Dong: Moving against the trend

Author: Yang "I black Horse guidance" in The Angel Circle, Dong Bright has been dormant for two years, this year he decided to be an artist. In the 2012, for many people, micro-letters have become an entry-level application of mobile Internet. Dong light on this slightly disagree, he felt that the entrepreneur to micro-letter too much care, in fact, do not worry about how Tencent will rewrite the industry pattern. Tencent's product genes seem to allow people to speculate on the path of evolution on the mobile side: the micro-letter solves the human-human interaction needs, and the huge amount of users it accumulates will be transformed through the gaming business. But entrepreneurs might as well accept Tencent as a fait accompli, without worrying too much about the use of the microblogging platform by Tencent's gaming department, which is not Tencent's game company that lives on the PC side. "It's hard for a company to finish all the products, and of course you don't have to be an instant messenger, so you don't have a chance." "Tong said. If the successor has lost the opportunity to become a platform, then the logical direction of entrepreneurship is the vertical field, and this area is the best entrepreneurs themselves want to put into the whole body, "if you go to see the market to think about things, then do not start a business, to work for large companies can." "In children's view, just need to drive the premise of entrepreneurship." "Mobile internet is still a general direction, we will invest in more than 2013 years of O2O Enterprises, we are very concerned about the team for the offline merchant penetration and customer service capabilities." Beginning in the second half of last year, hand Tour has erupted, now has a monthly income of 30 million yuan products. We are also concerned about mobile and vertical social related areas, singing the point is to sing, MO is a stranger to make friends, PA is the picture plus sound cut. Now the new vertical community based on interests and hobbies is still valuable and cannot socialize for social purposes. "According to this standard, Gobi investment in 2012 screened out more than 10 projects." The founding team of the Powder diary, both in Gameloft's work experience, has also sold paper diary, was traveling to Shanghai in the child phase, now the young women to share information on the app day active users of about 200,000. The management of women's menstrual period the same is true of Rauschecker, the founder of app, who has been in the mobile internet and has worked in the medical products industry. Children think that if the founder of the project is what the founders want to do, but also with the previous experience in conjunction, "cut just need to cut out a lot of demand." According to the introduction, the number of active users of the great aunt has reached 500,000. Since the establishment of Gobi investment in 2002, there has been no clear fund or team engaged in angel investment for a long time. Revelation, Dong claims that the pace of investment in the Gobi is counter-cyclical, "be greedy when others are fearful, and fear when others are greedy." We 2010 years, 2011 investment case not much, a group buying project did not vote, we are data-driven investment style. "According to this logic, in Kai-Fu Lee announced the innovation of the workshop in the transformation of VC now, Gobi investment in the end of 2011 set up an oasis program, specializing in angel investment." The child did not disclose the amount of funding for the project, only to say that "angel investment, which is gradually heating up over the years, is now relativelyMature entrepreneurs are becoming more and more suitable for early investment. "He is not worried about the high failure rate of angel investment," the end of 2011 to now, all the companies we have been voted well, and two or three have already got the next round. "As of March 2013, two or three cases of Gobi investment have been closed, and children say they will speed up their investment this year," he said.