Li Rui finally talked about downstream companies.

"Downstream companies play the role of data providers, specialty service operators or product distributors in the big data ecosystem. They generally obtain customers through open platforms and search engines, and have no ability or opportunity to survive and develop independently."

After finishing speaking, Li Rui paused and added: "These three types of companies are not irreplaceable. Upstream companies may fall to the midstream, midstream may become downstream, and downstream companies may not have the opportunity to counterattack and become midstream or even upstream. This

It is an era of change, with storms surging every minute. No one knows what the wave will be like in the next second. Any company that seizes the wave may stand on the forefront. Any company that does not move with the tide will not be able to move with the tide.

He might fall to pieces!"

"There are too many such examples around us. Those who are on the forefront of the trend, such as Twitter and Vblog, and those who have fallen off the trend, such as Yahoo."

"This is my superficial thinking about the future of the Internet."

After Li Rui finished speaking, Robin was greatly shocked.

The dilemma Qiandu is facing now is actually that it has not found the right alignment. The ambition of the upstream company, the strength of the midstream company, and the role of the downstream company are all in an extremely embarrassing situation.

Due to the slow layout and the lack of a mobile value chain, the search business that once made Qiandu a lot of money on the PC cannot be transferred to the mobile terminal. Growth is weak, there is a lack of entrances, and the space for monetization and growth is limited. Not only is it compared with Penguin Ali

It's a big step slower, not even as good as some second-tier Internet companies.

The more Robin thought about it, the more frightened he became, and he quickly said: "Li Rui, Qiandu started late in the field of mobile Internet. Do you think there is still a chance to catch up?"

Li Rui said meaningfully: "Qiandu has money and technology, are you afraid that you won't have a chance?"

Robin was delighted: "So you also think that the combination of Qiandu and VBo will work?"

Li Rui laughed and said: "Qiandu is willing to accept only investment but no controlling stake?"

"This..." Robin frowned.

Qiandu and Ali have very different investment styles.

When considering investment targets, Qiandu pays more attention to strategic systematicness and complementarity, and always wants to fully integrate acquisition targets into its own system.

This means that Qiandu is unwilling to take on projects that are out of its own control. In other words, it pursues safety and is unwilling to take risks.

Ali's investments are often very risky and forward-looking. They will often spend hundreds of millions on a project that has not yet been fully formed, and they will not pursue complete control. In short, they will enclose the land first, and then enclose it.

The success of subsequent harvests depends on luck.

The difference in investment style is probably related to the personality of the founder. Robin is inherently stable, while Jack is always passionate, radical and high-spirited.

We can't say who is wrong, but when the times change, not doing anything is wrong, and being slow is wrong.

This is why both Qiandu and Ahri made frequent mistakes during the great changes. Qiandu went from bad to worse, but Ahri became more courageous as he made more mistakes.

If Li Rui had asked Jack what he just said, Jack would have immediately said that it doesn't matter if he doesn't hold a controlling stake, and that he should cooperate first and talk about the rest later.

Robin's reaction was in line with his personality, and he immediately fell into entanglement and hesitation.

Many opportunities that should have belonged to Qiandu are often missed due to such entanglements, and there are only so many opportunities in this era. I would rather kill the wrong one than let it go!

Because a company like Qiandu can afford to kill by mistake, but cannot afford to miss it!

Seeing Robin's hesitation, Li Rui said: "Qiandu can't accept it, and Xinlang can't let him go. If that's the case, why force it?"

Robin said awkwardly: "This is a bit inconsistent with Qiandu's strategy, but it is not something that cannot be discussed."

Li Ruidao: "I feel that whether we can win VBo or not, it doesn't matter whether it is a complete acquisition or just a shareholding. Qiandu's current problem is that it has not gotten rid of the thinking limitations of the PC era, nor has it formed its own mobile strategy.

Guiding ideology.”

"Penguin has now launched an open platform, Ahri wants to make Taobei ubiquitous, and even Xingrui is building an ecological response. But apart from hearing that Qiandu has a middle page plan, I haven't heard anything about it.

Guiding ideology." Li Rui was not polite and directly pointed out the key problem of Qiandu, "This kind of play without a clear strategy and a hammer in one place and a stick in the other is the reason why Qiandu lags behind."

He Haiwen was dumbfounded when he heard this, and secretly glanced at Robin, fearing that his boss would be furious.

Robin has a good temper, but that doesn't mean he won't get angry!

Pan Chunxiao could no longer just play the role of an invisible person. He stopped his chopsticks and looked at Li Rui helplessly, thinking that I am still here, why can't you just say a few words for my sake?

Li Rui said: "Because Pan Siwu invited me here today, I will tell you a few more truths. If you don't like to hear it, I won't tell you."

Pan Chunxiao's face turned dark and he thought, why are you so honest?

Robin immediately said: "True advice is harsh to the ears but beneficial to action; good medicine is bitter to the mouth but beneficial to the disease! I understand your good intentions and what you said is very right. Qiandu does have a big problem. The main root cause of this problem is that I did not understand the mobile phone in advance.

To make a basic judgment on the trend of the Internet, we still remain in the thinking that search is king on the PC side, and there is a lack of response to changes."

As expected of a top student, he turned around so quickly and even wrote a "reflection" for himself!

Li Rui secretly admired in his heart, as expected, all the successful bosses are human beings. Jack is like this, Robin is like this, and Bonny, who he has never met before, must be like this too, right?

Robin said sincerely: "I have benefited a lot from hearing your words today. I would also like to ask a few more questions. What should Qiandu do to find the next growth point?"

Li Rui thought for a while and said: "Actually, your competitors have already set an example. If you really don't know what to do, just follow them and learn. Why can't Qiandu do Penguin's open platform? Since a single product cannot do it, then

Just be a platform and an ecosystem.”

"Qiandu's technical strength is the strongest among the three Internet giants. It has very strong technical reserves and can fully focus on cloud computing. With strong back-end cloud capabilities, it is also a very good path to promote the development of the front-end.

"

Robin's eyes lit up: "It makes sense!"

"Also, since Qiandu started from traffic, I think in the era of mobile terminals, we can also target more traffic entrances." Seeing that Robin had fallen into the trap, Li Rui began to fill in the ground, "V blog itself is also

Projects that require external flow of feedback may not be suitable for Qiandu.”

Robin pondered: "Traffic entrance, you mean...applications such as application markets and browsers?"

No wonder Robin said this. At this time in 2012, the application market represented by 91 Mobile Assistant and the mobile browser represented by CU Browser were the largest traffic entrances. Credit Suisse was still secretly wiping them out.

The fangs did not reveal their real prowess!
Chapter completed!