Completed Salted Fish's Self-help Strategy

Ali actually found that pinduoduo was more deadly than goudong and meituan after last year's double 11. The slow reaction made chuyuanxi feel a little incredible. The battle between meituan and Ali is a battle in the new retail field, which can be regarded as Ali's forward position. What pinduoduo challenges is e-commerce, which is the core area of Ali. It's very interesting that pinduoduo's growth rate of nearly 200% has been ignored by Ali for so long.

Maybe Ali thinks that the reason why pinduoduo is inferior to goudong lies in financial technology and logistics. But the problem is that if it doesn't exist now, it doesn't mean it won't in the future. Maybe Ali thinks pinduoduo's Gmv is still low, but pinduoduo's number of users is high! People go by the low price.

So when Ali woke up, it was a bit late. Pinduoduo's number of users and cash flow were enough to stabilize its plate. It could reverse integrate the supply chain logistics at any time and improve the efficiency of its e-commerce link.

Ali must feel like a huge pit father when facing the challenge of pinduoduo, because they put their group buying products together from the front desk to the middle desk, leaving a gap for pinduoduo. What's more, this gap is just the inevitable blank part of Ali's business model. If Ali also learns to fight for Duoduo and go back to group buying for fission, how can it charge advertising fees for e-commerce diversion?

It can be said that pinduoduo relies on wechat for group buying fission. Without learning, pinduoduo is allowed to grow and grow in fertile soil, but there is no law to learn. The first fission channel is the problem. In China, we must use penguins to define this new retail scene, insist on learning, and hurt our own business logic.

So Ali came up with a set of crooked tactics, the effect is hard to say.

The first is to play the traditional tactics - one out of two, requiring the brands on pinduoduo to withdraw their stores, just like the women's clothes of daguodong at the beginning.

But the problem is that most of pinduoduo are small brand merchants, and the brand value itself has no meaning for pinduoduo users. So we agreed to register a new brand on Alibaba and open a new store on pinduoduo. This caught Ali's tacticians off guard.

Then Ali made a series of adjustments, such as adding search weight to low customer price goods, which greatly infringed on the rights and interests of high customer price businesses. Secondly, Taobao special edition, as an independent app and pinduoduo fight. Finally, the same in a number of APP products mining sink users and new users.

Originally, this is nothing, but the problem is that many wool products are only sold to sinking users. First and second line users can't even see them or search them. They are treated differently. Especially for the coupon activities, to what extent is the app of Alibaba? In the event of coupons, the app will pop up directly, and people will be selected through big data.

That is to say, the first-line and second-line old users will never have a chance to see this kind of coupon, because there is no button in the entire app that can pop up the coupon collection panel after clicking, and will not pop up after opening the app.

When Chu Yuanxi first found out that the Alibaba app on his office mobile phone could pop up coupons, but his mobile phone couldn't, he was in a bad mood. But later, he thought that he was in a better mood than those merchants who were forced to choose one from the other. So he wrote a paragraph in his notebook:

in the future, we must not be arrogant when we choose one from the other. The arrogant alternative is that you have to choose one from the other. The non arrogant alternative is that you choose me. I will lower the cost for you. If you ride on the wall, your cost will be very high.

Having said that, no one hopes that one day they will have to use the alternative.

From a utilitarian point of view, Chu Yuanxi hopes Ali to make mistakes. It's better that pinduoduo can be used as a tank to hold Ali's hatred. In this way, it's convenient for crazy output, while Penguin treats pinduoduo. Wait until one day in the future, Xiaokang will stab penguin, and then sell the game to Ali, perfect!

Listen to Chu Yuan Xi say so, Hu Shiheng is recognized, although the well-off has not yet developed, but the bad moves can be more than when he started to fight more! If you can't learn more, why can you learn to be well-off?

The key is that Ali's learning is not a Shanzhai. Ali doesn't like Shanzhai because he is full of confidence. Ali is the most honey confident company on the planet, and has the same confidence in its own ability.

Therefore, in the competition with ALI, the premise is to ensure that you do not make mistakes. It is not the upper limit but the lower limit to win or lose in competition with a giant. It is not easy to lose if you raise your lower limit to the giant level, but lower the lower limit if you make mistakes.

So far, Hu Shiheng basically got a satisfactory answer, even if not satisfied, but at least a clear answer. In this way, he can safely participate in the well-off a-round investment. If we do not consider the unnecessary a + round, the financing amount of a-round should be 450 million yuan. This share is still large, and the big men with abundant capital can eat freely. Therefore, the only concern is whether it is worth it or not.

After all, it's a long investment, and there are still several rounds to come. It's impossible to be careless to make ideological preparations to invest $2.3 billion.

His state of mind gradually relaxed down, throughout Chu Yuan Xi's entrepreneurial trajectory, things are still dripping, more reassuring. However, this guy's financing is not leaky, which is annoying.

Why does round a financing choose August? Because the promotion of milestone 4 will be carried out in August, and then round a financing will be carried out. There is pre_ A's 150 million should be no problem for the whole city expansion of DIDU. If the effect is better than expected and the financing is carried out immediately, the valuation may have to go up, not only 3 billion.This little abacus! Hu Shiheng does not understand, so the arrangement is not afraid of promotion failure? How confident is it that we dare to design such a "drip tight" schedule?

"By the way, Xiao Chu, do you have any plans for milestone 4 promotion?"

Chu Yuan Xi a Leng, "what plan do you mean?"

"It's the promotion plan. If you want to open 200 stores one after another and invest more than 100000 bicycles, you have to have other plans besides ground promotion? "

"Oh, there are many. Let me tell you one? " Chu Yuan Xi thought about it, and it doesn't hurt to disclose some of it in advance. "For example, we have a cycling ticket, you know? It's a gift for registered members, one at a time. "

"I know." Hu Shiheng said that I have used it before. It's nothing new.

"We make it into a gift that can be given to each other. At milestone 4, we add a sharing function so that users can give it to their friends, which can be promoted through their own social chain."

"What? Are you going to socialize so early? "

Chuyuan laughed: "no, through wechat, new users take the riding ticket and directly open the wechat app. It has nothing to do with a well-off society. "

"Through wechat? Isn't that common? Are all apps making similar red envelopes? Are you hungry? Meituan is in disaster. I remember that didi Hongbao also pushed Xiaolan car like this? "

"Didi is out of control. Users are not sure what they get when unpacking, and they can't send it on their own initiative." Chuyuanxi knew that he really got inspiration from Didi. This method is not used in the original world, but it can achieve better results. The key is suitable for cycling.

He went on: "Didi's free ticket to the little blue car is very good and very enlightening. Do you know what's good about the product? Compared with the hungry meituan, it's simple, has no threshold, and doesn't waste the user's mind. After the user gets the ticket, he just needs to find the blue car and sweep it away. Therefore, as a gift, it seems to be similar to other red envelopes, but it is actually different. But it also has disadvantages. It can only send a red envelope after completing a transaction. This restriction is actually unnecessary. "

"Wait a minute. That's a one yuan coupon. How can it compare with the hungry meituan?"

"It's true, but if you are hungry, meituan can make discount coupons without setting a threshold. No matter how much you spend, you can discount them. You don't have to let users gather the threshold. In this way, the user experience will be much better. In fact, reviews are already doing this. They give discount coupons to users above V5, and they are highly praised. "

Chuyuanxi said, thinking of the social gifts he designed, he confidently said: "we have different riding tickets. First of all, users will get a certain amount of riding tickets when they register with the app. They don't need to get it through consumption. Although VIP members are free to ride, they will still get a certain amount of riding tickets every month. Then, in milestone 4, we allow users to send riding coupons to wechat friends or wechat groups anytime and anywhere. What happens? There is a scene of acquaintances socializing.

If there are enough well-off bicycles around the users' gathering place, this gift will be very useful. It can help colleagues, friends and other acquaintances directly save money, and it is very convenient. Although it has only one yuan's book value, in the user's mind, this one yuan should be saved most. The pleasure of saving this one yuan is very great, much greater than that of saving three yuan when you are hungry.

This is different from the red envelopes of "hungry", which are thrown into some groups casually, and others like to receive them. And our users will feel very good when they send out the cycling ticket, and they will get the favor of acquaintances. Even a thank you is very good. This scene can only appear in the social chain between acquaintances, which is a fast fission speed for us. As long as a company has a user, it will soon be infected. "

"Oh, so the hundreds of cycling tickets I've saved will be useful?" Hu Shiheng suddenly realized, "I said, why do I join the VIP free riding and give me so many junk riding tickets?"

The reason why it's rubbish is that even the cycling ticket has an attribute called validity period. The validity period is shorter than his VIP time, which is useless to him. Hu Shiheng imagined that if he was a white-collar worker, eating a simple meal in a convenience store and drinking Lucky's coffee every day, it would create a demand point for him to be noticed in the company, and help his colleagues take advantage of the free riding, which is very face saving.

In fact, if you are hungry, the meituan coupons are not completely thrown into strangers. Occasionally, some people in Hu Shiheng's group come to the meal to ask for sharing. It's better to save two dollars by touching one of them than not having a coupon. This social relationship has loomed.

However, he has to admit that Xiaokang's adjustment is more targeted. When milestone 4 opens this function, it may become a hot spot for sharing on wechat. Many people think that cycling tickets are rubbish at the beginning, but they may not be used and cool enough later.

This function, how to say Hu Shiheng thought of chuyuanxi's strategy of counter attacking social networking, and found that it was not appropriate to appear too early. Milestone 3 appeared, shops had not been launched on a large scale, and other first tier cities had no well-off bicycles, which could not form a social scale at all, and only let wechat notice.

"Speaking of Xiao Chu, I heard you say" user mind "several times just now. It seems that Jack Ma said that the core concept of new retail is this user mind?""No, no, no!" Chuyuan Xi was shocked. "Jack Ma called it" seizing "the user's mind. It's not the same thing with me."

The so-called "seizing the user's mind" is to brainwash the user, for example, to make young people believe that microfinance is a good thing, and then it is convenient to promote "inclusive" finance.

Ali is not the only one. Almost all people with internet thinking in China are engaged in Inclusive Finance. One is consumer finance, that is, microfinance for young people.

Therefore, some companies resolutely changed their name to "XX digital division". When they want to make money, they are financial companies, and when they want to be supervised, they are technology companies. Then the interest rate of the loan is hidden in the service charge, beheading interest and repayment frequency through packaging, and some even have to buy repayment insurance. In a word, the college students who have studied advanced mathematics can't calculate how high the real annual loan interest rate is. It's very mathematical and scientific.

These technology giants, who are well versed in human nature, arm themselves to the teeth with big data. Through algorithms and scenes, they always send the products they want to buy to the users who yearn for beauty but are weak willed. Those who are blind and short-sighted will be promoted small loan products, and people will think that the loan interest rate is very low.

"Well, you can't say that. It's extreme!" Hu Shiheng listen to Chu Yuan Xi a vomit bad, heart said Chu Yuan Xi this person is still very idealistic, you don't do? I don't think it's good for you to shout at that time? The money making power of Inclusive Finance is so great that people who have never tasted the sweetness will be indifferent. "You know, those companies have accumulated a lot of traffic and data, and now they are wasted."

"You think highly of them." Chu Yuan tiktok shook their heads calmly. "They threw the small loan ads to the jitter, and put them into WeChat friends circle. How expensive are these channels? Why vote? Because the methodology has been found, we should grasp the external traffic to make this money. This is their business, not their own flow. "

"All right, forget about them." Hu Shiheng hastened to end this topic which is easy to destroy the atmosphere, and said that whether Chuyuan Xi pretends to be the Virgin Mary or not has no effect on the current plan of a well-off society. "The last little question, sister Xu told me about your micro vision strategy. I'm curious about one thing. Suppose you are a penguin executive in charge of micro vision, how do you adjust the platform tonality?"

Chu Yuan Xi didn't react for a moment. He saw Hu Shiheng stand up and ready to go. He said: "I, why should I adjust the platform tonality of micro vision?"

"Don't you want to make short videos of games, sinking users and middle-aged and elderly people?"

"Yes, I do functions, such as live video quick intelligent editing and so on, to provide an environment for these up masters."

Hu Shiheng discovered Chu Yuan didn't understand his question, and simply said, "no, I mean short video is actually quite a lot, but basically it's reduced to a local video platform. You can't stop those videos from uploading videos."

"You mean this? It's too simple. Hahaha -- "Chuyuan Xi laughs," this kind of video that destroys the tonality of the platform is called virus video. It's impossible to delete the video for the first time and close the account for the second time

It's a long breath to send Hu Shiheng away. In the long run, the capital problem may be a problem, but there should be no problem in the short term, at least enough to survive milestone 4. If it's not enough, another round of a + will be carried out. Of course, the best situation is milestone 4, which is very effective, and the valuation will be raised directly in round a.

However, the estimated value of 3 billion yuan in round a itself is a bit unrealistic. Unless milestone 4 can get about 20 million users, it is estimated that investors will be bombed if the estimated value is raised again, but the difficulty is almost at the level of Everest.

But it's not easy to get 20 million users. Only MLM has such a high fission capacity.

The next step is to "help" Zhao Jie to reorganize Ba Ren game and formulate enterprise strategy for him. However, there is also a headache, mainly because Zhao Jie is not a handsome man.

Zhao Jie is an iron man of Chu Yuanxi. He is still familiar with him and his technology is still flexible. He may be able to understand the market now, but his business is almost blank.

In the past, as a branch company, barman game only needed executive ability. Of course, it could have its own ideas, but it wasn't the main one. So it's no problem for Zhao Jie to be the CEO, just from managing a project group to managing a large project group + multiple small project groups.

However, for the purpose of sale, the Ba people's game itself must be an independent enterprise. Apart from the Ba people's group, it will not be affected at all and can be cut perfectly. From the company structure, chuyuanxi can adjust, but how can the leader solve this problem? The most serious problem left over by the history of Ba people group is the shortage of talents, not the front-line talents, but the management talents.

Yang Jiangang has already practiced a little bit, but even if he can be transferred to be the boss of Ba Ren game, it's hard to do it, let alone unable to do it.

After all, the goal of barman game is to sell it at a price of about 30 billion yuan, which requires the responsible big man who can hold 30 billion yuan. Zhao Jie doesn't look like a man. He doesn't look like a 30 billion man. Who will buy it?

In fact, the price of 30 billion is not out of line. There is still a lot of room for increase. You know, when Penguin acquired supercell, it was worth more than $10 billion. At that time, supercell was just four games, and its product line was just beginning to take shape.I have to admit that the technology of supercell, especially the server technology, is really good, but if you want to do half of the game, isn't it too much?