“滴滴”为什么烧了几十亿却忍着不挣钱?野心竟大过阿里!
滴滴野心太大了,大过了当年的阿里巴巴。
一、滴滴在16年把优步中国合并,宣布与Uder全球达成战略协议,开始往海外烧钱。滴滴投资了包括东南亚最大出行公司Grab、印度最大打车出行公司Ola、巴西最大打车服务商99、中东北非地区移动出行平台Careem和欧洲打车服务独角兽Taxify,由此形成覆盖全球的移动出行网络,试图把Uber彻底赶回北美市场;
二,滴滴最早在2017年11月成立全球新能源汽车公司、2018年2月成立电动汽车充电公司"小桔特来电"、8月则成立小桔车服,想一桶汽车服务市场,尤其是小桔充电将承担新能源汽车服务主角,其计划到2020年推广100万辆新能源车;
三,在AI上砸钱,成立滴图科技,以补足自动驾驶所需的高精度地图数据差距,同时挖谷歌无人驾驶高管加盟。
比起同时期深耕国内的美团,滴滴俨然一个国际化的巨头,百度发展这么多年也不过如此。然而此时滴滴自己的基本盘业务还没有盈利,靠的就是补贴大战获得的垄断地位。
三方面的战略,每一步都要烧钱,但海外市场的投入回报、新能源的盈利前景、AI技术的蓝海,哪一个都无助于滴滴的国内基本盘,最大的助益是一轮轮的融资。
然而融资过多带来的是投资者信心受到影响……
最近一笔是中东阿布扎比土豪和马云老朋友软银的40亿,金额还不如16年F轮45亿美元。
这种情况下,滴滴面对亏损压力就不得不薅补贴出来的国内市场羊毛。但如果没有真正盈利的能力,此时薅羊毛就会发生司机、乘客、滴滴之间的矛盾。
滴滴这些年出的事情这么多,司机与用户的管理反而处处是漏洞,资源分散难以扭转补贴大战时的粗放管理就是根本原因。事到如今,滴滴放弃三大战略中的任何一个,必然招来投资人的疑问,这对于一直靠融资的滴滴来说是很要命的。
滴滴打车烧了几十亿,累计亏损390亿,不是忍着不赚钱,也不像是某种战略,更像是一种赌博。
程维赌的是在投资者对滴滴丧失信心之前,凭借其补贴出的垄断地位,滴滴能坚持到三大战略反哺基础业务+国内市场的彻底成熟那一天。
融资进入瓶颈、亏损难以逆转,这也是为什么滴滴着急要上市的原因
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