Smart people can fail in business, and everyone makes mistakes sometimes.
But you must not dwell on it when you are already certain to lose. It is meaningless. Instead, you must immediately stop the loss and wait for the next move.
You can't give up in life, but you can give up every single opportunity. If you should make twenty shots, you should make twenty shots.
Therefore, Boss Li didn't intend to dwell on the issue of "should he bypass Gu Kun and go it alone" for too long. He was just going to be shameless and ask for advice.
Gu Kun didn't want to investigate the other party's sincerity, but chose to immediately throw out a few chips to deter the other party from making a move:
"If you want to circumvent me and plagiarize my ideas and go it alone, I have several ways to make you lose all your money. So, it is wisest not to have such an idea.
Having said so much, I can help you draw out the reasons to be optimistic about Tengyun Technology. In turn, I can also find more unique reasons to be bearish on Tengyun Technology. And I guarantee that none of the bidders that HSBC can find at present can understand it.
, you have to wait until I point it out before you can understand it.
First of all, the advantage of Tengyun is that 'Internet communication cannot communicate across software, so the Matthew effect of the stronger getting stronger will be further intensified, and in the end only one will be the winner.' But I have N ways to make this unbearable
Consider.
First of all, Tengyun started out by relying on Huaxia Telecom's lack of attention. At first, the entrepreneurial team just wanted to write a "network pager" and sell it to Telecom, but Telecom didn't want it. It only cost 300,000 yuan to write one by itself.
But now, China Telecom has been split up, and China Mobile has just been established. Who knows if China Mobile will be more aggressive, because there is already dog-eat-dog competition in the telecommunications business, so it wants to develop its own network instant messaging?
Even if China Mobile does not enter the market now, Tengyun is not a state-owned enterprise after all. Will it face monopoly supervision when it becomes bigger in the future? China Mobile can create a monopoly threshold without a technology monopoly environment, that is because it is a central enterprise. As for private enterprises, even if
There is a monopoly environment in technology, and regulation may make it mandatory to be compatible..."
Gu Kun listed a few points eloquently and easily frightened Boss Li.
If a reborn person listens to these "bad news" mentioned by Gu Kun, he will be able to sum up the pattern after listening to a few sentences: These are not all the bad expectations that later generations of Teng Yun encountered in the development process.
Is it actually difficult?
For example, in 2007, China Mobile saw that QQ was too big and launched Fetion. The communication functions were similar to QQ, but it had the added benefit of "free of charge for sending text messages from a computer to a mobile phone".
It was just because of the internal constraints of China Mobile that the SMS sales department felt that Fetion not only did not bring in revenue in a short period of time, but also lowered the real-money SMS package fees every month. Therefore, it was self-inflicted and the Fetion version was given to Fetion as if it were an enemy.
Upgrading the user experience and optimizing it was a stumbling block. I wished Fetion would die, but in the end it died as I wished.
However, when Fetion first appeared, competitors and industry observers did not dare to underestimate it. Even many senior executives within Tengyun briefly felt that the future was bleak. Fortunately, they later saw through the nature of internal strife in central enterprises, and small groups had vested interests.
Only when interests are united and internal conflicts arise do I feel that "I have nothing to worry about."
In addition, although those "forced anti-monopoly by regulators" did not appear in history later, perhaps other observers from God's perspective would find it incredible, but at this point in time in 2000, for those who are involved in the situation,
From a human perspective, that is very possible, and it can also be an uncertain risk that significantly suppresses the long-term imagination of the project.
In other words, the key to QQ becoming bigger in the future is the country's moderate attitude and willingness to support. Otherwise, if the regulators insist on issuing a strict order, requiring "QQ users should be able to send messages to each other with Momo/Fetion/MiLiao", or even order the communication server
With third-party hosting, it is entirely possible for all Internet communication companies to just share and rent.
This is not because it is technically impossible to impose such an order, but because the country also has to worry about WHATSAPP or overseas counterparts that have to die or something else to become bigger, so neither China nor Oceania wants to fight against this monopoly, but it doesn’t mean that they can’t fight against it.
Gu Kun used every bit of risk that future generations could use to suppress Teng Yun to scare investors. Can't he still be scared?
If we take this kind of condition alone and allow people to slowly calm down and examine it, it is possible to eliminate a considerable part of it.
But now the bidding/auction for disposal of non-performing assets by HSBC is just around the corner. Neither South Africa's MIH nor other bidders are watching the show. They don't have the time to slowly investigate.
Gu Kun was so full of bad ideas that he naturally frightened Boss Li easily.
Moreover, Gu Kun very deliberately selected a few points to say that he still had more bad water left in his belly as a back-up hand - this was not a link to show off muscles. In this link, you should try to leave as many back-up hands as possible, so that
The other party doesn't dare to leave you and go it alone.
"It's better not to think about getting rid of Gu Kun and go it alone. This guy is simply turning his hands into clouds and rain. He has prepared all the bad and bullish news and done enough homework. If he offends him, he will definitely retaliate.
The direction is crazy and rhythmic." Boss Li thought to himself.
But the reluctance in his heart still made Boss Li readily switch to the last confrontation angle:
"I don't want to know the technical details of how you go long or short. However, you have put so much effort into researching this 'Tengyun Technology' and decided to buy it. This is definitely not just for the sake of selling in the future.
Is it a purely financial investment to make a profit?
I believe that there is one unbreakable truth in this world, and that is that something that allows rich and smart people to spend so much time and brainpower on calculations must be very valuable..."
Boss Li paused for a moment and did not say the second half of the sentence, but Gu Kun already understood it.
What the other party means is: You have dissuaded me from leaving you and cooperating with others to "help HSBC raise the auction price of chips and sell favors to HSBC's new senior management."
However, this kind of measure only prevents "reselling", but cannot prevent "value investment".
In other words, just like in the real estate market, if a house has a high use value and is comfortable and convenient to live in, even if its financial investment value is not high, it cannot stop the real and urgent need of "living in and not speculating".
If Teng Yun has a bright future, even if Boss Li breaks up with Gu Kun and takes Teng Yun back, Gu Kun will turn against him and frantically pour cold water on him and lower Teng Yun's valuation.
But as long as Boss Li plans to hold it for a long time and never sell Tengyun's shares as a value investment, then it has nothing to do with him whether the valuation is low or not.
Gu Kun must prove that this thing is not of great use value to other people, but only to Gu Kun there is a specific reason to buy it, in order to completely destroy Boss Li's chain of suspicion from the motivation level.
.
This is a bit like the previous projects of Ali Baba and Zhonglian Technology. Those projects are typical "dispensable to others, but only in the hands of Gu Kun can they exert their unique advantages of one plus one being greater than two."
Because only Gu Kun has the motivation to control the appearance of luxury fake brands on China’s e-commerce channels, and only Gu Kun hopes to purify the order of the entertainment industry in Southeast Asia.
Only with such a unique reason can a business that "does not make money as a charity" can have a second life as a complement to BUFF.
At this stage of the negotiation, it’s time to go all-in and flex your muscles.
For this reason, you don’t have to hold back, just say as many points as you want. The more thorough you say it, the more likely it will be to scare the other party into not being dissatisfied.
The logic of this second stage is completely different. You have to hold back in the second stage, but you don't have to hold back in the final stage.
It's a bit complicated to say. Those who don't understand it can think of it as fighting a BOSS in World of Warcraft. Some BOSS have three stages. In the middle stage, you need to prevent OT, and in the last stage, you can use full DPS and RUSH to kill it.
"Sometimes you need to think slowly, and sometimes you need to be slapped in the face - and now is the time to slap in the face." Gu Kun silently recited a line from a mobile game he often played in later generations, and then took a deep breath.
One bite.
"Yes, I am indeed interested in Tengyun, but this interest is very similar to my interest in Zhonglian Technology - some things are of little value in the hands of others, only in my hands.
, can have greater value.
I am optimistic about the potential of the comparison industry in Chinese society in the future. I think that in the next ten or twenty years, the Chinese people's desire for comparison will be the strongest in the world. Therefore, I need a circle-of-friends company that provides services for sharing and showing off.
As for companies in the subdivision field of network communication software, it will be easiest for them to transform into the field of posting photos and sharing photos in the future. When I do this business, I don’t expect Tengyun itself to make money. If the value is squeezed out in the future, I will
will dump its shares.
This is just a tool company, and my investment in it is defensive. I don’t want the future main force in the online public opinion community to be controlled by my camp."
This is not only what Gu Kun said, he also really thinks so.
With him around in the future, he definitely doesn't want Tengyun to harm others by making so many games. What's more, he has already bought Zhonglian Technology. If they compete with each other, wouldn't it mean that the two companies that Gu Kun invested in at the same time are at war with each other?
Gu Kun is not interested in the online game industry. Instead, he feels that some industries should be wiped out as a whole, or it would be better to guide them in another direction from their roots. But these are things for another time.
For Gu Kun, Teng Yun has the value of financial investment. He can earn many times the profit within ten or eight years and run away. By the way, it has continued to affect the other party's rhythm ability in these ten years. When it comes to Gu Kun's rhythm, Tengyun has the value of financial investment.
Just bring a good rhythm to the problem.
More than ten years later, Gu Kun was destined to completely sell off Tengyun's shares. This kind of company had no dreams, and Gu Kun regarded it as a real tool.
"Again, it's to control public opinion and control the rhythm...but the reason is quite reasonable. After all, it's not a desperate investment." Boss Li thought about it for a while and thought it was better to accept it. There is no need to dwell on it anymore.
After all, even if this kind of business subsidizes Gu Kun some money, which is nine-digit dollars, a single transaction will not exceed 200 million.
In the past, I have given away manors, racecourses and golf courses, and the cumulative benefit transfer is no less than this problem.
Since Gu Kun's reasons are sufficient and it is true that "some things are only worth that price if they are in his hands," why should Boss Li be a villain and forcefully hold a business that he does not understand?
"Okay, then let's each take what we need - I will rely on this operation to ease the relationship with HSBC, and you, just think of it as picking up some low-value land for nothing. How much are you going to bid for? Let me know.
At the end of the day, I'll help you pay for two-thirds of the bill."
Of course, Boss Li will definitely tip off the people at HSBC before disbursing the money.
As for whether Gu Kun would give the MIH people a hint of WEI in advance, that was not something Boss Li could worry about.