Chapter 327 Goal
Chapter 327 Goal
In the last week of November, two new softwares from Carbon Silicon Data were launched as scheduled, one is the WIFI Master Key and the other is Karaoke.
At this point, the software matrix has completed the full launch of tools + content.
Just like the rapid development of Ad Buster, Zhong Zhiling, Zhai Yifei and others also have strong confidence in the new WIFI Master Key, because it is indeed a tool that is beneficial to users.
Among the previous four softwares, Ad Buster developed the fastest, and its user growth rate was more than one level higher. When it reached 300 million users, the number of users of 'Latest Hotspots' was only 50. The difference in users of the two softwares released at the same time was 6 times.
This data performance undoubtedly once again verifies how attractive projects with tool attributes are. This is the case with Xunlei, QVOD, and now Ad Buster, which helps users for free without any ads.
At the same time, curious investors have once again confirmed that the commercial prospects of tool projects will be bleak.
Carbon Silicon Data Company is desperately recruiting people due to business needs, and Beta Auto is also widely absorbing outstanding talents from all over the country. These two companies located in Lingang have become Bai Xiaosheng's priority customers.
Guo Shanfeng initially decided on the last week of 2011 as the date for the short sale, which gave Yu Xing time to prepare the research content.
Because this kind of thing was always written by Liu Wanying in the past, he had no idea where to start at the beginning. But the more he combined it with the work during this period, the more he wrote about another American extended-range electric vehicle company.
On the first day of December, Yu Xing put aside his draft and convened a high-level meeting of Carbon Silicon Data Company to formally put forward the goals for 2012.
“5000 million users!”
"The domestic smartphone market is developing very fast. The latest hotspot is expected to reach 5000 million users and 1000 million daily active users next year. The other five softwares will all provide services around it. All other companies we can cooperate with will also give priority to it."
CEO Zhong Zhiling heard the chairman's request and after a little hesitation, he put pressure on the company: "Brother Xing, the goal of 5000 million users is not low, and the goal of around 1000 million daily active users is not low either. The mobile Internet is indeed developing very fast. Putting these two goals in an app like 'Latest Hotspots', well..."
Today's latest hot spot has not yet reached 100 million users. The difficulty of creating content and creating tools is too different. Including the last month of this year, that means a 100-fold increase from 5000 million to 50 million.
If the data is further broken down, the average monthly increase is at least 400 million.
"How can we call it a super app? Ever since Zhai Yifei started Tongle, our goal has been to create another super app rooted in the mobile Internet." Yu Xing did not lower his standards. "We spent more than half a year trying and exploring. First, homogeneous things won't work. Second, small and medium-sized apps have very good traffic and can divert traffic to each other. We can eat the small fish. Third, we promote our own software matrix to generate traffic. Tools can accomplish this plan."
Seeing that Zhong Zhiling did not continue to object, he continued, "Now what we call a software matrix should also be seen as a content matrix. 'Latest Hot Topics' should include text, music, pictures, funny content and other forms of content. First of all, we should absorb the advantages of our own software and consider how to optimize the attraction to users. We divert and create traffic to find people to watch the content. Next, how to create content is a key point, how to create it, and how to distribute it. This is what we need to do in 2012 to pursue the daily active user target."
“In other words, only by doing these things well can we achieve our daily activity goals.”
"The software matrix needs to be built and promoted to serve 5000 million users, and the creation, distribution and operation of content needs to serve 1000 million daily active users."
Yu Xing described his idea clearly.
The industry environment of mobile Internet is still relatively chaotic, but he feels that "looking back on the past", the history of Toutiao's rise is probably like this. However, it may have a lot of traffic coming from "Neihan Duanzi", while Zhai Yifei's "Xiaoba" adapted from "Tongle" may not be able to achieve that level.
But there is no need to be too demanding. For tool software like WIFI Master Key that can absorb traffic, the source of traffic may not be that bad.
Yu Xing did not plan to force Zhai Yifei and others to make "Xiao Ba" successful first. In the past few years, whether they were operating it themselves or watching their competitors operate it, "those who learn from me will live, those who imitate me will die" is applicable in many cases.
Zhai Yifei's initial motivation for starting his own business was to study content recommendation mechanisms. Now he can finally focus on studying this area.
As Yu Xing talked about the creation of the super app in the new year, he also mentioned his help as chairman at the end of the meeting.
"I will go back and make an appointment with Alibaba to see if we can get some traffic from WeChat. Another key source of content is Sina. Tomorrow we will see how to negotiate content licensing with Sina. Sina Weibo is one, and the portal website is another."
Zhong Zhiling's eyes flickered when he heard this, and he mentioned his own observation: "Brother Xing, there are many mobile apps in the information field that directly use the content of other companies. Whether it is Sina.com or Sina Weibo, they are all very disturbed by this. We can consider actions against Sina in this regard, either cooperation or acquisition to complete content authorization, but there is no need to rush."
He believes that it is possible to "system companies with companies". If the latest hot spots want to become a super app, they will inevitably need to solve problems in this area. If other information companies seriously infringe on the content of websites such as Sina and NetEase, people like Liu Jiankai, who have a lot of investment experience, can play a role and increase their influence one by one. Compared with other companies that are doing things in a chaotic manner, companies like Sina will probably not have too much difficulty meeting a company for formal talks.
Yu Xing nodded slightly and pointed out: "The information market is not a promising direction. As long as Sina and Alibaba do not think there is a strategic competition with us, then cooperation is easy to discuss. If one day we really succeed and form a strategic competition, then it will not matter whether we want their cooperation or not."
"The ultimate goal of our super app is to not be bound by Baidu's search in terms of traffic, not rely on Penguin's social networking, and not parasitize Alibaba's e-commerce library."
Finally, he looked at Zhai Yifei and said with a smile: "It is rooted in the mobile Internet and is about making non-homogeneous things."
Zhai Yifei nodded deeply, feeling that the outline of Carbon Silicon Data Company was gradually becoming clear. As for whether it could be completed, it depended on every next step.
After the meeting, Yu Xing talked to Zhai Yifei again in the evening. They talked about content operations and put forward his own observations.
"Mr. Zhai, it seems that Penguin Weibo is completely defeated by Sina Weibo, but I think many comments on Sina Weibo have changed. They feel too scattered and not centered around the theme of the content."
“I think since we are determined to make a breakthrough in content, we should pay attention to this aspect when operating the latest hot content, or at least try to operate user evaluation and discussion around the content.”
Zhai Yifei did not respond to his boss's observation immediately. Instead, he opened Sina Weibo on his mobile phone and randomly browsed through the comment sections of bloggers of all sizes.
After a long while, he said thoughtfully: "Looking at it this way, it seems a bit scattered. Mr. Yu, I will study this aspect this week and take a look at the situation of Sina and NetEase."
Yu Xing nodded and smiled, "I just have a vague feeling. I need to do more research to find out if this is the case."
Zhai Yifei said "hmm" and asked a question that he hadn't asked today: "Mr. Yu, can Alibaba's WeChat agree to cooperate with us? It does have a lot of traffic."
"I'm going to talk to Ma Dian. The New Year is coming soon and I'm going to give him some blessings." Yu Xing said.
Zhai Yifei felt that his boss's smile was a bit strange, and could only express his expectation for the contact between the two sides. Yu Xing did not meet with Ma Dian immediately. After completing the preliminary analysis of the global electric vehicle project prospects from his own perspective, he asked Xiaoying to find an institution from a third-party channel to investigate the current situation of Fisker in the United States in more detail, so as to make the final improvement.
The full name of Guo Shanfeng is a research organization. In fact, it has never admitted that it is a short seller. In the past, it exposed scams. This time it is worthy of the name of "research".
On December 12, the latest hot spot finally reached a user scale of 15 million.
Yu Xing sent a WeChat message to Ma Dian that day, asking him to visit Lin'an when he was free and to chat about the development of WeChat.
WeChat has been completely sold to Alibaba, and even the former technical director has returned to Carbon Silicon Data Company with his team. Logically, there is nothing much to communicate with him as an outdated founder, but Ma Dian thinks that Yu Xing is indeed an interesting person, so he set a meeting time for the 22nd according to the schedule.
Ma Dian has been extremely busy this year. From the beginning of the year to the end of the year, his schedule has been filled with the three major events alone: the control of Alibaba, the strategic entry into mobile communications, and the delisting of Alibaba's B2B business listed in Hong Kong.
Yu Xing had arranged to meet on the afternoon of the 22nd, and Guo Shanfeng's short selling operation happened to take place at 11 a.m. on that day.
In other words, Yu Xing set out for Lin'an only after seeing Shan Feng taking action.
Since the dispute between Adkiller and NetQin did not go beyond the circle, it was naturally drowned in the vast amount of information on the Internet. Even things like the lawyer's letter related to Bai Xiaosheng are no longer of interest.
However, when Guo Shanfeng launched the attack with the familiar "eternal deception", the public opinion effect it brought was that major media and online forums rushed to reprint and report it.
Guo Shanfeng is suspected to be the No. 1 short seller in China. So far, his attacks have been victorious every time, and this astonishing probability has directly formed a credit endorsement. The best example of this is that the CEO of Huaxia Forest Holdings fled directly after hearing that he was being shorted by Guo Shanfeng.
Therefore, this time Guo Shanfeng targeted NetQin, and a series of negative information about the latter was dug up. The special report on March 3 was a major focus, and the dispute with Ad Nemesis not long ago was also strong evidence.
This situation is quite a bit like this - if the TV station says you are bad, you may not be bad; if Ad Nemesis says you are bad, you may not be bad either; but if Guoshanfeng says you are bad, you must be bad!
The TV station says you are bad, but you still rush to go public. The advertising nemesis says you are bad, but you sue them. The mountain peak says you are bad... just wait for the market to open!
It was late at night in New York and there were still five hours before the market opened. But based on past cases, unless NetQin could come up with a strong counterattack, the outcome was almost certain.
However, this time, in addition to exposing that NetQin had falsified 90% of its market share and related revenue, Guo Shanfeng also spent a considerable amount of time talking about the prospects for new energy vehicles around the world, and focused on his pessimistic view of the American company Fisker.
"Fisker's core technology relies on A123 Systems' lithium-ion batteries. However, A123's batteries have a serious risk of thermal runaway, which has not been widely reported by the media. Once public opinion is stirred up, a serious crisis cannot be ruled out. Judging from A123's public financial report information, its financial situation is extremely tight."
"Fisker's Karma is priced at $10.3, which is far higher than other models on the market at the same time. Its production capacity is heavily dependent on third-party foundries in Finland, and the delivery cycle is as long as 6 months. Therefore, the $2010 million low-interest loan it received from the U.S. Department of Energy in 5.29 has been suspended due to failure to meet production targets."
"According to our research, Fisker's capital chain has been broken, and R&D and production have come to a standstill. In particular, the software team, which already has less than 50 people, has continued to reduce staff and lacks subsequent iteration capabilities, making it difficult to cope with complex system integration challenges."
"Karma made the wrong choice in production technology for this car. The cost of a single piece of carbon fiber body is as high as $2.3. Add to that its core battery problems, production capacity bottlenecks and capital chain problems, and it's hard not to think that the company is on the verge of bankruptcy."
This research report by Guo Shanfeng is divided into two styles, which almost immediately makes people think that it is the work of two people or two teams.
Yu Xing received a call from a shareholder while he was still in the car on the way to Lin'an.
"Mr. Yu, have you seen the mountain?" Xu Xin called Yu Xing immediately.
Yu Xing always felt his heart skip a beat when someone mentioned "crossing the mountain" right at the beginning of the call: "Boss Xu, um... I saw it."
Xu Xin asked again: "What do you think?"
Yu Xing asked back: "What should I think? NetQin has brought this upon itself."
"No, I'm not asking about NetQin. I'm asking what you think about the extended-range route. Guo Shanfeng said this is not possible." Xu Xin was very serious.
Yu Xing: “…”
He was silent for several seconds, then suggested, "Boss Xu, how about you take another look? Is that what it says?"
Xu Xin said word by word: "Yes, Mr. Yu, the American company Fisker, which also makes extended-range electric vehicles, has problems with its supply chain, its funding, and its team talent. Take a look at it carefully. Can you reflect on something from it?"
Yu Xing groaned: "This..."
"How do you think Beta Motors is better than Fisker in terms of supply chain, funding, and team?" Xu Xin said worriedly, "Guo Shanfeng seems to be talking about Fisker, but I feel like he is talking about Beta."
Yu Xing gave an official explanation: "No, they are two different things, Mr. Xu, don't think too much about it."
"Mr. Yu, I think you need to think more about this. This is a great wake-up call. I think you need to re-evaluate your spending on funds. Today it is Fisker, tomorrow it may not be Beta." Xu Xin drew inferences from one example, "Mr. Yu, Guo Shanfeng is not optimistic about the future of the electric vehicle industry. You need to be more cautious in doing this project."
Yu Xing had to remind him again: "Mr. Xu, it seems that they are not pessimistic about the future of the electric vehicle industry, but they are pessimistic about the companies named by them. Mr. Xu, have you read their research reports carefully? I'm on my way to Alibaba, let's talk later."
Xu Xin sighed: "This company has been attacking Chinese concept stocks, NetQin, Alibaba, and the prospects of electric vehicles. Every once in a while, I see it making waves. I feel like it is right next to us."
This time, Yu Xing was silent for several seconds before correcting Mr. Xu: “Haha, it’s an illusion, otherwise, you are just over the mountain!”
Xu Xin was certainly not over the top of the mountain. She just had an illusion that this short was far away and yet seemed very close.
(End of this chapter)