Rebirth in a Perfect Era Chapter 883: Gap between collaborators

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Amazon sent to China this time and is responsible for the entire China business called Yang Weilian. He is an American with a quarter of Chinese descent. In fact, he is not surnamed Yang, but because his real name is William. Young, so I gave myself such a Chinese name as Yang Weilian.

Yang Weilian came to China before being threatened. Amazon began to burst from the internet bubble until this year. It was struggling in the quagmire. It was only this year that it began to get rid of the shadow of the internet bubble burst. The whole Amazon began to gradually turn into a profit. In this case, Amazon is full of thoughts on how to optimize the industrial model and consolidate the domestic market, and never thought of expanding overseas markets at this critical moment.

However, the government of China suddenly launched the "internet home" policy, which caused the internet giants in the United States to focus their attention on China, a huge market with 1.3 billion people.

For American capital and enterprises, they are very aware of the executive power and driving force of the China government. This kind of executive power and driving force is beyond the control of the West. For example, reform and opening up, a policy allows the world Recognizing the strong executive power of the China government, so in their eyes, as long as the favorable policies promoted by the China government, it must be the biggest benefit of this industry.

It is also because of this policy that Amazon focused their attention on the China market. When they found out that China had already had a clear model like Taobao and a large-scale enterprise, they almost immediately made a decision: they must immediately set foot in China Otherwise, once you miss this opportunity and want to enter the China market in the future, it will be much more difficult.

Yang Weilian has Chinese descent, speaks Chinese, and has a certain understanding of China. It is for these reasons that he was appointed as the CEO of China Amazon.

At this time, Yang Weilian looks at's red-faced Boss Ma, as well as the dumb boss Li, were extremely upset and secretly said: "If there is not such a big enemy as Taobao, how could Amazon and your two China unknown small businesses Cooperation? These two people, one has no pattern at all, and one with a small pattern is irritating. "

Boss Ma is saying to Yang Weilian in skilled English at this time: "We ca n’t invest too much in the initial publicity cost, 10 million RMB, which is the highest limit I think is reasonable, and up to two million US dollars, No more! "

Yang Weilian knocked on the desktop, and said to Boss Ma with a little contempt: "Ma Zong, Taobao network is backed by Muye Science and Technology, and the ability of online publicity is extremely powerful. If we do n’t increase investment in publicity and promotion, how is it on Taobao Threat under threat? "

Boss Ma said: "What we have to do is to compete with Taobao differently. They rely on the brand day to strengthen the advantage of Taobao in the sales of electronic products in front of the national consumers. Then we use our promotional activities to give us Lay the advantages of daily necessities. "

With that said, Boss Ma said again: "It is important to carry out certain publicity and promotion on this basis, but we must have a degree. At present, our LeTao book has a total of more than 30 million USD. We must do a long-term battle with Taobao. Preparation, instead of starting a heavy asset operation mode as soon as you come up, otherwise once our funds ca n’t keep up, everything will be in trouble. "

An LeTao that has not been launched yet, why is it worth 500 million yuan, not because the shell is really valuable, but Softbank and Amazon should set a tone at the beginning: we are going to do a big thing together, order Good tone, everyone gathers together to work out.

Amazon shares 30% at the valuation of 500 million RMB. This 100 million 50 million RMB is not given to Boss Ma, but invested in the company account of Hangzhou LeTao.

The same is true for Boss Ma to rely on Softbank to take out the money and make up for this part of funds belonging to itself and Softbank.

It stands to reason that Ali accounts for 51% and has to invest 255 million RMB, but because the entire plate of LeTao is made by Ali, the team is Ali and the framework is built by Ali, and the same is used. Alibaba's resources, so Alibaba enjoys a certain amount of resource discounts, and actually injects 153 million with a valuation of 300 million.

As for the Li Guoqing of the Dangdang network, the Dangdang network he brought in is of certain value, so he directly used the Dangdang network as his investment part.

The original valuation of the Dangdang network was at least at the level of 50 million USD, but by the impact of Taobao, although lost a lot, but it was slightly stronger than Joyo. The current value is a thousand 7-8 million to about 20 million USD, almost 100 million 50 million RMB .

If Li Guoqing is fully invested in Dangdang, the valuation of 500 million yuan should be at least about 30% of the shares of Li Guoqing, but Boss Ma is not very optimistic about Li Guoqing, so I do n’t want him to have too high a share. 19%, and then replenish his 50 million RMB cash merger plan, Li Guoqing knows that he is at greatest risk, so he did not hesitate to agree to Boss Ma's proposal, in order to share his own risk with other partners.

As a result, LeTao currently has almost 200 million 50 million funds, which seems to be a lot, but this money needs to maintain the operation of an e-Commerce platform after it goes online, and it must fight a long-term battle with a large platform such as Taobao. The constantly expanding team and continuous investment in promotion, so overall, 200 million 50 million RMB is not too much, and USD is also in the early 30 million.

Boss Ma also knows that there is Li Mu, and after LeTao goes online, there is no possibility of expecting a profit at all within a year or two. If the money is burned out, everyone will either increase capital or raise funds externally.

Amazon is certainly capable of increasing capital at any time, but Softbank is now a bit disappointed with himself and a little lost confidence, otherwise they will not bring Amazon into the LeTao project to do together, based on this situation, they It is even more necessary to be careful and careful, and not to burn the money too early, otherwise, once Softbank feels that it is a bottomless hole, it may lose confidence.

Softbank is a capital company. Once they lose confidence in the project, they will definitely find a way to cash out and withdraw their money before investing in other projects.

And Amazon is a e-Commerce company, who understands the industry better and has more money. The most likely situation then is: Softbank sells the shares directly to Amazon, and he pats and takes the money **** away, no matter the project is successful or not, The investment of Softbank can be recovered, and it may be profitable.

At that time, I was miserable. Amazon took a firm foothold in China with his own shell, but he lost the dependence of Softbank. At that time, Amazon will definitely have a share. Both myself and Li Guoqing are likely to be washed out, and the final winner It's Amazon and Softbank, and I'm fine with myself.

In the view of Boss Ma, Sun Zhengyi (Masayoshi Son) is likely to just want to leave a back road and let Amazon take over for LeTao in the future, so it only pulls in Amazon, so Boss Ma must make every effort to avoid this from happening.

On this point, Boss Ma guessed right.

The reason why Yang Weilian wants Boss Ma to increase its investment in promotion is because there is a bigger plan. He hopes that LeTao will start the strategy of burning money as soon as it comes up. The faster the money is burned, the faster it will burn, the more the opponent will not keep up Go up to the rhythm, as long as the rhythm is opened, not to mention catching up, but it will certainly be able to quickly gain a firm foothold.

The so-called firm foothold of Yang Weilian is to gain a firm market share. In order to achieve this, LeTao must have continuous and large-scale investment.

The profitability of the e-Commerce platform is inherently difficult, not to mention the need to prepare for long-term unprofitability under such a strong opponent. On this basis, if the burning rate of LeTao can be accelerated, Softbank will definitely be This rhythm scares that if the money burns out quickly and the capital increase is initiated, Softbank may have to reconsider whether to continue to follow up. If they retreat, Amazon will directly invest to buy the shares in Softbank, and then absolutely control LeTao. And LeTao also has a certain foundation in China. Amazon then finds a way to force Ali and Li Guoqing to transfer more shares through capital increase and acquisition. By then, they can occupy the magpie's nest and completely include LeTao.

The idea of ​​Amazon is to find two China local companies to repair the trenches together, wait for the fortifications and trenches to be dug, and then try to drive these two companies out.

Once Amazon achieves this goal, it can directly introduce more funds from the US capital market, allowing a large number of USD to continuously flow into their bridgehead in the China market, and then occupy the entire market in one fell swoop with an unstoppable offensive.

Because they are pregnant with each other, Boss Ma and Yang Weilian were very difficult to deal with from the beginning, and it was quite unsightly to see each other. Before that, the two did n’t look good to each other and just hid in their hearts, but today ’s meeting, the two For the first time, the contradictions of people are revealed.

Yang Weilian is extremely resolute and requires Boss Ma to make additional investment.

Boss Ma ’s attitude is more determined. He even took the table and said aloud to Yang Weilian: “The highest is 2 million USD, which has already given a lot of concessions! I wo n’t pay an extra penny!”

The same thing happened with Yang Weilian: "Ma Zong, our cooperation has just started, please do n’t create cracks and gaps in everyone ’s heart at the beginning of the cooperation!"

Boss Ma coldly said: "If Mr. Yang feels dissatisfied, he can withdraw from this meeting. Do n’t forget that Amazon holds only 30% of the shares. Even if Chief Li supports your strategy, I will not agree!"

Speaking, Boss Ma is pointing at himself, saying extremely powerful words: "Here, I have the final say!"

Boss Ma is a person with a strong sense of territory, and his management skills are extremely strong. The combination of previous life Sun Zhengyi (Masayoshi Son) and Yahoo is not his opponent. Otherwise, how can Alipay break the agreement control relationship between Alibaba and the Alibaba system? Separated from here?

Yang Weilian really did not realize that Boss Ma, who is short and thin and looks weak, could be so strong. Originally, he wanted to put pressure on him. didn't expect directly used a holding to press himself, leaving no room for himself, so only Temporary disappointment for the moment.

On the surface, although no longer insists, but in the heart of Yang Weilian, he has secretly made up his mind. If someone like Boss Ma stays in LeTao, the possibility of Amazon trying to borrow from China will be greatly threatened. The most important thing to come down is how to get him out of LeTao!