"The second thing is that I am planning to establish the private car division of Wanli Travel."
As soon as this sentence came out, the other three people present were very surprised.
Of course they know what "private car" means. For taxi-hailing software, it specifically refers to a model that cooperates with a third-party car rental company and uses the other party's vehicles and personnel to provide transportation services.
This is fundamentally different from the current operating model adopted by Wanli, Dudu and Kuaidu, which relies entirely on taxis to take orders.
Liu Jianni asked: "Are you sure? When I took a taxi, I chose the wrong way to take the taxi, so I was killed by Dudu."
Lin Yi certainly understood the reactions of the three of them, and there was a connection between them.
The Shake Taxi that Liu Jianni mentioned was one of the earliest taxi-hailing apps to appear in the Beijing market, but its initial target was not taxis, but private cars.
The reasons are somewhat complicated. First of all, when foreign taxi-hailing software appeared, they did not take the taxi route. Private cars were closer to the "international trend".
It's not completely consistent, because international counterparts are more radical and use private cars directly. This goes further than the "private car route", so don't worry about it for the time being.
Secondly, the boss of Shake Taxi was a successful businessman in other industries before he founded the taxi app. He has a car rental company under his own name, so it is very convenient to link it up.
But the road of taking a taxi will soon become inaccessible. Why?
Because the boss doesn't allow it.
Taxis are licensed and require qualifications. Allowing car rental companies or even private cars to operate them conflicts with existing regulations and is "disturbing the market order."
After taking a taxi and taking a special taxi route, he was quickly stopped and had to turn to a taxi. By this time, he had lost the initiative.
So when Cheng Wei relied on a start-up capital of RMB 800,000, he defeated Shake Taxi’s $3.5 million. In addition to what Dudu boasted about, this story also included such a “route battle.”
In the past, the subsidy war between the three companies was in full swing, but they did not dare to go too far because of this lesson learned from the past.
"This moment is the same as that moment."
Lin Yi said very optimistically, "The policy at that time did not allow it, but it does not mean that future policies will not allow it. Even if taxis connect to taxi-hailing apps, many cities have banned it."
"The subsidy war at the beginning of the year is an education not only for ourselves, but also for users and society. I believe that regulatory authorities have also been observing and adjusting their attitudes."
"Robin Li asked me before about where the taxi-hailing software industry should develop after reaching the upper limit of the scale of taxis."
"We can most clearly see from the backend data that our user growth rate on the passenger side is actually significantly faster than that on the driver side. Although Wanli Travel currently has millions of orders every day, the actual transaction rate is only one hundred.
Thirty-forty points."
"In other words, there are still 10 to 20 million dispatches, which means that the travel needs of 10 to 20 million people have not been met, and they have to cancel or use other means of transportation."
"Insufficient transportation capacity is the basic situation we face."
“Under such circumstances, restarting private car routes can greatly alleviate the bottleneck faced by taxi-hailing software and further expand the market size.”
"Do you know why when Wanli Travel was launched, it was not directly named So-and-so Taxi like Dudu and Kuaidu? Because I know that taxi will definitely not be our end."
"Jenny, this is the story you want."
Liu Jianni did not question the necessity of what Lin Yi said. She knew very well the crux of this industry. Although you can brag to investors when financing, the company's operations must be realistic.
"With all due respect to Lin Yi, this idea may be a bit wishful thinking. I think it should be cautiously adopted as the company's new strategy before in-depth communication with regulators and approval."
Lin Yi is not worried: "As for the qualifications for operation, in fact, the car rental company itself is also qualified, but it is different from taxis."
"Originally, they had the authority to provide car rental services with a person and a car, but in the past, the car was chartered based on the distance or time. It can be called a full rental."
"Now we are breaking up their car rental services into one period of time and one distance range, which can be called retail."
"We used taxi-hailing software to transform the taxi industry, reducing the empty taxi rate and optimizing the allocation of transportation resources."
"It's the same now with the resources of car rental companies, which reduces the vacancy rate of vehicles and personnel when they fail to rent them out."
"It not only does not delay their own work, but also promotes the efficiency improvement of the whole society. The regulatory authorities should be able to understand."
Not that anything good can be achieved, Liu Jianni had to remind him:
"I believe it, but the question is how do you make them believe it."
Policy risks are difficult to predict.
From the perspective of the matter itself, it is not surprising that Liu Jianni would question it. If Lin Yi had not been able to "predict the unknown", he would not have been able to make this guarantee.
"Jenny, I understand your concerns, so I have some other ideas."
"If the policy restrictions on private cars can be relaxed, it will definitely not be only for Wanli Travel. In other words, both Dudu and Kuaidu can benefit from this decision, so there is no reason to let them sit back and enjoy the benefits while we go alone.
effort."
"In fact, as far as I know, they have never given up communicating with regulatory authorities. This can be said to be the common vision of the entire industry."
"Then, at least we might as well join forces again on this matter. With this permission, we all have new stories to tell."
This time Liu Jianni had no objection, and Lin Yi said "join us again". The previous time was obviously referring to the consensus reached on the cessation of the subsidy war.
From the perspective of the matter itself, there is indeed a chance for the three companies to join forces.
And she can imagine that Dudu and Kuaidu will probably be more active in promoting this change than Wanli Travel, because the original pattern of the taxi field has been basically established and it is relatively difficult to change.
Now if the "special car route" is released, it is equivalent to opening a new track. It will give the two companies that are currently at a disadvantage an opportunity to overtake, so they have no reason to refuse.
Liu Jianni was not going to stop Lin Yi from trying in this area. After all, as he said, the benefits of this matter to the development of the industry are obvious.
She was only slightly surprised by Lin Yi's attitude, so she asked one more question:
"Do you have any other information to prove that the higher-ups will relent this time?"
Of course, Lin Yi would not say that he had experienced it personally. He thought for a while and gave this answer: "Remember our next round of financing, what are you waiting for? Because the sky is about to change."