2013 of taxi software: a thrilling gamble without income

Taxi software may have been the most popular entrepreneurial field in the past 2013 years, and was fortunate enough to participate in it as a half-bystander this article simply as a record of this crazy year ... Because it's a record, there's almost no point in the text, no comment, it looks like there's only crazy industry and investment people ... The origin of this content is January 2 night, a user asked the question: "Why mobile taxi app has been burning money, and investors are still willing to round the round of investment?" "And the background message is: January 2, di di officially announced a 100 million U.S. dollars financing, of which 6000万来 from Citic-industry funds, 3000万来 from Tencent, the remaining 10 million for the other investors before the vote. When I saw the problem, in Hangzhou on a business trip back to Shanghai on the train, due to the input is inconvenient, I just answered the following with a cellphone: "Wait, I'll write the answer in the evening", and thanks to the attention and support of some of my early friends, I've got 30 Zane 40 comments before I write this formal answer. Last night in the middle of the day after the busy I wrote down the following text: (again, because of interest, the whole text I deliberately did not comment on any enterprise, did not write the entire investment process of the mind process and related decisions, simply record.) To answer the question before I define the boundary of this topic: Car rental is not in the discussion today, especially offline car rental; I understand that the landlord mentioned the car rental should be similar to the use of cars such as the commercial car market. To answer the landlord's answer to this question, I would like to briefly say why VC investment in a case; only in the Internet industry, especially in the early days of investment, simple understanding VC investment in a company in fact, the most important only 2 factors: team and direction; The team includes but is not limited to: background, experience, executive power, Team complementarity ... Directions include but are not limited to: market prospects, policies, competitive situations ... So simply speaking, each round of these several taxi enterprises can be used to finance the above cited factors; the originator of this round of taxi boom is the founding of the United States uber,09, 10 Angel round 1.25 million U.S. dollars, February 11 a round of 11 million dollars; At this time, Uber only covered a city in San Francisco; the same year December , Uber a 37 million-dollar round of funding, which covers six cities in San Francisco, Seattle, Chicago, New York, Washington and Boston, and became the hottest American innovation company in its time. (The concept of O2O, which arose in 10, also found its strongest representative in 11 ...). In China, the earliest Uber imitators easy to use the car in September 10 officially online, angel investment is Xiaoping teacher, and then in August 11 to obtain a round of financing, attention to TIME node: August 11, exactly is Uber financing after about half a year; (Of course I'm not saying that easy financing is entirely by concept, Its early implementation and model innovation still makes many people's eyes bright. But the discussion about "black cars" makesMany entrepreneurs feel that continuing to do such a model may be directly risky, while another company called Getaxi into the people's vision, in July 10 to set up an angel 2 million dollars, June 11 a round of 8 million dollars. At the end of 11, at the beginning of 12, domestic taxi based on the application team started very active, the first group of representatives are: Rocking recruit car, taxi assistant, taxi small secret (easy to do), micro-taxi, easy to reach a taxi and a little later issued tick-tock taxi, etc. Basically you can hear the name of the taxi class software at that point all got the first investment, no matter how much, because of the breakdown of the U.S. fire, China, although there are many restrictions on national conditions (such as the taxi industry closed), but this does not prevent people to participate in an angel period of the price of the market. Like playing in Texas, even if the hand is bad, many people will still be with a 1-2-round to decide whether to fold the card ... This time point several companies start almost, no one in the early stage to show the trend of the industry, so as long as the team looks OK, can get money; everyone is ambitious, Crazy Horse rodeo, but ... Because of the numerous industry practitioners, in addition to crazy subsidies and hit the money, simply want to rely on product experience to obtain users and drivers are not possible; So in the first half of 2013 outside the industry, we began to discuss how to make money taxi software? At the same time, due to government regulation, in the first half of 13, the entire taxi software practitioners experienced a round of "impact" ... And in the impact of natural people stay, some people were swept away, so the situation of the strife began to appear oligarch, in Beijing, tick start to show stronger than the other team's ability to execute, embodied in the PR, advertising, crazy subsidy strategy, and all of these we see in addition to the team's own decision, is largely determined by the Di-a-turn investor-Jinsha River. Investment beep A round is precisely the Zhu Yuhu of the Jinsha River of the investment handle; If you remember what it was like when the handle was expanding wildly, you wouldn't be surprised by the q1-q2 tick in 13, as a result of which the Beijing market was almost fully eaten. In Jiangsu, Zhejiang and Shanghai, another taxi software enterprise-fast quietly pry the taxi market, because of the relationship between Hangzhou and Ali, the rapid early access to Ali's investment; Hangzhou started fast in the understanding of the Hangzhou market after the rapid entry into the Shanghai market; because I know more about Shanghai market, This market is also the entire taxi software market competition is the most intense region; the whole city of Shanghai taxis nationwide the most standardized, electric adjustment system is also very deep in the hearts of the public, but the system still has a problem: fees; so fast after entering Shanghai, Through the excellent user experience and a certain means of operation in Shanghai to obtain a single day million orders ... And in the quick to achieve a certain effect, tick-tock in Beijing after the victory into the Shanghai market, still continued in Beijing's strategy: crazy hit the line under the ads, vigorously subsidize the driver users;And the reason they dare to do so is that in April 13, the Beijing campaign won the stage after winning the Tencent strategic investment of favor, 15 million dollars to ... Just 2 months later, beep in Shanghai also announced a single day order broken million.