科技发展速度没跟上。
奈飞的股东们,现在只能看到它在租赁市场上的潜力,觉得价钱合适就卖了,再正常不过。
人们往往喜欢从成功的企业身上,倒推它是如何才获得成功,这容易陷入幸存者偏差的错误认知里。
至少在这硅谷初创公司倒闭四成的2001年,有人愿意花高价接盘,对奈飞的股东们来说已经是一种难得的幸运,更多企业既没熬过寒冬,又没遇到被大金主看中的幸事,连个水花都没溅起来,就先关门大吉,或者跑路躲债。
硅谷很难藏得住秘密。
当天刚跟奈飞的人签完合同,就有无数心怀希望的创业者们,满硅谷打探苏业豪的下落。
出门喝咖啡会被围堵,去颜文字集团谈生意会被围堵,就连带着姜渔去吃晚餐,都能遇到把文件袋塞给他,大呼小叫说自己项目一定能够成功的年轻创业者。
一年多以来,硅谷改变了太多的东西。
刚开始时候,大多数人都以为自己会是天选之子,可惜生活太无情,分分钟教会了他们什么才是现实。
埃隆·马斯克也一样。
他其实觉得Paypal有机会获得成功,但也仅仅只是有机会罢了,公司话语权并不在埃隆手上,早就随着融资跟合并重组,被风险投资机构的人拿走决策权。
得知很多人正在向苏业豪推销项目,Paypal的股东们担心苏业豪会看上更好的选择,于是关起会议室的门抓紧时间商量,决定尽快在出售方案和融资方案里二挑一。
以Paypal当前每个月烧掉一千万美元融资款的速度,不得不考虑接下来应该怎么办的问题。
实际上在股东当中,有两家风投机构挺有实力,可它们本质上还是一家公司,出于控制风险考虑,不可能往一个项目里投入太多资金,除非看见大概率会赢的希望。
而Paypal现在的表现,勉强只能称得上还不错,能不能打赢其他同行还是未知数, B轮融资过后只能再撑三四个月,营收和用户增长数据却不容乐观。
初创公司之间的竞争,比大企业还要激烈,谁拿到更多发展资金,才能领先于竞争对手,输家只会落个无人关注,没有资金流入的下场。
这也很正常。
就好比赛马场上押注,既然已经看见一匹赛马遥遥领先,哪怕赔率稍微低一点,赢得比赛的概率也很大,何必要把筹码压在其他高风险的项目上。
随着苏业豪盯上在线支付工具领域,局面跟之前大不一样。
他虽然暂时斗不过微软公司,影响些新兴行业还是绰绰有余的,只要传出苏业豪看好这一行的消息,哪怕市场萧条成现在这样,多半也会吸引旁人跟风下注。
例如哪家上市公司只要被巴菲特盯上,短期内普遍会迎来一波上涨。
排在福布斯富豪榜前列的超级富豪,本身就自带光环,尤其是苏业豪这种真正凭借投资,闯出过硕大名气的,许多人还记得他去年如何做空收割纳斯达克指数,短短两个月暴赚二三十亿美元,简直如有神助。
身为CEO的马斯克正发呆走神,他在公司里只持股16%,风投机构的人不在乎他的想法。
大环境不佳,人们下意识会往坏处考虑。
激烈讨论一个多小时,选择套现走人的股东终于占据上风,话语权超过了72%,当即举手表决,通过了出售方案。
先确定要卖掉Paypal,不过他们认为还要再尝试争取一下,看能否以三亿五千万美元的价格成交。
埃隆·马斯克和众多风投打过交道,直到完成表决,他才开口说:
“好吧,随便你们怎么样都行,我记得苏昨天说过,如果有谁愿意保留股份,也可以继续持股,有谁愿意留下?我会留在公司里,只出售持股份额的一半。”
说完,他率先举手。
另外两位股东也跟着举手,大概只占据总股份的21%,剩下的两位小股东弃权了。
其中有位中年白人,告诉说:
“我觉得有了颜文字集团的渠道,我们Paypal可以发展得很快,只是即使出售股份,公司账户上仍然没有充足的资金,这意味着很可能还会融资,进一步稀释我们的股份?”
另一位选择出售股份的股东,对大半年就收获两倍以上利润的结果非常满意,此刻笑道:
“各位,硅谷现在不缺项目,只缺少资金,我们完全可以从头开始,挑选些新项目。以前我们评估认为,Paypal最好的结果是被一家网络购物公司收购,可惜亚马逊有他自己的支付系统,eBay也拥有类似的交易系统,自从开始收费之后,我们的用户增速明显放缓。”
“它也许很有潜力,但只有在网购企业手里,才能真正发挥出来,颜文字集团没有和银行卡联盟竞争的实力,而且一旦卖出股份,反洗钱、交易欺诈之类的诉讼,就跟我们没关系了......”
正是由于网络购物行业火爆,才带火了支付工具行业。
泡沫破裂后,各家网购巨头自身就半死不活,何况是它们这些支付工具类的互联网公司,出于种种因素考虑,导致Paypal的发展前景黯然失色了不少。
支付工具毕竟只是工具,前有VISA、万事达等机构的打压,后有避免资金流入灰色领域的监管压力,未来发展充满不确定性。
原本想着那么多钱砸出去了,咬咬牙撑到行业回暖。
哪知道正好冒出个苏业豪,还给出个相当不错的价格,几家风投机构的人互相一合计,索性就决定卖掉。
埃隆·马斯克倒是没考虑那么多,纯粹认为苏业豪打算往网购行业发展。
除此之外,他还没想到接下来要做什么,于是才决定留下来赌一把,只套现一半的持股份额,等于双保险。
最坏的结果,无非也只是损失一半的财富,但要是苏业豪的网购生意做成了,肯定能够赚回更多。
他猜测苏业豪会往网购行业发展的原因,在于颜文字集团这次还收购了奈飞。
考虑到奈飞公司的情况,埃隆 ·马斯克打心里觉得,苏业豪多半是想卖片吧,因为亚马逊早年就是卖书起家,换成卖片合情合理,有着庞大的市场需求。
Paypal这边商量出结果,由一位风投的人出面,再次约苏业豪过来协商。
愿意再次商量本身,已经说明他们动摇了。
苏业豪咬死三亿美元的价格不松口,对方装模作样讨论会儿,果然还是答应以这个价格成交......
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