For Internet enterprises, the user scale is the only justice

Perhaps profit is the only standard to judge the success of a business in a traditional field, but it is far from the truth for Internet companies. Youku, Jingdong, and even Amazon, the companies that have been hovering on the brink of loss for years, are becoming leaders in their respective sectors of the Internet, and investors in their doors have also squeezed their brains out, for obvious reasons, with their hands on the number of users in the sky.

Micro-letter is also so, 600 million of total users, 270 million-month active users, so that every message of the micro-letter, so that practitioners feel jittery, from the game to pay all the same, we fear is not the micro-letter products themselves, but its coerced users.

Mobile Internet era of micro-letters like the PC era of QQ, powerful people despair, Tencent's social gene strong seems to be somewhat unscientific, because the QQ and micro-letter market will never appear "two-level pattern" or "721 pattern", there has been only one overlord.

In the face of micro-letter, Ali will be defeated no doubt?

Micro-Letter the latest to enter the direction of the electronic business and internet finance, even Ma Yun also smell the dangerous atmosphere, from the request "All in wireless", to the promotion of "contacts" and year-end awards linked to the "rather die on the road, never live in the micro-letter group," the fierce speech, followed by "Contacts" and micro-letter outbreak of a series of public relations war, Are all interpreted as Mr Ma's concern for micro-trust.

Many people think that the micro-letter to destroy Ali, MA is afraid of micro-letter. Some people even say that Tencent hit the three-dimensional hit the two-dimensional, the micro-letter than to make the destruction of Ali's "two-foil", that the two sides have been divided, Ali will lose no doubt.

But is it really so easy to calculate the outcome of the competition? I'm afraid not.

Even if the micro-credit is strong, but two of companies in the market value of hundreds of billions of dollars in the competition, I am afraid not only a simple product can be concluded.

Past experience tells us, small to product and product competition, large to the company and the company's confrontation, decided the final outcome of the factors have three: one. Their own qualities, two. Opponent's strength, three. Changes in the external environment.

1. From their own quality, the product is good or bad is an important factor in the competition, but not the only determinant, the intensity of the implementation, timing, the direction of attack, the leader's vision and decision-making can change the final results.

2. From the strength of the opponent, opponents of the reaction speed, the reverse force, the future of the pre-judgment are the reasons for concern, in particular, such as Mr Ali with the foresight of the leadership of Ma Yun, at the same time, their strength, the firm shot steady opponents, even Tencent may not dare to say that their odds than the other side.

3. From the changes in the external environment, how the future of the big environment changes, no one can predict, the "butterfly Effect" has never ceased to show their own power, similar to the "Iranian ban on micro-letter" Such an event who can advance ahead of time. Perhaps the future of micro-trust can grow smoothly, but it can also be a small communication security or privacy disclosure incident to the roots of micro-letter. Tencent in various areas to make enemies how many, in China everything is possible, some things can not be said too thin, you understand.

The above said so much, the general meaning is, if you think the product NB opponents can be too naïve, if you think the micro-letter only by micro-letter current product Advantage Ali will lose no doubt, then you can wash and sleep. If you can't figure it out, then I would like to say, if believe that micro-letter into the electricity and Internet finance can eliminate Taobao and Alipay, as if OTT up, operators should immediately shut down, Jingdong Taobao out of the Amazon, Wal-Mart, Carrefour, Macy ' s immediately closed.

The biggest threat to micro-letters is not Ali but Jingdong.

If you have any impressions, it should be remembered that Jingdong asked internal staff to stop using micro-letter letters in late August, Ali began to vigorously promote the "contacts" of the time is two months later in late October, from here can be seen in Beijing east than Ali earlier saw the micro-letter threat.

The micro-letter threat to Beijing East comes from three aspects:

First, who is the most benefit of micro-credit to enter the electricity business? Xun！ Micro-letter "selected commodities" began on the line relies on is Xun, Xun as Tencent's main force, marketing and public relations has always been to Beijing east led to catch up with the goal. Micro-letter to enter the electricity business, resources are bound to "kiss son" Xun tilt. After a large user of micro-credit has imported Xun, Jing dong pressure is absolutely very big, and bat three big style all is, I do not good or still won't do, I shout open, I can do well, I will close the ring oneself play, on the micro-letter electric quotient This piece almost impossible to let Jingdong also access.

Second, the micro-letter in the electrical business breakthrough must be a consumer-to-consumer. The reason is that Tencent's Consumer-to-consumer has always been its own weakness, Tenpay's strength and Alipay gap is very large, so if the micro-letter from the beginning to start from the Consumer-to-consumer, then the direct face of Ali such a formidable opponent, almost no chance of success. Therefore, the micro-letter of the electric dealers must be from their own good at the start, but also Xun, jingdong-style, rather than the cat-type business.

Third, micro-credit to pay the fastest penetration is the Jingdong and other users of the consumer electricity business, not Ali users. Because the custom Jingdong shopping users to the first payment after the delivery or goods to pay more acceptable, and Ali system whether Taobao or cat needs to rely on third-party payments as a guarantee intermediary users need two times to confirm will pay, so this type of user micro-letter penetration difficulty is relatively difficult to many.

Micro-letter to enter the electricity business will certainly support Xun, and directly to the interests of the East Beijing, micro-letter on the threat of Ali focus on internet banking and electric dealers in these two, but in the Internet finance this one balance treasure has established the position of eldest brother, Consumer-to-consumer Electric quotient This is Ali electric quotient of the core competitiveness, currently these fields Ali occupy absolute advantage , I am afraid that the micro-letter will not be easy to get from these two pieces of bureau.

But, in turn, the micro-credit has a large number of users to cause Ali also can not sit back and relax, now little threat, does not mean that the future will not become a big trouble. Ma Yun is a broad strategic vision of the people, naturally know "people without foresight must have worries", but also naturally can see micro-letter although not yet into misfortune but also cannot be belittled, so quickly make intense action requirements Ali internal vigilance, in wireless exerting force.

In the face of micro-letter, has always been a strong threat to the strongest Ma Yun, but micro-letter the most immediate threat to the object is Jingdong, Liu in fact than the horse cloud should worry more.