中国互联网的烧钱之战_BEC初级作文

中国互联网的烧钱之战

去年中国有84家O2O企业倒闭，但该行业也吸引了大量引人瞩目的投资。阿里巴巴及旗下支付公司蚂蚁金服(Ant Financial)宣布将各自投入30亿元人民币，发展送餐服务“口碑”(Koubei)。搜索引擎百度(Baidu)则表示将向旗下团购和送餐应用“糯米”(Nuomi)投入200亿元人民币。

JP Gan of Qiming, a venture firm that is funding the Helijia app, says there is method to the subsidy madness. “Most sophisticated venture capitalists are looking at the same model — you buy users, you buy service providers, you scale up the platform to 100 cities or 200 cities, and you build up a concentrated workforce to provide services to the parts of the cities where there are customers,” he says.

启明创投(Qiming)是投资河狸家应用的风投公司之一，该公司的甘剑平(JP Gan)表示，这种狂热的补贴行为是有章法的。他说：“多数资深的风险资本家都在盯着同样的模式——你买用户，买服务提供商，把平台扩展到一二百个城市，召集大量人手，向城市中消费者集中的区域提供服务。”

But the pitfalls are obvious in a sector where the providers are fragmented and the services closely resemble each other. Ken Xu of Gobi Capital, a VC firm in Shanghai, says the problem is that “the user has no loyalty to anybody in these sectors; they only go for the apps that have the subsidies. In car-hailing apps, everybody is starting to realise they are subsiding the same group of people who either use Uber or Didi Kuaidi, depending on who is paying them more.”