Ordinary Road 2010

"It's a pity that my literary quality is average, and I can't prepare to describe the feeling in my heart."

"Later, Bao Fan - you will know this sooner or later and it doesn't matter if you say it - he was the financial advisor and middleman of this transaction. He said something jokingly during the adjournment, but I think it is very appropriate to describe it. .”

"BAT is like a fairy in the sky, watching the fights in the world."

Chapter 472 It's Not Scientific

In January 2015, the entire technology industry was full of excitement.

Among them, the one thing that has the most relationship with Lin Yi is that he spent a lot of energy trying to stop it, but in the end he could only watch it happen. Naturally, the official announcement of the merger between Tudu Taxi and Kuaidu Taxi.

For Lin Yi, if there is any proof that his appearance had an impact on this matter, it may be that the two parties did not choose to announce the merger on Valentine's Day this time, but moved it forward to late January.

Judging from this time, they should have announced it immediately after negotiating the conditions, and did not pick a date for this merger to make a marketing event.

Lin Yi didn't know what the conditions for the merger between Dudu and Kuaidu had been negotiated, but judging from the fact that the process lasted at least three weeks, even with the decree of the two bosses, the negotiation would definitely not go smoothly.

As for the conditions I gave to Lu Chuanwei, at most they were used as bargaining chips at the negotiating table with Dudu. Anyway, Wanli Travel has never been able to sit on that table.

Before Lin Yi and Liu Jianni left that day, Lu Chuanwei told him with emotion, "If Kuaidi Taxi bought Dahuangfeng back then, I don't know if the result would be different."

This sounds especially like Xiang Yu Wujiang said when he slayed himself, "Heaven wants to kill me, it is not a crime of war", which belongs to forcible respect.

Lin Yi really wanted to say "no", but he still didn't do such a boring thing.

Although this incident happened very suddenly and unexpectedly, causing Lu Chuanwei to become dispirited, Lin Yi has not lost his fighting spirit yet.

He's still working on it.

Thinking of the sentence "BAT is a god in the sky", the best way Lin Yi could come up with was to go back to Beijing and go to Xiongchang to ask Li Luobin for help.

To be fair, Xiongchang and Li Robin himself have been very supportive of Wanli travel so far, but he did not readily agree this time.

"Lin Yi, although I really want to help you with this matter, I can't intervene in the affairs of Factory A and Goose Factory. What do you want me to do?"

"I want a chance to propose to Ma Jack the merger plan of Wanli Travel and Kuaidu Taxi, and I guarantee that it will be better than Dudu's."

Li Robin neither asked about his merger plan, nor questioned how he would guarantee it, but said with a look of embarrassment:

"Lin Yi, how can I tell Ma Jie about this matter in my capacity? I'm afraid this matter is not as easy as you think."

"The problem that Wanli Travel is facing is indeed very difficult, but I think Tutu Taxi has been inferior to Wanli Travel for almost the whole year before, but it has not fallen behind. Is there any other solution to this matter? ?”

Lin Yi knew that Li Luobin's character was more tactful, so he had already categorically rejected Lin Yi's request by saying so.

Sadly, but also to be expected.

Of course, Xiongchang's support for Wanli Travel and Lin Yi is not unlimited, and in Li Luobin's opinion, even if he intervenes, nothing will change.

If there was a chance to meet Jack Chen, Lin Yi would be willing to go even if he wanted to humiliate himself, but Li Robin obviously didn't think so.

Lin Yixin complained that Li Luobin's character was too meek, and he was not open enough.

That is to say, he was born early, and the timing of his position in the Internet industry was just right. If he were to start a business now, he would have died eight hundred times.

No matter what, after all, Li Luobin was his benefactor and not his subordinate. Lin Yi had no way to force him to do things, and Wanli Travel had no other way to stop him, so the unwanted result still happened.

This is not finished.

There were other major events in the industry in January, and to make matters worse, it is still not good news for Wanli travel.

Uber, which just showed its big face last month, made news again, announcing that it raised $16 billion from Goldman Sachs through convertible bonds.

16 billion!

Lin Yi couldn't help complaining: "When Liu Qing was still at Goldman Sachs, he came over to fool us, saying that Goldman Sachs was willing to invest 20 billion US dollars in the taxi-hailing industry to cultivate the market."

"It turns out that she didn't just talk about it. Goldman Sachs really prepared the money, but it's a pity that it wasn't prepared for us."

Several partners who have traveled thousands of miles have felt that Lin Yi has been swearing more and more recently, which may be a manifestation of his mental state.

“Uber去年12月融资18亿美元，今年1月份又融资16亿美元，也就是说两个月内他们的现金储备已经增加了34亿美元。”

"He doesn't have to worry about money anymore, how will he spend it next?"

"Kalanick couldn't have had a better story to tell investors than investing in this huge market."

Considering the urgency of this matter, Lin Yi's words can't even be called a prophecy.

Although Uber is rich, it also has a big business. In fact, what makes him extremely nervous is that the last round of financing of Dudu and Kuaidu was 7 million and 6 million respectively.

Although several months have passed, none of the three companies had fought a big battle before, which means that the bulk of the money is now in the hands of Cheng Wei, which has clearly exceeded the 8 million US dollars for Wanli Travel.

Thinking of this, he couldn't sleep at night. Recently, he has been discussing with Liu Jianni almost every day about the next round of financing, trying his best to imagine the countermeasures Wanli Travel should adopt under every situation change.

But Lin Yi wasn't the only one frustrated.

The situation in the entrepreneurial circle is changing too fast. Lin Yi’s friend, Every Tuan Wang Xing, also announced a $7 million D round of financing this month.

Logically speaking, it should be good news, but things need to be seen in combination.

Almost at the same time, Zhang Xuhao, who was Lin Yi’s old opponent at the casual food delivery network and is still stubbornly fighting against each group, announced that Are You Hungry has completed the E-round financing with an amount of 3.5 million US dollars.

It sounds like there are only half of each regiment, isn't that a great advantage?

Accounts are not calculated in this way, because the opponents of each group are not only the hungry family, its main business is group buying.

The amount of financing in the last round of the two parties can be used as a reference. At that time, the financing of each group was 3 million U.S. dollars, while Hungry Me only had 8000 million U.S. dollars.

Sure enough, Dianping, another of the group-buying duo, appeared in the financing list of Ele.me. The others are Goose Factory, Dog Factory, and Hongshan Capital.

Anyone with a little understanding of Jianghu grievances can tell at a glance that they are all the main force of the Goose Factory.

In other words, the essence of this round of financing for Are you hungry is that the goose factory department will use its best efforts to support the food delivery market to encircle and suppress every group of the A factory department.

Lin Yi didn't have much sympathy for Wang Xing, the only thing he felt particularly uncomfortable about was:

Mingming Goose Factory and Factory A are already at odds with each other, why can they still reach an agreement on the merger of Dudu and Kuaidu!

This unscientific!

Could it be that Liu Qianjin's energy is really so unfathomable that the two horse bosses who are almost at odds with each other hold their noses and shake hands to make peace, and personally lift her sedan chair?

Chapter 473 Dark Forest

"You are too extreme."

Wang Xing pointed out as if he had experienced it, "The most important thing in making a decision is to keep calm at all times, and don't let your emotions affect your judgment."

Lin Yi is now in the office of each regiment, because the situation with the regiment seems to be not going well with the recent trip of thousands of miles, so he came to visit.

And it was almost the end of the year, and it was originally a matter of connecting with each other. Since the last "candid meeting", the two of them have gotten to know each other a lot.

"You said it lightly, then tell me why Goose Factory and A Factory are fighting to death with you, but they can settle their differences when they come to me?"

Wang Xing did not refuse, he was not simply satisfying his own curiosity and helping Lin Yi sum up his lessons, but he was also comparing his own practice.

"In the matter of merging Kuaidu, you said you made two mistakes."

"The first point is that you didn't find the right person. You think that Lu Chuanwei is the best breakthrough, so you use your brains on him, but you ignore the high-level line. Not knowing Ma Jack is not an excuse, because it depends on human effort."

"The second point is that you lost the best opportunity. If Lu Chuanwei had given up on Kuaidu earlier, maybe you still have a chance."

"But he actually decided to give up because he gave up on Factory A. However, Factory A also gave up on him at the same time. At that time, Ma Jieke should have thought about it."

"These analyzes are not wrong. Since you can understand these two points, why don't you understand why Goose Factory and A Factory can cooperate?"

Lin Yi arched his hands: "Please give me more advice."

"First, before the subsidy war, Cheng Wei's tuk-tuk taxi has always been the leader in the industry, but in this accident that no one expected, it was inferior to thousands of miles of travel. How could Goose Factory have no idea?"

"Secondly, factory A has lost patience with the long-term lack of improvement in Kuaidi Taxi. I think the previous round of financing is a signal for mergers."

"You think that Factory A offered 6 million US dollars to support Kuaidu taxis for the sake of face. In fact, they are ready to use this amount as a bargaining chip in negotiations. Unfortunately, at that time, your thoughts were all on Lu Chuanwei."

"These two points are their respective internal reasons. The external reason is that Uber's historic financing results are too scary, 34 billion U.S. dollars in two months. Everyone realizes that only cooperation can have a way out."

"With these conditions, the next step is Cheng Wei and Liu Qing running back and forth. Cheng Wei is an old subordinate of Factory A. Liu Qing's family background and former Goldman Sachs banker status may be useful conditions, but they are certainly not sufficient. condition."

Wang Xing is a smart person, but it doesn't mean that Lin Yi couldn't think of these reasons.

However, he admitted that the merger of Kuaidu by Dudu made him feel very frustrated, so he briefly lost his mental balance.

Lin Yi originally wanted to take advantage of Dongfeng's merger with Kuaidu to completely get rid of Dudu Taxi, so that the road ahead can only be followed by the experience of his previous life.

Now, he has finally entered the unknown dark forest and has to face infinite variables.

"The taxi-hailing industry is really evil. At the beginning, Dudu, Kuaidu and Dahuangfeng competed for each other. After I merged with Dahuangfeng, the media called it Three Kingdoms 2.0."

"Later, Uber came from the United States, and it didn't make a big fight. Dudu merged Kuaidu, and there were three more companies left. Now some people say that the industry has entered the 3.0 era."

"But nothing seems to have changed."

Lin Yi complained ruthlessly, but nothing changed, and he suddenly became the poorest of the three families again.

Seeing him like this, Wang Xing knew that Lin Yi had adjusted, so he stopped giving advice, but asked with interest:

"Then what new preparations do you have for this 3.0 era? To be honest, the competition in the ride-hailing industry is too rough. If you blindly use subsidies to fight consumption, then your current financial resources are very dangerous."

Lin Yi naturally had some ideas. He came to Wang Xing today not just for small talk, but as part of his plan for the next stage.

This person is important.

He didn't have any psychological burden for calculating Wang Xing, because he didn't intend to be deceived, and some things were about to happen.

Now the time has not come, so he didn't say much, but just asked:

"Subsidies are very rough, but it is unavoidable when everyone burns money. I know you always think that each group does not rely on more money to kill, but if each group can really avoid vulgarity, you need so much to raise 7 million U.S. dollars What is the money for?"

We must know that Zhang Leisai of Gaoling Capital gave Dong Ge a sum of money to build logistics infrastructure all over the country, and established the unique moat of the dog factory with distribution efficiency. How much was the price?

Only $3 million.

In fact, the increasing amount of financing in the IT industry does not mean technological progress or leading business models. It is purely a way for these funds to find a way out in a booming market and hot money.

It sounds advanced, but the principle is no different from real estate speculation.

Enterprises have obtained funds to become unicorns, entrepreneurs inflated their valuations to achieve wealth freedom, venture capital institutions rely on the floating profits on their books to charge high management fees with peace of mind, and can continue to go out and fool the rich.

Win, win more, win big!

Wang Xing did not refute Lin Yi's words, but emphasized: "The situation of each group is very different from that of Wanli Travel. Those who think that this round of financing of each group failed are obviously laymen."

"Because each group still firmly maintains its leading market share advantage, and its valuation has always far surpassed Dianping and Are you hungry. If each group needs it, it can get more financing at any time."

"In other words, the reason why Dianping and Are you hungry can get so much money is because they are only worth so much money, and each group only gets so much money because we only need so much money."

"The advantage of each group in business is unshakable. Let's say that each group is a company, and Dianping and Are you hungry are two companies, and the synergy effect is incomparable."

This sounded a little pretentious, but Lin Yi knew it wasn't a lie, so he found it a little funny:

"Xiongchang, you never mention it."

After Li Luobin won Nuomi, he launched Xiongchang Takeaway under Lin Yi's suggestion, and now he is almost in line with every group.

Wang Xing commented casually: "BAT is of course a giant, but the big company's disease is also obvious. I don't think Xiongchang will be too competitive if it goes directly to the market."

The guy's tone was quite relaxed.

However, Lin Yi had no intention of rectifying the name of his benefactor, he asked very suddenly: "I heard that each group had discussed the merger with Xiongchang?"

Wang Xing was not surprised, he thought Lin Yi heard the news from Xiongchang.

"There is such a thing, but Li Robin cares about their respective valuations for a while, and is reluctant to control the power for a while. This matter is considered a blow, and as far as I know, Xiongchang and Dianping have also discussed it."

"Now that Xiongchang operates and invests on its own, it is obvious that it does not intend to take this path. In the short term, the industry structure will be the same as that of taxi-hailing software, with three pillars."

"good very good."

Lin Yi asked another question: "Have you discussed it with Dianping?"

Chapter 474 You Don't Know Me

Lin Yi's Spring Festival this year is very different from last year.

Last year, because the subsidy war was tense, his time at home was very short, and he basically didn't feel the atmosphere of this new year's festival.

This year, he spends more time at home, but the pressure in his heart continues unabated, because last year the situation was tight but travel took advantage, but this year he lags behind.

Of course, although Lin Yi repeatedly stressed the tension within the company, it was not to the point where the world was turned upside down overnight, and the work had to be done slowly.

In January, in addition to the explosive news of merging Kuaidu, Dudu also launched a new business called Dudu Taxi Enterprise Edition.