The Ele.me merchant bows after the platform, the Ox Takeaway day does not feel better. 饿了么的商户向平台低头之后,牛外卖的日子更不好过了。 The most direct effect is, after Li Mu lets the merchant undertakes 50% subsidies, improved the overall effort of subsidy, now the preferential effort has surpassed Ox Takeaway. 最直接的影响是,李牧让商户承担50%的补贴之后,提高了补贴的整体力度,现在优惠力度已经超过了牛外卖。 Even the similar margin of preference, the Ele.me operation cost is lower, this makes Ox Takeaway be able not hold a candle. 即便是同样的优惠幅度,饿了么的运营成本更低,这就让牛外卖望尘莫及。 In addition, the Ele.me distribution ability is getting stronger and stronger, Ox Takeaway cannot jump out of that fearful circulation, more and more Ox Takeaway deliver meal, after knowing Ox Takeaway and Ele.me disparity, the choice invests latter's camp. 再加上,饿了么的配送能力越来越强,牛外卖始终没能跳出那个可怕的循环,越来越多的牛外卖送餐员,在知道了牛外卖与饿了么的差距之后,选择投入后者的阵营。 Li Mu wants is very simple, is to guarantee that the Ox Takeaway distribution ability cannot raise. 李牧想要的很简单,就是要确保牛外卖的配送能力始终提不上来。 Therefore, so long as the Ox Takeaway hiring, Ele.me digs the person. 所以,只要牛外卖招人,饿了么就挖人。 Even if digs to the Ele.me rider distributes the ability redundancy is not unimportant, Shanghai is very big, Ele.me can digging the rider invests into Shanghai other regions. 哪怕挖到饿了么的骑手配送能力冗余也不要紧,沪市很大,饿了么可以把挖来的骑手投入到沪市的其他区域。 Lu permits Hao regarding the present aspect, has almost been at wit's end, but that side International Data Group is still urging him unceasingly, making him find the say/way of collapsing as soon as possible, actually had a look how to break through a tight encirclement. 卢允浩对于现在的局面,几乎已经无计可施,但是idg那边还在不断的催促他,让他尽快找到破局之道,看看究竟如何才能杀出重围。 However, the present aspect, has far exceeded Lu Yunhao area of competence, he controls the current situation on does not have any means radically. 但是,眼下的局面,已经远远超出了卢允浩的能力范围,他根本就没有任何办法去把控当下的局势。 International Data Group also even more feels desperate. idg也愈发感到绝望。 However, they now already and other Wall Street big shot invested two Ten Million USD together, making them give up at this time, that was really aggrieved. 但是,他们现在已经和其他华尔街大佬一起投入了两千万美元,让他们这个时候放弃,那真的是太憋屈了。 But Ox Takeaway , to continue to develop, must have the large amounts of funds to come to collapse. 可牛外卖要是想继续发展,必须有大量资金进来破局。 For example, how to break through Li Mu to give the shackles that Ox Takeaway exerts on the distribution link? 比如,如何冲破李牧在配送环节上给牛外卖施加的枷锁？ The International Data Group representative after with Ox Takeaway the team meets, found many solutions. idg的代表在跟牛外卖的团队开会之后,找到了很多种解决方案。 First, oneself research and develop the lithium battery electric car, then the mass manufacture, this cost is high, cycle long and effective slow, if realizes, at present Ox Takeaway distribution difficult position that can get it over and done. 第一,自己研发锂电池电动车,然后大批量制造,这个成本高、周期长、见效慢,但一旦实现,就可以一劳永逸的目前牛外卖的配送困境。 Second, recruited to have the person of legitimate motorized license in Shanghai by paying high salaries, making them deliver the meal to Ox Takeaway, or the high price rented their motorcycles from these manpower, but, the present stage had the person of legitimate motorcycle in Shanghai, was not short of money, therefore, wants to touch them, the cost was very inevitably high ; 第二,高薪聘请在沪市有合法摩托牌照的人,让他们给牛外卖送餐,或者高价从这些人手里租赁他们的摩托车,但是,现阶段在沪市有合法摩托车的人,都不缺钱,所以,想打动他们,成本必然很高; Third, invests the bicycle rider massively, the quantity promotion of bicycle rider to 8000 people, once 8000 bicycle rider in the Shanghai urban district, in one hour of dining peak, at least can run 40,000 orders, as the matter stands, basically can break through the Ele.me shackles. 第三,大量投入自行车骑手,把自行车骑手的数量提升到八千人,一旦有八千个自行车骑手在沪市市区,一个用餐高峰期的一个小时里,至少可以跑下来四万个订单,这样一来,基本上就能突破饿了么的枷锁。 However, these three solutions, need so much funds, particularly the second, third solution. 不过,这三个解决方案,都需要大量的资金,尤其是第二、第三个解决方案。 However capital to International Data Group as well as other Wall Street, was unable to secure against loss to withdraw at this time, because in that case, the disgraced next, the key is all already the money of spending, throws away carelessly. 但是对idg以及华尔街其他的资本来说,这时候还不能止损撤出,因为那样一来,丢人还是其次,关键是所有已经花掉的钱,都打了水漂。 Thinks a Li Mu person on diss the entire Wall Street, this group of capital circle big shot clenched teeth, decides to add a strength again, in any event must break through the Li Mu's shackles, then captures the market share with Li Mu. 一想到李牧一个人就diss了整个华尔街,这帮资本圈大佬一咬牙,决定再加一把力,无论如何都要冲破李牧的枷锁,然后跟李牧抢占市场份额。 Therefore, International Data Group and Wall Street capitalists decided, immediately pursues throws Ox Takeaway two Ten Million USD, these two Ten Million USD, at least need to use Ten Million USD in the second, third solution, then throws million USD, the research and development suits lithium battery package of technologies that the electric car uses. 于是,idg和华尔街资本家决定,立刻追投牛外卖两千万美元,这两千万美元,至少要用一千万美元在第二、第三个解决方案中,然后再投一百万美元,研发适合电动车使用的锂电池包技术。 Ten Million USD, is almost 8200 million RMB, this sum of money takes, solves the motorcycle and bicycle, seems very relaxed. 一千万美元,也就是差不多八千两百万人民币,这笔钱一拿出来,解决摩托车和自行车,都显得十分轻松。 Lu permits to communicate with the Shanghai municipal party committee vast directly, comes the reputation of Shanghai investment by the foreign-funded enterprise, requesting Shanghai solving at least 2000 motorcycle targets, but Shanghai thinks that side Li Mu is also increasing in the investment of Shanghai, after careful consideration, rejected Lu Yunhao request. 卢允浩本来是想直接跟沪市的市委沟通,以外资企业来沪市投资的名头,要求沪市给解决至少两千个摩托车指标,但是沪市一想到那边李牧也在加大在沪市的投入,权衡再三,还是拒绝了卢允浩的要求。 Everyone knows, Ox Takeaway took the money of Wall Street to do against with Li Mu, but before Wall Street , because sought after the benefit excessively, Li Mu offending, now delivers meal the business is one of the two side contest battlefields, at this time, Shanghai did not stand in line either, wants the corps, must standing domestic enterprise side, say that anything cannot open the convenience to the foreign-funded enterprise. 谁都知道,牛外卖是拿了华尔街的钱跟李牧对着干,而华尔街之前因为过分贪图利益,已经把李牧给得罪了,现在送餐业务就是两方较量的战场之一,这个时候,沪市要么就不站队,要战队,就得站国内企业这一方,说什么也不能给外资企业开辟便利条件。 Lu permits Hao to look for the plan of support to run into a wall from the municipal party committee, later immediately lets push the team to start out recruits the command, recruits the vehicle owner of Shanghai legitimate motorcycle, joins Ox Takeaway delivers meal the team, the motorcycle vehicle owner brings the motor, can attain 5000 Yuan basic salary. 卢允浩从市委找支援的打算碰了壁,随后立刻让地推团队开出招募令,招募沪市合法摩托车的车主,加入牛外卖的送餐团队,摩托车车主自带摩托,可以拿到五千元底薪。 5000 Yuan in present Shanghai, are the quite high income, but, to most legitimate motorized vehicle owners, this income has not been worth them investing the full-time employment. 五千元在现在的沪市,已经是比较高的收入了,但是,对大部分合法的摩托车主来说,这个收入还不值得他们投入全职。 Therefore, this road, Lu Yunhao only recruited probably 300 motorcycle rider. 于是,这条路,卢允浩只招到了大概三百名摩托车骑手。 However, 300 motorcycle rider delivered meal the effectiveness truly to bring the enormous new face. 不过,三百名摩托车骑手的送餐时效确实带来了极大的改观。 First is these motorcycle rider does not need to worry for the continue voyage basically, does not need to put in lots of time energy for the continue voyage, even if the ordinary 125 motors, top up the oil still to run over 200-300 kilometers, the continuous cruise capability is almost ten times of lead-acid battery electric car . Moreover the time of refueling was too short, several minutes handle and make the continue voyage completely from 0 achieve 100%, this is the speed that electric car over a hundred years are not even able to attain over the next dozens years. 首先是这些摩托车骑手基本不需要为续航担忧,更不需要为续航投入大量时间精力,就算是普通的125摩托,加满油也能跑个200-300公里以上,续航能力几乎是铅酸电池电动车的十倍,而且加油的时间太短了,几分钟就全部搞定、让续航从0达到100%,这是电动车未来几十年甚至上百年都无法企及的速度。 Next is Lu Yunhao to let this group did not run by rider many pulls of continue voyage limit, gave them a higher faction to reward only, a motorized rider, if went all out to go all out to run every day for eight hours, one-day income can over 300 Yuan. 其次是卢允浩为了让这帮不受续航限制的骑手多拉快跑,给了他们更高的派单奖励,一个摩托骑手,如果每天卖力气拼命跑八个小时,单日收入能超过三百元。 This was very considerable, in this year, tries hard to run up to the monthly salary over ten thousand, absolutely is the ultra-high level of income. 这就真的很可观了,在这个年头,努把力就能跑到月薪过万,绝对是超高的收入标准。 Meanwhile, the business that the motorcycle rents also had certain progress. 与此同时,摩托车租赁的业务也有了一定的进展。 They to surpass a current price on market over time price, rented various type motorcycle more than 200. 他们以超出市场价一倍以上的价格,租赁到了各式摩托车两百余辆。 Afterward, they from the rider team, looked for more than 200 to ride the rider of motor, promoted directly them the motorcycle rider. 随后,他们又从骑手团队里,找了两百多个会骑摩托的骑手,直接把他们升级成摩托车骑手。 500 motorcycle rider, making Ox Takeaway take all of a sudden huge one step. 五百名摩托车骑手,让牛外卖一下子就迈出了巨大的一步。 However, these 500 motorcycle rider deliver efficiently meal back, is their ultra-high pay costs and vehicle costs, as well as ultra-high order subsidy cost. 不过,这五百名摩托车骑手高效送餐的背后,是他们超高的薪资成本、用车成本,以及超高的订单补贴成本。 It can be said that these 500 motorcycles, run to be equal to keeping helping Ox Takeaway throw money outward. 可以说,这五百辆摩托车,跑起来就等于是不停地帮牛外卖往外撒钱。 In the motorcycle engine is burning, is not the gasoline, but is massive RMB. 摩托车发动机里燃烧着的,不是汽油,而是大量的人民币。 Is good is willing to reburn this time because of International Data Group and Wall Street capital, what they think, in any event, must burn cloud open/start to see moon/month clear(ly), once otherwise were being distributed the link by the Li Mu blockade, Ox Takeaway this platform will be in the death stage quickly. 好在idg以及华尔街资本愿意再烧这一次,他们想的是,无论如何,也要烧得云开见月明,否则一旦被李牧封锁在配送环节,牛外卖这个平台很快就会进入死亡阶段。 Meanwhile, Ox Takeaway suffered from the firepower insufficient syndrome probably, after 500 motorcycle rider arrive, is unsatisfied , the plan increases 5000 bicycle rider, comes to meet as an equal to Ele.me. 与此同时,牛外卖好像是患上了火力不足综合征,五百名摩托车骑手到位之后还不满意,又计划增加五千名自行车骑手,来跟饿了么分庭抗礼。 Ele.me Shanghai person in charge felt enemy side's turbulent attack situation, how immediately asks for instructions Li Mu then to deal. 饿了么的沪市负责人感受到了敌方汹涌的进攻态势,立刻请示李牧接下来应该如何应对。 Li Mu analyzed Lu Yunhao the great writer. 李牧分析了一下卢允浩的这种大手笔。 He felt, the personality of Lu Yunhao this person, oneself is very clear, summarizes eight characters: Blows very greatly, thought is very small. 他觉得,卢允浩这个人的性格,自己还是很清楚的,总结起来八个字:吹得很大,想的很小。 In other words, this person does not have the pattern, the courage is small. 换句话说,这人没有格局,胆子还小。 Let such person stake everything on a single throw of the dice, puts in so much money to come out to burn all of a sudden, this is not the matter that Lu Yunhao can handle. 让这样的人孤注一掷,一下子投入这么多钱出来烧,这绝不是卢允浩能做出来的事情。 Thus it can be seen, his back has certainly support of Wall Street. 由此可见,他的背后一定有华尔街的鼎力支持。 However, the situation in Wall Street, Li Mu also is very at heart clear. 不过,华尔街的情况,李牧心里也很明白。 The wall street investment, can understand to mine. 华尔街投资,可以理解为挖矿。 If a project really excellent, they will invest, has thrown to several hundred on kilometer deep a mine pit completes, minerals to mine and then enjoy the harvest the fruit. 如果一个项目真的极好,那他们会一路投资,一直投到几百上千米深的矿井建成、矿产可以开采、然后享受丰收的果实。 If the project is not good, they will first throw money Wa one, digs dozens meters or over a hundred meters, attracts others to invest. 如果项目没那么好,他们会先自己投钱挖一段,挖个几十米或者上百米,就去吸引其他人投资。 Waits for others to invest, ore Igoshi digs a deeper time, they have possibly made money, quietly in the mine pit that never completes drew back. 等其他人投资进来、矿井越挖越深的时候,他们可能已经赚够了钱,悄没声的从未建成的矿井中退出去了。 As for people who these came in afterward, can only choose to continue to dig, digs to having others comes to take over a business, to withdraw, or has dug to not to dig the ore finally, either simple ore landslide till. 至于那些后来进来的人们,只能选择继续挖,挖到有其他人进来接盘、自己退出,或者一直挖到最后没挖到矿,或者干脆矿塌方了为止。 Li Mu believes, Ox Takeaway to Wall Street, is the second project. 李牧相信,牛外卖对华尔街来说,是第二种项目。 They do not believe that they support Lu Yunhao, can meet as an equal to oneself, they want nothing but first has a grand opening, then tricks with this grand opening many investments, then gained enough withdrawing gradually. 他们也不相信他们扶持一个卢允浩,就能跟自己分庭抗礼,他们想要的无非就是先取得一个开门红,然后拿这个开门红去忽悠更多的投资进来,然后逐步自己赚够了撤出。 This to Wall Street, is a best aspect. 这对华尔街来说,是最好的一个局面。 Considers, invests several Ten Million USD, then, dilutes stock in the hand in the estimate value of unceasing enhancement unceasingly, final several Ten Million USD turned into over a hundred million USD, obtained the profit of several times not saying that but also did Ox Takeaway to come disgusting step by step, this to Wall Street, killed two birds with one stone. 试想一下,投资几千万美元,然后在不断提高的估值中、不断稀释自己手里的股份,最后几千万美元变成了上亿美元,得到了数倍的利润不说,还一步步搞出了一个牛外卖来恶心自己,这对华尔街来说,是一举两得。 However, if Ox Takeaway cannot attain the grand opening, moreover gasping for breath that one after another was suppressed by oneself, it is estimated that the big shot in this group of Wall Street, must start to consider to secure against loss. 但是,如果牛外卖拿不到开门红,而且接二连三被自己打压的喘不过气,估计这帮华尔街的大佬们,就要开始考虑止损了。 To understand this point, Li Mu felt, if oneself can the potential press Ox Takeaway the wave, that might touch the stop-loss of Wall Street, making them give up halfway. 想明白这一点,李牧觉得,如果自己能把牛外卖的这一波起势压下去,那很可能就会触动华尔街的止损点,让他们半途而废。 Therefore, Li Mu decides to do multiple things at the same time. 于是,李牧决定多管齐下。 First, immediately issues the notice to all Shanghai merchants, Ele.me will make the check to the platform, any moved into the Ele.me merchant, once discovered that simultaneously moved into Ox Takeaway, will stop their shops ordering directly ; 第一,立刻给所有沪市的商户发通知,饿了么将对平台做出清查,任何入驻了饿了么的商户,一旦发现同时入驻了牛外卖,将直接停止他们的店铺接单; Second, immediately the user to Ox Takeaway area coverage issues the notice, gets online orders continuously the YY coin activity, from this day, every day in the user who Ele.me orders, orders continuously three days, may result in 10 Yuan YY coin ; Orders continuously for five days, may result in 20 Yuan YY coin ; Orders continuously for ten days, may result in 50 Yuan YY coin. 第二,立刻给牛外卖覆盖区域的用户发通知,上线连续下单得yy币活动,即日起,每天在饿了么下单的用户,连续下单三天,可得十元yy币;连续下单五天,可得20元yy币;连续下单十天,可得50元yy币。 The YY coin is the virtual money, to Muye Science and Technology, basically does not have the actual cost, but also has certainly the negative impact, if the YY coin bestows too, naturally can affect the YY coin original recharging amount. yy币是虚拟货币,对牧野科技来说,基本上是没有实际成本的,不过当然也有负面影响,如果yy币赠送太多,自然会影响yy币原本的充值金额。 However, what Li Mu considers, these every day is going the platform to stare at the user of quite preferential effort, majority is to the money very sensitive community, these Renmin probabilities have not recharged the YY coin. 不过,李牧考虑的是,这些每天在外卖平台盯着比较优惠力度的用户,大部分都是对钱非常敏感的群体,这些人大概率没有充值过yy币。 In this case, bestows the actual impact that the YY coin brings to be smaller. 这样的话,赠送yy币所带来的实际冲击就会更小。 For example, in user who 10,000 receive 10 Yuan YY coin, 9000 people simply have not prepared to recharge the YY coin, therefore as the matter stands, the real influence, is that 1000 people originally the amount that plans to recharge, therefore this influence is very small. 比如,一万个获赠十元yy币的用户里面,有九千人根本没准备充值yy币,所以这样一来,真正影响的,是那一千人原本计划充值的金额,所以这个影响是非常小的。 This YY coin, the use is to user widespread, can buy the YY member, can buy the YY cartoon show, can be used to decorate the YY space, can bring to play the farm and Plants vs Zombies these interactions social games, or goes to the YY Game platform to change into happy bean play Qi, in brief is the use is many. 这个yy币,对用户来说用途非常广泛,可以买yy会员,可以买yy卡通秀,也可以用来装饰yy空间,更可以拿来玩农场、植物大战僵尸这些互动的社交游戏,或者去yy游戏平台换成欢乐豆玩棋牌也可以,总之是用途多多。 Key thing cannot manifest, therefore gave the user, the user also can only be used to consume. 关键这东西不能体现,所以给了用户,用户也只能用来消耗。 The although seemingly virtual coin is not the real money, but it to the attraction of user is not general high, even if unworthy in user's mind RMB of correspondence, but still value 6 and 70%, this was at least enough. 虽然看起来虚拟币不是真钱,但是它对用户的吸引力可不是一般的高,就算在用户心目中不值对应的人民币,但最起码也值个六、70%,这就足够了。