206 Baidu's Revolution
Chen Zi'ang, who was traveling in Jinling City until late at night, took the plane back to Yanjing early the next morning.
After returning to Baidu headquarters, Chen Zi'ang reported the content of the negotiations to Li Yanhong and Baidu second-in-command Xiang Hailong.
Although Chen Zi'ang will report by email or phone during the negotiation process, the content written is always limited, and the oral report will be more detailed.
After listening to Chen Zi'ang's return, Xiang Hailong said: "Founding the current situation, Tengxun and Alibaba are planning to use the group buying market to expand significantly. Never expected that the social war triggered by Zhou Yujie had inexplicably turned into a payment war. The key is that this kid even ran away and didn't care about anything."
Chen Zi'ang nodded and said, "Zhou Yujie's attitude is obviously unwilling to participate in group buying anymore. Ning Zhihao of Alibaba also told me that Meituan is also in this attitude. Both of them now stop tacitly, but Tengxun Alibaba has entered the game."
Li Yanhong frowned and said, "Aren't Zhou Yujie worried that WeChat will rise completely by taking this opportunity? If WeChat has gained enough users and daily active users, he would have no chance."
Xiang Hailong thought for a while and said, "It's hard to say that our Baidu, Alibaba and Wowotuan, and the three companies joining forces, it won't be so easy for Tengxun to control the group buying field. Moreover, there are thousands of group buying websites on the market. These websites are not large in scale, but they are also quite powerful. The capital behind them will not be so easy to give up.
Moreover, group buying is a non-exclusive business. No matter how strong the subsidy of Tengxun is, as long as other group buying websites do not give up subsidies, they can still attract users. Ma Huateng will throw all Tengxun’s cash in. As long as it is stopped, other group buying websites will be able to rekindle.”
Li Yanhong said: "But don't forget that Teng Xun's real purpose is for WeChat. If WeChat successfully retains users, even if it succeeds, the payment will basically be no problem with Lashou.com's traffic diversion will be."
Chen Zi'ang said: "Yes, now we can only count on the cooperation between Alipay and Wowotuan. Although Alipay's daily active users are not as good as Teng Xun, their professional attributes are extremely strong and they can still attack Teng Xun. It depends on who both of them is willing to burn more money."
"Money is actually just a small matter." Xiang Hailong said slowly: "In this group buying money-burning battle, the loser will never be Teng Xun or Alibaba. They can all take this opportunity to expand, but we don't know which one will win the final victory now.
And even if both sides suffer, it will be a loss of funds. They may achieve certain results for the strategic purpose of payment, but no matter what, they are not as good as our Baidu.”
Chen Zi'ang also fell silent. Tengxun can use group buying to stabilize his social status while slowly optimizing his payments. Alibaba can expand its payment territory, but Baidu is just a bystander with a greater influence in this matter.
Baidu also has payment, but it has not been promoted, and it is even worse than Tengxun's Tenpay, because Tengxun has recharged Q coins, game recharge, Paipai.com and other internal businesses to assist in payment, while Baidu has nothing, shopping, and games, either. Baifu has appeared since 2005, but it has never become a climate.
In this wave of group buying website money-burning war, Baifulipai was not involved. No group buying website dared to use a payment software that had not been verified by the market. Moreover, users may not be willing to bind the bank card again if they have Alipay.
Li Yanhong said in a deep voice: "Last time for Quxin financing, Zhou Yujie asked us to acquire a software with a third-party payment license for him. It is obvious that he wanted to enter the payment field. I didn't pay much attention to this matter at that time. Now it seems that he has prepared for it."
Xiang Hailong said: "From the current development of Alipay, mobile payment is very likely to become the mainstream in the future. Toutiao controls many mobile Internet traffic entrances. In this regard, we Baidu has no advantage."
Li Yanhong nodded and said, "Our search is currently very low on mobile terminals. Businesses like Tieba have just been promoted, but small mobile phone screens are not suitable for Tieba or know that even our Baidu Cloud Music market share has dropped sharply, so I am planning to carry out a strategic reform and launch several applications specifically for the mobile Internet."
In the PC era, Baidu Music can be said to be the overlord of the music industry, but it was too late to enter the mobile Internet. At the same time, Kugou and QQ Music, Tiantianmudong, Xiami has been in the market for more than a year and has long monopolized the market.
But Baidu has not been able to replicate the expansion model of the PC era, because Baidu's traffic on the mobile terminal is not high.
"What kind of application?" Chen Zi'ang asked curiously.
Xiang Hailong said: "For search engines, we are planning to add news links below the Baidu homepage and adopt the same big data information distribution model as today's headlines.
At the same time, we will also launch a software called Baidu Mobile Assistant, which specifically provides application download links for mobile phone users.
In addition, Baidu Game Department will expand again and set up a special mobile game development department.”
"This is the business model of Toutiao Company!" Chen Zi'ang was shocked, but he still said it cautiously.
Xiang Hailong nodded by default and said, "Yes, the major software under Toutiao are currently very successful. News, Application Treasures, and Quxin are all high-quality traffic entrances. Needless to say, games are monetization channels.
Apart from Quxin, we can’t copy anything else. We don’t do it, but others do it. In terms of information, Baidu has a stronger advantage."
Chen Zi'ang didn't speak, but was thinking about this possibility in his mind.
Needless to say, anyone can do this thing, and the application market is the same. In addition to AppTreasure, there are also a large number of other platforms on the market. Even 360 has begun to deploy mobile phone guards.
Today's logic of Toutiao information distribution has been well known to the Internet. In short, it is to push content they like to users.
But it sounds simple, but judging from market feedback, NetEase, Sina and even Tengxun News have made the same products but cannot achieve the effect of today's headlines.
But Baidu is different. Baidu has monopolized searches for the past ten years, and there is a large amount of user search data in the server. If this data can be analyzed, it is very likely to be a distribution logic for information pushing.
Moreover, the engine does not lack user count on the mobile phone, but only active. If there is a large amount of accurate news below the search box, it can indeed increase the daily active users, which is also the strategic result required by Baidu.
Chen Zi'ang admitted: "These businesses are indeed very compatible with Baidu."
Xiang Hailong also smiled and said: "Yes, Toutiao is so successful, not just Quxin's credit, but Toutiao's ability to make the news and application market a base of tens of millions of users is enough to show that this is a huge market. If we can copy it, it will be of great help to Baidu's transformation to the mobile Internet."
Chen Zi'ang continued: "I heard that Toutiao's users have exceeded 20 million, and the monthly active users are as high as 30 million. Judging from this number, this product has been very successful.
If we also want to distribute information, we must be fast. Our advantage is that everyone has a demand for search engines, and there are a large number of basic users. However, if you want to attract users to our news, you have to work hard on big data recommendations.
During this period, I often use Toutiao. I have to say that I like to watch the things they push. Some types I don’t even know I will like, but Toutiao actually knows.”
"It's amazing." Li Yanhong smiled and said, "But after all, it's information processing. In terms of information, there are more servers in our Baidu. As long as we process the data, relying on the number of users we search, Toutiao is probably the next PC Lianzhong chess and card room."
Chen Zi'ang frowned. What Li Yanhong said seemed to make some sense. Theoretically, if Baidu's information distribution can be as accurate as Toutiao, then each user's need for search is likely to be left to Baidu to watch the news. In this way, the traffic of Toutiao is indeed snatched away.
But is it really that easy? Chen Zi'ang also had a little doubt in his heart, because Tengxun News doesn't seem to be doing very well at the moment?
...
Chapter completed!