Chapter 1268 Li Mu's Wall Breaking Plan
Li Mu carefully pondered the history of Apple's development, and felt that the current Apple is actually at its weakest time.
Because the invincible products such as the iPhone and iPad have not yet appeared, Apple has not yet formed a compelling halo around the world, and its powerful halo is brought about by the iPhone. If he succeeds, he is equivalent to cultivating the Jiuyin Sutra + Sunflower Collection. At that time, he will be truly invincible in the world.
If Li Mu can grab the iPhone's lead, come up with the first real touch screen smartphone, and destroy the development of IOS, it will be equivalent to breaking Apple's efforts.
Losing the lead of the iPhone and the leading position of the entire smartphone industry, Apple will lose the lead in many fields. After all, the impact of the iPhone on Apple is endless. If there is no iPhone, there will be no iPad, and Apple's IOS will also be It is difficult to promote it. If there is no iPhone to promote the IOS system on the mobile terminal, the sales of products based on the OS system will also be greatly affected. For example, the sales of PC products such as Macbook and iMac will at least be cut in half. In this case, the future Apple Even if the market value is exhausted, it cannot exceed 300 billion US dollars, and if a high-tech industry company cannot find a pillar product for a long time, it will definitely go downhill quickly.
Apple is scary, and Jobs is awesome, but Li Mu felt that as long as he planned a strategy and controlled every detail, he would be able to attack Apple just as he was attacking Tengxun and QQ.
Let's call it the "Breakthrough Plan", Li Mu thought.
But suddenly I thought of Liu Cixin's "Three-Body Problem", the Wallfacer in it can mobilize all the resources in the world, and is even more powerful than Apple, so come and be Apple's Wallbreaker!
This plan to break the wall for Apple is his own "Break the Wall Plan"!
As a result, Li Mu suddenly felt a strong sense of historical mission. This grand strategy of breaking the wall can affect the entire world, so he must plan well and strive for a complete victory!
When I thought of the possibility of standing in front of Jobs in the future, I told him with a smile: "Steve Jobs, I am your wallbreaker."
Li Mu felt that the rebirth was really wonderful.
If there is such a day, I believe that Steve Jobs will only look at himself with a dumbfounded expression. He will not understand what the words "Wallbreaker" mean, but what is certain is that when the At that time, I was like a god in front of Steve Jobs.
Steve Jobs is a genius, but he is also paranoid. After carefully analyzing the behavior of this great god, Li Mu believes that his advantages and disadvantages are very obvious. The advantages are naturally superior thinking, decisive actions, and unique vision, but the disadvantages are also obvious. Overly arrogant, selfish, somewhat cold-blooded, and unscrupulous to achieve their goals.
In fact, throughout Steve Jobs's life, glory and shame coexisted, but the glory was so great that the shame was selectively ignored by many people. Li Mu had learned many small details about him, such as refusing to pay his biological daughter alimony. Being executed by court judgments, such as deceiving friends and partners, such as using some shameless means to prevent the development and cooperation of other companies, and Apple's success in the previous stage, to a large extent stemmed from the deep plagiarism of Xerox GUI, and even There are many people in the industry who have commented that Jobs' approach is no longer plagiarism, but burglary.
In short, this is not a saint, nor a villain, but a bull who will do anything to achieve his goals.
Li Mu does not worship Jobs, but he admires the huge impact the iPhone has brought to the whole world. In fact, Jobs is not completely correct in the field of smartphones. For example, he has always been reluctant to provide third-party developers with the iPhone SDK, which is the software development kit. , the fundamental reason is that Jobs did not want to open his products to third-party developers.
If Jobs insisted on this closed concept, then there would be no APP-Store with extremely high profitability later. IOS is likely to be overtaken by the fully open Android because of its poor openness to third parties;
For another example, when he was alive, he was full of contempt for large-screen mobile phones, thinking that people would not need such a clumsy large-screen mobile phone, and the iPhone 4 was the most reasonable mobile phone size; but in fact, the development trajectory of smart phones is the size of the mobile phone and the size of the screen. The process of constantly increasing the proportion and constantly looking for the golden size.
Immediately after the global popularity of Samsung Note, it also proved that Jobs's views were paranoid, and it was a paranoid view that could not represent the public at all, but could only represent himself. After the death of Jobs, the iPhone and other brands of smartphones did not have it. Following Jobs' paranoid determination, all mobile phone manufacturers, including Apple itself, have raised the screen to more than 4 inches. If Jobs is still alive and insists on a 3.5-inch screen, I am afraid that the myth of the iPhone will not continue forever;
Therefore, no one is perfect, and it is not human but God who has no flaws. It is precisely because Jobs is not a god in Li Mu's eyes that Li Mu has the confidence to defeat him.
Li Mu seemed to have found the next big goal of his life at once, and he was immediately excited. Before the plane took off, Li Mu hurriedly called Elon Musk. Ron Musk must know more.
At this time, it was late at night in the United States. After the sleeping Elon Musk was woken up by the phone, he wanted to scold the street for the first time, but when he saw that Li Mu was calling, he immediately turned into a docile sheep and answered the phone to ask questions. : "Mr. Li, what's your order for calling me so late?"
Li Mu heard his tired voice, and realized that it was early morning in the United States, so he said embarrassedly, "Sorry, Elon, I'm in China, and I forgot about the jet lag."
"It doesn't matter." Elon Musk smiled: "You are my boss, and I am at your disposal 7x24 hours a day."
Li Mu smiled and said, "You're not working for me. When will I become your boss?"
Elon Musk laughed: "Isn't PayPal just me working for you? If there is an opportunity in the future, I naturally hope to cooperate with you in more fields."
Saying that, Elon Musk remembered something and said, "Oh, by the way, after we met last time, I went to see the car powered by a laptop battery, it seemed a little interesting, the lithium battery of the laptop battery looks like It is very small, but the combined energy is really powerful, and the power storage per unit volume is also ideal. I think this thing can really invest some money and try it. If it can be mass-produced, it should be a relatively future industry. ."
Li Mu snorted and said, "You can get in touch with them. If they accept controlling investment, I can invest and share some of your shares at that time."
"OK." Elon Musk said: "I'll take the time to go over there again, take a closer look, and talk to them to see their willingness to raise money."
"Okay." Li Mu said, "I'm calling you for something else. Do you know anything about an American company called Apple?"
"Understood." Elon Musk said casually: "I like their products, a company with a geek mindset."
Li Mu asked: "What is the current situation of this company?"
Elon Musk thought about it and said, "This company was good before, and its PC products are quite valuable, but it took some detours in the past few years, and it encountered a bubble burst, so it was a bit severe, but recently In the beginning, in 2001 they launched a music player called iPod, and then launched a software called iTunes, this software is very interesting, it helps record companies in the United States and around the world sell digital music, which is just right with their It's a piece of hardware called the iPod, and it's doing really well."
Li Mu frowned. The relationship between iPod and iTunes is like the relationship between his own logistics company and the logistics management system. The combination of the two is extremely close and can produce a strong chemical reaction. In addition, the European and American markets have always been very aware of copyright. The habit of paying for digital music online has been cultivated for a long time, so it has given iPod and iTunes excellent development soil. iPod itself is a very good product. The more it sells, the more iTunes users will be. At the same time, the more music sales on iTunes, Apple can sell hardware to make money, while increasing the installed capacity of software, and continuously increase the sales of digital music in the software market. This is a perfect closed-loop combination.
It appears that, before the launch of the iPhone, the combination of the iPod and iTunes was a major force for Apple, accounting for at least half of Apple's revenue.
So, Li Mu hurriedly asked, "How much is Apple's market value now?"
Elon Musk hesitated for a moment and said, "$5,600 million, it won't go any higher."
"So low?!" Li Mu was a little surprised by the market value of five or six billion US dollars. In 2016, Apple exceeded six hundred billion US dollars. If in 2003, it was only five to six billion US dollars, then it will be more than ten years in the future. Its market value has soared by at least a hundred times!
Elon Musk said: "Wait a minute and I'll check."
Saying that, Elon Musk turned on the computer, checked the Nasdaq information that had closed, and said to Li Mu: "Stock code AAPL, the stock price closed yesterday at $7.2, and the market value is $5.355 billion."
Li Mu didn't say anything in his heart. Apple's market value today is only 5.3 billion US dollars? The valuation of Muye Technology in the last round of financing was already 33 billion US dollars. After the successful financing, the valuation has been raised to the level of more than 40 billion US dollars. If it is an IPO, the market value will be tens of billions of dollars. Buying ten apples is not a problem.
Li Mu asked, "Is Apple's shareholder situation complicated?"
"I'm going, it's too complicated." Elon Musk said: "Even Microsoft has shares in Apple, but they have been selling these shares one after another in recent years. Boss, wouldn't you want to invest in Apple?"
Li Mu smiled slightly and said, "I have this idea, but I haven't figured it out yet."
Elon Musk said: "Boss, Apple's main business is in the hardware market, which is very different from Makino Technology, and its hardware market has always been very small, and iPod sales are better. If you want to invest in or acquire Apple, I don't think the strategic significance is very big, and it now relies on iPod and iTunes for at least half of its profits, which can easily be replaced by you, the boss."
Li Mu suddenly thought of his Mango-ME, which is the super cost-effective MP3 used to break the price of domestic MP3s. The overall design style of the machine is close to the iPod-nano in the next few years, and it looks better than the current iPod. , the key is that it is nowhere cheaper than it!
If you take Mango-ME yourself, or take a high-end version of Mango-ME and go to the United States to face the iPod, and continue to use this method of smashing the price, Apple's iPod business will definitely suffer a huge blow;
If you develop a piece of software similar to iTunes on the basis of YY, or simply embed a little software like iTunes on YY, and then go to discuss cooperation with record companies all over the world to help them sell digital albums, With YY's current user size and influence, I'm afraid no record company will refuse. No matter how powerful iTunes is, it can't compare to the current YY. If YY does this business now, it will definitely be able to beat iTunes all over the place.
At that time, if you develop a YTunes by yourself, and then use it with Mango-ME to sell it in the European and American markets, Apple's overall profit will definitely suffer a major blow. If the main profitable product is attacked, it means that the main labor force of a family is suddenly interrupted. If he loses his legs, not only will he be affected, but other members of the entire family will be greatly affected!
If a "big family" is used to describe the current Apple, then the traditional PC business and the supporting -OS system are like the unhappy father and mother in this family.
My father always felt that he was very talented and capable, but he was not recognized by the outside world, so that his income was relatively meager. If he only depended on him to support the family, it would indeed be difficult for him to support his family. Although his mother has always tried her best to assist her father. , but the effect it can play is too weak to bring about substantial changes.
At this time, the eldest son, iPod, finally graduated from college and started a business together with the eldest daughter, iTunes. Unexpectedly, the two of them started a business smoothly. With their abilities, they immediately brought a huge income to the family. This income After they got home, they not only subsidized their parents, but also helped them raise their younger siblings.
Because the family has enough income, an underage son, iPhone, was sent to the best school. In the next few years, when he returns from his studies, he will become the real pillar of the family. The sister iPad also followed in his footsteps and achieved a lot of achievements.
Gradually, the eldest son, who supports the family's income and can keep up with the development of the times, gradually declined. However, due to the great success of the younger son and the younger daughter, the eldest son has completed his phased tasks and then retired, while the younger son. Together with the younger daughter, while greatly promoting the development of the family, they also help their parents gradually realize their value in life, and also help the eldest daughter iTunes develop steadily.
Later, the eldest daughter had her next generation, and her next generation was fully nurtured by the younger son and daughter as soon as she was born. The youngest generation of the family is APP-Store.
Looking at the development line of this "family", if the eldest son and the eldest daughter fail to start their own business, the blow to the family is very likely to bring the family to the brink of collapse.
Disintegrating this family is Li Mu's biggest dream at this moment!
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