American Stealing Teacher China Internet

China is not only Made in China.

Text 丨 Chinese Shang Tao Lue Liu Baizheng

In the past one or two years, "to grab business with the community to sell vegetables with the community" is the main criticism of Chinese Internet companies.

However, in Silicon Valley, the "vulgar impatient" Chinese Internet -buying model is greatly sought after.

[In the United States, grabbing vegetables depends on Chinese]

In 2018, US fresh e -commerce weee! The founder Liu Min is just a small entrepreneurial boss, with only a hundred employees.

One day, Chen Shijun, the founder of YouTube, even invited him to visit him at home. Unexpectedly, the American entrepreneur born in Taipei, China is also a weee! Loyal users.

Founded by the three alumni of Shanghai Jiaotong University, the Weee headquarters in Fremont, California! Now it is the most popular fresh e -commerce in the United States.

In February this year, weee! The $ 425 million round E financing was completed. So far, its total financing has exceeded $ 800 million.

Weee! The rise is a story of "Copy from China".

In 2015, a new habit was developed in the United States: buying fresh vegetables in the WeChat group.

Liu Min smelled this business opportunity. Weee, who mainly focuses on Chinese fresh group buying! , So Birth.

This blue ocean makes weee! The turnover increases rapidly. One year later, weee! The transaction volume of $ 3 million per month was reached, so it received a financing of $ 7.6 million.

However, the "group purchase group+group leader" model has a problem: the management radius is limited, and the business is not large.

Two years later, weee! Starting in place.

Three months later, Liu Min did not get financing, and because he was too worried, he fell into a fracture on the stairs of a convenience store.

After a month of rest, Liu Min began to restore the business model on the bed, and finally opened up:

On weee! In the social e -commerce model, the head of the group purchase groups is weee! The advantage of the social center is that the early customer acquisition is fast, but the user is not the core. There is no way to use a set of play to seek the largest number of conventions of users.

How can you get a big fish without a universal law?

Liu Min, who got up from the bed, took out all the construction of a new model of savings -nodes that users were used as social fission, ready to fight again.

In 2018, Pinduoduo has controlled most Chinese relatives and friends. At the same time, weee! The operating team created the same social model in the United States: placing an order first, then shared to the circle of friends or WeChat groups, and then a friend cut the order.

After that, almost all Chinese in the Bay Area in the United States changed from the past to bargaining.

▲ Source: weee

This helps weee! After entering the right track, Liu Min became Chen Shijun's guest, and also harvested SoftBank's investment.

[China's Internet, disciples all over the world]

Weee! The success of Chinese style in the United States is not a case.

In the United States, the entrepreneurial of the Internet service industry has Chinese genes and "Copy from China" projects.

On weee! Previously, many Internet service companies tried to verify effective models overseas in China.

For example, Doordash, the largest takeaway platform in the United States, was once known as the "US version of the US".

In a dormitory at Stanford University in 2013, Xu Xun founded a takeaway website, which was the prototype of Doordash.

But after the official establishment of Doordash, it was facing great competitive pressure. At that time, the American takeaway industry had a "originator" Grubhub, which accounted for about 70 % of the market share, and Uber Eats, which attached a large company.

Therefore, Doordash can only take suburbs and low -line cities as strategic priorities to avoid the main battlefield of large enterprises.

However, according to the Edison Trends report, the growth rate of local take -out logistics in suburbs and low -line cities is higher than the growth rate of first -tier metropolitan areas such as New York, Los Angeles, and Chicago. As a result, Doordash ushered in rapid development.

This is almost exactly the same as the beginning of Meituan's "rural surrounding cities".

Doordash's delivery mechanism is similar to the early Meituan, so hungry, so it is still regarded as one of the cases of "Chinese model" output overseas.

Of course, the service industry Internet company that imitates the "China Model" is not just a weee! Two and Doordash.

For example, the cross -border e -commerce Wish founded by Zhang Sheng, although it takes a few years earlier, has always been known as the "American version of Pinduoduo".

▲ Source: Wish Merchant Platform

The establishment of Wish is the same as Pinduoduo. They all learn some experience from Taobao and use China's resources and models to achieve rapid development.

Zhang Sheng once introduced that he has lived in China for many years and knows that there are more than 8 million Chinese sellers on Taobao, but less than 1%of the export. In the United States, there are 180,000 kinds of products in Wal -Mart's offline stores, but compared to more than 8 million merchants on Taobao, they are dwarfed.

Although Wish is an American company, 90%of the sellers come from China, of which the order of products below 10 US dollars accounts for a high proportion. Relying on low -cost small products from China, only six months, Wish achieved "globalization". Outside the United States, a large number of Chinese disciples have been born in Southeast Asia in Southeast Asia.

Many people believe that the environment of the Internet industry in Southeast Asia today is similar to that of China 20 years ago. Entrepreneurship with the Chinese model as the core is the mainstream of Southeast Asia.

Today, the SEA (Donghai Group), which has become the Southeast Asian Internet giant, is determined to be "to be Tencent in Southeast Asia" at the beginning of its establishment. Since then, it has not only received Tencent's investment, but also the guidance of the former Alibaba employees and former American group COO.

In the business model of SEA, it is easy to see the shadow of Tencent and Ali -Garena with Tencent -style game agents, and e -commerce SHOPEE imitation Taobao.

And the "Southeast Asian version of Didi" GRAB, one of the important shareholders is Didi, and with the various experiences of Didi, Grab successfully squeezed Uber out of Southeast Asia.

In various branches of the Southeast Asian Internet, Chinese companies can find apprentices, such as the Southeast Asian version of today's headlines, honey buds, and Jumei.

[In the world, "Service from China"]

Although the current "US version of the US" DOORDASH has become the largest takeaway platform in the United States, it has been in huge losses for years, and the gap between expectations and profitability is very large.

▲ Source: UNSPLASH

But even so, a lot of global investment giants, such as YC incubators, SoftBank, Sequoia Capital, GIC, etc., still support DOORDASH to burn money.

The reason is not only because of the dazzling curve of Doordash's growth in the epidemic, but also the influence of the Chinese takeaway market giants burning money and fighting, but the market value has risen steadily.

Some US stock investors have bluntly stated that the market value of Meituan has taken off, allowing them to tolerate the temporary losses of Doordash.

Global investment giants are keen to pursue the "Chinese model", which is the opposite of the scene when the Chinese Internet industry was started twenty years ago.

At that time, the Internet industry in China also rely on "Copy to China" to tell the story: Tencent is to do QQ and say that he is the next MSN; Ali is a Taobao, which is "Chinese version of Amazon"; eBay to do ...

Behind this contrast is enough to prove the success of the integration and innovation of the Chinese Internet and the traditional service industry.

However, the success of the Chinese Internet service industry has almost uncomfortable front conditions. A large part of which is derived from the huge service industry and innovation space in China, and also provides conditions for China's further expansion of the development of the service industry.

In the era of consumer Internet, the largest number of conventions for consumers can find more universal business models.

Simply put, China's population has 1.4 billion people. Among them, high -end white -collar workers in first -tier cities and low -income groups in remote areas can be said to have a huge "group sample".

Under this premise, China has derived more new application scenarios, and every subdivision extended to support a good market. This is also the world's leading company in extreme segments. Continue to incubate new technologies and products from it.

Based on the huge "group samples", the exploration and innovation of living services in China has produced many more experience models that are more suitable for the world, and a little improvement is applicable to overseas markets.

A VC partner once shared: "Many Chinese entrepreneurial teams have proved the feasibility of this path. So, why not do all kinds of clothing, food, housing, housing, and transportation, why not do it in this way?"

The reality that the global investment giants cannot deny that the era of "Service from China" has arrived.

[Promoting the economy, "Service From China" still needs]

After 2001, the Chinese economy joining the WTO began to take off. Under the stimulus of huge demand at home and abroad, China's heavy industry process accelerates, GDP continues to maintain high -speed growth. Foreign trade (behind manufacturing), real estate, and investment (mainly various infrastructure) have gradually become a carriage of China's economy. At the same time, Become a super industry that accommodates the number of employment population.

By 2010, the number of employment population in the tertiary industry based on the service industry began to surpass the carriage. In 2014, the wholesale retail industry surpassed the manufacturing industry for the first time and became the industry with the most employment population in China.

At the same time, with the continuous innovation of the Internet business model, some new positions have also been created, such as courier, takeaway distributors, online car drivers, new media creators, etc., to accommodate tens of millions of employment population.

With China's economic development, the contribution of the tertiary industry (that is, the service industry) has continued to increase in GDP. In 1985, the scale of China's tertiary industry exceeded the first industry for the first time; in 2012, the tertiary industries all the way achieved surpassing the second industry. By 2021, the tertiary industry accounted for 53.3%of China's GDP, far exceeding the first and second industries.

When the overseas impression of China is still "Made in China", the third industry based on the service industry absorbs the number of employment population and the proportion of GDP is getting higher and higher. Development is as important as "Made in CHINA". Fortunately, we have already played the infrastructure -the Internet platform economy, but it has caused many people's dissatisfaction.

We have to admit that the combination of service industry and the Internet, including the simplest buying vegetables, grabbing the Internet, and digital economicization. Chai rice oil and salt.

It is worth mentioning that the combination of the Internet and the service industry has also experienced barbaric growth. At the end of 2020, the state had to take it out, and it was seriously dealt with, and the red line of Internet giants in "community group purchase" was dedicated.

Vicious competitions such as price warfare and monopoly are not advisable. Not only will it help the Internet to continue to innovate in the service industry, but even lose existing advantages. However, the prevention of barbaric growth cannot be scrapped due to sorrow, but the application level of the Internet should be transferred to the basic level in time, and the moat of technological innovation must be turned to make up for the shortcomings of the Chinese Internet in pure technological innovation.

Under the leadership of Apple and Google, smartphones and mobile Internet have emerged, and people's lives have changed dramatically.

Prior to the arrival of the next technological innovation, both China and the United States were exploring cutting -edge technology in advance to create a digital infrastructure that truly grasped autonomy.

China's Internet platform should of course go to the sea of ​​stars and high -tech stars.

But how to make the life services of chai oil and salt more convenient, more valuable, and still important.

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