Top of the big era

Shen Napeng can be called the most successful tycoon in the domestic investment field. He is much more professional than Zhou Buqi. There are actually many opportunities for cooperation between the two parties.

Shen Napeng is the person in charge of Sequoia China. Sequoia China Capital is not a subsidiary of Sequoia Capital. It is not an affiliation, but a partnership, which is equivalent to a joint venture. Half of it is held in U.S. dollars from Sequoia Capital, and the other half is funds raised from domestic sources. It is a typical dual-currency fund with great power.

If Sequoia China invests in a project, it will not only promote the development of the project domestically, but if the potential of the project is large enough, it will even have the resources to promote its overseas development.

Zhoubuqi's industry resources also cover domestic and foreign countries, and they have a lot in common.

While having lunch, Shen Nanpeng suddenly mentioned another industry, "Are you also paying attention to the automobile industry?"

"No."

Zhou Buqi shook his head.

Shen Nanpeng smiled and said, "Didn't you invest in Tesla?"

Zhou Buqi said: "That's just investment. Rather than investing in this company, it's better to invest in Musk. That's a lunatic. It's quite interesting."

Shen Nanpeng said: "This is also related to the Internet."

"Um?"

“New energy vehicles are ‘Internet + cars’.”

"This seems really different."

With the vigorous development of the mobile Internet field in China, driven by the creativity of domestic entrepreneurs, the hot trend of "Internet +" has emerged in the country.

From this point of view alone, it is definitely ahead of the world.

However, this can also easily lead to misunderstandings and lead to the abuse of “Internet+”.

"Internet +" in the conventional sense is to empower traditional industries through the Internet. This empowerment... often has a strong attribute of occupying the magpie's nest.

That is, the Internet will devour the original industry and have absolute say.

For example, "Internet + camera", once this industry is launched, Internet companies that play a platform role will be at the core, and camera manufacturers will be subject to everything.

A very important reason is that the camera is simple to manufacture.

Nothing technical.

Just find a few foundries to produce it.

But cars are different.

This is not a small commodity. It has extreme requirements for product quality and product performance. It is not as easy as OEM mobile phones, cameras, water heaters, humidifiers, etc. Even if there is a small problem with such products, it does not matter. They have the most users. Just a few curse words.

Cars are no good. Driving safety is even directly related to the life of the user, and absolutely cannot be compromised.

If something happens, just spend money to ward off the disaster and pay hush money, and rely on this mode of controlling public opinion to improve the safety of cars. This kind of unconscionable thing is unacceptable.

Zhou Buqi said: "Cars must be product-led, not platform-led. Unless one day the production and manufacturing process of cars are ruined, and producing a top-level car is as easy as assembling a high-performance computer, will it be possible?" It is the turn of Internet platforms to dominate automobiles.”

Shen Nanpeng's point of view seems to be different. "The production process of automobiles is indeed very complicated, but to say how difficult it is... that is not necessarily the case. After the domestic automobile manufacturing restrictions were relaxed, the domestic private automobile industry has also been well improved. Development. Many cars are only manufactured but lack brands."

Zhou Buqi said amusedly: "What do you mean?"

Shen Nanpeng said: "Does Ziweixing not plan to participate? Even if Ziweixing does not participate, it can completely rely on the channels and promotion effects of the Internet to create a new brand and integrate those automotive industry lines that only have manufacturing but no brands. "

"Well……"

Zhou Buqi really didn't know what to say.

This sounds so familiar!

Isn't this the idea of ​​​​the Internet of Things that he told Lei Jun before the Spring Festival. The domestic manufacturing industry is very strong, and many products are actually excellent. However, it lacks a strong and competitive brand, so it has been unable to open the market.

If Xiaomi provides design and branding for these manufacturing factories, and Ziweixing provides marketing and channels, there is every hope that these manufacturing factories on the edge of the industry will be stimulated and revitalized.

But there is a big premise.

What Zhou Buqi suggested Lei Jun do were all very simple things, such as smart door locks, driving recorders, hair dryers, microwave ovens, vacuum cleaners and the like.

Cars are completely different.

Shen Nanpeng said: "I have been paying attention to industry trends, and Google released a very shocking news, saying that Google's self-driving car has traveled 200,000 kilometers, and has applied for and obtained a number of related patents."

Zhou Buqi nodded, "I know. Last year, I rode in Google's self-driving car with Larry Page and experienced it. It was pretty good."

"This may be a sign." Shen Nanpeng was an Internet entrepreneur before investing. He founded Ctrip. People in the industry generally admire Google and said, "If there were only Tesla, there might be It’s nothing, but Google is taking action, and the era of smart cars may really be coming.”

Zhou Buqi said: "Smartphones, smart TVs, smart homes, smart door locks are all based on a set of logic, but smart cars are not the same."

Shen Nanpeng said: "Musk seems to have said many times that Tesla is not a car company."

"He's talking about the future of Tesla." Zhou Buqi shook his head. He knew this very well. "The core mission of Tesla now is to build cars and build the world's top cars. Build the best cars in the world." Cars are the foundation. Only when cars are built well can we rely on the Internet to empower us in the future and show greater competitiveness in the market. Without a foundation, it is all a castle in the air."

Of course, Shen Napeng also respected his point of view and frowned slightly, "Are you not optimistic about this industry?"

Zhou Buqi smiled and said: "I'm optimistic about it, and very optimistic about it. Internet cars, no matter who takes the lead, are all related to the Internet. In this era, the only two big countries that can play well with the Internet are China and the United States."

"indeed."

"Toyota, Honda, BMW, and Mercedes-Benz, these traditional car companies have world-class car manufacturing capabilities, but if they are combined with the Internet, they do not have this ability. Not only them, but American car companies are also in trouble, such as Ford and Cadillac. It’s too far away from Silicon Valley, and it’s a waste of time.”

"So in the end we have to move closer to the Internet."

Shen Nanpeng smiled. In this judgment, he and Zhou Buqi were consistent.

Zhou Buqi said: "The future is the era of artificial intelligence, autonomous driving... Even without autonomous driving, a powerful Internet of Vehicles system is an indispensable link. Traditional car companies cannot do this well. However, that is the future, Not now. Only when building a car is as easy as building a mobile phone can the Internet play a decisive role."

Shen Nanpeng was a little surprised, "Won't Ziweixing know how to lay out the layout? If nothing else, just talking about autonomous driving, few companies in the world can do it, and traditional car companies don't even have to consider it. Google is doing it, and Tesla is doing it. Do it, but looking at the domestic market, it seems that only Ziweixing has the qualifications. I think you should do it."