On the evening of April 11, Mobike employees who showed their real-name authentication broke the news on Maimai that in the afternoon, Mobike held a general meeting, not only the three founders Wang Xiaofeng, Hu Weiwei, Xia Yiping were present, but also Meituan. Founder Wang Xing also appeared at the meeting.
Subsequently, a Mobike employee confirmed the news to 36Kr, saying that this was the first time the company held an all-hands meeting after Mobike officially announced its acquisition by Meituan on April 4, and some employees joined by video. .
Wang Xing promised at yesterday's all-hands meeting that the positions of existing employees will not be moved, and Mobike will not make layoffs. The above-mentioned Mobike employee said that Wang Xing used the large-scale layoffs after the merger of Didi and Kuaidi as an example. , even if there is a small overlap, he will arrange it properly."
In addition, Wang Xing also explained at Mobike's all-hands meeting on whether Meituan should go public. He did not directly disclose whether or not to go public and the specific timetable, but Wang Xing said that if Meituan goes public, the stock price will at least triple. 36Kr has previously reported that Meituan is discussing IPO matters and plans to IPO in Hong Kong as early as 2018, with a valuation of US$60 billion. Meituan will also consider listing in mainland China if policy permits.
When Meituan won Mobike, in addition to increasing its pre-IPO valuation, it also gained a relatively high-quality movable property. Mobike attaches great importance to technological content, and the cost of vehicles is higher. GPS positioning and data collection can be obtained from the beginning - this is the key point of the previous debate between Ma Huateng and Zhu Xiaohu in the circle of friends. Although it is criticized from the perspective of cost, for Meituan, this is more like a gift.
Moreover, Meituan can also open up a flexible funding channel by mortgaging its expensive Mobike bicycles. In other words, Mobike, as a movable asset, can be used by Meituan for multiple mortgage financing.
As for the issue of options for Mobike employees after Meituan went public, the above-mentioned employees said that Mobike’s internal meeting had actually given a solution: the options would be converted into Meituan options in a certain proportion. At the same time, Wang Xing also promised Mobike employees that after converting the options, the exercise price would be lower than before.
The above-mentioned employees also revealed that Wang Xing believes that Mobike’s main competitor in the later period should be Hellobike, not ofo, which is currently the most fierce. He said that Wang Xing described ofo as "selling himself into a very big pit", and revealed that ofo had mortgaged his vehicle to Ali for only 100 yuan a car.
Wang Xing believes that the core goal of Mobike is to become a service provider of the line. The specific improvement goal is to allow users to ride with high quality, unlock, ride, and enjoy a good riding experience anytime, anywhere. As for the income model, he also mentioned a few points: direct riding charges, monthly cards, quarterly cards, There is also traffic import realization.
Previously, during the transaction between Mobike and Meituan, whether the founding team would leave and who would take over Mobike became one of the most discussed topics among internal employees. At yesterday's meeting, Mobike founder Hu Weiwei said that he would not leave Mobike, which was a response to the rumors of leaving. After Meituan acquired Mobike, Wang Xing once sent an internal letter revealing that Mobike will continue to maintain an independent brand and independent operation, and the management team will remain unchanged. Wang Xiaofeng will continue to serve as CEO, Hu Weiwei will continue to serve as president, and Wang Xing himself will serve as the Chairman.
36氪 learned that since the end of last year, many Mobike employees have left one after another, and many executives have also left one after another to join the wave of blockchain entrepreneurship. Therefore, the above-mentioned Mobike employees said that Hu Weiwei's move was more to stabilize people's hearts.