Internet 2010

mid-month. m.

Lu Zhou received an email from Lin Xinhe. It was very interesting. The chat was about a new group buying company in the industry, Lashou.com.

Last year, Gaopeng in the United States became popular, and a large number of group-buying websites emerged in China. Lashou.com was established almost at the same time as Menggu Advertising. It raised US$5 million in June last year and US$50 million at the end of December. In the last few days, Lin Xinhe received news that it has raised another financing, with a financing amount of up to 110 million. USD, the overall valuation is more than 1.1 billion.

Wider than the dream, that is a lot of crazy. In just one year, it has begun to plan to go public.

Although Lin Xin and this email looked a bit like urging Lu Zhou, Lu Zhou knew that the company would be a bit bleak in the future.

Lu Zhou first chatted about his thoughts on group buying, and then posted some data about his dreams and replied to Lin Xinhe's email.

2011 was like a year of recovery. The economic crisis in 2008, the European debt crisis in 2009, and the morning light in the beginning of 2010, the capital market, which has been quiet for a long time this year, is starting to become hot. Not to mention overseas, the domestic Internet companies that are better off have all started the journey of listing. Tiger, Renren, Tudou, and Yuanlai are all competing to take to the stage.

Following closely is the IPO journey of this handle network. The more terrible ones are the number of peers who report their financial fraud in the middle. This is not necessarily the case, after all, the loss itself is ugly, and it is really impossible to see the appearance of fraud.

However, "financial fraud, exaggeration of facts, and poor profitability" have all become labels attached to Chinese concept stocks, and even indirectly led to Xunlei and Sheng, who were raising IPOs, and cancelled their listing plans due to unsatisfactory valuations. .

"At least in the second half of the year, we should not see companies going public in the United States." Lu Zhou raised his head and thought.

In the hustle and bustle and frenzy, he was still a small fish.

The key is to let the giants eye the small fish.

Before and after, the capital of Ali Qiandu Penguin came to inquire about financing matters many times.

But he really couldn't understand it. He clearly wanted it and wanted to lick it, but Gao Leng's attitude was very strange. The various terms were not acceptable even if he changed the agency Luzhou.

At this point, it's still a war that should be fought, and no one will fall.

Alibaba Cloud series, today completed a series of internal beta and public beta, officially launched the official website, and launched a series of products.

Another giant that makes Luzhou rush.

In the previous life in 2011, Lu Zhou was still working in Phaeton. When did Alibaba Cloud go online, Lu Zhou was Menqing. This would be nearly three months earlier than at that time, and it is estimated that Mengguyun's prosperity was really frightening.

But in terms of appearance, it is still the same as what Lu Zhou saw before. In the early days, Alibaba Cloud should be a slap in the face, it will still be a slap in the face, and there is no need to brag about it.

The user control panel is empty, the operability is even insufficient, and the supporting customer service has not yet kept up. Product positioning and prices have been repeated again and again, and the activities are quite garish, which is really like doing e-commerce at home. As for the effect, Lu Zhou is not very clear.

If it's the only advantage, it's probably that the price/performance ratio is not bad, but in front of Mengguyun, it's more or less like a joke.

Of course, Lu Zhou did not dare to have a contemptuous mentality.

Where is my Menggu Yunqiang? At the software level, cloud computing management and operating system, the management background that users directly contact. There is no way to say that it is far ahead, but the difference between the generations in half a year should be about the same. In addition, Menggu Cloud is one of the first companies to participate in the OpenStack Open Source Alliance, and its accumulation is slightly better than that of Alibaba Cloud.

In particular, the series of business growth of WeChat and Chuangmeng continue to put pressure on the entire system.

What about Alibaba Cloud? The second generation of the rich does not worry about servers, resources, money, or people.

These are all things that Menggu Yun lacks.

It would be a bit presumptuous to really despise it. After all, everyone in Alibaba Cloud attaches great importance to being born three months in advance, but the other party attaches great importance to it.

Thoughts naturally think so, but Lu Zhou will not be arrogant. After Menggu Yunjing swallows Phaeton, it is considered that although the sparrow is small and complete, after the upstream and downstream are dredged, the ability to expand is placed there.

Especially at the end of the first quarter, after integrating a series of resources such as Phaeton's original servers, venues, and personnel, Menggu Cloud has successively increased a lot of server resources in China. Compared with the previous two months, the revenue in March has directly increased. It has nearly tripled, and its quarterly revenue has exceeded 100 million. Not surprisingly, the next second quarter was able to sustain 100% revenue growth.

Not long ago, Luzhou also considered the matter of directly starting the operation of the land in the north as the land for the construction of data centers in the future. But after thinking about it too much, he temporarily pressed it down. At least until the bidding for the Guangnan data center is over, and the down payment is all paid. If it is too tight, a panic will be the lack of management, and trouble will arise in minutes.

After a little calculation, this is the second half of the year. If there is no accident.

"Ring bell bell..."

Lu Zhou saw that it was an internal call from Song Wenhui.

"Hello. Brother Song."

Song Wenhui, "In this way, the computer room in the United States has been properly arranged, and now some parts have been delivered to Xuwei for debugging."

Lu Zhou~www.readwn.com~ I understand this situation. Your assistant came down and handed over the report. No problem, it can be arranged directly. After the debugging on Lao Wen’s side, it’s still the same set as before. First, go to WeChat, and then open it when you have enough computing power. "

Song Wenhui, "Okay. I understand this. The main purpose is to tell you the arrangements for the next node. According to the current quarterly revenue growth, while ensuring domestic investment, it is indeed able to afford another overseas node.

The corresponding budget I made a certain reduction, divided into two batches. "

After all, it's still a small amount of money. When the revenue goes up, Lao Song dares to make it hard.

Song Wenhui went on to say, "As far as the region is concerned, it is initially determined to be Europe or Japan. The main reason is that the deployment of WeChat requires the proportion of local smartphones and the popularization of 3G. I and I have sent people to talk on both sides, and everything is based on the actual situation. allow."

Lu Zhou, "Yes."

Song Wenhui, "But there are still some points to pay attention to. At this stage, Menggu Cloud is analyzed by region, mainly domestic nodes are generating profits. And overseas, taking Singapore nodes as an example, currently includes WeChat and other open business operators. It’s not worth the cost. Short-term losses are fine, but if I need to bear long-term losses, I also need to re-formulate some strategies to transition.”

Well, Lu Zhou himself thinks long-term and does not care about short-term gains and losses, but it is impossible to just look at the future when running a company. At the end of the day, if you use domestic profits to expand overseas business, you have to have a head in the loss, and no one dares to do this business that has no end.

"Okay. I understand that. You just let it go, come up with a plan, and solve it at the meeting."