Chapter 651: Blocked on both ends
To some extent.
Li Guangsheng's words are not wrong.
If we start from the field of live broadcasting, Linmu Studio is indeed a separate examination room.
But in fact.
Linmu Studio just played a time difference.
According to the development trajectory of Lin Yao's previous life, after the rise of mobile Internet, there will be as many wars in the mobile Internet era as there were in the PC era. The wars in the mobile Internet era will only be more than those in the PC era, not less, and the scale of the war on the mobile side will be larger and bloodier.
This is the case with live broadcasting.
The same is true for food delivery and taxi-hailing.
In the end, Internet companies will want to add a new word in front of all industries and want to redefine all industries.
Then the cycle will repeat.
Among them, there are successes and failures.
There is no need to mention the failures.
The general trajectory of the successes is the same.
That is, one company becomes successful, and many follow suit, capital follows, and more companies follow suit, burning money on each other, and finally returning to calm, the big fish eat the small fish, and only one or two head players are left in the end, and they start to find ways to make profits.
When the head players of an emerging industry begin to merge or acquire other competitors, it basically means that the entire industry has calmed down.
The current live broadcasting field is in the stage of capital following up, more companies following suit, and burning money on each other.
Originally, according to Lin Yao's previous life,
the live broadcast war occurred later than the food delivery and taxi wars. After all, the latter two are related to the most important food and transportation in the basic necessities of life, while live broadcasting is just entertainment.
However,
the emergence of Lin Mu Studio has really changed a lot of things.
Lin Yao stepped on the accelerator in the live broadcasting field...
and now, she stepped on the accelerator for food delivery and taxis.
It is equivalent to bringing together the three wars that were originally staggered in the previous life...
The live broadcast war here has not yet been decided, and it is in full swing.
Suddenly, "Food Delivery at Meals" and "Safe Travel" broke out over there.
It's no wonder that Li Guangsheng would think so...
In fact,
Mou Feng was not the first person to react and notice the food delivery software and taxi software.
As these two software began to be promoted on a large scale,
all capital reacted.
After learning that Lin Mu Studio was involved again,
everyone was silent.
Then the first reaction was - fuck, miscalculated!
Instantly.
Many people who were originally focused on the live broadcasting field have shifted their attention to food delivery and taxi-hailing.
With this shift in attention, investors are even willing to let go of the fierce live broadcasting war, which also proves from the side that the current "food delivery" and "safe travel" have already reached a considerable scale.
Morningside Capital.
Shang Zhuang asked in disbelief: "Twenty cities are piloting, and there are more than 20,000 people registered as platform members in Pengcheng alone? The average daily order is more than 5,000!?"
"Yes, it's developing very fast."
The subordinate nodded, and then said: "I have investigated. In our company, including the companies on the upper and lower floors, there are many young people using these two softwares, and the evaluation is generally very good.
If this trend continues, I can guarantee that these two softwares will be able to create two companies with a market value of 100 billion! If they can become industry unicorns, it is even more unimaginable.
These two fields seem to require more strategic investment than live streaming!"
"No need to look at it."
Shang Zhuang shook his head, and then said helplessly: "From now on, it is more necessary to make strategic investments than live streaming. Live streaming is really good and looks promising, but it is not a necessity after all. If a new form of entertainment appears one day, especially a new form of video entertainment.
It will have a significant impact on live streaming, just like the impact of the rise of live streaming on long videos. Although the impact does not seem to be large, no one can predict the future."
"But food delivery is different from taxis. One is about eating, and the other is about traveling. They are links that everyone cannot avoid. If they can finally break out and become a unicorn, they will be invincible.
Unless technology advances to the point where people can live without eating, or can keep people from going out at all, but how is that possible?"
"... I finally understand why Linmu Studio is not interested in live streaming. They can also do live streaming, but Tianhu has failed. It turns out that they don't care about live streaming at all. They are more ambitious. They want to control the users' food, clothing, housing and transportation!
It's true... You never know what kind of surprises Linmu Studio will bring to others."
The subordinate fell silent after hearing this.
To be honest.
He really admires Linmu Studio.
Now that "Food Delivery" and "Safe Travel" have begun to take shape, it is not difficult to see the huge commercial value they contain.
If he still can't notice this, then he won't do this business. The difficulty is not to review it later, but to keenly notice this market when nothing has happened, and then find reliable entrepreneurs to implement the project.
Especially when the live broadcast war is in full swing.
How many people can give up the seemingly hot live broadcast and turn their attention to other fields?
But Linmu Studio can. Not only did it decisively give up live broadcast, but it also took advantage of the fierce live broadcast war to complete the initial user accumulation of the two apps "Fandian Takeaway" and "Safe Travel".
Game company.
This is a game company!
"That's right."
Shang Zhuang suddenly thought of something: "This is the project selected by Linmu Studio's incubator plan, right? Did we follow the investment at the beginning?"
"No, these two are key projects. They were not promoted at all at the beginning, and the investment department of Linmu Studio has a lot of say in these two projects. I understand that Linmu Studio is involved in the strategic decision-making and strategic design of these two projects, and is currently providing consulting services."
"They have high management authority after the investment, and the two entrepreneurial teams also trust Linmu Studio. The most important thing is that Linmu Studio gives too much."
"Super angel..."
Shang Zhuang sighed: "After all, it is still Linmu Studio at the helm. No wonder it can become famous so quickly."
He thought about it and said: "Let's do this. Let's calm down and stop the live broadcast for a while, and focus on taxis and takeout."
"Are there any newcomers?" asked the subordinate.
"No, focus on 'Food Takeout' and 'Safe Travel' to start financing... There is no benefit in being a competitor to Linmu Studio..."
Subordinates: "..."
...
When the snowball starts rolling.
The speed will get faster and faster.
"Food delivery at mealtime" and "Travel with peace of mind" began to appear in front of ordinary people on a large scale.
The growth rate has reached a new level.
As more and more users use it, the evaluation is getting better and better.
The live broadcast market was pre-cooled in an instant.
It was like a basin of cold water poured from beginning to end.
Investors instantly felt that live broadcasting was not so attractive.
After all, compared to live broadcasting
, which is dispensable for many people, taxis and food delivery are really necessities.
The rapid growth of "Food delivery at mealtime" and "Travel with peace of mind" also let everyone see how great the demand for these two markets is.
In addition,
whether it is food delivery or taxis, if you say there are any technical barriers, that's false.
In the final analysis,
these are two platforms. As long as there is money, anyone can make it. As for subsequent promotion, it is not a technical job. Maybe the means of each company are different, but the technical threshold is really not high.
Although Linmu Studio is famous, "Food delivery at mealtime" and "Travel with peace of mind" are now taking shape.
Relatively speaking, there are already great advantages.
But in the two huge markets of taxis and food delivery, everyone can see how much profit they can generate in the future.
In this case, there is definitely no shortage of challengers.
Success means a quick rise to the top, so who cares about Linmu Studio?
So at this point.
The time difference advantage that Linmu Studio created for the two softwares disappeared.
Because not long after "Fandian Takeout" and "Leave Home Safe" appeared in front of everyone, competitors also appeared.
And just like in the previous life, most people were eyeing takeout with a relatively lower threshold at the beginning.
And the first batch of challengers were not ambitious start-up teams.
Instead, they were existing Internet companies.
They came with great momentum and followed the trend quickly. After all, backed by mature companies, there is definitely no shortage of early funds.
And many Internet companies in the PC era have a significant feature, that is, they have rich experience in ground promotion.
The so-called ground promotion is the abbreviation of ground promotion personnel.
Because the promotion methods in the PC era were not rich.
Most products have excellent results in on-site promotion and dissemination in Internet cafes, universities and communities.
This most rustic and primitive marketing method has been gradually replaced.
But after all, it has not been completely replaced.
And letting ground promotion contact catering businesses is very effective.
In addition.
Although "Fandian Waimai" and "Leave Home Safe" have established the advantage of being the first mover through the time difference, this also means that they have already blazed a trail. Other companies that follow suit will greatly reduce the resources and energy invested in promotion.
After all, both merchants and users have already had a general understanding of food delivery software.
At this time, as long as a considerable subsidy is given,
neither merchants nor users mind entering an additional platform or downloading an additional software.
This can also be regarded as the pain of the pioneers.
Obviously, everything is first.
Obviously, it is the market that they first opened up.
But competitors easily caught up.
But there is no way, this is competition, for products without moats, this is a must.
Not long after.
On the market, a group of food delivery software imitating "Fandian Waimai" appeared, headed by "Fandian Waimai".
The same is true for taxi-hailing software, such as "JiDao".
Moreover.
The expansion speed of the imitating software is also ridiculously fast.
Because their pace of financing is too fast.
I don't know if they think Linmu Studio is too threatening.
There are not many investors who think like Shang Zhuang this time.
Most of the investors who are interested in these two markets, I don’t know if they have discussed it beforehand, have chosen the competitors of “Fandian Takeout” and “Safe Travel”, namely “Fanchila” and “Jidao”.
The project has money.
It is backed by mature enterprises.
Of course, the expansion speed is fast.
Soon, the situation changed.
The hottest market was the food delivery and taxi market.
Advertisements for food delivery and taxi apps were everywhere in major cities.
The two newly opened "examination halls" of Linmu Studio were crowded in an instant.
The most confused were the live broadcast websites. For
the first time, they experienced what it meant to fall out of favor... they
really fell from the clouds in an instant.
Although it is not to say that there are no investors willing to invest in live broadcast websites, there is still a lot of hot money pouring in.
After all, the live broadcast war has been going on for a while, and no one wants to waste their early money.
But it is an indisputable fact that the entire market has calmed down and tends to be cautious.
Investors do not allow live broadcast websites to spend money like crazy to recruit anchors and promote them some time ago.
At least not at this time.
Because compared with live broadcast, food delivery and taxi are more important.
In addition, Linmu Studio is not optimistic... This is the most important thing.
They have not made any mistakes, and now they have come up with two food delivery and taxi apps, which really affects the judgment of many investors.
Lin Yao herself did not expect it.
She suggested that take-out and taxi-hailing services be promoted and operated on a large scale in advance, which would also calm the live broadcast market...
The hot live broadcast market
is closely related to her and Linmu Studio. And the final market calmness is also closely related to her and Linmu Studio.
It can only be said that things are unpredictable.
...
Linmu Studio.
"It's really as lively as in the previous life."
Lin Yao sketched the characters on the drawing paper and sighed softly: "And they all spend money to subsidize users."
"Ah?"
Mu Wanqing didn't hear clearly and asked.
"Nothing... handsome?"
Lin Yao smiled brightly, then held up two pieces of drawing paper to show Mu Wanqing.
On the first piece of drawing paper, there was a strange-looking monster. It was surrounded by blue lightning, and only white bones were left on its body. Its face was hideous, and it was crouching low, with a strong aura.
On the other piece of drawing paper.
There was a woman sitting on a high-backed chair. She was wearing long boots and hunter clothes, with the brim of her hat covering her face, and holding an exquisite rapier in her arms, giving people a mysterious feeling.
"..."
Mu Wanqing glanced at it, then shook her head and replied honestly: "My definition of handsome is different from yours, but... it is indeed dark."
"This is very handsome, I want to see you wearing this."
Lin Yao raised the character design in her right hand, which was the famous Maria in "Bloodborne".
Mu Wanqing was silent for a moment: "...Is it only necessary to dress like this?"
Last time, the two made a bet on live broadcast.
Although there was a little accident.
But Lin Yao was undoubtedly the winner.
Because the taxi and food delivery markets have also started a war.
"What do you think?"
Lin Yao smiled and stopped teasing her. She put down the drawing paper and turned to business: "Now the battlefield has shifted to food delivery and taxis. 'Fandian Takeout' and 'Leave Home Safe' want to raise funds, right?"
"Yes." Mu Wanqing nodded: "As more and more competitors emerge, their financial pressure is getting greater and greater."
Lin Yao thought for a while: "I have no objection to this. Although we participate in strategic decision-making and strategic design, we are essentially just investors... However, there are a few words I need you to convey."
Mu Wanqing replied immediately: "You say."
"We will lead the investment, but burning money for subsidies is not a long-term solution. Although this can indeed quickly cultivate user habits and is the fastest way to force competitors to exit the market or absorb market share, this is not a long-term solution. By then, once the market position is determined, it is easy to offend both sides if subsidies are not given."
"Of course, I'm not saying that subsidies cannot be given. When everyone is subsidizing, I can only follow suit... But I hope they don't just burn money, but focus more on optimizing the user experience. Whether it is the use of the platform or offline delivery services, they must be ahead of other competitors."
"There is also a strategic choice. When the competition in first-tier cities is really fierce, you can try to seize the market in small and medium-sized cities and build a local sales team."
"That's it for now."
Lin Yao said, smiling at Mu Wanqing.
"Okay, I'll pass it on."
Mu Wanqing recalled a little, confirmed that there was nothing missing, and replied: "At that time, I will also let the investment department keep an eye on it according to the requirements you just mentioned... But everyone is competing in first-tier cities, is it useful to seize the market in small and medium-sized cities?"
"It's useful."
Lin Yao said confidently: "This kind of platform is not something high-end. Food, clothing, housing and transportation are not only faced by residents of big cities, but everyone has to face it."
"I understand..." Mu Wanqing nodded slowly.
“However… building this kind of platform is the most troublesome because there is no obvious moat.”
Lin Yao stretched and said, “And it is said that the competition in first-tier cities is fierce. We can seize the market in small and medium-sized cities, but if we really lose ground in first-tier cities, it is still easy to get into trouble. So in addition to the suggestions just now, you can talk to the two teams and we will build an invisible moat for them.”
Mu Wanqing was a little curious: “Invisible moat?”
Lin Yao smiled and said, “Well, Miss Mu, our WeChat wallet is going to be launched in the life service section. In addition, our mobile phone conference can also showcase some excellent software…”
…
The competition in the two markets of food delivery and taxi-hailing is becoming increasingly fierce.
Facing the fierce competitors, the "Fandian Takeaway" and "Safe Travel" that had been keeping their composure all the time finally couldn't stand it anymore and announced the start of financing.
There are many investment institutions interested in this.
After all, their current market share is still the first.
However,
most investment institutions are not very enthusiastic.
Because there are really too many competitors for the two softwares, according to the current situation, it is really uncertain whether these two softwares can hold on to the end.
Although they are endorsed by Linmu Studio,
they are not projects directly under Linmu Studio after all.
Therefore, the initial financing negotiations for "Fandian Takeaway" and "Safe Travel" were not smooth.
The investment institutions wanted more.
But this situation did not last long.
Because soon, Weixin, a subsidiary of Linmu Studio, announced a small update...
Weixin Wallet Life Section was officially launched!
The first batch of applications, "Fandian Takeaway" and "Safe Travel" were listed.
And this update, in simple terms, is that users can directly order takeout or take a taxi with Weixin! As soon as
this announcement came out , all the companies in the two fields of takeout and taxi were silent. There was only one thought. ...Fuck! ! ! At the same time. Tianhu. Li Guangsheng opened WeChat and read the announcement, then looked at Mou Feng and said helplessly: "Well, after I opened the examination room, they started cheating again." "Just block both ends." "Don't give them a chance." Mou Feng: "..." (End of this chapter)
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