not do it. Only the rebellious Lin Shu will do it. Such an unbelievable thing."

"It is also a very fairy tale thing, but the effect is a fatal blow to competitors. Think about a store that sells meat for a penny every day. You buy daily necessities in this store for several months, and customers go there. Others Businesses naturally have no source of customers, and they have to wait for bankruptcy, so they must find a way to deal with it.”

"So here comes the interesting part. Big companies are fighting, and consumers are cheaper. In the past two and a half months, I will briefly take stock of what interesting changes have taken place."

"Obviously, the three food delivery platforms can order food for a penny, and the daily food expenses here can be saved. Calculated at a minimum of 60 yuan a day, 1800 can be left in a month, and 5400 in three months. How much more can 5400 do? Traveling abroad is enough."

"As a worker in the Internet industry in Yanjing, I didn't like Mr. Lin's good self-hype at first, but after eating takeaway from Lin Shuqing every day, my bad impression gradually disappeared, and my impression of Mr. Lin became very good. We are short-handed, thank you Mr. Lin for bringing us benefits."

"The second change is in the rider. It is interesting. It is a consensus that it is not easy for people with low education to find a job. However, the three major takeaways fight. Home, so the other two food delivery platforms also followed suit to hire full-time riders.”

"Here comes the interesting part. The culture is not high, but the young and strong become 'hard to find'. The three families are fighting each other and robbing the takeaway riders."

"Can you believe that one day migrant workers will become popular, such as physical labor such as food delivery, because the wages are too good, many people with college degrees, undergraduates, and even master's degrees compete with migrant workers for 'food delivery', this ordinary person Seems like a menial job."

"If you've ever been to the scene where the three major takeaways compete for migrant workers, you'd die laughing there, sign a migrant worker, and set off a bunch of firecrackers, you can believe it."

"Of course it's also quite magical. The per capita salary of food delivery workers exceeds 8000, generally tens of thousands, and 20 a month is not a lot. It easily exceeds the undergraduates who have studied for [-] years and graduated from a serious university."

"It makes people want to sigh, who are the migrant workers and who are the cheap labor."

"It's not over, it's more interesting."

Lin Shu looked over seriously.

"Do you know? The original intention of me writing this article is that I went to the restaurant downstairs of my house to eat after a long absence. The name of the restaurant is "Claypot Yellow Cured Meat Claypot Rice". Eat, it tastes good, and the price is like the atmosphere of an imperial capital, 30 servings, which is considered cheap, go to the second and third ring roads, 45 servings."

"Why did I eat this restaurant after a long time? It's very simple. It only costs one penny to order this meal with the three major takeaways. In this case, which idiot would choose to eat at the store, so why did I choose to go to the store? Because I am stupid. Egg, it’s a miscalculation to spend today’s penny share on ordering milk tea in the afternoon.”

"Satisfied with food and drink, the store also provided a bottle of Coke, ready to pay, the proprietress smiled and said 'only 25', I was shocked. I have been in the imperial capital for more than ten years, and the price has always been more and more expensive, and the price has never dropped. Reasonable, it still dropped by 16%, chatting with the proprietress, I realized that all this is the change brought about by the takeaway war.”

"Order takeaway for a penny, and fewer customers come to the store to eat. Merchants are subsidized by the platform, which does not affect income. Simply eating in the store is cheaper than takeaway, and it does not affect the overall income."

"It's very interesting. The food delivery war actually led to lower prices. It's an unprecedented business war."

After Lin Shu finished reading the article, he didn't read the comments below. He also felt a little interesting.

Why does he pay so much attention to takeaway, no matter the cost, he wants to win to the end.

There are two reasons, one is that the tragic changes that will occur in the whole world in four years time require him to control the food delivery industry and improve the delivery system of the food delivery industry.

The other is that food delivery is not just a little food delivery, but also a service platform for intra-city life.

Similar to a group-buying website, a food delivery platform can integrate all life-related matters in the same city, such as water and electricity bills, food, entertainment, accommodation, transportation, and everything related to a person’s life in a city can be integrated into the platform—think about all the things that are needed in urban life. Everything can be solved in the Quanmin APP, which is a very convenient thing.

For example, Douyin 1.0 is a music community for young people, and Douyin 2.0 is a way of recording lifestyles.

Takeaway 1.0 is takeaway, 2.0 is integrated life.

The significance of integrated life is not only to facilitate the lives of ordinary people, but also to restrict the local market to a certain extent.

This will be related to Lin Shu's ultimate vision of 'living well with a monthly salary of 3000'.

To be specific, it will be clear only after reaching the later stage of development. However, Lin Shu did not expect that in order to compete for the food delivery market, he spent tens of billions of money, and the other two giant companies followed suit, which would have a similar impact in advance.

Prices have become cheaper.

Although it is not nationwide, it may only be temporary, but this change proves that he is in the right direction, and the integration of life links can reduce prices.

Make it cheap.

Thinking of this, Lin Shu felt much happier, and half a year of hard work was not in vain.

Especially these two and a half months of hard work.

In order to win the takeaway market, Lin Shu devoted himself to the takeaway business almost every day during this period, to the point where he forgot to sleep and eat.

Optimize every detail of the food delivery field, travel to major first- and second-tier cities, personally deliver food, coordinate merchants, and resolve disputes.

He also held five small concerts to show off his piano skills and singing voice again.

The result is a satisfactory answer.

The current market share is 40.1% for Quanmin Takeout, 33.8% for Are You Hungry, 24.3% for Meituan, and only 1.8% for other takeaways.

Baidu Waimai, which occupied the third market share three months ago, could not keep up with the pace of competition that burned [-] million a day. It was already sold at the beginning of the month, and it was out early.

Meituan’s market share was the first in the early years, but now the subsidy is not as strong as that of the whole people and Are you hungry. The market share has been eroded continuously, and it has dropped to 24%.

Judging from the news from the industry, Teng Xu seems to intend to cut off his wrists, not to play crazy money-burning games with Quanmin and Are You Hungry, and not to provide follow-up funds.

Consumers are fed up with consumption habits by the whole people, are they hungry, and there is not enough follow-up funds. Once the subsidy is stopped, Meituan will immediately abandon Meituan, and Meituan's market share will continue to decline.

And Hungry? burns more money than Quanmin, but the overall efficiency and user experience are not as good as Quanmin. Although it has increased by 33%, it has been abused by Quanmin in many cities, but they spread more markets, unlike Quanmin. While working in the first, second and third tier cities, they descended to the fourth and fifth tiers, intending to expand the scope of the war.

Quanmin’s side needs a lot of energy to develop based on the fourth- and fifth-tier take-out markets, and the time is not ripe for the time being. They did not choose to sink the market like them, but continued to optimize services in big cities.

I have to say a surprise here.

Not sure if it's because of Lin Shu's old classmates, or if they are really more capable.

When Lin Shu graduated, 500 graduates of the same year from the school were exempted from taking the exam to enter the national technology. After training, they were scattered across the country as the skeleton of the national takeaway. Relying on this group of middle-level managers to fully develop and strictly follow Lin Shu's will.

Even if you are hungry, the subsidy is higher, and the market share of the national food delivery market is steadily increasing, reaching 40.1%.

To have this achievement, they have made great contributions.

So it was a pleasant surprise.

What we need to do now is to maintain this trend. Just wait for another three months, when the fourth- and fifth-tier markets are relatively mature, and this group of national seeds can go to other cities to expand the national food delivery market.

Why wait three months.

The time has entered mid-September and is about to reach October.

Meixiang's full-touch screen smartphone is finally ready for mass production, and it has been held back for ten months from January to October.

On the other hand, Lin Shu didn't care about the threat of Meixiang's new products at all. He planned to release the second universal mobile phone at the same time.

The release of this mobile phone will rapidly increase the popularity of smart phones.

With the increase of smartphones, the food delivery market will naturally grow.

Smartphones and the mobile Internet complement each other.

So wait three months.

The time is near.

(End of this chapter)

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