The beauty of grapefruit, from moving four small king look at the next 1 billion dollars

The development path of the four kings shows that the opportunities for the mega-platform are getting smaller, but the vertical business opportunities are just beginning.

The recent investment and financing market is a mess, companies are frequently released from well-known investment institutions millions of, tens of millions of of dollars news, compared to a few years ago, the traditional Internet entrepreneurship projects, mobile Internet start-ups are like in the rocket speed Sprint, or to the sky, or fast-growing quickly die. "If the volume of the product does not rise in a straight line, it means that the demand point is not allowed, because the user change is blowout." "Drop a taxi founder Cheng Wei said.

In the first half of this year, the new round of financing of the drop-by-taxi has been valued at more than 1 billion dollars, and now it is heading for the billions of dollars in the club, a company that has just 3 years, and has been selected as a classic case of Harvard Business Review for its tough play, innovative business

Before it, the stranger has already been among the 1 billion U.S. dollars camp. Who's the next 1 billion bucks? "Today's headlines and grapefruit are strong enough to be expected in the mobile internet market," said two companies. "Zhou Zijing, founder of the Ether capital, said. Not so long ago, today's headlines completed a new round of financing, valued at $600 million trillion;

The 2013-born grapefruit, because of its explosive growth rate, valued over 200 million dollars, the headlines and grapefruit is generally considered to be entrepreneurial upstart, is running on the 1 billion dollar road. In the investment sector, the street is the most famous grapefruit, the mobile internet in the last 3 years, the most dazzling star in the market, was created to call mobile four small king.

Why are these 4 companies?

Cost killer

As a pure mobile phone on the app, the Stranger drop the headlines of the 4 companies of the birth and growth, have their own era background, they condensed the mobile internet in China, but also the background of the most dazzling star start-up companies.

Let's take a look at the four small kings of their respective business models and user groups, some of them and the internet has been verified by the hundreds of billions of dollars in the direction of the Giants to appear in the new product form on the mobile internet, and some is a new business model, latent endless possibilities. Regardless of the business model or the user community, the common feature of the four Kings is that they are all cost killers. This is the core logic of their 1 billion dollar club.

What have they changed?

The 2011-Born theology has lowered the cost of social networking for young men and women, and it corresponds to the direction of Facebook, but more efficiently than Facebook, the advent of the stranger made the application of distance based on leaps and bounds, the first in a wide range of people to promote social efficiency through distance tools. At that time, mobile phone QQ also struggled in the logic of PC Internet products in the rut, and micro-letter has not yet a large-scale outbreak, which for the growth of the MO to provide space.

On top of that, the stranger evolved a broader path. Through the MO, you can quickly hook up with strangers around, or quickly join a variety of nearby fairy gossip group and their love. 2012 in the first time in the billion dollar club, to help the stranger to complete the financing of huaxing capital of a partnership said the famous "Mo Street" theory: "Mo mo is like a lively street, the streets are all handsome men and women, the most pleasant is, every handsome girl behind have profile, When you want to pick up someone, you can go to TA's home page to see his PO photos, micro-blog on the personal traces, mood signatures, career, etc., so that your accosted more targeted.

And this busy street is still flooded with a lot of O2O opportunities, nail division, Thai boxer, sell Buddha Licensing, hairdressing, to make friends, by the way to the handsome beauty shop to play a discount. "This is not the previous PC QQ features, nor is it a micro-dominated scene." Mobile Internet era came, the stranger caught the opportunity of strangers, and micro-letter also achieved dislocation competition, this let Mo in later smoothly into the 1 billion dollar club.

Dropping a taxi is a cost killer for traffic. is a business model that is not on the PC Internet, it represents the direction of changing the city's traffic, so that the travel industry more efficient. A story is, drop a taxi business is inspired by the theology of the Stranger was born. In the words of the United founder Wang Gang in 2012 a cold winter night, in the Royal Park roadside waiting for one hours did not hit the car, think to do based on the location of the taxi is reliable. It turns out that the drop-by-taxi has really improved the efficiency of the city's rental capacity. It makes it cheaper for people to travel.

The headline of the 2012 birth has dramatically reduced the cost of getting information, and Google's business logic is based on massive data and algorithms to make content distribution more accurate. 2012 Zhang Yixi from 99 out of business, Sina Sohu and other giants have not attached importance to mobile phone clients, NetEase client is still groping direction, but mobile internet tide is coming, people desperately need to get a huge amount of information on the mobile phone.

Zhang Yixi's first product was a funny picture. This is an app that aggregates the funny pictures of PC Shanghai, using users ' daily clicks to learn about the user's behavioral data and to recommend the pictures he likes. At that time, the funny picture launched less than one months, solar PV reached 10 tens of thousands of, Zhang Yixi's grand dream is through large data for users to accurately push the information he wants, this and he in cool news, 99 room business experience is closely related.

Today's headline product logic aggregation of a large number of information, according to the user's preferences for accurate push, users do not have to label, do not look at the classification, do not need any screening operations, you can see the first screen of the natural recommendation of the information, which allows users to access information more simple and efficient. "Now our users in the headlines of today's reading behavior produced a huge amount of data, and based on these data, we are constantly refining the granularity, in the future will even combine geographical location, to achieve personalized push." "Zhang Yixi said.

American Pomelo was born in 2013, founder Chen Fangyi believes that grapefruit is to pass tools + community path, reduce the cost of female friends, experience and access to services. He is the youngest to move four young entrepreneurs, born in 1986, but he has 7 years of entrepreneurial experience, experienced the rise and fall of the PC Internet age, the ups and downs of the Electronic Business era, in 2013 into the wave of mobile Internet, Chen Fangyi comprehensive platform of the opportunity has been very little, The vertical market has many opportunities.

In all vertical markets, Chen Fangyi believes women will be the biggest vertical market, this is also the logic of the introduction of grapefruit, he created the grapefruit will serve from the adolescent to menopause women, in this long cycle, the United States and Pomelo will continue to introduce new service category to increase the wealth of women's services. Pomelo from the line to date in the year, has 50 million users, DAU350 million.

"Moving the four small King's common characteristic is seizes the huge information asymmetry opportunity, in the supply and demand both sides potential energy imbalance situation, through the enhancement Efficiency tool, lets the traffic flow, the information flow, the flow of people from the high potential energy direction flows the low potential energy, thus reduces the human living cost." "Huaxing Capital a partner thinks.

Next 1 billion Dollars opportunity

What the MO do is social entrance, drip do is the city entrance, the headline is to do is the information entrance, the beauty pomelo does is the feminine entrance ... These entrances are of great value. If the move to four small Uranus success is to help users transfer costs from the client to the server side, so that the user's choice of low-cost, more efficient life, then the next 1 billion dollars in the opportunity where?

Vertical Markets – This is the consensus of many mainstream investment agencies since last year. The opportunities for a super platform are dwindling, but opportunities for deep supply chain integration on the mobile internet are blossoming. Mother and child, tourism, financial management, education, entertainment ... All kinds of vertical fields have bright companies emerge.

"It's like the geometric midpoint, the line, the plane, the infrastructure, the 3BAT, the infrastructure of the mobile Internet, and they can throw in a lot of the infrastructure to build up their basic services that startups can't reach." "Grapefruit founder Chen Fangyi that he played a metaphor, such as micro-letter is the infrastructure, relative to the micro-letter, BoE, the public comment is the vertical line, and the point is the public number." Point of opportunity will always exist, but each point is difficult to big, it does not change the industry, and vertical has the opportunity to become large companies. This is why he chose to be a beauty pomelo to serve as a female.

Indeed, inserting a line between the point and the surface, they can jump off the super platform and independent existence, as an independent flow portal, such companies have great commercial value. In the PC Internet age, Baidu is the largest UGC platform, its ecological system is open, users can be in any forum, website or Baidu's own bar UGC content, and then Baidu Crawl aggregation, by Baidu to carry out traffic distribution, this super platform with hundreds of billions of dollars worth.

and the micro-letter ambition is to create a closed-loop information on the phone, flow distribution ecology, so all kinds of micro-letter can be independent of the vertical platform more valuable, such as Mushroom street, Beautiful said, MA honeycomb, spicy mom to help, understand the ball emperor and so on, they are independent of micro-letter and become a vertical flow entrance, but also the need for micro-letter CP. More vertical opportunities are just beginning, whether in the ecosystem or beyond the super platform.