"Internet + has become a topic that all companies cannot avoid now. With this, in this field, the mainstream Internet software forces are divided into the emerging Internet hardware forces. On the latter, the valuation model behind

, is the source from which all subversive changes begin!”

"Internet hardware manufacturers are very different from traditional hardware manufacturers! The success criteria that traditional manufacturers like to talk about most are shipments and market share. In my opinion, emerging Internet hardware manufacturers are

The success criteria are based on operating system optimization, number of version iterations and updates, number of users and other data. And these are two completely different valuation models."

"Why is there such a difference? This lies in whether your company's valuation is based on the sales volume of hardware products as the core criterion, or whether it is based on the number of users and the ARPU value of a single user. These are two completely different approaches."

"Let me give you a simple example. Facebook is calculated based on US$100 per user, which is why it has a current valuation of US$50 billion. Apple is valued based on US$2,000 per user, that is, "hardware sales + app store"

"This can support the myth of Apple's high valuation"

"From this, I came to a point of view: the valuation model of pure hardware sales is dying, and valuing based on users may be king. In other words, the moment the hardware is sold, it should be the time when the business really begins.

.

In my opinion, this is actually an asymmetric war. One side is talking about shipments and pure hardware profit model, while the other side is the Internet valuation model, with operating users as the core. Traditional manufacturers will not necessarily lose.

, but the companies that will live well will undoubtedly be our group of companies that begin to re-evaluate user value and make changes accordingly.”

Lu Heng listened quietly to Lei Jun's speech and nodded frequently.

These things may sound very vague, but when Lu Heng took them to later generations and compared them with Xiaomi's consistent business policies, it was easy to understand.

Lei Jun not only proposed such a concept, he also really did it and implemented it resolutely.

It can be said that in a few years, the representative company of new Internet hardware forces will be Xiaomi Technology.

Xiaomi Technology has truly managed services, users, and fan groups.

Before Xiaomi, the only thing fans of the mobile phone brand could call was "Guo Fan", but after Xiaomi came out, there was an additional "Mi Fan"

As for fans of other mobile phone brands, their cohesion is really far behind and they can be said to be vulnerable.

Of course, the relationship between this and product quality is not that big in a strict sense.

The main reason is Xiaomi's consistent business policy, which determines that they treat users as the core of their operations.

Zach on the side was also listening quietly. This man is a genius, especially when it comes to understanding concepts.

He saw the future of Facebook and rejected countless sky-high acquisitions because he firmly believed that his concept would achieve greater success.

When Lu Heng's Didi taxi-related information was placed on his desk, he quickly analyzed the prospects and even concluded that the current United States is more suitable for this software.

He understood what Lei Jun said very quickly, especially when he used his Facebook as an example.

When Lei Jun's half-hour speech ended, applause rang out again, and the dinner party gradually came to an end.

Zach nodded to Lu Heng, "It's a very interesting topic. Mr. Lei pointed out another way out for hardware manufacturers in the future. If he really keeps doing this, maybe he can achieve entrepreneurial success."

Lu Heng has great confidence in Lei Jun, "He will definitely succeed!"

The dinner party finally came to an end when CEO Hao Yi and founder Wen Chu announced that the second gmic2011 Global Mobile Internet Conference hosted by the Great Wall Club will be held in the National Convention Center in Beijing in April this year.

Everyone present at this dinner party was invited to the gmic conference.

Judging from the information revealed by Wenchu, this gmic conference is expected to invite more than 500 industry leaders from 20 countries. At that time, everyone will come together to discuss cooperation, development and exploration in the field of mobile Internet.

Wind direction and other issues.

After Lu Heng met a few more famous people, he left with Wu Mingming.

In his opinion, this dinner party was overall a success.

In terms of personal connections, old members can consolidate friendships with other people and get to know new members. New members such as Lu Heng, Wu Mingming, and Ren Yuxing can connect with other old members and increase their influence.

If you look at the actual benefits, you won't see much on the surface, but privately, you can be sure that there will be various cooperations.

For example, didn't Lu Heng, Wu Mingming and Lei Jun discuss cooperation in previous contacts?

During the party, Lei Jun also talked privately with people from Sina and Tencent for a long time. It is not impossible to see whether there is any entanglement of interests.

After sending Wu Mingming to the hotel, Lu Heng did not go back to Lin Su immediately. He summoned the Genesis team in his room.

The core Genesis team headed by Bai Yijing soon gathered in Lu Heng's room. Looking at Lu Heng with a rosy face and high spirits, everyone looked at him with eyes full of admiration.

"Boss, according to what you said, we have indeed found a start-up company in the online taxi business in Silicon Valley. Although they are extremely small and their business scope has just started in the city of San Francisco, their positioning is...

In other words, it is indeed exactly the same as Didi Taxi, a subsidiary of Hengcheng Group."

After hearing this, Lu Heng narrowed his eyes slightly and nodded lightly.

Ever since Mou Sheng came up with the idea of ​​using Hengcheng Group’s channel advantages to get involved in the online ride-hailing industry, he subconsciously thought of Uber, Didi’s biggest enemy!

That is, the American Internet company whose Chinese name is Uber.

Of course, Lu Heng is not afraid of Uber, nor does he have any intention of killing Uber in advance.

He knows very well that even if Uber becomes bigger and stronger, and its business scope covers the whole world, it is still no match for Didi Taxi in China.

Moreover, Didi Taxi caught up from behind and became the largest online ride-hailing platform in the world in terms of travel volume, turning it into an out-and-out large-scale unicorn.

In addition, in the hands of Lu Heng, Didi Taxi has an inherent advantage. As long as there are no mistakes in the follow-up, Uber cannot threaten him at all.

Lu Heng was worried about Uber and kept people paying attention to the Silicon Valley area to look for this company. In fact, he had another purpose.

It is often more difficult for Chinese Internet companies to find a way overseas than for companies in the United States.

Didi Taxi cannot be limited to China, Lu Heng’s goal is global!

But under the disadvantage of the environment, Lu Heng decided to use Uber.

If according to the historical trajectory, Uber is really born in Silicon Valley, then Lu Heng’s choice will be investment and acquisition, using the power of capital to save the country through curves and expand the business territory in an alternative way.

But if Uber had not been born, then Lu Heng would have had a backup plan when he came this time.

Whether it is setting up an overseas branch or directly setting up an Uber here, it is a good idea.

Of course, now that he has Uber, he can save a lot of effort.

"How is your contact with Uber?"

Hearing Lu Heng's inquiry, everyone looked a little strange. Bai Yijing couldn't help but said: "The contact situation is better than we imagined! Even the other party's founder and team really want to meet you, boss."

"

"Oh, is it so?"
Chapter completed!