The controversy about Yike is still brewing, and people in many fields around the world are paying close attention and predicting the follow-up situation. After all, this seems to be not just a matter of one or two companies.
However, the party involved, Fang Zhuo, did not talk about Yike's issues on Douyin. Instead, he seemed to respond to some ordinary users' inquiries out of interest.
For example, "Yike can completely put aside its status and enter the mid- to low-end mobile phone market."
Fang Zhuo's reply to this is: I talked about this issue at an Internet conference two months ago. In fact, there is no need to insist on Yike covering all markets. There are manufacturers for entry-level products, some manufacturers for mid-range products, and some manufacturers for high-end products. , Yike has done some work on the development of the domestic industrial chain in the past few years, and the results have actually been very good.
For example, "I heard that Yike is establishing an "electric car" project. Will it really build a car in the future? When can we see it?"
Fang Zhuo's reply was: Colleagues are quite enthusiastic about this project. Whether it can be implemented in the end depends on the effect. There is no clear product schedule yet, but I hope to make a satisfactory product. I will take a picture someday. Let us show you our car.
However, this reply quickly prompted Fang Zhuo's new video.
Because, the information disclosed by the head of Yike in his reply was surprising. Yike already has a real car? Product research and development is advancing very fast!
Affected by this, the stock prices of many automotive concept companies in Big A have risen sharply!
Fang Zhuo also quickly took a picture of the car after seeing this situation. It was a... 1:10 remote control car model. Indeed, there was R&D participation from the Kunpeng project team. It was done by everyone. After it was made, it adhered to the principles of The principle of waste is put into the smart home toy range.
The head of Yike just wanted to make a joke, but the stock price of the listed company has already followed it.
This left Fang Zhuo speechless and he could only be more cautious in his words and actions.
In addition to interacting with the audience, he also took pictures of the robots in the office. Compared with last year, the progress of the robots in the field of vision surprised everyone who saw Yike's R&D investment in this area for the first time.
Regarding robots, someone asked a question in the comment area: Why do we have to make robots in human form?
Fang Zhuo's response was to proudly take a picture of the robot spider. Who said it had to be in human form?
As a result, many viewers saw the slightly scary spider crawling around and said that it would be better to use human form...
The head of Yike does some input and output interactions on Douyin during his work breaks. He does not seem to be under any pressure under the approaching crisis, but everyone else is not idle.
If Fang Zhuo didn't report the good news to Ma Ren with the results of Double Eleven, there would still be others who would unambiguously demonstrate the success of the Yike Department, and the final figure of 100.57 billion for the entire day made everyone at A-level attach great importance to it.
Unlike previous years, Tesco's disclosure this year was relatively vague. It only mentioned the GMV of Tesco and Douyin on Double Eleven in a single day, but did not mention the proportion of different properties.
Moreover, because Tesco has cooperated with third-party merchants in transit warehouses, these attributes are more difficult to distinguish without disclosure.
However, it is still necessary to conduct a reasonable assessment based on various aspects of information to determine the threat level of competitors. Fortunately, some data are actually equivalent to the public, and the sales of merchants under the screen recording can even be analyzed frame by frame...
This analysis... It is very appropriate for the leader to comment that Fang is always a "super promoter".
Especially when Mr. Fang connected to other live broadcast rooms, popular products were sold out almost instantly after price adjustments, and non-popular products were also sold out in a short period of time.
Evaluating and combining Tesco's growth curve in the past few years in this way, the third-party GMV that attracts more attention this year may be between 13 billion and 20 billion.
"This is unconventional and unsustainable promotion." Ah CEO Zhang Yong suddenly felt funny during the discussion, "I even hope that Tesco's self-operated growth will be higher this year."
A total of 100.57 billion, more self-operated and less third-party.
"The problem is, regardless of Tmall or Douyin, facts have proven that e-commerce of live video is feasible, no, it cannot be said that it is feasible.
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, is extremely promising." Peng Lei looked serious, "But we have fallen behind in terms of the layout of this prospect."
The atmosphere in the office was unspeakable for a while. Live streaming e-commerce has just started... but it has lagged behind since the beginning.
Many people remembered the arguments made by the boss and Mr. Fang at the Internet industry conference: If traffic was really that useful, Pony would not lose.
Traffic is not a panacea.
However, Mr. Fang is not Pony. The combination of Douyin’s live streaming e-commerce and Tesco’s excellent warehousing and logistics has resulted in the current explosive situation of third parties, which has returned to the flow theory that Mr. Fang said at the time.
It is absolutely impossible to have no traffic.
In the field of e-commerce, Tesco's leadership lies in the third party and in building a shopping platform for buyers and sellers. Now...a new and threatening platform has emerged.
Yike Department's Double Eleven results made the atmosphere of the high-level meeting very solemn. However, they were not the only ones in the market to realize the new situation of e-commerce. Others in the market also quickly realized the business opportunities contained therein after seeing Yike Department's data.
Only on the day after Double Eleven, Li Guoqing couldn't wait to release a video analyzing this e-commerce competition.
"Hey, Tesco's GMV for this year's Double Eleven has come out, 100.57 billion! Let me tell you about it!"
"I'm so annoyed when I meet you this time!"
"Everyone knows that Tmall launched live streaming e-commerce a few days ago and claimed that it was a new era of live streaming e-commerce. However, judging from yesterday, the right to define the new era is definitely not on our side."
"Simply put, Douyin is the video version of Taobao platform that Yike Department wants to build."
"This Double Eleven Douyin shows the vitality of live streaming e-commerce beyond our imagination. Moreover, it quickly demonstrates the threat that can almost immediately impact Taobao and Tmall."
"How could it explode like this? Because Tesco's warehousing and logistics system provides protection for Douyin's live streaming e-commerce."
"Traffic is the charge, and warehousing is the logistics. Let's look at this first, and then look at the Double Eleven expansion from Yiguo to Yixin, Douyin, Mi Tuan and many third-party Taobao merchants. It will be very clear. "
"President Fang previously thought that Ah's weakness is traffic. Yesterday he proved to everyone the traffic of the Yike system. Then something will happen that Ah is least willing to see."
"There will be more third-party merchants moving from Taobao's platform to Douyin in order to get more traffic!"
"The strategy of Tesco in trying to build a third-party platform in the past few years has failed, but Tesco can provide Douyin with a foundation for rapid growth. This is a scary thing."…
"In the past, Penguin had a similar traffic status to Yike. Penguin also tried to do e-commerce and fully imitated Taobao's Paipai.com, but it failed."
"Because when Penguin launched its e-commerce business, it focused on Ah's strongest point, and immediately encountered Ah's toughest counterattack. It had no experience in e-commerce, so it was bound to fail."
"The Yike department is smart. It has e-commerce experience and traffic entrances, and then combines different e-commerce contents, such as rice balls, to create such a matrix. It is almost like putting a knife close to Ah's throat."
The more Li Guoqing talked, the more excited he became. He was both excited to witness the competition between giants and eager to see new entrepreneurial opportunities. He continued to analyze: "Also, this year's Double Eleven, which has been prepared for a long time, something very special happened. Mr. Fang, who was already suffering, became the center of attention, and then he temporarily lowered the price of the Douyin store."
"What is this?"
"This is actually a price war that is obviously cruel but doesn't cause that much!"
"With price wars and traffic wars, how much room will there be left for adjustments in the future?"
"One more word about the competition faced by the Yike Department in the country this year. The crazy all-round competition launched by Ah will inevitably slow down due to the impact on the core e-commerce business. Although Duji and Penguin have joined forces, their What's the action? It's to protect myself, but it's because I'm afraid of being beaten to death by Yi Ke."
“The company Yike has indeed encountered a crisis, but let’s talk about the domestic Yike camp.
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It has the absolute strength to face competition from any opponent.”
"Looking at it from the other side, the Yike camp can also provide blood transfusions to the Yike company that is in crisis."
"I, Mr. Li Ai, tell the truth. I can't see Ah How winning."
Li Guoqing also announced his intentions at the end of the video: "Live streaming e-commerce is definitely an emerging field with good prospects. When I, Old Li, figure out how to operate it, we will also try this new method. After all, Mr. Fang also invited me. "
Nowadays, videos with the labels "Yike", "Double Eleven" and "Live E-commerce" on Douyin are easily pushed, not to mention someone like Li Guoqing who has his own traffic base.
Someone asked Li Guoqing in the comment area: Mr. Qingzi, Mr. Fang invited you to do live streaming e-commerce?
Li Guoqing replied: Yes, Mr. Fang invited me last night. He said that the most important thing is to work together and participate. Everyone who watched the live broadcast can testify for me.
The comment section was stunned for a moment.
TikTok shows surprising vitality.
This vitality also made Schroeder, President of Yike America, deep in thought when he arrived in Shanghai.
At 9 o'clock in the evening on November 12, Schroeder first waited for Kong Guangtou from MIGA Fund, and then waited for new news from Silicon Valley. It was said that BIS was putting pressure on many companies, including Google, an important partner of Yike. .
"What's up, Schroeder?" Kong Yu is familiar with Schroeder. He has been in the United States before, so it is inevitable that he will serve as a bridge between Yike and some customers.
Schroeder pushed the document in front of him, which was a summary of data on Douyin and Double Eleven. The former is the development of social media platforms, and the latter is the expansion of the e-commerce field.
The two have one thing in common, their growth rates are astonishingly fast...
"Well..." Schroeder hesitated for a while, then sighed again, "Oh."
After a while, he said: "It's not appropriate for me to leave Yike at this time."
"The U.S. market has left Yike, so I'm still afraid of you as the CEO." Kong Yu said directly, "Mr. Fang has appointed you to start new projects in the U.S., and there will be no shortage of funds or resources. Schroeder, I don't I understand, you still have some hesitations."
This is a matter of Douyin going overseas.
However, considering the current conflict between Yike and Washington, both investment and resources are under the compliance framework of Meilijian.
According to Kong Yu's understanding, this was a rather conventional investment and entrepreneurship based on financial considerations, but when he communicated with Mr. Fang, Mr. Fang said that this was an impact and change on global public opinion and information dissemination.
No matter what, it is all about building the right team, and Schroeder, President of Yike America, becomes the most appropriate leader.
Yike has withdrawn from the US market this time, and we don’t know when it will return next time. Under such circumstances, it would be too wasteful for Schroeder to sit idle.
"I just want to wait for the day when Yike returns to the U.S. market." Schroeder said helplessly, "I still hope to appear under the media lens as the president and director of Yike America."
He is a member of Yike's board of directors and holds a high position of authority. Even if the US market disappears, he can still adjust to the European market. This can be regarded as a public-private consideration.
Ding dong, the doorbell rang.
Kong Yu quickly opened the door, said hello to Mr. Fang, and reported the latest news.
"AMD has obtained a new license from BIS and can still sell products to Yike."
Fang Zhuo nodded slightly. AMD was innocent. It had already obtained the license with Bingxin before, and now it has obtained the cooperation pass with Yike. Next is the time to show its technological empowerment.
He chatted with Gasoline Kong for a while before smiling and saying to Schroeder: "The short video platform is expected to be comparable to YouTube and Face in the future. Schroeder, what are you still thinking about?"
Both YouTube and Face are worth at least hundreds of billions of dollars.
Schroeder hesitated: "Will Google and Facebook notice the development of short videos?"
Starting a business is not easy, and social media platforms will face the attention of giants. It is easy to leave Yike, but come back when the time comes.
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I don't know what the situation is.
"Chinese characteristics may not be universally applicable. This will be the judgment of some of them. Others need to consider adding short video functions to successful software such as YouTube, Face, and Instagram instead of building a new one from scratch. Software that affects their own interests." Fang Zhuo said patiently, "This is a rare opportunity, Schroeder, you should trust my judgment."
Schroeder was a little struggling. Mr. Fang’s judgment was quite forward-looking, but there was also...the US market was not even over.
Fang Zhuo said with a smile: "I really don't want to, and I don't want to force this matter. You can think about it again. This is a choice that faces challenges but will yield more rewards."
Schroeder's eyes fell back on the documents in front of him. Having said that, Douyin's performance in the Chinese market is indeed amazing.
"Okay, I will think about it carefully." He still wanted to weigh it again.
Fang Zhuo said "Yeah" and turned to look at the gasoline man.
"Everything is fine in Paris." Kong Yu said.
He is already familiar with roles like shadow shareholders. Although he feels that Macron is too young and does not seem to have much experience, it is not difficult to give money legally, and it is not uncommon in France. Like There are also accusations that former French leader Sarkozy's campaign funds seriously exceeded the standard.
In this case, being young and not having much experience became the advantages of contacting Macron.
Kong Yu suddenly had a new understanding when he thought about it. The end of investing is investing, investing... investing in people?
"New friends and old friends." Fang Zhuo shook his head with emotion, "You can contact us again to see when the time is right and how to sell the team to our old friends."
He has publicly touted the Rockets before.
Kong Yu glanced at the boss and thought of the gimmick of NBA team trading, and instantly and instinctively thought of the hype, whitewashing and harvesting that could be done with Olympic coins.
This is what the boss means, this is what he means. 39314240..
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This chapter has been completed!