"This is possible. Masayoshi Son must be cautious with such a large investment." Lin Youde nodded and said.

Although countless reports say that Masayoshi Son's investment is casual, it would be too stupid if he really believed it. Lightning Speed ​​invested in Yahoo for $100 million, and invested $30 million in Alibaba in a few minutes of meeting with Ma Yun. However, behind the investment, Yang Zhiyuan and Ma Yun's generations may have been investigated clearly.

Moreover, these are all early investments, the demand amount is not too high, and the company's growth space is very large. Now ofo is almost at its limit, the return on investment is no longer very high, but the amount involved is very large. Masayoshi Son will definitely conduct a lot of preliminary investigations. Setting certain conditions for ofo is the best test method.

Zhu Wenbin said: "But judging from ofo's recent financing records and actions, they shouldn't be able to get so much money."

Although the operation model of takeaway and shared bicycles is very different, both involve recruiting personnel nationwide, and the acquisition price of shared bicycles is also quite transparent. Zhu Wenbin roughly estimates that it is just a matter of 7788.

Zhong Guangwei said: "This is not necessarily the case. Now Alibaba enjoys of ofo's payment exclusively, so it is normal to support it."

Lin Youde said: "Ma Yun is not so kind-hearted. Ofo probably has a lot of money. Moreover, this is hundreds of millions of dollars. Without substantial benefits, Alibaba should not be so happy."

Zhou Yujie smiled and said, "Have you ever thought about another possibility? Ofo still has a lot of money in his hands."

"Default?" Zhong Guangwei quickly reacted and said incredible: "Dawei dares to touch the user's deposit?"

Zhou Yujie smiled and said, "What can I calculate when I move the deposit? LeTV is playing bigger. Is it okay to be different now?"

"This is just a guess, and we have no evidence," said Zhong Guangwei.

Lin Youde said lightly: "Actually, we don't need evidence..."

Zhou Yujie shrugged and said, "Yes!"

Zhong Guangwei also understood and said, "As long as we say they move, it means they really move."

"It's almost the same, but I guess they really used the deposit." Zhou Yujie said with a smile.

Although ofo is different from the ones in his previous life, the market environment is similar. When shared bicycles reach their limits, they fall into a situation where no one can do anything to each other. Unless one party obtains very large funds, there are not many people in the world who can provide so much funds, and Masayoshi Son is one of them.

In order to get the funds of Masayoshi Son and to win this final victory, David will definitely fight with the arrogant habits he cultivated in a high-ranking family since childhood, and this is actually the biggest risk, and a risk that is most likely to be designed.

Zhong Guangwei said: "The amount of the deposit is also limited, and they are unlikely to really dare to spend all the money. According to their burning speed, two months will probably end. So how should we deal with it?"

Zhou Yujie said: "According to the previous plan, we will continue to provide subsidies in the online car-hailing market. If we stop, David will probably not be so crazy.

As for the bicycle business, we will mainly expand, form teams in various cities and then purchase bicycles, but we have to slowly change our thinking. Shared bicycles will not last long."

"Chen Zhou is always worried that the money-burning model will never have any head?" Lin Youde asked.

With the scale of headlines, it is not difficult to defeat ofo when it makes mistakes, but behind ofo is Alibaba. If ofo has problems, Alibaba is very likely to take over directly, and the same is true for Mobike.

Once Ali Tengxun enters in person, even if it is regarded as a non-core business, the three parties will fall into a long deadlock and no one can do anything to anyone.

"This is just one of the reasons." Zhou Yujie shook his head and said: "There are big problems in theory in terms of bicycle sharing. Even if a company forms a monopoly, it is difficult to form a stable profit model.

This fatal problem is actually random placement. Although random placement provides great convenience for users, it brings huge troubles to urban management. Some people put it randomly and even cause traffic accidents. These problems have actually occurred, but because the legal feedback will be slow, and shared bicycles have indeed solved some traffic congestion problems, it has not yet completely exploded.

This wave of ofo is desperately subsidized, and Mobike will probably keep up with it. A large number of sinking users are attracted to use shared bicycles. This issue will soon be taken seriously. By that time, shared bicycles will face the most difficult moments."

Lin Youde said: "Or, can we also ignite this problem in advance?"

If you control the two promotional tools of Toutiao and Douyin, if you push negative news about shared bicycles to users on a large scale, it will soon attract national attention. This is also a powerful benefit of controlling traffic.

"Then why do we still have to invest hundreds of millions of dollars into the shared bicycle field?" Zhu Wenbin asked in confusion.

Zhou Yujie smiled and said, "We don't make shared bicycles, but we still have to solve the last-mile travel plan. Bicycles are still necessary, but the model must be changed. Traditional bicycle piles are the best solution. Only in this way can the government completely have no objection."

Shared bicycles are indeed convenient, but this is just an advantage in the business field. It is indeed an infinite disadvantage at the political level. If it messes up the management of the city, it will definitely lose in the end.

"Every major cities have public bicycles under the responsibility of the government. How do we compete with the government?" Zhong Guangwei asked.

Zhou Yujie shook his head and said, "It's not competition, but cooperation. Although the government also has public bicycle projects, we all know that the results are not good. In some places, there is no one to use them. What we have to do is negotiate with the government of a local area to contract public bicycle projects in the entire city. And there is another advantage that once it is taken down, others will never be able to enter."

Lin Youde said: "Similar to the route to Yong'an?"

"Absolutely." Zhou Yujie nodded and said.

After the shared bicycle war in his previous life, it seemed that Alibaba's Harrow Bike won the final victory, but as time went by, Harrow Bike slowly withdrew from the market. On the contrary, another Yonganxing began to expand in the entire market at a stable speed and gradually became the final winner.

Lin Youde said: "There is a government background behind Yong'anxing, so cooperation with the government is so smooth. We also want to operate this way, and it may not be easy."

"For background matters, just introduce state-owned capital. Another thing is that we can set up separate branches in each city and give the profits to the local government. This benefit is much better than Yong'an Avenue. Our purpose is not for this market, but for the payment ecological chain." Zhou Yujie said indifferently.

Yonganxing, the largest player in later generations, had a market value of only 4 billion yuan. Toutiao didn't like it at all, but the potential tens of millions of users were much more valuable. However, Yonganxing did not have the ability to redevelop these users, so it could only be cheaper to WeChat and Alipay.

Lin Youde said: "That's fine, but in this way, our expansion speed will be much slower?"

Cooperation with government departments one by one is definitely not as good as the barbaric and random delivery model of shared bicycles. This is also the reason why Yonganxing has been established for nearly 10 years but is easily surpassed by shared bicycles.

Zhou Yujie said: "We will do the same with the sharing bicycles. The legal control of shared bicycles is also step by step. We will proceed at the same time in both directions, so it will be convenient to transfer at that time.

But there is another point, I need our team to develop a convenient electric bike for riding right away.”
Chapter completed!