ofo的末日黄昏:一场高达20亿美元的烧钱游戏
眼看他起高楼,眼看他宴宾客,眼看他楼塌了。转眼间,连创共享单车行业单笔融资最高纪录的独角兽,如今正走向末日黄昏。
2014年,年仅23岁的戴威,与同样是北大出身的4名合伙人创立了ofo小黄车。从此,中国创业史上最疯狂的试错正式拉开序幕。
得益于“封校”的成功,ofo在各大高校捷报不断,日订单数一下子从2万单“跳升”到了10万单,并成功吸引到了资本的注意。
在资本的加持下,2016年9月,ofo宣布打开校门。随着小黄车涌入市场,ofo的日订单数一举突破40万单。两个月后,日订单数突破百万。
订单量的爆发性增长,也让ofo成为了资本市场的宠儿。整个2016年,ofo就先后完成了四轮融资,累计融资金额超5.8亿美元。
进入2017年后,ofo更是一发不可收拾。2017年10月,小黄车日订单突破3200万,并吸引了来自滴滴、阿里等互联网巨头的加持。
截至2018年3月,随着ofo完成E2-1轮融资,其累计融资额已超21亿美元。然而,拼命烧钱的ofo,却始终无法找到稳定的商业变现模式。
眼看撒出去的钱得不到回报,滴滴、阿里等领投方相继退出。由于资金链断裂,ofo开始出现拖欠贷款,紧接着又无法正常退押金。
这时候,人们才恍然大悟,原来所谓的“共享经济”,其实是一场资本的烧钱游戏。只不过,这一次烧钱的套路不再有效了。
一位互联网创业者称,你误以为押金是你的收入,但其实是你的负债。你误以为单车是你的资产,但其实是难以回收的支出成本。
ofo始终把流量放在第一位,却忽略了最核心的用户和服务。结果流量上来了,服务却没做到位,投资方给你钱了,却看不到赢利点。
小小金融表示,只有潮水退去后,方才知道谁在裸泳。从资本宠儿到低价卖身,ofo的故事还未剧终,但留给戴威的时间已经不多了。
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