Tencent and Groupon are working together: at least Tencent needs it.

Article Description: Tencent wants more than Groupon.

First, this collaboration is at least what Tencent needs.

1, 10 group buy up quickly, 11 years at least double. The Giants do not want to occupy this piece of cake, Tencent advantage is not small. Buy the line BD Sweep Street to do market education stage has been to the middle and late, buy the next core is no longer "buy", but "regiment" (group = flow + people + relationship). To occupy this cake, must rely on is not sweep street BD, but rely on influence and integration ability to do user portal, rely on infrastructure and rules to do platform.

2, regardless of the current group buy or future group purchase, the mainstream should be life class, this positioning is exactly the same as Tencent to build online life platform very fit. To some extent, "group purchase" became the mainstream consumption mode, Tencent can not allow itself to be absent, even do not sit in the theme are unbearable.

3, Tencent's current E-commerce strategy is simple: will pat in the doghouse, Unite Ali outside of all E-commerce enterprises, give them the flow, to provide them with tools. Groupon happens to be a good drainage tool. However, if the offline accounting for 90% of the mainstream group buy, Tencent will make sure that the proportion of online increase to at least 30%.

4, say two more: Tencent is very generous to e-commerce site drainage, some even free to do. The reasons are as follows: Pat do not make up, their own digestion; consumer demand is gradually rigid, Tencent needs these new content and new scenarios to meet users; Tencent would have no consumption flow, these give electricity to the flow of business is new traffic, did not touch Tencent's vested interests, the equivalent of operating without this. This, Baidu can not do, Baidu to take a traffic may be less than a bid income.

5, 3Q a battle, so that sooner or later the arrival of Tencent opened ahead. Ma said it would take a blockbuster in May 2011, but in fact Tencent has stepped up the pace of small opening in some corners recently. I believe that the focus of the next 10 years Ma Hua may really be "little Q robot", but in fact that little thing is just an appearance, the internal foundation is the strong and perfect Tencent empire.

6, however, Tencent should be open to the current only application layer, platform or will do their own, the foundation layer of things will not open. For example, he will not do micro-blogging, the so-called open just so that more applications can play on his microblog, he will not give up Groupon, he will be Groupon China into a buy platform, so that everyone else to do BD.

7, of course, Tencent will be open to the future platform layer, that is something, at least at this stage he wanted to do is not to do, and will not do. When Tencent opened, most of the people who scold Tencent will find that their space will become very small, or be squeezed dead, or to Tencent to work. Tencent is open to support the tail, killing is the head and the middle layer.

Secondly, I am not so pessimistic about this cooperation.

8, a lot of people staring at Groupon China's existing team of McKinsey, began to conclude that this matter is not reliable, I think it is exaggerated. Tencent is a relatively sober company, if the new company must be highly educated, so McKinsey style to become the mainstream, Groupon is willing to Tencent is not willing to, Ma Teng is not Deng Yaping.

9, it is estimated that just happened to have so one or two of McKinsey's insight to change the past, McKinsey also has a lot of people want to do something. Every big business has some people who are out of step with the business, and they are filled with ambition and ambitions. Every two years, there will always be one or two of them out, made.

10, said "Tencent has no channel and line up and down the combination of experience." Tencent has to do is a platform, offline this matter do not have to do their own, just to build rules to do integration; second, Tencent should have already added offline ability, which is also a growth opportunity for him. (Enterprises to the scale of this high-speed growth, all the innovation and capacity-building, all need market demand to promote, can not find the need to promote how training will not come up)

11, Kai-Fu also said Groupon selected "comments, Word-of-mouth + Alipay, Baidu, and even everyone better", I do not agree. None of these are good conditions for Groupon, and their complementary needs are less than that of Groupon; Tencent can add a lot of value to Groupon's IPO. Tencent and Groupon can be 5:5, other homes are afraid of not 2:8 or 8:2.

12, comments and everyone to do their own very good, there is no need to play with Groupon, the price can not be discussed at all; Alipay does is the foundation of water and electricity coal service will not mix and merchandise, just to help others will not do their own hands, Baidu in fact, there is no offline operating capacity, and business model of the two companies not a street.

However, I am not optimistic about it either.

13. Indeed, there are no successful cases of foreign companies in the Internet field. Remember before Wang Whinan said, "They come when they look down on the Chinese, when they go very high look at the Chinese people." If Groupon is to get this partnership to add points to its big plate, it's not much to expect, and it's relatively plausible that Groupon China can operate entirely locally, as Yahoo! Japan does;

14, I firmly believe that Groupon China will be to do a group buying platform, do not work hard to do BD. Really for other group buying site worried, you are the choice of Tencent to buy a platform for part-time job? Or do you choose to give him a job? Or do you choose to be squeezed by him? Access to the platform, the short-term benefits, the loss of long-term freedom. Do not enter the platform, you have to unite to find a better partner, together to resist his squeeze.

15, in fact, group buying really just started, merchant guarantee, precision operation, credit mechanism and so on, are not yet at all.
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