"Currently, Goose Factory and Rice have no objections to the share transfer after obtaining the prototype, and we can prepare to sign the contract."
"In addition, the transfer of shares involves a lot of people who need to handle it in the middle."
"Including the lengthy negotiation process we had with Goose Factory and Rice, it involved the heads of various departments including legal, finance, and technology."
"Later, Goose Factory and Rice each found external agencies to estimate the market value of Kechuang Biotech. The news has now spread to many people."
For a company like Kechuang Future to transfer shares, news will inevitably spread.
As the number of negotiations increases, more people know about it, and the authenticity of the news rises sharply.
Even Kechuang Biotechnology has developed the next generation of brain-computer connection technology, and Ahri has received the news.
In the era of crazy expansion of Internet giants, Internet employees have a consensus that it is better to wait and jump.
Waiting for the company to raise wages will not be as big as changing jobs.
So much so that some people jump several times a year. This phenomenon has improved after 22 years. Programmers no longer dare to change jobs casually because too many people have graduated.
If you go from here to there, you will be "graduated" before completing the probation period.
Generally, when employees of large factories graduate, they will give priority to new employees because the termination compensation is small.
Then consider optimizing old programmers over 35 years old.
Because personnel flow between major factories is frequent and fast, it is almost impossible to hide secrets.
This is especially true for companies that have received a lot of attention, such as Kechuang Future.
In the past two years, thanks to the global popularity of brain-computer connected VR, the Internet market has ushered in a recovery.
The online ride-hailing ecosystem in Xier Banner is gradually returning to its former glory.
They are not very good at the underlying technology, but when it comes to innovation at the application layer, no one in the Chinese companies can do anything wrong.
More and more people can see that VR is the next explosive growth point.
"Both Ahri and Byte want to buy some shares of Kechuang Biotechnology."
"Ali and Byte know that we have obtained 50% of the shares, and they hope to buy some shares from Goose Factory and Rice."
“Among them, Goose Factory would definitely not be sold to Byte, so Byte wanted to buy from Rice, and then Ahri found Goose Factory and Rice at the same time.”
Some time passed after the May Day holiday, and the second-generation brain-computer connected VR sample provided by the R&D team in Lion City was sent to Goose Factory and Rice.
Although Zheng Li is no longer in the Lion City, it is still the main research and development base for brain-computer connection related products.
Zheng Li participated in the research and development work of Lion City through remote guidance.
Under the training of Zheng Li, Li Wanqing has been able to stand alone in the field of brain-computer connection.
Later, Kechuang Biotech and Li Wanqing signed a new non-competition agreement, which was far more stringent than the previous one.
After listening to Li Miaomiao's report, Zheng Li said: "If I remember correctly, doesn't Byte have a VR brand?"
"I remember their VR product was called pico, and I played it at the time."
Li Miaomiao looked at the document in his hand and said: "Yes, Byte will spend 9 billion RMB to acquire Xiaoniaikan, which is the parent company of the pico brand in 2021."
“Compared to Internet giants in the same industry, Byte entered the market relatively late.
FB launched the VR social platform Facebook Horizon as early as 2019, and later launched the virtual reality conference network space. "
"As a domestic company that benchmarks Facebook, there have long been rumors in the industry about Byte acquiring Xiaoniao."
"Before we entered the VR industry, Byte had a good life for a while. Pico occupied 80% of the domestic market share by virtue of its traffic entrance second only to Goose Factory."
"Pico has been in decline since the advent of futureverse. Pico, which is priced at 2,000 yuan, originally hoped to make money from consumers through its subsequent software business."
“Last year, thanks to the global popularity of brain-computer connected VR, Pico’s annual sales increased slightly.”
“But the annual per capita payment after customers purchased pico plummeted.
According to a survey conducted by PricewaterhouseCoopers last year, global VR brands have experienced a significant decline in annual per capita payment.
According to the analysis of its analysts, due to the strength of brain-computer connection VR, these VRs have become more of a tool for users to watch VR live broadcasts.
Among them, the live viewing content is not only the brain-computer connected VR game live broadcast, but also Byte’s own VR version of Douyin and Douyin live broadcast. "
Goose Factory has launched a special live broadcast software that uses three cameras to convert the host's whole body into VR images, which are provided to its live broadcast platforms.
Byte later also launched a similar application, and VR live broadcasts can be displayed in 3D.
It is welcomed by the majority of LSPs.
Therefore, no one buys pico's paid apps. Instead of spending money to buy game experience, it is better to just watch others play.
Games on brain-computer connected VR are much more enjoyable to watch.
"Affected by this, there were even rumors this year that Byte wanted to sell Pico."
“But VR is undoubtedly a very important ecosystem. Byte hopes to make early plans for VR, and they hope to participate in the future of science and technology.
In addition, Byte also approached me and expressed its willingness to sell it to Kechuang Future as a pico package. As a low-end VR brand under Kechuang Future, it will form a product matrix. "
There are certain similarities between the VR industry and the mobile phone industry.
Domestic and foreign mobile phone manufacturers, even Apple, need different products to cater to users with different spending power.
But Apple’s minimum threshold is not low either.
Not to mention other mobile phone manufacturers, from the price of 1,000 to the price of 10,000.
I’m talking about Huawei, a Porsche co-branded model with a low-end price of over 1,000 yuan and a high-end price of more than 10,000 yuan.
Li Miaomiao continued: "In my opinion, Byte wants to sell Pico, but after they sell Pico, they don't have much layout in the VR field.
Therefore, they want to take the opportunity to participate in science and technology to create the future. "
"As for Ahri, Ahri has wanted to cooperate with us for a long time. The reason we brought it up again this time is because VR shopping is becoming increasingly popular and they are facing an embarrassing situation in the field of VR shopping."
“JD.com is almost overwhelming Ali in the field of VR shopping.”
JD.com has begun to lay out the field of VR shopping a long time ago. As early as 2019, JD.com joined more than 30 upstream and downstream companies such as Intel, HTC, NVIDIA, and Baofeng Mojing to establish the first VR/AR industry alliance in the e-commerce field.
Of course, Ahri’s actions are faster, and Ahri’s buy+ plan in the VR field is earlier.
When Kechuang Biotech announced its entry into the VR field, JD.com started developing a VR home decoration app almost simultaneously.
You must know that in the past, whether it was JD.com or Ali, the technical route for home improvement shopping has always been ar.
When JD.com’s executives learned that Kechuang Biotech was going to develop VR, their immediate reaction was to apply brain-computer connection technology to the VR platform.
They realized that this was a once-in-a-lifetime opportunity, so they did not hesitate to give up the technical route that had been invested in research and development for many years.
JD.com launched the JD VR home decoration app at the beginning of this year, with both VR and mobile versions.
The mobile version uploads basic data and enters residential images according to the app requirements.
Then a 3D image of the user's residence will be generated on the VR side, and the user can play freely.
JD.com has also signed more than 3,000 online VR interior designers to provide users with paid home decoration services.
It is equivalent to users being able to freely add furniture decorations to their homes in VR, and if they are satisfied, they can place an order in real time.
At the same time, if it is a rough house or you want to renovate it, you can pay an interior designer to design it and then you can change it with one click.
After the change, everything can be purchased directly on JD.com with one click, including the cost of the decoration team.
JD.com is equivalent to integrating home furnishing, decoration, electrical appliances, etc. into the home decoration app.
With the help of this product, JD.com can’t beat Ali in the field of VR shopping.
Ali is still stuck in 3D modeling, while JD.com has already created integrated home improvement shopping.
JD.com has captured 20% of the market share in related fields.
The problem is that if Ali wants to develop such an app now, it will take at least half a year.
It also involves signing an interior designer, contacting the decoration team, etc., which also takes time.
Unlike JD.com, which has always operated its own logistics and has rich experience in offline operations, Ali has always been resistant to heavy assets.
The relationship between Hema and Taobao is average.
Although Jingdong also graduated, Goudong is still more kind than Ahli.
JD.com’s delivery boys all sign contracts directly with JD.com, while Hema’s front-line employees, except for the management, all sign labor dispatch contracts with outsourcing companies.
Closer to home, Ahri was badly beaten in the field of VR shopping.
Ahri is already deploying troops to develop software similar to JD.com’s VR home decoration app, but it will take time.
They are afraid that even if they develop it, they still won't be able to beat JD.com, which has a first-mover advantage of nearly a year.
For Ali, not only JD.com, but also ByteDance and Pinduoduo are also developing similar apps.
With a wolf before and a tiger behind, they placed their hope in investing in science and technology to create a better future.
Ahri has been having a hard time these past years.
The sudden rise of Douyin shopping puts a lot of pressure on them.
The competitive pressure from Pinduoduo, JD.com and Douyin Shopping has left Ali struggling.
For products in certain fields, VR shopping is a more intuitive and effective way to promote products than short video shopping.
JD.com relies on home apps, while Douyin relies on VR live broadcasts to sell goods.
Douyin’s market share in the clothing segment surpassed JD.com for the first time, but JD.com’s market share in this field has not declined much.
Because Douyin is grabbing the market share of Ali and Pinduoduo.
“But Ahri and Byte know that we hold 50% of the shares, so they will definitely not sell them.
So they looked for the other two.
In contrast, Goose Factory is not short of money and should not agree.
It's hard to say for Rice. They may sell some of their shares to ease the pressure on cash flow. "
Rice's assets are too heavy. Whether it is the mobile phone business or the automobile business, the investment is large, the turnover is slow, and the financial pressure is great.
Especially in the past few years, under the environment of economic stagnation and downturn, the mobile phone market has not only been unable to maintain its previous high growth trend, but has even faced the embarrassing situation of shrinking.
As for Mi Auto, as a new player, it has to occupy the market even if it loses money.
Although rice cars are selling well, they have not yet achieved profitability.
Therefore, Li Miaomiao judged that in the face of cash flow pressure, Rice may sell some of its shares in Kechuang Future.
Zheng Li asked rhetorically: "We purchased 5% of the shares from Daomi this time. Based on the valuation of one trillion yuan, is it still not enough after giving them cash?"
Zheng Li recalled that Lei Jun had taken Fanke as an example and told him not to do too much business and to do his main business well first.
But rice is now developing almost the entire industry chain.
Li Miaomiao nodded: "Because the competition in the field of new energy vehicles has been too fierce in recent years."
“And rice cars entered the market too late, and there are no government subsidies for new energy vehicles.
It is equivalent to rice using its own money to subsidize customers and achieve the purpose of exchanging funds for the market. "
"The most emphasis on new energy vehicles in the past two years is autonomous driving technology. 50 billion can play a role in improving rice's cash flow."
"But if they get more cash, they can expand their investment in rice cars."
According to the financial report, Rice’s total liabilities in 2021 will be 24.3 billion yuan.
In 2025, the debt has exceeded 30 billion yuan, and less than 8 billion yuan is indeed not enough.
Zheng Li: "I understand, we don't need to interfere in this matter."
"Ali and Byte want to enter the game to see if they can impress Da Mi."
According to the 2021 financial report, the cash flow of rice is about 14 billion yuan, and the cash flow of goose factory is close to 40 billion yuan.
The goose factory has no heavy assets, its cash flow is good, and its debt pressure is not as great as that of rice.
The two companies that particularly wanted to buy shares were his old rivals, and Goose Factory obviously wouldn't sell them.
Li Miaomiao continued: "Goose Factory knew that Byte and Ahli wanted to enter the market, so they thought they might as well buy the shares that Da Mi wanted to sell from Da Mi."
"Companies such as Pinduoduo, JD.com, Qiandu, and Huawei are also interested."
“Qiandu’s business overlaps little with ours, but Huawei has proposed a very promising and interesting direction.”
"Huawei hopes to cooperate with us in the VR field and create industrial VR."
Hua Weifang's senior executive and Li Miaomiao were talking about the industrial metaverse. When Li Miaomiao heard this, his eyes almost flew to the sky.
But the direction proposed by Hua Wei interested him.
Because industrial VR itself is also the development direction of VR technology.
There have been companies that have been engaged in industrial simulation VR for a long time, and the one that is more well-known to the public is Microsoft.
The industrial metaverse developed by Microsoft is relatively mature and has a certain number of customers. Microsoft calls itself the "Industrial Metaverse."
Industrial VR is just industrial VR, what are you talking about?
Among them, Kawasaki Heavy Industries, like Neon, allows workshop workers to wear Microsoft Hololens headsets to assist in production, maintenance and supply chain management.
It also had Heinz and Boeing as customers before.
Microsoft entered the market relatively early.
Huawei has also always wanted to develop its efforts in the field of smart industry. Their industrial business was first oriented to coal mines. They are known as Huawei Coal Mine Legion and apply Hongmeng operating system in coal mine scenarios.
In the era of smart industry or Industry 4.0, industrial simulation VR is an unavoidable topic.
Huawei has been in contact with Kechuang Future and hopes to reach cooperation.
However, the specific cooperation methods and cooperation scenarios have not been determined.
The industrial VR proposed by Huawei this time made Li Miaomiao feel like he could try it.
