RINAPE :: Volume #15

#1463: Attacking army has reached the city!


LNMTL needs user funding to survive Read More

muye &...... muye&…… Can look clear from the name, this is the company that Muye Science and Technology and Baidu jointly establish, this type writes the alliance concern in name directly, is common in the West. 从名字就可以看得一清二楚,这是一家牧野科技百度联合成立的公司,这种直接写在名字上的联合关系,在西方非常普遍。 For example defense brand Lockheed Martin, after it is Lockheed and Martin Marietta Corporation merges the new product ; 比如军工品牌洛克希德・马丁,它是洛克希德公司与马丁・玛丽埃塔公司合并后的新产物; For example luxury brand d & g, it takes a letter from two founder dole and ga Boss Boss ana name respectively the product ; 比如奢侈品牌d&g,它是从两个创始人dole和gabbana名字里各取一个字母的产物; Actually Baidu is buys the soy sauce in muye &, but Li Mu is willing to use this name name company as before, on the one hand to Baidu certain respect, more important must enable person one eyes to see, muye & is a company that concentrates on the search engine, its although is a new company, but has the genes of two internet Corporation. 其实百度在muye&就是个打酱油的,但李牧依旧愿意用这个名字命名公司,一方面是给百度一定的尊重,更重要的则是要让人一眼就能看出,muye&是一个专注于搜索引擎的公司,它虽然是一个新公司,但却拥有两家互联网公司的基因。 In addition, this name also to release a news to Larry Page: brothers works, lives up to one's words. 除此之外,这个名字也是为了向拉里・佩奇释放一个讯息:哥们做事,说到做到。 Larry Page was really shocked thoroughly by Li Mu. 拉里・佩奇真的被李牧彻底震撼住了。 His didn't expect Li Mu's rhythm so will be fast, arrives quickly make the blood boil, couple days ago these were also only he with the excuse that oneself negotiated, now becomes the reality completely. 没想到李牧的节奏会这么快,快到令人发指,前几天这些还都只是他跟自己谈判的说辞,现在就全部变成了现实。 But after muye & announced was established, impact that first has, was rapid increasing of Baidu estimate value, in capital market, Baidu estimate value in one night at least increase 30%. 而muye&宣布成立之后,最先带来的影响,就是百度估值的飞速攀升,在资本市场上,百度的估值在一夜之间至少涨幅30%。 Next, was Muye Science and Technology are also many one to be able with the chip of story and improvement estimate value, this indicates that Muye Science and Technology will soon enter the search engine domain, this was straddling of zones expansion in an absolute significance, to Muye Science and Technology, brought only benefit , and no harm whatsoever ; 其次,是牧野科技自身也多了一个可以拿来讲故事、提升估值的筹码,这预示着牧野科技即将进军搜索引擎领域,这是一次绝对意义上的跨界扩张,对牧野科技来说,有百益而无一害; Finally, is universal write off of market to Google. 最后,是市场对谷歌的普遍唱衰。 The present situation is extremely disadvantageous to Google, in market one opponent who killed such a blockbuster level, the Google prospect in a twinkling became especially uncertain, what first can be clear, Google then wants to continue the development is difficult, next was the issue that Google then must face, issue that did not continue to develop, but how to defend the issue of landscape, the following development, will be muye & will nibble Google unceasingly in the search engine domain share, but behind Google a higher first-level current capacity has not originated, only therefore perhaps they can do in the future on was the subtraction. 现在的形势对谷歌来说极其不利,市场里一下杀出了这样一个重磅级的对手,谷歌的前景霎时间就变得格外渺茫,首先可以明确的是,谷歌接下来想继续发展已经是难上加难,其次是谷歌接下来要面临的问题,不是继续发展的问题,而是如何守住自己江山的问题,接下来的事情发展,将是muye&不断蚕食谷歌在搜索引擎领域的份额,而谷歌背后没有更高一级的流量来源,所以他们在未来恐怕唯一能做的就是减法。 The market lost the hope to Google, this directly caused estimate value of Google in capital market to fall accordingly, the estimate value approval of capital market to Google, from 10 billion fell all of a sudden 6 billion high and low . Moreover the capital gave the estimate value that they judged, whether some people are willing to take over a business the Google stock by 60 hundred million USD at this time, was an unknown. 市场对谷歌丧失了希望,这就直接导致了谷歌在资本市场上的估值应声下跌,资本市场对谷歌的估值认可,从百亿一下子跌到了60亿上下,而且资本只是给出他们判断的估值,是否有人愿意在这个时候以60亿美元接盘谷歌的股份,还是一个未知数。 The capital market attitude all of a sudden becomes especially desolate, ipo that Google is arranging is also suspended, the securities trader that because cooperates informs Google, if continues according to planning to arrange ipo, the Google market value will be far lower than the original expectation . Moreover, if in the future time, muye & will give the Google business to bring the impact unceasingly, the Google estimate value will also continue to reduce, has the possibility successfully to go on the market even next year, will not be necessarily able to reach 100 hundred million USD market values, if muye & will give Google to bring the tremendous blow in the future time, the hope that Google will go on the market will become the bubble. 资本市场态度一下子变得格外冷淡,谷歌正在筹备的ipo也被迫中止,因为合作的券商告知谷歌,如果继续按计划筹备ipo,谷歌的市值将远低于原本的预期,而且,如果在未来的时间里,muye&不断给谷歌的业务带来冲击的话,谷歌的估值还将继续降低,有可能就算明年成功上市,都未必能够达到100亿美元的市值,如果muye&在未来的时间里给谷歌带来巨大冲击的话,谷歌上市的希望将成为泡影。 internet Corporation is the bubble enterprise, the estimate value and market value depends entirely on the concept and story support, once the concept crashes, story unable saying that enterprise also crashed, the Google original concept is: Popular rate as well as behavior proportion of the search engine in internet user will be getting higher and higher, it the effect on the internet user will also be getting bigger and bigger ; The story is the eye of previous life biggest search engine, moreover Google does not have the super opponent in this industry, future excellence. 互联网公司本身就是泡沫型企业,估值与市值全靠概念和故事支撑,一旦概念崩盘、故事讲不下去,企业自身也就崩盘了,谷歌原本的概念是:搜索引擎在互联网用户中的普及率以及行为比重会越来越高,它对互联网用户的影响也会越来越大;故事是自己是目前世界最大的搜索引擎,而且谷歌在这个行业里没有超级对手,未来一片大好。 However now, the concept , the story could not have said that the story cannot say, the market value crashes is the inevitable result. 但是现在,概念还在,故事已经讲不下去了,故事讲不下去,市值崩盘就是必然结果。 In the internet history has the case of too much bubble burst, for example aol, about 2000 hundred million USD market values, several years of shrinkage 98% ; Renren, the peak 70 hundred million USD market values, surpass Sohu, NetEase and Sina, finally falls to 1/10 of insufficient peak market value ; Poly beautiful superior, this enterprise can only describe with hehe two characters...... 互联网历史上有太多泡沫破裂的案例,例如aol,将近两千亿美元的市值,几年时间缩水98%;人人网,巅峰时期70多亿美元市值,超过搜狐网易新浪,最后跌到不足巅峰市值的十分之一;还有聚美优品,这家企业只能用呵呵两字形容…… Li Mu establishes a company now on a grand scale, has made Google feel the bubble to border on the panic of breakage, this also made Larry Page fluster the position, if muye & really got online the muye search several months later, and its built- in all YY products, that Google market value will perhaps fall to 30 hundred million USD below. 李牧现在只是大张旗鼓的成立了一家公司,就已经让谷歌感受到了泡沫濒临破裂的恐慌,这也让拉里・佩奇慌了阵脚,如果muye&真在几个月后上线了muye搜索,并将其内置在所有yy产品里,那谷歌的市值恐怕将跌到30亿美元以下。 ...... …… When entire Google wails vast, Fang Xudong came. 就在整个谷歌哀嚎遍野的时候,方旭东来了。 As the high-end technician who walks from Silicon Valley, Fang Xudong by the Li Mu summon returned to Silicon Valley at this time, the signal of release is very obvious. 作为从硅谷走出去的高端技术人才,方旭东这个时候被李牧召唤回到硅谷,其中释放的信号十分明显。 Li Mu moves the technical experts who oneself most have a high opinion, solves the muye & technology team to build the issue specially, this also means, from the technical point, the muye & muye project, has become Li Mu at present the technical priority highest project. 李牧把自己最倚重的技术大拿都调过来,专门解决muye&的技术团队搭建问题,这也就意味着,从技术层面上来说,muye&的muye项目,已经成了李牧目前技术优先级最高的项目。 This signal makes Google more desperate. 这个信号让谷歌内部更加绝望。 Afterward, the Baidu first engineer formation follows close on the Fang Xudong footsteps to rush to US (America), according to the inside information, this engineer formation is only estimate manpower of Baidu in the muye & project in 1/5 that invests, remaining 4/5 are stepping up the time to handle to go to US to get visa. 随后,百度的第一个工程师编队紧跟着方旭东的脚步赶赴美国,据内部消息透露,这支工程师编队只是百度在muye&项目上预计人力投入的五分之一,剩下的五分之四正在加紧时间办理赴美签证。 High attaching great importance to of Baidu, means that the muye & future team, can in the shortest time the Baidu existing technology, in the shortest time, making muye search to have with the Baidu similar level. 百度的高度重视,意味着muye&未来的团队,能够在最短的时间内将百度现有的技术,在最短的时间内,让muye搜索具备与百度同样的水准。 This also means, muye has the possibility to meet with the user in just several months. 这也就意味着,muye有可能在短短的几个月时间内与用户见面。 Larry Page started to suffer from the serious vigilance, he in lasted 72 hours in had not closed the eyes, same suffered from the vigilance with him, had in Google. 拉里・佩奇开始患上了严重的失眠症,他已经在长达72个小时的时间里没有合眼了,和他一样患上失眠症的,在谷歌还有很多。 Again, another news comes. 再紧接着,又一个消息传来。 muye & rented a 5000 even middle-and-small office in Silicon Valley, this office can satisfy at least three to 400 people of work, more interestingly, this office in the Muye Science and Technology Silicon Valley subsidiary company and Google middle, surveys the distance strictly the words, it leaves Google be nearer than to Muye Science and Technology. muye&在硅谷租下了一栋五千多平的中小型写字楼,这个写字楼能够满足至少三到四百人办公,更有意思的是,这栋写字楼就在牧野科技硅谷分公司与谷歌的中间,严格测算距离的话,它离谷歌要比离牧野科技更近一些。 muye & signs this office, gave the Google bigger constriction. muye&签下这栋写字楼,给了谷歌上上下下更大的压迫感。 The enemies came, the enemy is very strong, enemy in side...... 敌人来了,敌人很强,敌人就在身旁…… Completely is an attacking army has reached the city regards the feeling. 完全是一种兵临城下的既视感。 At this time, more hearsay started to appear. 这个时候,更多的传闻开始出现。 Some news said, Muye Science and Technology must increase the muye search to the product ends of future all non- Chinese in ; 有消息称,牧野科技要把muye搜索添加到未来所有非中文的产品端内; Also some news said that Muye Science and Technology preparation the overseas edition conformity of Tieba (Post It) to the future muye search engine in ; 也有消息称,牧野科技准备将贴吧的海外版整合到未来的muye搜索引擎中去; The news said, Muye Science and Technology has reached the agreement with all music copyright owners, in the future the YY tunes content synchronously to E Boss on, and realizes the conduction current through the muye search engine, in other words, the user will directly search some song on the muye search engine in the future, muye will first demonstrate the genuine audition and download(ing) page automatically before most, and these also contained all YY tunes users' appraisals to this song ; 还有消息称,牧野科技已经跟所有音乐版权方达成共识,未来将把yytunes的内容同步到eb上,并通过muye搜索引擎实现导流,也就是说,未来用户直接在muye搜索引擎上搜索某一首歌,muye会自动将正版试听、下载的页面优先显示在最前,并且这其中还包含了所有yytunes用户对这首歌的评价; A more fearful news is, Muye Science and Technology prepares to begin on muye uses the Taobao Alliance advertisement solution, and the first half of the year in the alliance starting, all advertizing revenue subsidies to the current capacity lord, is divided into one point that oneself should take not to want completely, this was equal to playing the price war with Google directly, Google was living by the advertizing revenue, muye & is raising by Muye Science and Technology. 更加可怕的消息是,牧野科技准备着手在muye上使用淘宝联盟的广告解决方案,并且在联盟启动的前半年,将所有广告收入全部补贴给流量主,自己该拿的分成一分不要,这等于是直接跟谷歌玩起了价格战,谷歌靠广告收入活着,muye&靠牧野科技养着。 Last most fearful, this is almost Li Mu an attack way of nearly non-solution. 最后一个最可怕,这几乎是李牧一种近乎无解的进攻方式。 Which profits you by are living, I let completely submissively some profits, making you discard the income plate. 你靠哪些利润活着,我就把这部分利润全部拱手让出去,让你丢掉收入盘。 Therefore, the Li Mu's strategy is, oppresses opposite party all sources of income, then puts together the reserve with the opposite party, this should the capital market most brutal competition method. 所以,李牧的战略就是,压迫对方所有的收入来源,然后与对方拼储备,这应该资本市场最残酷的竞争手段。 Suddenly in these news that in the market spreads, pressed entire Google has not gasped for breath, they witnessed the death of Apple with own eyes, witnessed Mangomi to Apple profit easily accomplished general destroying, they can the clear feeling Li Mu that pair of invisible big hand, card stubbornly on their napes of the neck. 一时间在市面上流传的这些消息,压的整个谷歌都喘不过气来,他们亲眼见证了苹果的死亡,见证了mango-me苹果利润摧枯拉朽一般的摧毁,他们能清晰的感受到李牧那双无形的大手,正死死的卡在他们的脖颈上。 Resistance? Does not exist. 反抗?不存在的。 Larry Page could not sleep for successive four days, Li Mu brought Su Yingxue to transfer, to play playing in California everywhere, mood that called a joyfulness. 拉里・佩奇连续四天睡不着觉的时候,李牧带着苏映雪在加州到处转了转、玩了玩,心情那叫一个愉悦。 Su Yingxue although also enjoys this two people of the world very much, but worries in the China parents at heart, couple days ago she endured not saying that after the fourth night cloudy mountains, snuggles asks him in the Li Mu's bosom: When do we depart for home probably?” 苏映雪虽然也很享受这种二人世界,但心里还是牵挂远在华夏的父母,前几天她忍着没说出口,直到第四天晚上的巫山云雨之后,依偎在李牧的怀里问他:“我们大概什么时候启程回国?” Li Mu said: Now could not have decided the time, did you worry?” 李牧说:“现在还定不了时间,你着急了?” Su Yingxue hesitated for a moment, said: Fortunately, you , if there is matter, I accompany you to wait again.” 苏映雪迟疑片刻,说:“还好,你要是有事儿的话,我就陪你再等等。” Li Mu nods, says with a smile: I and other signal, this signal arrive, we depart for home immediately.” 李牧点了点头,笑道:“我在等一个信号,这个信号一到,我们立刻启程回国。” Su Yingxue curious asking: In and other signals? How long needs probably?” 苏映雪好奇的问:“在等什么信号?大概需要多久?” Li Mu shows a faint smile, said: I opponent recognize and other instigated how long it is estimated that could not want, was these 1-2 days.” 李牧微微一笑,说:“我在等我的对手认怂,估计要不了多久,就是这1-2了。” Li Mu truly recognized and other Larry Page instigated, Li Mu now very clear Larry Page's idea, nothing but first conducts the shoulder hardly, shoulders itself to expose the clue and weakness, but, Larry Page's idea is impossible to put into practice, because in the Li Mu eye, he has not brought any pressure on Li Mu the ability, does not have the sufficient pressure, even if Li Mu has the weakness, is impossible to expose. 李牧确实在等拉里・佩奇认怂,李牧现在很清楚拉里・佩奇的想法,无非就是先硬扛着,扛到自己暴露出端倪与弱点,但是,拉里・佩奇的想法不可能实现,因为在李牧眼里,他根本就没有给李牧施加任何压力的能力,没有足够的压力,李牧就算有弱点,也不可能暴露出来。 Instead is Larry Page, can he unable to withstand Li Mu to his these pressures? Li Mu meets in the extremely short time makes the crowded big movement continually, almost every movement is for makes in view of Google completely, was equal to coming cocktail of moves of one set of ultra strength to Larry Page, enough hit to explode his volume of blood, therefore, in the Li Mu's judgment, how long Larry Page certainly could not shoulder, once he could not shoulder, definitely will recognize to oneself again instigated. 反而是拉里・佩奇自己,他能不能承受得住李牧给他的这些压力?李牧在极短的时间内接连做出密集的大动作,几乎每一个动作都是完全为了针对谷歌而做出的,等于是给拉里・佩奇来了一套超高强度的组合拳,足够把他的血量打爆,所以,在李牧的判断中,拉里・佩奇一定扛不了多久,一旦他扛不下去了,必然会再次向自己认怂。 Therefore, the time that Li Mu returns to homeland is very simple, when Larry Page recognized instigated, he departs for home immediately, met with Larry Page? Does not exist. 所以,李牧回国的时间很简单,什么时候拉里・佩奇认怂了,他就会立刻启程回国,跟拉里・佩奇见面?不存在的。 Li Mu's guessed that has not gone wrong, next day, Larry Page as well as Google all shareholders could not support. 李牧的猜测没有出现偏差,第二天,拉里・佩奇以及谷歌的所有股东都撑不住了。 The Li Mu's movement is too crowded . Moreover the movement is very big, pointedness to be very strong, is equal to encircling Google with own main force army, is waiting for the coming of general attack time, this has basically made the market to the Google future desperate, now no one has been willing to invest Google, even if the Google estimate value drops lower and lower. 李牧的动作太密集,而且动作很大、针对性很强,等于是用自己的主力大军把谷歌团团围住,等待着总攻时刻的到来,这基本上已经让市场对谷歌的未来绝望,现在已经没有人愿意投资谷歌,即便谷歌的估值一降再降。 Gets down again, muye has not gotten online, Google has shrunk most. 再这么下去,muye还没上线,谷歌就已经缩水大半了。 So long as originally, dilutes 15% to Li Mu, the Google estimate value can obtain the significant good stimulation, but promotes rapidly, but now, a good sign to let the pulp that they hit. 原本,只要稀释15%给李牧,谷歌的估值就能得到重大利好的刺激而飞速提升,而现在,一手好牌让他们自己打的稀巴烂。 Therefore, the Google shareholder level held a discussion again, this discussed that everyone first attacked and complained mutually, finally actually the discovery, in this farce, each of them made the fatal mistake. 于是,谷歌的股东层再次进行了一次讨论,这场讨论大家先是互相攻击、互相埋怨,最后却发现,在这场闹剧中,他们每个人都犯了致命的错误。 Larry Page wants to compromise immediately, the shareholder level actually does not want ; 拉里・佩奇在第一时间想妥协,股东层却不愿意; The shareholder level after realizing the Li Mu's determination wants to compromise, Larry Page was a drag on, thought that Li Mu might be blusters, might as well first looks that did to decide again ; 股东层在意识到李牧的决心之后想妥协,拉里・佩奇又拖起了后腿,觉得李牧有可能是虚张声势,不妨先看一看再做定夺; Sees the present, the half body was buried. 看到现在,半截身子都入土了。 Everyone after ripping for quite a while, discovered that this responsibility to anybody, does not have the means to shirk cleanly, everyone looked like fell into the septic tank simultaneously, on no one did not have the flavor, like this ripped not to have the significance, can only increases the internal friction. 大家在撕了半天之后,发现这种责任对任何人来说,都没有办法推脱干净,大家就像是同时掉进了化粪池,没有一个人身上是没有味道的,这样撕下去也没有意义,只能是加大内耗。 After clearly recognizing such reality, the Google internal difficult agreement consensus , to continue to break off pulls the responsibility not to have the significance, making the best use of the time makes up for the mistake is the best way of stop-loss. 在认清这样的现实之后,谷歌内部艰难的达成共识,继续掰扯责任已经没有意义,抓紧时间弥补过错才是止损的最好方式。 Therefore, the shareholder level decided finally makes Representative Larry Page Google meet to chat with Li Mu again, this Google acknowledged that the punishment is deserved, the shareholder level collective diluted 20% stocks to Li Mu, the stock 15% that wanted from Li Mu promotes 20%, the price was 40 hundred million USD, compared beforehand 60 hundred million USD, lowered 33.4%, two offer has the vast gap, the back loss was extremely serious. 于是,股东层最终决定让拉里・佩奇代表谷歌再跟李牧见面聊一聊,这次谷歌认栽了,股东层集体稀释20%的股份给李牧,股份从李牧要的15%提升到了20%,价格为40亿美元,相比之前的60亿美元,低了33.4%,两个offer有着巨大的差距,背后的损失极其惨重。 But to shareholders who these are thrown into confusion thoroughly, they felt, so long as Li Mu complies to buy stock in Google and to the Google beforehand logistic requirement, simultaneously stops the muye & project, the Google market value can rise, therefore the pain is also only temporary, so long as the person has not died, the ripped meat can also be long sooner or later. 但对这些彻底乱了阵脚的股东们来说,他们觉得,只要李牧答应入股谷歌、给谷歌之前的条件保障,同时停止muye&的项目,谷歌的市值就能重新涨回来,所以痛苦也只是暂时的,只要人没死,割掉的肉早晚还都能长回去。 Therefore, Larry Page hastily and Li Ziwei relate, hopes that can meet with Li Mu again approximately one time. 于是,拉里・佩奇急忙李紫薇联系,希望能够跟李牧再约一次见面。 Li Ziwei obtains Li Mu's to incite, the original words are: If Larry Page calls you, said that wants to meet with me, you told him me to return to China immediately , without the time to see him, if he were the morning hits, you said that my airplane took off in the evening, if he were afternoon and evening hits, you will tell him my airplane to take off next morning.” 李紫薇早就得到过李牧的授意,原话是:“如果拉里・佩奇打电话跟你,说想跟我见面,你就告诉他我马上要返回华夏,没时间见他,如果他是上午打来的,你就说我的飞机晚上就起飞,如果他是下午和晚上打的,你就告诉他我的飞机第二天上午起飞。” When Li Mu brings Su Yingxue is running quietly Hollywood, Li Ziwei received Larry Page's call. 李牧带着苏映雪悄悄跑去好莱坞的时候,李紫薇接到了拉里・佩奇的电话。 Miss Li hello/you good.” Larry Page greets, in the tone brings lightly awkward with not handles. “李小姐你好。”拉里・佩奇打了个招呼,语气中带着淡淡的尴尬与无措。 Hi, hello/you good Mr. Petch.” Li Ziwei is asking him: What matter has?” “嗨,你好佩奇先生。”李紫薇笑着问他:“请问有什么事吗?” Larry Page tone said sincerely: I want with Mr. Li Mu again approximately one face-to-face talk, not to know whether Miss Li can help me convey?” 拉里・佩奇语气非常诚恳的说:“我很想跟李牧先生再约一次面谈,不知道李小姐能否帮我转达一下?” When Larry Page spoke, Li Ziwei had looked at two wrist watches, set the time repeatedly, at this moment was 4 : 30 pm of Silicon Valley local time. 当拉里・佩奇说话的时候,李紫薇已经看了两遍腕表,反复确定了时间,此刻是硅谷当地时间的下午 4 点半。 When Larry Page said wants after the request that Li Mu meets, Li Ziwei useless a half second replies immediately: Extremely is sorry Mr. Petch, the Chief Li airplane will take off to return to China tomorrow morning, before then, he did not prepare to accept any guest, as well as all forms of meeting requests.” 当拉里・佩奇说完想跟李牧见面的请求之后,李紫薇没用半秒钟就立刻回答道:“非常抱歉佩奇先生,李总的飞机明天上午起飞返回华夏,在这之前,他不准备接受任何客人、以及任何形式的会面请求了。” What did you say?!” “你说什么?!”
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