The failure of internet companies in the car-making industry

I once wrote an article: Dong Mingzhu said that China car companies are "shoddy". Is it so difficult to build cars?

I recently read the book Variables, and I feel that what I wrote before is not clear enough. Although I explained the difficulty of building a car, I still didn't talk about important ideas at first. This time I will talk about the story of building a car.

they come from different industries. They are aggressive with Genghis Khan's cavalry, come and go like the wind, and are good at "reducing the dimension and hitting". They are a new force from the Internet.

in 28, the Nasdaq index fell all the way from 27 to the bottom. Then, as the financial crisis slowly passed, when the winter passed, all kinds of Internet technology companies ushered in the best spring. In 218, looking forward to 1 years, that decade may be the golden decade of Internet entrepreneurship.

in the past, shopping malls were so hot that the industry said that as long as a good place was circled, it was bound to make money to build a shopping mall. With the advent of the Internet and online shopping, shopping malls suddenly declined. Taxi industry, a typical monopoly industry, is too big to fail. However, the network car is coming, and now the traditional taxi can only linger on. Internet forces have attacked the city all the way and are invincible. So when

was about to go to the next city, he suddenly found that the invincible cavalry had hit a wall. The car-making movement began in 214, reached its peak in 217, and suddenly turned around and entered a fading period in 218.

In 214, when Tesla entered China, the whole Internet was boiling, and Internet people suddenly found that it didn't seem so difficult to build a car.

Back in 217, Jia Yueting of LeTV was the hottest. But now? After the pit in Sun Hongbin and Xu Jiayin, I heard that I recently got on with Zhu Jun of the9 cities.

In p>218, Weilai Automobile was particularly popular, and it mainly promoted the ES8. Compared with boss Jia, Wei Lai is much more reliable. However, the car was slow to get off the assembly line, and then it encountered a spit. The final output can't go up.

In short, the expectation is good, but the reality is cruel. So why do these invincible cavalry get frustrated when they build a car?

lack of experience? No, Li Bin of Weilai Automobile, He Xiaopeng of Xpeng Motors and Shen Haiyin of Singularity Automobile are all senior Internet practitioners.

is there not enough capital? Not exactly. Take a closer look at these forces. Not all of them are giants like BAT.

so why did the internet's once invincible style suddenly fail to work when it reached the car-making market? This conclusion is what I saw in teacher He Fan's Variables:

What is the offensive weapon of the Internet industry? One is data, the other is technology, and the third is capital. It is these weapons that make them invincible. But when they break into the hinterland of traditional industries, their power will be greatly reduced.

Let's talk about it next time: the challenger's spear and the defender's shield.