Thunder: The "heir" of watercress

　　Unlike many companies, watercress has been a "leisurely" development of the feeling, therefore, in the The world of the Internet, it has been hailed as a slow company, it does not seem to like the fashion, and sometimes do something outsiders do not understand things (such as Alpha City). Watercress users have been developing fast, and other companies what a year or two tens of millions of users or even billions of dollars, there is no way than, until the year before and Tencent cooperation after the growth of users slowly began to rise. Not only that, watercress founder Yang Bo also gives a very calm image, slow, low-key.

From this point of view, in fact, the Thunder is a bit like watercress, walking is not a rapid growth of the road. In the industry, Shenglong is not a like the founder of publicity everywhere, until the IPO failed, Zou did not think how to communicate with the media. This is a believer in technology for the king of the product to speak, has a strong "engineer thinking."

But as you can see from this interview, Shenglong's slow, and Yang Bo's slow is actually different. Yang Bo really don't want to be quick, but Shenglong don't want to be a slow company. This interview mentions three important nodes: 1, the Thunder 06 originally had the opportunity of transformation; 2, Thunder once put 300 million want to occupy video market; 3, Thunder IPO failure, according to Zou's argument, is too self-confident.

An enterprise that has roughly three interconnected rings: goals, strategies, and tactics. Goals, Shenglong and Yang Bo like, have a big dream, trying to do a service to a lot of people (not necessarily the highest profit margin of the company), tactically, the Thunder and watercress are similar, basically belong to slowly advancing the product of the digital company. But in strategic considerations, Yang Bo is typically not impatient, and Shenglong is not. The reason for his reflection is that he thinks he is slow.

The article mentions, Zou thinks the Internet four domains portal, search, IM and download. Since the first three have bred large companies, there is no reason to download will not make a giant. Shang deep technology and product methods to "grind" a large company, at least in the Internet, the rapid development of the field, strategic choice is problematic.

To change this situation, it is important to judge timing. The venture capitalist circle has a famous saying: When pigs stand in the tuyere, pigs can fly. The point is the timing of this "tuyere". Thunder of these three nodes of the fault, and timing. In addition to the failure of the IPO is not too much of the fault of Zou, the other two, are Zou-doing things do not see the results of the trend. Yang Bo not with the trend of his own he would like to slow the truth, but Zou since want to do overlord giants, have to rise with the trend.

This interview made me read the "tangle" of Shenglong. On the one hand he emphasized "between ' first ' and ' after ', I would rather choose the ' after ' point, on the one hand hoping want to occupy a market, to achieve a big business dream, so" but often sometimes ' after ' point, the other risk is not, so this is a difficult to weigh the problem. " ”

Can the Thunderbolt change? I personally think it's hard. According to Shenglong, he and his start-up partners firmly control the company, the founder's personality has determined the company's personality. Zou may wish to quickly seize a market, circle their own sphere of influence (but also very large) this idea down, along their own personality slowly, and it is not a road? Because the foundation of the Thunder is very good, the user base is sufficient: The quantity is big, has the viscosity, the loyalty is also high. In such a specific premise, the thunder slowly grind slowly boil, may not have no chance, and very important point is: it has passed the stage of nursing by venture capital.

Some things will come to the winds, desperately, against their temper, is not good.