RINAPE :: Volume #11

#1055: The peer is an enemy


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In Lawrence's humorous enormous degree enlivened the atmosphere, when enters the reporter inquired the link, before him charming humorous had not won the attention of media reporter for him, the vision of all media reporters, centralized on Li Mu, they had too many issues to inquire that sat in Lawrence Li Mu. 劳伦斯的幽默极大程度上活跃了现场气氛,但是,当进入记者提问环节的时候,他之前的风趣幽默并没有为他赢得媒体记者的关注,所有媒体记者的目光,都集中在李牧身上,他们有太多的问题想要询问坐在劳伦斯身边的李牧 When some innumerable media reporters raise hand to hint, Li Mu said with a laugh: Is sorry, I come from China, therefore first looks after the China media, the opportunity of first inquiry was asked by the reporters of China CCTV.” 当有无数媒体记者举手示意的时候,李牧笑着说:“抱歉诸位,我是从华夏来的,所以还是先照顾一下华夏媒体,第一个提问的机会就由华夏央视的记者来问吧。” The microphone gave a 20-year-old CCTV press woman, opposite party although assured Li Mu certainly to CCTV inquiry opportunity, but didn't expect Li Mu unexpectedly so broad and level gave oneself the opportunity of first inquiry directly. 话筒给了一个20多岁的央视女记者,对方虽然笃定李牧一定会给央视提问机会,但是没想到李牧竟然会如此坦荡的直接将第一个提问的机会给了自己。 The press woman stands, asked Li Mu: Mr. Li, now many some finances as well as internet and other specialized commentaries, they think that you choose the US (America) capital to discuss Series C rounds financing of Muye Science and Technology, the ultimate goal is able to go on the market in US (America) for the enterprise, I want to ask you, in your plan, Muye Science and Technology whether really favors goes on the market in US (America)?” 那女记者站起来,问李牧:“李先生,现在有很多金融以及互联网等方面的专业评论,他们一致认为您选择美国资本谈牧野科技c轮融资,最终的目的是为了企业能够在美国上市,我想请问您,在您的规划里,牧野科技是否真的倾向于在美国上市?” Li Mu hears this issue, shows a faint smile, said broadly and level: Right, I truly favor letting Muye Science and Technology can go on the market in US (America) in the future.” 李牧听到这个问题,微微一笑,非常坦荡的说:“没错,我确实倾向于让牧野科技将来可以在美国上市。” The press women asked: „Can that speak the reason that you do that?” 女记者问:“那能不能讲一下您这么做的原因呢?” Li Mu said earnestly: As the internet industry most developed market, the understanding of US (America) society and capital to internet, contains and approval degree, must far exceed other countries, the internet industry and entity industry are different, internet enterprise most assets are the intangible assets, the concrete appraisal of intangible asset needs the market environment to be used as the basis, to make the Muye Science and Technology market value obtain the maximum approval, then inevitable must choose in the maturest market, otherwise has certainly the serious underestimated phenomenon, the development to enterprise has very tremendous effect.” 李牧认真说道:“作为互联网行业最发达的市场,美国社会以及资本对互联网的理解、包容以及认可程度,都要远超其他国家,互联网行业与实体行业不同,互联网企业大部分的资产都是无形资产,无形资产的具体评估非常需要市场环境做基础,如果想让牧野科技的市值得到最大限度的认可,那么必然要选择在最成熟的市场上市,否则一定存在被严重低估的现象,对企业的发展有很大的影响。” Li Mu does not know why CCTV reporter asked whether own future decided in issue that US (America) goes on the market, the ambition that but Muye Science and Technology goes to US to go on the market now is very obvious matter, otherwise oneself are impossible to run up to US (America) to carry out financing, simultaneously is higher than such big sound in US (America). 李牧不知道央视记者为什么问自己将来是否决定在美国上市的问题,不过牧野科技赴美上市的野心现在已经是非常明显的事情了,否则自己也不可能跑到美国来搞融资,同时又在美国高出这么大的动静。 Reason that does not consider to go on the market internally, is not Li Mu is unpatriotic, but is present Muye Science and Technology is not suitable to go on the market internally. 之所以不考虑在国内上市,并非李牧不爱国,而是眼下牧野科技不适合在国内上市。 First, the domestic A stocks have very strict threshold, moreover not suitable nowadays internet enterprise, particularly profit-making target ; 首先,国内的a股有很严格的门槛,而且也不适合现今的互联网企业,尤其是盈利性指标; A stock request listed enterprise must gain within certain amount of time continuously, but internet enterprise majority is burning money, Muye Science and Technology although can also depend on YY and Town of Paradise now reluctantly is self-sufficient, but this is also only the present aspect, once finances successfully, fever money starts immediately, by that time, Muye Science and Technology account lost/carrying profit will be perhaps scary, one year of account lost/carrying profit hundreds of millions USD even ten hundred million USD above are the normal phenomena, fundamentally does not meet the requirements of A stock ; a股要求上市企业必须在一定时间内连续盈利,但是互联网企业大部分都是在烧钱,牧野科技现在虽然还勉强能靠着yy天堂小镇自给自足,但是这也只是眼前的局面,一旦融资成功,烧钱将立刻启动,到那个时候,牧野科技账面负盈利恐怕会吓死人,一年账面负盈利几亿美元甚至十亿美元以上都是正常现象,从根本上就不符合a股的要求; Next, A stocks do not have the internet enterprise now, in addition the internet enterprise insufficient understanding and approval of entire capital environment, Muye Science and Technology can go on the market in A stocks even, the estimate value will still be far lower than the expectation, in that case, is equal to from breaking the both legs. 其次,a股现在还没有互联网企业,再加上整个资本环境对互联网企业都缺乏足够的理解与认可,就算是牧野科技能在a股上市,估值也会远低于预期,那样一来,等于自断双腿。 After CCTV reporter inquired finished, reporter who Li Mu second chose US (America) cnn. 央视记者提问结束之后,李牧第二个选择了美国cnn的记者。 the cnn reporter is a middle-aged male of suit and dress shoes, he asked Li Mu: Mr. Li, the Muye Science and Technology present development speed has made the entire US (America) internet industry shock, moreover becomes the direct competition opponent with Microsoft msn directly, what I want to ask, in your eyes, which internet enterprises does US (America) have to become the Muye Science and Technology powerful competitor?” cnn的记者是一位西装革履的中年男性,他问李牧:“李先生,牧野科技现在的发展速度已经让整个美国互联网行业为之震惊,而且直接与微软msn成为了直接竞争对手,我想问的是,在您的眼里,美国有哪些互联网企业有可能成为牧野科技的有力竞争对手?” Li Mu ponders over the moment, said: What without a doubt is, US (America) has great internet enterprise, Google, is Microsoft, Oracle wait/etc, is the example of Muye Science and Technology learn/study, but in my opinion, I hope actually all US (America) big internet Corporation can become the Muye Science and Technology competitor.” 李牧思忖片刻,说:“毫无疑问的是,美国有许多伟大的互联网企业,无论是谷歌,还是微软甲骨文等等,都是牧野科技学习的榜样,不过在我看来,我倒是希望所有美国大型互联网公司都能成为牧野科技的竞争对手。” Li Mu this saying, many reporters reveal surprisedly, the meaning in Li Mu this saying to be very obvious, he hopes that can become the competitor with US (America) all big internet Corporation, subtext will be Muye Science and Technology will launch the attack to the domain that all opponents will be on own initiative. 李牧这话一出,不少记者都表露惊讶,李牧这话里的意思很明显,他希望能够跟美国所有的大型互联网公司成为竞争对手,潜台词就是牧野科技会主动向所有对手所在的领域发动进攻。 The reporter closely examines one: Mr. Li, I whether can understand is, Muye Science and Technology does not satisfy the present development direction, in the future to many domain development?” 那记者追问一句:“李先生,我是否可以理解为,牧野科技并不满足于现在的发展方向,未来会向更多的领域发展?” Li Mu nods: To me, I the Muye Science and Technology imprisonment in the immediate Instant Messenger software arena, I do not hope that has the opportunity to make the Muye Science and Technology crosswise development, pull open the front, once the front pulls open, will naturally have more opponents.” 李牧点了点头:“对我个人来说,我不会把牧野科技禁锢在即时通讯软件领域,我也希望有机会能够让牧野科技横向发展、拉开战线,战线一旦拉开,自然也会拥有更多的对手。” Then, " Wall Street Journal » reporter inquired to Li Mu: Mr. Li, according to our knowledge, in the Venture Capital industry gives the Muye Science and Technology estimate value to surpass 200 hundred million USD now, your to 200 hundred million USD estimate values whether satisfies?” 接着,《华尔街日报》的记者向李牧提问:“李先生,据我们了解,现在风投行业内给牧野科技的估值已经超过了两百亿美元,请问您对两百亿美元的估值是否满意?” Li Mu laughs, although does not know that the reporter of Wall Street Journal asked this question out of what mentality, but he opened the mouth to reply: I must reply honestly you this issue, first, 200 hundred million USD estimate values I whether satisfies, I can tell you clearly, this price proposed in some stage, I am affirm satisfied, but that stage is not now ; Next, I thought that most Venture Capital thought speeds, cannot keep up with the Muye Science and Technology development speed, in this case, to achieve the cooperation, then inevitable is they pursues our speeds, cannot stop because of them because of the development of Muye Science and Technology. If they cannot catch up, they give the Muye Science and Technology estimate value, has no practical significance.” 李牧哈哈一笑,虽然不知道华尔街日报的记者问这种问题是出于什么心态,但他还是开口回答道:“我必须诚实回答你这个问题,首先,两百亿美元的估值我是否满意,我可以明确告诉你,这个价格在某个阶段内提出,我是肯定满意的,但那个阶段不是现在;其次,我觉得大部分风投的思维速度,跟不上牧野科技的发展速度,这种情况下,如果想达成合作,那么必然是他们来追赶我们的速度,因为牧野科技的发展不会因为他们而停下来。如果他们始终追不上,那他们给牧野科技的估值,就没有任何实际意义。” In the Li Mu's words is very clear, 200 hundred million USD estimate values to present Muye Science and Technology are nothing attractions, if the capital wants to throw Muye Science and Technology, must open one to catch up with the Muye Science and Technology development speed truly the price. 李牧的话里已经很明白,两百亿美元的估值对现在的牧野科技来说是没有任何吸引力的,如果资本想投牧野科技,必须要开一个真正能追上牧野科技发展速度的价格。 Soon before, Li Mu initial price 170 hundred million USD got up discussed that the media surprisedly in Li Mu's excessively are self-confident, at that time many media wrote to attack him, thinks that his offer was basically impossible to obtain the approval of any Venture Capital, but after didn't expect such short time, because of the unceasing successes of Li Mu many strategies, Venture Capital has surpassed 200 hundred million USD to the Muye Science and Technology estimate value on own initiative, but now, Li Mu occupies the initiative completely, 20 billion he has looked down upon, but this time, does not have any media dare to taunt to Li Mu like before again. 不久之前,李牧开价170亿美元起谈的时候,媒体就已经惊讶于李牧的过分自信,那个时候不少媒体的都撰文抨击过他,认为他的报价基本上不可能得到任何一家风投的认可,但是没想到这么短的时间之后,因为李牧多个策略的不断成功,风投主动给牧野科技的估值就已经超过了200亿美元,而现在,李牧完全占据了主动权,200亿他已经瞧不上眼了,而这一次,没有任何媒体再敢像之前那样对李牧冷嘲热讽。 The reporter of New York Times inquired: Mr. Li, you used less than two years, created an estimate value to surpass 200 hundred million USD internet empires, this around the world was the unthinkable great success, you thought that is what urged your success, and success of Muye Science and Technology?” 《纽约时报》的记者提问:“李先生,您用了不到两年的时间,就缔造了一个估值超过两百亿美元互联网帝国,这在全世界范围内都是匪夷所思的巨大成功,那您觉得到底是什么促使了您的成功、以及牧野科技的成功?” Li Mu said: China has an archaism to call beneficial conditions of timeliness , favorable geographical conditions , and unity and coordination of the people, what the general meaning said that wants to win a war, needs the excellent climatic conditions, the advantageous geographical environment and stable morale of troops, the climatic conditions can understand are the opportunity, the geographical environment can understand is the environment, the morale of troops can understand that for the innermost feelings of team member, but Muye Science and Technology just had these three points.” 李牧说:“华夏有一句古语叫‘天时地利人和’,大概意思说的是,想打赢一场战争,需要有绝佳的气候条件、有利的地理环境以及稳定的军心,气候条件可以理解为机遇,地理环境可以理解为环境,军心则可以理解为团队成员的内心所向,而牧野科技刚好就是具备了这三点。” The inquiry and reply whole of first several issue are quite harmonious, Li Mu's replied that also satisfies the quizzer quite, then, Li Mu then hopes the media that on own initiative chooses several internet industries inquired. 前几个问题的提问与回答整体比较和谐,李牧的回答也让提问者比较满意,接下来,李牧便主动希望挑选几家互联网行业的媒体来提问。 What first has the opportunity is Yahoo, what lets Li Mu didn't expect is, the issue of Reporter Yahoo comes up to be belligerent. 第一个得到机会的是雅虎,不过让李牧没想到的是,雅虎记者的问题一上来就火药味十足。 Mr. Li, it is well known, the speed of internet industry although development is fast, but the bubble is serious . Moreover the speed of renewal iteration is also express, as a model of immediate Instant Messenger software, YY truly is at present popular in the US (America) market, then you felt, the aspect that YY this receive user welcome how long can continue? Or you felt when YY this bubble will burst?” 李先生,众所周知,互联网行业虽然发展的速度非常快,但是泡沫化严重,而且更新迭代的速度也特别快,作为一款即时通讯软件,yy目前在美国市场确实非常受欢迎,那么您觉得,yy这种受到用户欢迎的局面能够持续多久?或者说,您觉得,yy这个泡沫什么时候会破裂?” Li Mu didn't expect, the first peer's inquiry unexpectedly so will be unfriendly. 李牧没想到,第一个同行的提问竟然会这么不友好。 However pours also conforms to Guo Degang that classical opinion, only then the peer is an enemy. 不过倒也符合郭德纲那句经典的言论,只有同行才是冤家。 Let alone, Yahoo in 2000, the market value rose thousand hundred million USD scales, at present is the internet industry enterprise ranked the first, some Yahoo person acting cool arrogance can also understand but actually. 更何况,雅虎在2000年的时候,市值就攀升到了千亿美元的规模,目前是互联网行业排名第一的企业,雅虎人有些装逼的傲气倒也可以理解。 Therefore, Caucasian Reporter Yahoo of Li Mu looks at that face provocation, shows a faint smile, said: although you are the Yahoo reporter, but I did not determine that you to some internet industry many understanding, said that in my eyes, YY was one just the needing product and had the extremely high non- interchangeability, but in comparison, as Portal website as well as free mailbox service, Yahoo not just needing product . Moreover the interchangeability was too high, I had confidence that will make YY develop in the next ten years unceasingly, but Yahoo, if did not transform as soon as possible, perhaps will start to go down hill in the next several years, if you want to look at the bubble burst the good play, waited to look at Yahoo Quite realistic.” 于是,李牧看着那位一脸挑衅的白人雅虎记者,微微一笑,说:“虽然你是雅虎的记者,但我不确定你本人对互联网行业到底有多少了解,这么说吧,在我眼里,yy是一个刚需型产品而且有极高的不可替代性,而相比之下,作为门户网站以及免费邮箱服务,雅虎本身并非刚需型产品,而且可替代性太高,我有把握让yy在未来的十年内不断发展,但雅虎如果不尽快转型的话,恐怕在未来的几年之内就会开始走下坡路,如果你想看泡沫破裂的好戏,还是等着看雅虎比较现实。” In US (America) internet enterprise, most interesting is Yahoo, because in the Li Mu eye, Yahoo except for at the beginning of internet is born looked for right beyond the development direction, other all time are making mistakes. 美国互联网企业里,最有趣的就是雅虎,因为在李牧眼里,雅虎除了在互联网诞生之初找对了发展方向之外,其他的所有时间都在犯错。 Missed the low price to purchase the Google opportunity, waited to purchase the discovery could not actually have afforded ; 错过了低价收购谷歌的机会,等想收购的时候却发现已经买不起了; Ten hundred million USD can purchase Facebook, but the critical moment does not have the business ethics, wants to further keep prices down to 8.5 hundred million USD, finally by Mark Zuckerberg categorically rejects, when is quiet the face is asking for the offers of over 10 hundred million USD, Facebook already completely not bird it ; 原本十亿美元就可以收购faebook,但紧要关头没有商业道德,想进一步压价到8.5亿美元,结果被马克扎克伯格断然拒绝,再恬着脸开出超过十亿美元的报价时,faebook已经完全不鸟它了; By 08 years, Yahoo had been defeated for successive several years, Microsoft to resist Google, asked for the offers of 500 hundred million USD to it, finally by the proud Yahoo rejection ; 到了08年,雅虎已经连续多年落败,微软为了对抗谷歌,给它开出了500亿美元的报价,结果被骄傲的雅虎拒绝; By 2016, Yahoo finally found the seller, took over a business by 48 hundred million USD prices by US (America) Instant Messenger giant Verizon...... 到了2016年,雅虎终于找到了卖家,被美国通讯巨头verizon以48亿美元的价格接盘…… In the Li Mu eye, Yahoo could be said as from 2000 resting on one's laurels that started to be shiftless, moreover rested on one's laurels at the same time, went down hill while has not forgotten acting cool, what was most laughable, Yahoo so many years in internet of vigorous development as well as moved in the internet domain, rare achievements that does not have any was worth praising, this was really funny. 李牧眼里,雅虎可以说是从2000年就开始不思进取的吃老本,而且一边吃老本、一边走下坡路还一边不忘装逼,最可笑的是,雅虎这么多年在蓬勃发展的互联网以及移动互联网领域中,难得的没有任何值得称道的建树,这实在是太搞笑了。 But now, funny Reporter Yahoo looks down upon Muye Science and Technology unexpectedly, this makes Li Mu quite uncomfortable, therefore does not take into consideration such multimedia, does not have scruples Yahoo or the industry first, opens the resentment directly in the presence of everyone. 而现在,搞笑的雅虎记者竟然瞧不起牧野科技,这让李牧颇为不爽,所以也不顾及这么多媒体在,更不顾忌雅虎还是行业第一,直接当众开怼。 Reporter didn't expect Li Mu unexpectedly so direct opening resentment, subconscious questioning: „The Yahoo market value at least is Muye Science and Technology 6-7 time, why you think that the Yahoo bubble can burst, rather than Muye Science and Technology?” 那记者没想到李牧竟然会如此直接的开怼,下意识的追问:“雅虎的市值至少是牧野科技六七倍,你凭什么认为雅虎的泡沫会破裂,而不是牧野科技?” Li Mu said with a smile: Depends on present Yahoo is not not possible to affect Muye Science and Technology, on the contrary, some Muye Science and Technology actually many aspects can affect Yahoo.” 李牧笑道:“就凭现在的雅虎根本不可能影响到牧野科技,相反,牧野科技却有很多方面可以影响到雅虎。” The reporter is also young and impetuous, such a was choked by Li Mu, that share as the Yahoo staff proud with from was stimulated mostly, he said agitatedly: How does Muye Science and Technology affect Yahoo? Please illustrate with examples.” 那记者也是年轻气盛,被李牧这么一呛,那股子作为雅虎员工的骄傲与自大都被激发了出来,他语气激动的说:“牧野科技如何影响雅虎?请你举例说明。” Li Mu shows a faint smile, said: I had not prepared vigorously to promote PO Box YY in entire US, has not thought must get online YY English Portal website immediately, since you raised the objection to Muye Science and Technology, I might as well did to you demonstrate, actually making you have a look is YY can affect Yahoo, Yahoo can affect YY.” 李牧微微一笑,道:“我原本没准备在全美大力推广yy,也没有想过要立刻上线yy的英文门户网站,不过既然你对牧野科技提出异议,那我就不妨做给你演示一下,让你看看究竟是yy能影响雅虎,还是雅虎能影响yy。”
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