As for Fang Xudong's statement, Li Mu agreed with him very much.
He has long realized that this kind of community product can't be the real core product, and the products that can't generate strong demand for users are not suitable to be taken as the core, so he will lay out YY and prepare to use instant messaging software as the real core of Muye technology.
Fang Xudong can see the essence and weakness of tieba, and also can see that the technical talents have quite profound opinions on the industry and products.
Li Mu asked him, "in your opinion, what is the core of the future development of Muye technology?"
Fang Xudong hesitated for a moment and said with a smile, "I can't say that. If you just let me talk about the products with strong demand in the market, I can say my own opinion. But if you let me talk about Muye technology, I'm afraid that what I say will deviate from the actual situation of Muye technology."
Li Mu said with a smile, "just have a chat."
Fang Xudong said: "in fact, the development of the Internet is just a mature exploration of the Internet World Architecture, but in this framework, what can be done, I'm afraid it's hard for anyone to imagine. From the point of view, all products with strong demand are closely related to users' lives and habits."
"Do you think community is a strong demand? Its user viscosity is very large. Maybe the user comes to the place like the post bar, and he can watch it for several hours without blinking, but high viscosity does not mean strong demand. If he can't access the Internet in the next few days and can't log in to the post bar, he won't feel how greatly influenced his life. "
"The game is also of high viscosity and high yield, but this product has too many competing products on the Internet, and its life span is not long enough. Users will lose a lot in half a year or one year, not to mention strong demand."
"In contrast, search is a strong demand. Once you leave the search function, the whole Internet world seems to be dark to you; instant messaging software is also a strong demand. Your real friends and network friends are all here. Without it, you will become extremely lonely in the Internet world..."
Li mudian nodded: "search and instant messaging software are indeed the most demanding products for Internet users. Speaking of these two fields, do you think computer security is a strong demand?"
"Of course!" Fang Xudong said with a smile: "the market space of antivirus software and firewall is very large, but this kind of strong demand can't realize the focus on a single product, just as we all need to eat, but not all of us eat the same thing. There are too many competing products in the computer security market, so we can only say that the demand is really strong, but for enterprises, we can only regard it as a common low Frequency product positioning, so I don't think any company can become a top Internet company by computer security. "
Speaking of this, Fang Xudong laughed at himself and said: "maybe if what I said just now is passed on, many people will say that I am too arrogant, but I think that is the way things are. Computer security software itself is a small part of the Internet, just like the positioning of airbags in the whole automobile market: it is very important, but in the whole automobile industry, the proportion is too small. ”
Li Mu nodded approvingly: "the market significance of computer security is not big enough. No matter what the security software is used for, it is still a product with low frequency of use. Although it protects the computer security all the time, at the user level, most users can't remember it when they use the computer normally. He can The impact on users is too low. If you want to do ecology based on security software, the imagination space is really limited. "
Li Mu's first thought was that Qihu 360360's users exceeded 500 million at the highest time, and the installed capacity accounted for 94% of the total number of domestic PCs. what was his value at that time? Before delisting from the NYSE, its total market value was less than $10 billion.
There are 360 security assistant, 360 antivirus, 360 mobile assistant, 360 browser, search engine, 360 hardware, 360 mall and a lot of other products on the plate of less than 10 billion US dollars, but at the same time, Tengxun was almost 25 times more than him.
So Fang Xudong is right. As a computer security company, it can't be the top. 360 users don't have high viscosity. Most of the installed users don't even bother to register. The user value is a little lower than that of Tengxun, Ali or even Baidu. In Li Mu's opinion, it's hard to be the top because its core products are inherently deficient, so it follows Teng Training can never stand on the same level, and will only be more and more far away.
Fang Xudong didn't expect Li Mu to be the same as he thought at this point, and he thought that the development space of computer security was not big enough, and he had a better impression on the young man. It wasn't that he was conceited, or denied the security field, but he thought it couldn't be extremely big, and Li Mu's view coincided with his own.
At this time, Li Mu asked him: "talk about Tengxun and Baidu"
Fang Xudong said with a smile: "you have a lot of origins with Tengxun. Let's talk about it first. Although Muye technology has won Tengxun and won a lot in the Q Bar and QQ fishing ground, the foundation of Tengxun QQ is actually much stronger than that of tieba. Although they now have market share of instant messaging It's very high, but its wings are not yet full. At this time, it's unreasonable to compete with Muye technology in other fields. If they put most of their energy into making QQ higher, and really make it a fist product of Internet social interaction, a small amount of energy is put into matching with QQ, which is the core product to extend. It will become one of the top Internet enterprises in China soon Member. "Li Mu smiled and asked, "Baidu?"
"Baidu has taken the lead in strong search. Google's current development direction is mainly based on English search. From the perspective of the current computer users, English is still the most important and the most used language. Now even if Google wants to compete with Baidu in the domestic market, it is impossible for Google to lose sight of one another like Tengxun's Q Bar and QQ fishing ground. It must First, establish its dominant position in English search, and then it may compete with Baidu. If Baidu is smart and hardworking enough, before Google enters China, it should have become the top Internet company in China. "
Li Muxin said that he is really a talented student. He has a very clear vision of the problem. Google just can't worry about the non English search market now, so it won't worry about Baidu's growing up. Instead, it will continue to steadily make its core products to the extreme. When the core is stable, it will try to enter the markets of other countries.
If Tengxun also has this vision, they will not follow the trend in the Q Bar and QQ fishing ground. It can be seen that the gene of Tengxun's following the trend has existed for a long time, but in this period of last life, they did not find a suitable following product. Their own appearance, like planting a few wild flowers beside the development road of Tengxun, made them unable to bear the loneliness Stop and try to pick.
Li Mu, who was eager to bring Fang Xudong under his command, asked with a smile, "are you interested in going back to China for development?"
Fang Xudong nodded and said, "yes, there is, but at present, there is no very suitable opportunity."
Li Mu didn't make a detour either. He threw out the olive branch directly: "do you want to consider the technology of pastoral area?"
After talking with Li Mu, Fang Xudong has a very good impression of Li Mu. But if he talks about employment, the attraction of Muye technology to him is still not enough. He thinks that the follow-up development of Muye technology may be a little weak. Besides, with the current product structure of Muye technology, he has little use.
At the thought that the two people were still talking about speculation, Fang Xudong didn't talk to Li Mu about those farcical and polite words, and said directly: "Muye technology is developing very well now, but I'm still worried about its future development space. Another, if I join in, what position would you like to put me in?"
Li Mu smiled: "CTO."
Fang Xudong said: "what are the main technical requirements of Muye technology? Post Bar follow-up development, or the game? "
"To be honest, happy farm is a game, you should be able to see which one I value most," said Li Mu, waving his hand
Fang Xudong nodded and said, "user contacts."
"That's right." Li Mu said: "to really play games, I have another company shell, and I have bought a game from South Korea. Now I'm in the process of internal testing. On the other hand, I'd like to introduce the current affairs of Muye technology to you. As you said, the post bar is not suitable for core products, so I've been brewing a real core product for Muye technology. Now It has been developed to the end of the year, and can be tested internally in years
Fang Xudong's eyes brightened: "can you tell me what kind of product it is?"
In Fang Xudong's view, since Li Mu denies the possibility of tieba as the core, the real core he chooses must be bigger than tieba, which may be instant messaging, but Fang Xudong is not sure.
Li Mu didn't answer Fang Xudong's question, but said, "I'll tell you about the layout of other aspects. Finally, let's talk about the question you just asked me. You just said that there are search, social interaction and security in strong demand, but there is no e-commerce or payment channel. In my eyes, these two are big areas of strong demand."
"E-commerce will become a new global business model in the future, including but not limited to retail, wholesale, customization and cross-border e-commerce. Therefore, e-commerce platform is imperative. It may seem that e-commerce is still in its infancy, but it will certainly become a behemoth of the Internet in the future. No business model of any Internet project is more direct than that of e-commerce Connect more clearly. "
"The rise of e-commerce will inevitably require the support of online payment channels. However, online payment channels are not only for e-commerce services. Strictly speaking, online payment channels will be the most critical link for the Internet to draw money from the user's pocket. Most Internet projects need a profit model. If there is a profit model, there must be supporting payment channels In the future, those who do e-commerce, games and information value-added services on the Internet need to complete the payment online, but the payment channel needs to be supported by sufficient technical strength, and also needs to get through the bank relationship, which means that the threshold is very high, not all enterprises can develop by themselves, and then they must look for open third-party payment channels to cooperate 。”
Fang Xudong is silent after listening, but there are several bright colors in his eyes. Now he and Li Mu have a common understanding in mind, that is, Li Mu's technical strength may not be as good as Fang Xudong's, but Li Mu's understanding and vision of the Internet is absolutely above Fang Xudong.
at this time, Li Mu had a faint and confident smile on her face. Then he said, "I already have the payment channel. If you know 3321, you will know Alipay. If you know Alipay, I can tell you that 3321 and Alipay are what I do. Alipay is an independent company, but it grew up in the 3321 hatch and grew up in happy farm, and now it has begun to be grand. Legend provides payment service, and it will also be the pillar of my e-commerce industry. ""When it comes to e-commerce, I will definitely start the e-commerce business in the first half of this year. I have registered all the domain names, www.taobao.com , taobao.com, taojin.com, baobao.com. "
Fang Xudong was dumbfounded. 3321 he knew that, and at that time, he didn't think much about it. He just thought that the idea was good, but there was nothing great in the technical level. But when he heard what Li Mu did, and heard that he had hatched Alipay with 3321, Fang Dongxu took it.
Li Mu post bar post is always interdependent and interrelated. It is very close to each other. With 3321 Alipay, the easy to listen network is used to maintain the post bar, and the post bar is used to maintain the happy farm. The happy farm not only revitalize the users of the post bar, but also rapidly elevate the payment channel of Alipay, and Alipay can provide services for the happy farm in turn, and at the same time, it can also provide a good service for the happy farm. After the e-commerce, and even all product value-added services to support.
Fang Xudong looks at Li Mu in shock and wonders what kind of monster this young man is. When others start businesses in the field of Internet, they are most afraid that they will succeed if they don't pay attention to one core and keep digging deeply. Instead, he doesn't layout so many products at one go, but he doesn't pay attention to one thing and lose the other. His industry chain really complements each other Interweave with each other, so that each product can become more powerful under the support of other products.
At this time, Fang Xudong was really impressed by Li Mu, a young man in his teens. He sighed and awed deeply and said, "President Li, I would like to join Muye technology, or any other shell company of yours."
Li Muxin next happy, smiled and asked him: "don't you ask about salary first?"
Fang Xudong smiled and said, "after listening to what you said, I don't think it's necessary to talk about it. You can decide."
Li Mu asked again, "then you don't want to know, what is the key point I first sold? Don't want to know what is the real core product of Muye technology? "
Fang Xudong said: "this should be the core secret of Muye technology. I should have joined in first and asked again. I was rash just now." With that, Fang Xudong looked at Li Mu and said, "but I guess it should be an instant messaging product." (to be continued. )