Reborn in 2011, 985 missing from two copies
Chapter 286 Strategic allies, unite vertically and horizontally!
Chapter 286 Strategic allies, unite vertically and horizontally!
Director Ma frowned slightly: "Amap's nearly free model not only killed Baidu Navigation, but also killed Tencent Navigation, which we have not yet launched!"
Originally, Chairman Ma planned to acquire Baidu Navigation for one billion, merge SOSO Map and NavInfo's new underlying map, and launch Tencent Navigation!
Currently, maps are free, but navigation is paid.
Coupled with 6 million QQ users, Tencent Navigation will surely grow in size quickly and make a lot of money!
The billion spent on acquiring Baidu Navigation can be earned back in less than three years.
But now, Wang Yi just flipped the table, navigation is almost free, making no money at all, and keeps burning money, so why not just be a fool?
If it were not for the strategic security of the underlying map, Director Ma would have given up the map and navigation business directly!
Zhang Long also let out a long sigh: "It's not just that. The emergence of Changchat has also dimmed WeChat's originally brilliant future. Let's be honest, this guy Wang Yi is here for our Tencent!"
In the previous life, WeChat developed to version 8.0, with powerful functions and more than 13 billion monthly active users worldwide. It was truly invincible.
But the current WeChat has just started and has only developed to version 3.0. It does not even have a circle of friends function. It has only 7000 million total users and only million monthly active users.
To put it bluntly, WeChat is still in the pioneering stage and is very immature. More than 90% of the people in the country have never heard of WeChat. It is not invincible.
Wang Yi launched Changchat at this time, and made WeChat 4.0 Moments, WeChat 5.0 nearby food, nearby travel and other functions in advance. It is equivalent to using WeChat 5.0 version to use the current WeChat 3.0 version, which is naturally very easy.
It's like using Han Li in the Core Formation stage to fight Han Li in the Foundation stage, there's no pressure at all.
It is precisely because of this that both Ma Dong and Zhang Long felt faced with the emergence of Changchao.
"it is good!"
Ma Dong's mouth twitched: "..."
"Yes!" After the secretary stepped back, Ma Dong sighed:
"The first wave of influence caused by Wang Yi's flipping of the table began to spread. NavInfo was the first to fall by the limit, and it was the kind that would never come back up. There would even be several lower limits in the future!"
As for peripheral travel and surrounding food, it involves map POI and navigation issues. Even if Baidu Navigation is acquired, integrating resources will take time, and it will take two or three months at the fastest.
This is true even for Meiyou.
Zhang Long nodded: "With 150 yuan of permanent free navigation in AutoNavi, NavInfo has indeed had a great impact. It has dropped by 10% in one day, and in a few days, the stock price may have halved. The NavInfo stock we bought is considered to be standing guard at a high level. ”
In its simplest form, WeChat is for socializing with acquaintances, and privacy is very important.
Director Ma looked out the window and was a little worried: "Even if I accept Baidu Navigation and use WeChat to create a circle of friends, surrounding food and travel, I am still lagging behind Changchao, and I am still being led by Changchao."
Whether you are a car owner or someone who often goes out for fun, navigation is a necessity!
Of course, WeChat also has QQ to attract traffic, but unfortunately this is both a benefit and a drawback.
But later it was discovered that this feature caused trouble to many people.
And Changchao has been linked with the game gift packages of "Defend Youzi" and "Happy Xiaoxiaole", attracting hundreds of millions of game users!
I simply cannot refuse the 150 yuan permanent free navigation of Amap, nor can I refuse the cashback activity, so I will definitely become a Changchao user.
Some QQ friends who have not been in contact for many years are no longer familiar with each other, and they do not want the other party to add their WeChat account to know their current life situation.
WeChat followed Changchao and completely fell behind.
In the previous life, WeChat was initially deeply bound to QQ accounts and directly imported QQ friends with one click.
If Meiyou diverts traffic, it can also attract many female users to use Chat!
With so many buffs stacked up, it’s just cheating!
It doesn’t matter whether Changchao or Gaode want to be popular!
"This..." Zhang Long was silent.
It’s true that misfortunes never come singly!
It's not that I'm indifferent, it's just that some classmates I haven't contacted for many years, and adding WeChat is just borrowing money and asking for help, which is still not easy to do. This is annoying for everyone...
More importantly, Changchao will definitely continue to iteratively upgrade and launch other more powerful new features!
What will happen to WeChat then? Continue to copy?
If you are completely led by Changchao, that's the end of it!
Especially the linkage with Gaode Navigation cashback, it is simply invincible!
In the free era, everyone thinks that Amap Navigation is just a small software and not worth mentioning.
Coupled with the built-in chat function of Xingyi mobile phone and the fans of Xingyi Technology, some more users can be added.
And the current chat is directly to bind the mobile phone number + the user registers the account himself.
WeChat is working overtime to catch up and test, and it will take at least a month to launch the friend circle function.
Ma Dong waved his hand: "Okay, I understand, you can go down."
The navigation field has been hit hard by Amap, WeChat has been stolen by Changchao, and now even NavInfo, which bought shares at a 50% premium, has dropped to its limit.
But it's a pity that the other party imported QQ friends with one click and actively added them. I felt embarrassed if I refused, and felt uncomfortable if I didn't refuse...
But in the current era of paid navigation, Amap Navigation is crucial to users.
Zhang Long also fell silent: "..."
"Don't think too much. You lead the people to fight first. For the rest, just take one step at a time and wait and see."
Director Ma also thought about this situation clearly and patted Zhang Long on the shoulder:
One mobile number, all logged in.
Zhang Long responded solemnly: "Okay, I will start a mobilization meeting right now and ask the WeChat business department to work overtime to create a circle of friends first, as well as surrounding tours and surrounding food. As for the map, it depends on the acquisition of Baidu Navigation... "
Ma Dong nodded: "No need to doubt it, Wang Yi is here for our Goose Factory! This guy has the courage to fight Baidu and attack social networking at the same time. That's great! Lao Zhang, social networking is our base camp, this time Game, we can’t lose!”
Yes, these features are now available on Changchat.
But in the current situation, there is no other way.
It is precisely for this reason that many years after the previous life, WeChat launched QQ Unbinding, canceling the function of adding QQ friends with one click and returning to mobile phone number binding!
At this time, there was a knock on the door, and the secretary came in: "Chairman, after Xingyi Technology announced the permanent free navigation of 200 yuan, NavInfo's stock price fell to the limit in just three minutes!"
Even if the mobile phone number is no longer used, you can unbind it through account and password verification and change to a new mobile phone number.
Especially those who are doing very well, and they don’t want to add WeChat messages from ordinary classmates who have not been in contact with them for many years.
"Yeah, I'm completely stuck. I bought 10% of the shares for 15 billion, but I'm afraid it will only be worth 5 million in a few days!"
Ma Dong looked a little gloomy: "Wang Yi's move cost me 10 billion. I have no choice but to keep it. We will see what happens next."
At this time, the knock on the door rang again:
"Chairman, the vice president of Baidu is here."
Director Ma frowned: "Let Vice President Ye go see him! Forget it, I'm waiting on WeChat to use navigation and ask him to come. I'll see him in person!"
"Yes!"
Soon, Qu Xin came to the chairman's office: "Hello, Director Ma, regarding Baidu Navigation, Director Li said that it doesn't need 10 billion, just 5 million. There is no need for a five-year authorization, just give Baidu a three-year authorization." "
Qu Xin was helpless, now and then.
Before Wang Yi flipped the table, paid navigation could make money. Baidu Navigation would not sell it for a billion less, and it would have to be licensed for five years.
Now that Wang Yi has flipped the table and all paid navigation has been used, Baidu Navigation is no longer valuable and can only reduce the price.
"5 million?" Ma Dong smiled.
Qu Xin frowned slightly: "Mr. Ma, are you not satisfied with the price?"
Director Ma shook his head: "At this time, Director Li is still thinking of good things. The navigation field is over, how can we sell it for 2.5 million? Just million! As for the three-year authorization, it is even more impossible!"
In a word, it’s 2.5 million, whether you like it or not.
The investment in NavInfo lost one billion, so naturally Baidu Navigation can no longer lose money here!
"Director Ma..." Qu Xin's expression changed drastically and he wanted to bargain, but Director Ma issued an order to expel the guest:
"You should discuss it with Director Li first!"
"Okay, Director Ma, please wait a moment."
"Please."
Qu Xin walked out of the office with a sullen face, looked around, found a secluded place, called Li Yan, and whispered:
"Chairman, Tencent has changed its mind. It only offered 2.5 million to acquire Baidu Navigation!"
"What? 2.5 million!" Li Yan's face fell instantly, and he was furious: "I said 7 million before, but now it's 2.5 million. Yes, if it's true, it will add insult to injury!"
"Chairman, I just got the news that the stock price dropped to the limit three minutes after the opening of SiDong!" Qu Xin said meaningfully.
"..."
Li Yan fell silent and recognized the current situation clearly:
"The previous market value of NavInfo was 100 billion, and it rose to 120 billion after Tencent paid a premium for shares. Now it has dropped to the limit in five minutes. It is probably just the beginning. It will continue to fall in the next few days. The final market value is probably stable at around 50 billion."
"Yes, when Wang Yi flipped the table, the entire navigation field was in decline. The market value of the underlying map merchants was halved, and Baidu Navigation was also worthless. Tencent only gave 2.5 million, fearing that Baidu would sell it if it wanted to, and not sell it. Just smash it in your hand!"
Li Yan's mouth twitched: "..."
Although I hate to admit it, it is the fact.
The navigation business that can burn money and make money is completely different from the navigation business that only burns money but does not make money. It is normal for the valuation to be cut in half.
Li Yan sighed: "Do you still have the three-year authorization?"
"No, Chairman Ma said it was only 2.5 million. He acquired Baidu Maps + Baidu Navigation and did not authorize Baidu."
"That's too much! Then why sell it?"
"He is insulting our Baidu!"
"Qu Xin, come back right away!"
"Baidu Navigation is no longer for sale, and I won't be angry with him!"
"This..." Qu Xin was a little surprised: "Chairman, let's not talk about it again?"
"Let's not talk about it!" Li Yan said decisively: "If it's only 2.5 million, it's better not to sell it! Let's keep Baidu Navigation for ourselves and slowly build our own underlying data."
"Okay, then I'll go back to the imperial capital!"
"Come back." Li Yan changed the topic: "Now that madman Wang Yi has started to socialize and work for Tencent, we can also breathe a sigh of relief. Hahaha."
Qu Xin's expression was complicated and he didn't know what to say for a moment: "..."
Then he said: "But if Wang Yi's attention really falls on Penguin, we will be relieved. This guy is crazy in output and doesn't play according to the routine. It's really hard to handle."
Li Yan sighed: "Yeah, Wang Yi is really a headache. But we don't sell Baidu Navigation, which is actually the best. As a result, Tencent has no navigation to use, and WeChat wants to chat with the benchmark, and then launches peripheral tours, peripheral food, and peripheral You can’t even do group buying! You can only be crushed by Changchao.”
"???" Qu Xin was stunned, and then smiled knowingly: "We Baidu Social didn't defeat Penguin. If Wang Yi did it, it would be a good thing."
"Yes, if Baidu Navigation is not sold, Penguin and Xingyi Technology will fight in the social field. No matter who wins or loses, it will be a good thing for us at Baidu!"
Li Yan's situation has completely opened up: "The so-called driving the tiger to devour the wolf, with the penguin restraining Wang Yi, he will no longer madly attack Baidu."
"The chairman is wise."
Afterwards, Qu Xin left Penguin headquarters without looking back.
Looking at this scene, Zhang Long's expression changed slightly: "Chairman, the vice president of Baidu is gone. I'm afraid he doesn't want to sell Baidu Navigation anymore."
Director Ma waved his hand: "Navigation is not profitable in the first place. If it is not sold, it will not be sold. We have SOSO maps and NavInfo. We will slowly develop our own navigation."
Zhang Long was a little worried: "But in this case, WeChat's nearby travel and nearby food will be much slower than Changcha."
Director Ma thought about it: "It's okay. These functions have already been launched on Changchao. WeChat has lagged behind. It doesn't matter if it lags behind a little bit more."
Zhang Long's expression changed again and again, and he had an ominous premonition in his heart:
"Is it possible that Chairman Ma is no longer optimistic about WeChat?"
“I even feel that it doesn’t matter even if WeChat fails!”
After all, the current WeChat is just one of Tencent’s many projects, and it is not yet a pillar industry many years from now.
To put it bluntly, Li Yan could not imagine that Baidu’s AI would be far away.
Similarly, the current Chairman Ma could not have imagined that WeChat would become the anchor of the Tencent empire and become a pillar industry in the future!
I even think that even if WeChat fails, QQ is the foundation.
Many years later, the Ma Board felt that WeChat was more important than QQ.
But on New Year's Day in 2012, the 7000 million users of WeChat were not allocated to the 6 million users of QQ for shoe delivery.
The two are not on the same level at all.
After all, Ma Dong is not a reborn person and has no prophetic ability. He could not have imagined the terrifying future of WeChat!
But Wang Yi knows how important WeChat is, and it is definitely the core strategic layout.
At present, BAT is of similar size, with a market value of about 2000 billion.
In the previous life, Alibaba relied on its core killer weapon, Alibaba Cloud Computing, to dominate the world, and its market value soared tenfold, becoming a super giant with a market value of more than 2 trillion.
And Tencent also relied on WeChat as a anchor to increase its market value tenfold, becoming a super giant with a market value of nearly 3 trillion yuan.
Baidu All in's AI does not have many outstanding outputs. Ten years later, the market value will still be more than 200 billion, and it will remain unchanged.
If Tencent did not have WeChat, it would be difficult to achieve a market value of 1.5 trillion, let alone 3 trillion.
If Baidu had WeChat, it would be able to join the trillion-dollar club and become a giant with a market capitalization of trillions! It can be said that WeChat is the pinnacle of the Tencent empire!
The simplest thing is that even if the iPhone blocks WeChat, hundreds of millions of domestic users will give up the iPhone!
There is no way, relatives, friends, leaders, colleagues, partners, customers, etc. all use WeChat. If I don’t use it, communication is inconvenient.
You can't let your leader talk about a big event in the WeChat group and then have the leader send you a text message to tell you, right?
National software, irreplaceable, so terrifying!
This is why Wang Yi had to build Changchao, which is to use Changchao to replace WeChat and grab WeChat’s users and strategic position.
If Changcha has the status of WeChat, then the future of Xingyi Technology will really be limitless.
There is no way. Currently, Baidu has search as its foundation, Goose Factory has QQ as its foundation, Alibaba has e-commerce as its foundation, but Xingyi Technology has nothing.
As for mobile phones, they are updated too quickly. No matter how good they are, if one is sanctioned, it will be a shame.
Unless, like BAT, you have a monopoly business and an irreplaceable foundation.
And Wang Yi’s goal is WeChat, or chat!
If Chat and Cut WeChat becomes a national software and has more than one billion users worldwide, then Xingyi Technology will be completely stable and have a solid foundation!
Facing the current version 3.0 of WeChat, Wang Yi has a good chance of winning!
It’s still the old routine, using the functions of WeChat 4.0 and 5.0 to do WeChat 3.0.
Use the functions of WeChat 5.0 and 6.0 to work on WeChat 4.0 in a few months!
The only thing that can defeat WeChat today is a new and more powerful version of WeChat in the future.
But Wang Yi repackaged it and made it Chat!
Sure enough, Wang Yi was not disappointed.
In just two hours, the number of registered users of Changchao exceeded 1000 million!
Two million of them are xphone 1 users.
xphone 1 has been upgraded to the XUI2.0 version and has built-in chat.
As a fan of Xingyi Technology, Metropolis chooses to support it.
Five million users are users attracted by Amap.
Faced with 200 yuan of permanent free navigation, and yuan back when using Chat, you certainly won’t miss this wave of wealth.
There are also three million users attracted by "Defend Yuzi".
On the contrary, the newly launched "Happy Match 3" did not attract many users.
New game after all.
Two hours of chatting has over 10 million users!
Wang Yi is very satisfied with such results.
Song Sining was even more excited: "I never expected that Changchao would have such a terrifying growth rate. Especially the number of users attracted by Amap Navigation has exceeded five million, and it is still increasing rapidly!"
Wang Yi smiled slightly: "It's normal. After all, navigation is a necessary function. They can't refuse our free navigation for 150 yuan. The cashback of 50 yuan is even more tempting."
Ten years later, the temptation of fifty yuan is not small, let alone in 2012 when the monthly salary is two to three thousand. Fifty yuan is really a lot.
Song Sining was a little worried: "But the users we attract are just attracted. Whether they will become loyal users depends on the follow-up."
"Especially game gift pack users, they come here just for the gift pack. After receiving the gift pack, they might not be able to use it anymore."
Wang Yi is not worried at all: "Don't worry, I just asked someone to compile the data. After registering, 90% of users will choose to continue using it. Especially the voice-to-text and circle of friends functions, everyone likes it very much."
“In addition, it was noon, and there were still people experiencing the surrounding food, receiving group buying coupons, and buying lunch as a group!”
“40% of people have recommended it to their relatives and friends!”
There is no way, Changchao itself is excellent, two versions ahead of WeChat, it is unique at the moment, and it is difficult for users not to like it.
"That's great!" Song Sining was very excited: "If chatting can become big and become a social overlord like QQ, then our Xingyi Technology will really have a bright future."
"Become a super overlord like QQ?"
Wang Yi was in a daze for a while, and was about to say that he wanted to become a 'super overlord like WeChat'.
Then I realized that WeChat had only been established for a year and was still just the younger brother of QQ, with less than one-twentieth of QQ’s monthly active users.
In Wang Yi's eyes, WeChat is the future giant, more important than QQ.
But in the eyes of Song Sining and others, the fledgling WeChat is not worth mentioning, far inferior to the social giant QQ with 6 million users!
In this way, very good!
Wang Yi said with a smile: “Let’s spread the word that Changliao’s goal is to become a social networking giant like QQ.”
That's right, confuse the opponent and paralyze the enemy.
Both Ma Dong and the people in Goose Factory thought that the goal of Changchao was to work on QQ, which made Goose Factory focus on QQ.
Then WeChat might be regarded as his godson.
Once WeChat cannot compete with Changchao, and Changchao threatens QQ, then Goose Factory will give up its car to save Shuai and fully support QQ!
Definitely.
Again, except for the reborn, few people think WeChat is more important than QQ at the moment.
Even Zhang Long, the father of WeChat, dare not say that WeChat can surpass QQ.
They are all human beings, not gods, and there are no prophets.
"Okay, Chairman." Song Sining agreed with a smile, quickly arranged it, and unified the tone: "The emergence of Changchao is to do QQ!"
As for the effect, it's hard to say whether Chairman Ma will be deceived and ignore WeChat.
Wang Yi didn't mind either.
As long as Changchao is one or two versions ahead of WeChat, that's enough.
However, payment of the license must be pushed forward as soon as possible.
Wang Yi made up his mind to make an appointment with Director Qin in two days to see if he could get a payment license.
If it is possible, naturally it would be best. We can consider launching Changchao Payment in subsequent new versions.
Currently, Changchao has launched the function of scanning QR code to add friends, but it does not have the function of scanning QR code to pay.
Even group purchases for surrounding food and tours are paid through online banking, and users bind their bank cards.
If Director Qin still wants Wang Yi to wait, then forget it and directly acquire a licensed company, it will cost tens of millions.
Wang Yi has never made an acquisition, not because he was reluctant to spend tens of millions, but because he was too hasty to pay for it.
Now Xingyi Technology has punched Baidu and kicked Tencent.
If we continue to launch payment online quickly, it will be equivalent to quarreling with Alibaba for output. Alibaba may go crazy and suppress Xingyi Technology!
What's even more terrible is that by then, all three BAT giants will be offended, and it will be difficult to rectify them no matter what.
Wang Yi didn't think he was powerful enough to challenge the Big Three of BAT alone.
When it comes to payment, it's better to keep it steady. It's okay to wait until Changchao users get started before pushing payment.
Currently, Changchao has just started and does not have many users. It is useless to promote payment now. Instead, it has provoked another BAT giant.
It is still developing steadily, and the combination is reliable!
In the current situation, even if Baidu and Tencent join forces to do Xingyi Technology, Xingyi Technology can also join forces with Alibaba to fight against the enemy together.
But if all three BAT families are offended, that's fine. If the three families unite and attack Wang Yi together, Wang Yi won't be able to handle it.
"We still need allies!"
Wang Yi sat on the sofa in the apartment and began to think about this matter carefully.
Allies are divided into big allies, small allies, temporary allies, and long-term allies.
There is no doubt that people like Ali are big allies, but they can only be temporary allies.
Alibaba lacks the underlying map, but Wang Yi has it.
Wang Yi currently lacks payment channels, but Alibaba has them.
Both sides have strong rivals in common - Baidu and Penguin.
Based on this, the two sides have a basis for cooperation, but it is very weak.
When Wang Yi launched Changchao Pay, he invaded Alibaba’s core business, which was the day when both parties turned against each other.
Wang Yi has to think carefully about this.
It is certain that they will turn against each other, but how to operate before turning against each other and how to prepare the backup plan is a problem.
Of course, the most important thing is to strengthen yourself.
For example, the total sales volume of Xingyi mobile phones reaches tens of millions, and Alibaba will not dare to mess around by then.
However, this process is very long and cannot be completed in a year.
I can only figure it out slowly.
In addition to Ali, other allies can be considered and even formed long-term alliances.
For example, among the Seven Heroes of the Warring States Period, there are a few promising ones.
Forget about the thunder type, as soon as the xphone 1 came out, Xiaomi phones were out of date. Rebus wanted to kill Wang Yi, so how could they form an alliance?
But Rebus’ old rival 360 Laozhou is pretty good.
In the previous life, the feud between Rebus and Lao Zhou broke out over mobile phones.
In fact, long before Lao Zhou made mobile phones, Kingsoft Antivirus and 360 Antivirus were mortal enemies and had already become enemies!
The enemy of my enemy is my friend, not to mention that Wang Yi and 360 have little core business conflict, so they can cooperate.
For example, Xingyi Technology has a deep alliance with 360.
Android phones have security managers, and Xingyi Technology’s network needs security.
In previous generations, mobile phone managers from Huawei, Meizu and other brands were supported by 360 technology.
Similarly, in the future, Xingyi Mobile's mobile phone manager will also use 360 technology to increase 360's market share. Xingyi Technology will use 360 Security.
However, 360 Browser currently does not have a search engine and directly integrates the Sogou search engine to increase the market share of the Sogou search engine.
In this way, both parties are mutually beneficial and can be regarded as a stable alliance.
In addition, if there is an opportunity with Meituan, you can also fight for it.
Wang Yi doesn’t want to do group buying in person, but he can invest in it in advance.
Once Meituan becomes bigger, it will also be a big ally for Wang Yi.
There was no way, BAT was already deeply entrenched, and Wang Yi had to make arrangements in advance to cultivate allies such as 360 and Meituan.
Together with the already acquired and promising companies AutoNavi and Ele.me, we will focus on taxi-hailing and food delivery in the future.
There are also strategic allies such as BYD and Goertek that have invested in the company. In the future, there is hope that a fourth pole besides BAT will be formed!
In the previous life, Goose Factory invested in giants such as JD.com, Didi, Meituan, and Pinduoduo, and became a big brother in the Internet circle.
Xingyi Technology's subsequent strategic core businesses will still be chip research and development, wafer fabs, data centers, and cloud computing.
But these projects are too big, too expensive, and will not be profitable in the short term.
You can only make money through clothing, beauty, mobile phones, games and other businesses. Only with enough funds can you continue to invest in research and development.
Although the taxi-hailing and food delivery businesses cost money in the early stage, once they are launched, they can be split and listed in a few years, raising tens of billions or even hundreds of billions.
As long as a company goes public successfully, Wang Yi can ease the financial pressure.
We can continue to invest tens of billions a year in chip research and development, wafer factories, cloud computing...
If he doesn't do any business, Wang Yi won't have enough money to develop chips and build wafer fabs.
As for not building a wafer fab, it is unrealistic.
In the previous life, Huawei suffered the loss of not having a wafer fab, resulting in no available chips.
If Wang Yi has his own wafer factory and lays out N+1 and N+2 processes in advance, even if he is sanctioned a few years later, he can still mass-produce 10nm, 7nm, or even 5nm chips.
Not afraid at all!
(End of this chapter)
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