Drops listed no timetable, and subsidies for a long time-travel to the last drop, taxi, car-IT information
On March 24, the Boao Forum for Asia "Sina Finance of the night--and the island night" came to an end yesterday. Wei Cheng, Chairman of Sina finance drops exclusive dialogue, chat about how drops dead, a startup is how to survive in the fierce competition, drops what ambitions for the future.
Wei Cheng is a typical generation, talkative, confident, intelligent, energetic, have a dream, or in his own words is "have a lot of fantasy". He experienced the wall of early venture, likewise, got in his eyes, "the best time" rich fruits. Seize the initiative and "Internet + travel" window enter Wei Cheng and drops, and become a model for entrepreneurs to follow.
For startups, the listing is a milestone, drops had also conducted several rounds of financing. However, Wei Cheng said current drops and there is no clear timetable for the listing, also in stages of financing, and to educate users in emerging markets is costly, investors need strategic patience, far too early to harvest stage. Asked about how to continue a solid market share? Compared with the Uber will gradually reduce subsidies, drops the subsidy also existed for a long time in the future.
War talk and uber subsidies: subsidies in the future will be the long-standing
Taxi software from the very beginning to enter the market, have not stopped is "burning money" mode, the user as "fence", whose subsidies will fall down to who. Wei Cheng argued that subsidies are a means of educating users. But changing user habits bring user stickiness, but not back to "fence" of loyalty.
In this regard, Wei Cheng said that "customer loyalty does not depend on subsidies depends on experience." In its view, Internet is free economy, drops, the emergence of fast, the Internet has developed into a subsidized economy, "future subsidies existed for a long time, but drops the center of gravity has been shifting more is how to let users get a better experience. Drops to experience-driven, technologically advanced enterprises. ”
Subsidies will continue until the time of the war, will be no bottom line? Wei Cheng said that education comes at a price, but would go on to experience diversity, complete after winning the market over. "Just like a war, both sides in the war of attrition in continuous evolution, we can win.
"When it comes to the biggest rival, uber, Wei Cheng admits that, seen from the volume scale, larger drops at this stage of the competition is uber, but now drops a diversified range of products, including car, bus, drive, test drive, etc, corresponding to many different competitors. "The drop was from the fierce competition out of business. ”
How to survive to the last drop: fewer mistakes into steel glass heart heart
Wei Cheng has mentioned on many occasions, many times a little careless, drops may have died. And now, dying several times but survived to the last drop, and live well, Pocket carry nearly $ 4 billion in cash. How to survive to the last drop, a transformation in how, on this issue, Wei Cheng said, "only to meet the challenge, pressure will grow, only to face death, to a real breakthrough. ”
"Man is not naturally grow, we take such a road, these challenges, pressures, forces us more and more powerful. "Wei Cheng said with a smile, Liu had said a Word to the last drop, put down the glass heart, drops in to put on a steel heart. "Not that experienced ups and downs becomes not faith, but those failed to kill things, makes us stronger. ”
3.5 years ago, took only 800,000, there are no Government-backed venture Wei Cheng why survival, success, said, "due to a mistake." Wei Cheng believes that China′s Internet is the world′s most brutal Internet, used to be one, is now around one, but also first and second level, may not be able to clear customs. During the process of rapid development to the last drop, will accumulate a lot of problems, but "we experience in learning many companies make a mistake", we learned from a fallen competitor is awesome.
Wei Cheng often advance the idea, he thinks, "just because reality is too harsh, we will think about the future, find the confidence and hope. "Said Cheng Wei, drops China′s have a sense of the company, has been fighting for survival, have been in response to the crisis. "Before us is a muddy dirt road, is full of kan, experience, technology, policy, sustainability, non-profits, and so on, if you want them every day and may not survive. ”
No launch timetable are studying to the last drop "bombs" a competitive weapon
"There is no clear timetable for the listing," Wei Cheng said drops in the financing stages, and to educate users in emerging markets is costly, so drops all of the investors are talking about prospects, it needs strategic patience, it is far too early to harvest stage. "Our investors when investment drops, more is the next to the last drop of pattern recognition. ”
Looking ahead, Wei Cheng said that drops the current performance of tens of millions, "but compared with 800 million of the urban population, and this is just the beginning." Faced with fierce competition, Wei Cheng said looking to stand out in the competition of the "atomic bomb", revealed that the drop target is made by a Chinese-led global one-stop platform, currently does not transition to other areas. "At least in the medium term, we will focus on the areas of travel, transportation. ”
"2016, we expects drops drops will formed global of stars Union, each place of enterprise are can service good local user", Wei Cheng explained road, similar airlines, different of airlines, through global stars Union will they contact in with, get service experience, travel is as, local enterprise more understand local policy, and user experience, it just need early in technology capital Shang get help. "This is made throughout the world to the last drop."
Talked about had for whole industry broken ice, Wei Cheng said, "we not hope is ′ fierce of subversion ′, we hope is ′ mild of reform ′", in he seems, motor vehicle experience 10 years fast growth, last year began appeared inflection point, network resources, and based facilities are not enough to support motor vehicle growth, so such of bottleneck must will gave birth to drops drops such of platform, and drops drops of produced does not increased new of supply, but in existing supply Shang, "we let silence of social resources service more of people".
"Of course, any technological advance, to resolve historical issues to the development of the industry, experience ′ labor pains ′. "Wei Cheng said, though, the industry is booming, and experience in change, costs reduced, but vested interests are damaged. "But I think that, although vested interests damaged, but society as a whole is benefiting. ”
Drops and a taxi, may also go from "confrontation" to "hand in hand" in the process.
Wei Cheng said the drop to date is still 80% taxi drivers will have to use the software. "First wanted to the last drop and taxi companies, no attention to us, but now more and more taxi companies are willing to cooperate, and we hope that through technology and advanced management methods, taxi driver scheduling, increase income; after receiving a sales evaluation system, linked to income and the quality of service and a more market-oriented. ”
"In 2016, the drop will be a CAB project, hope that in the future China′s taxi is the world′s most advanced, Wei Cheng told Sina finance:" in my view, millions of automotive resources, 2 million drivers, is this very precious resource. ”
From venture initially, to growth for day orders had do, employees Super 5000 people of enterprise, Wei Cheng always think drops drops is in "adolescent" of company, "full ideal, and fantasy, no process, and rules, and grade system, but is because such, can let we constantly has surprise, I believes one day we will variable mature, but still will efforts let himself and team keep a venture company the some sensitive, and quickly. ”
滴滴暂无上市时间表，还会长期进行补贴 - 滴滴出行,出租车,专车 - IT资讯
3月24日消息，博鳌亚洲论坛“新浪财经之夜——正和岛夜话”昨日落下帷幕。新浪财经独家对话滴滴出行董事长程维，畅聊滴滴如何起死回生，一家创业公司如何在激烈竞争中活下来，滴滴对未来有着怎样的野心。
程维是一个典型的80后，健谈、自信、充满活力、有梦想，或用他自己的话是“有很多幻想”。他经历过创业前期的碰壁，同样，也收获了在他眼中“这个最好时代”的丰盛果实。抓住先机，在“互联网+出行”窗口期进入行业的程维及滴滴，成为创业者争相模仿的典范。
对创业公司而言，上市是一个里程碑，滴滴此前也进行了多轮融资。不过，程维坦言，目前滴滴并没有明确的上市时间表，还在融资阶段，而新兴市场对教育用户是不惜代价的，投资者需要战略上的耐心，远没到收获的阶段。被问及如何继续稳固市场份额？与Uber将逐步降低补贴相比，滴滴的未来补贴还会长期存在。
谈与uber补贴战：未来补贴还会长期存在
打车软件从最开始进入市场，一直没停过的就是“烧钱”模式，用户像“墙头草”，谁的补贴多就倒向谁。程维一直认为，补贴是一种教育用户的手段。但补贴可以改变用户习惯，带来用户粘性，却换不回“墙头草”的忠诚度。
对此，程维表示，“用户忠诚度不靠补贴，要靠产品体验”。在其看来，原本互联网是免费经济，滴滴、快的出现，互联网发展变为补贴经济，“未来补贴还会长期存在，但滴滴的重心已经发生转移，更多的是考虑如何让用户得到更好的服务体验。滴滴要做体验驱动、技术领先的企业。”
而补贴战争会持续到何时，会不会无底线？程维表示，教育用户是要付出一定的代价，但最终会在经历体验差异化，彻底赢得市场之后结束。“就像一场战争，双方在消耗战中不断进化，最终才能取得胜利。
”谈到目前最大的竞争对手uber，程维坦言，确实从规模体量上看，滴滴现阶段较大的竞争对手是uber，但滴滴现在多元化的产品，包括顺风车、巴士、代驾、试驾等，都分别对应其他很多不同竞争者。“滴滴是从激烈的竞争中走出的企业。”
滴滴如何活下来：犯错少把玻璃心换成钢铁心
程维曾在多个场合提到，很多次稍不小心，滴滴可能就死掉了。而现在，多次濒临死亡的滴滴却活下来，且活得很好，口袋里揣有近40亿美元现金。滴滴如何活下来，如何蜕变，对于这个问题，程维表示，“只有迎接挑战、承受压力才会成长，只有面对死亡，才能真正的突破。”
“人是不会自然成长的，我们走这样一条路，这些挑战、压力，逼着我们越来越强大。”程维笑着称，柳青曾经在滴滴说过一句话，放下玻璃心，在滴滴要换上一颗钢的心脏。“并不是说经历了坎坷，就变得没有信心，反倒是当初那些没能杀死的东西，会让我们变得更强大。”
而三年半前，只拿了80万、没有任何政府背景创业的程维为什么能够活下来、成功，其表示，“因为犯错较少”。程维认为，中国互联网是全世界竞争最残酷的互联网，以前是百里挑一，现在是万里挑一，而且能过第一关、第二关，也未必能通关。而在滴滴快速发展过程中，也会积累很多问题，但“我们学习很多企业犯错的经验”，我们从倒下的竞争者身上学到的是敬畏。
对于程维经常会有超前的想法，其认为，“只是因为现实太残酷，我们才会去想未来，去找到信心和希望。”程伟表示，滴滴是中国最有危机感的公司，一直在为生存而战，一直都在应对危机。“我们面前是一条泥泞向上的土路，到处是坎，体验、技术、政策、持续性、不盈利等等，如果每天都想这些，可能就活不下去了。”
滴滴暂无上市时间表正研究“原子弹”式竞争武器
“目前并没有明确的上市时间表，”程维表示，滴滴还在融资阶段，而新兴市场对教育用户是不惜代价的，因此滴滴的所有投资人都在讲前景，需要战略上的耐心，目前远没到收获的阶段。“我们的投资人在投滴滴时，更多的还是因为对滴滴未来模式的认可。”
谈到未来，程维表示，滴滴目前业绩已过千万，“但相对于8亿城市人口出行而言，这才刚开始”。面对激烈的竞争环境，程维称，正在研究能够在行业竞争中脱颖而出的“原子弹”，其透露，滴滴的目标是做由中国人领导的全球一站式出行平台，目前并不会转型其他领域。“至少中期内，我们会专注于出行领域、交通领域。”
“2016年，我们期望滴滴将组建全球的星空联盟，每个地方的企业都可以服务好当地用户”，程维解释道，类似航空公司，不同的航空公司，通过全球星空联盟将它们联系在一起，得到服务体验，出行也是一样，当地企业更了解当地政策、用户体验，它只是需要早期在技术资本上得到帮助。“这就是滴滴目前在全球所做的事情”。
谈到当初为整个行业破冰，程维表示，“我们不希望是‘激烈的颠覆’，我们希望是‘温和的改革’”，在他看来，机动车经历10年快速增长，去年开始出现拐点，路网资源、基础设施都不足以支持机动车增长，所以这样的瓶颈必然会催生滴滴这样的平台，而滴滴的产生并未增加新的供给，而是在现有供给上，“我们让沉默的社会资源服务更多的人”。
“当然，任何科技的进步、行业的发展都要解决历史问题、经历‘阵痛’。”程维表示，虽然，整个行业在蓬勃发展，体验在变化、成本在降低，但是既得利益者是受损的。“但我认为，虽然既得利益者受损，但整个社会是受益的。”
而对于滴滴与出租车，也许也正在走一条从“对立”到“携手”的过程。
程维透露，到目前为止滴滴仍是80%出租车司机都会使用的软件。“最早滴滴想要和出租车公司合作，没有人理我们，但现在越来越多的出租车公司愿意合作，我们希望通过技术和先进的管理方式，出租车司机接受调度，提高收入；接受售后评价体系，收入和服务质量挂钩，更加市场化。”
“2016年，滴滴将会有出租车项目推出，希望未来中国的出租车是全球最先进的，程维告诉新浪财经：“在我看来，上百万的汽车资源，200万驾驶员，是这个社会非常宝贵的资源。”
从创业最初，到成长为日订单过千万，员工超5000人的企业，程维始终认为滴滴是处于“青春期”的公司，“充满理想、幻想，没有流程、规则、等级体系，但就是因为这样，能让我们不断有惊喜，我相信有一天我们会变成熟，但仍会努力让自己和团队保持一个创业公司该有的敏感、迅速。”