Original link: http://afoo.me/posts/2022-07-06-ghost-stories-of-toB-biz.html
The strange status quo of China’s ToB software – Teacher Fuqiang: Thinking and Precipitation of an Architect
Fu Qiang said the thinking and precipitation of an architectThe strange status quo of China’s ToB software
Wang Fuqiang
2022-07-06
- 1 Good-looking takes precedence over practicality
- 2 Projects take precedence over products
- 3. Valuation takes precedence over cash flow
- 4 Relationships take precedence over competencies
- 5 more…
1 Good-looking takes precedence over practicality
What is BI? Business Intelligence, business intelligence, what big data are you talking about every day, what is the purpose? Not for business and intelligence? !
The question is, when it comes to the enterprise, Shangfeng only pays attention to whether the big data screen is good-looking and the effect is dazzling. How many people really play data-driven operations?
Watching a number of big data-started companies around me, transforming into a designer platform or template platform business, and engaging in chicken feather big data, the customer demand is not there, and I can’t make money. I’m still honest, customer first, and look good. Bar!
Cost reduction and efficiency increase? Get off the tmd calf! Customers don’t care, I tmd care about wool!
2 Projects take precedence over products
Under the shroud of the resource allocation pattern of “Lower Logic” and the nature of the toB business stock allocation , all ToB software companies ultimately play not value creation, but value contribution and backwardation. If there is no financing to support, in order to survive resources, you have to roll, roll, roll, lick, lick, lick, want to make products and wait for customers to take the initiative to prepay? Think beautifully! It’s good to have a project to do. If you can do one, you will be one. You don’t have to worry about long-term missions and mid-term goals. Survival is the most important thing at the moment. Except for the rich!
3. Valuation takes precedence over cash flow
Software is actually a very mid-to-late business (remember the LoD mentioned by Mr. Fuqiang?), if the business can’t survive, who tmd cares about whether the software is doing well?
Therefore, the toB software business means that basically, the company has to have demand and payment motivation after the survival period. ”, can form the underlying competitiveness, and can also achieve large-scale revenue, here we can only hope to be listed and cashed out, so the valuation is more important than the cash flow.
However, once the surrounding is turbulent, the cash flow cannot continue…
Fortunately, the big environment belongs to the big environment, and there are always lonely and brave people who forge ahead and respect the reasonable underlying business logic.
4 Relationships take precedence over competencies
As I said in “Technology, Business and People” , in China’s ToB business, the order of资源、关系、能力should not be chaotic.
Having resources is equivalent to having Fuck You Money, and you can never be cocky when you encounter customers you don’t like.
If you have a relationship, you can get the project;
able? You are chosen, last in line.
This is the key logic of China’s ToB business, I’m talking nonsense.
5 more…
Can’t make it out, let’s do it first! 😉
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