MTL - Wall Street Legend-Chapter 331 planning

  Chapter 331 Planning

Mr. David Geffen is kind, and Ye Dongqing also reciprocated. He called Reed Hastings, the current CEO and founder of Netflix, and asked him to help him contact Mr. Geffen to see if there is any There is no possibility of cooperation.

As for Netflix, he has been treating Netflix with the attitude of less management and less questioning. Obviously, he has not been as attentive as he is with companies such as Apple, Amazon, and Tencent. According to the current development ideas, it is enough to expand the market slowly, and it will take time to compete with the traditional video rental giants.

He invested more than 400 million U.S. dollars in Netflix. The amount of capital is not large. It has brought him nearly 100 million U.S. dollars in return for such a long time. At present, the total market value is more than 4 billion U.S. dollars, and he holds 10% of the shares. Thirteenth, the follow-up may increase investment, but the specific amount is limited. Nowadays, the focus is still on the mobile smart industry and surrounding areas, and we are continuing to look for companies worth investing in. After all, there is still so much cash lying in the company's accounts. Can continue to increase its holdings of Amazon shares.

Let Laura come over and make a phone call, go back to the hotel and have dinner, and then look at Facebook's latest financial statement, Apple will visit tomorrow, and by the way, I will also visit Amazon's California logistics warehouse , as a major shareholder, you can't just ignore the investment.

Speaking of Facebook, just yesterday, the number of its global users exceeded 220 million. This refers to registered users. The average number of daily users is as high as 130 million, which is already a very dazzling figure. In addition, there are Many accounts that no one has logged in for half a year, this part can not bring any benefits to the company at all, and can only make the figures announced to the public more beautiful.

The original profit model is no longer suitable, and advertising is still the focus. However, third-party app sharing and game sharing models are also being explored. Recently, it is also considered to optimize the previous advertising promotion model and adopt a more accurate advertising matching model. Facebook It has mastered various data of more than 100 million users, such as interests, occupations, home addresses, etc. These are all data that are very related to personal consumption tendencies.

After it is put into use, it is likely to attract more advertising resources and increase the price slightly. Mr. Jeff Bezos of Amazon attaches great importance to the user resources of Facebook and has already placed a lot of advertisements. Next There may be deeper cooperation. Last time, Mr. Bezos mentioned it in front of Ye Dongqing. As for how to cooperate, he has not yet drawn up a charter that satisfies both parties.

It is certain that FB can bring a large number of users to Amazon. Now the question is how much benefits Amazon can give to FB. Ye Dongqing has shares in both companies, but Amazon is not his Amazon after all. To cut meat and feed it to other shareholders, the account still needs to be settled clearly.

A super data processing center is under construction in Santa Clara County. The total initial investment is about 300 million US dollars, including supercomputers and several large databases. This investment was paid by FB Company itself, and Ye Dongqing did not pay any Money, he hopes to use this data processing center to provide users with faster and more accurate supporting services. Skype is sold, Whatsapp instant messaging program and Youtube will also use it in the future, Amazon and Apple may also join , there is no reason to repeat construction, and it can save a lot of money in the long run.

  Recently, many Internet companies have spent a lot of money to develop this thing. Ye Dongqing didn't quite understand what it was called a cloud computing platform, but a group of experts said it could be done, so he agreed.

Laymen can't interfere too much with insiders' affairs, so Ye Dongqing only makes suggestions and draws up development directions for these Internet companies, and the specific implementation links are handed over to the most professional people. For such a long time, some tacit understandings have been developed, such as The person in charge of Facebook, Whatsapp, and YouTube will only tell him the increase and decrease of the number of users, as well as financial revenue and expenditure, etc., and the user evaluation, which he himself often uses to pick out some deficiencies place.

It's hard to imagine that he developed these companies by relying on this smattering of knowledge. In fact, there are quite a few founders who do this. If the boss knows everything, why pay the executives so much? .

  …

  The bed is very comfortable, the room is clean, and there are beauties sleeping beside me.

   Such an environment should be suitable for resting, but Ye Dongqing didn't fall asleep. It was already past two o'clock in the evening, and his head was already filled with various thoughts and news.

The issue that can make Ye Dongqing so entangled is of course a major issue. The issue he considers is how to achieve wider resource sharing on the basis of maintaining the advantages of each company, so that the group of companies under him can help each other and complement each other, such as Amazon and Facebook, to a certain extent, can greatly promote Amazon's performance growth with Facebook's user bonding, and Amazon can also stimulate Facebook's advantages in online business.

After much deliberation, the final conclusion is that in addition to in-depth cooperation, the two companies can also be merged to fill Amazon's hole with Facebook's cash flow. Rejected, and then thought about whatsapp, which has replaced the ICQ program of AOL, and considered whether to acquire the ICQ department, and convert their users into Facebook and whatsapp chat program users, at a cost of more than a billion dollars, in exchange With hundreds of millions of global users, it seems that it is not a loss, but Ye Dongqing is sure to seize ICQ's current market share in the next time, so it is tantamount to wasting money.

In the end, he didn't come to the best conclusion, which made Ye Dongqing feel that his head was not enough. It seemed that it was necessary to ask some experts for help to make suggestions and realize the maximum complementarity of advantages, which was directly related to the development of his industries in the future. How far.

   Can't remember when he fell asleep in a daze, and when he woke up, Marci had finished his morning run and came back to take a shower.

  She asked: "What do you want to eat, and how many pieces of bread will you send?"

"Have you eaten?"

"Ok."

   "Then you don't need to help me prepare. Today, do you want to stay in the hotel to rest, or go shopping in San Francisco, or act as my secretary and accompany me to the company?" Ye Dongqing asked.

   "... Let me accompany you to the company. You went fishing yesterday, and I just watched TV in the room, but I may not be able to accompany you tomorrow. I found out on the Internet that there is a Monet exhibition in San Francisco."

   "Monet? I have a painting by him at home, and I'll let you appreciate it slowly..."

  (end of this chapter)