Today should be the first day of winning the title of "Habitual Explosion" and the third day of continuous updates of ten thousand words. By the way, I am also a strong man with ten thousand words per day!

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Ordinary businessmen first focus on the market in front of them, but in the well-off world, they have already begun to consider going overseas. Moreover, the current conditions are better than the original world, so of course they should pay attention to the next market.

With the development speed of a well-off society, we can start doing our homework now and it can be used in about three years. The question is where is the next market for a well-off society?

Island countries? It is unlikely that island countries will not promote shared bicycles because island countries do not allow anyone or enterprises to occupy shared resources, and the ground is shared resources. Convenience stores do not use clubs. Island countries not only have a base camp of 724, but also have a thousand-store battle and the saturation of convenience stores have formed a culture. Old-fashioned enterprises are deeply rooted, and it is too difficult for an outsider to challenge this difficulty.

Universe Kingdom? There are too few people in the Universe Kingdom. Well-off mainly does human business, which is a decisive factor. What's more, there is a thorn called "THAAD"?

Therefore, Chu Yuanxi's gaze could easily be extended to Southeast Asia, which has a population of 660 million.

So he has put in effort toward Chu Yuanxi, the two overlords of Southeast Asia. As soon as Yuan Lu opened his report, he instantly imagined the feeling of several big dramas.

The so-called two overlords, Grabi is one of them, and the other is called "Walking Jack". The bosses of the two companies are classmates from Harvard Business School, and they are both children of Chinese families. They have similar backgrounds, experiences, and growth, and they do similar things. They aim at mobile payment + travel + takeaway.

But behind Grabi is uber, Didi and a number of island countries led by SoftBank; behind Walking Jack are Penguin, Goudong, Meituan and some professional investment banks led by Google.

Then the two companies that were originally competing, because of their different development models, the former was in the entire Southeast Asia, while the latter was deeply involved in the Indonesian market, so they were broken by one thing.

It is not a mistake to say that it is deeper into the Indonesian market, because there are many Indonesians, reaching a huge amount of 260 million. Jack must have a deeper cultivation as a local Chinese businessman in Indonesia, but he naturally missed the opportunity to sell the uber industry.

In 2018, Uber withdrew from Southeast Asia through equity swap, and traded industries that had been deeply rooted in Southeast Asia for five years to Grabie. Then this brother started a round of super-large financing. At the same time, he used the Uber pattern to start from taxi, takeout, financial technology, etc. to work hard, and even started an open platform, even started leisure and entertainment ticket ordering and massage, making full use of the O2O field.

Of course, even if the situation changes, the uber will probably trade with Grabie in the end because of SoftBank.

Looking at Grabi's investment genealogy, it seems that Didi is the eye of the Tianchao industry, but when you think about uber, the relationship between Didi and SoftBank will tell you are not.

SoftBank is the world's most important travel industry investor, with travel maps all over the world. Uber and Didi are both the main investment targets of Sun Dasheng, and Grabi is no exception. The most important investment of Sun Dasheng's career is invested in Alibaba.

On the other hand, the father group that walks Jack's side is composed of Penguin Dad, and is an important investor in Goudong and Meituan.

Therefore, if you look at the investment map of both parties carefully, the local life industry in Southeast Asia is actually a vulgar version of the two horses' dispute, which is clearly divided.

Chu Yuanxi was thinking about entering Southeast Asia. The two Ma Dads had already started entering, and they both used investment as a weapon to open the way. Therefore, there was nothing wrong with the overlords of Southeast Asia who wanted to enter the Celestial Empire. The Celestial Empire is the largest market in the world. Everyone wanted to come, and even Google wanted to come back.

With the market structure and size of Southeast Asia, Grabi may have entered a bottleneck period. Even if it is not a bottleneck, its development speed is probably not as good as before. Otherwise, why did Grabi develop horizontally since last year? Uber only provides an opportunity. Didi has already taken over Uber's industry in China, but what did it do? It consolidates and digests, recupers and does not expand its business in a comprehensive manner like Grabi.

So Grabi's ability to cut into the Heavenly Dynasty is definitely strong, but they also face the same problem as Chu Yuanxi. How to cut it?

Ali Penguin in the Tianchao dominated the main track, and there was tmd crazily shooting behind it. The market was the largest and the competition was the most difficult. The local life industry is Grabi's own business, but the big brothers took over the taxi takeaway. People came in to make money, not to make contributions, so they must find a suitable entry point.

At this time, if Xiaokang attracts people's attention and reacts rapidly, two months will be enough for research and decision-making. If they happen to have resources, it is difficult to guarantee that they will not have the idea of ​​entering the practical operation.

Chu Yuanxi thought to myself, was it because I was too high-profile? Is this a big guy who attracted such a big guy? I am definitely not afraid of domestic competition. It is easy to understand that the other party chooses the Muji model, because Grabi's entrepreneur is called Cheng Bingyao, and he is one of the young masters of Cheng Sing International Group. Most of the Chinese clans in Southeast Asia are engaged in traditional industries, and they have me among each other, and they form a complex relationship through marriage.

So it is normal for them to look down on convenience stores. They all work in big hotel chains, big theater chains, and even big money stores. So, medium and large integrated stores are easy to attract the attention of this group of people, high-end, atmospheric and high-end.

In this way, even if they finally achieve it, they will not be well-off. But they are afraid that they will wait for them to return to their hometown in Southeast Asia, and then conduct pixel-level reproduction according to the well-off route.

Chu Yuanxi thought for a long time and found a question. How should I deal with it?

To form an alliance with Walking Jack? Walking Jack and Graby are mortal enemies, they are really the kind of mortal enemies to fight to the death. When Didi proposed the possibility of mergers and acquisitions, Graby's Cheng Bingyao publicly said that he would rather kill Walking Jack than mergers and acquisitions. Didi's Merger Express could not happen to them, and he didn't know how they fell in love and killed each other at Harvard Business School back then.

The problem is that it is not your turn to form an alliance! If you invest, you don’t have money to invest, and it’s not impossible for Ba people to invest, because Jack is obviously led by Penguin and is also making efforts in the game field. The problem is that it is not enough. The little money in Ba people’s account and the influence of Ba people are really several levels away from Dagodong in the international arena. They are not as good as the original world itself to do well in every possible way.

And whether it is Penguin or Goudong Meituan, they are all aiming at industrial integration, with many overlaps and complementarities between each other. What do Ba people do when they go? Even if they accept investment, that is, financial investment, is Ba people taking on the role of being stupid and having a lot of money? It’s a waste of money to provide help to Walking Jack for free to disgust Grabi? That’s too second.
Chapter completed!