Podcasts about koubei

EP38 China Internet Landscape and Digital Giants Part 33   จากสถิติพบว่าในช่วง 3ปี ระหว่างปี 2013 ถึง 2015 Meituan มีส่วนเกี่ยวข้องในธุรกิจหลายแขนง มากกว่าสิบประเภท ไม่ว่าจะเป็น ภาพยนตร์ การรับประทานอาหารนอกบ้าน การจัดเลี้ยง โรงแรม ตั๋วสถานที่ท่องเที่ยว ครอบครัว งานแต่งงาน และอีคอมเมิร์ซ  และช่วงที่ธุรกิจ O2O เติบโตอย่างคาดไม่ถึง แม้แต่การให้บริการแบบ door-to-door เช่น ทำเล็บ ทำความสะอาด บริการช่างเปิดประตู ล้างและดูแลรถยนต์ ก็ถูกจัดหมวดหมู่ไว้ในนี้ คู่แข่งก็ขยายตัวเช่นกัน  Alibaba ก็วางแผนที่จะชุบชีวิต Koubei.com ด้วยเงิน 6 พันล้านหยวน และไป่ตู้ประกาศว่าจะใช้เงิน 2 หมื่นล้านหยวน ในอีก 3 ปีข้างหน้าเพื่อท้าทายตำแหน่งทางการตลาดของ Meituan ภายในกลางปี 2015 Meituan ก็ประกาศอีกครั้งว่า  ปริมาณธุรกรรม ในครึ่งปีแรกของ 2015 อยู่ที่ 47,000ล้านหยวน ซึ่งเกินยอดปริมาณธุรกรรมทั้งหมดของปี 2014 (ทั้งปี 2014 อยู่ที่ 45,000 ล้านหยวน) Meituan ต้นปี 2015 ได้ระดมทุนไป 700 mill USD Valuation บริษัทตอนนั้นอยู่ที่ 7,000 ล้าน USD ส่วนDianping เองก็ระดมทุนไป 850 ล้าน USD มูลค่าบริษัทอยู่ที่ 4,050 ล้าน USD ซึ่งตอนนั้น Dianping มีMAU อยู่ที่ 190 ล้านบัญชี Meituan ก็มีประมาณ 200 ล้านบัญชี สองบริษัทก็ยังคงเป็นผู้เล่นหลักในตลาดนี้ แต่สำคัญคือ จำนวนเงินทุนที่ถูกเผาไปมากเหลือเกิน อีกทั้งมีผลประโยชน์ทับซ้อนของนักลงทุนหลักอีกด้วย    สุดท้ายข่าวที่ทุกคนรอคอยคือการ Merge กันระหว่าง Meituan กับ Dianping เมื่อวันที่ 8 ตุลาคม 2015  Meituan-Dianping ประกาศการควบรวมกิจการอย่างเป็นทางการ กลายเป็นแพลตฟอร์มสำหรับบริการด้านไลฟ์สไตล์ที่ใหญ่ที่สุดในจีน หลังจากการควบรวมกิจการ โครงสร้างบุคลากรของทั้งสองฝ่ายจะยังคงไม่เปลี่ยนแปลง และแบรนด์และธุรกิจของทั้งสองฝ่ายจะได้รับการดำเนินการอย่างอิสระ ช่วงแรกของการตั้งบริษัทใหม่จะใช้ระบบเป็น CO-CEOการตัดสินใจที่สำคัญจะทำในระดับ CO-CEO  แต่สุดท้ายก็ไปไม่รอดในการคงระบบ CO-CEO เพราะเสือสองตัวอยู่ถ้ำเดียวกันไม่ได้ แล้วยิ่งเป็นคู่แข่งกันมาก่อน ผลลัพธ์จะเป็นอย่างไรต่อ รายละเอียดทั้งหมดติดตามรับฟังได้ใน EP 38

EP นี้จะมาเล่าธุรกิจนวัตกรรมอื่นๆ ที่เริ่มต้นก่อตั้งหรือซื้อกิจการผ่านการลงทุนและรวบควบมารวมในเครืออาลีบาบาในช่วงระหว่างปี 2009-2015 อันได้แก่  1. ธุรกิจด้าน digital-navigation Amap 高德地图 2. ธุรกิจแอปการสื่อสารสนทนาสำหรับenterprise DingTalk 钉钉 รวมทั้งย้อนเล่าถึงบทเรียนของการกำเนิดและล่มสลายของแอปพลิเคชั่น Laiwang 来往 3. ธุรกิจ Local Consumers Services ที่รวมเอาข้าวสารข้อมูล lifestyle ในชีวิตของคนจีน Koubei口碑 4. ธุรกิจ Digital Health ที่ชื่อว่า Ali Health 阿里健康 (HK: 00241) แต่ละธุรกิจทำอะไร มีกลยุทธ์อย่างไร ทั้งหมดติดตามได้ใน EP 22 เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ ========================= ร่วมสนับสนุน ด.ดล Blog และ Geek Forever Podcast เพื่อให้เรามีกำลังในการผลิต Content ดี ๆ ให้กับท่าน https://www.tharadhol.com/become-a-supporter/ ——————————————– ติดตาม ด.ดล Blog ผ่าน Line OA เพียงคลิก : http://line.me/ti/p/~@tharadhol ========================= ช่องทางติดตาม ด.ดล Blog เพิ่มเติมได้ที่ Fanpage : www.facebook.com/tharadhol.blog Blockdit : www.blockdit.com/tharadhol.blog Twitter : www.twitter.com/tharadhol Instragram : instragram.com/tharadhol TikTok : tiktok.com/@geek.forever Youtube : www.youtube.com/c/mrtharadhol Linkedin : www.linkedin.com/in/tharadhol Website : www.tharadhol.com

EP22 China Internet Landscape and Digital Giants Part 17 EP นี้จะมาเล่าธุรกิจนวัตกรรมอื่นๆ ที่เริ่มต้นก่อตั้งหรือซื้อกิจการผ่านการลงทุนและรวบควบมารวมในเครืออาลีบาบาในช่วงระหว่างปี 2009-2015 อันได้แก่   1. ธุรกิจด้าน digital-navigation Amap 高德地图 2. ธุรกิจแอปการสื่อสารสนทนาสำหรับenterprise DingTalk 钉钉 รวมทั้งย้อนเล่าถึงบทเรียนของการกำเนิดและล่มสลายของแอปพลิเคชั่น Laiwang 来往 3. ธุรกิจ  Local Consumers Services ที่รวมเอาข้าวสารข้อมูล lifestyle ในชีวิตของคนจีน Koubei口碑 4. ธุรกิจ Digital Health ที่ชื่อว่า Ali Health 阿里健康 (HK: 00241) แต่ละธุรกิจทำอะไร มีกลยุทธ์อย่างไร ทั้งหมดติดตามได้ใน EP 22 

Deals Last month Alibaba formally merged Ele.me, the food listings and delivery platform it acquired in April, with Koubei, its local services spinout which raised $1.1bn in early 2017. There were reports at the time suggesting it would source $3bn of funding for the entity, but it turns out it has actually raised $4bn from investors including … Continue reading "19 November 2018 – In-Q-Tel Opens First International Offices"

In Ep. 26 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma discuss Koubei, rounding up the second installment of a two-part deep-dive into the local services space in China. An Alibaba subsidiary, Koubei recently merged with ele.me, another Alibaba-owned (via acquisition) entity which was covered in Ep. 25 last week. Listeners will also hear from Ed Sander of ChinaTalk, a China trip leader and prolific writer on the topic of e-commerce and China. Rui and Ying-Ying tell the story of Koubei. Though the brand was started in 2004 by an early Alibaba employee, it was left for dead in 2011 before being revived in 2015-- for the explicit purpose of going after the local services market. The O2O market had reached only 4.4% penetration at the time, but already presented massive opportunity. When reborn, Koubei began with the F&B (food and beverage) restaurant business, but it always had grander ambitions-- in fact, its very first press release said that it was eventually going to go into healthcare, supermarkets, and vending machines. Here, the story begins to overlap with Meituan's F&B ambitions: both aspire to digitize every aspect of the restaurant dine-in experience, including using AI to shake up the entire spectrum of operations and customer experience, and introducing “smart restaurants.” However, the crux of the battle between Alibaba and Meitun extends beyond F&B. For both internet giants, the emergence of Local Services and New Retail as a key business unit has been obvious. Listen to the newest episode of TechBuzz China and join our co-hosts and guest commentator in exploring: What can we predict following Meituan's assertions that it expects to be “the most aggressive investor in the offline retail space”? How do concepts such as robots, consumer privacy, and cashierless stores fit into the picture? In what ways is China arguably leading the world in innovations in this market? How are the divergent approaches of Alibaba and rival Tencent (part-owner of Meituan) to staking out ownership leading to different results in China's latest tech battlefront? As always, you can find these stories and more at pandaily.com. Let us know what you think of the show by leaving us an iTunes review, liking our Facebook page, and tweeting at us at @techbuzzchina to win some swag! Finally, a huge shoutout to our new listeners over at dealstreetasia.com.  

In episode 26 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma discuss Koubei, rounding out a two-part deep-dive into the local services space in China. An Alibaba subsidiary, Koubei recently merged with ele.me, another Alibaba-owned (via acquisition) entity which was covered in episode 25 last week. Listeners will also hear from Ed Sander of ChinaTalk, a China trip leader and prolific writer on the topic of ecommerce and China. Rui and Ying-Ying tell the story of Koubei. Though the brand was started in 2004 by an early Alibaba employee, it was left for dead in 2011 before being revived in 2015 — for the explicit purpose of going after the local services market. The O2O market had reached only 4.4 percent penetration at the time, but already presented massive opportunity. When reborn, Koubei began with the F&B (food and beverage) restaurant business, but it always had grander ambitions — in fact, its very first press release said that it was eventually going to go into healthcare, supermarkets, and vending machines. Here, the story begins to overlap with Meituan’s F&B ambitions: both aspire to digitize every aspect of the restaurant dine-in experience, including using AI to shake up the entire spectrum of operations and customer experience, and introducing “smart restaurants.” However, the crux of the battle between Alibaba and Meituan extends beyond F&B. For both internet giants, the emergence of local services and new retail as a key business unit has been obvious. Listen to the newest episode of TechBuzz China and join our co-hosts and guest commentator in exploring: What can we predict following Meituan’s assertions that it expects to be “the most aggressive investor in the offline retail space”? How do concepts such as robots, consumer privacy, and cashierless stores fit into the picture? In what ways is China arguably leading the world in innovations in this market? How are Alibaba and rival Tencent’s divergent approaches to staking out ownership leading to different results in China’s latest tech battlefront? As always, you can find these stories and more at pandaily.com. Let us know what you think of the show by leaving us an iTunes review, liking our Facebook page, and tweeting at us at @techbuzzchina to win some swag! Finally, a huge shoutout to our new listeners over at dealstreetasia.com. 

In Ep. 26 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma discuss Koubei, rounding up the second installment of a two-part deep-dive into the local services space in China. An Alibaba subsidiary, Koubei recently merged with ele.me, another Alibaba-owned (via acquisition) entity which was covered in Ep. 25 last week. Listeners will also hear from Ed Sander of ChinaTalk, a China trip leader and prolific writer on the topic of e-commerce and China. Rui and Ying-Ying tell the story of Koubei. Though the brand was started in 2004 by an early Alibaba employee, it was left for dead in 2011 before being revived in 2015-- for the explicit purpose of going after the local services market. The O2O market had reached only 4.4% penetration at the time, but already presented massive opportunity. When reborn, Koubei began with the F&B (food and beverage) restaurant business, but it always had grander ambitions-- in fact, its very first press release said that it was eventually ...

Deals Alibaba has confirmed the merger of Ele.me, the food delivery service it acquired in April, with Koubei, the local services platform it launched in 2015 and spun off two years later. The deal will be bolstered by $3bn of funding from Alibaba and SoftBank, and the newly formed entity will be going head to … Continue reading "22 October 2018 – Alibaba Confirms Ele.me and Koubei Merger"

In Ep. 25 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about Alibaba's recent moves to firm up its strategy around local services, putting pressure on Meituan-Dianping to defend itself. This war of “O2O,” or online to offline, is shaping up to be intense, with the latest battle round being the recent merger between food delivery rival ele.me (which Alibaba had acquired for $9.5 billion in April of this year) and Alibaba's New Retail subsidiary, Koubei. This episode of TechBuzz is the first in a series of deep dives on the local services space in China. Rui and Ying-Ying begin with some background on Meituan's “unstoppable roll” on its way to becoming the “Amazon of services” for China: the gargantuan super app is currently dominating several verticals including food delivery, movie ticket sales, bike sharing, and travel. However, its dominance is being challenged by Alibaba, and in the food delivery space this shows up in the form of the e-commerce giant's support for and acquisition of ele.me. Rui and Ying-Ying tell the origin story of ele.me. The startup's founder, former CEO, and now-Chairman Zhang Xuhao was a first year graduate student at Shanghai Jiatong University when he started the company with five friends in 2008, back when entrepreneurship was considered rebellious and unconventional. The venture was self-funded for a few years before landing angel investment from GSR's Allen Zhu, one of the best investors in China. Though ele.me grew quickly, it was still fairly small when it got its first big break-- Dianping's investment of $80 million which allowed the startup to embark on an accelerated expansion plan. It went from 300 employees at the end of 2013 to 5000 at the end of 2014. By August 2015, with traffic from shareholder Dianping and additional investment from Tencent, ele.me was feeling like it was on top of the world. The story, however, doesn't end there. Listen to the newest episode of TechBuzz China and join our co-hosts in exploring the rise of ele.me, its sale to Alibaba, and what's happened since. What is in store for the company-- and more importantly, for the future of local services in China? What is New Retail, and why is it bleeding into local services? How do they reinforce each other, or do they? Why is there always a war in Chinese internet, and who is going to win this one? As always, you can find these stories and more at pandaily.com. Let us know what you think of the show by leaving us an iTunes review, liking our Facebook page, and tweeting at us at @techbuzzchina to win some swag! Finally, a huge shoutout to our new listeners over at dealstreetasia.com.

In episode 25 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about Alibaba’s recent moves to firm up its strategy around local services, putting pressure on Meituan-Dianping to defend itself. This war of “O2O,” or online-to-offline, is shaping up to be intense, with the latest battle round seeing the merger between food delivery rival ele.me (which Alibaba acquired for $9.5 billion in April) and Alibaba’s new retail subsidiary, Koubei.  This episode of TechBuzz is the first in a series of deep dives into the local services space in China. Rui and Ying-Ying begin with some background on Meituan’s “unstoppable roll” on its way to becoming the “Amazon of services” for China: the gargantuan super app is currently dominating several verticals including food delivery, movie ticket sales, bike sharing, and travel. However, its dominance is being challenged by Alibaba, and in the food delivery space this shows up in the form of the ecommerce giant’s support for and acquisition of ele.me. Rui and Ying-Ying tell the origin story of ele.me. The startup’s founder, former CEO, and now-Chairman Zhang Xuhao was a first year graduate student at Shanghai Jiaotong University when he started the company with five friends in 2008, back when entrepreneurship was considered rebellious and unconventional. The venture was self-funded for a few years before landing angel investment from GSR’s Allen Zhu, one of the best investors in China. Though ele.me grew quickly, it was still fairly small when it got its first big break — Dianping’s investment of $80 million, which allowed the startup to embark on an accelerated expansion plan. It went from 300 employees at the end of 2013 to 5000 at the end of 2014. By August 2015, with traffic from shareholder Dianping and additional investment from Tencent, ele.me was feeling like it was on top of the world. The story, however, doesn’t end there. Listen to the newest episode of TechBuzz China and join our co-hosts in exploring the rise of ele.me, its sale to Alibaba, and what’s happened since. What is in store for the company — and more importantly, for the future of local services in China? What is new retail, and why is it bleeding into local services? How do they reinforce each other, or do they? Why is there always a war on the Chinese internet, and who is going to win this one? As always, you can find these stories and more at pandaily.com. Let us know what you think of the show by leaving us an iTunes review, liking our Facebook page, and tweeting at us at @techbuzzchina to win some swag! Finally, a huge shoutout to our new listeners over at dealstreetasia.com.

In Ep. 25 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about Alibaba’s recent moves to firm up its strategy around local services, putting pressure on Meituan-Dianping to defend itself. This war of “O2O,” or online to offline, is shaping up to be intense, with the latest battle round being the recent merger between food delivery rival ele.me (which Alibaba had acquired for $9.5 billion in April of this year) and Alibaba’s New Retail subsidiary, Koubei. This episode of TechBuzz is the first in a series of deep dives on the local services space in China. Rui and Ying-Ying begin with some background on Meituan’s “unstoppable roll” on its way to becoming the “Amazon of services” for China: the gargantuan super app is currently dominating several verticals including food delivery, movie ticket sales, bike sharing, and travel. However, its dominance is being challenged by Alibaba, and in the food delivery space this shows up in the form of the e-commerce giant...

Deals Alibaba spun off its local services platform, Koubei, with a $1.1bn round at the start of last year, and acquired food delivery service Ele.me in April 2018 at a $4.5bn valuation. Now the e-commerce firm plans to merge the two in a deal that could be supported with a $3bn to $5bn round that … Continue reading "13 August 2018 – Alibaba Plans to Merge Koubei and Ele.me"

Liza Lin from Wall Street Journal joined us to discuss one of the upstart Internet giants from China: Meituan Dianping with their upcoming IPO and described her recent interview with their charismatic founder, Wang Xing and where the company is heading. We discussed the backstory of the company, Meituan till its merger with Dianping, their focus as the "Amazon of Services" in China, their recent foray into ride-hailing taking on Didi and their shifting alliances from Alibaba to Tencent.  

In this episode of China Money Podcast, guest Andrew Teoh, founding partner of Ameba Capital, spoke to our host Nina Xiang. Teoh shared his views on potential mergers among Chinese tech companies that could take place in 2016, what start-ups China's BAT (Baidu, Alibaba, and Tencent) are looking to acquire right now, and if Chinese venture capital investments will cool further next year. Don't forget to subscribe to China Money Podcast for free in the iTunes store, or subscribe to China Money Network weekly newsletters. You can also subscribe to China Money Podcast’s Youtube channel or Youku channel. Q: Give us a brief introduction of Ameba Capital? A: We were founded in 2011 by three partners, former Kingsoft chief financial officer Kevin Wang, Koubei.com's founder Frank Lee, and myself. We focus on making early-stage investments in the technology sector in China, and have invested in numerous companies. Some of our more well known portfolio companies include Kuaidi, or now Didi Kuaidi, Mogujie, and the merged Meituan Dianping. Q: That's three unicorns right there, but we will talk about that later. You also had an interesting career before co-founding Ameba. Can you tell us a bit more? A: I was born and grew up in Malaysia, but also worked and lived in Australia, Hong Kong and Beijing. I joined Alibaba in 2005, when the company had slightly over 1,000 employees. By the time I left, Alibaba had over 20,000 employees. I was involved in Yahoo's investment in Alibaba, Alibaba.com's Hong Kong initial public offering in 2007, and Alipay's restructuring, during a period of the company's rapid growth. Q: What did that experience teach you about investing as a venture investor? A: I realized that a company is very much like any other living form. It grows and changes. I was dealing with issues and transactions signifying the stage of growth the company was in. Now as an investor in small start-ups, I'm dealing with early-stage growth similar to a child's growth. I was able to use my experience at Alibaba to help start-ups enter their next phase of expansion, and help them solve the challenges in that process. Q: Ameba Capital closed a second fund, bringing total asset-under-management to RMB1 billion (US$160 million). How was the fundraising process? A: It didn't take that long. The fund was filled up just from commitments from existing investors to our first fund. My partners and I are still the single largest group of investors in the fund. Q: Would you consider raising a U.S. dollar fund? A: I will never rule that out, but the capital markets in China have changed a lot during the past year. RMB as a form of investment currency will become more important, especially in the tech world. When I started Ameba, it was rare to see RMB-denominated institutions investing in technologies because a lot of capital was from U.S. dollar funds, and exits were all overseas. But that is changing rapidly. There are more exits domestically, also more M&A happening among domestic firms. Q: So you see more RMB funds to be raised, more domestic listings and deals happening in the future? A: Yes, we will see that both in early-stage and late-stage investments. I think that's very healthy, and it shows that our format has worked. Q: How much do you invest per deal, and how many companies have you invested in total? A: For our second fund, we invest in pre-A and series A rounds, so from a few million RMB to tens of millions RMB. Cumulatively, we have backed around 60 companies. Q: In terms of strategy, will there be any changes from your previous focus on e-commerce, corporate services, advertising, etc.? A: We will continue our strategy to focus on the data aspect of e-commerce, a very niche market of advertising. We also like a few verticals such as healthcare and education. Our sector focus hasn't really changed, but the companies operating in these areas have changed...