The Pentium Era - South to North

When the senior is talking and listening, he habitually tilts his head slightly to the right and his neck to look very serious and focused.

The conversation between the two was frank and the atmosphere was harmonious. The senior took a matter-of-fact attitude. The two exchanged their views on "home delivery", discussed its various possibilities, and even discussed "home delivery". The possible impact of "fresh delivery" on JD.com and Dibao.

Even when it comes to the impact on JD.com, the senior also speaks very objectively, as if JD.com is not a company in which he has invested heavily, but he is talking about two companies that have nothing to do with him at all.

Xiaofang appreciates this kind of objectivity and attitude. She thinks that those who make investments must have the ability to jump out and see everything from a third party's perspective. You should not be too indulged in it. If you are too indulged in it, it will affect you. judgment, the eyes will be blinded.

When there is a problem with the company or team you invest in, you will lack the ability to discover it in time, cannot correct the deviation, cannot stop the loss, and will get stuck in it, getting deeper and deeper until you can't extricate yourself. Maybe, a failed investment will make you fall down completely.

Investors, especially venture capital, cannot win every battle. Failure is common. The most important thing is that you can escape at the right point, or even admit losses and exit.

If you don't have this ability, you are just a gambler, a bad gambler, rather than a qualified investor.

When talking about Taobao, Xiaofang also knew for the first time that her senior also invested in Taobao, but the share was not very large. Xiaofang joked:

"Are you hedging?"

The senior smiled and did not comment.

The two had a deep and thorough conversation, and the senior admitted frankly that "Zhaixianxian" is now very damaging to JD.com's fresh food delivery sector.

Xiaofang asked her senior if she would suggest that JD.com compete head-on?

"I don't know if Liu Qiangdong will do it, but I won't suggest it." The senior said frankly without even thinking about it.

"Why?" Xiaofang asked.

"Things are made by people, but everyone has their strengths and weaknesses, and the same goes for a team. When a team does what it is good at, it will be able to do it well and do it well, but you can't expect that. He can do everything very well. As for the delivery of fresh food, I have been observing and thinking about it. I think 'Zhai Xian Delivery' is not one step ahead.

"If it's one step, it's easy to catch up, but if it's an all-round lead, it's the person's lead in thinking in this area. The lead in thinking is very scary, and it will make it impossible for you to catch up, because when you are chasing , he is also making progress, and every step he takes is bigger and more accurate than you. In the end, you will find that the more you chase, the bigger the gap becomes.

"Qiangdong is a very capable person, but that does not mean that he can do a perfect job in every aspect. For example, in the area of ​​fresh food delivery, if you are not sure, you can do it 100% better than 'Zhai Xian Delivery'" , I don’t recommend PK.”

When the senior said this, he stopped. He looked at Xiaofang and suddenly asked: "Can you introduce me to Zhang Xiangbei? I am very interested in him."

"Next time." Xiaofang said, "I think if he can communicate with you, he will be inspired a lot. Unfortunately, he just went to Ningxia this morning. He will probably be very busy before the end of the year. I am afraid that even I will not be able to see him. His time is limited."

"I understand that the Spring Festival is a hurdle for him. Delivery and supply cannot be interrupted, but farmers have to rest and workers have to go home. For him, there are a lot of headaches. Even express companies can take a holiday, but they can't." said the senior.

Xiaofang is right: "Distribution, supply and logistics are all very fragile links during the Spring Festival. I am a little worried about whether there will be problems in any link, and he is a..."

"A person who has high demands on himself?" the senior asked.

Xiaofang nodded.

"I know, I've already understood it." The senior said, "Just one company that doesn't sell overnight food will scare away many competitors. So as I said before, if you can't do many things, don't do it. , Zhang Xiangbei seems to be very suitable for this, I am very surprised."

"What's weird?" Xiaofang asked.

"Isn't he supposed to be not interested in these at all? How come he went to grow vegetables when he arrived at Yale?" The senior asked, "You are from the village, and you have never thought about growing vegetables at Yale, right? Is he I don’t know who was the first Yale person to think of growing vegetables, but he must have been the first.”

Xiaofang smiled and said: "It's true, I don't know this either."

It's not that Xiaofang didn't know, but she hadn't thought about it. When the senior said it, she remembered it, yes, why was Beibei so interested in this? If he wasn't interested, he wouldn't be so involved. If he wasn't If you devote yourself wholeheartedly, you will be a dabbler and cannot achieve what the senior said.

In the eyes of others, Zhang Xiangbei is just a second-generation rich man. What he likes should not be luxury cars, famous brands and video games, but even internet celebrities and third- and fourth-tier celebrities. They don't know how he likes growing vegetables. , Zhang Xiangbei’s family has a grandmother who loves to go to the vegetable market, and two land reclamation warriors.

When the senior said this, Xiaofang remembered that this must have had an impact.

When it was time to eat, the two of them went to the restaurant to eat together. During the meal, they talked about "delivery at home", and they continued to chat after they came back.

Finally talking about the most important thing, the senior asked: "When will the A round of 'Zhai Xianshui' start?"

Xiaofang said: "There is no such plan yet."

"Why?" the senior asked, "The time is ripe. If it is valued, its current valuation will not be low. It should be above tens of billions."

"Zhang Xiangbei has no such plan yet. I think he doesn't want to be disturbed by too many other things and people at the moment." Xiaofang said.

"What about you, including the two investors?" the senior asked.

"With respect to Zhang Xiangbei, it can be said that the first batch of investors are a bit special."

Xiaofang knew that it was impossible that the senior had not studied Liu Yun and Xiaohu. Instead of hiding it, it was better to tell the truth openly. Speaking openly could stop the senior, but Xiaofang was not willing to close the door completely. "Zhai Xian Delivery" is now Just because there is no need for new financing does not mean that it will never be needed in the future. As long as an enterprise wants to develop, there will be a need for financing.

When "Zhai Xian Delivery" needs financing, senior students may not be a good choice.

At the same time, Xiaofang also knows that if the door is shut tightly without any cracks, it is true that people will not miss you anymore. Just because they don’t miss you doesn’t mean that they will look at such a piece of fat. , you are the only one performing and eating on the stage.

Since it is not possible for you here, in other places, the seniors may no longer advise against it. Sometimes there are some things that you have to do bravely.

People still need to see the light. Only when there is light will they feel that there is hope, Xiaofang feels.

The senior agreed: "When it's convenient for you, please introduce Zhang Xiangbei to me. Also, when you are about to start the A round, remember to inform me."

Xiaofang said yes, you are also his senior, and he should have asked you for help.

Xiaofang understands why the senior insists on getting to know Zhang Xiangbei. Investors are all very eye-catching. No matter how beautiful your plan is, it can’t compare to a face-to-face communication with you. From the communication, he You can judge whether you, the person, are in tune with what you want to do, and whether you, the person, have the ability to accomplish things to that point.

If it is, the rest will be easy to handle. If you don’t have enough money, you can make more money. If you don’t have enough money, we can help you initiate rounds of financing. If the team configuration is lacking, we can also help you find the right people to make up for this deficiency. But if you are not For such a person, if you are not in tune with what you want to do, then you are out of tune, and you will definitely not be able to vote. If you vote, you will definitely be in vain.

The most taboo thing in investing is to drive the duck up. If you drive the duck up, you will also drive yourself up, and then you will not be able to get down.

This is why when Xiaofang and Wu Yue met and communicated, they felt that his women's street could be built, but he and Sheng Chunyang alone could not do it. But when Xiaofang saw Wu Huan again and communicated with Wu Huan After that, the reason for voting was decided on the spot.

The senior said goodbye to Xiaofang, put on his backpack and left. Xiaofang looked at it and still felt it didn't match, so she smiled and shook her head.

Xiaofang returned to the office from the elevator, picked up the phone on her desk, and called Liu Yun's office. Liu Yun answered the call, and Xiaofang said "I'm coming over" and hung up the phone.

"Who is having lunch with you?" Liu Yun asked as soon as Xiaofang walked into Liu Yun's office.

Xiaofang told senior Liu Yun his name, and Liu Yun said, "It turns out it's really him. No wonder I think he looks a lot like him."

"Have you ever dealt with him?" Xiaofang asked.

"No, I've met him two or three times, always at meetings I attended." Liu Yun said, "Did you send it to Zhai Xian?"

Xiaofang nodded,

"There are quite a few people who are worried about it." Liu Yun sneered.

"And none of them are good." Xiaofang sighed, "The rain is about to come."

"How scary is it?" Liu Yun asked.

Xiaofang relayed the conversation between herself and her senior to Liu Yun. Liu Yun listened quietly. After Xiaofang finished speaking, Liu Yun nodded:

"She seems to be more difficult to deal with than Zheng Huihong. If she doesn't achieve her goal, she won't give up."

"Same, I think Zheng Huihong will come again." Xiaofang said with a smile, "Yes, Beibei makes people unable to sleep, and it is normal for people to worry about them. In fact, it is us who are not normal. What the senior said before is right,' It’s actually time for Zhai Xianshui’s Series A, should we discuss it with Beibei?”

"It's better not to give up for now. Let's raise 'Zhai Xiansheng' a little longer. Anyway, it already has hematopoietic function and is not short of money."

Liu Yun thought for a while and then said:

"What I'm worried about is that starting the A round now will disrupt Beibei's rhythm. Secondly, we still don't know what these people want to do. We're afraid that 'home delivery' will not be the best thing in their eyes." , the back of the hand is not, it is just a chess piece they want to control. They say they participated in the financing, but in fact they just put their hands in and do things inside, and it is their own part that develops."

Xiaofang feels that Liu Yun's concerns are right. The scale of "Zhaixianshui" is not big enough yet. If they start the A round and they don't want to lose their right to speak, they can only use a small part of their shares to participate in the round.

In this way, these people only spent a small amount of money to put their hands in. This amount of money is insignificant to them. Even if it is just to become a shareholder and know your development direction before others, it is worth it. It is equivalent to spending a lot of money. For a small amount of money, you bought yourself a good PK position and became an opponent who has already looked through your cards.

When the scale of "Zhai Xian Delivery" is large enough, and they want to get involved again, the price will be high. After spending a lot of money, they will have to tie themselves to "Zhai Xian Delivery". Together, we live and die together.

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