Top of the big era

Boss Ma insisted: "The time is almost here. Now that we are operating, it will probably take three or four months to complete the integration of Didi and Kuaidi. The money from Baidu and LeTV has already been invested, and there is no point in withdrawing it." It’s very possible. The two billions of dollars will definitely be invested in the online ride-hailing market.”

The online ride-hailing market is like a big plate.

No matter who invests money, they can make this big market bigger.

The more hot money, the better it is for the industry.

According to Boss Ma's analysis, it has basically reached its peak now.

With Baidu investing US$600 million and LeTV investing US$700 million, the hot money from outside is basically gone. With the strength of Baidu and LeTV, it is really difficult to get them to invest more money. If the online ride-hailing business wants to grow bigger, it can only rely on Alibaba and Ziweixing to continue to invest money.

This is no longer necessary.

Not affordable.

It is the most beneficial choice for the two companies to merge, close the network in a timely manner, and then consolidate this large market that has been built up by the joint efforts of all parties.

Zhou Buqi was a little worried, "I think we should wait a few more months until Uber and Yiduo's momentum has slowed down before taking action. Now they have just received hundreds of millions of dollars in financing, their morale is high, and they want to do something big." It’s one game.”

Boss Ma said amusedly: "What are you doing? Are you still afraid of them?"

"I'm afraid of alerting the enemy." Zhou Buqi shook his head, "The online car-hailing business is not easy. After they got the money, they felt the limitations after working for a few months. When the situation goes down, we will take action again, and they want to rise up. There is no effort to fight back.”

"Counterattack?" Boss Ma snorted, "What are they using to fight back? Online ride-hailing is the payment entrance! What payment tools do they have? Alipay and WeChat Pay account for 90% of the mobile payment market!"

"Um."

"Behind Alipay is the e-commerce industry, and behind WeChat Pay is mobile social networking. It is difficult for both parties to defeat the other in their respective fields. This means that Alipay and WeChat Pay will inevitably coexist for a long time. The online ride-hailing industry is too money-burning. If it continues, it will not be beneficial to both parties. It is better to stop immediately and share the traffic entrance of the online car-hailing service."

"Where's the penguin?"

Zhou Buqi felt that Boss Ma was really arrogant now and no one took him seriously.

Boss Ma said nonchalantly: "Quidi's market share has widened the gap with Didi and Kuidi. The share of QQ payment is also far lower than that of Alipay and WeChat payment. Don't pay too much attention, their ending is the same as that of Uber , there won’t be any difference there.”

Zhou Buqi glanced at him, "What if they cooperate?"

"ah?"

Boss Ma was slightly startled.

Zhou Buqi said: "If we promote the merger of Didi and Kuaidi now, it will give the market a very clear signal of integration. By then, Kuaidi, Yidao and Uber will all feel the swallowing effect brought about by the integration of giants. . In order to combat this engulfing effect, the three of them are also likely to stay together and integrate.”

Boss Ma nodded and said solemnly, "Well, it's possible."

Zhou Buqi said: "If the three of them integrate, it will be quite troublesome. They are also very rich, and when the time comes... it may have an impact on our ecological layout. The two giants competing for hegemony in the online car-hailing market are... It’s nothing, I’m afraid that the other party will rely on the traffic entrance of online car-hailing to increase the market share of QQ Pay.”

"The industry is in chaos now, and the payment tools are mainly Alipay and WeChat Pay. More convenient payment tools can occupy a more advantageous position." Boss Ma said thoughtfully, "Once the online ride-hailing industry is integrated, there will be With the two giants competing for hegemony, and Alipay and WeChat Pay on the same side, it is easy to create opportunities for another payment tool. ” ˆ ˆ ˆ Because of the emergence of Zhoubuqi, the current domestic online ride-hailing industry is different from the previous one. Big difference.

Not only is there an additional competitor in the industry, but there is an additional competitive ecosystem.

This makes industry competition more complex.

Changes in the industry will create more possibilities.

At this time in the previous life, Didi and Kuaidi had already begun to promote the merger, and then began to close the network to unify the online ride-hailing market. But the current situation is different, and there are more volatile and unstable factors.

Zhou Buqi said very cautiously: "As you said, QQ Pay has no hope now, but don't create another opportunity for them because of our mess. Maybe Penguin is waiting there, just wait. We are making mistakes.”

"That makes sense."

Boss Ma is also aware of the risks.

Since Alibaba went public, his vision has changed. He is no longer satisfied with Alibaba as a company, and has set his sights on various industries. Not only does he want to replace Mr. Liu as the chairman of the Entrepreneur Club and become the leader of the domestic entrepreneur group, but he also always wants to provide guidance to all walks of life.

Having the final word on the online ride-hailing industry is very attractive to him.

Zhou Buqi also noticed it and said with a smile: "You have the final say on how to do it. I just want to make an opinion. I think it's better to wait. Now Yidao and Uber have received 670 million yuan. US dollars, such a large amount of money, will have a great impact on the market. It is best not to alert others and let them develop step by step and burn money in the market. After a few months, they will have almost spent the money. , If the three parties want to cooperate, they will have no money. As you said, it will be difficult for Baidu and LeTV to have the financial resources to invest again. "

Boss Ma said: "Don't worry about Baidu. Baidu has just announced that it has 40 billion on its account and will use 20 billion to make Baidu Nuomi. This means that Baidu's investment in Uber will hardly have subsequent financial resources. . There is no need to worry about LeTV, it is more difficult for them to raise funds.”

Zhou Buqi analyzed: "So don't worry, let them burn money. If it causes changes in the market now, makes them panic, and then really promotes the merger of Yidao, Sudi, and Uber, the three parties will join forces." Together, we can raise US$2 billion, which is too strong and too threatening.”

"Then just wait." Boss Ma recognized his idea and then laughed, "You've thought it through quite well! Tell me, do you have a more complete plan?"

Zhou Buqi said: "Baidu is investing in Uber China."

"ah?"

Boss Ma didn't understand what he meant.

Zhou Buqi smiled and said: "Uber China and Uber are two companies. Uber China is a subsidiary of Uber, and Uber is just the major shareholder of Uber China."

Boss Ma was a little confused, "Why are you talking about this?"

Zhou Buqi said: "I have no influence on Uber China. Baidu may have more say. However, I invested in Uber when it first started. I even have a board member in Uber." Seats. When Uber loses confidence in the domestic market, it can play a certain role at the most critical time.”

"real?"

Boss Ma's eyes lit up.

Zhou Buqi said calmly: "Behind Alipay is e-commerce, and behind WeChat Pay is social networking. Both parties have monopoly industry status and their own territories. As you said, it is difficult for each to defeat the other. Now Our common interest is to prevent a third major payment platform from emerging to compete with us. It is the common goal of both parties to prevent QQ Payment from becoming bigger and stronger.”