229 About people
Ma Yun suddenly smiled and said, "It's hard to say, I think Zhou Yujie and Wang Xing will face each other sooner or later.
Although group buying and takeaway are different, they are targeted at the same users and the same merchants, and it is impossible for them to coexist.
Bat's three companies have developed in completely different fields, but in the end they have become their biggest competitors. The fundamental reason is that their users are basically the same.
Relatively speaking, the nature of takeaway and group buying is closer. According to the development trend of the Internet, there will definitely conflicts when it reaches a certain level.
Either Wang Xing makes takeaway or Zhou Yujie makes group buying, there will be no situation where the two are divided into different places."
Cai Chongxin said: "Take-outtake and group buying involve huge transaction volume. Zhou Yujie has his own payment software. Judging from today's preferred settings, he obviously wants to make his own payment."
Ma Yun thought for a while and said, "It's not surprising to do payment. In the past two years, larger Internet companies applied for payment licenses in 10 years. After all, payment involves the core secrets of their own company. If you have the ability, no one is willing to hand over this lifeline to others.
Zhou Yujie's headlines started with data and must attach great importance to his company's data. I thought he took advantage of Quxin's financing opportunity to get a payment license, but now he has reached a scale in the takeaway field, so I have to worry.
Today's preferred method is not blocking Alipay immediately because their payment system has just begun and is not mature enough. So while using Alipay, they slowly cultivate users to use Huifutong with various preferential policies.
Believe it or not, if we are willing to pay for preferential subsidies to Alipay on Today's Selected Alipay, Zhou Yujie will definitely not agree."
"I believe that if he didn't have that ambition, he would not be as big as he is today." Cai Chongxin said with a smile.
Ma Yun said: "Zhou Yujie's headlines now seem to have its own ecosystem, traffic, payment, takeaway and games, and I always feel very uneasy.
The previous cooperation between Alipay and Wowotuan was quite effective. Find a time to make an appointment with Wang Xing, and Alipay can still cooperate well with Meituan."
Cai Chongxin's heart moved and said, "Do you want Meituan to only use Alipay?"
"No, I think bigger. I want Meituan to become a part of Alibaba." Ma Yun laughed and said, "But there is no hurry for the time being. Meituan is not short of money now. We are only talking about normal cooperation with him now. When they meet Zhou Yujie in the future, we will slowly gain more rights!"
"Okay, I will go to Yanjing during this period." Cai Chongxin nodded and said.
...
The group buying market continues to surge. With the withdrawal of capital and the refusal of merchants to cooperate, countless small and medium-sized group buying websites have begun wave after wave of bankruptcy.
Although Lashou.com, Wowotuan, First Group Buy, Manzuo.com, F.com, 58 Group Buy, Fantuan.com, Tuanbao.com and other group buying websites that once ranked in the top ten have not gone bankrupt, their business operations have almost been suspended, and they each began large-scale layoffs.
But there are several exceptions. For example, Dianping, which was once unrecognizable, suddenly began to enter the group buying business. Another Nuomi.com, which was in crisis, suddenly heard that it had obtained an investment from Baidu's Baidu, but the outside world did not know the specific amount of funds.
Meituan is basically unscathed and holds $120 million in cash at the same time. This is no longer a company secret for Meituan, because Wang Xing disclosed his company's account information, and like all merchants have proved Meituan's strength.
As the only group buying giant that is large enough and has never owed merchants funds, after announcing its strong cash reserves, it quickly gained the trust of merchants.
So, Meituan once again went against the market and began to advertise in the cities it had mastered, and at the same time did not give up first- and second-tier cities. In this process, no group buying website could stand up and compete with him, and could only watch Meituan steal the market it had lost.
On December 15, it was listed on the Shanghai Stock Exchange Headlines Headquarters.
Zhou Yujie looked at the various information about Meituan displayed on the iPad in his hand and said, "The market for group buying websites has basically been established, and Meituan will basically be the dominant one in the future."
Meituan, which was once a historical counterattack, also launched a counterattack at this time. By the beginning of 12 years, it controlled 50% of the national group buying market and formed the initial monopoly.
As for the others, Dianping is more capable and can spend a few more years with Meituan. However, the main reason is that Meituan began to make full use of takeout and compete with Ele.me for the market. In 2015, Dianping had to be willing to merge Meituan. Although some were matched by Teng Xun, it was one of the main reasons that it could not be defeated.
Today, Meituan has a larger scale and more funds due to its cooperation with Quxin. At this time, even if Alibaba Tengxun joins forces, it may not be able to stop Meituan.
Lin Youde also smiled and said, "There are opportunities in the crisis. Since Meituan has succeeded, then Mr. Zhou, how should we cooperate with Meituan next?"
Lin Youde has long known that the group's strategic plan for Quxin has taken two directions. The first is Toutiao, which uses various methods to guide users to download and obtain user interest data while attracting Quxin.
The second direction is to connect offline users. At the beginning, it was to cooperate with Meituan to obtain merchant and user information, and then it was to form a takeaway platform by itself.
Although takeaway is different from group buying, as long as you know a little about the Internet, you will know that these two businesses will inevitably form a competition.
Now, Meituan’s link is still on the Quxin Discovery Page, and Toutiao has also taken over Meituan’s advertising business.
Zhou Yujie said: "Today's Toutiao will continue to cooperate. For Quxin, when the cooperation expires in half a year, we will cancel this link, which is to say it is our business adjustment."
"Okay." Lin Youde said.
Zhou Yujie asked Zhu Wenbin: "Old Zhu, is Meituan ready for takeout now?"
Zhu Wenbin said: "No, Meituan seems to be working hard to conquer the Lashou.com. The group buying market gap left by Wowotuan. The offline business department of Meituan in Yanjing has not recruited takeout workers."
The expansion of offline business is completely different from online business, and requires a lot of offline preparation work. If someone focuses on it, it is difficult to hide it. Takeout is the most complex offline business, and the most core point is that it involves the recruitment of takeout workers.
"It seems that Wang Xing wants to completely solve the group buying market first." Zhou Yujie said softly.
Meituan has not planned takeout, which does not explain any problem, because pure Internet companies such as Meituan and Alibaba and Tengxun are completely different. If Tengxun Alibaba wants to make takeout, it will probably take several months for preparations, and it will be well known to everyone.
Meituan may be able to expand dozens of cities in a few months. When Ele.me was at its peak in the later years, Meituan spent five months to expand takeout to 100 cities, and all of them won a certain market.
This speed shocked the Ele.me team. It was also because of Meituan's powerful attack that Ele.me had to raise a large amount of financing. In the end, the founder's shares became less and less, and even the ab-share structure began to be unable to control the company. In addition, he could not beat Meituan, so he had to be acquired by Alibaba.
The reason why Meituan is so strong is its huge offline promotion capabilities. This is Meituan’s most powerful moat. Even if Quxin has obtained information about Meituan merchants through cooperation, this is just the tip of the iceberg of Meituan’s resources.
If Meituan wants to do takeout, it only needs to recruit takeout workers.
However, it is still 2011. Smartphones are not fully popular enough and the electronic map business is not mature enough. Relatively speaking, the growth rate of takeaway is definitely much slower than in two years.
But no matter what, Meituan will be the most powerful enemy of today's Selected future.
Zhu Wenbin continued to ask: "Today's Youxuan team in Yanjing has almost prepared. According to the plan, we will start to provide large subsidies on Christmas Day."
"Then let's follow the plan." Zhou Yujie nodded and said.
For Yanjing's takeaway market, the amount subsidy is more than that in the Shanghai Stock Exchange, but the intensity of the day will not be very strong, but will last for a long time. If Meituan enters the market in the future, it will need to keep burning money. Even if today's Youxuan raises funds again, Meituan cannot overcome other blank markets as much as possible, at least it can delay a little in the short term.
"I understand, I will go to Yanjing tomorrow and lead the team myself." Zhu Wenbin was quite excited. As a former member of Meituan, he naturally knew Meituan's expansion ability.
Nowadays, Today Youxuan has the advantages of data and funds. The best way is to start a consumer subsidy war with Meituan in the early stage, try to consume the other party’s funds and energy, and delay as long as you can. Even if it is three months, it is enough to allow Today Youxuan to occupy more cities first.
"Yeah." Zhou Yujie nodded and said, "I always feel that Wang Xing will not be indifferent to the current preference for entering Yanjing today, unlike his style."
Zhu Wenbin said: "It's true that it's not like it, but it doesn't matter. Wang Xing will only enter the arena at most."
"Yes." Zhou Yujie nodded and said to Lin Youde: "Contact the headhunting company, do I want to dig someone?"
After saying that, Zhou Yujie took out a piece of A4 paper from the folder beside him, handed it to Lin Youde, and said, "This person is called Zhang Bo, and he is currently a senior operator of Baidu's mobile business department. I want to dig him over."
"Mr. Zhou, is this person a top talent in Baidu?" Lin Youde asked with a smile. With his current status as Toutiao, he is not a top talent in the industry, so it should be impossible for the boss to pay attention to him personally.
Zhou Yujie smiled and said, "I am considered a talent, but the top one is not considered a top student. When I ask him, I will talk to him in person."
"Okay." Although he was a little puzzled, Lin Youde didn't ask much.
...
Chapter completed!