Chapter 640 Embarrassment(1/2)
I will break the bowl at the end of the month and ask for a monthly subscription.
………………
Lei Jun was honest and fair: "I hope Mr. Fang will support me in taking Qingxiao out of Xiaomi at this financing meeting."
The voice fell softly.
Fang Nian's hand holding the teacup paused for a moment, then he brought it to his mouth and drank it slowly.
Many thoughts flashed through my mind.
Although it has only been five days since Fang Nian returned to China, today he also temporarily knew that Lei Jun had arrived in Shencheng;
But he was not completely ignorant of outside news.
At least……
After thinking for a moment, Fang Nian smiled and said: "Let's chat..."
"How many users are there now?"
The obvious pause in his words and the peaceful look he looked over after the pause put a smile on Lei Jun's face.
Frankly said: "Maybe it has exceeded 25 million now."
"..."
Hearing this, Fang Nian fell silent.
Although he was mentally prepared, he was still shocked by this number - because according to the latest news known to the outside world, the total number of Qingchat users was not even five million.
Even though Fang Nian knew it, Qingchao specially launched diversified versions on the Little New Year’s Day a year ago;
Even copycat mobile phones that are specially covered with MTK solutions will definitely bring about a surge in the number of users.
After all, this was what he suggested to Lei Jun when he was bored.
It is also reminded that in addition to the current three mainstream smartphone platforms of iOS, Android and Nuwa, the light chat versions of other platforms do not need to cover so many functions. They can mainly push business cards and add friends.
But the number of users is growing too fast.
There is even a feeling that it has to catch up with the penetration rate of large-screen smartphones.
However, Gouchang WeChat, which has been chasing behind it, has no time to take advantage of the Spring Festival to gain customers, and the current user growth is slow.
after all……
WeChat cannot be completely treated as a poor imitator.
WeChat has the experience of QQ, so it is not difficult to make voice and video chat.
The difficulty is getting support from the three major operators.
Fang Nian and Lei Jun knew this very well, so they made a very stupid operation.
When Xiaomi Mi 1 was released on New Year's Day, it tested the light chat voice call in public.
But the internal beta version has not been released for a long time.
In the end, the WeChat team couldn't resist the temptation and took the initiative to rush to the front.
Anyway...
In the end, WeChat launched the early adopter version first.
The three major operators turned a blind eye.
Of course, the friction and conflict between mobile phone-based free instant messaging software and the three major operators will definitely not be resolved in a month or two or even a year or two, but the public will not have much awareness.
However……
Xiaomi chicken thief is here.
Neither the WeChat team nor Goose Factory has a mobile phone business.
Xiaomi has mobile phones, and Xiaomi also has a deeply customized MIUI based on the Nuwa system.
This makes Qingchao voice calling experience on Xiaomi mobile phone bags surpass WeChat even though it was proposed first and later launched.
Not only that, but the experience on Apple and Android phones is also superior.
but!
But Fang Nian is still surprised by Qingchao’s current total number of users.
After a moment of silence, Fang Nian asked another question: "Does Mr. Lei know the actual total number of WeChat users?"
Lei Jun replied: "Ominous, the official figure announced in the middle of last month was three million. According to the analysis of the Qingchao project team, the real figure should already be around five million."
"..."
Fang Nian thought for a moment and said calmly: "Mr. Lei, I want to be honest. What is your goal in taking Qingxiao out of Xiaomi?"
"Social ecology." Lei Jun had no intention of hiding anything from Fang Nian.
After speaking, Lei Jun glanced at Fang Nian and asked: "Mr. Fang, in your opinion, how big can Qingchao become if it becomes independent?"
As Fang Nian's thoughts swirled, he shook his head and said with a smile: "This is really a question for me. Although I am more optimistic about mobile social networking, I don't analyze the market too much. In this regard, I plan to learn from Mr. Shen and intervene in the form of capital."
Fang Nian was obviously talking nonsense.
No matter how he didn't analyze it, he still knew the role that WeChat played in the market value of Goose Factory in his previous life, which at least supported the market value of nearly one trillion Hong Kong dollars.
Of course, Lei Jun didn't know this. After hearing what Fang Nian said, he asked again: "So, does Mr. Fang think that talking about independence and non-independence has a big impact?"
"It's hard to say, maybe it's a win-win situation." Fang Nian said tactfully.
Lei Jun: "..."
This time it was Lei Jun's turn to be silent.
Fang Nian's attitude was a bit ambiguous, which was not the best news for him.
On the one hand, most of the current foundations of Qingchao come from Fang Nian’s proposals;
On the other hand, the term social ecology is not just an empty talk. A good business model must be found.
Is Goose Factory's success route based on PC and fully applied to mobile platforms?
Let’s not talk about whether it is possible or not. Simply speaking, completely copying other people’s successful routes is not Lei Jun’s pursuit...
In fact, Fang Nian has made some judgment and analysis on mobile social networking in his mind.
In addition to knowing the general direction of the future, it is more because we are currently at a high level.
Specific to Qingchao, WeChat, and Xiaomi.
This has to start with Mapelly.
Following Lei Jun's advice, Mapperly traveled thousands of miles to Shanghai to consult for advice. After the transformation, the Goose Factory at the helm was obviously different from before.
If the Goose Factory had a sharp edge before, now it is gradually shrinking.
for example……
Goose Factory Investment, which was established as early as 2008, changed its head at the end of last year.
For another example, Goose Factory quickly launched WeChat through internal competition, which will obviously affect the core of QQ.
WeChat has been online for so long, but Maperli has not decided to let QQ divert traffic.
In addition, Fang Nian believed that with Zhang Xiaolong’s WeChat, it would eventually become stronger, and it would just go from being a dominant player to perhaps being equally divided.
Assuming that it is light chatting and WeChat each accounts for the majority of the market, there is a high probability that the two softwares will each be able to support a market value of hundreds of billions of dollars in the end.
Of course, it will be very reluctant.
After all, US$200 billion is HK$1.5 trillion.
This has to be listed and left to the capital market for amplification.
There is no special reason. The market within a certain range and time has its limits.
Either it breaks the range or it takes longer to accumulate.
After all, Goose Factory already has nearly one billion QQ users, and coupled with the added value brought by the gaming industry, its current market value is only more than 360 billion Hong Kong dollars.
Although this is due to the impact of the strong rise of Dangkang Games and the poor performance of the stock market...
In fact, from Fang Nian’s perspective, he supports Qingchao being independent from Xiaomi.
Because whether Xiaomi itself has Qingchao, it may not have much impact on the final scale in a period of time, such as ten years.
Mingming Fangnian thought that just chatting could barely reach a scale of 100 billion U.S. dollars. Add in the 100 billion U.S. dollars of Xiaomi mobile phones, and it should be 200 billion U.S. dollars.
This seems very contradictory.
But it's not surprising.
Fang Nian looks at it from the perspective of business ecological integration and market size boundaries.
Judging from the current development form, it is difficult for Qingchao to have much direct help to Xiaomi’s large ecological chain with mobile phones as its core.
Especially in Lei Jun’s view, Xiaomi mobile phones and Qingchao are all Internet products.
This is very particular about openness.
To put it simply, Fang Nian believes that it is difficult to achieve the effect of 1+1=2 in the integration of Xiaomi and Qingchao.
…………
"Sorry, I accidentally forgot the time. Let's chat while eating."
When a waiter knocked on the door to remind him whether the food could be served, Lei Jun came to his senses and quickly apologized.
Fang Nian smiled and nodded.
It's already lunch time. Although the matter has not been settled, it does not affect the meal first.
At the dinner table, Lei Jun did not immediately continue the conversation.
To be continued...