RINAPE :: Volume #18

#1761: Giving what is desired


The news of CCTV after that evening news broadcast and evening news broadcast, immediately Ele.me advanced the whole nation at present, stirred the great unrest. 央视的新闻在当晚的新闻联播以及晚间新闻播出之后,立刻将饿了么推到了全国人民的眼前,引发了轩然大波。 Even Muye Science and Technology own online propagandizes, the area that still the far inferior CCTV news covers is broader. 就算是牧野科技自己的线上宣传,也远不及央视新闻覆盖的面积更广。 Because offline is the black hole of internet media, if person not Browsing, or a person in region are extremely few some people of Browsing, that wants the information through the internet delivery to them, the difficulty too to be really big. 因为线下互联网媒体的黑洞,如果一个人不上网,或者一个区域的人极少有人上网,那想把信息通过互联网投递给他们,难度实在太大。 However the television was different. 但是电视就不一样了。 The present stage, the internet majority centralized in the city, has not formed true comprehensive coverage. 现阶段,互联网大多数还都集中在城镇,没有形成真正的全面覆盖。 But the broadcast television business has developed for dozens years, has realized internally covered highly, the audience wants many several times compared with internet. 可广播电视业务已经发展了几十年,早就已经在国内实现了高度覆盖,受众比互联网要多好几倍。 Therefore, CCTV broadcast, these have not contacted the internet person, finally realized, internet can make anything. 所以,央视一播出,那些没接触过互联网的人,才终于意识到,互联网到底能做什么。 The internet change life, before then is also a slogan, besides uses the internet person truly, the average person does not know how internet can make anything, to change the life. 互联网改变生活,在这之前也不过就是一句口号,除了真正使用互联网的人之外,普通人根本就不知道互联网到底能做什么、能怎么改变生活。 However, the reporters of CCTV from the Ele.me business, user as well as rider these three angles of view, showed the Ele.me operation process all-around, cannot let the internet person, looked to understand the Ele.me operational mode. 但是,央视的记者从饿了么商家、用户以及骑手这三个视角,全方位展现了饿了么的运作流程,让不懂互联网的人,也看明白了饿了么的运作方式。 Originally, internet can also with the life closely link, it can make the life the intelligence, to be simpler and be more convenient. 原来,互联网还可以跟生活紧密联系在一起,它可以让生活变得更智能、更简单、更方便。 On Li Mu nearly the halo of myth, because of o2o and Ele.me creative model, obtained a higher first-level sublimation. 李牧身上近乎神话的光环,因为o2o、饿了么的创新模式,得到了更高一级的升华。 The news passed to the overseas synchronously, the estimate value of Wall Street to Muye Science and Technology also made raising of certain scope, because they could see, this thing has the unequalled market space in China. 消息同步传到海外,华尔街对牧野科技的估值也做出了一定幅度的上调,因为他们看得出,这个玩意在华夏有着无与伦比的市场空间。 Economic development although of China present stage is rapid, but the floor population is still numerous, has the abundant rich cheap labor resources, this type frequently needs over a million people of ultra-large team that conducts the distribution, only then can have the best soil in China such country. 华夏现阶段的经济发展虽然迅速,但底层人口依旧众多,有着充沛丰富的廉价劳动力资源,这种动辄需要上百万人进行配送的超大团队,只有在华夏这样的国家里才能够拥有最好的土壤。 Because is the o2o pattern, in other words, providing the service side with accepting the service side basically cannot be away from is too far, even the present stage in Ele.me cannot over five kilometers, this need a country, has enough has the urban population and the white collar worker even elite class certain power of consumption, needs this country to provide enough many cheap labors. 因为是o2o模式,也就是说,提供服务方与接受服务方基本上不能距离太远,甚至现阶段在饿了么都不能超过五公里,这就需要一个国家,既拥有足够有一定消费能力的城市人口、白领阶层甚至精英阶层,也需要这个国家能够提供足够多的廉价劳动力。 If places Cambodia and Burmese such country to make this pattern, delivers meal the community may be much greater than the community that dines, is extremely backward because of their general economies ; 如果放在柬埔寨、缅甸这样的国家做这种模式,送餐的群体可能会远大于用餐的群体,因为他们的整体经济太过落后; However, if places some European and US developed countries to make this pattern, delivers meal the community will likely be far lower than the community that dines, is advanced because of their general economy development. 但是,如果放在欧美一些发达国家做这种模式,送餐的群体可能会远低于用餐的群体,因为他们的整体经济发展较先进。 Wall Street felt, if any company, needs to hire 1 million levels of staff in US (America), then this company basically does not have good prospects for development, even no one dares to invest it. 华尔街觉得,如果任何一家公司,在美国需要雇佣百万级的员工,那么这家公司基本上不具备很好的发展前景,甚至没人敢对它进行投资。 Has a look at the car industry of US (America), these enterprises exhaust oneself at the same time oneself does not progress, but is on the other hand restrained the powerful trade union and soaring hireling treatment. 看看美国的汽车产业吧,这些企业一方面受累于自己的不上进,但另一方面又受制于强大的工会以及高昂的佣工待遇。 Why therefore this is also, US (America) needs a huge amount of manpower the enterprises, is leaving the US (America) native place, to move to the overseas in abundance. 所以这也是为什么,美国需要大量人力的企业,纷纷都在离开美国本土、驶向海外。 These years, US (America) manufacturing industry any in laws and regulations that in the US (America) government promulgates, can move from the US (America) native place, has basically moved out. 这些年,美国制造业凡是在美国政府颁布的法律法规中,可以搬离美国本土的,基本都已经搬走了。 Because of this, in the Wall Street eye, Ele.me this pattern, has no way to duplicate in US (America). 正因为如此,在华尔街眼里,饿了么这种模式,根本没法在美国复制。 How to duplicate? 咋复制? The US (America) person delivers a pizza at least to want several USD tips, usually the fast-food restaurant, Chinese meal shop and other hotel in the sending out services, basically are hotel hire the temporary worker to be responsible, only needs according to the hour payment pay. 美国人送个披萨都至少要个几美元小费,平时快餐店、中餐店等饭店的外送服务,基本上都是饭店自己雇佣临时工来负责,只需要按小时支付薪酬就可以。 Moreover, each shop only then several are responsible for delivering meal the staff, will not have what trade union, but once the main body has over a million deliver meal the staff the time, Association was also following, then, they will request to insure and request the paid false, request various benefits to the enterprise, often also does a strike, which enterprise changes unable to bear. 而且,每家店只有几名负责送餐的员工,根本不会存在什么工会,可一旦主体拥有上百万送餐员工的时候,公会也就随之而来了,接着,他们会向企业要求保险、要求带薪假、要求各种福利,动不动还搞个罢工,换哪家企业都受不了。 Heavily relies on the pattern of rider to Ele.me this type, once the rider strikes greatly, the entire platform is paralyzed immediately thoroughly, air/Qi of cushion does not make you breathe. 饿了么这种严重依赖骑手的模式来说,一旦骑手大罢工,整个平台立刻彻底瘫痪,连一口缓冲的气都不让你喘。 Silicon Valley to the view of this point, is consistent with Wall Street. 硅谷对这一点的看法,与华尔街一致。 They also felt, although Ele.me is good, but cannot duplicate in the US (America) native place. 他们也觉得,饿了么虽好,但不能在美国本土复制。 Silicon Valley advocates the high tech, to advocate the high added value, ten people make a market value Ten Million USD enterprise, makes everyone raise up the thumb sufficiently, but 100 make a hundred million USD enterprise personally, everyone feels also merely mediocre. 硅谷本身就崇尚高科技、崇尚高附加值,十个人做出一家市值一千万美元的企业,足以让所有人竖起拇指,但一百个人做出一家一亿美元的企业,大家就觉得也不过尔尔。 If an enterprise, needs to recruit 1 million levels in the nation delivers meal the staff, this to Silicon Valley, simply is a disaster, in addition the issue of legal and trade union, basically are extremely few some people willing toward this industrial type to depend. 要是一家企业,需要在全国招募百万级的送餐员工,这对硅谷来说,简直就是一种灾难,再加上法律和工会的问题,基本上极少有人愿意往这种产业类型上靠。 However, Wall Street regarding this especially chicken thief. 不过,华尔街对此格外鸡贼。 They felt, if Li Mu really does not prepare to go on the market in US (America), everyone might as well play with him, is disgustingly disgusting he. 他们觉得,如果李牧真的不准备在美国上市,那大家不如跟他玩一玩,恶心恶心他。 The disgusting his means are very simple, go to China to throw one to do to go the enterprise in platform, the direct upfront competes with him. 恶心他的办法很简单,去华夏投一家做外卖平台的企业,直接正面跟他竞争。 Doesn't Ele.me just unfold Yanjing now? We support an enterprise to start from Shanghai, first with your two points of the world, turns into your thorn in the side, doing you are badly battered. 饿了么现在不是刚铺开燕京吗?那我们就扶持一家企业从沪市入手,先跟你二分天下,变成你的眼中钉、肉中刺,搞得你焦头烂额。 Waits by that time, to discuss the merger and acquisition with Li Mu again, for example Wall Street altogether threw hundred million USD, to account for 50% stocks, that at least wanted ten hundred million USD above possibly to sell to Li Mu when the time comes, if Li Mu cannot pay this price, that continued to invest to be disgusting he, so long as made in a big way this pattern in China, following did not worry the seller. 等到那个时候,再跟李牧谈并购,比如华尔街一共投了一亿美元、占50%的股份,那到时候至少要十亿美元以上才可能卖给李牧,如果李牧出不到这个价钱,那就继续投资恶心他,只要在华夏把这个模式做大,后续不愁卖家。 Wall Street several big shot propose the interest in this immediately, therefore everyone decided immediately, several funds first put out five Ten Million USD, then looks for a right pioneer, making him go to the Shanghai development business. 华尔街几个大佬立刻对这个提议起了兴趣,于是大家当即决定,几家基金先拿出五千万美元,然后寻找一个合适的创业者,让他去沪市开展业务。 Several Ten Million USD do not calculate a big number to the Wall Street big shot, therefore everyone reaches the agreement quickly, in choosing the issue of person, they somewhat are all of a sudden vacant. 千万美元对华尔街大佬来说不算一个大数目,所以大家很快达成共识,不过在选人的问题上,他们一下子有些茫然无措。 They displayed to by the demand of investor: 他们罗列了一下对被投资人的需求: First, this person must have the sufficient ability, although was very difficult to find one compared with a Li Mu stronger person, but cannot miss many ; 首先,这个人要有足够的能力,虽说很难找到一个比李牧更强的人,但也不能差得太多; Next, this person must have certain influence, influential is not good in US (America), must be influential in China, why? Because the influence can save the cost of propaganda promotion to a great extent. 其次,这个人还要有一定的影响力,在美国有影响力不行,要在华夏有影响力,为什么呢?因为影响力可以很大程度上节约宣传推广的成本。 Finally, this person must dare to do against with Li Mu, explicit with Li Mu for the enemy, believes the person who the internet industry is willing to do are not many, because who knows the Li Mu's method, annoyed him possibly to draw on the attack of nuclear weapon level, this project must do against with him directly, truly needed certain courage. 最后,这个人还得敢于跟李牧对着干,明确的与李牧为敌,相信互联网行业愿意干的人不多,因为谁都知道李牧的玩法,惹了他就可能招来核武器级的攻击,这个项目要直接跟他对着干,确实需要一定的勇气。 However, what coincidence is, in the Wall Street secret discussed that the second day of this matter, an email from China, transmitted in the Business docking mailbox of International Data Group capital China headquarters. 但是,巧合的是,就在华尔街秘密讨论这件事儿的第二天,一封来自华夏的电子邮件,发送到了idg资本华夏总部的商务对接邮箱里。 The person who sends the mail, permits Hao named Lu, is a net red teacher of China large-scale private training organization. 发邮件的人,名叫卢允浩,是华夏一家大型民营培训机构的网红老师。 This Lu Yunhao is very interesting, he has been paying attention to the Li Mu's trend, regards as the idol Li Mu, every day the time when teaching, how in fantasizing to be becoming a internet big shot, like Li Mu, direction landscape in the huge internet world. 这个卢允浩很有意思,他早就在关注李牧的动态,把李牧视为偶像,每天在教课之余的时间,就在幻想着自己如何成为一名互联网大佬,像李牧那样,在庞大的互联网世界里指点江山。 However, his although regards the idol Li Mu, but worships is not Li Mu this person, but is the Li Mu present achievement. 但是,他虽然李牧当成偶像,但崇拜的不是李牧这个人,而是李牧眼下的成就。 Moreover, his exceptional feeling, oneself were the step steps late, if oneself 2000 time wants to understand that did internet directly, now the internet world surely does not have the Li Mu anything matter. 而且,他自命不凡的觉得,自己就是步子迈晚了,要是自己两千年的时候想明白点、直接干互联网,现在互联网世界肯定也就没李牧啥事儿了。 More thinks, he more thinks, it is fortunate that. 越是这么想,他越觉得亏。 Owed to the grandmother family/home. 亏到姥姥家了。 He read the news in the past few days, discovered that Li Mu broke off with Wall Street noisily, has thought that Li Mu this person is a little silly. 他前些天看新闻,发现李牧跟华尔街闹掰了,就一直觉得李牧这人有点傻。 Why said that Li Mu is silly? Is because he felt, nowadays, is the pioneer in enterprise to have the mind set on a thought: Some milk are the mothers, if the opposite party is not willing the milk to eat to oneself, that gathers round behind her buttocks to call mother, has called till to have the milk to eat. 为什么说李牧傻呢?是因为他觉得,这年头,做企业的创业者就应该抱定一个念头:有奶就是娘,如果对方不愿意给自己奶吃,那就围着她屁股后面叫娘,一直叫到有奶吃为止。 But Li Mu does exactly the opposite, breaks off with Wall Street noisily? Your that is not idle? As for? Wall Street wants the pit US (America) investor to make money, you play a frequenting each other coordination with Wall Street, when the time comes the big shot in Wall Street gained sent , your favor was right? 李牧偏偏反其道而行之,跟华尔街闹掰?你那不是闲的吗?至于吗?华尔街要坑美国股民赚钱,你就跟华尔街打个你来我往的配合,到时候华尔街的大佬赚发了,也记你一个人情啊对不对? He felt, if changed itself to operate, let alone had a falling out with Wall Street, oneself wished one could to fish one with Wall Street cooperation and one greatly, after all who won't be able to pass Ah? to eat to the full inadequate of supporting with money? 他觉得,要是换了自己操作,别说跟华尔街闹翻了,自己都恨不得跟华尔街合作、一起大捞一笔,毕竟谁会跟钱过不去啊?吃饱了撑的不成? After that he felt, Li Mu offends Wall Street, not only the loss is serious, but also the future will certainly be tidied up by Wall Street. 自那之后,他就觉得,李牧得罪华尔街,不但损失惨重,而且将来一定会被华尔街收拾。 When he every day waits to look at the Li Mu joke, finally others Li Mu played in a big way. 就在他每天等着看李牧笑话的时候,结果人家李牧又玩了个大的。 Started the global shocking o2o pattern, Ele.me came up to make the entire world select the thumb. 首创了全球震惊的o2o模式,饿了么一上来就让全世界挑大拇哥。 Sincerity awesome, many internet Corporation online business did not have entire to understand that others turned head to arrive at offline on online, these permitted the vast waist dodging Lu. 真心牛逼啊,很多互联网公司线上业务还没整明白呢,人家一扭头就线上到线下了,这一下就把卢允浩的腰给闪了。 Waits to look at others to laugh, finally others did a big movement, was then good, others wrested away the headline of the world, solid the position of internet godfather. 等着看人家笑话,结果人家搞了个大动作,这下好了,人家又霸占了全球的头条,坐实了互联网教父的位置。 Lu permits Hao when the disappointment, suddenly wells up a thought: Oneself are so depressed, is that Wall Street definitely more depressed? 卢允浩在失望之余,忽然涌上一个念头:自己都这么郁闷,那华尔街肯定更郁闷吧? Hyundai / modern aristocrat old brothers can that Wall Street that help/gang has a high and respected position, swallow under this tone? 华尔街那帮养尊处优的现代贵族老哥们儿们,能咽得下这口气? I cannot swallow! 我都咽不下去啊! Therefore, according to thought so, Wall Street will definitely find the way to do Li Mu one wave. 所以,照这么看,华尔街肯定会想办法搞李牧一波。 Analyzes the Li Mu present business plate again, the Muye Science and Technology entire business is stably mature, . Moreover the world is almost the monopolistic position, no one can vacillate, Wall Street will not consider resources bite off more than can chew must do the Instant Messenger software and social ecology. 再分析分析李牧现在的业务盘,牧野科技的整套业务都成熟、稳定而且全球几乎是垄断地位,谁也动摇不了,华尔街也不会自不量力的要去搞通讯软件、社交生态。 Taobao that set of thing , the great strength, has now gone to compete with him also has almost no odds of success. 淘宝那套东西,也已经非常之强大,现在去跟他竞争也几乎没有什么胜算。 Only a little odds of success, was this new Ele.me. 唯一有点胜算的,就是这个新出的饿了么了。 If then, some people must do a similar Ele.me product now, does against with Li Mu, Wall Street will certainly clap and cheer. 那么,如果现在有人要搞一个类似饿了么的产品,跟李牧对着干,华尔街一定会拍手称快。 Moreover, should Wall Street be willing to invest to select Qian Jin to come? 而且,华尔街应该愿意投资点钱进来吧? In this case, oneself can definitely do one wave solicitously! 这样的话,自己完全可以投其所好的搞一波啊! Oneself such bright and such able and are so far-seeing, when an English teacher, was really does work beneath one's ability. 自己这么有才华、这么有能力、这么有远见,当一个英语老师,真是太屈才了。 Moreover, on oneself internet has the fame internally very much, the online present everywhere is own classical collected sayings, fan one pile, this is the good mass base, is simply perfect! 而且,自己在国内互联网上已经很有名气了,网上现在到处都是自己的经典语录,拥趸一堆,这可是良好的群众基础,简直完美啊! Thinks of here, Lu Yunhao writes a detailed commercial prospectus immediately, included own self introduction and undertaking idea and corporate planning, issued internally quite famous several American fund Venture Capital organizations. 想到这里,卢允浩立刻写了一份详细的商业计划书,包括了自己的自我介绍、创业想法以及整体规划,发给了在国内比较出名的几家美资风投机构。 Sequoia, Goldman Sachs, Morgan Stanley and International Data Group capital, is Lu Yunhao striving object. 红杉高盛、摩根士丹利、idg资本,都是卢允浩的争取对象。 However considering that Sequoia has thrown Muye Science and Technology, is the person on Li Mu ship, therefore he then excludes Sequoia, sent the email to several other. 不过考虑到红杉已经投了牧野科技,是李牧船上的人,于是他便把红杉排除在外,给其他几家发送了电子邮件。 First sees this mail, is the International Data Group capital. 最先看到这封邮件的,就是idg资本。
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