贝望录
Interviews with media and creative people, dense with firsthand experience
1:31:47Mooncakes sell for only two months a year, yet they've become a 28.2 billion yuan business
Being bound to Mid-Autumn Festival actually traps mooncakes' selling window, but the 28.2 billion yuan scale comes from the gifting occasion and flexible custom production lines, not from flavor innovation.
50:56Going overseas: don't wait until you're big to go to the US and Europe — go there first so you can get big
Wei Zhe says many companies think they'll go to the US and Europe once they're big, but it's exactly backwards — you go there so you can get big. Pick the wrong region and nothing that follows — product 3.0, the channel pyramid — can be built.
1:36:58Tesla's real disruption wasn't electric — it rewrote the auto industry's rulebook
Legacy automakers didn't fail to see Tesla; they filed it under "new toy in a niche segment." What actually got disrupted was the seven-year model cycle, the dealer system and supply-chain interests — baggage that kept them from turning around.