Director Ma frowned slightly: "Amap's nearly free model not only killed Baidu Navigation, but also killed Tencent Navigation, which we have not yet launched!"
Originally, Chairman Ma planned to acquire Baidu Navigation for one billion, merge SOSO Map and NavInfo's new underlying map, and launch Tencent Navigation!
Currently, maps are free, but navigation is paid.
Coupled with 600 million QQ users, Tencent Navigation will surely grow in size quickly and make a lot of money!
The billion spent on acquiring Baidu Navigation can be earned back in less than three years.
But now, Wang Yi just flips the table, navigation is almost free, makes no money at all, and keeps burning money, so how can he still be a Mao?
If it were not for the strategic security of the underlying map, Chairman Ma would have given up the map and navigation business directly!
Zhang Long also let out a long sigh: "That's not all. The emergence of Changchat has also dimmed WeChat's originally brilliant future. Let's be honest, this guy Wang Yi is here for our Tencent!"
In the previous life, WeChat developed to version 0, with powerful functions and more than 1.3 billion monthly active users worldwide. It was truly invincible.
But the current WeChat has just started and has only developed to version 0. It does not even have a friend circle function. The total number of users is only 70 million, and the monthly active users are only 40 million.
To put it bluntly, WeChat is still in the pioneering stage and is very immature. More than 90% of the people in the country have never heard of WeChat. It is not invincible.
Wang Yi launched Changchat at this time, and made WeChat 0’s circle of friends, WeChat 0’s nearby food, nearby travel and other functions in advance. It is equivalent to using WeChat version 0 to compete with the current WeChat version 0, which is naturally very easy.
It's like using Han Li at the core-building stage to fight Han Li at the foundation-building stage, there's no pressure at all.
It is precisely because of this that both Ma Dong and Zhang Long felt faced with the emergence of Changchao.
Especially the linkage with Gaode Navigation cashback, it is simply invincible!
In the free era, everyone thinks that Amap Navigation is just a small software and not worth mentioning.
But in the current era of paid navigation, Amap Navigation is crucial to users.
Whether you are a car owner or someone who often goes out for fun, navigation is a necessity!
I simply cannot refuse the 150 yuan permanent free navigation from Amap, nor can I refuse the cashback event, so I will definitely become a Changchao user.
And Changchao has been linked with the game gift packages of "Defend Youzi" and "Happy Xiaoxiaole", attracting hundreds of millions of game users!
Coupled with the built-in chat function of Xingyi mobile phone and the fans of Xingyi Technology, some more users can be added.
If Meiyou diverts traffic, it can also attract many female users to use Chat!
So many buffs are superimposed, it’s just cheating!
Changchao and Gaode want to be popular or not, it won’t work!
Of course, WeChat also has QQ to attract traffic, but unfortunately this has both advantages and disadvantages.
In the previous life, WeChat was initially deeply bound to QQ accounts and directly imported QQ friends with one click.
But later it was discovered that this feature caused trouble to many people.
In its simplest form, WeChat is for socializing with acquaintances, and privacy is very important.
Some QQ friends who have not been in contact for many years are no longer familiar with each other and do not want the other party to add their WeChat account to know their current life situation.
But it's a pity that the other party imported QQ friends with one click and actively added them. It's embarrassing to refuse, and it's uncomfortable not to refuse...
Especially those who are doing very well, and they don’t want to add ordinary classmates who have not been in contact with them for many years on WeChat.
It's not that I'm indifferent, it's just that some classmates I haven't contacted for many years, plus WeChat is just borrowing money and asking for help, which is still not easy to do, which is annoying for everyone...
It is precisely for this reason that many years after the previous life, WeChat launched QQ Unbinding, canceling the function of adding QQ friends with one click and returning to mobile phone number binding!
And the current chat is directly to bind the mobile phone number + the user registers the account himself.
This is true even for Meiyou.
One mobile number, all logged in.
Even if the mobile phone number is no longer used, you can unbind it through account and password verification and change to a new mobile phone number.
Ma Dong nodded: "No need to doubt, Wang Yi is here for our Goose Factory! This guy has the courage to fight Baidu while attacking social networking. It's really good! Lao Zhang, social networking is our base camp, this time
Game, we can’t lose!”
Zhang Long responded solemnly: "Okay, I will start a mobilization meeting right now and ask the WeChat business department to work overtime to create a circle of friends first, as well as surrounding tours and surrounding food. As for the map, it depends on the acquisition of Baidu Navigation...
"
Director Ma looked out the window, a little worried: "Even if I accept Baidu Navigation and use WeChat to create a circle of friends, surrounding food, and surrounding travel, I am still lagging behind Changchao, and I am still being led by Changchao."
"This..." Zhang Long was silent.
Yes, these functions are now available on Changchat.
WeChat is working overtime to catch up and test, and it will take at least a month to launch the circle of friends function.
As for peripheral travel and surrounding food, it involves map POI and navigation issues. Even if Baidu Navigation is acquired, integrating resources will take time, and it will take two or three months at the fastest.
WeChat followed Changchao and completely fell behind.
More importantly, Changchao will definitely continue to iteratively upgrade and launch other more powerful new features!
What will happen to WeChat then? Continue to copy?
If you are completely led by Changchao, that's the end of it!
But in the current situation, there is no other way.
Ma Dong also thought about this situation clearly and patted Zhang Long on the shoulder:
"Don't think too much, lead the people to fight first, and for the rest, just take one step at a time and wait and see."
"good!"
At this time, there was a knock on the door, and the secretary walked in: "Chairman, after Xingyi Technology announced 200 yuan of permanent free navigation, NavInfo's stock price fell to the limit in just three minutes!"
Ma Dong's mouth twitched: "..."
Zhang Long also fell silent: "..."
The navigation field has been severely hit by Amap, WeChat has been stolen by Changchao, and now even NavInfo, which bought shares at a 50% premium, has dropped to its limit.
It’s true that misfortunes never come singly!
Ma Dong waved his hand: "Okay, I understand, you can go down."
"Yes!" After the secretary stepped back, Ma Dong sighed:
"The first wave of influence caused by Wang Yi's flipping of the table began to spread. NavInfo was the first to fall by the limit, and it was the kind that would never come back up. There would even be several lower limits in the future!"
Zhang Long nodded: "With 150 yuan of permanent free navigation in Amap, NavInfo has indeed had a great impact. It dropped by 10% in one day, and in a few days, the stock price may have halved. The NavInfo stock we bought is considered to be standing guard at a high position.
.”
"Yeah, I'm completely locked up. I bought 10% of the shares for 1.5 billion. I'm afraid it will only be worth 500 million in a few days!"
Ma Dong looked a little gloomy: "Wang Yi's move cost me 1 billion. I have no choice but to keep it. We will see what happens next."
At this time, the knock on the door rang again:
"Chairman, the vice president of Baidu is here."
Director Ma frowned: "Let Vice President Ye go see him! Forget it, I'll wait for you to use WeChat to navigate, ask him to come, and I'll see him in person!"
"yes!"
Soon, Qu Xin came to the chairman's office: "Hello, Director Ma, regarding Baidu Navigation, Director Li said, it doesn't need 1 billion, just 500 million. It doesn't need a five-year authorization, just give Baidu a three-year authorization."
"
Qu Xin was helpless, one moment and another.
Before Wang Yi flipped the table, paid navigation could make money, but Baidu Navigation would not sell it for a billion less, and it would have to be licensed for five years.
Now that Wang Yi has flipped the table and all paid navigation has been used, Baidu Navigation is no longer valuable and can only reduce the price.
"500 million?" Ma Dong smiled.
Qu Xin frowned slightly: "Mr. Ma, are you not satisfied with the price?"
Director Ma shook his head: "At this time, Director Li is still thinking about good things. The navigation field is over, how can we sell it for 500 million? Just 500 million! As for the three-year authorization, it is even more impossible!"
In a word, it's 500 million, whether you like it or not.
The investment in NavInfo lost one billion, so Baidu Navigation can no longer lose money here!
"Director Ma..." Qu Xin's complexion changed drastically and he wanted to bargain, but Director Ma issued an order to expel the guest:
"You should discuss it with Director Li first!"
"Okay, Director Ma, please wait a moment."
"Please."
Qu Xin walked out of the office with a sullen face, looked around, found a secluded place, called Li Yan, and whispered:
"Chairman, Tencent has changed its mind. It only offered 500 million to acquire Baidu Navigation!"
"What? 500 million!" Li Yan's face instantly collapsed, and he was furious: "I said 700 million before, but now it's 500 million. Yes, if it's true, it will add insult to injury!"
"Chairman, I just received the news that the stock price dropped to the limit three minutes after the opening of SiDong New Trading!" Qu Xin said meaningfully.
"..."
Li Yan fell silent and recognized the current situation clearly:
"The previous market value of NavInfo was 10 billion, and it rose to 12 billion after Tencent paid a premium for shares. Now it has dropped to the limit in five minutes. It is probably just the beginning. It will continue to fall in the next few days, and the final market value is probably stable at around 5 billion."
"Yes, when Wang Yi flipped the table, the entire navigation field went into decline. The market value of the underlying map merchants was halved, and Baidu Navigation was no longer valuable. Tencent only offered 500 million, fearing that Baidu would sell it if it wanted to, and not sell it.
Just smash it into your hands!"
Li Yan's mouth twitched: "..."
Although I hate to admit it, it is the fact.
The navigation business that can burn money and make money is completely different from the navigation business that only burns money but does not make money. It is normal for the valuation to be cut in half.
Li Yan sighed: "Do you still have the three-year authorization?"
"No, Chairman Ma said it was only 500 million. He acquired Baidu Maps + Baidu Navigation and did not authorize Baidu."
"That's too much! Then why sell it?"
"He is insulting our Baidu!"
"Qu Xin, come back right away!"
"Baidu Navigation is no longer for sale, and I won't be angry with him!"
"This..." Qu Xin was a little surprised: "Chairman, let's not talk about it again?"
"Let's not talk about it!" Li Yan said decisively: "If it's only 500 million, it's better not to sell it! Let's keep Baidu Navigation for ourselves and slowly build our own underlying data."
"Okay, then I'll go back to the imperial capital!"
"Come back." Li Yan changed the topic: "Now that madman Wang Yi has started to socialize and work for Tencent, we can also breathe a sigh of relief. Hahaha."
Qu Xin's expression was complicated and he didn't know what to say for a moment: "..."
Then he said: "But if Wang Yi's attention really falls on Penguin, we will be relieved. This guy is doing crazy output and doesn't play according to the routine. It's really hard to handle it."
Li Yan sighed: "Yeah, Wang Yi is really a headache. But we don't sell Baidu Navigation, which is actually the best. As a result, Tencent has no navigation to use, and WeChat wants to have a good chat, and then launches peripheral tours, peripheral food, and peripheral
You can’t even do group buying! You can only be crushed by Changchao.”
"???" Qu Xin was stunned, and then smiled knowingly: "We at Baidu Social did not defeat Penguin. If Wang Yi did it, it would be a good thing."
"Yes, if Baidu Navigation is not sold, Penguin and Xingyi Technology will fight in the social field. No matter who wins or loses, it will be a good thing for us at Baidu!"
Li Yan's situation has completely opened up: "The so-called driving the tiger to devour the wolf, if there are penguins to restrain Wang Yi, he will no longer madly attack Baidu."
"The chairman is wise."
Afterwards, Qu Xin left Penguin headquarters without looking back.
Looking at this scene, Zhang Long's expression changed slightly: "Chairman, the vice president of Baidu is gone. I'm afraid he doesn't want to sell Baidu Navigation anymore."
Director Ma waved his hand: "Navigation is not profitable at all. If you don't sell it, we won't sell it. We have SOSO maps and NavInfo. We just need to slowly build our own navigation."
Zhang Long was a little worried: "But in this case, WeChat's nearby travel and nearby food will be much slower than Changcha."
Director Ma thought about it: "It's okay. These functions have already been launched on Changchao. WeChat is already lagging behind. It doesn't matter if it lags behind a little more."
Zhang Long's expression changed again and again, and he had an ominous premonition in his heart:
"Could it be that Chairman Ma is no longer optimistic about WeChat?"
“I even feel that it doesn’t matter even if WeChat fails!”
After all, the current WeChat is just one of Tencent’s many projects, and it is not yet a pillar industry many years from now.
To put it bluntly, Li Yan could not imagine that Baidu’s AI would be far away.
Similarly, the current Chairman Ma could not have imagined that WeChat would become the anchor of the Tencent empire and become a pillar industry in the future!
I even think that even if WeChat fails, QQ is the foundation.
Many years later, the Ma Board felt that WeChat was more important than QQ.
But on New Year's Day in 2012, the 70 million users of WeChat were not even matched with the 600 million users of QQ for shoe delivery.
The two are not on the same level at all.
After all, Ma Dong is not a reborn person and has no prophetic ability. He cannot imagine the terrifying future of WeChat!
But Wang Yi knows how important WeChat is, and it is definitely the core strategic layout.
At present, BAT is of similar size, with a market value of about 200 billion.
In the previous life, Alibaba relied on its core killer weapon, Alibaba Cloud Computing, to dominate the world, and its market value soared tenfold, becoming a super giant with a market value of more than 2 trillion.
And Tencent also relied on WeChat as a anchor to increase its market value tenfold, becoming a super giant with a market value of nearly 3 trillion yuan.
Baidu All-in's AI does not have many outstanding outputs. Ten years later, the market value will still be more than 200 billion, and it will remain unchanged.
If Tencent did not have WeChat, it would be difficult to achieve a market value of 1.5 trillion, let alone 3 trillion.
If Baidu had WeChat, it would be able to join the trillion-dollar club and become a giant with a market capitalization of trillions!
It can be said that WeChat is the pinnacle of the Tencent empire!
The simplest thing is that even if the iPhone blocks WeChat, hundreds of millions of domestic users will give up the iPhone!
There is no way, relatives, friends, leaders, colleagues, partners, clients, etc., all use WeChat, and I don’t use it, so communication is inconvenient.
You can't just let your leader talk about a big event in the WeChat group and then have the leader send you a text message to tell him, right?
National software, irreplaceable, so terrifying!
This is also the reason why Wang Yi had to start Changchao, which is to use Changchao to replace WeChat and grab WeChat’s users and strategic position.
If Changcha has the status of WeChat, then the future of Xingyi Technology will be truly limitless.
There is no way. At present, Baidu has search as its foundation, Goose Factory has QQ as its foundation, Alibaba has e-commerce as its foundation, but Xingyi Technology has nothing.
As for mobile phones, they are updated too quickly. No matter how good they are, if one is sanctioned, it will be a shame.
Unless, like BAT, you have a monopoly business and an irreplaceable foundation.
And Wang Yi’s goal is WeChat, or chat!
If Changchaojiehu WeChat becomes a national software and has more than one billion users worldwide, then Xingyi Technology will be completely stable and have a solid foundation!
Facing the current version 0 of WeChat, Wang Yi has a good chance of winning!
It’s still the old routine, use the functions of WeChat 0,0 to do WeChat 0.
Use the functions of WeChat 0,0 to work on WeChat 0 in a few months!
The only thing that can defeat WeChat today is a new and more powerful version of WeChat in the future.
But Wang Yi repackaged it and made it Chat!
Sure enough, Wang Yi was not disappointed.
In just two hours, the number of registered users on Changchao exceeded 10 million!
Two million of them are Xphone 1 users.
Xphone 1 was upgraded to version 0, and Chat was built-in directly.
As a fan of Xingyi Technology, most of us choose to support it.
Five million users are users attracted by Amap.
Faced with 200 yuan of permanent free navigation, you can get 50 yuan back by using Chat. Of course you won’t miss this wave of wealth.
There are also three million users attracted by "Defend Yuzi".
On the contrary, "Happy Xiaoxiaole", which has just been launched, has not attracted many users.
It's a new game after all.
Two hours of chatting has over 10 million users!
Wang Yi is very satisfied with such results.
Song Sining was even more excited: "I never expected that Changchao would have such a terrifying growth rate. Especially the number of users attracted by Amap Navigation has exceeded five million, and it is still increasing rapidly!"
Wang Yi smiled slightly: "It's normal. After all, navigation is a necessary function. They can't refuse our 150 yuan free navigation. The 50 yuan cashback is even more tempting."
Ten years later, the temptation of fifty yuan is not small, let alone in 2012 with a monthly salary of two to three thousand. Fifty yuan is really a lot.
Song Sining was a little worried: "But the users we attracted are just attracted. Whether they will become loyal users depends on the follow-up."
"Especially game gift pack users, they come just for the gift pack. After receiving the gift pack, they might not be able to use it anymore."
Wang Yi, however, was not worried: "Don't worry, I just asked someone to compile the data. After registering, 90% of users will choose to continue using it. Especially the voice-to-text and circle of friends functions, everyone likes it very much."
"In addition, it was noon, and there were still people experiencing the surrounding food, receiving group buying coupons, and buying lunch as a group!"
“40% of people have recommended it to their relatives and friends!”
There is no way, Changchao itself is excellent, two versions ahead of WeChat, it is unique at the moment, and it is difficult for users not to like it.
"That's great!" Song Sining was very excited: "If chatting can become big and become a social overlord like QQ, then our Xingyi Technology will really have a bright future."
"Become a super overlord like QQ?"
Wang Yi was in a trance for a while and was about to say that he wanted to become a ‘super overlord like WeChat’.
Then I realized that WeChat had only been established for a year and was still just the younger brother of QQ, with less than one-twentieth of QQ’s monthly active users.
In Wang Yi's eyes, WeChat is the future giant and more important than QQ.
But in the eyes of Song Sining and others, the fledgling WeChat is not worth mentioning, far inferior to the social giant QQ with 600 million users!
In this way, very good!
Wang Yixiao said: "When we released the news, we said that Changchao's goal is to become a social giant like QQ."
That's right, it confuses and paralyzes the opponent.
Both Ma Dong and the people in Goose Factory thought that the goal of Changchao was to work on QQ, which made Goose Factory focus on QQ.
Then WeChat might be regarded as his godson.
Once WeChat cannot compete with Changchao, and Changchao threatens QQ, then Goose Factory will give up its car to save Shuai and fully support QQ!
Definitely.
Again, except for the reborn, few people think WeChat is more important than QQ at the moment.
Even Zhang Long, the father of WeChat, dare not say that WeChat can surpass QQ.
They are all humans, not gods, and there are no prophets.
"Okay, Chairman." Song Sining agreed with a smile, quickly arranged it, and unified the tone: "The emergence of Changchao is to do QQ!"
As for the effect, it's hard to say whether Chairman Ma will be deceived and ignored by WeChat.
Wang Yi didn't mind either.
As long as Changchao is one or two versions ahead of WeChat, that's enough.
However, the payment license needs to be pushed forward as soon as possible.
Wang Yi made up his mind to make an appointment with Director Qin in two days to see if he could get a payment license.
If it is possible, of course it would be best. We can consider launching Changchao Payment in subsequent new versions.
Currently, Changchao has launched the function of scanning QR code to add friends, but it has not launched the function of scanning QR code to pay.
Even group purchases of surrounding food and surrounding tours are paid through online banking, and the user binds the bank card.
If Director Qin still wants Wang Yi to wait, then forget it and directly acquire a licensed company, which will cost tens of millions.
Wang Yi has never made an acquisition, not because he was reluctant to spend tens of millions, but because he was too hasty to pay for it.
Now Xingyi Technology has punched Baidu and kicked Tencent.
If we continue to launch payment online quickly, it will be equivalent to quarreling with Alibaba for output. Alibaba may go crazy and suppress Xingyi Technology!
What's even more terrible is that by then, all three BAT giants will be offended, and it will be difficult to rectify them no matter what.
Wang Yi doesn't think he is powerful enough to challenge the three BAT giants alone.
As for payment, it is better to take it easy. It is okay to wait for Changchao users to start doing it before pushing payment.
Currently, Changchao has just started and does not have many users. It is useless to promote payment now. Instead, it has provoked another BAT giant.
It is still developing steadily, and the combination is reliable!
In the current situation, even if Baidu and Tencent join forces to do Xingyi Technology, Xingyi Technology can also join forces with Alibaba to fight against the enemy together.
But if all three BAT families are offended, that's fine. If the three families unite and attack Wang Yi together, Wang Yi won't be able to withstand it.
"We still need allies!"
Wang Yi sat on the sofa in the apartment and began to think about this matter carefully.
Allies are divided into big allies, small allies, temporary allies, and long-term allies.
There is no doubt that people like Ali are big allies, but they can only be temporary allies.
Alibaba lacks the underlying map, but Wang Yi has it.
Wang Yi currently lacks payment channels, and Alibaba has them.
Both sides have strong rivals in common - Baidu and Penguin.
Based on this, the two sides have a basis for cooperation, but it is very weak.
When Wang Yi launched Changchao Pay, he invaded Alibaba’s core business, which was the day when both parties turned against each other.
Wang Yi needs to think carefully about this.
It is certain to turn against each other, but how to operate before turning against each other and how to prepare the backup plan is a problem.
Of course, the most important thing is to strengthen yourself.
For example, the total sales volume of Xingyi mobile phones reaches tens of millions, and Alibaba will not dare to mess around.
However, this process is very long and cannot be completed within a year.
I can only figure it out slowly.
In addition to Ali, other allies can be considered and even form long-term alliances.
For example, among the Seven Heroes of the Warring States Period, there are some promising ones.
Forget about the thunder series, as soon as the xphone 1 came out, Xiaomi phones were out of date. Rebus wanted to kill Wang Yi, so how could they form an alliance?
But Rebus’ old rival 360 Laozhou is pretty good.
In the previous life, the feud between Rebus and Lao Zhou broke out over mobile phones.
In fact, long before Lao Zhou made mobile phones, Kingsoft Antivirus and 360 Antivirus were mortal enemies and had already become enemies!
The enemy of my enemy is my friend, not to mention that Wang Yi and 360 don’t have many core business conflicts, so they can work together.
For example, Xingyi Technology has a deep alliance with 360.
Android phones have security managers, and Xingyi Technology’s network needs security.
In previous generations, the mobile phone managers of Huawei, Meizu and other brands were all supported by 360 technology.
Similarly, in the future, Xingyi Mobile's mobile phone manager will also use 360 ​​technology to increase 360's market share. Xingyi Technology will use 360 ​​Security.
However, 360 Browser currently does not have a search engine and directly integrates the Sogou search engine to increase the market share of the Sogou search engine.
In this way, both parties are mutually beneficial and can be regarded as a stable alliance.
In addition, if there is an opportunity with Meituan, you can also fight for it.
Wang Yi doesn’t want to do group buying in person, but he can invest in it in advance.
Once Meituan becomes big, it will also be Wang Yi's big ally.
There was no way, BAT was already deeply entrenched, and Wang Yi had to make arrangements in advance to cultivate allies such as 360 and Meituan.
Together with the already acquired and promising companies AutoNavi and Ele.me, we will focus on taxi-hailing and food delivery in the future.
There are also strategic allies such as BYD and Goertek that have invested in the company. In the future, there is hope that a fourth pole besides BAT will be formed!
In the previous life, Goose Factory invested in giants such as JD.com, Didi, Meituan, and Pinduoduo, and became a big brother in the Internet circle.
Xingyi Technology's subsequent strategic core businesses will still be chip research and development, wafer fabs, data centers, and cloud computing.
But these projects are too big, too expensive, and will not be profitable in the short term.
You can only make money through clothing, beauty, mobile phones, games and other businesses. Only with enough funds can you continue to invest in research and development.
Although the taxi-hailing and food delivery businesses cost money in the early stage, once they are launched, they can be split and listed in a few years, raising tens of billions or even hundreds of billions.
As long as a company is successfully listed, Wang Yi can ease the financial pressure.
We can continue to invest tens of billions a year in chip research and development, wafer fabs, cloud computing...
If he doesn't do any business, Wang Yi won't have enough money to develop chips and build wafer fabs.
As for not building a wafer fab, it is unrealistic.
In the previous life, Huawei suffered the loss of not having a foundry, resulting in no available chips.
If Wang Yi has his own wafer factory and lays out N+1 and N+2 processes in advance, even if he is sanctioned a few years later, he can still mass-produce 10nm, 7nm, or even 5nm chips.
Not afraid at all!
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Chapter completed!