Alibaba actually discovered that Pinduoduo was even more deadly than Goudong and Meituan after last year's Double Eleven. The slow reaction speed made Chu Yuanxi feel a little incredible. The battle between Meituan and Alibaba is a battle in the new retail field, and it is considered Alibaba's frontier position. Pinduoduo challenges e-commerce and is the core area of ​​Alibaba. With Pinduoduo's growth rate of nearly 200%, it has been ignored by Alibaba for so long. This is so interesting.

Maybe Alibaba thinks that Pinduoduo is inferior to Goudong lies in financial technology and logistics, but the problem is that there is no current situation, but there is no future. Maybe Alibaba thinks Pinduoduo's GMV is still low, but Pinduoduo's number of users is high! They are going to have low customer unit price.

So when Alibaba woke up, it was already a little out of the way. Pinduoduo's number of users and cash flow were enough to stabilize its own plate, and it could reversely integrate supply chain logistics at any time to improve the efficiency of its own e-commerce links.

Alibaba must feel a huge loss to Pinduoduo's challenge, because they personally stuffed their group buying product Juhuasuan from the front desk into the middle desk, but left a gap for Pinduoduo. Moreover, this gap happened to be the inevitable blank part of Alibaba's business model. If Alibaba also learned to learn from Pinduoduo to go back to group buying and fission, how could it charge the advertising fees it diverts to e-commerce?

It can be said that Pinduoduo relies on WeChat to conduct group buying fission. If you don’t learn it, you will let Pinduoduo grow and grow in the fertile soil, but you can’t learn it. First of all, the channel for fission is the problem. In the Celestial Empire, you must use penguins to define this new retail scenario. If you have to learn it, you will also hurt your own business logic.

So Alibaba came up with a set of bad tricks, and the effect was hard to say.

The first thing is to use the traditional tactic - choose one of two, requiring the brand owners on Pinduoduo to withdraw their stores, just like the women's clothing that beat Dogdong back then.

But the problem is that most Pinduoduo are small brands, and the brand value itself has no meaning to Pinduoduo users. So here we agree to Alibaba and register a new brand to open a store on Pinduoduo again. This caught Alibaba off guard.

Then Alibaba made a series of adjustments, such as adding search weight to low-priced products, which greatly infringed on the rights and interests of merchants with high-priced customers. Secondly, it created a Taobao special price version, which was a match with Pinduoduo. Finally, it simultaneously discovered sinking users and new users in multiple app products.

Originally, this is nothing, but the problem is that many wool-type products are only sold to sinking users. First- and second-tier users can't even see them, and cannot search them, and are treated tragically. Especially for coupon activities, how great is the Alibaba app? The coupon activities are to open the app and pop up directly, and to pick people through big data.

In other words, old first- and second-tier users will never have the chance to see such coupons, because there is no button in the entire app that can pop up the coupon collection panel after clicking, and it will not pop up after opening the app.

Chu Yuanxi was so happy when he discovered that the Alibaba app on his office phone could pop up coupons but his phone was not good. But then he thought about it, he was much better than those businesses who were forced to choose one. So he wrote this passage in his laptop:

In the future, when you choose one of two, you must not be arrogant. The arrogant choice is that you must choose one of two. The arrogant choice is that you choose one of two. If you are not arrogant, you choose me. I will reduce the fees for you. If you are on the fence, then your expenses will be huge.

Having said that, no one hopes that one day they have to use the trick of choosing one.

From a utilitarian perspective, Chu Yuanxi hopes that Ali will make a mistake. It is best for Pinduoduo to hold Ali's hatred as a tank, so that Xiaokang can facilitate crazy output, while Penguin treats Pinduoduo. One day in the future, Xiaokang will backstab Penguin and then sell Baren Game to Ali, perfect!

After hearing what Chu Yuanxi said, Hu Shiheng recognized that although a well-off society has not yet developed, there are many bad tricks than when Pinduoduo started his career! Compared with the two and one comparison, if you can’t learn Pinduoduo, why can you learn a well-off society?

The key is that Alibaba’s learning is not a copycat. Alibaba does not like copycats because it is full of confidence. Alibaba is the most confident company on this planet, and has the same confidence in its own abilities.

Therefore, when competing with Alibaba, it is the prerequisite for ensuring that you do not make mistakes. The victory or defeat of competing with giants does not lie in the upper limit, but in the lower limit. It is not easy to lose if you raise your lower limit to the giant level, and making mistakes will lower the lower limit.

At this point, Hu Shiheng basically received a relatively satisfactory reply. Even if he was not satisfied, he was at least a clear reply. In this way, he could participate in the A-round investment of Xiaokang with confidence. If he did not consider the false A+ round, the financing amount of the A-round should be 450 million RMB. This share is still a lot. The big guy with strong capital can earn it as much as possible. Therefore, the only thing he cares about is whether it is worth it or not.

After all, this is a long investment, and there are several rounds to come. It is impossible to be careful to make the following investment of 20 to 30 billion yuan.

His mentality gradually relaxed. Looking at Chu Yuanxi's entrepreneurial trajectory, he still had no time to do things, which was more reassuring. However, this guy's financing was also easy to get, which made people feel bad.

Why is the time for the A-round financing in August? Because Milestone 4 is promoted first in August, and then a round of A-round financing. With 150 million yuan of pre_a, there should be no problem in expanding stores across the imperial capital. Then, if the results exceed expectations after the results are released, the financing will be carried out immediately, and the valuation may still go up, not necessarily only 3 billion yuan.

This little plan! Hu Shiheng doesn't understand. Are you not afraid of failure in promotion if you arrange this way? How confident is this to dare to design such a "waterless" timetable?

"Oh, Xiao Chu, do you have any plans for promotion of Milestone 4?"

Chu Yuanxi was stunned, "What plan are you referring to?"

"It's a promotion plan. Your store will open 200 stores one after another and invest more than 100,000 bicycles. There must be other plans besides ground promotion, right?"

"Oh, there are quite a few. Let me tell you one?" Chu Yuanxi thought about it, and it would be okay to reveal it in advance. "For example, we have a 'bicycle cycling voucher', do you know? You can get one if you register a member, one at a time."

"I know." Hu Shihengxin said that I have used it, nothing new.

"We make it a gift that can be given to each other. At Mileage 4, a sharing function can be added, so that users can give it to friends, so that they can promote it through the user's own social link."

"What? You're going to socialize so early?"

Chu Yuanxi smiled awkwardly: "No, it's delivered through WeChat. New users took the cycling coupon and opened the WeChat mini program directly. It has nothing to do with Xiaokang's social networking."

"Through WeChat? Isn't that very ordinary? All apps are making similar red envelopes, right? Ele.me and Meituan are in trouble. I remember Didi red envelopes have also pushed the small blue car like this?"

"Didi is uncontrollable. What users get when unpacking is completely uncertain, and they cannot post it on their own initiative." Chu Yuanxi knew very well that he had indeed gotten inspired by Didi. This method was not used in the original world, but it could achieve better results. The key is that it is suitable for bicycles.

He continued: "Didi's free coupon for the small blue car given is very good and very inspiring. Do you know what's good about the product? Compared with Ele.me Meituan, it is simple and has no threshold. There is no need to waste user's mind. After the user gets the coupon, just find the small blue car and scan it. So as a gift, it seems to be similar to other red envelopes, but it is actually different. But it also has its shortcomings. It must be sent a red envelope after completing a transaction. There is actually no need for this restriction."

"You wait first, that's a one-yuan coupon. How can you compare with Ele.me Meituan?"

"Indeed, Ele.me Meituan can make discount coupons without setting a threshold. No matter how much you spend, you will get discounts. There is no need to let users gather for consumption thresholds. This will make the user experience much better. In fact, reviews are already doing this, sending discount coupons to users above v5, and the praise is very popular."

Chu Yuanxi said that he thought of the social gifts he designed and said confidently: "Our cycling coupons are different. First, users will get a certain amount of cycling coupons by registering the app, and they don't have to get it through consumption. Although VIP members have already ridden for free, they will still get a certain amount of cycling coupons every month. Then Milestone 4, we allow users to send cycling coupons to WeChat friends or WeChat groups anytime and anywhere. What will happen? There is a scene of socializing with acquaintances.

If there are sufficient bicycles around the gathering places around the users, this gift will be very useful, which can help colleagues, friends and acquaintances save money directly, and it is very convenient. Although it only has a book value of one yuan, in the minds of users, this dollar should be saved the most. The pleasure brought by saving this dollar is very great, which is much greater than the pleasure of saving three yuan in Ele.me.

This is different from those red envelopes from Ele.me’s reputation. Those are thrown into certain groups, and others will not receive them. And our users will feel very good when sending cycling coupons, and they will get the favor of acquaintances, even a thank you is great. This scene can only appear on the social links between acquaintances. For us, it is a rapid fission speed. As long as a company has one user, one can quickly infect a group."

"Oh, so the hundreds of cycling coupons I saved will be useful?" Hu Shiheng suddenly realized, "I asked why I joined VIP for free cycling and gave me so many garbage cycling coupons?"

The reason why it is said to be garbage is that even cycling vouchers have an attribute called validity period. The validity period is shorter than his VIP time, which is useless to him. Hu Shiheng slightly imagined that if he was a little white-collar worker, eating simple meals from convenience stores and drinking Luckin's coffee every day, this created a need for him to be noticed in the company, and it would be very respectful to help his colleagues take advantage of this free riding.

In fact, Ele.me Meituan coupons are not completely thrown into strangers. Sometimes people in Hu Shiheng's company's group go to dinner to ask for sharing. It's better to just touch one piece and save two yuan, which is better than a coupon. This social relationship has faintly emerged.

But he had to admit that Xiaokang's adjustments were more targeted. When Milestone 4 turned on this function, this function might become a hot topic of sharing on WeChat. Many people who thought that cycling coupons were garbage at the beginning might not be enough or enjoyable in the future.

How to say this function... Hu Shiheng thought of Chu Yuanxi's strategy of counterattacking social networking, and found that it was really not suitable to appear too early. Mileage 3 appeared, the store had not been launched on a large scale, and other first-tier cities did not have a well-off bicycle, so it could not form a social scale at all, and it would only make WeChat notice.

"By the way, Xiao Chu, I heard you talk about the 'user mind' several times just now. It seems that Jack Ma talks about the core concept of new retail, which is this user mind?"

"No, no!" Chu Yuanxi was shocked, "Jack Man is called 'robbing' the user's mind, it's not the same as me."

The so-called "grabbing the minds of users" is translated as brainwashing users, such as making young people believe that microfinance is a good thing, and then it is convenient to promote "inclusive" finance.

Not only Alibaba, almost all people with Internet thinking in the Great Heavenly Kingdom are engaged in inclusive finance. One is actually consumer finance, which is micro-loans for young people.

Therefore, some companies firmly change their name to "xx mathematics". When they want to make money, they are financial companies, and when they want to be regulated, they are technology companies. Then the interest rate of lending is hidden in the handling fee, head-cutting interest and repayment frequency through packaging, and some even have to force repayment insurance to purchase. In short, college students who have studied advanced mathematics cannot calculate how high the real annualized loan interest rate is. It is very mathematical and very scientific.

These technology giants who are well versed in human nature use big data to arm themselves to their teeth. Through algorithms and scenarios, they will always deliver the products they want to buy to users who yearn for beauty but are weak-willed. Those who are blindly short-sighted will be promoted to micro-loan products, and make people think that the loan interest rate is very low.

"Hey, you can't say that, it's too extreme!" Hu Shiheng heard Chu Yuanxi complain, thinking that Chu Yuanxi was still very idealistic, don't you do it? I see if you shout it's so good at that time? Inclusive finance is so powerful that people who have never tasted the sweetness will remain indifferent. "You have to know that those companies have accumulated a lot of traffic and data, and if they don't cash, they will be wasted."

"You look down on them too much." Chu Yuanxi shook his head calmly, "They invested microfinance advertisements on Douyin and WeChat Moments. How expensive are the advertising fees of these channels? Why do you have to invest? Because you have found a methodology and you have to earn money from external traffic. This is their business, and it is definitely not to monetize your own traffic."

"Okay, let's not mention them." Hu Shiheng quickly ended this topic that easily destroys the atmosphere, saying that Chu Yuanxi pretended not to be a Virgin, it had no impact on Xiaokang's current plan anyway. "For the last small question, Sister Xu told me about your Weishi strategy. I was curious about one thing. Suppose you are a Penguin executive responsible for Weishi, how do you adjust the tone of the platform?"

Chu Yuanxi didn't react for a moment. Seeing Hu Shiheng standing up and preparing to leave, he said while sending out: "I, why do I need to adjust the platform tone of Weishi?"

"Aren't you going to create short videos for gaming and short videos for sinking users and middle-aged and elderly people?"

"Yes, I'll do functions, such as live video recording and fast intelligent editing, to provide an environment for these up owners."

Hu Shiheng found that Chu Yuanxi didn't understand his problem, so he simply said: "No, I mean, there are actually quite a lot of short videos, but they have basically become local video platforms. Your functions can't stop those who upload cooking videos, right?"

"Are you talking about this? It's too simple hahahaha-" Chu Yuanxi smiled, "I call this kind of video that destroys the platform's tone a viral video. It's impossible to adjust it if it's not possible."

Sending Hu Shiheng away is considered a long breath. The funding issue may be a problem in the long run, but there should be no problem in the short term. At least it is enough to survive Mileage 4. If it is not enough, then another round of A+ round. Of course, the best situation is that Mileage 4 has a great effect, and it directly increases the valuation in round A.

However, the valuation of 3 billion yuan in the A round is a bit weak. Unless Mileage 4 can get about 20 million users, it is estimated that investors will be exploding if they mention the valuation, but this difficulty is almost at the Mount Everest level.

But it is not easy to deal with 20 million users. Only pyramid schemes have such high fission capabilities.

The next step is to "help" Zhao Jie start to reorganize Baren Games and formulate corporate strategies for him. However, there are also headaches in this matter, mainly because Zhao Jie is not a handsome guy.

Zhao Jie is a hardcore Chu Yuanxi. He is quite familiar with him and is still skilled in technology. I guess he can understand the market now, but it is almost blank in business.

Previously, Baren Games, as a branch, only needed execution ability, and of course it could have its own ideas, but it was not the main one. So Zhao Jie had no problem with CEO, it was nothing more than managing a project team to managing a large project team + multiple small project teams.

However, for the purpose of selling, Nabaren Game itself must be an independent enterprise. It will not be affected at all and can be perfectly cut. From the company structure, Chu Yuanxi can adjust it, but how can the leaders solve this problem? The most serious problem among the historical problems of Baren Group is that it lacks talent reserves, not enough front-line talents, but management talents.

Yang Jiangang has already practiced a little bit now, but even if he can be transferred to become the boss of Baren Games, it will probably be difficult, let alone unable to adjust it.

After all, Baren Games’ goal is to sell it at a price of about 30 billion, so there must be a big boss who can hold up to a scale of 30 billion. Zhao Jie is not like a king, and no matter how he looks, he doesn’t look like a big boss of 30 billion. Who can buy it if he throws it out?

The price of 30 billion is actually not outrageous, and there is still a lot of room for upward adjustment. You should know that when Penguin acquired Supercell, it was priced at over 10 billion, and Supercell was only four games at that time, and its product line was just beginning to take shape.

I have to admit that supercell's technology, especially server technology, is indeed good, but Baren Games wants to do half of it, so the goal is not too much, right?
Chapter completed!