Chapter 781 (1/2)
Li Mu refused to be so direct and so thoughtless. Although it didn't come out of Lei Jun's expectation, he still lost his mind.
He has long realized that Li muhui came to negotiate with himself with money and gun in one hand, but he still hopes to win an opportunity to mediate.
Unfortunately, Li Mu was not prepared to give him such a thought at all.
The reason why Li Mu refused so simply was not because he pretended to be forced, nor because he had any obsession with excellence, but because he had to be careful about Amazon.
Amazon is the No. 1 e-commerce company in the world. The key reason why Amazon didn't develop in China in the last life is that in Li Mu's opinion, there are three points.
First, Amazon and excellence have taken the same detour. First of all, they start from the audio and video of books, but they ignore that the audio and video of authentic books are not just needed in China, but the fan economy. They will buy the audio and video of authentic books, either habitual users of authentic books, or real fans who are not interested in the price difference between freeflower and piracy. The audio and video industry of authentic books is more than ten years old Huaxia, with a population of 100 million, is a niche market. You still bind your image to this category. The image shackles are too serious. Under the influence of JD, how many domestic consumers will think of Amazon first when they buy home appliances? To some extent, the reason why Dangdang has been half dead is the same;
Second, Amazon does not understand the Chinese market. From online operation, website algorithm, offline logistics and distribution, it plays the American market, so it naturally refuses to accept the situation in China;
Third, the overall team level of Amazon Excellence is insufficient, and there are so many excellent Amazon leaders and administrators In, he didn't lead Amazon to keep up with the pace in the era of Internet and e-commerce blowout in China; in the end, this is the situation of last life.
In the last life, there was no such abnormal Taobao in China's e-commerce market in 2002; in the last life, even when Amazon acquired excellence, domestic e-commerce was just beginning to sprout, and everyone was feeling the stones to cross the river; now, the steelmaking furnace of domestic e-commerce has been ignited in advance by themselves, and overseas capital must be concerned about it, and it will be made soon Accordingly, the overseas giants will realize the strong potential of the domestic market and make the decision to enter China earlier than in the previous life.
What's more, Li Mu has taken out the relatively mature B2C and C2C models. Other enterprises don't need to cross the river by feeling the stones. They just need to stare at themselves and make full efforts to catch up.
Before Apple launched the iPhone, no mobile phone manufacturer would have thought of pushing forward multi touch and abolishing entity buttons. If it wasn't jobs, the phone that is now sought after might be the Nokia N200, but once jobs launched the iPhone, it immediately promoted a huge revolution in the world's mobile phone industry. From the beginning, only the iPhone had no entity keyboard In just a few years, we can hardly find a mobile phone equipped with a physical keyboard, even the BlackBerry is GG, which is not enough to explain the situation?
Li Mu does not dare to compete with jobs, but the revolution brought by his reborn bug to the domestic Internet industry is the same at the impact level, because he has put forward new playing methods and achieved unprecedented success, and the playing methods of the whole industry will change in the future.
If Amazon comes to China ahead of time, and if Amazon changes the routine of last life because of its emergence, what should it do then? Amazon now has a market value of at least $8 billion. If he changes his ways and comes to China to play the game seriously, he may not be his opponent.
Li Mu doesn't want to be the culprit of the Internet industry in China if Amazon is the largest B2C market in China ten years later.
So Li Mu now has an idea, while developing himself rapidly, he is preparing for Amazon to enter China in advance!
If Amazon comes to China for development, there are two companies that are suitable for their acquisition. They are excellent and Dangdang. If Amazon buys any of these two companies, it can have a certain foundation directly in China. It is equivalent to attacking Normandy first, and the subsequent landing will be much easier. The direct gathering of troops can launch the subsequent attack.
Therefore, at present, Li Mu has an idea that the acquisition of excellence Net is one of them, and the death is the second.
If the acquisition of excellence fails, both of them will be killed. When Amazon comes back to China, they will have to first hit a landing point, then gather forces, and then launch an attack. Then they can take advantage of the place where he is not located and snipe with all their strength. Even if they are worth ten billion dollars, they will have no choice in the Chinese market.
In this case, it must acquire excellence Net wholly. If it is only a small amount of holding, using money and resources to make it stand in line, once someone gives more money and resources than itself, it will immediately consider to stand in line again. If it is really ready to betray itself and stand in the opponent's camp, it has no way at all. After all, it is only a shareholder rather than a controlling party.
Hungry and meituan, two takeout o2o enterprises, have experienced ”brand change”. Tengxun only entered into the D round when hungry, with less shares. Ali started from meituan's B round to D round, with a low proportion of shares. Then things were very tragic. Ma Laoban was determined to control meituan, and Wang Xing, a stubborn young man, was angry with meituan and meituan After the public comments were merged, they were transferred to Tengxun and became Tengxun's son. Ali could only shed tears and instigate Tengxun's son to be hungry.Li Mu doesn't want to have an unstable factor like meituan in his camp, or a stubborn teenager like Wang Xing under his command. When the strategy is of great significance, he will make preparations with both hands, either wholly-owned acquisition or full-scale war.
So his attitude to the leader Lei is also very clear: no team can stand, you, or excellence, there is no qualification to stand in front of Taobao.
Lei master now adjusts his mood. Since the opportunity for mediation is gone, talk about takeover. He is not willing to fight Taobao with joyo.com. Behind Taobao, there are YY, Alipay, and immediately have their own logistics. Behind the top two are Dad: Kingsoft and Lenovo, but these two fathers can only provide money, but they can not provide any truly useful resources.
What's more, Li Mu's taobao.com has made such a huge impact on zhuoyue.com that these two dads have no interest in investing money now and just want to sell their children as soon as possible.
Therefore, in this case, just a little hesitation, Lord Lei asked Li Mu, ”Mr. Li, what kind of offer would you like to offer to excellence Net?”
Preeminence's future is not optimistic at present. It only sold $75 million in 2004. Even if Taobao didn't appear in 2002, its valuation of up to $30 million is remarkable. However, Taobao's impact on the sales of its audio-visual products is so severe that the overall valuation of the enterprise will be greatly reduced.