RINAPE :: Volume #15

#1483: Different philosophy of East and West

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To the capital, enough concept and prospect, were equal to that enough value, Li Mu experienced more than ten years of golden periods of internet industry rapid development, has very profound understanding of this truth. 对资本来说,足够的概念和前景,就等于足够的价值,李牧经历了互联网行业飞速发展的十余年黄金期,对这个道理有着非常深刻的认识。 Based on this understanding, he knows how to build all-win before the capitalist, win-win also good, three win, so long as the pattern of strategist is big, vision to be far and controls the plate be sturdy enough enough, can realize. 正是基于这种认识,他知道如何在资本家面前打造出多赢的局面,双赢也好,三赢也罢,只要操盘者的格局够大、眼光够远、控盘牢靠,统统都可以实现。 Li Mu gives the concept of Google is: The world's largest search engine and beside the non- Chinese search engine, in any language classification domain is indisputable no.1, and does not have the opponent all over the world, was capable of defeating its Muye Science and Technology also to become its Godfather only, had Muye Science and Technology to be the backing, Microsoft, was other Yahoo any enterprises, not possible to pose the threat to the Google position, Google will make the body of undefeated in the search engine domain ; 李牧送给谷歌的概念是:全球最大的搜索引擎、非中文搜索引擎之外,在任何语种领域内都是无可争议的no.1,并且普天之下没有对手,唯一有能力击败它的牧野科技也成了它的干爹,有了牧野科技作为后盾,无论是微软,还是雅虎还是其他的任何企业,都不可能对谷歌的地位产生威胁,谷歌将在搜索引擎领域塑成不败之身; Li Mu gives the concept of Baidu is: The world's largest Chinese search engine, has Muye Science and Technology to be the backing, Google not possible to have the substantive impact on its core business, it with the Google two points of the world, and peaceful coexistence under the coordination of Muye Science and Technology, this will guarantee it the position in Chinese search engine, before comparing, a present prospect excellence, moreover its even white had the Google 3.33% stocks, this to the increase of its market value is a huge supplement, such looks like, Baidu although might lose the future overseas market, but the capital market on was hopeless it to be able from the Google hand to rob. The overseas market resources, look like in the capital market, Baidu can defend Chinese search market, is the biggest success ; 李牧送给百度的概念是:全球最大的中文搜索引擎,同样有牧野科技作为后盾,就连谷歌也不可能对它的核心业务造成实质性的冲击,它将与谷歌二分天下,并且在牧野科技的协调之下和平共处,这将确保它在中文搜索引擎中的地位,相比之前,现在的前景一片大好,而且它平白拥有了谷歌3.33%的股份,这对它本身市值的提升是一个巨大的补充,这么看来,百度虽然有可能失去未来的海外市场,但资本市场本来就没指望它能从谷歌手里抢夺到海外市场资源,在资本市场看来,百度能守住中文搜索市场,就已经是最大的成功; But Li Mu leaves own concept is: Muye Science and Technology has become the shareholders of the world two big search engines, ahead of time locked the dividend of search engine market, Google and Baidu in the future more than ten 20 years, a large number of missions is to make money for Muye Science and Technology, but Li Mu has not paid any substantive price for this reason, he oneself user some search demands, the transportation gave Google and Baidu respectively, this to Li Mu, is not the loss of resources, but is the depth exploitation of resources ; 而李牧留给自己的概念是:牧野科技已经成为世界两大搜索引擎的股东,提前锁定了搜索引擎市场的红利,谷歌和百度在将来的十几二十年,相当一部分使命是要替牧野科技赚钱,而李牧为此并没有付出任何实质性的代价,他只是把自己用户本身就有的搜索需求,分别输送给了谷歌和百度,这对李牧来说,不是资源的损耗,而是资源的深度开发; Three different enterprises, three completely different actually do not conflict, and can form the supplementary concept, this established three companies in the foundation plate that the capital market forms three to win, has the enormous appeal to the capital. 三家不同的企业,三个完全不同却又互不冲突,并且能形成互补的概念,这奠定了三家公司在资本市场形成三赢的基础盘,对资本来说有着巨大的吸引力。 Quick, the capital market merged the muye & Boss aidu action to conduct the thorough analysis to Google, their prospect to the Google estimated, was almost the same as Li Mu, even was more optimistic than Li Mu, they think that the Google estimate value can stand at the end of the year to 200 hundred million USD high, and realized to turn time following year, conducted ipo again, will not encounter any resistance absolutely. 很快,资本市场就对谷歌并购muye&baidu的举动进行了深入的分析,他们对谷歌的前景预估,与李牧相差无几,甚至比李牧还要乐观,他们认为谷歌的估值在年底就能够站到200亿美元的高位,并且在次年实现翻倍,紧接着再进行ipo,绝对不会遇到任何阻力。 But their prospect estimate to the Muye Science and Technology was more optimistic, the reason is Li Mu present „godfather” status, has started globally to highlight. 而他们对牧野科技的前景预估就更加乐观了,原因是李牧现在的“教父”身份,已经开始在全球范围内凸显。 Muye Science and Technology has the stock of Baidu and Baidu liangs search engine, and blocked the current capacity and viscosity user in the source, even if in the future Muye Science and Technology will not be engaged in any search engine business, this dividend the steady swallowing mouth, by the estimate of capital market to search engine market outlook, Muye Science and Technology light/only will still have depended on some stocks in the future, might create thousand hundred million USD market values. 牧野科技拥有百度家搜索引擎的股份,并且在源头扼住了流量和粘度用户,未来就算牧野科技自己不从事任何搜索引擎业务,这一块的红利也已经稳稳的吃进嘴里,以资本市场对搜索引擎市场前景的预估,未来牧野科技光靠这部分股份,就有可能创造千亿美元的市值。 Thinks simply fearfully. 想一想简直可怕。 The business that oneself have first did not discuss, the business that light/only oneself own stocks has the potential of thousand hundred million USD market values, Muye Science and Technology such company, simply is the super jumbo of internet industry. 自己拥有的业务先不去谈,光自己持股的业务就有千亿美元市值的潜力,牧野科技这样的公司,简直已经是互联网行业的超级巨无霸。 Because of some such understanding, the capital market had been breaking through 1000 hundred million USD to the Muye Science and Technology estimate value, if Muye Science and Technology decides to conduct new round of financing now, the capital at least can 1200 million USD above, if Li Mu will have will conduct the plan of ipo next year, so long as announced that the capital to catch up with the last chance, will certainly give a higher premium, 1500 hundred million USD will also be a cinch. 正因为有了这样的认识,资本市场给牧野科技的估值已经突破了一千亿美元,如果牧野科技决定现在进行新一轮融资的话,资本至少可以给到一千二百万美元以上,如果李牧有明年就进行ipo的打算,只要公布,资本为了赶上最后的机会,一定会给予更高的溢价,一千五百亿美元也不在话下。 By Li Mu pit, the Google estimate value had not been fallen in 5 billion sectors, moreover in the future may continue to decline ; 不被李牧坑一把,谷歌的估值已经跌到了五十亿区间以内,而且未来有可能持续走低; By the Li Mu pit, Google estimate value not only can re-enter over 10 billion, but may also break through 40 billion next year, this huge contrast gave these men of action and technical dwellings greatly stimulates. 被李牧坑了一把,谷歌的估值不但能重回一百亿以上,还有可能在明年突破四百亿,这个巨大的反差给了那些实干家与技术宅们巨大的刺激。 Capitalist's favoring again to Google prospect, lets these man of action and technical dwelling gate suddenly realize, originally the capital operation is not the doing additions in their brain, but is Li Mu this doing multiplication, originally this matter that seems like Google to suffer a loss, because Li Mu's deals, places in the capital market after truly, Google actually got the enormous interests! 资本家对谷歌前景的重新看好,让这些实干家与技术宅门恍然大悟,原来资本操作不是他们脑子里的做加法,而是李牧这种做乘法,原本这种看起来好像谷歌吃了大亏的事情,因为李牧的操盘,以至于真正放在资本市场上之后,谷歌却获得了极大的利益！ Google „lucky experience” makes many companies start to expect, anticipated can through sacrificing the ways of some stockholder's rights, joins the Li Mu's big ecology, becomes next Google. 谷歌的“幸运经历”让不少公司都开始期待,期待能够通过牺牲部分股权的方式,加入李牧的大生态,成为下一个谷歌。 After YY such as the squally shower engulfs the entire world, YY tunes to make global music enthusiast fuse together generally, Apple Corporation after potential of log in US (America), Town of Paradise and Plants vs Zombies fierce dragon crossing the river Muye Science and Technology puts in the bag, Li Mu again shocked entire Silicon Valley and Wall Street. 继yy以猛龙过江之势登陆美国、天堂小镇与植物大战僵尸如狂风骤雨一般席卷全球、yytunes让全球音乐爱好者融为一体、苹果公司被牧野科技收入囊中之后,李牧再一次震撼了整个硅谷与华尔街。 This time, Li Mu with the open intrigue that the China ancestor leaves behind, performed an unequalled capital show to operate to Silicon Valley and Wall Street. 这一次,李牧用华夏老祖宗留下的阳谋,给硅谷和华尔街上演了一出无与伦比的资本骚操作。 The capital market listened to the purchase, to merge, invest and invests, resolution, merge every day and so on conventional operations, listened to the non-conventional operation of monopoly, the malicious competitive and malicious merger and acquisition, but related to amount enormous „evil intention was merged” event , happened in the world capital market rarely. 资本市场每天听多了收购、并购、投资、入股、拆分、合并等等常规的操作,也听多了垄断、恶意竞争、恶意并购的非常规操作,但是涉及金额极大的“恶意被并购”事件,在世界资本市场上还很少发生。 Li Mu makes Google ultimately accept at the huge price purchases muye & Boss aidu.inc, actually successfully dealt a textbook level „evil intention was merged” case. 李牧让谷歌最终接受以巨大的代价来收购muye&baidu.inc,其实就是成功操盘了一次教科书级的“恶意被并购”案例。 The report of Silicon Valley and Wall Street about this merger and acquisition almost overspread all front page headlines, everyone's view actually has serious leaning both ways, a side thought that Li Mu's operates unequalled also impeccable, even can treat as the classical case to be included in the financial arena textbook, the other side thought Li Mu this operation really held not a good beginning to the capital market, from now on, such „evil intention was merged” may emerge one after another incessantly. 硅谷和华尔街关于这次并购的报道几乎铺满了所有头版头条,不过大家的看法却存在严重的两边倒,一方觉得李牧的操作无与伦比也无可挑剔,甚至可以当做经典案例写入金融领域教科书,另一方则觉得李牧这种操作实在是给资本市场开了一个不好的先河,今后,这样的“恶意被并购”可能会层出不穷。 However, a report of Wall Street Journal, actually analyzed Li Mu's this approach from another angle, the author signature of this report is rui- Li Mu (English), seem to should be a Chinese or Chinese descendant, he commented Li Mu's „evil intention to be merged” in the article like this: 不过,华尔街日报的一篇报道,却以另一种角度剖析了李牧的这种做法,这篇报道的作者署名为rui-liu,看起来应该是一个华人或者华裔,他在文章中这样评论李牧的“恶意被并购”: „Westerner has own one set of getting along with people philosophy, the Oriental is also the same, two cultural differences are huge, this was doomed the strategy of westerner very difficult learned Oriental, but the logic of Oriental also very difficult learned westerner, the Oriental, the China person, since ancestor that generation, on everything art seeks particularly, but rear drive, this makes the repertoire that the China person works the westerner be much more complex, in westerner opinion, only then 1-2 the things of solutions, in China, because strategy, but has many solutions.” “西方人有自己的一套处世哲学,东方人也一样,两种文化差异巨大,这就注定了西方人很难学会东方人的谋略,而东方人也很难学会西方人的逻辑,东方人,尤其是华夏人,从老祖宗那一代起,就凡事讲究谋而后动,这就让华夏人做事情的套路要比西方人复杂得多,在西方人看来只有1-2解决方案的事情,在华夏,会因为谋略,而产生许多种解决方案。” „These most have the representation, is the solution of debt, in the West, plan of debt solution basically only then two types, either, in westerner opinion, this matter did not have the third solution, however in China, the solution of this matter has the innumerable types, for example Li Mu this time to Google „ evil intention was merged”, is uncommon in the West, however in China, in the China folk, case like this is almost happening particularly every day. ” “这其中最有代表性的,就是债务的解决方案,在西方,债务解决的方案基本上只有两种,要么还,要么不还,在西方人看来,这种事情也没有第三种解决方案,但是在华夏,这种事情的解决方案有无数种,比如李牧这次对谷歌的“恶意被并购”,在西方并不常见,但是在华夏,尤其是在华夏民间,这样的案例几乎每天都在发生。” rui- Li Mu (English) gave the West the reader to cite an example in the article: „Supposed that A and Boss are the partners in business, but A owed the Boss 500,000 Yuan, but both sides have the cooperation as before . Moreover the profit that the cooperation amount as well as has is much greater than 500,000 times, Boss will become the weak and deficient energy to the demands of these 500,000 debts, does not do business like the westerner, all accounts comb clearly, one yard normalizing code ;” rui-liu在文中给西方读者举了一个例子:“假设a和b是生意上的合作伙伴,而a欠了b五十万元,但双方依旧还有合作,而且合作金额以及产生的利润远大于五十万的时候,b对这五十万债务的诉求就会变得软弱而缺乏底气,不像西方人做生意,所有账目梳理清楚,一码归一码;” „A although is insufficient to renege this 500,000 debts directly, but will try hard to find out a more suitable own solution at heart, at this time, he thought in own hand just to open five years of Audi a6l, this car(riage) five years ago when the China purchase 500,000, the present current price on market are just most also 200,000, therefore he said to Boss: Excuse me, on hand was a little recently tight, that 500,000 debt does not facilitate to give you temporarily, but my a6l is 500,000 raises, or you drive away this car(riage), we clear up accounts.” “a虽然不至于直接赖掉这五十万的债务,但心里会努力想出一个更适合自己的解决方案,这时候,他想到自己手里刚好有一辆开了五年的奥迪a6l,这辆车五年前在华夏购买的时候刚好五十万,不过现在的市场价最多也就20万,于是他就对b说:不好意思,最近手头有点紧,那五十万的债暂时不方便给你,不过我这辆a6l是五十万提来的,要不你把这辆车开走,咱俩清帐。” „A must release to give the meaning of Boss truly is actually: You accept this car(riage) to counter-balance 500,000 debts either, either unlimited, has the possibility 500,000 one point unable to attain in the end. Such solution may not understand that in westerner's eyes is not acceptable, however in China, the person like Boss will choose to accept this to seem like the obviously inappropriate business, because to them, this does not injure friendly at the same time, can as far as possible recall the best solution of loss ;” “a真正要释放给b的意思其实是:你要么接受这辆车抵消五十万债务,要么就无限期的等下去,有可能五十万到头来一分也拿不到。这样的解决方案在西方人眼里是不可理解也不可接受的,但是在华夏,多数像b这样的人会选择接受这桩看起来明显不合适的买卖,因为对他们来说,这是不伤和气的同时,又能尽可能挽回损失的最好解决办法;” „Therefore, the final actual solution of this debt is: A gave Boss most only value 200,000 car(riage)s, counter-balanced him and Boss 500,000 debts, seeming like A is probably shameless, but can not deny, this truly is the illegal trade that your sentiment I hope, from this point, A is successful, he succeeds 500,000 debts, solves at 200,000 real values legitimately, this is among the China common people common ‚evil intention was merged’.” “于是,这桩债务的最终实际的解决方案就是:a将一辆最多只值20万的车给了b,抵消了他与b的五十万债务,看起来a好像非常无耻,但不得否认,这确实是一桩你情我愿的合法交易,从这一点来说,a是成功的,他成功的将五十万债务,以二十万的实际价值合法解决,这就是华夏老百姓间常见的‘恶意被并购’。” This article caused very big reaction in Silicon Valley and Wall Street, many people were discussing case that in the article mentioned, discussion this eastern strategy, and treated as to weigh Li Mu this time „evil intention was merged” the standard it, many people discovered with amazement, Li Mu sold to the Google method muye & Boss aidu, in the car(riage) that in the article mentioned pays off a debt in labor a very big center of similitude with rui- Li Mu (English), they went to reasonable acting perversely with the strategy, using the scheme rather than to use violence, was willing to accept a pile obviously by the opposite party is not unreasonable the unfair cooperation. 这篇文章在硅谷与华尔街引起了很大的反响,许多人都在讨论文章中提及的案例,讨论这种东方式的谋略,并将其当做衡量李牧这次“恶意被并购”的标准,很多人惊讶的发现,李牧把muye&baidu卖给谷歌的方法,跟rui-liu在文章中提到的以车抵债有一个非常大的相似点,他们都是用谋略去合理的耍无赖,用计谋而不是用暴力,去让对方心甘情愿的接受一桩明显不合理也不公平的合作。 However in the rui- Li Mu (English) article also has a few words to make the Western elites approve, he said: „Actually any commercial trade strict, is unfair, Coca-Cola one bottle of actual material costs are possible, be only how many cents, but must sell almost one USD in US (America), dozens times of disparities, fair? The middle man purchases some type of commodity by 1 USD price from supplier, again by counting the USD price sold to the user, fair?” 但是rui-liu的文章中还有一段话让西方精英们非常认可,他说:“其实任何商业交易严格上来说,都是不公平的,可口可乐一瓶的实际物料成本可能只有几美分,但在美国要卖到差不多一美元,几十倍的差距,公平吗？中间商以一美元的价格从供应商手里收购某种商品,再以数美元的价格卖给用户,公平吗？” „The thing that since Coca-Cola can mixes half gallon water and white granulated sugar as well as other additives sells to three USD, why that can't Li Mu sell the value 1000 ten thousand USD companies to billions USD?” “既然可口可乐能把半加仑的水和白砂糖以及其他添加剂混合出来的东西卖到三美元,那李牧为什么不能把价值1000万美元的公司卖到几十亿美元呢？”
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