Ordinary Road 2010
Page 235
After thinking about this, Lin Yiyi also told him what he had said to Li Luobin before:
"As the volume of the entire taxi-hailing software gets closer and closer to the upper limit of the entire taxi industry, the significance of this taxi-hailing war will become less and less."
"We travel thousands of miles and take taxis with Tutu because we don't want to continue to burn money endlessly. I also understand Goose Factory's position on this matter, but in the short term it may depend on Kuaidu's attitude."
Lin Yi knew that his appearance made the situation in the taxi-hailing market more complicated, because the interests of the three companies must be more difficult to balance than the two.
But at least for now, if you have Brother Ma in person, you can first coordinate the position between Wanli Travel and Tutu Taxi.
In particular, the fact that two companies have just chosen the random subsidy model of 12-20 yuan by coincidence has just appeared, which is a very suitable opportunity, because the outside world already has an interpretation of their reconciliation.
That's why Xiao Ma appeared here.
After understanding Lin Yi's attitude, he didn't say anything more. After all, his identity is not the CEO of Tutu Taxi.
But Brother Xiao Ma raised another topic: "Lin Yi, in fact, many of your views on the taxi-hailing industry are very similar to Will's. Have you ever considered joining forces?"
Lin Yi was not surprised that he had this proposal, and did not answer directly, but talked about the negotiation between the two of them after Cheng Wei found out about him through Wang Xing before Wanli Travel went online.
Although he didn't say it clearly, the implication was that he refused. Brother Xiao Ma is not a person who can be difficult for others. If he persists in his capacity, it will inevitably appear to be "bullying the small" to Lin Yi.
After talking about the tuk-tuk taxi, the conversation did not end immediately, and the rest of the topic can be a little more calm.
According to Lin Yi's description just now, Xiao Ma asked a question: "Are you familiar with Wang Xing, what do you think of the current group buying market?"
Chapter 422 The Wall of Sighs
Lin Yi has not had much contact with Wang Xing recently, because he is busy with the subsidy war in front of him.
Of course, Wang Xing is not idle either. Every group now has both group buying and takeaway, and they are fighting hard on both fronts.
There is another reason, that is, after all, each regiment is a member of the A factory, and Wanli Travel is fighting Kuaidu, but Lin Yi doesn't think Wang Xing is the kind of person who would have scruples.
Brother Xiao Ma is not the kind of person who is aimless. He suddenly mentioned Wang Xing, even if he asked it unintentionally, there must be a reason.
It didn't take much time for Lin Yi to think of his reason for coming to the capital this time.
"Group buying websites are now a typical two-power structure. Each group and Dianping are far ahead. From the perspective of qualifications, the accumulation of Dianping is deeper. It has been established long before the rise of the concept of O2O, and the user reputation is also good."
"However, from an operational point of view, the growth rate of each regiment is faster and the combat effectiveness of the team is stronger, so that it can come from behind and get the first position."
"Personally, I really appreciate the development path of Dianping, which is the more old-school or traditional Internet company's entrepreneurial thinking."
"Grind the product."
"Of course this cannot be wrong, but how to put it, I think today's market environment may not give entrepreneurs so much time and opportunities."
"For example, in our taxi-hailing software industry, it might be Shake Taxi that could win the final victory by polishing the product?"
Yaoyao Taxi is the first batch of pioneers in taxi-hailing software. It was established earlier than Cheng Wei's Dudu, and was once the market leader.
But now, even if they have not completely disappeared, their presence in the market is almost negligible, especially after this subsidy war, except for the top three players with their own backers, all other players have been cleared out.
Brother Xiao Ma knew about the taxi ride, because it was this company that rejected the investment from Goose Factory, and they went to find Dudu and Cheng Wei.
He understood that Lin Yi was too slow to complain about the comments: "So you are optimistic about each group?"
Lin Yi didn’t admit it: “I’m talking about the past. Since the rise of the 2010 concept in 020, the large-scale entry of capital has transformed the industry, including Dianping, which has also been caught in this wave.”
"Judging from the current market position, Dianping still has a chance, so I think it is not too late for Goose Factory to enter the game."
Brother Xiao Ma smiled slightly. Although it was not a secret, Lin Yi was really perceptive, and immediately realized that he was here to discuss investment in Dianping.
Although Liu Chiping didn't tell him that Lin had talked about reviews when he came to invest in Goose Factory, but this is not surprising.
Because Dianping has been in contact with Xiongchang for a long time before, and each group will definitely pay close attention to the trend of Dianping. If the relationship between Lin Yi and Wang Xing is really that good, then it is possible that they have analyzed it before.
Brother Xiao Ma didn't hide anything at all. There are not many people in the industry who need to be scruples at his level.
"Goose Factory has just invested 4 million US dollars in exchange for a 20% stake in Dianping. The news will be announced soon."
After revealing the big news to Lin Yi in advance, Xiao Ma asked again: "You just talked about each ball and comments, it seems that you haven't commented on the glutinous rice prepared by Xiongchang from the stove?"
Of course Lin Yi knew what was going on with Nuomi, but Li Luobin was his half-boss after all, so even if he was sure that Xiao Ma would not do anything to inform, he would not say anything that should not be said behind his back.
"At present, the gap between Nuomi and the top two is still too large, but how far it can develop in the future depends on Xiongchang's determination, and of course it also depends on the right time, place and people."
Xiao Ma found out Lin Yi's defense, so he didn't ask any more questions. After all, the relationship between the two was not like Lin Yi and Li Luobin.
The two skipped over this topic, and Lin Yi accidentally noticed that Brother Xiao Ma seemed to be inconvenient in his movements, so he asked casually.
Maybe it’s not a secret, so Xiao Ma bluntly said: "My lumbar spine has not been very good, and I have been treated once before. It seems that there is a tendency to relapse recently, and I may need another operation."
When he mentioned this matter, he also implied that he came to see Lin Yi when he was sick, expressing his great importance to the taxi-hailing industry.
But what Lin Yi thought of was another matter. Reminiscent of Brother Xiao Ma saying that Liu Chiping had gone abroad and had not returned, he recalled a major event in the goose factory during this period.
"Did Mr. Liu go to America?"
The question was inexplicable, and Brother Xiao Ma also seemed very surprised.
"Well... this opportunity is very important to the goose factory, and it may not be available again for many years in the future. Although Xiao Ma can't rush due to injury, no matter how important he is, he can't take it too seriously."
This is even more strange, it seems a bit like "teaching Xiao Ma" how to do things.
This matter has nothing to do with Lin Yi.
There has always been a rumor that Goose Factory had negotiated the acquisition of WhatsApp in order to enter the international market.
Because of brother Ma's waist injury, he was unable to go to the on-site negotiation in person and delayed the opportunity, which led to being cut off by Zuckerberg's Facebook.
WhatsApp is now a mobile messaging start-up with a handful of employees but already has 5 million international users. It is worth a lot, and there are almost only the above two companies with the strength and willingness to acquire.
In the information society, social software is a very special infrastructure. It is a country that transcends reality and has a more abstract but objective boundary.
After Goose Factory missed WhatsApp, Wechat went overseas unfavorably, and the internationalization strategy has always been tepid. Many people deeply regret this.
Lin Yi is also one of them.
So even though the two sides were enemies and not friends, and even though he shouldn't have known about it, he still made a few remarks very presumptuously.
Lin Yi comforted himself in his heart and said:
Even if Goose Factory can really win WhatsApp, it is impossible to increase its strength in a short period of time. On the contrary, there will be a huge cash expenditure, which will affect the support for tutu taxis.
Brother Xiao Ma was very personable, he didn't blame him for being abrupt, and he didn't go into the details of what he knew, but he gave this answer:
"The Goose Factory regards it as the most important thing to do. Sending Martin to come forward when I can't make the trip has already demonstrated my attitude."
"However, the acquisition of WhatsApp still failed, and the other party expressed regret that they had to terminate the negotiation with Goose Factory due to force majeure."
Brother Xiao Ma didn't explain too much, so Lin Yi didn't know what the social giant was thinking.
force majeure.
Just such a brief message made him instantly understand a question that had been misunderstood before:
Goose Factory has never missed WhatsApp, and the so-called absence of Xiao Ma is even more nonsense, because this opportunity has never belonged to Goose Factory.
This world seems to be vast and unobstructed, but in fact there are invisible high walls everywhere, separating the species called human beings one by one.
Although in the eyes of Lin Yi at this moment, BAT is already an unattainable behemoth, a titan that covers the sky with one hand.
But on the other side of the sea, the city gate on the top of the mountain was never fully opened to them.
After saying goodbye and going out, Lin Yi looked up at the gloomy sky at that time, the dark clouds enveloped the earth, as if it was a wall of sighs that had never been illuminated by sunlight in the deepest part of the underworld for tens of thousands of years.
That is the boundary between gods and mortals.
Chapter 423
"What is the Wall of Sighs?"
After Lin Yi returned to the company, he casually chatted with his senior sister and Wang Kai about the meeting with Xiao Ma, and also shared a little bit of his psychological activities at that time.
This knowledge point is obviously beyond the standard for senior sisters, but although Wang Kai is born in the 80s, he has watched the same anime as Lin Yi.
"The Wall of Sighs comes from "Saint Warrior of Hades". It is said that it is a wall in the deepest part of the underworld. Behind it is the "Pure Land of Bliss" where the gods live. However, ghosts in the underworld can never cross it, so it is called the Wall of Sighs. "
Li Moyan didn't care about "Saint Warrior", she was thinking about something else.
"According to you, have we reached a settlement with Tutu Taxi, which means that the subsidy war is coming to an end?"
"No no no."
Lin Yi shook his head, "We must make a clear distinction. Goose Factory is Goose Factory, and Dudu is Dudu. Brother Xiao Ma is Brother Xiao Ma, and Cheng Wei is Cheng Wei."
"The reason why we have to distinguish so clearly is because we can't regard the goose factory as an enemy. For us, the BAT three giants can only be guided but cannot be confronted."
It's not that Lin Yi has no ambition, if you want to blame, you can blame him for being born too late.
"As for the subsidy war, it's not up to us when it ends, and until then we have nothing to do but hold on."
It is obviously not the first time that Lin Yi has mentioned the theory of the Big Three. The senior sister and Wang Kai who are partners are very familiar with it, so they were not surprised.
"Then do you want to tell Li Robin about meeting Brother Ma today? I wonder if he would mind your private contact?"
"It has to be said."
Lin Yi was not afraid that Li Luobin would hear about today's events through other channels, and he was not a spy agency who would send someone to monitor him.
"Li Robin should not be so small-minded. He should understand that everyone has someone they can't refuse. For me, Xiao Ma is such an existence."
"But today's events can make him understand that Xiongchang is not the only one who is worried that the money-burning war in the ride-hailing industry will continue to develop and get out of hand."
"Although BAT is not short of money, it's not good to do something with money. No one can remain indifferent to such absurd burning."
"Brother Xiao Ma's appearance today means that Goose Factory's attitude is similar to Xiong Factory's to some extent, so he will have more confidence."
For the current ten-thousand-mile travel, Li Luobin's confidence is even more important than Lin Yi's own confidence. He has tried his best to "manage upward".
The fact is just as Lin Yi expected, when he told Li Robin about the conversation with Brother Xiao Ma, the other party was very happy.
But he hid a part.
He did not tell Li Luobin about the news that Goose Factory was about to take a stake in Dianping, but instead told someone who seemed to have no close acquaintances.
Goose Factory is not Dudu, so Wanli is not Bear Factory.
Wang Xing was very surprised to receive Lin Yi's report, but it was not about the news itself.
Although Goose Factory and Dianping have not been announced to the public, it is impossible for Wang Xing to be kept in the dark about such a major industry change.
His attention to comments is no less than Lin Yi's attention to Dudu and Kuaidu.
What Wang Xing thought was, what does it mean for Lin Yi to share this news with him?
He still didn't directly ask this question, although he already knew the news, he still politely expressed his thanks.
……
On February 2th, Facebook on the other side of the ocean announced that it had acquired a small company with only 20 employees at a sky-high price of 190 billion US dollars. It was WhatsApp that Goose Factory couldn't ask for.
That year, Zuckerberg, who was born in Harvard University and married a Chinese wife, was very popular in China. He was affectionately called Xiao Zha by some people who had no relatives. He was another American Dream after Bill Gates. Spokesperson.
In order to help Facebook enter China, he will visit the country many times in the future, and even gave his daughter a Chinese name.
And a week before that, the originator of taxi-hailing software, Uber from the United States, officially announced its entry into China.
Lin Yi didn't have time to care about the young Jewish rich man, and he didn't seem to pay much attention to the entry of his American counterparts.
Uber's model is fundamentally different from the current path taken by Wanli, Dudu and Kuaidu, and direct competition will not be formed in a short time.
In fact, long before this official announcement, Uber had already started trial operation in Shanghai in July last year, but the scale and scope at that time were very small, mainly targeting foreigners in Shanghai and some "workers" working in multinational companies. Shanghai School Elite".
Compared with Dudu and Kuaidu, Lin Yi may be the one who attaches the most importance to Uber, but the time has not come yet, so he didn't respond more than sending someone to keep an eye on the other party.
The subsidy war is not over yet.
After Wanli Chuxing and Tudu Taxi offered random red envelopes, Kuaidu and Zhifubao responded very rudely:
Increase the instant discount amount of each order to 13 yuan, and declare that "we don't fly planes and play tricks, passengers don't have to fight for character and luck, 100% instant discount of 13 yuan", the connotation is very obvious.
Because Wanli and Dudu did not continue to follow up, the bidding game came to an end for the time being.
None of the next three companies continued to escalate countermeasures, but the outflow of funds caused by subsidies has not decreased in the slightest, and has reached a new height.
By the end of February, the highest daily subsidy amount for Wanli Travel reached 2 million. If it continues at this rate for a month, it will cost 4000 billion!
Not to mention that Lin Yi's hands were shaking a little when he signed the appropriation, even Li Luobin felt terrified after reading the report.
But the good news is that the previously very steep growth curve is rapidly turning smooth, which shows that the "market limit" predicted by Lin Yi has emerged.
"The scale of Wanli travel has peaked, so Dudu and Kuaidu are facing the same situation, and the turning point should appear soon."
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