Reinventing the Millennium

"What? Baidu poaching Gaode's people? Isn't this just a matter of death? Isn't this what it is?"

"No, no, Teacher Xiao Su, you are thinking too much."

"It's impossible. The competitive situation among domestic giants has long been clear. Everyone has said it on Zhihu. This is why Yike wants to try one by one to see how the giants are ranked. After Penguin and Alibaba, it will be Baidu."

"Yes, yes, they know the strategy better than I, the chairman of Yike."

Because Tesco has launched its IPO, Su Wei has been busy recently and has not attended the weekend gatherings. However, when she learned about the poaching of Gaode Map, she felt a fighting spirit for the CEO.

She retorted to Chairman Yike: "People don't know your company's strategy, but bystanders know better who you are, your character, and your style."

Fang Zhuo sighed and said, "Okay, just say that it was you who made the comments on Zhihu through a small account."

Who doesn’t know who?

Su Wei asked suspiciously: "You really have no idea about Baidu? Sogou won't do it with much fanfare this year?"

Fang Zhuo shook his head: "It's just because Sogou is not popular, otherwise, maybe there will be some trouble."

Baidu has an absolute dominance in PC search, and coupled with its Tieba and other ecosystems, it is a well-deserved giant, and Baidu's advertising revenue has been skyrocketing.

Su Wei nodded slightly, it's because the power of this market is still too different, right?

After a moment, Fang Zhuo said thoughtfully: "If I have to talk about it, it has nothing to do with Gaode Map, but there is something related to Baidu."

Su Wei sighed, look, you can't hide something.

"Qi He's YMS has always had an application for ecological revenue." Fang Zhuo continued, "As you know, our YMS framework is used to uniformly retrieve notification information and optimize its use. This is what we are talking about with manufacturers. At that time, we were talking about the subsequent revenue sharing, but we have been reluctant to do this.”

Yike's YMS is a model of Google's GMS. On the one hand, it enhances its own strength, and on the other hand, it enhances user experience. However, Yike is not as powerful as Google. When wooing mobile phone manufacturers, in addition to investment, user experience, and own influence, it also There is a promise about revenue sharing.

The fulfillment of this promise...

It needs to be fulfilled.

Because other mobile phone brands that do not use YMS in the domestic market have their own derived income.

Although YMS has improved the user experience, this experience is medium to long-term. Any qualified new mobile phone cannot be stuck when it is first sold to users. When it is stuck in use, it will be a problem for the manufacturer.

Including advertising revenue that is not limited to the system, this is money that can be obtained immediately. If YMS does not provide reasonable sharing and bundling, even if a manufacturer lineup can be formed for a while, changes will still occur when everyone's plate is stable.

Qi He doesn't need to describe this in detail. Fang Zhuo naturally knows it, but he still suppresses the exploration and development of ecological revenue.

According to Qi He, if others use 100-point advertising to make money, we can only use 50-point advertising to make money. This can not only improve the user experience, but also obtain income to maintain cooperation.

At the very least, it is already better than its competitors.

Fang Zhuo is not necessarily opposed to advertising revenue. A healthy recycling system is of course beneficial. He just doesn't agree with the judgment at this stage.

He hopes that products with the YMS brand can give consumers a strong certification. This still takes time, and the top priority is to roll out the user base of the camp. The revenue brought by the larger volume will be non-linear growth.

However, revenue development based on advertising has been put on hold for the time being. Fang Zhuo is thinking about whether he can eat a little bit of the commercial business first to satisfy his fellow manufacturers.

For example, Baidu's default search engine status among YMS manufacturers.

Currently, because Yike has invested in Sogou, M and S series products default to Sogou for search. However, considering Baidu's status and the needs of other brands, Yike allows them to choose to use it independently.

Without exception, other manufacturers default to Baidu as their first search choice.

What Fang Zhuo wants to discuss is to lead everyone to negotiate a two- to three-year contract to maintain this status.

This is by no means out of his ill will towards Baidu.

On the contrary, this is a relatively normal B2B business-to-business business.

It's like Google was later charged similar licensing fees by Apple and Samsung, which were calculated in billions of dollars.

If Baidu doesn't comply, then... let Sogou talk again. Even if Sogou has Yike's investment, it must bleed normally to compete.

Anyway, the brother manufacturers must eat something so that they can continue to go down together.

Fang Zhuo is sometimes in a dilemma. Of course, he hopes that all YMS manufacturers will follow him for free. He also hopes that Sogou's share will increase without spending a penny. He also hopes that Baidu will ruin its own reputation.

However, there are no such good things in the world.

Fang Zhuo talked about the 2B business with Qi He. He will not talk to Baidu in the near future. It may be around the fourth quarter that the two parties will start a commercial negotiation.

Su Wei felt very sorry after hearing that it was purely based on commercial considerations.

"I thought a war was about to start, and I was still thinking about what you could write down if you went to Baidu headquarters."

Fang Zhuo was stunned, clicked his tongue for a while, and said: "You still can't write easily. You people always think of the worst, and you still bring it up from time to time after things have passed. I didn't want to write in the first place, but they insisted on letting me write. I really admire Ali's style of play, and I was... moved by it for a moment."

Su Wei didn't even know if the CEO's "really appreciated" statement was a lie. Sometimes he seemed to be pondering and summarizing these business things.

She only said: "It's all our fault, it's all our fault, don't mention it, don't mention it, oh yes, if the listing is successful next year, will you go to Nasdaq to ring the bell?"

Su Wei suddenly discovered a detail that she had ignored before.

As Tesco begins its journey to go public, it’s unlikely that even the big boss will be able to ring the bell in person in the end...

"Eh, well, we'll see what happens when the time comes." Fang Zhuo used to fly around without feeling anything, but suddenly he was worried about not flying out. He did feel a sense of restraint. "The United States has been receiving invitations from all sides during this period. What? Interviews, program recordings, baseball kickoffs, basketball activities, movie guest appearances, ugh, I rejected them all.”

Su Wei thought about it and decided, forget it, let's put safety first.

She said: "There are enough beautiful places in China for you to enjoy. It's up to you to see what kind of shows, movies, etc. you want to participate in in China."

"That's what I said." Fang Zhuo said with a smile, "It's better to make more money. The more money you make, the more confident you will feel. I am a person who lacks security."

Su Wei glanced at the richest man: "Is it because Bingxin lacks a sense of security?"

Seeing that President Fang Da did not deny it, she suddenly thought about it and said with a little hesitation: "If there are off-site factors in the ice core, will it affect Yike?"

Fang Zhuo didn't answer.

Su Wei frowned, carefully thought about the possible logic here, and asked after a while: "Do you think Ice Core will face a crisis, or Yike, or the entire Yike department will face a crisis?"

"It is the responsibility of a good CEO to consider crises." Fang Zhuo touched Teacher Xiao Su's head and said happily, "She is indeed the best female CEO in the country who led Tesco to go public. She has grown up."

He quoted the title of a domestic media report in the first half of the year.

Su Wei did not chat with him, but thought carefully about this issue. The properties of the ice core are relatively sensitive, especially when its level gradually increases. .

Mr. Fang has always made this judgment very openly.

From the overall situation, the economic development after the financial crisis has been quite peaceful. If there is a problem with the ice core, what will the environment be like at that time?

Is it an individual case or a business symbol of changing relationships?

If it's the latter, will it be typified and then expanded?

Su Wei was thinking about rehearsing a certain situation, and the first thing in her mind was that the man in front of her was "going from one crisis to the next." However, looking at it this way, the nature of this crisis is not just business, it is even more... Seems complicated and dangerous.

Returning to the properties of ice core, considering the limitations that have always existed in the semiconductor industry, its development with SMIC in the past few years has been relatively smooth.

Smoothness is temporary, and bad competition returns to the main theme?

Su Wei looked back, then back to the front, and said slowly: "It seems that it is quite difficult to create ice cores in the semiconductor field. What if it is really restricted?"

Fang Zhuo didn't know that Teacher Xiao Su had thought a lot in just a short while, but suddenly he heard her pessimistic tone and smiled: "What should I do? What can I do? If it is really restricted, maybe it will be a good thing."

"Why?" Su Wei was puzzled.

"It's good that we can't surrender." Fang Zhuo said with a smile, "There was such a moment. From one year's perspective, it was a huge setback. From five years' perspective, it was a special difficulty. From ten years' perspective, it might be an industry opportunity. ”

Use time to digest the crisis.

Fang Zhuo pointed at himself: "I'm not as old as Zhang Zhongyi, so I can still fight a protracted war."

"You really have a spirit of revolutionary optimism." Su Wei praised her from the bottom of her heart.

"It's not enough to just have energy, you have to make more money. If you have money in your hands, one day, I can make my brothers feel more comfortable when I carry it." Fang Zhuo smiled slightly, "When the money is short, I will sell my shares. , when I was short of money, I would sell my shares to see what I could accomplish.”

Su Wei saw that he spoke easily and gave a thumbs up: "He is indeed the second best CEO in the world."

"Well, the best female CEO in the country." Fang Zhuo also praised her.

"The best female CEO still has to use her subjective initiative to help the world's second-best CEO earn more money." Su Wei said, "When the time comes, she will sell her shares at a high price."

"It has to be you, and it has to be Teacher Xiao Su." Fang Zhuo praised even more this time, "Look at other people, like Sina and Yongke, they cry when I sell my shares."

Su Wei said "Hmm", she was also from Yi generation, so it was different.

…

The crisis has not yet come, but there is only a slight shadow.

Fang Zhuo's mentality is very stable.

Crisis is one thing, but hope in a crisis is another. Things must be viewed dialectically.

The data revealed by this year's wafer service alliance remains the same. The progress of the domestic production chain is average. It can only be said that it has just recovered from the impact of the financial crisis, and comrades still need to work hard.

But let’s work hard. To be honest, it is relatively weak in the face of foreign competing manufacturers.

All links require stable iterations to make rapid progress, and it is difficult to take this into account when choosing in the commercial market. Only when the commercial market is mixed with additional factors, and domestic manufacturers have to examine whether foreign manufacturers can stabilize supply, can domestic links usher in Growing rapidly.

Fang Zhuo has some other ideas about this additional factor, but he still needs to consider the situation and carefully demonstrate it in his mind.

On May 29, there are 23 days left before the release of Yike’s new phone.

Fang Zhuo has held several meetings intensively in the past few days. In addition to paying attention to the situation of new machines, he is also discussing the outline of an internal executive rotation.

In the previous demonstration of values ​​with Alibaba, Fang Zhuo's confirmation and thinking about the management system were fruitful - not referring to some of Alibaba's mid-level supply giants.

Now let’s discuss the issue of internal training.

However, this matter has not yet been discussed and many results have been discussed. Gaode directly cried and mentioned that Baidu was poaching people.

Not only Baidu is poaching people, Penguin is also poaching Gaode people.

What Gaode means is that Baidu and Penguin are too aggressive in poaching people. They are either here for Gaode or for Yike!

President Cheng Congwu not only called, but also personally flew to Shanghai to meet with Mr. Fang. While asking for help, he also mentioned one of the reasons.

"Mr. Fang, we planned to go public before, but after reaching a cooperation with Yike, we wanted to expand our market share and slow down the listing."

"But some employees are not happy with this delay and have objections."

“The options in their hands could not be exchanged, so they were poached by Baidu and Penguin.”

Cheng Congwu's tone was quite aggrieved.

"Is it our fault for the co-authorship of Yike and Gaode?" Fang Zhuo heard what Mr. Cheng meant and smiled, "Hey, Mr. Cheng, Yike just invests money honestly."

Cheng Congwu drank tea and said nothing.

Yes, did you honestly invest money in Morningstar Semiconductor back then?

Where did Morningstar Semiconductor go later?

Fang Zhuo looked at Cheng Congwu and asked, "Mr. Cheng, what do you mean? If this employee leaves, your salary must keep up. You will pay whatever Baidu charges."

Seeing that Mr. Fang spoke easily, Cheng Congwu had to say: "Mr. Fang, you are no more virtuous than Yike... Baidu is poaching people two or three times as much, so how can we keep up with..."

"Then..." Fang Zhuo thought for a while and said, "Then it's still a cakewalk. Although the listing is on hold, the prospect is not too far away."

Cheng Congwu said: "Mr. Fang, they don't believe it. Many people say that AutoNavi will be acquired by Yike and may not be listed in the future. I have been asked several times."

Fang Zhuo said "Oh" and waited for him.