Lei feng's Web Editor's Note: this article is self-contained public "Quark hotel reviews," the author Wang Ruchen
Fast and drop the merger news more and more intensive. I think put aside for true and false, the merged power, absolutely not, Ali and Tencent, but other employers or founder. It is possible to get Uber Sprint before IPO, equity is greater than the intended development intention.
It is said that burn more than Ali, Tencent has been hard to bear. I think this point was exaggerated. They are both abundant cash flow, part of each year on marketing, communications, higher than many Internet companies operating costs a year. Taxi software burn in a year, they both can take. Dolce & Gabbana iPhone 6 Plus Case
But two taxi software behind other institutions should bear. Burn, burn differently in other areas such as buying areas of the Internet, this kind of platform, lack of payment, cash is not the platform itself, which burn very original, every bloody.
If you don't see exit wants, such as IPO or a subsequent financing worth as soon as possible, Ali with institutions outside the company will probably not play with them in the end.
Observe the industry is healthy and sustainable way is to see its style: the more raw, urgent ROAR ROAR and harsh, judgmental, most feature with unsustainable. Poet ximuboersika described, that is, they have "engine of regret."
Defuse the pressure on a variety of strategies: sacrifice the burn speed, with roots in industry, emphasis on slow. But they will lose the chance to scale quickly. Madness of the Internet industry is full of only the fast is not broken, speed, flow scale, market share covers everything.
But Burns money to cultivate markets rely on, give people a sense of anesthesia. When consumers every day around when you grab a red envelope, a taxi voucher, once aborted outright market effect will soon come down, in addition to the software, does not establish real stickiness and Word of mouth, rough trade have a real brand.
In other words, two taxi software brand, is already in the prisoner's dilemma. And potential pressure is increasing:
, 2015 and beyond will be more fierce market competition, Baidu shares Uber has come in, easy to start faster, original car rental company started to speed up the financing, strengthening vertical layout, they had cars resources more efficiently than two major taxi software companies traditional taxi companies in strengthening online services ... ...
Second, policy monitoring. Up to now, the authorities verbally open with regulators, some experts have been promoted, but wavering interest in this area is both deep and wide, especially in games with local governments and taxi companies, the so-called reform pace can only be a gradual and long term, short-term could never appear unified and open policy. This early layout, also going "volley outcrop bird" thing.
This kind of pressure, for Ali, Tencent is not imminent, a taxi software is only a small part of their eco-, from the industry itself, they can follow their own rhythm to go, but the other institutions, the founding team is not really one. After all, has its own demands.
Merger whether or not two days later comes true, the trend itself, Basic you can claim is about a capital case, it reflects the capital will, rather than of industry development will, although the merger should have intensive effect.
If you could look at the news, will know that behind the merger of another taste: Uber not only with Baidu's money, it also took more money, to enter the Chinese market is just posturing and concepts, its heart, probably landing in 2015 and the NASDAQ. At present, the overseas media have begun to fry Uber valuation and IPO issues.
In this window, whether fast or drops how to flaunt the business model is not like Uber, if a step behind on the IPO pace, at least in the year 2015 will lose the upper hand, and follow-on innovation, development, packaging costs will increase significantly.
Or, merge is but a capital operation Sprint, institutions cash in the prelude. From 2015 to 2016, faster, drops will be in capital markets.
In case of unknown message, in a full market opening, competition is not truly discuss fast drops and who will be the boss, who after the merger-led, not much point. For institutions outside of the Ali, Tencent, it makes sense really, that means their profit distribution. Dolce Gabbana Cases
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