RINAPE :: Volume #5

#437: Has never realized brutality


LNMTL needs user funding to survive Read More

Du Wei said that British younger sister one has not replied her information all day, email has not returned, msn has not returned, it is estimated that concentrated on making backpacker, has not found the time Browsing. 杜薇说,那个英国妹子一整天都没回复她的信息,email没回,msn也没回,估计是专注于做背包客了,还没有抽出时间来上网 Li Mu also knows impatiently useless, then makes her allow nature to take its course, when now can only wait for the opposite party to get online can make the contact. 李牧也知道心急没用,便让她顺其自然,现在只能等对方什么时候上线才能建立联系。 Besides the mp3 player, some Li Mu a lot are on hand busy. 除了mp3播放器,李牧手头还有很多事情要忙。 First is YY. 首先就是yy Got online one week of time, the YY user broke through 50 million, and speed-up was still quick. 上线一周的时间,yy用户就突破了五千万,并且增速依旧很快。 When with QQ so-called broken hundred million user different , the YY user activity was too high. qq所谓破亿用户不同的时,yy的用户活跃程度太高了。 Present QQ has massive overlapped account number and Zombie(s) user, a large number of people have two even more QQ, some large number of person extremely few log in, average log in frequency even over one week. 现在的qq有大量的重叠账号以及僵尸用户,相当一部分人拥有两个甚至更多个qq号,更有相当一部分人极少登陆,平均登陆频次甚至超过一个星期。 In other words, the YY present 50 million user, besides the overlapped account number that part possibly has, remaining is almost the internet high active users. 也就是说,yy现在的五千万用户,除了一部分可能存在的重叠账号之外,剩下的几乎都是互联网的高活跃用户。 According to the synchronous data that Happy Farm provides showed, in the 50 million YY user, 41 million people bound Tieba (Post It) and Happy Farm ID, in other words, the high active user surpassed 40 million. 根据开心农场提供的同步数据显示,五千万yy用户里,有四千一百万人绑定了贴吧开心农场id,也就是说,高活跃用户超过了四千万。 40 million people of institutes bring, not only fiery/popular of model of software, a cash inflow of big value-added service, short seven days, the value-added service of YY drew to break through one hundred million. 四千万人所带来的,不只是一款软件的火爆,还有一大笔增值服务的现金流入,短短七天,yy的增值服务吸进突破了一个亿。 The Muye Science and Technology survey special commissioner believes that by the current user base computation, at present YY every month the earning ability in value-added service should about 200 million Yuan, but now many manufacturers contact with the Muye Science and Technology Business personnel on own initiative, hopes that can attain YY to promote the resources the offer table, they hope that can put in the advertisement on YY, Li Mu had not agreed that his instruction is very simple, YY does not accept any advertisement delivery temporarily. 牧野科技的测算专员认为,以目前的用户基础计算,目前yy的每月在增值服务方面的营收能力应该在两亿元左右,而现在有许多厂商主动联系牧野科技商务人员,希望能够拿到yy推广资源的报价表,他们希望能够在yy上投放广告,李牧没有同意,他的指示很简单,yy暂时不接受任何广告投放。 Muye Science and Technology did not accept the advertisement delivery the news in industry to pass on quickly, internet industry few fools, delivering money Li Mu did not want, was not because he was conceited, was not because he did not care about money, but compared money, he paid great attention to the user experience. 牧野科技不接受广告投放的消息很快就在业内传了出来,互联网行业没几个蠢人,送上门的钱李牧都不要,并不是因为他狂妄自大,也不是因为他不在乎钱,而是相比钱来说,他更注重用户体验。 In the work places the hearsay, QQ sells the dialog box advertisement, one month of income can surpass ten million/countless, by the beforehand QQ huge user community and demonstration effect, it is value price, will be more, this is also one of reasons why Tencent does not need to finance, because it truly can take advantage of the existing resources to make money. 坊间传闻,qq只是卖对话框的广告,一个月的收入就能超千万,以之前qq庞大的用户群体以及展示效果来看,它是值这个价格的,甚至会更多,这也是为什么腾训一直不需要融资的原因之一,因为它确实太会利用现有资源去赚钱了。 Li Mu felt, if in the YY dialog box, imitates QQ to do several to flash unceasingly the trabecula advertisement of transformation, the effect on the user experience was too bad, in market only then a time fortunately, the user has no choice, to work as in the market also has the competitor, this matter Li Mu is not willing to do. 李牧觉得,如果在yy的对话框上,模仿qq搞几个不断闪动变换的横条广告,对用户体验的影响太恶劣了,市场上只有自己一家的时候还好,用户没什么选择的余地,可当市场上还有竞争对手的时候,这种事情李牧就不愿意去做。 Therefore, Li Mu said to the Muye Science and Technology Business department, so long as the QQ Nikkatsu user were also higher than 300,000, YY did not consider to meet the advertisement the matter. 所以,李牧放话给牧野科技商务部门,只要qq的日活用户还高于30万,yy就不考虑接广告的事情。 This saying for was intended by the Business department straight transmission in the business who on YY puts in the advertisement, immediately raises the great unrest in the internet industry. 这话被商务部门直接传达给了有意在yy上投放广告的商家,顿时在互联网行业掀起轩然大波。 Some people said that Muye Science and Technology was too extremely arrogant, some people thought that it makes the best choice ; Some people said that the Muye Science and Technology competition method is too crude, some people thought that this method is the most effective means. 有人说牧野科技太狂妄了,有人却觉得它这么做正是最好的选择;有人说牧野科技竞争手段太粗暴,也有人觉得这种手段才是最行之有效的办法。 Li Mu these words, are equal to later generation Liu Qiangdong when forming the Jingdong books department, to suppress Dangdang gives the request that the books team puts forward: The books audio and video department in three years cannot gain the one cent gross profit to the company, or in five years cannot gain the one cent net profit, will otherwise dismiss the entire department. 李牧这句话,就等同于后世刘镪东在组建京东图书部门时,为了打压当当而给图书团队提出来的要求:图书音像部门三年内不许给公司赚一分钱毛利,或者五年内不许赚一分钱净利,否则就会把整个部门开除。 The meaning of Liu Qiangdong is very simple . Moreover the meaning of Li Mu now releasing, that is: I can the one cent not gain, must do the competitor! 刘镪东的意思很简单,而且和李牧现在释放出去的意思一样,那就是:我可以一分钱不赚,也要把竞争对手搞死! On the market unacceptable any pities, what several years ago domestic internet compared was who is more attractive, who was easier-to-use, what now Li Mu compared with was: Who has an empty stomach can live is longer, who digs up light/only threw into the snowy area to be able live is longer, after this will be over the next several years , the pattern of internet competition, to the present internet person, had never realized was brutal, but if internet again and other years, competing with the method will be more brutal, will evolve: Everyone takes to go all out all money to scatter outward, looked that who can attract more people to snatch and look who can scatter is longer who wins, naturally, competes with this degree generally, to basically was both sides cannot shoulder finally, then received the sword and spear to become reconciled, pieced together the same place all family belongings again, stopped throwing money, then started together a set of money from the user. 商场上来不得任何怜悯,前几年国内的互联网比的是谁更好看、谁更好用,现在李牧要比的是:谁饿肚子能活的更久、谁扒光了丢进雪地里能活的更长,这是未来数年后互联网竞争的模式,对现在的互联网人来说,就已经是从未体会过的残酷了,而互联网如果再等十年,竞争手段会更加残酷,演变成:大家把所有的钱拿出来拼命往外撒,看谁能吸引更多的人抢、看谁能撒的更久谁就赢,当然,一般竞争到这种程度,到最后基本上是双方都扛不住了,然后收起刀枪握手言和,再把所有家当拼凑到一起,停止撒钱,转而开始一起从用户身上套钱。 Recent Tencent originally because of the birth of YY, but to panic at the slightest move and a piece in confusion, can only the looks at user helplessly drain not to have the means unceasingly, now Li Mu emits such In short to come, making the entire company suddenly cast shadow up and down. 最近的腾训本来就因为yy的诞生而风声鹤唳、一片狼藉,原本就只能眼睁睁的看着用户不断流失而毫无办法,现在李牧忽然放出这么一句话来,让整个公司上下更是蒙上了一层阴霾。 Li Mu's extremely arrogant deep stabbing pain entire company, but pierces their hearts truly, is actually the scarlet & bare & bare reality. 李牧的狂妄深深刺痛了整个公司,但真正刺穿他们心脏的,却是赤&裸&裸的现实。 QQ although has started to develop crowd of functions and individual cartoon show functions, but illuminates this trend to look, without them the development function, the QQ Nikkatsu has fallen to below 1 million people, currently in the company account although also has several million in a big way, but the income is dropping unceasingly, will immediately have the condition of being unable to make ends meet, if to that step, would have no to be far to the bankruptcy. qq虽然已经开始着手开发群功能和个人卡通秀功能,但是照这个趋势看,没等他们把功能开发出来,qq的日活就已经降到百万人以下了,现在公司账上虽然还有大几千万,可是收入在不断下降,马上就会出现入不敷出的状态,如果到了那一步,离倒闭也就没多远了。 One group of executives when ponder over the countermeasure with hardship, the Naspers group of South Africa represented from Hong Kong rushes to Shenzhen, they who the hand grasped the Tencent 33% stocks really worries. 一群高管在苦苦思忖对策的时候,南非的迷h集团代表从香港赶赴深市,手握腾训33%股份的他们真的着急了。 At present, the Tencent share is very simple, the team occupied probably 60%, the Naspers group accounted for 33%, remaining 7% in International Data Group. 眼下,腾训的股权结构还很简单,团队占了大概60%,迷h集团占了33%,剩下的7%在idg手里。 However, the 60% stockholder's rights of team are also quite scattered, Chief Ma cannot be 33% such high proportions, therefore, now company major stockholder in the true sense is Naspers. 但是,团队的60%股权又比较分散,就连马总自己也没能达到33%这么高的比例,所以,现在公司真正意义上的大股东就是迷h In the history, Naspers has had to be above the general investment company innumerable time of trusts and tolerances to Tencent, they have very conviction to the Tencent future from the beginning, therefore they will take away the Tencent 20% stockholder's rights from the Hong Kong richest family Li Family to become eldest son's hand, took away the remaining stockholder's rights from International Data Group, and has owned stocks, besides the listing, Naspers has never reduced the Tencent stock on own initiative. 历史上,迷h一直对腾训有着超乎一般投资公司无数倍的信任和宽容,他们从一开始就对腾训的未来抱有非常坚定的信念,所以他们才会从香港首富李家成长子的手里收走了腾讯20%的股权,又从idg手里收走了剩下的股权,并且一直持股,除了上市之外,迷h从未主动减持过腾训的股票。 But...... his mother after all was the previous life matter. 可是……这他妈毕竟是上辈子的事了。 This whole life, Li Mu steels oneself for revenge and does something secretly, dug such a big pit to QQ, saw that QQ will soon fall into the abyss, Naspers cannot sit still. 这辈子,李牧卧薪尝胆、暗渡陈仓,给qq挖了一个这么大的坑,眼看qq即将跌入万丈深渊,迷h坐不住了。 Their representative and named Dean Kubbe's Caucasian arrived in Shenzhen and Chief Ma speaks face-to-face, ejected a suggestion: QQ must give up gaining immediately, to sacrifice the way of profit to receive in exchange for the user, at this time, cannot think only of making money again, more thought only of making money, more live was not long, therefore, the suggestion of Naspers was: Stops all advertisement cooperation, QQ member and other value-added services offers free of charge or by extremely low price discount promotion sale, or thinks the ways of other feedback users, in brief to pull closer intimacy before QQ and user ; 他们的代表、一个名叫迪恩・库伯的白人抵达深市马总面谈,抛出了一个建议:qq必须立刻放弃盈利,以牺牲盈利的方式来换取用户,这个时候,决不能再向钱看了,越向钱看,越活不长,所以,迷h的建议是:停止所有广告合作,qq会员等增值服务免费赠送或者以极低的价格打折促销,或者想其他回馈用户的方式,总之都是为了拉近qq与用户之前的亲密感; Chief Ma according to Dean on behalf of the proposal that Naspers put forward, gave own reply. 马总根据迪恩代表迷h提出的这点建议,给出了自己的回答。 Mr. Dean, I am willing temporarily to give up gaining to be honest to resist with Muye Science and Technology, but Tencent and Muye Science and Technology are different, Tencent present stage all income come from QQ, but the Muye Science and Technology income from Happy Farm, YY also gives up commercial advertisement income now, but has not given up value-added service this income, if Tencent all stops the value-added service and advertising, then only depends on the account these several million, most can also support for a half year, the huge team needs to raise, the magnanimous server and necessary band width service needs to supply, the company other's miscellaneous expenses is also being. A big number, how long without the income really could not insist.” 迪恩先生,说实话我愿意暂时放弃盈利来跟牧野科技对抗,但是腾训牧野科技不同,腾训现阶段所有的收入全部来自qq,而牧野科技的收入则是来自于开心农场,现在yy也只是放弃商业广告这一块的收入,而并没有放弃增值服务这一块的收入,如果腾训把增值服务和广告业务全停掉,那么仅靠账面上的这几千万,最多也就能支撑半年,庞大的团队需要养着、海量的服务器以及配套的带宽服务需要供着、公司其他的杂项开销也是一笔不小的数目,没有收入真的坚持不了多久。” Dean said: Chief Ma, this is also my time comes to with an issue that you explore emphatically, our Naspers does not want looks at QQ to drop down, therefore, we are willing to increase the Tencent stock in the present stage, we have been communicating with International Data Group, in 7% the stocks their hands receives, we are also willing at a quite reasonable estimate value, purchase the Tencent 20% stocks from you and your team again, but our request, that is all purchase must keep the follow-up operation of Tencent, you and your team can not leverage.” 迪恩说:“马总,这也是我本次过来要跟您着重探讨的一个问题,我们迷h不愿意看着qq倒下,所以,我们愿意在现阶段增持腾训股份,我们已经在和idg沟通,把他们手里7%的股份收过来,我们也愿意以一个比较合理的估值,从您和您的团队手里再收购腾训20%的股份,不过我们有一个要求,那就是所有的收购款都必须留作腾训的后续运营,您和您的团队不得套现。” Saying, Dean was also saying: Naturally, to express our Naspers is willing to spend together the determination of difficulty with you, we are willing to supplement purchase additionally 20% to Tencent, same serve as the operation completely.” 说着,迪恩又道:“当然了,为了表示我们迷h愿意与您共渡难关的决心,我们愿意额外追加收购款的20%给腾训,一样全部用作运营。” The meaning of Naspers is very obvious, they do not think, whatever QQ were defeated by YY, but makes stock in the hand is not worth a red cent, they want to take a money to come out to wrestle again, must lose loses, but if Tencent shoulders, that Naspers gained in this investment in a big way! This is the true meaning of venture capital! 迷h的意思很明显,他们不想任由qqyy击败,而使得自己手里的股份变得一文不值,他们想要再拿点钱出来搏一把,要输就多输一点,但若是腾训扛过来,那迷h就在这次投资里赚大了!这就是风险投资的真谛! If places Tencent prosperous, progresses day by day, wants from International Data Group to attain that 7% stock, or attains more stocks from the founding team, is almost not possible, even possibly, must pay extremely high premium cost to be good, but in the dangerous time, the price of stock transaction is currently having very big below to press the space, even cannot press is too ruthless, at least can entire write off the premium. 若放在腾训欣欣向荣、蒸蒸日上的时候,想从idg手里拿到那7%的股份,或者从创始团队里拿到更多的股份,几乎是不可能的,即便可能,也要付出极高的溢价成本才行,但是现在正在危难时刻,股份交易的价格有很大的下压空间,即便压不到太狠,最起码能把溢价全抹杀。 A Chief Ma slightly hesitant, present situation, if not shoulder with Muye Science and Technology, possibly QQ died, if QQ died, everyone's all efforts become the bubble, in account that money after giving the staff and shareholder sent the compensation for removal basically not to be left over anything, this also means, oneself actually and had no escape route, the conservative defense, dismissed to the final company also several million leaves with most, if attacked on own initiative, to were finally most is also disbands the one cent unable to attain, so, the nature was must put together one to be resigned. 马总略一犹豫,现在的情况,如果不跟牧野科技扛下去,可能qq就死了,如果qq死了,大家的所有努力都成泡影,账面上那点钱在给员工、股东发了遣散费之后基本上也就剩不下什么了,这也就意味着,自己其实并没有什么退路,保守防御,到最后公司解散最多也就是拿个几百万走人,如果主动进攻,到最后最多也就是遣散了一分钱拿不到,如此看来,自然是要拼一把才甘心。 However, if oneself accepted the request of Naspers, Naspers to take International Data Group 7%, 20% of team, that ownership percentage may achieve in addition astonishingly 60%, Naspers controlled stock when the time comes absolutely, can the company also turn over to itself to control? 不过,如果自己答应迷h的要求,迷h拿了idg的7%,又加上自己团队的20%,那持股比例可就达到惊人的60%了,到时候迷h就是绝对控股,公司还能归自己掌控吗? Chief Ma ponders over the moment, said to Dean: This, the concrete financing proportion and estimate value, we related in detail slowly, my idea is, if we can come to an arrangement about the proportion and price that both sides approve, we first sign a memorandum, then we give the account fund to set a warning line, if the fund arrives at the warning line, we defer to the memorandum to sign the good provision transfer stockholder's rights.” 马总思忖片刻,对迪恩说:“这样吧,具体的融资比例和估值,我们慢慢细谈,我的想法是,如果我们能够谈妥一个双方都认可的比例和价格,那咱们就先签一个备忘录,然后我们给账面资金设定一个警戒线,如果资金到达警戒线,我们就按照备忘录签好的条款转让股权。” To Chief Ma, he starts from the undertaking now, but also without so distressed, from 2001 in middle ten days starting from, he led QQ to climb high high-spirited unceasingly, was the self-satisfied time, didn't expect emitted Muye Science and Technology suddenly, gave itself a blow to the head, although this stick was very sore, but because if present hurting, hands over the position of company major stockholder now, he obviously was some hard to accepts, but, he also understands, when if really could not support wants to transfer the stock again, horrible to look at that time estimate value definitely can also fall, therefore he hopes now first reaching an agreement proportion and price, then. Really could not shoulder, accepted again. 马总来说,他从创业开始到现在,还没有如此狼狈过,从2001年中旬开始,他就意气风发的带领着qq不断攀高,正是志得意满的时候,没想到忽然冒出个牧野科技,给了自己当头一棒,虽说这一棒很疼,但如果因为眼前的疼,现在就就把公司大股东的位置拱手相让,他明显是有些难以接受的,但是,他也明白,如果等到自己真撑不住了再想转让股份,那时候的估值肯定也会跌的惨不忍睹,所以他希望现在先谈好比例和价格,然后等自己真扛不住了,再接受。 Dean as well as Naspers also expected that Chief Ma will propose similar request, before Dean comes, obtains inciting of Naspers, this their main purpose was to help Tencent got through the difficult time, guaranteed the own beforehand investment cannot throw away carelessly, if Chief Ma does not want to transfer the stock, they will not demand, all were primarily solving the problem, since the Chief Ma present meaning wants first to arrange the provision, then left his point to read thinks, Naspers will not naturally hit a person when he is down. 迪恩以及迷h也都预料到马总会提出类似的要求,迪恩来之前,就已经得到了迷h的授意,这次他们的主要目的是帮助腾训渡过难关,同时也确保自己之前的投资不会打水漂,所以如果马总不想这么早就转让股份,他们也不会强求,一切以解决问题为主,既然马总现在的意思是想先定好条款,然后再留给他自己一点念想,迷h自然也不会落井下石。 Therefore, Dean then said: In principle I can accept your proposition, but the memorandum specific provision, I must report after the group can answer you.” 于是,迪恩便说:“原则上我可以接受您的提议,不过备忘录具体的条款,我还得跟集团汇报过之后才能答复您。” Chief Ma nods, relaxes slightly, said: Unimportant Mr. Dean, we were also the old friends, each other was ally on a front, for these days I arranged you first to live in Shenzhen, the specific detail we communicated slowly.” 马总点了点头,稍稍松了口气,说:“不要紧的迪恩先生,咱们也是老相识了,彼此都是一条战线上的战友,这几天我安排你先在深市住下来,具体细则咱们慢慢沟通。” Dean simply said: Without the issue, over the next several days, I will be treating in Shenzhen.” 迪恩便道:“没问题,未来几天的时间,我就在深市待着了。” , Dean also said: Chief Ma, a moment ago was only the first point, my time, the group also suggestions, want to make me convey to you.” 顿了顿,迪恩又道:“马总,刚才只是第一点,我这次来,集团还有一个建议,想让我转达给您。” Chief Ma hastily said: „ Please say. „ 马总急忙说道:“请说。“ Dean said: We also studied Muye Science and Technology YY, synthesizes our some analyst opinions, we hope that QQ can also catch up in the product development, had better be able look for the new breach on the product immediately, the truth said, we felt, if present QQ only imitates the YY function to die purely without doubt, now can only develop the new product full power, strives to surpass YY in the product to reverse this aspect.” 迪恩道:“我们也研究了一下牧野科技yy,综合我们的一些分析师意见,我们希望qq也能在产品开发上多发力,最好能够立刻在产品上找新的突破口,实话说,我们觉得如果现在qq只单纯模仿yy的功能是必死无疑的,现在只能全力开发新的产品,争取在产品本身赶超yy才有可能逆转这个局面。” Chief Ma sips the lip to nod layer on layer/heavily. 马总抿着嘴唇重重点头。 He thinks that but must develop the new product at present suddenly the words, everyone also has no idea, wants to use new product reversal, that means that the new product must be powerful enough, where in a short time goes to look for a idea of powerful new product? 他又何尝不是这么想的,只是眼下忽然要开发新产品的话,大家都还两眼一抹黑,想用新产品逆转局面,那就意味着新产品一定要足够强大,短时间内去哪找一个强大新产品的构思? At this time, Guo Haiming pats the forehead suddenly, calls out in alarm one, said: Chief Ma, do you still remember, initially your very fierce idea, about chess sign class Game, you said initially, if there is such Game Hall, the direct integration in our QQ, can instant kill Ourgame......” 正此时,郭海明忽然一拍脑门,惊呼一声,说:“马总,您还记不记得,当初您有一个非常厉害的构思,是关于棋牌类游戏的,你当初说,如果有这样一个游戏大厅,直接整合进我们的qq里,就能够秒杀联众……” Chief Ma leapt one to stand, really stood from the chair. 马总腾地一下站了起来,真真的从椅子上站了起来。 He was also thought a little by Guo Haiming, actually several months ago, he has a product idea of awesome, at that time he wants to imitate Ourgame, makes QQ Game Hall, because oneself have QQ this powerful immediate Instant Messenger software, can passes the burden the good friend of user as well as user to QQ Game Hall seamlessly comes up, using chess sign class Game, strengthens the viscosity of QQ user. 他也是被郭海明这么一点才想起来,其实在几个月以前,他就有一个牛逼的产品构思,当时他想模仿联众,弄一个qq游戏大厅,但是因为自己有qq这个强大的即时通讯软件在,就可以把用户以及用户的好友无缝转嫁到qq游戏大厅上来,利用棋牌类游戏,增强qq用户的粘度。 Only pitifully, oneself were too initially self-confident about the aspect, most technology development strengths, mixed to Guo Haiming makes QQ Fishery! 只可惜,当初自己对局面太自信,把大部分的技术开发实力,都调配给郭海明qq渔场去了! Thinks of here, Chief Ma regretted itself, at heart is also thinking initially after and other Guo Haiming Happy Farm got rid of, again full power makes QQ Game Hall, but didn't expect, matter unexpectedly step by step to today's this nonsense situation!( To be continued.) 一想到这里,马总心里懊悔不已,当初自己还想着等郭海明开心农场干掉之后,再全力去做qq游戏大厅,可没想到,事情竟然一步步到了今天这个狗屁地步!(未完待续。)
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