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Chapter 643: Internal and External Changes

What was 2013 like?

This year starts with a data,

In the fourth quarter of 2012,

The shipments of smartphones in mainland China exceeded 50 million units. In the following four quarters, shipments increased by 10 million in each quarter, nearly 60 million in the first quarter of 2013, more than 70 million in the second quarter, and by the third quarter, the shipments of smartphones in a single quarter exceeded 80 million units.

It was also the fourth quarter of 2012,

Facebook's financial report in January showed that mobile users officially surpassed desktop users.

So 2013 should be the year when the mobile Internet basically replaced the PC Internet.

Wen Xiaoguang silently led the company for a whole year, with more than 275 million WeChat users. He did not take any rash actions and made a super rich but ineffective move like Baidu spent 1.9 billion US dollars to acquire 91 Wireless Assistant in May 2013.

Although Baidu has been criticized, it is a company with sufficient cash flow. 1.9 billion is of course a major failure for them, but it is not a big problem.

In fact, what Baidu is competing for is also the channel and traffic.

WeChat, which is regarded as the best traffic channel by the market, can naturally be at ease this year. First of all, it will continue to support several internal apps, WeChat Pay, Toutiao, Gaode Map, and a variety of apps that the X business department wants to pass the test layer by layer.

This is an era of bubbles where everyone is developing apps.

On the territory of Weituo Investment Department, WeChat Cat supports Ele.me, Meituan, and Didi behind it. Watch the 020 war with an attitude that the outside world does not understand. People do not understand why Wen Xiaoguang only followed up at most, rather than personally taking over those fields.

At the same time, various apps focusing on subtle fields emerged wildly, Maoyan, Miaopai, Meitu Xiuxiu, GIF Kuaishou... all kinds of things, dazzling,

Beijing's venture capital circle has been going crazy in the past two years. Rich people from all walks of life can spend $2 million at any time. As long as you tell me the "American version" of your product, financing is easy, just like Didi to uber.

This year, Meituan, which won the Thousand Groups War, finally began a duel with Dianping.

Not only that, in the second half of the year, Wen Xiaoguang received news that Meituan began to contact Ele.me, hoping to acquire Ele.me and enter the takeaway field.

Meituan did play the role of killing people by one person, and killing Buddha by Buddha.

In November 2013, Ele.me started its C round of financing, and its father Weituo continued to follow up. In addition, Sequoia Capital China, Jingwei China, and Jinshajiang Venture Capital also entered the market, and the four parties worked together to inject US$35 million into Ele.me.

Weituo took $10 million, and he didn't look like he was leaving the market at all, and his shareholding reached 32%, and he actually became the largest shareholder.

Zhang Xuhao himself is not as aggressive as Wang Xing, and he is a little 'little' in business. Wen Xiaoguang urged him all the way, and now he has only 18 cities.

It was not until Meituan was about to start playing with him that she suddenly realized that she joined boxing courses in the company, advocated wolf culture, and launched a sinking market, and advanced to 200 cities.

Meituan did not carry out excessive financing plans in 2013. In fact, Meituan did not give much blood to win the Qiantuan Plan. It was because the top companies were too crazy to compete and it was difficult to sustain in the end.

But Wang Xing is not a person who does nothing. He has been asking Wen Xiaoguang to continue to support him all year long, but he refuses any increase in Weituo.

Although Weituo Investment has the consideration of making it convenient for WeChat users, it is actually to increase the use scenarios of Weituo Payment. However, Meituan is also dating with Alibaba, and even adding Alipay to Meituan payment channels.

His reason seems to be logical, because the Alipay user scale is huge and Meituan does not support Alipay, users will be lost.

However, this reason is not valid on JD.com.

After JD.com gave up Alipay, it turned to MicroPay, and its performance did not lose its performance because of the lack of Alipay.

Wen Xiaoguang knew that he was a slut, just like WeChat and QQ can coexist, the two apps of Weipay and Alipay have always coexisted on users' mobile phones.

Alibaba also quickly responded to Meituan. Although Jack Ma spoke out that o2o is a false proposition, the company in his hands has not given up on the field of local life services. They plan to invest in Meituan, and Meituan seems to be interested.

At the same time, Meituan did not listen to Weituo's advice and began to attack Ele.me.

Even in the future, it will be like the taxi field.

Not only that, in addition to the first "somewhat out of control" company in the investment field, Zhang Yi-Ying, the X Business Department, began to develop the determination to leave the company.

He didn't start a business to be an executive of any giant.

Working in Weituo is just to accumulate some experience.

Because the X Business Department has great authority, once Mars appears, Wen Xiaoguang will tighten the reins, and his tightening of the reins will lead to Zhang Yi being more determined to leave. This is a vicious cycle that will not stop once it starts.

Against the backdrop of WeChat users exceeding 270 million, Toutiao's revenue exceeded 2 billion, and the valuation of various companies of Weituo Group rose sharply, Wen Xiaoguang, who has been going smoothly in 2013, also began to encounter difficulties. These difficulties were magnified and interpreted by the media, and it seemed that it was a critical moment of survival.

Actually, Wen Xiaoguang cares about Wang Xing, but he doesn't care so much. If he insists on eating Alibaba's money, it's nothing. Local life services will be left to the two companies to compete. This field is really too expensive, including takeaway. Baidu spent a huge amount of 20 billion yuan and ended up in a mess.

Weituo is not a giant that has been famous for ten years. He can't afford to burn this money because Wen Xiaoguang cares more about payments, cloud computing, big data, and even he may invest in some domestic small companies in the chip field, and will not do things like takeaway red envelope subsidies.

What does it mean to have 20 billion? With this money, Wen Xiaoguang will definitely give cloud computing and will never help college students pay for their meals.

The end result of Ele.me is that it can’t sell itself to Alibaba. Although Meituan went public, it still lost money. In order to make a profit, it raised the merchant’s commission ratio again and again.

So Wen Xiaoguang is not able to appreciate the charm of local life services.

However, Zhang Yi told him that he was leaving Weituo to start a business, which made Wen Xiaoguang a little alert.

After taking a taxi and taking a food delivery field one after another, he was actually aiming at the short video field.

In September 2013, Tengxun launched Weishi,

Toutiao is also raising Toutiao videos,

It can be said that before the arrival of 4G, the short video field was already favored by some people.

Zhang Yi left at this time, where can he start a business?

The outside world is hyping O2O, hyping the threat of headlines to Baidu's advertising business, hyping this and that, but in fact, what Wen Xiaoguang cares about the most is short videos.

God can't stop people from wanting to leave, but Zhang Yi dares not make a fuss. Even if you want to start a business, you are not doing well with Weituo. This is not just a stumbling block for yourself, and it is not necessarily a stumbling block, it is a stumbling block.

Therefore, the rumors about the outside world are fake. He dare not use his courage, and there is no need. Smart people know that this is stupid. If you have a good relationship with your old boss, you may have resources to support him in the future. In fact, he communicated with Wen Xiaoguang earlier, accepted the resignation and then communicated. Until early 2014, after a consideration for the Spring Festival, he still submitted his resignation letter.
Chapter completed!
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