Reinventing the Millennium

The controversy over Yike is still brewing, and people in many fields around the world are paying close attention and predicting the follow-up situation. After all, it seems that this is not just a matter of one or two companies.

However, Fang Zhuo, the person involved, did not talk about Yike again on Douyin. Instead, he seemed to respond to some ordinary users' inquiries out of interest.

For example, "Yike can completely lower its profile and enter the low-end and mid-end mobile phone market."

Fang Zhuo's response to this was: I talked about this issue at an Internet conference two months ago. In fact, there is no need to insist that Yike should cover all markets. There are manufacturers doing entry-level, mid-end, and high-end. Yike has done some work in the development of the domestic industrial chain in the past few years, and the effect is actually very good.

For example, "I heard that Yike has established an "electric car" project. Will it really build cars in the future? When can we see it?"

Fang Zhuo's reply was: Colleagues are quite enthusiastic about this project. Whether it can be implemented in the end depends on the effect. There is no clear product schedule yet, but I hope to make a satisfactory product. I will take a picture of our car to show you another day.

However, this reply quickly forced Fang Zhuo's new video.

Because the information revealed in the reply of Yike's boss was surprising. Yike already has a real car? The product development is progressing very fast!

Affected by this, the stock prices of many auto-concept companies in the A-share market have risen sharply!

Fang Zhuo also took a photo of the car quickly after seeing this situation. It was a... 1:10 remote control car model. It did have the participation of the research and development of the Kunpeng project team. It was made by everyone. After it was made, it was put into the smart home toy series in accordance with the principle of not wasting.

Yike's boss just wanted to make a joke, but the stock price of the listed company has already danced with it.

This made Fang Zhuo speechless and he could only be more cautious.

In addition to interacting with the audience, he also patted the robot in the office. Compared with last year, the progress of robots in the field of vision surprised everyone who saw Yike's investment in research and development in this area for the first time.

Regarding robots, someone asked a question in the comment area: Why do you have to make robots in human form?

Fang Zhuo's response was to proudly take a photo of the robot spider. Who said it has to be in human form?

As a result, many viewers saw the slightly scary spiders crawling around and said that it would be better to use human form...

The head of Yike did some input and output interactions on Douyin during his work break. He didn't seem to be under pressure in the face of the crisis, but others were not idle.

Even if Fang Zhuo didn't report the results of Double Eleven to Ma Dian, there would still be others who clearly showed the success of Yike. The final data of 100.57 billion for the whole day made Alibaba attach great importance to it.

Unlike previous years, Yiguo's disclosure this year was vague. It only mentioned the GMV of Yiguo and Douyin on Double Eleven, but did not mention the proportion of different properties.

Moreover, because Yiguo cooperated with third-party merchants in transit warehouses, the attributes here are more difficult to distinguish without disclosure.

However, Alibaba still needs to combine various information for reasonable evaluation to determine the threat level of competitors. Fortunately, some data is actually equivalent to open cards, and the sales of merchants under the screen recording can even be analyzed frame by frame.

This analysis... The head's evaluation of Mr. Fang as a "super promoter" is really appropriate.

Especially when Mr. Fang connected to other live broadcast rooms, popular products were almost sold out in seconds after the price adjustment, and non-popular products were also sold out in a short time.

In this way, evaluating and combining the growth curve of Yiguo in the past few years, the third-party GMV that Alibaba attaches more importance to this year may be between 13 billion and 20 billion.

"This is an unconventional and unsustainable promotion." Alibaba CEO Zhang Yong suddenly felt funny during the discussion, "I even hope that Yiguo's self-operated growth this year will be higher."

A total of 100.57 billion, more self-operated, less third-party.

"The problem is that whether it is Tmall or Douyin, the facts have proved that video live broadcast e-commerce is feasible, no, it cannot be said to be feasible, it is extremely promising." Peng Lei looked serious, "But we have fallen behind in the layout of this prospect."

The atmosphere in the office was difficult to describe for a while. Live broadcast e-commerce has just started... It has fallen behind at the beginning.

Many people remembered the argument between the head and Mr. Fang at the Internet industry conference: If traffic is really that useful, Pony will not lose.

Traffic is not omnipotent.

However, Mr. Fang is not Pony. The combination of Douyin's live e-commerce and Yiguo's excellent warehousing and logistics has led to the current third-party explosion, which has returned to the Ali traffic theory that Mr. Fang said at the time.

Without traffic, it is impossible.

Ali's lead over Yiguo in the e-commerce field lies in third parties, that is, in building a shopping platform for buyers and sellers. Now... a new threatening platform has emerged.

Yike's Double 11 performance made the atmosphere of Ali's high-level meeting very solemn, but it was not only them who realized the new situation of e-commerce in the market. Others also quickly realized the business opportunities contained in it after seeing Yike's data.

Only on the second day of Double 11, Li Guoqing couldn't wait to release a video to analyze this e-commerce competition.

"Hey, Yiguo's Double 11 GMV this year is out, 100.57 billion! Let's tell you about it!"

"Ali is in big trouble this time!"

"Everyone knows that Tmall took the lead in launching live streaming e-commerce a few days ago and claimed that it was a new era of live streaming e-commerce. However, judging from yesterday, the right to define the new era is definitely not with Alibaba."

"Simply put, Douyin is the video version of Taobao platform that Yike Department wants to build."

"This Double Eleven Douyin shows the vitality of live streaming e-commerce beyond our imagination. Moreover, it quickly demonstrates the threat that can almost immediately hit Taobao and Tmall."

"How could it explode like this? Because Tesco's warehousing and logistics system provides protection for Douyin's live streaming e-commerce."

"Traffic is the charge, and warehousing is the logistics. Let's look at it this way first, and then look at this Double Eleven expansion from Yiguo to Yixin, Douyin, Mi Tuan and many third-party Taobao merchants. It will be very clear. "

"President Fang previously believed that Alibaba's weakness was traffic. Yesterday he also proved to everyone the traffic of the Yike system. Then something will happen that Alibaba least wants to see."

“More third-party merchants will move from Taobao’s platform to Douyin in order to get more traffic!”

“The strategy of Tesco in trying to build a third-party platform in the past few years has failed, but Tesco can provide Douyin with a foundation for rapid growth. This is a scary thing.”

"In the past, Penguin had a similar traffic status to Yike. Penguin also tried to do e-commerce, and it fully imitated Taobao's Paipai.com, but it failed."

"Because when Penguin started e-commerce, it focused on Alibaba's strongest point, and immediately encountered the toughest counterattack from Alibaba. It had no experience in e-commerce, so it was bound to fail."

"The Yike Department is smart. It has e-commerce experience and traffic entrances, and then combines different e-commerce contents, such as rice balls. The creation of such a matrix is ​​almost like putting a knife close to Ali's throat."

The more Li Guoqing talked, the more excited he became. He was both excited to witness the competition between giants and eager to see new entrepreneurial opportunities. He continued to analyze: "Also, this year's Double Eleven, which has been prepared for a long time, something special happened. Mr. Fang, who was already attracting much attention, became even more focused, and then he temporarily lowered the prices in the Douyin store.”

"What's this?"

"This is actually a price war that is obviously cruel but does not attract so much attention!"

"With price wars and traffic wars, how much room will Alibaba have for adjustment in the future?"

"One more word about the competition faced by Yike Department in China this year. The crazy all-round competition launched by Ali will inevitably slow down due to the impact on the core e-commerce business. Although Duji and Penguin have joined forces, their What's the action? It's to protect myself, but it's because I'm afraid of being beaten to death by Yi Ke."

"The company Yike has indeed encountered a crisis, but let's talk about the domestic Yike camp. It has absolute strength to face competition from any opponent."

"If we look at it the other way around, the Yike camp can also provide blood transfusions for the Yike company that is in crisis."

"I, Lao Li, tell the truth. I don't see how Ali can win."

Li Guoqing also announced his intentions at the end of the video: "Live streaming e-commerce is definitely an emerging field with great prospects. When I, Old Li, figure out how to operate it, we will try this new method. After all, Mr. Fang also invited me. "

Douyin’s videos now labeled as “Yike”, “Double Eleven” and “Live E-commerce” are easily pushed, not to mention someone like Li Guoqing who has his own traffic base.

Someone asked Li Guoqing in the comment area: Mr. Qingzi, Mr. Fang invited you to do live streaming e-commerce?

Li Guoqing replied: Yes, Mr. Fang invited me last night. He said that when we work together with Alibaba, participation is the most important thing. Everyone who watched the live broadcast can testify to me.

The comment section was stunned for a moment.

Douyin shows surprising vitality.

This vitality also made Schroeder, the president of Yike America, deep in thought when he arrived in Shanghai.

At 9 o'clock in the evening on November 12, Schroeder first waited for Kong Guangtou from the MIGA Fund, and then waited for new news from Silicon Valley. It was said that BIS was putting pressure on many companies, including Google, an important partner of Yike. .

"How are you, Schroeder?" Kong Yu is familiar with Schroeder. He has been in the United States before, so it is inevitable that he will serve as a bridge between Yike and some customers.

Schroeder pushed the document in front of him, which was a summary of data on Douyin and Double Eleven. The former is the development of social media platforms, and the latter is the expansion of the e-commerce field.

The two have one thing in common, they are growing at an alarming rate.

"Well..." Schroeder hesitated for a while, then sighed again, "Oh."

After a while, he said: "It's not appropriate for me to leave Yike at this time."

"The U.S. market has left Yike, so I'm still afraid of you as the CEO." Kong Yu said directly, "President Fang appointed you to start new projects in the U.S. There will be no shortage of funds or resources. Schroeder, I don't Understand, you have nothing to hesitate about.”

This is a matter of Douyin going overseas.

However, considering Yike's current conflict with Washington, both investment and resources are under the compliance framework of America.

According to Kong Yu's understanding, this was a rather conventional investment and entrepreneurship based on financial considerations, but when he communicated with Mr. Fang, Mr. Fang said that this was an impact and change on global public opinion and information dissemination.

No matter what, it is all about building the right team, and Schroeder, President of Yike America, has become the most appropriate leader.

Yi Ke has withdrawn from the US market this time, and it is not known when it will return next time. In this case, it would be a waste for Schroeder to be idle.

"I just want to wait for the day when Yi Ke returns to the US market." Schroeder said helplessly, "I still hope to appear in the media as the president and director of Yi Ke in the United States."

He is a member of Yi Ke's board of directors, with a high position and power. Even if the US market is gone, it can still be adjusted to the European market, which can be regarded as a public and private consideration.

Ding Dong, the doorbell rang.

Kong Yu quickly opened the door, greeted Mr. Fang, and reported the latest news.

"AMD has obtained a new license from BIS and can still sell products to Yi Ke."

Fang Zhuo nodded slightly. AMD is innocent. It has already obtained a license with Bingxin, and now it has obtained a cooperation pass with Yi Ke. The next step is to show the technology empowerment.

He chatted with Jiayou Kong for a few words before smiling and saying to Schroeder: "Short video platforms are expected to be on par with YouTube and Facebook in the future. Schroeder, what are you still thinking about?"

YouTube and Facebook are both worth at least $100 billion.

Schroeder hesitated and said, "Will Google and Facebook notice the development of short videos?"

Starting a business is not that easy, and social media platforms will face the attention of giants. It is easy to leave Yike, but I don't know what will happen when I come back.

"Chinese characteristics may not be universal worldwide. This will be the judgment of some of them. Others need to consider adding short video functions to successful software such as YouTube, Facebook, and Instagram, rather than building a new software from scratch that will impact their own interests." Fang Zhuo said patiently, "This is a rare opportunity, Schroeder, you should believe in my judgment."

Schroeder struggled a little in his heart. Mr. Fang's judgment was quite forward-looking, but there was also... the US market was not judged.

Fang Zhuo smiled and said, "If you really don't want to, you won't force it. Think about it again. This is a choice that faces challenges but will gain more."

Schroeder's eyes fell on the document in front of him again. After all, Douyin's performance in the Chinese market is indeed amazing.

"Okay, I will think about it carefully." He still wanted to weigh it again.

Fang Zhuo said "um" and turned to look at the gasoline man.

"Everything is fine in Paris." Kong Yu said so.

He was already familiar with the contact with shadow shareholders. Although he felt that Macron was too young and did not seem to have much experience, it was not difficult to give money legally. It was not uncommon in France. For example, there were accusations that the former French leader Sarkozy's campaign funds were seriously overfunded.

In this case, being young and not having much experience became the advantages of contacting Macron.

When Kong Yu thought about it, he suddenly had a new feeling. Investment in the end is to invest, invest... invest in people?

"New friends and old friends." Fang Zhuo shook his head with emotion, "You can contact them again to see when the time is right and how to sell the team to our old friend."

He had previously publicly sold the Rockets.

Kong Yu glanced at the boss, thinking of the gimmick of NBA team trading, and instantly instinctively associated it with the hype, whitewashing, and harvesting that could be done with the Austrian currency.

Boss, this is what you mean, this is what you mean.