Insta360, worth hundreds of billions, was driven to zero profit by DJI. This battle is brutal.
Just a year ago, it was the darling of capital, with a market value of hundreds of billions being hyped to the sky.
Now profits have dropped straight to zero. The gap is even more dramatic than a roller coaster.
Don’t rush to blame management—first look at who is standing across from them: DJI, the absolute overlord of the drone field.
Insta360 makes panoramic cameras, and DJI is determined to come in and grab a slice of the pie.
Product lines overlap, price wars have gone to the bone: you cut prices, I cut too; you launch something new, I follow immediately.
Small companies can’t outspend on R&D, can’t outspend on channels, and in the end can only compete on who has the deeper pockets.
To put it bluntly, this is a dimensionality-reduction strike by a giant. The orchard you worked so hard to plant, they just drove a bulldozer right in.
Insta360 lasting a year without collapsing is already impressive, but the business battlefield doesn’t care about sentiment—it only cares about results.
My bet is this reshuffle is far from over. Either Insta360 finds a new battlefield, or it truly becomes history.
Do you think a small company still has a way to survive against a giant?
#影石大疆商战 #财经 #科技圈 #利润归零 #market share
Just a year ago, it was the darling of capital, with a market value of hundreds of billions being hyped to the sky.
Now profits have dropped straight to zero. The gap is even more dramatic than a roller coaster.
Don’t rush to blame management—first look at who is standing across from them: DJI, the absolute overlord of the drone field.
Insta360 makes panoramic cameras, and DJI is determined to come in and grab a slice of the pie.
Product lines overlap, price wars have gone to the bone: you cut prices, I cut too; you launch something new, I follow immediately.
Small companies can’t outspend on R&D, can’t outspend on channels, and in the end can only compete on who has the deeper pockets.
To put it bluntly, this is a dimensionality-reduction strike by a giant. The orchard you worked so hard to plant, they just drove a bulldozer right in.
Insta360 lasting a year without collapsing is already impressive, but the business battlefield doesn’t care about sentiment—it only cares about results.
My bet is this reshuffle is far from over. Either Insta360 finds a new battlefield, or it truly becomes history.
Do you think a small company still has a way to survive against a giant?
#影石大疆商战 #财经 #科技圈 #利润归零 #market share
