Top of the big era

Kazuo Inamori will come to China on Saturday and Sunday for two days of business activities.

Today is Saturday.

Boss Ma has already sent a notice, saying that he will be in the capital at noon, and will make an appointment with Big Boss Zhou to take action together.

Zhou Buqi's reaction was quite cold.

After several days, he had already reacted.

Depend on!

I was fooled by Boss Ma!

When he called last time, he was worried that Boss Ma had been deceived by Kazuo Inamori's theory, which would lead to deviations in his business management concepts, which would cause Ali to attract a lot of trouble at some point in the future. Controversy over corporate values.

This is the 21st century. Even in countries like Iran, young people are striving for individuality and gaining personal power.

Kazuo Inamori's tricks can fool you for a while, but not forever!

No matter how great Wang Yangming is, claiming to be a saint comparable to Confucius in five thousand years of history, he is still a thinker in a feudal society, with obvious characteristics of welcoming the superiors and controlling the subordinates, and is a very effective ruling tool.

Times have long since changed.

Zhou Buqi originally wanted to persuade Boss Ma from this angle, but after a long conversation with Meng Houkun, he suddenly realized that his behavior of trying to be a teacher was really embarrassing.

There is a strong possibility that Boss Ma is following the general trend, he has clearly seen the general direction, and he is making active choices.

Kazuo Inamori is an opportunity.

In the next few years, a large number of "Yangming Xinxue" entrepreneurs will appear in China. They talk about Wang Yangming... There is nothing we can do about it.

Sino-Japanese relations are so complicated. They can't say they learned it from Inamori Kazuo, right? Even Boss Ma is so brave that he doesn’t dare to say it publicly.

Zhou Buqi was fucked by Boss Ma and was not very happy.

I originally set my heart towards the bright moon, but the bright moon shines on the ditch.

Not a word of truth, just pretending to be stupid!

If it weren't for Meng Houkun who supplemented Zhou Buqi's information bias, he would still be in the dark. He doesn't know how many jokes Boss Ma would have seen.

Your success today may come from one more page of the book you read ten years ago; your failure ten years from now may come from your opportunism today.

Everyone has their own ambitions, whatever you want!

This morning, Zhou Buqi responded to Zhou Shaoning's request and went to the sea to talk about Google and Motorola. At first glance, this is a deal that took place in the United States, but it has a huge impact on the global mobile phone industry.

It must be taken seriously.

In Google's smartphone strategy, Asda and Motorola are now at the core. In the past year, 90% of the profits in the global smartphone market were shared by Apple, Asda and Samsung.

Among them, Apple 55%, Asda 24%, Samsung 11%.

The remaining 10% is shared by manufacturers such as LG, BlackBerry, Microsoft, Motorola, and Nokia.

Apple's status is high.

It’s so high that all other mobile phone manufacturers combined can’t compare.

Why is this happening?

Zhou Buqi made a brief industry analysis report. One of the very important reasons is the highly collaborative integration of software and hardware in the Apple ecosystem.

If Google acquires Motorola and their integration is successful, and the software and hardware become highly synergistic, there will be great dangers.

"Google + Motorola" might just be the second Apple.

Fortunately, more hardware manufacturers are cooperating with Google and actively promoting the improvement and development of the Android system. These hardware manufacturers certainly do not want to see the integration of Google and Motorola.

This is the opportunity.

We must act quickly and cut Motorola.

To this end, Zhou Buqi also made some systematic platform economic theories that he has only recently gradually researched. Smartphones are platforms, and many software services surrounding smart phones are actually platform economies.

If you want to build this kind of platform well, you must take two steps: self-operated and third-party.

Indispensable.

Only self-operated without third parties, scale cannot be achieved.

Just like JD.com in the early days, all products were self-operated, the categories were very limited, and the scale was small. Now it is gradually opening up to third parties, and the scale is getting bigger and bigger.

With only a third party and no self-operation, there will be strategic risks.

Once this strategic risk exists, a huge amount of sky-high funds will be spent in the future to make up for it and spend money to ensure safety. For example, the domestic streaming media market is gradually becoming formalized.

Video websites such as Youku, Tudou, LeTV, Baofeng, PPS, Qiyi, Penguin Video, etc., because they do not have their own content or self-operated properties, they have to purchase copyrights from external parties.

As a result, the copyright market for film and television content was suddenly stirred up, and a serious premium appeared.

Indirectly, many video websites died.

It wasn't destroyed by competitors, it was drained to death by the high fees charged by copyright owners.

Cutting off the relationship between Google and Motorola's mobile phone business is actually laying a minefield for Google's strategy.

Google's Android is very powerful, but has great hidden dangers. Promoting Asda to acquire Motorola's mobile phone business department is equivalent to the Android platform economy having only third parties and no self-operated attributes!

This is a huge strategic risk!

When making the report, Zhou Buqi was not modest at all, saying that this was his summary and discovery of the industry, let alone domestic... Even the Internet giants in Silicon Valley would not have a platform economy in this era. There is a two-pronged understanding of "self-operation + third party".

Google hasn't found it yet.

Take action quickly!

If it's too late, it's too late.

This is somewhat alarmist.

In fact, it doesn't matter if it's a little later, because Google's corporate culture simply doesn't support them in making a hardware product that sells globally.

However, what I said above is correct.

Preventing Google from making breakthroughs in the mobile phone business can indeed bury the hatchet for Google and create huge hidden strategic risks within Android.

If nothing else, ten years later, after Samsung has grown bigger and stronger with Android, it will be enough for Google to drink from it. Not only does it use the Android system for free every year, but it also has to collect billions of dollars in "protection" from Google. fee".

Google really broke his teeth and swallowed it in his stomach.

As far as the domestic mobile phone industry and smartphone manufacturers are concerned, of course the more precarious Google is, the better off it will be.

…

It’s past 10 o’clock in the morning, and the work is done for the week.

Then, go straight to Fantuan.com.

The vigorous group buying trend that started last year is coming to an end, mainly because there are too many homogeneous companies, including more than 5,000.

Most companies die without financing.

Since June, the scale of group buying websites has gradually decreased, and hundreds of startups have closed down every month. As of now, there are about 4,000 left in the market.

They all look for money everywhere with a sad look on their faces.

But at this critical moment, who dares to invest money randomly?

Only two group buying websites entered the market relatively late, and then they quickly emerged from the wave of the Red Sea and rapidly expanded the market and achieved certain success.

One is Fantuan.com and the other is Gaopeng.com.

Behind Fantuan.com is Ziweixing.

Gaopeng, behind which is Penguin, was established together with Groupon, an American group buying website. The pronunciation of Groupon in Chinese is very similar to "Gaopeng".

The industry has been cold, and everyone is looking forward to it.

What should I do?

Among the many group-buying websites that are crying out for food, Dianping is obviously the luckiest one to be chosen by Fantuan.com.

After Wang Xing became the CEO of Fantuan.com, he began drastic reforms, promoted the "off-campus" plan, launched the "mouse + cement" plan, and even merged with Dianping in one fell swoop!

Lack of money, that's okay.

Boss Zhou waved his hand, and a lot of money lined up to send it over.

Ziweixing joined forces with Sequoia China, Hillhouse Capital, Hony Capital, Defeng Ventures and other companies to jointly invest US$160 million to complete Series B financing for Fantuan.com.

This directly pushed the valuation of Fantuan.com to US$1.2 billion!

Is it very high?

In fact, we are still far from it. The current number one in the industry is Lashou.com. As early as February this year, Lashou.com launched a round of Series C financing, with a market value of US$1.1 billion.

Now, Lashou.com is in operation and preparing to go public in the United States!

There is also Wowo Group, which is second in the industry, and is also planning to go public in the United States, just like Groupon. Groupon has made it public, submitted a prospectus to Nasdaq, and is preparing for a road show.

As the economic situation improves, a large number of technology companies are lining up to go public.

These things have nothing to do with Fantuan.com.

Zhou Buqi had already made a long-term strategic plan for them, building walls high, accumulating grain widely, and slowly becoming king. Whoever is willing to go up can go up. Fantuan.com must lay its own foundation and make it solid.

The acquisition of Dianping was a good deal. The transaction price was US$27 million, and the foundation has been laid.