Meituan-Dianping invades taxi-hailing, what are the chances of winning?

Big Traffic Author of 188bet mobile article: Meng Qingxiang 2018-01-01
Meituan-Dianping enters the mobile taxi market,To a large extent, 188bet mobile is because the mobile taxi market is not a market that can be monopolized,Natural extension based on consumption scenarios,Meituan-Dianping has the opportunity to emerge as a new pole in the mobile taxi market。

A recent hot spot in the Internet application industry is Meituan’s Wang Xing’s decision to enter Cheng Wei’s Didi taxi industry,Although 188bet mobile kind of business is only carried out in Nanjing for the time being。Once 188bet mobile business is successfully run in,Expansion to the whole country is inevitable。

Wang Xing is famous for his ability in the industry,I said he is the reincarnation of Bai Qi,Everyone says 188bet mobile’s right。Wang Xing’s explanation for Meituan’s entry into the taxi industry,30% of taxi rides are for meals,In other words, 70% of meals are taken by taxi。He is in the catering business,So 188bet mobile is natural to extend 188bet mobile to the taxi-hailing industry。

Later,A media interviewed Didi’s Cheng Wei,The article is extremely long,There is a paragraph about Genghis Khan and Xixia diplomacy,To the effect that Xixia killed the Mongolian envoy,Caravan and the like。Mongolia can’t bear 188bet mobile,Written a gauntlet,Lori Baosuo,Genghis Khan changed 188bet mobile to five words "You want to fight,Just fight”。

Cheng Wei also said,The best companies in the world are going deep,One business integrated into a global business。Chinese companies like to develop horizontally,Doing a lot of business in 188bet mobile area of ​​China。

There are also rumors,188bet mobile is said that Didi is also preparing to enter the food delivery industry,But no actual action。Someone has written an article analyzing the difficulty of the two entering into each other。From a business perspective,Taking a taxi is easier,But takeout is more difficult。As a consumer, I also know 188bet mobile,Taking a taxi is a transaction between consumers and drivers,Just install one Didi software on each,There is basically no satisfaction,Complex issues such as service quality management。For takeout, customers place orders with restaurants through Meituan,Meituan will find the right person to deliver 188bet mobile to the customer based on this order,The customer has to pay twice,One for the restaurant,One copy for the deliveryman,Sending members is not like ready-made drivers,Just switch to the software,Meituan needs to develop itself,At least 188bet mobile was like this for a long time。188bet mobile sounds like the food delivery business is complicated。

On paper, 188bet mobile seems that 188bet mobile is difficult to take a taxi and get into takeout,188bet mobile’s easier to attack takeout and take a taxi。

This analysis is very rough,Rough enough to confuse black and white。188bet mobile is easy to enter the search engine industry,Just create a search bar,You don’t even need the service staff in the middle。

Wang Xing is here,I think 188bet mobile’s pretty good。Because he is constantly thinking about cross-border expansion play。This is also a feature of the new era of the Internet,In the past 188bet mobile was thought that 188bet mobile was impossible to enter territory occupied by another party,I don’t think so now。Every company hopes to enter many niche areas,Whether 188bet mobile is a program on PC or an APP on mobile phone,Many companies have made family buckets。

But Family Bucket Company is different from Wang Xing,Most Family Buckets are just trying,188bet mobile’s all coding anyway,The boss recruits people,Developers will naturally look for trouble,Can’t even stop 188bet mobile。Wang Xing is really doing 188bet mobile,I really want to enter a new field with all my strength。

So many areas of the Internet,Which field is easy to be monopolized and closed,Which 188bet mobile will have long-lasting competition?

I dare say,This issue has not been considered in depth。Otherwise,The Internet industry will not be a valuation model,188bet mobile’s all a waste of money,Expect to burn others to death,Then monopoly model。Just like,You are engaged in a price war in a traditional industry,But there are rarely price wars for the purpose of monopoly,Because everyone has realized that monopoly is impossible in such an industry。But the Internet is different,Everyone thinks that as long as you get involved in the Internet,Necessary Monopoly,This is an investment now、Burning money、Basic assumptions of strategy。

I think 188bet mobile assumption needs to be refined,Not reliable。Some businesses are easy to monopolize,Some are like traditional industries,There is no possibility of monopoly。

Analyze many Internet applications,Monopoly business has the following characteristics:

1. Users are related to each other。Everyone already knows,I am talking about QQ、Businesses such as WeChat。Ali’s angry tweets,Pushing the nails hard again,Not much effect,188bet mobile is because of this factor。We assume that from tomorrow China Mobile Phone and China Telecom、China Unicom is no longer connected。China Unicom and China Telecom will die soon,This is inevitable。Tencent and all social software are telecommunication networks that do not communicate with each other,Of course the big one eats the small one,Later ones are very difficult to enter,This is why FaceBook spent .2 billion to buy WhatsApp。

2. Free moat.Imagine adding a search engine fee,Alibaba does not have free accommodation merchants on Taobao,Every user who logs into the game is charged。Then,Their business model is much more fragile。Just charge,Competitors can use lower charges to attract customers。if free,Competitors can only pay to attract customers,The dependence on subsidies is unsustainable,Secondly, 188bet mobile will lead to adverse selection in consumer behavior。15 years ago,During the first wave of Internet competition,Paying money to buy clicks is already a common tactic,Not new。What happened next?Basically no one plays these games that charge negative fees or pay for money。Now Alipay pays in order to compete with WeChat,Also got into a fight,Attract users to use Alipay through subsidies。Of course,This specific case is very complex,I would do this if I were Jack Ma,This article will not provide in-depth analysis。But,Free this moat is very strong。Just imagine why WPS couldn’t steal a piece of meat from Office?Because there are a large number of pirated versions of Office, 188bet mobile is a moat for the genuine version,Competitors cannot take action。

3. Heavy assets, long process, complex business。Jingwei Investment once said that they invested in many companies,Summary of some experiences,The first thing is to focus on business。This is no different from the rules of traditional industries,188bet mobile is difficult to enter the automobile industry because the investment is too large,Assets are too heavy,188bet mobile takes too much energy to boil water。Now the threshold of the mobile phone industry is also high,Not because of investments such as production technology,But,188bet mobile takes extremely heavy assets to open a hole in the market。Jia Yueting burned tens of billions in the mobile phone industry,Work until annual sales reaches 20 million units,Still fell down。If you want to succeed in this industry,You prepare 30 billion funds to burn,Taking such a big risk,No one dares to invest。

Except these three points,I don’t think the fourth point is needed。Such as user usage habits,Not too big a threshold。The user has Meituan installed on his mobile phone,Extend a taxi-hailing function,Then when the time comes, we will develop a separate Meituan taxi app,Because users generally have Meituan installed on their mobile phones,What’s wrong with 188bet mobile?

In my opinion,Mobile taxi-hailing app is seriously overrated,The reason for overestimation is that 188bet mobile is not a natural monopoly industry in the first place,But 188bet mobile is roughly regarded as a natural monopoly。188bet mobile (Didi Chuxing) is now valued at US.5 billion,If I could come up with 10 billion US dollars,188bet mobile is worth 188bet mobile to control the market to 20%。Some people also talk about imaginary space and so on,For example, autonomous driving、World Car Sharing、New energy and the like。188bet mobile’s too far to think this way。So far away,Why BYD can’t do 188bet mobile?Volkswagen can’t do 188bet mobile?Huawei can’t do 188bet mobile?So,There must be boundaries for nonsense。

Then,The last question is, isn’t a business that is not a natural monopoly valuable??

Obviously not,The business of Apple, the world’s largest market capitalization company, is not a natural monopoly,In the mobile phone 188bet mobile,Its share is only about 13%,Still making a lot of money,Apple cannot even seek a monopoly。

If an Internet subdivided industry,There are no these three points as a moat,If conditions permit,Just a bold attack。These three conditions,I think 188bet mobile’s in order,The first condition is extremely difficult to break,Second condition,There are many cases of breach,For example,Microsoft’s browser is bundled for free,The market share has now dropped below 50%。As for the heavy asset threshold, 188bet mobile is the entry barrier for traditional industries,All are fully analyzed、Practed 188bet mobile many times。

*Original source public account: Qu Gao He Zhong, original title "Meituan invades taxi-hailing, what are the chances of winning?》.

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