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[Industry Focus]：Is there any opportunity for "platform companies" in the 2B field? Where is the next 100 billion "platform companies" in China?

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Is there any opportunity for "platform companies" in the 2B field, and where is the next 100 billion-level "platform company? According to the inertia logic of venture capital, there will be no precedent for success in history.

If we can talk about the successful precedent of a 2B field (or "industrial internet") platform, there should be only shells. Although the market value of the company has dropped from the previous surge of nearly 100 billion US dollars to the current 17 billion US dollars (data on May 2, 2022), it still cannot hinder the company's unique benchmarking effect.

What shells do is that everyone knows about the real estate intermediary market. Everyone knows the story before and after shells enter. Everyone knows more about the relationship between shells and Chain Home. What I don't know may be that his secret "killing weapon" is "real estate Dictionary" (or "industry big data" 14 years ago). What I don't know may be that the performance of Zuo Hui's chain home more than ten years ago was "1/6 stores, 1/3 brokers, gained a target market share of about 50% in Beijing" (what is the concept of 50% in Beijing and what it represents in the market, please make up your own brain).

Therefore, people who are familiar with chain and shells will say that the success of shells can hardly be replicated. Because it became "King" with a unique weapon of killing-the logic of "King" is, "If you don't cooperate with me, I will fuck you to death"-so the advanced "soldiers" followed him, "Divided the field", "sealed the jue".

From another perspective, it is really wonderful to be a player, a coach and a referee. There seems to be no such precedent in the environment of 2B in China, and there is no room for such a existence.

So if the shell cannot be copied, is there still a chance for the next "platform company?

The answer I gave was "yes".

I think the platform has two modes: passive and active. Shell mode is a "passive mode" for the assembled industrial players ". However, I also see that there are still opportunities and spaces for industrial players to embrace the "active mode" of "industrial internet platform.

I use this four quadrant to refine this other possibility.

When an industry is in chaos, but the day is better and there is no "nuclear weapon" like the "real estate dictionary" of chain home at that time, all players are in a comfortable state. This situation is unlikely to result in a platform.

When an industry is sad, it is due to various reasons (or sunset industry, or it is recognized that it is about to be integrated or abandoned by policy. For example, fuel vehicle market) there is no "nuclear weapon". Although players in that industry are anxious, unless they change their careers, they seem to have no choice but to "lie flat.

When an industry life is not so bad, but there is already a "nuclear weapon" and even a "Overlord" status through nuclear weapons, then what should I do, you can select only war or and ". Facing the "asymmetric war" effect that "nuclear weapons" can produce, it seems that there is still no choice.

Then, is it possible that "nuclear weapons" and "Overlord" still exist when Japan is better? I don't think there is such a possibility. It seems that there is no real competitor in the "gold rush era. The high rate of market non-satisfaction and low acquisition cost are typical characteristics of the period of "good day. The only competition in this market and this period is "time". We will not make machines to rob gold when we rob it, because others have already robbed too much gold during the time of making the machines. Under such conditions, everyone's working methods and disposable time are basically the same, so oligarchs cannot be formed. Until fierce competition, involution formed.

The last possibility is the range of the possibility I mentioned. The days of the industry are getting more and more sad, and even the transient is not periodic (such as China's real estate industry). At this time, if there is a company studying atomic bombs, it is even recognized that there is a high probability that it can be developed, what would you do if you were an industry player? In other words, I will bow down under the skirt of this pomegranate, which is completely likely to become "King of the industry, to survive in the way of" boarding "-because this is the only chance for people who may follow the" order of emperors "to fight out of the mire.

This kind of players will probably lift up their nuclear weapons and say, brothers, don't fight in this Red Sea, go with me and use this thing to lay a bigger world. The so-called professional leadership, the so-called empowerment and the so-called common prosperity have been heard a lot-yes, it is the story of "platform. And I think, only in this case, there is a chance.

Source: Venture capital Li jiaotou

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