"The prosperity is gone and the land is covered with chicken feathers!"
Li Jie said this in a sonorous and powerful voice, seeming very sure that live streaming and the sharing economy have no future.
If the hottest word in the investment circle in the past year or five was O2O, then this year it is live streaming. In 2015, there were nearly 200 online live streaming platforms nationwide, and so far, this number is still growing.
A prosperous dragon has regrets, and its profits will not last long!
Chen Tianlin has a rich resume. Since the birth of the first group buying website in early 2010, domestic group buying websites have sprung up like mushrooms after a spring rain in 2011. In just one year, more than 5,000 group buying websites have been established, including Ali, Penguin, Qian, etc. Such a giant will end in person.
However, looking back, how many companies can successfully go ashore in the Thousand Regiments War?
Strictly speaking, there is only Xiaohuangtuan, and because of the subsequent dispute over the food delivery platform, if Xiaohuangtuan had not merged with Dianping.com, history might have been rewritten.
All history is contemporary history. Today’s live broadcast market is very similar to the Thousand Group War a few years ago. Because of the lessons learned from the past, the capital market has always exercised restraint on the live broadcast industry. Otherwise, there would never be only more than 200 live broadcast platforms.
Although Chen Tianlin himself has a pessimistic attitude towards the live broadcast industry, this does not affect his ability to make money in it. To put it bluntly, investing is all about passing the money around. As long as someone takes over, you will never lose money. Every capital expert is convinced that he is not the last to enter the market. That person.
Some time ago, Chen Tianlin just casually invested in two start-up companies in the live broadcast industry. One was a former Shark executive and the other was a related investor. For him, it didn't matter even if the investment of several million was wasted. After all, he was a venture capital investor. , no one can guarantee success, there are too many variables.
Chen Tianlin did not invest randomly in these two projects. With the abilities and backgrounds of the founders of the two companies, there will definitely be no problem with at least the subsequent rounds A and B. As for the subsequent rounds C and D, E, F and other rounds can be It’s hard to say.
At that time, he might have already escaped and landed. Originally, Chen Tianlin was planning to give it a try. After all, the capital pouring into the live broadcast industry was so hot that he didn't have to worry about taking over. But after hearing what Li Jie said today, he was Somewhat guilty.
If Li Jie is not optimistic about the live broadcast industry, Chen Tianlin can understand it, but he cannot understand the views of the sharing economy. At present, the investment circle unanimously believes that the sharing economy is the next important trend. The key is that the profit model of the sharing economy is to see Earned and sustainable.
Thinking of this, Chen Tianlin lowered his body decisively, showed a smile that he thought was kind, and asked earnestly.
"Xiao Xie, brother, I'm a little stupid, can you help me clear up my confusion?"
Li Jie glanced at Chen Tianlin with a smile. He didn't believe that Chen Tianlin couldn't see the fatigue of the live broadcast industry. If Chen Tianlin really didn't understand, how could he get to where he is today? I'm afraid what this guy wants to ask more about is the sharing economy. .
'Want to have sex for free? '
'Forget it, it's not an important thing anyway, just say it. '
Never look down on others. No matter what time it is, no matter how popular the industry is, there will always be naysayers, or sober ones, in the market. However, most people are blinded by the news, and it is difficult to listen to these naysayers. Bad remarks, what Li Jie is going to say next, there are basically similar views in the market.
The only difference is that the other party is a prediction, and I am a prophecy. The difference between one word and one word makes a huge difference.
"Haha, you dare to disobey me, but Brother Chen, let me declare in advance that this is just my family's opinion. It's entirely up to you to believe it or not."
Chen Tianlin said with a smile: "Haha, I must believe what I said!"
After saying this, Chen Tianlin made an expression of listening carefully, and Li Jie slowly spoke out the remarks he had prepared before.
"Brother Chen, to put it bluntly, there is no essential difference between live streaming and previous O2O and group buying. Traffic is king. It is mainly driven by capital in the early stage. It will only be monetized after it forms a scale effect and becomes a unicorn in the industry."
"Of course, live broadcast can also be a new entrance to traffic, but it does not develop overnight. After a year of development, the live broadcast industry seems to be full of hills and is in an era of fragmentation. In fact, it has begun to develop. This enterprise has already taken initial shape.”
"At this time, companies entering the live broadcast industry basically have no return. After all, the cost of the live broadcast industry is very high, not to mention the astronomical bandwidth costs. Just talking about user acquisition costs, star anchor contract signing costs and brand promotion, generally small To be honest, if a large-scale startup company wants to stand out with millions or tens of millions of investments, it will be as difficult as climbing to the sky!"
"The 'Matthew Effect' is especially obvious on live broadcast platforms. The larger the platform, the greater the traffic. The strong will always be strong, and the weak will become weaker. Unless you spend huge sums of money to enter the market, I believe it is impossible for Brother Chen not to see this. This behavior is obviously not worth the gain.”
Chen Tianlin smiled and nodded. In fact, it was not that he had not considered what Li Jie said, but it was just like what Hegel said.
The only lesson that human beings can learn from history is that human beings never learn from history. History always repeats itself. The essence of human beings is repeaters.
Looking at the business ecosystem in recent years, whenever a certain industry is in the spotlight, a group of companies will immediately swarm in with money in their hands, and no one believes that they will be the one to take over.
Finally, until the tide recedes, the most embarrassing thing is the 'naked swimmers'.
Then, the process repeats itself until the next storm arrives, and history is always surprisingly similar.
Just when Chen Tianlin was about to continue listening, the voice stopped suddenly. After thinking about it, Chen Tianlin understood what was going on and cursed secretly.
'Confused, really confused! '
'I'm addicted to whoring for free! '
There is no reason in this world to just let the horse run without letting it eat grass. If you don't promise anything, it's right for the other party not to continue talking.
It was too late to say it, but it was too soon. Li Jie just paused for a few breaths. Even if Chen Tianlin didn't say anything, he would continue talking, but a smart person would definitely not do this.
"Xiao Xie, I see that your job intention is in the operations department? Is there any misunderstanding in this?"
Li Jie shook his head: "No, I want to experience what a backend company is like. As you know, Brother Chen, I was responsible for investment work at Goldman Sachs before, and I have always been curious about what the backend company is like."
Chen Tianlin nodded thoughtfully: "Well, brother, with your resume, starting from Analyst (Analyst) is really an inconvenience. Let's start directly from VP (Vice President)."
