February 22. 2月22号。 After several days of preheating, 7 : 00 pm, «Big Face-to-face» gets online in the pp video officially, had been known by the people. 经过几天的预热,晚上7点,《大咖面对面》正式在pp视频上线,已经被众人所知。 Before many, user who has not downloaded the pp video, today also starts to download. 不少之前没有下载pp视频的用户,今天也开始下载。 In the morning Li east to company time, Liu Hong catches up to report good news: „ Li, over the two days, under our videos the load capacity were many 8 million. 早上李东到公司的时候,刘洪就赶来报喜道:“李总,这两天,我们的视频下载量多了800万。 Always installs the quantity to approach 100 million! 总安装量已经逼近1亿大关！ Your popularity is really unequalled, this may inviting the star creates the propaganda more cost-effective. ” 您的人气果然无与伦比,这可比请明星做宣传划算多了。” 09 years of Huaxia Internet users scales probably about 300 million, network video user proportion probably in 80, is 240 million total volumes of users. 09年的华夏网民规模大概在3亿左右,网络视频用户占比大概在80,也就是2.4亿的总用户量。 But pp video installment reaches as high as 100 million, obviously is highly regarded. 而pp视频安装量高达1亿,显然已经不可小觑。 Installment does not represent all, the unloading installs, this is normal. 安装量不代表一切,卸载又安装,这都是正常的。 To the network video, a more important data is actually not this, but covers the population. 对网络视频而言,更重要的数据其实不是这个,而是覆盖人数。 So-called covers the population, the volume of users of independent visit website in deadline. 所谓覆盖人数,就是在期限内独立访问网站的用户量。 According to January 09 covers the pedestrian counting monthly, the market total quantity surpasses 150 million. 根据09年1月份的月度覆盖人数统计,市场总量超过1.5亿大关。 But, Youku and potato are the current industry leaders, both about 80 million, naturally, have the user of superposition to cover. 而其中,优酷和土豆才是目前的行业领袖,两家都在8000万左右,当然,有重合的用户覆盖。 Otherwise, light/only these two total numbers of visitors over 160 million. 要不然,光这两家总访问人数就超过1.6亿了。 But distant place, in more than one year, although promotes unceasingly, several variety show fire, pp and micro blog in the drainage, cover the population to only have 50 million finally monthly, must be lower than much two. 而远方,在这一年多来,尽管不断进行推广,几款综艺节目大火,pp和微博都在引流,最终月度覆盖人数还是只有5000万,比两家要低不少。 Naturally, this is the statistics of January. 当然,这是1月份的统计数据。 In fact, the pp video, is growing every month, in February according to the normal condition statistics, may break 55 million very much. 实际上,pp视频,每个月都在增长,2月份按照正常情况统计,很有可能突破5500万大关。 Perhaps however now, did not need to wait till at the end of the month, at the end of the month might achieve 60 million checkpoints very much. 然而现在,恐怕不用等到月底了,月底很有可能达到6000万的关卡。 A Liu Hong saying, Li Dong also said with a smile: „Good, makes persistent efforts, gets rid of that two, reaches first!” 刘洪一说,李东也不由笑道:“不错,再接再厉,干掉那两家,登顶第一！” Naturally, Li Dong does not have to be serious. 当然,李东也没太当回事。 Said earnestly, this time video site is burning money, regardless of Youku or the potato, is doing business at a loss the operation. 说认真的,这时候的视频网站都在烧钱,无论优酷还是土豆,都在赔本经营。 Instead is the distant place, but also has not really done business at a loss. 反而是远方,还真没赔本。 The distant place has this foundation, band width, server, data center...... 远方有这个基础在,带宽,服务器,数据中心…… These hardware, the distant place has, invests not in a big way, is not pure invests for the video site. 这些硬件,远方都已经有了,投资不大,不单纯是为了视频网站投资。 But at this time, burnt money actually copyright expense. 而这时候,更烧钱的其实还是版权费用。 09 years, pirating runs amuck, however pirates domestic also good, pirates the overseas, that troubled. 09年,盗版横行,然而盗版国内的还行,盗版国外的,那就麻烦了。 Major video sites, in high price purchase copyright. 各大视频网站,都在高价购买版权。 Especially after stirring excrement stick LETV is founded, raises the copyright price, fights the price war greatly, several big giant video sites that drag complained constantly. 尤其是搅屎棍乐视成立之后,抬高版权价格,大打价格战,拖的几大巨头视频网站叫苦不迭。 Mentioned LETV, leader old Jia and Li Dong were a little similar. 说起乐视,掌门人老贾和李东有点相似。 This fellow is a word does not sue at earliest convenience! 这家伙也是一言不合就起诉！ He in any case buys is almost the exclusive copyrights, the domestic which website pirates, he immediately starts to sue, in the two years, industry in almost does not have sued video site. 反正他买的几乎都是独家版权,国内哪家网站盗版,他马上开始起诉,这两年,业内就几乎没有不被起诉的视频网站。 Naturally, the distant place is an exception. 当然,远方除外。 On the one hand the distant law team is powerful, LETV cannot do the distant place. 一方面远方法务团队强悍,乐视干不过远方。 Then at the same time is the distant place, has insisted the genuine . Moreover the distant place walks what are more is operates independently, oneself invest, oneself build the program. 一方面则是远方这边,也一直坚持正版,而且远方走的更多的还是自主经营,自己投资,自己打造节目。 «After Good Sound» and «Father Goes Which» gets online, drove the development of distant variety show, situated in leading the position of tidal current. 《好声音》和《爸爸去哪儿》上线之后,也带动了远方综艺节目的发展,处于引领潮流的地位。 But soap opera, the Dongxing entertainment also invests to pat many at present, only gains does not owe. 而电视剧方面,目前东星娱乐也自己投资拍了好些部,也都是只赚不亏。 The distant place purchases the copyright the expense, compared with other website low many, many that in addition the capital construction expense must lower, perhaps therefore video site, can maintain the operation on the distant place at present. 远方购买版权的费用,要比其他网站低的多,加上基建费用也要低的多,所以目前视频网站这一块,恐怕也就远方能维持运营了。 Other websites, have been burning money, and has not known evidently when is the head. 其他网站,一直都在烧钱,而且看样子还不知道何时才是头。 Therefore can arrive at first to the video service, Li Dong does not have actually extremely in the attention. 所以对视频业务能不能到第一,李东倒是没太过于关注。 The video service is an industrial rich point, rather than completely, reaching of single item industry, cannot bring too many benefits to the distant place. 视频业务不过是产业丰富的一个点,而不是全部,单项产业的登顶,并不能给远方带来太多的利益。 Liu Hong reported good news to finish, Li Dong hit to block the way: „ This does not need to care, the interview recorded, matter ended. 刘洪报喜结束,李东就打断道:“这个不用太在意,专访录完了,事情就结束了。 As for the response, we do not need to go into seriously. 至于外界的反应,我们没必要深究。 Now says matter of micro blog financing, after B rounds of financing, the micro blog continues to do in a big way, the international edition development is especially rapid, the home also increased large numbers of users. 现在还是说说微博融资的事,b轮融资之后,微博持续做大,国际版发展尤其迅速,国内也增加了大批的用户。 Now registers the user, in addition the international edition, has achieved 400 million users. 现在注册用户,加上国际版的,已经达到了4亿用户。 Naturally, this is unimportant, the key is, our moon/month independence visited the user to achieve 170 million, this was the key! 当然,这个不重要,关键在于,我们的月独立访问用户达到了1.7亿,这才是关键！ Now says one, we are the world's largest social networking sites, I thought that does not have the issue. ” 现在说一句,我们是全球最大的社交网站,我觉得没问题的。” Why Li Dong dares to say! 李东为什么敢这么说！ Because the Huaxia person are many! 因为华夏人多啊！ Who made faebook unable to enter the home, is unable to promote, was short of the data support of Huaxia this population behemoth. 谁让faebook进不了国内,无法推广,少了华夏这个超级人口大国的数据支撑。 In January 09, faebook world moon/month independent user 140 million. 09年1月份,faebook全球月独立用户不过1.4亿罢了。 Naturally, others are the strength are not weak in US, the user visits the number about 70 million, exceeded opponent myspae 58 million. 当然,人家在美国本土却是实力不弱,用户访问数将近7000万,超越了对手myspae5800万。 But the distant micro blog, wants weakly in US competitiveness many, only has about 20 million. 而远方微博,在美国竞争力要弱不少,只有2000万左右。 The key data support of distant place, came from the home. 远方的主要数据支撑,来自于国内。 Huaxia is the large population, the Internet users number were also many, reached 300 million scales, has become the world's first. 华夏是人口大国,网民数量也不少,达到了3亿规模,目前已经成为世界第一。 Naturally, the statistics of each organization are different, data that some US organizations give, opposite party first, but said no matter how, the Huaxia Internet users number increases is the fact. 当然,各个机构的统计数据不同,美国一些机构给出的数据,对方还是第一,不过不管怎么说,华夏网民数量大增是事实。 Even if equivalent to the US, loses the market of Huaxia, almost discarded global market of faebook excluding US. 哪怕和美国相当,丢掉华夏的市场,差不多丢掉了faebook除美国之外的全球市场。 In this case, the volume of users of distant micro blog exceeds the opposite party naturally also on easy many. 这种情况下,远方微博的用户量超越对方自然也就容易的多。 Naturally, according to registering user proportion and active proportion of people, the distant place loses at present planned. 当然,按照注册用户比例和活跃人数比例,远方目前还是输了一筹。 But Li East Africa must say oneself are the world's first social networking site, faebook is unable to dispute, compared with the data, the distant place wins at least plans. 可李东非要说自己是世界第一的社交网站,faebook也无法辩驳,比数据,起码还是远方胜一筹。 Surpasses 60 as for the proportion of Huaxia data, this not in the Li eastern consideration. 至于华夏数据的占比超过60,这就不在李东的考虑当中了。 Li Dong was saying also said: „We, since were the world's first, C rounds of financing, cannot compare faebook to be low to......” 李东说着又道:“我们既然是全球第一了,c轮融资,怎么也不能比faebook低才对……” Liu Hong complexion sends green, Sir, do you come really? 刘洪脸色发绿,大爷,您来真的？ Doesn't lower compared with the opposite party? 不比对方低？ 07 years, after opposite party C rounds of financing, value estimate value 15 billion beautiful blades! 07年,对方c轮融资后价值估值150亿美刀！ This is the peak, in fact, 08 years receive the world environment influence, are not virtual height, but how, 10 billion beautiful blades have. 这是巅峰期,实际上,08年收世界环境影响,已经没有那么虚高,可怎么着,100亿美刀还是有的。 Now Li Donglai the sentence does not lower compared with the opposite party, to say goal that he C rounds finances in 10 billion beautiful blades above? 现在李东来了句不比对方低,岂不是说他c轮融资的目标在100亿美刀以上？ Possibly! 可能吗！ Liu Hong said with a smile reluctantly: „ Li was, too high? 刘洪勉强笑道:“李总,是不是太高了？ after B rounds of financing, after we finance, estimate value also 3.12 billion US dollars. b轮融资之后,我们融资后估值也才31.2亿美元。 C rounds, our goals are to raise 500 million dollars, after financing, total value 5 billion dollars. ” c轮,我们的目标是融资5亿美金,融资后总价值50亿美金。” In other words, before financing, the distant place to the estimate value of micro blog is 4.5 billion dollars. 也就是说,在融资前,远方这边对微博的估值为45亿美金。 In Liu Hong opinion, this conforms to the market environment, moreover calculates that was very high, very good estimate value. 在刘洪看来,这是符合市场环境的,而且也算很高了,很不错的估值。 Less than a half year of time, from less than 3.2 billion dollars, to the present 4.5 billion dollars, the increase is not astonishing. 不过半年不到的时间,从32亿美金不到,到现在45亿美金,涨幅已经惊人。 Naturally, in fact interconnects the amount of one net-haul already to have such change will, a half year rises over 1 billion dollars, is not one. 当然,实际上互联网产业经常会出现这样的变化,半年涨个10亿美金以上,不是一家。 But how, cannot turn time to turn time of place to rise again upward. 可怎么着,也不能翻倍再翻倍地往上涨。 According to Li Dong said that this financing had no way to do. 按照李东说的,这次融资没法做下去了。 10 billion beautiful blades! 100亿美刀！ No matter before financing , after financing, is impossible. 不管是融资前还是融资后,都不可能。 Naturally, Li Dong, if did not mind that own stock was diluted completely, the dilution reaches as high as more than 50%, but also has that little hope slightly. 当然,李东要是不介意自己的股份被全部稀释,稀释高达一半以上,还稍微有那么一点点希望。 But Li can Dong comply? 可李东能答应吗？ According to Liu Hong to his understanding, this financing, Li Dong should not make own stockholder's rights diluted lowly is too right. 按照刘洪对他的了解,这次融资,李东应该不会让自己的股权被稀释的太低才对。 That in other words, the financing scale is not too huge. 那也就是说,融资规模不算太庞大。 Even if raises 1 billion dollars, the micro blog wants to meet Li Dong expectation, that least must reach 9 billion dollars value before financing. 哪怕融资10亿美金,微博想要达到李东的预期,那最少也要在融资前达到90亿美金的价值了。 faebook is this right, but the opposite party is the global market sweeps the decks, if rejects Huaxia, distant place in the scale of global market, only then opposite party half. faebook是这样没错,可对方是全球市场通吃,如果剔除华夏,远方在全球市场的规模只有对方一半。 Sometimes half of disparities, even must over half of depreciation. 一半的差距,有时候甚至要超过一半的贬值。 Naturally, the Huaxia market is also very important one, the truth that has not excluded, generally speaking, the distant micro blog reaches the faebook50 above value, is Ok. 当然,华夏市场也是很重要的一块,没有剔除的道理,总的来说,远方微博达到faebook50以上价值,还是可以的。 Is equivalent, almost impossible. 想等值,几乎不可能。 Li Dongwen said selects the eyebrow say/way: „Did financing finish 5 billion dollars? Do you joke with me?” 李东闻言挑眉道:“融资结束50亿美金？你跟我开玩笑？” Then, Li Dongdao: „ This financing is our last round of financing, later we will choose to go on the market, almost picks the business of money. 说罢,李东道:“这次融资是我们的最后一轮融资,之后我们就会选择上市,几乎是捡钱的买卖。 At this time, do not take B rounds as the reference. 这时候,不要以b轮为参考。 Moreover since these days, our market shares rose successively, particularly the Huaxia market, this called the true monopoly. 而且这些日子以来,我们的市场占有率节节攀升,尤其是华夏市场,这才叫真正的垄断。 The world's largest social networking site, is not brags, fact. 全球第一大社交网站,也不是瞎吹的,事实嘛。 Good, I acknowledged that cannot compare the opposite party in the US, even the row does not go forward three, but is the person of American so valuable? 好,我承认在美国比不上对方,甚至排不上前三,可老美的人就那么值钱？ I do not request high, before financing, estimates over 6 billion dollars not to have the issue. 我要求不高,融资前估个60亿美金以上还是没问题的。 This time raises 1 billion dollars, after financing, 7 billion dollars. 这次融资10亿美金,融资后70亿美金。 But I account for a proportion at present am 40, after the dilution, achieves more than 34 point, the listing dilutes part again, placed over 30, this was just good. 而我目前占股比例是40,稀释后达到34多点,上市再稀释一部分,维持在30以上,这才刚刚好。 You after I said financing 5 billion dollars, when really our things aren't valuable? ” 你跟我说融资后才50亿美金,真当我们的东西不值钱了？” Liu Hong heart is tired, before financing , the estimate value 6 billion dollars, this matter I really did not do. 刘洪心累,融资前估值60亿美金,这事我真干不了。 Moreover to the micro blog the estimate value 4.5 billion dollars, is not distant one does now, but is many family/home organizations does together. 而且对微博现在估值45亿美金,不是远方一家做的,而是很多家机构一起做的。 Are these investment banks silly? 那些投行傻吗？ Don't they know the higher the better? 他们难道不知道越高越好？ But why they gave 4.5 billion dollars, that was because of the distant micro blog, at present indeed on this value. 可他们为什么才给到了45亿美金,那是因为远方微博,目前的确就这个价值。 Even if Li Dongchui is resounding enough, is the world's first , is 400 million users, is Asia hangs the dozen of opposite party, Europe and US treat as an equal, but that said i.e . 哪怕李东吹的够响亮,又是全球第一,又是4亿用户,又是亚洲吊打对方,欧美平起平坐,可那也就是说说罢了。 C rounds raises 500 million dollars, after financing, 5 billion dollars. c轮融资5亿美金,融资后50亿美金。 Listing words, because currently does not have the social networking site listing achievement to refer to the object, can only refer to the Internet enterprise. 上市的话,因为目前还没有社交网站上市作为参考对象,只能参考互联网企业。 Calculates by the market profits and other aspect data, after the listing, the distant micro blog market value may be 10 billion dollars, or slightly high spot. 以市盈率和其他方面数据来算,上市后,远方微博市值可能会达到100亿美金,或者稍微高点。 Naturally, does not remove rises suddenly or falls suddenly. 当然,不排除暴涨或者暴跌。 If comes according to the Li eastern view, later the localization of listing market value must in 15 billion dollars. 而要是按照李东的说法来,之后上市市值的定位就要在150亿美金了。 Before at the annual meeting, everyone thinks that he is cracking a joke. 之前年会上,大家都以为他在开玩笑。 Now was good, he really plans! 现在好了,他是真这么打算的！ Liu Hong the face, long time was saying painstakingly: „I go back to make the plan, in addition must discuss with various investment banks, you looked, like this is good?” 刘洪苦着脸,半晌才道:“那我回去重新做一下方案,另外还得和各家投行商量一下,您看,这样行不行？” The Li Dong slight nod said: „ This, actually to prepare buy-back part of stockholder's rights, I really prepare 10 billion beautiful blades to come. 李东微微点头道:“就这样吧,其实要不是为了准备回购一部分股权,我真准备100亿美刀来着。 However I also want before the listing, buy-back part, unable the estimate value is too high, otherwise was gained was not cost-effective. ” 不过我还想在上市之前,回购一部分,就不能估值太高了,要不然被人赚了就不划算了。” Liu Hong smiled bitterly, gathers me also to thank you to consider this, otherwise, your wanted such estimate value, perhaps financed not to have the means to continue to do. 刘洪苦笑,合着我还得感谢您考虑到了这点,要不然,您这要这么估值,恐怕融资都没办法继续做下去了。 15 billion dollars, earnest breakthrough 100 billion Renminbi. 150亿美金,正儿八经的突破1000亿人民币大关了。 Can a micro blog, really create such big value? 一个微博,真能创造这么大的价值吗？ Naturally, sometimes the Internet industry, looks to blow, this is also the fact. 当然,有时候互联网产业,就看能不能吹,这也是事实。 You blow is fair, can touch the investor, can make the investor feel cost-effective, that does not have the issue. 你吹的合情合理,能打动投资者,能让投资者觉得划算,那就没问题。 But if cannot, you blow the broken day is also useless. 可要是不能,你吹破天也没用。 Can the distant micro blog, touch the investor, at present does not say. 远方微博,能不能打动投资者,目前不好说。 Others' money is not the gale blows, once this bubble were punctured, that collapses, the major organizations will also consider clearly. 别人的钱也不是大风刮来的,这个泡沫一旦被戳破了,那就是狂跌,各大机构也会考虑清楚的。 Is reported the good news, may arrive finally, Liu Hong is actually the having mind filled with gloomy mood walks. 原本是来汇报好消息的,可到了最后,刘洪却是满腹愁绪而走。 Naturally, he worries is his matter. 当然,他发愁是他的事。 Over time, «Big Face-to-face» soon will actually get online. 随着时间流逝,《大咖面对面》却是即将上线了。 in pp video, started to emit some piece of flowers. pp视频上,也开始放出了一些片花。 ...... …… „ Industry in must say that who most asks for the person to dislike, I said that I knew, does not know does not say. “业内要说谁最讨人嫌,我说我认识的,不认识的就不说了。 You definitely meet me to think that I said **, but this time also is really not! ” 你们肯定会我以为我说**,但是这次还真不是！” „Must say that is not feeling well, but also ** ***” “要说让人不爽的,还属**的***” „Almost forgot, ** ***, delivers the wealth young lad!” “差点忘了,还有**的***,送财童子啊！” „Did Mr. Li mind that said your fiancee?” “那李先生介不介意说说您的未婚妻？” „Don't even go there, is assembling.” “没啥好说的,凑合着过呗。” „The Internet industry or the logistics...... then looked, unexpectedly entered first ten, unexpectedly first five, even first......” “无论是互联网产业还是物流……回头一看,居然进前十了,居然前五了,甚至第一了……” A sheet bars flower emergence, making many people almost shout abuse! 一条条片花的出现,让不少人差点破口大骂！ The pp video of scoundrel! 混账的pp视频！ The personal name you several covered up doing! 人名你哔哔几声遮掩了干嘛！ Whom does Li dislike east to the bottom? 李东到底讨厌谁啊？ Also, who is the good wealth young lad is coming? 还有,谁是善财童子来着？ Evidently, this time discloses probably much. 看样子,这次好像爆料不少啊。 The Internet users guessed, some people vowed solemnly saying: „I make a bet, Li Dong most repugnant definitely is horse Yun!” 网民们纷纷猜测起来,有人信誓旦旦道:“我打赌,李东最讨厌的肯定是马昀！” „I bet 10,000 am not, permits Saint of Longhua is wise almost.” “我赌一万个不是,龙华的许圣哲差不多。” „I guess that the good wealth young lad is permits Shengzhe.” “我猜善财童子才是许圣哲。” „You said that other disclosing? Can artillery elder brother time fire a gun?” “你们说,还有别的爆料吗？炮哥这次会不会放炮？” „Nonsense, doesn't fire a gun the artillery elder brother? I suspected extremely, now puts is actually the pediatrics, true cow also in behind.” “废话,不放炮还是炮哥吗？我极度怀疑,现在放出来的其实都是小儿科,真正牛的还在后面呢。” „Is reasonable, is the artillery elder brother's interview is interesting.” “有道理,还是炮哥的专访有意思。” „......” “……” The people discuss spiritedly, suddenly many people start to wait for the program formally to start. 众人议论纷纷,一时间不少人都开始坐等节目正式开始。 ...... …… But at the same time, Li Yan hong in Capital City sees a piece of flower, muttered: „This bastard, said won't be I?” 而同一时间,远在京城的李彦红看到片花,喃喃道:“这混蛋,说的不会是我吧？” He remembers faintly, before probably had been called by Li Dong. 他隐隐记得,之前好像被李东这么称呼过。 Naturally, Li Yan also said red, without scolding oneself becomes. 当然,李彦红也就这么说说,没骂自己就成。 Must attack anyone as for Li Dong, he thought that definitely is not oneself. 至于李东要炮轰谁,他觉得肯定不是自己。 horse Yun and horse Huateng have the possibility, several giants of entity retail have the possibility. 马昀和马华腾都有可能,实体零售行业的几位巨头也有可能。 In any case no matter who, carried the backless stool to see a play. 反正不管是谁,端着板凳看戏好了。 Li Yan somewhat rejoiced red, the good and evil he and Li Dong business superposition are not many, otherwise, who can bear this big mouth, all day long talked on endlessly to keep. 李彦红有些庆幸,好歹他和李东业务重合不多,要不然,谁受得了这个大嘴巴,成天叨叨个不停。 Li Yan hong thought that is not oneself, many people also thought so. 李彦红觉得不是自己,很多人也都这么觉得。 Including Su Ning's stretch/open Jindong, old stretch/open has not thought, Li Donghui said him, at this time he was still waiting to look at the pleasure. 包括苏宁的张进东,老张可没想到,李东会说他,这时候他还在等着看乐子呢。