RBCT Chapter 1134 Where the Crisis Is (4K)
Chapter 1134 Where the Crisis Is (4K)
Chapter 1134 Where the Crisis Is (4K)
"What? Baidu poached Gaode's people? Isn't this a way to kill you? Don't do it?"
"No, no, Miss Su, you are overthinking."
"Impossible. The competitive situation of the domestic giants has long been clear. People have said on Zhihu that this is Yike's going to try one by one to see how the giants are ranked. Baidu will be Baidu after Penguin and Ali."
"Yes, yes, they know the strategy better than me, the chairman of Yike."
Su Wei didn't attend the weekend get-together because of the launch of E-buy, but she found out about the poaching of Gaode map, and she felt a fighting spirit for the CEO.
She retorted to the chairman of Yike: "People don't know your company's strategy, but bystanders may know who you are, your personality, and your style."
Fang Zhuo sighed: "Okay, you can just say that you opened a small account to make comments on Zhihu."
Who doesn't know who!
Su Wei asked suspiciously: "Do you really have no idea about Baidu? Sogou won't do it with much fanfare this year?"
Fang Zhuo shook his head: "It's because Sogou is not popular, otherwise, maybe it's a bit messy."
Baidu has an absolute position in PC search, coupled with its derived ecology such as Tieba, it is a well-deserved giant, and Baidu's advertising revenue has been skyrocketing.
Su Wei nodded slightly, the power of this market is still too different, right?
After a while, Fang Zhuo said thoughtfully: "If you have to talk about it, it has nothing to do with Gaode Map, but there is something related to Baidu."
Su Wei sighed, look, hiding is impossible.
"Qi He's YMS has always had an application for ecological income." Fang Zhuo continued, "You also know that our YMS framework is unified to retrieve notification information and optimize usage. This is what we are talking about with manufacturers. It's time to talk about the follow-up revenue sharing, but I have been holding back and not doing this."
Yike’s YMS is the Google GMS learned from Google. On the one hand, it enhances its own strength, and on the other hand, it enhances user experience. However, Yike is not as powerful as Google. When attracting mobile phone manufacturers, in addition to investment, user experience, and its own influence, it also needs to There are promises about revenue sharing.
The fulfillment of this promise...
It needs to be fulfilled.
Because other mobile phone brands that do not use YMS in the domestic market have their own derivative income.
Although YMS has improved the user experience, this experience is for the medium and long term. It is impossible for any qualified new mobile phone to freeze when it is just sold to users.
Including not limited to the advertising revenue of the system, this is the money that can be obtained immediately. If YMS does not provide a reasonable sharing bundle, even if a manufacturer lineup can be formed for a while, it will still change when everyone's plate is stable.
Qi He didn't need to describe this truth in detail, Fang Zhuo naturally knew it, but he still suppressed the exploration and development of ecological revenue.
According to Qi He, others use 100-point advertising to make money, but we can only use 50-point advertising to make money. This can not only improve user experience, but also earn income for maintaining cooperation.
At the very least, it's already better than friends, isn't it?
Fang Zhuo is not necessarily opposed to advertising revenue. A healthy system that can circulate is of course beneficial. He just doesn't agree with the judgment at this stage.
He hopes that products branded with the YMS brand can give consumers a strong certification, which still takes time, and the top priority is to roll the user base of the camp, and the income brought by a larger volume is non-linear growth.
However, the development of advertising-based income is put on hold for the time being. What Fang Zhuo considers is whether he can eat a piece of soup for the commercial business first, so as to satisfy his brothers and manufacturers.
For example, Baidu's default search engine status on YMS manufacturers.
At present, because Echo has invested in Sogou, both M and S series products default to Sogou for search, but considering Baidu's status and the needs of other brands, Echo let them choose to carry it independently.
Without exception, other manufacturers have defaulted to Baidu as the first search choice.
What Fang Zhuo wants to discuss is to lead everyone to negotiate a two-to-three-year contract that maintains this status.
This is by no means out of his malice towards Baidu.
Instead, this is relatively normal B2B business-to-business business.
It seems that later Google was charged similar licensing fees by Apple and Samsung, which were calculated in billions of dollars.
If Baidu doesn't follow suit, then...then let Sogou talk about it. Even if Sogou has Yike's investment, it should bleed and compete normally.
Anyway, brothers and manufacturers must eat something, so that they can continue to go down together.
Fang Zhuo is sometimes in a dilemma. Of course, he hopes that all YMS manufacturers will follow him for free. He also hopes that Sogou's share will increase without spending a penny, and he also hopes that Baidu will ruin its own reputation.
But, how can there be such a good thing in the world.
Fang Zhuo talked about the 2B business with Qi He. He will not talk with Baidu in the near future. Maybe around the fourth quarter, the two sides will start a commercial negotiation.
After Su Wei heard that it was purely based on commercial considerations, she had to feel very regretful.
"I thought there was a war going on, and I was still thinking, if you go to Baidu headquarters, what kind of words can you write."
Fang Zhuo was stunned, touched for a while, and said: "I still can't write easily. You people always think of the worst. Things are over and you mention it from time to time. I didn't want to write at the beginning. They insisted on me. I really appreciate Ali Fajia's style of play, and I was also temporarily... emotional."
Su Wei didn't even know if the CEO's "really appreciated" was a lie. Sometimes he seemed to be pondering and summarizing these business things.
She just said: "It's all our fault, it's all our fault, don't mention it, don't mention it, oh yes, if the listing is successful next year, will you go to Nasdaq to ring the bell?"
Su Wei suddenly discovered a detail that had been overlooked before.
E-buy starts its journey to the market, and it won’t be that even the big boss can’t ring the bell himself in the end...
"Hey, um, let's see the situation later." Fang Zhuo didn't think there was anything wrong with flying around in the past, but suddenly he was worried about not flying out, and he really felt a sense of restraint, "The United States has been inviting invitations from all sides during this time, what? Interviews, tapings, baseball kickoffs, basketball events, movie cameos, uh, turned them all down."
Su Wei thought about it, forget it, let's put safety first.
She said: "The great mountains and rivers in China are enough for you to enjoy. What programs and movies you want to participate in in China are up to you."
"That's what I said." Fang Zhuo smiled, "Let's make more money. The more money you make, the more confident you will be. I'm an insecure person."
Su Wei glanced at the richest man: "Is it because Bing Xin lacks a sense of security?"
Seeing that President Fang did not deny it, she suddenly thought about it, and said a little hesitantly: "If there are really off-site factors in Bingxin, will it affect Yike?"
Fang Zhuo didn't answer.
Su Wei frowned, thought carefully about the possible logic, and asked after a while: "Do you think Bingxin will face a crisis, or Yike, or the entire Yike Department?"
"Considering the crisis is the responsibility of an excellent CEO." Fang Zhuo patted Teacher Xiao Su's head and said with relief, "As expected of the best female CEO in China who led Tesco to go public, she has grown up."
He quoted the title of a report from a certain domestic media in the first half of the year.
Su Wei didn't laugh and laugh with him, but thought carefully about this issue. The attributes of the ice core are more sensitive, especially when its level is gradually chasing forward, and when it is not guaranteed, it will really be restrained by the outside. .
This judgment has always been kept secret by Mr. Fang.
From the perspective of the overall situation, the economic development after the financial crisis is quite peaceful. If there is a problem with the ice core, what will the environment be like at that time?
Is it an example or a commercial symbol of changing relationships?
If it is the latter, will it be typicalized and then expanded?
Su Wei thought about rehearsing a certain situation, and the first thing in her mind was "from one crisis to the next crisis" of the man in front of her. However, from this point of view, the nature of this crisis is not just business, it is more Obvious complicated and dangerous.
Returning to the attributes of the ice core, considering the limitations that have existed in the semiconductor industry for a long time, the development of it and SMIC in the past few years has been relatively smooth.
Smoothness is temporary, and bad competition is the return to the main theme?
Su Wei looked back, came back to her eyes, and said slowly: "The ice core in the semiconductor situation seems to be quite difficult. If it is really restricted, what should I do?"
Fang Zhuo didn't know that Teacher Xiao Su thought a lot in just a short while, but he suddenly heard her pessimistic tone and smiled: "What should I do? What can I do? If it is really restricted, it might be a good thing instead."
"How is it?" Su Wei was puzzled.
"The good thing is that you can't surrender." Fang Zhuo said with a smile, "For a moment, in one year's view, it is a great setback, in five years' view, it is a special difficulty, in ten years' view, it may be an industry opportunity gone."
Take time to digest the crisis.
Fang Zhuo pointed to himself: "I'm not in my [-]s and [-]s like Zhang Zhongmo, and I can still fight a protracted war."
"You really have the spirit of revolutionary optimism." Su Wei praised from the bottom of her heart.
"It's not enough just to be energetic. You still need to make more money. If you have money in your hand, one day, when you carry it, you can make the brothers feel more comfortable." Fang Zhuo smiled slightly, "When the time comes, I will sell the shares , as soon as I’m short of money, I’ll sell the shares and see what can be done.”
Seeing that he spoke easily, Su Wei gave a thumbs up: "As expected of the second best president in the world."
"Well, the best female CEO in China." Fang Zhuo also praised her back.
"The best female CEO still has to use her subjective initiative to help the world's second best CEO earn more money." Su Wei said, "Then sell the shares at a high price."
"It has to be you, and it has to be Teacher Xiao Su." Fang Zhuo praised him even more this time, "Look at other people, Sina, Yongke, I'm crying when I sell shares."
Su Wei said "hmm", her family is also from Yi's generation, so it's different.
……
Before the crisis came, there was only a slight shadow.
Fang Zhuo's mentality was very stable.
Crisis is one thing, hope in crisis is another, things have to be viewed dialectically.
The data revealed by this year's wafer service alliance is still the same. The progress of the domestic production chain is average. It can only be said that it has just recovered from the impact of the financial crisis, and comrades still need to work hard.
But let's work hard, to be honest, it is relatively weak to face foreign competing manufacturers.
All links need stable iterations to make rapid progress, and it is difficult to take this into account in the choice of the commercial market. Only when the commercial market is mixed with additional factors, domestic manufacturers have to examine whether foreign manufacturers can stabilize the supply, and the domestic link can usher in Growing rapidly.
Regarding this additional factor, Fang Zhuo has some other ideas, but he still needs to combine the situation and carefully demonstrate in his mind.
On May 5th, there are 29 days before the release of Yike's new machine.
Fang Zhuo has held several intensive meetings in the past few days. In addition to paying attention to the situation of the new machine, he is also discussing the outline construction of an internal executive rotation.
Before discussing values with Ali, Fang Zhuo's confirmation and thinking about the management system was rewarding-not referring to the titans in Ali's part.
Now is the question of internal training.
However, this matter has not been discussed with much results, Gao De cried directly, and what was mentioned was really the matter of Baidu poaching people.
Not only is Baidu poaching people, Penguin is also poaching people from AutoNavi.
What Gao De means is that Baidu and Penguin are too fierce to poach people. They are not here for Gao De, but for Yi Ke!
President Cheng Congwu not only made a phone call, but also flew to Shencheng to meet Mr. Fang himself. He also mentioned a reason for this while asking for help.
"Mr. Fang, we planned to go public before, but after we reached a cooperation with Yike, we wanted to expand the market share, and the going public was delayed."
"But this slowdown, some employees are not happy, and have opinions."
"The options in their hands could not be exchanged, so they were poached by Baidu and Penguin."
Cheng Congwu's tone was rather aggrieved.
"The cooperation between Yi Ke and AutoNavi is to blame for the co-authorship?" Fang Zhuo listened to Mr. Cheng's meaning, and smiled, "Hey, Mr. Cheng, Yi Ke just invested money honestly."
Cheng Congwu drank his tea and didn't speak.
Yes, did you honestly invest money in Morningstar Semiconductor back then?
Where did Morningstar Semiconductor go?
Fang Zhuo looked at Cheng Congwu, and asked, "Mr. Cheng, what do you mean? This employee is leaving, and you have to keep up with the salary. You can pay whatever price you like on Baidu."
Seeing that Mr. Fang said it easily, Cheng Congwu had to say: "Mr. Fang, AutoNavi is no better than Yike...Baidu is two or three times more poaching. How can we follow..."
"Then..." Fang Zhuo thought for a while and said, "Then let's continue to make cakes. Although the listing is postponed, the prospect is not too far away."
Cheng Congwu said: "Mr. Fang, they don't believe it. Many people say that AutoNavi will be acquired by Yike and may not be listed in the future. I have been asked several times."
Fang Zhuo let out an "Oh" and waited for him.
(End of this chapter)