The conversation between the speaker and the speaker involves the company's strategy, industry views, and executive decisions. It is not easy to express one's position at the dinner table.
Especially for Ma Ren, what Mr. Fang means is that money must be coupled with a certain degree of will.
If it were another investor, such as Masayoshi Son of SoftBank, Ma Chen would find it easier to talk to, but with Mr. Fang in front of him, his previous concerns reappeared in his mind.
The last time I heard that Mr. Fang’s investment in Dangdang was frustrated, I made a curious phone call. At that time, Mr. Fang joked on the phone that “investing in Alibaba requires a board seat,” which didn’t sound like the requirements of a voting machine.
Although Alibaba is doing well in B2B and Taobao is doing better and better in C2C, the development of e-commerce in China is still groping forward. If there is a disagreement, should we listen to you, Ma Min, or Fang Zhuo?
If we make a concrete statement in this regard today, we can beat the snake and follow the stick another day.
Ma Chen is confident in the development of Alibaba and Taobao, and believes that they will definitely defeat eBay and Amazon.
However, the time and form of defeat are still unknown. In this process, Ali will inevitably raise funds, and its existing shareholdings will inevitably be weakened. The introduction of an ambitious director who is not just an investor, this...
This needs to be a question mark.
A considerable part of the motivation for Ma Chen's trip was the suggestions made after internal discussions within the company.
Now the correctness of this suggestion was shaken again in Mr. Fang's eyes and words.
"Mr. Fang, please don't scare me." Ma Min's thoughts moved very quickly, and he did not remain silent for long, "Others don't understand, even Sun Yutong and others can't understand, but I am the first to understand. I have long admired your vision for the Internet.
, I have long wanted to talk to you about e-commerce."
He changed the topic slightly and continued: "Yike and Alibaba definitely have room for win-win cooperation. I believe that the discussion in Yike about whether to engage in B2C and how to develop the medical field was only after seeing the sincerity of our trip.
There will be consensus.”
There may be people within Taobao who don’t understand, such as CEO Sun Yutong.
Whether Yike is willing to work together for a win-win situation will wait until you have finished discussing it internally.
There are situations on both sides, so it definitely can't be finalized now.
Fang Zhuo listened to the interesting tone of Ma Chen's words. He tasted the product for a while and did not follow the rules. He just smiled and said: "The investment in B2C is too big. It is indeed not as good as Taobao in doing C2C to drive development together. Yike is hesitant internally."
Very.”
"To be honest, although we are currently competing with eBay, if you look at Amazon in the B2C model and eBay in the C2C model, the gap in market value between them is still quite large." Sun Yutong said, "eBay can be worth three Amazons.
"
"Amazon gives me the feeling that it has put Wal-Mart online." Peng Leifu sang along.
Su Wei Xiao said: "It is not easy to make elephants dance online."
Cai Chongxin explained with a smile: "So, we have to follow the trend, start with the easy things and then the hard ones, so as to make the cake bigger."
Du Yuhu on Yike's side shook his head and said: "It's not necessarily true whether you invest first or invest later."
In the blink of an eye, Ali and Yike's people spoke one after another, as if they were vividly demonstrating the meaning of Ma Min's words just now.
If it is not just a matter of capital investment, but if there is a deeper cooperation, how should the differences between the two parties be resolved? Will they be reconciled?
Fang Zhuo listened to what these people said to each other, and laughed and said: "Drink, drink, no matter what, I believe that domestic e-commerce is a huge market waiting to be explored. If nothing else, everyone here will
He is a successful person."
"First of all, let's drink to our future success." He raised his glass and then looked at Ma Ren, "I also want to drink to Taobao for defeating eBay."
Ma Chen smiled brightly: "Come on, when we take down eBay and hold a celebration banquet, we will definitely buy wine from Mr. Fang."
We drank together with laughter, and the discussion at the reception banquet stopped talking about practical cooperation. The content turned to discussions on the measures taken by international giants in China, including the authority of Amazon's Chinese department, and eBay's indulging in the strategy of promoting high and attacking high.
This aspect is also something that can arouse everyone's discussion and public opinion.
After this meal, the negotiations in the afternoon seemed more or less streamlined. The important senior executives of both parties were still talking about Yike's investment in Alibaba, but some of the fragile sincerity had disappeared.
Another dinner party ended in the evening. Ali ended his trip in a somewhat hasty manner, while Fang Zhuo and Su Wei took a car back home.
After the driver parked the car, the two walked and chatted in the community.
"Ali has come to visit, do you want to vote for him?" Su Wei asked quite frankly in private.
"Actually, there is a very key reason. There is no money to invest. This is one million or two million, or ten million and twenty million. It is a decision to invest US$120 million." Fang Zhuo also answered very straightforwardly, "
Lao Ma didn’t welcome me that much, so why bother asking for trouble? I’m just squeezing out money, but I won’t be happy when the time comes.”
"Is he worried about you taking the spotlight?" Su Wei asked again.
Fang Zhuo pondered: "Maybe it's a little bit. The current investment environment is not good. It's difficult to establish trust between investors and companies. This kind of two-way travel is not that easy, and the scale of funds involved is so large."
Su Wei joked: "How come you are so incompetent? People are worried about you, but Ali came to the door himself, saying he was worried about you. Why is it that wherever you go, the environment is not good? What is the reason for this?"
Fang Zhuo shook his head and sighed: "Yes, it's really an unsolved mystery."
"Since we can't invest, we still have to be competitors. Foreign B2C is not as good as C2C. Can we do this well in China?" Su Wei asked again about the discussion at the dinner.
"A temporary bad thing may not be a long-term bad thing. B2C is a late-stage effort." Fang Zhuo couldn't help laughing, "I still have confidence in Amazon."
Su Wei was a little confused by his smile.
"As for domestic B2C and C2C, I am also confident that the market is all competitive. Whether we can do it well or not depends on ourselves. Before the Spring Festival, we will establish the procurement team transferred from Dazhong Electrical Appliances, and the framework can be basically established step by step.
We are on the right track." Fang Zhuo said.
Regarding these two models, in fact, Taobao will establish Taobao Mall in a few years, which is also the predecessor of Tmall B2C. Looking at the development of the two domestic models, Taobao itself is divided into C2C and B2C, and the growth momentum of Tmall is also
Getting stronger and stronger.
Taobao starts with C2C and then B2C, and Tesco may not be able to start with B2C and then C2C. Everyone is drawing on excellent development experience to supplement themselves.
What the future situation will be like depends on the current competition.
But it is obvious that with the entry of Tesco, the situation will be completely different.
