The most immediate benefit of user growth is that valuations are soaring, from 40 million dollars to 2 billion of dollars, and a crazy 50 times-fold rise in the value of the street, only 3 years.
Today, social software can be divided into two categories: one is the micro-letter-led acquaintances social software, the other is a stranger to the main strangers dating software.
In the software of the main acquaintance social, the micro-letter is like a Big Mac, guards Fumo. In the face of the micro-credit giant, there are few successor challengers. But in the micro-letter high-speed growth at the same time, the MO is a way to avoid the sharpness of micro-letter, in the social field of strangers to get a place in the street has not yet formed an absolute advantage, followed by many.
"Overall, the opportunity for the Stranger (Social software) was great, so we invested in the neighbourhood." "Qiming VC's VP Wang Shiyu told the Financial Weekly (http://www.lczb.net) reporter. Attracting the wind is not only a neighboring, but also friends Add, micro-poly, meet, adjacent, blue and so on.
There is no denying that, in the field of strangers friends, in addition to the strange one alone, the rest are in the groping development, has not yet formed a climate. But even if the MO is not formed as a micro-letter absolute Advantage, and later in the wind cast in the pursuit of competition is increasingly fierce.
The wind throws the hot
There is never a lack of opportunity in the social sphere, especially for strangers.
"In the area of acquaintances, the digital Sky Technology Investment Group (DST), which has been facing, has a total investment of about 40 million dollars.
In addition, the industry also said that Mo Mo completed a new round of financing this May. According to this round of financing, the case is estimated at 2 billion U.S. dollars, before the second round of the capital financing, the external valuation of about 500 million U.S. dollars.
And the financial weekly reporter call Mo Mo founder Yantan, he to "nearly a year not to be interviewed by" refused to disclose any information.
The pain point is sticky and trusting
Mo inside does not agree with "transformation" one say, its saying is "The change of a succession is to the user needs to explore and satisfy". And this change is imperative, do not alter the original "about cannon artifact" impression, the Mo will be difficult.
"The impression of the cannon artifact will limit a lot of things, one is the internet industry more and more stringent regulation, if a software is a lot of people think is looking for one night stand, then it is easy to be monitored by the authorities." Mobile phone clients are still relatively lax regulation, but the latter will certainly strengthen; the second is similar to the bad currency expelled good currency, a software if the first impression is to find a night of love, on the one hand, many serious people will leave, and the mind of the mess, more like to come, more just want this to the mo. "A former Internet venture person told the Http://www.lczb.net reporter.
At present, across the stranger dating software market, there are two major pain points: first, the user stickiness, how to enhance the natural weak relationship between strangers;
"One of the biggest problems with a stranger's software is the longevity and stability of the user, and acquaintances are not related, but strangers are unstable because there is no offline relationship," he said. In fact, the solution is to make this relationship better by group. I think the MO is a very good try, I personally is very optimistic about the MO, I think in addition to micro-letter, it is certainly currently the second largest IM, of course, not the other things Tencent department (QQ, Space). "Wang Shiyu said.
Another entrepreneur who is starting a new software for making friends with strangers says: "Mo to go forward, just rely on strangers social affirmation is not, viscous enough, but if the transformation, do group social networking, self-building groups, such as living in the vicinity of the community badminton or financial Group, users will be more. ”
In fact, in order to precipitate the user has developed a group of social speed alarming, has been active 3.56 million user groups.
The "trust" problem between another stranger, the micro-poly seems to do better, the positioning of the micro-poly, according to its founder Gio Yi is "committed to resolving the user communication efficiency and the trust of strangers social Pain point, do the second generation of strangers dating products." In the micro-Poly 1.0 version, the use of "appointment purpose before" and "virtual object interaction" function directly solve the problem of efficiency. And 2.0 will solve the trust problem.
In its new version, added the innovative function of the "six-degree space", micro-poly opened the mobile phone Address book function, and based on the analysis of the Address book relationship to the user to recommend friends and other relations system. Moreover, the new edition also increases the individual evaluation system to guide the user to the benign development. Micro-clustering will evaluate the right to the full user. Each user with five growth levels, to achieve a certain degree of activity can be evaluated after the interaction of the other, the evaluation criteria are divided into good three levels. In addition, the new micro-poly access to the public comments data, in the business model of the perfect formation of the mobile O2O closed loop.
For the current stranger dating market, Wang Shiyu says, internet things are always at risk, how they can capture the needs of users and create long-lasting values that they need to consider.