S6E04｜碾压传统VC，CVC的钱更香？ - What's Next｜科技早知道

What this episode covers

近几年迅速火热的 CVC 会取代 VC，成为创业者「更好的选择」？今年 1 月，微软以 750 亿美元收购动视暴雪，成为微软 46 年历史上最大规模的收购案，谷歌脸书苹果也围绕着各自的核心战略持续拓展「生态版图」；同一时期，字节跳动却逐步解散曾经投出了 Pico 和沐瞳科技的战投部门，腾讯在去年年底也以 1000 亿元切割自己与京东的股权关系。到底是中美 CVC 正在分道扬镳，还是洗牌后的企业风险投资进入全新时代？本期节目，主播 Diane 与同为投资人的 Richer 和 Momo，想在世界睡眠日跟大家闲聊一波，讨论 VC 和 CVC 更适合哪个阶段的创业者？互联网和产业巨头的 CVC 如何影响风险投资生态？什么样的投资对 CVC 才是最有价值的？反垄断其实对 CVC 的影响没有那么大？如果你是创业者，听完这期节目，或许就知道拿谁的钱才会在今年睡的更香。号外在上一期 Lane Bess 节目之后，「科技早知道」即将邀请大数据赛道最亮眼的明星公司 Databricks 的联合创始人，也是人称数据领域张一鸣的 Reynold Xin，一起畅谈大数据和人工智能领域的新变化。如果收听「科技早知道」的小伙伴对 Reynold 或者 Databricks 有任何好奇的问题，快快在我们的评论区留言，我们会邀请Reynold 一起来讨论哦！本期人物 Diane，「声动活泼」联合创始人，「科技早知道」主播 Richer，大观资本北美负责人，「科技早知道」主播 Momo，大健康消费投资人，「泡腾VC」主播主要话题 [09:18] 国内 CVC 这两年找到了比较好的出手时机？ [17:02] 对于创业者来说，CVC 和 VC 谁更香？ [31:12] M&A 以协同为主，CVC 倒没有被主营业务限制？ [32:45] 综合 ROI 是对企业 CVC 更好的评判标准？ [39:17] 目前的外部波动，会让 CVC 受到更强冲击？ [41:54] 企业做投资越来越机构化？延伸阅读 Richer 关于美国 CVC 的分析文章：疫情席卷，美国CVC交出了一份“恐惧VS贪婪”的答卷 CB Insights 关于 CVC 在2021年发展情况的分析报告：State of CVC 2021 Report 美国持续推进互联网反垄断审查中的灰色地带：Congress’ big antitrust bill is filled with gray areas 2021年140家企业成立了CVC：Corporations Launched 140 Venture Capital Funds in 2021 关于企业如何把财务和战略目标结合起来的文章：With capital aplenty, modern corporate investors marry financial and strategic goals 使用音乐 Tried And True-Imprismed 幕后制作监制：刘灿后期：Luke 运营：Yao 封面设计：饭团关于节目原「硅谷早知道」，全新改版后为「What's Next｜科技早知道」。放眼全球，聚焦科技发展，关注商业格局变化。关于我们声动活泼的宗旨是「用声音碰撞世界」，致力于为人们提供源源不断的思考养料。我们还有这些播客：声东击西、声动早咖啡、反潮流俱乐部、泡腾 VC、商业WHY酱欢迎在即刻、微博等社交媒体上与我们互动，搜索声动活泼即可找到我们期待你给我们写邮件，邮箱地址是：[email protected] 如果你喜欢我们的节目，欢迎打赏支持或把我们的节目推荐给一两位朋友欢迎加入声动胡同小社区！也许你知道「声动活泼」办公室在北京二环内的胡同里，事实上我们也有一个线上的「声动胡同小社区」。成为社区会员，你可以收到一周不少于三次的来自「声动小邮筒」的邮件，同时还可以参加我们各种各样的线上和线下活动，或者是一些有趣的游戏。点击这里即可了解社区氛围。我们期待你加入这个虚拟胡同社区来支持我们，并和我们一起亲近交流，和有趣的人进行「碰撞」，收获新知、友谊并看见更大的世界。国内用户（年付）：加入声动胡同小社区海外用户（月付）：加入声动胡同小社区期待你的加入！Special Guest: 陈默默.

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How long is this episode of What's Next｜科技早知道?

This episode is 49 minutes long.

When was this What's Next｜科技早知道 episode published?

This episode was published on March 23, 2022.

What is this episode about?

近几年迅速火热的 CVC 会取代 VC，成为创业者「更好的选择」？今年 1 月，微软以 750 亿美元收购动视暴雪，成为微软 46 年历史上最大规模的收购案，谷歌脸书苹果也围绕着各自的核心战略持续拓展「生态版图」；同一时期，字节跳动却逐步解散曾经投出了 Pico 和沐瞳科技的战投部门，腾讯在去年年底也以 1000 亿元切割自己与京东的股权关系。到底是中美 CVC 正在分道扬镳，还是洗牌后的企业风险投资进入全新时代？本期节目，主播 Diane 与同为投资人的 Richer 和 Momo，...

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