Salted Fish’s Self-help Strategy

Xiaokang’s original ambition was to cut a piece of this blank market, which is about all neighborhoods, part of commercial buildings, and other locations for users to establish online content nodes, as well as some derivatives in the social plane. The dominant position that comes out is roughly 10% in total. This is the inevitable inertial thinking when we just crossed in early 2018.

Later, Chu Yuanxi brought mobile payment into his field of vision, and felt that this territory had to be increased a little bit. Its feasibility is that the only thing necessary to seize this market is scale, and everything else can be solved by technical means. When the well-off society spreads out in the four first-tier cities, the online content will naturally produce scale effects, and then launch a series of corporate services, the effect will be even more obvious.

Even imagine that when the future of well-off society takes shape, what Ali is doing now and what Huang Tuan wants to do, well-off can do the same. Local businesses are incorporated into the well-off social and payment system, and after the well-off system is subtracted Supply to friends will not be merged financially, but will be merged in terms of influence on society.

In other words, the future battle for territory is a system battle. Even if the user scale is slightly smaller, as long as the functions are what users want and the experience is the ultimate, it is likely to expand strongly. Including Zoom, which is worth learning from a well-off society. The founder was in charge of Cisco Netcom at the beginning and has become Cisco's global vice president. It was because he found that the functions he did were not what business users wanted, so he started his own business and tried his best to improve the user experience. Out of the Red Sea.

The above are all wishful thinking. However, it would be difficult for Ali to put a fence in this contested place first. If Ali made such a stroke, wouldn't it be necessary to swallow the leopard drink? The scale is definitely not beyond the current well-off.

The most nervous person here should be Huang Tuan, because they just regarded the business as a resource, but before they just wielded the sickle. In fact, there is no essential difference between what Huang Tuan does and Taobao. It allows merchants to spend money on rankings in the APP and collect commissions. However, Taobao gives merchants a very important technical choice, and provides multiple different traffic portals for merchants to play, while Huang Tuan directly buys rankings, which is extremely ugly.

Is it easy to talk about tug-of-war with Ali at this time?

Compared with Xiaokang, there is not so much contrast. Therefore, this angry Chu Yuanxi could not fight in a hurry, he must first calm down and fight. He felt that it was not that there was no room for encouragement. Ali’s grand plan was worth tens of trillions. However, from experience, generally the more grand the plan, the easier it is to make non-systematic mistakes. The well-off in the original world made a lot of mistakes. .

However, Xue Jianhua was obviously uncomfortable, and said in a bluff: "President, we are actually not panicking, we just want to surrender, or we still concentrate on socializing and paying, we should let go of the local life. Let it go? Look at Ali’s plan to set up a local life university and output more than 1,000 quality courses to help 10 million local life practitioners upgrade their cognition. Also, here and here."

He pointed to the computer screen: "The Seven Empowerment Programs for Merchants. Are you hungry? Word-of-mouth upgrades to millions of merchants. How awesome is this? No need to ask. In this era, when you look at empowerment merchants, you are sure It’s an intelligent recommendation system with thousands of people, and Ali manages both LBS and customer data. We simply can’t beat it.”

While he was talking in Balabala, Chu Yuanxi stared at the screen for a moment, and then entered a short thought experiment, starting from the logic of local life, and assuming some scenes to experience along the process from the user's perspective.

Although Alipay is going to get through all the local life outlets, including Feizhu, Taopiao, and Ele.me, etc. in this revision, the most profitable of Alipay’s exports is definitely word of mouth. Word of mouth is an important asset of Alipay. Regardless of its poor operation, it is related to mobile payment.

A small comparison between this point and reviews is very clear. When users buy coupons on reviews, they buy a static QR code. You can use Alipay or WeChat when buying. Scan the yellow group when you use it. Code, this is actually not called mobile payment, it has not penetrated into it.

However, when users buy coupons on Word of Mouth, although they sometimes buy static codes, in almost half of the cases they buy a "payment qualification" instead of a code. When scanning the code, directly scan Alipay’s dynamic payment code and deduct the corresponding payment qualification. Although it looks like the former is scanning the code, the internal logic is completely different. This payment qualification is always in Ali’s internal cycle. It is a real mobile payment.

It’s just this point, which is also the weakest point...

"Hey, you really made a mistake." Chu Yuanxi finally thought of how to cheer up after a while, "I think, don't be too nervous, it's easy to get involved with too much steps."

"Hey, pay attention when you speak!" Liu Lu's face turned dark. Although Chu Yuanxi usually speaks freely, she still has her kindness on the surface. What happened today?

I saw Chu Yuanxi curiously and said: "What I said is that the user experience is easily affected by too many steps, what's wrong with me?"

Xue Jianhua smirked: "Yes, what do you think Chu always wants to say?"

Liu Lu gave Xue Jianhua a fierce look, only to hear Chu Yuanxi continue to say: "If Ali really does what Xue Jianhua just said, I feel not afraid. Do you know what it means for Ali to provide this service? Knowing that a large number of small businesses that are not along the street and have no signs accept Ali’s local life services, claiming to "open up" users, what will the user experience be like afterwards? Can you imagine."

Yuan Mu was straightforward: "I can't imagine it, this palace never has to be hungry or something."

Chu Yuanxi Lushan Waterfall Khan, I wonder if Ali’s management is also a high-end crowd like Liu Lu? Of course, high-net-worth people cannot go hungry and order takeaways, and it is even impossible to collect a few dollars of wool from word of mouth. Even the large discounts on mobile phones in the tens of billions of subsidies zone may not be able to impress them.

In other words, there is a huge gap between local life services and them.

"I thought about it. The high probability that the user experience'getting through' the effect is that after buying the coupon, you can't find the target store in eight circles, call the phone to shut down or even log out the number. The word-of-mouth reputation has always been poor. After a lot of corruption, the internal strength is far from good. It may not be a good thing to rush to launch the service. You can continue to pay attention to whether it will harm the user experience."

This is the result of Chu Yuanxi's thought experiment. As far as Ali's big move is concerned, the more abundant functions provided, the more dad will be pitted.

For example, the very attractive large discount meal coupons were almost given away for nothing, so that the wool party would want to have them when they saw it. Then, after going all the way to dinner, it only depends on whether the knife is fast or not. The knife is unpleasant. Before eating, tell the user that this voucher must be used to buy designated dishes, which are expensive dishes.

Such user notices are generally written in the corners of the corners, and the fonts are small and pitiful. For example, if you buy a 98 yuan voucher for 9.9 yuan, it can only be used to purchase goods for three to four hundred yuan. Which line does the user look at? But it's all here, so shall we have a meal at the normal price? This coupon is ignored.

The knife quickly waits until the user has finished eating before telling you that this coupon can't be used, you see——

This kind of coupons designed to cut people could not be issued before, because without the support of rich functions, smart businesses would not be able to pit them. Now that the system is open, monsters and ghosts will often show up in word of mouth in the future.

We must know that we are in a colorful world, and merchants have always spared no effort in being demon. The richer the ecology, the more room for merchants to show their wisdom. Ali wants to upgrade the cognition of 10 million practitioners. As long as there is one tenth of the demon, this user experience will not know what it will be like. The key is that Ali will push them hard.

The reason why the reputation of word of mouth is not good is because the user experience has not been paid attention to in the past. Although the cheating is the merchant, not Ali's intention, in the end all the anger will fall on the platform. When will Ali be able to fully evaluate the user experience of the merchants, and when will the value of this service be maximized?

"But what others do has little to do with us. What we need to be well-off is step by step, and our development path is different from others. I think the most likely situation in the future is that a business connects to several systems at the same time. It's like receiving the mobile payment codes of several companies at the same time."

In this way, the final fight is still experience. The purpose of all systems is to help businesses reduce costs and increase efficiency. It depends on whose functions are simple and powerful. In this regard, Chu Yuanxi is more confident, because gamers are inherently confident in user experience, and those who are not confident are already on the street.

The first step in making a game is to guide the novice, is it easy for novice players to accept? Especially real novice players who have never played games before, do they make people want to play? Is it easy to get started? Does the feeling stand out? These problems have a strong consistency with the system when it absorbs merchants. When thinking about it as a game, Chu Yuanxi feels that he has a great advantage.

However, although he said that what others do has little to do with his family, it is impossible to not be affected at all. Therefore, he is very eager to implement the milestone plan quickly, so that it is possible to grab time with Ali. Otherwise, you really have to rely on differentiated development paths to make a living.

But there is no rush, it is impossible if you don't think about it step by step. Therefore, Xiaokang’s eyes all focused on the day when the SPA was signed on the 14th. News such as the headline was 180 million and invested in a film and television variety company. In the past, Chu Yuanxi would seduce Chu Yuanxi to vomit with Zhang Ming. This investment is no longer attractive.

During this period, the Pakistani people often made shots, but instead of buying from Nasdaq, they were M&A and investment activities within the country and the DPRK. The main target was the catering industry.

This is a pure financial investment. Most people may not know how good the catering industry is. In fact, this is a solid fortress. The better the big brands are, the less open financing is needed, because the cash flow is abundant and there is no demand at all.

Under normal circumstances, the so-called first-line institutions cannot find a stepping stone. For example, Jia Guolong of Xibei, even Jack Ma refused to buy shares, and claimed that he would never go public. It doesn't make sense for others to go public, they have to pay dividends to stockholders when they are listed, which is cumbersome!

But now is the darkness before dawn. The darkness is very dark. I don't know when the dawn will come. Many fortresses can no longer survive.

The first goal of the Ba people was the Banu Maodu hot pot. This opportunity was a coincidence, and it should be said that Chu Jingxiong, Chu Yuanxi's father, came from Chu Yuanxi.

Didn't Chu Jingxiong open a hot pot restaurant before the festival? Although he destroyed the general environment, the entire catering industry was cool after he finished the opening bargain, but he himself successfully entered the hot pot industry and became an insider, and he also added some circles.

In this way, in the process of crying poor, they found comradeship with each other, and then waited until recently heard that some bigwigs could not hold on and began to seek capital entry, and immediately passed the news to their sons as if they were offering treasures.

When Chu Yuanxi heard it, this is not bad, Ba Nu Hot Pot, this name sounds like it should be invested by Ba Ren Group!

And this is an old hot pot chain store with a history of 19 years. It uses Maodu and Mushroom Soup as its signature. It is extremely powerful. There are 66 directly-operated stores nationwide and even multiple central factories for fresh food storage. This is definitely a rare war investment goal for the Pakistani people. After the integration, it can bring a bonus to the logistics and warehousing of the well-off and even Ganxin shopping. At the same time, this integration does not do any harm to Banu. Instead, it improves the SKU turnover.

The strength of Ibano shouldn't worry about 100 million in cash, but they stocked too much before the New Year. The bigger the brand, the deeper the pit. They hoarded 120 tons of raw belly, 80 tons of beef, 40 tons of wild mushrooms, 20 tons of cantaloupe and 15 tons of dragon fruit, and other categories under 10 tons were not counted. number.

And because they don't have the ability to retail fresh food, even if they turn into a vegetable shop, they can't sell so much inventory, which is extremely embarrassing. This has also made Banu, who has never raised funds for 19 years, started looking for money, one is to get bank credit, and the other is to get real money.

So Chu Yuanxi and Lao Du, the founder of Baru, took time to meet each other. then……

"Hello, I am Du Chongbing, CEO of Ba Nu Group."

"Hello, I am Chu Yuanxi, CEO of Pakistani Group."

The above belongs to Chu Yuanxi's obsceneness, so it's not easy to talk like this...

The actual situation is that the two parties quickly got involved in the topic. Not only the Pakistani family wanted to vote in Banu, but also a tomato capital who also wanted to vote, and they had been talking for a long time.

Moreover, the other party is the capital that specializes in catering, and has invested in several small-level star projects and Internet celebrity catering, which is definitely more professional than the Pakistani. According to Lao Du, it is called the ability to plan strategic and operational systems, which can help coordinate the supply chain and food safety, and has a talent pool that can help with listing planning and a series of post-investment support.

Chu Yuanxi is very curious: "Isn't this the ability that all professional investment institutions have? Let me tell you, another entrepreneurial project of mine, Xiaokang Convenience Store, has been counting on my investors to coordinate the supply chain for me after the holiday. There are a lot of talents in the company recommended by investors from all walks of life. What kind of bright spot is this? There is no irreplaceability."

"Then your company, is it irreplaceable?" Lao Du still has a very social temperament with the glasses, and asked unhurriedly.

Just listen to Chu Yuanxi said: "Of course there is, we have traffic. As far as your inventory of several hundred tons, it is not an exaggeration to say that we really sold you the live broadcast of the goods in three days, and we guarantee that there will be no loss. "

Du Chongbing was poked into the lung tube, and his face was pale for a while.

Chu Yuanxi suddenly laughed, "Just kidding, in fact, our ability is to build private domain traffic and help you build a closed business loop for customers to store. Although your store has a good reputation, it's not well-known, and it's not too many customers. With the assistance of the Pakistani people, you can speed up the opening of new stores and shorten the cycle of new stores from opening to forming. Xibei has opened more than 300 stores across the country, which is not too much. Haidilao has 600 stores, and you have more than 60 Home is really not enough to see."

To say this makes Du Chongbing a little embarrassed, "Mr. Chu, let you tell me, I only want to melt one hundred million this time..."

Chu Yuanxi smiled slightly, "Release this one hundred million. You could have received the support of the tomato family. Now you want our two families to be divided equally, and then get two support?"

Du Chongbing stood still for a moment, seeming not knowing what to say, and then nodded.

"You laughed, so the support of the two families will also be halved." Chu Yuanxi wanted to laugh wildly but was afraid that the other party's face would not be able to hold it, and said that this is even more ruthless than me... Is it all Santa Claus?

"The rules of the game for financing are generally that paying and getting are basically equivalent. Mr. Du, only if you have to give up can you get something."

In fact, giving this kind of vision is enough to impress the other party, because the catering industry generally has only two new paths based on the original store cycle, the first is takeaway, and the second is private domain traffic.

Smuggling domains and pornographic groups can be described as a heaven and an underground ~ www.ltnovel.com~ Taking the food delivery platform can be described as foreign skills, but it is just like that when you get home, because you can't make much money. Many conscience restaurants sell 100 yuan on the platform, and can only recover 53 after deducting various expenses, and they have to bear the cost and rent. This is the reason why so many merchants act as monsters.

But the smuggling domain traffic pulls people to the store to practice internal strength. The higher the effort, the higher the profit. It’s just that this internal strength is not easy to practice, and everyone knows it is good. Many catering companies want to practice, but it’s not just to build an official account and buy a small program template to live together. Some people get into trouble without an old driver to lead the way.

Baren Group is well-known in the field of private domain traffic, especially its videos about food exploration stores. This is a double old driver, leading a hot pot restaurant valued at around 1 billion yuan.

Moreover, Chu Yuanxi does not require a sole investment, nor does it exclude investing together with Tomato Capital, as long as the strategic framework is set up so that Xiaokang can use relevant resources. Therefore, the terms of the negotiation have become relatively simple, and it is nothing more than the need for Lao Du to persuade the tomato party to accept the Pakistani gasser. Although this kind of gassing breaks the framework that the other party has already negotiated, the position as an investor is welcome, because it can help his investment become more valuable.

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