“ thinking about the innovation history of the past few years, what is it? & rdquo; in the recently held in 2015 China Innovation Summit in the fall & ldquo; Qualcomm Sequoia mobile Internet & rdquo; special, facing the investment in mobile Internet such a popular but not without agitation of the tuyere, Sequoia Capital China fund partner Qing Sheng Zheng takes & ldquo; entrepreneurial thinking mode & rdquo; such a slightly doctrine study gas posture, bringing the is not the same as in the Internet investment perspective.
“ whether the entrepreneur or investors, will encounter all kinds of difficult problems, the more we should think about the problem is not now to the end of the state. ” he said that the vision into a wider space, to solve the anxiety of venture and investment, with a macro perspective to see the time, everything can be shortened.
Two kinds of problems of Internet business
Any theory needs to find the core of the basic problem, the theory of entrepreneurship is no exception. “ we put all the (business) thinking into two categories, or all successful conditions into two categories, one is full of conditions, one is a necessary condition. ” Zheng Qingsheng.
However, most of today's business, we are looking for the fact that most of the necessary conditions, in other words, the theory of interpretation of the post. And whether it is in the process of entrepreneurship, or in thinking about a business model, it is necessary to remove those unnecessary conditions.
“ for example, what is a good team? Can I have a necessary condition, the team he must drink water, it really does not constitute a any occlusive conditions, so we must put it resolutely excluding, removed after we in sufficient conditions will form more important conditions. ” Zheng Qingsheng.
What does this have to do with the Internet investment? In the Sequoia Capital China fund partner seems, until today, the Chinese Internet in the past 10 years is actually carried out along these two kinds of problems.
A kind of problem can be called the changes of human cognition and behavior patterns. “ a large number of applications, especially in social classes, including some novel tools, all belong to this category, they are the first time to share the pictures, the first proposed theory. ” he believes that this kind of application is very strong, but it is totally unpredictable, and it is the application of the people.
As such a venture, entrepreneurs will find that they can only be required to predict the behavior of the crowd in the future, in addition to the things that are not so important.
Another class is currently in vogue, can be summarized as information transparency and the cost of information to reduce the cost of a large class of business. “ this kind of entrepreneurship is actually related to the current channel effect of the whole China, including O2O, including all the Internet electricity suppliers, including mobile electricity suppliers, this part of the business is actually a big increase in our overall channel effect, it is the channel formation of entrepreneurship. ” Zheng Qingsheng.
