Meituan vs. Alibaba vs. Didi vs. Ctrip: Why China’s Internet Giants Are Colliding In Local Services (Pt 3 of 4)

This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]

Didi Is Rapidly Building Out Driver Services. This Is Really Important. (Pt 2 of 3)

In Part 1 of this series, I sat down with a Didi driver and tried to get a better understanding of what life is like driving with Didi (article located here). In this second Part , I dig into the increasing innovation happening on the driver and car-owner side of Didi’s business, which is pretty […]

滴滴出行司机的一天 (第1部分,共3部分)

汪子明,已婚,上海本地人,同时也是一个小老板和滴滴出行司机。我最近和他坐下来聊了一会儿。我希望了解他作为一名滴滴司机的工作。他的生活是怎样的?他的生活有了怎样的变化?接下来有什么打算?

A Day in the Life of a Didi Chuxing Driver (Pt 1 of 3)

I recently sat down with Wang Ziming, a Shanghai native, family man, entrepreneur and top driver for Didi Chuxing. My goal was to understand his work as a Didi driver. What was life like? How has it been changing? What’s next? In this three-part series, I am going to try and detail how the other […]

There Is No New Chinese Sharing Economy (Video)

My latest video on China’s sharing economy. Shot in Thailand. Link here.   Music is: Sunburst by Tobu & Itro https://soundcloud.com/7obu Creative Commons — Attribution 3.0 Unported— CC BY 3.0 https://creativecommons.org/licenses/… ———-

美团、携程或阿里巴巴能否在中国网约车市场战胜滴滴(第1部分/共2部分)

过去几个月以来,中国的几家数字巨头企业先后闯入了网约车市场。这让人颇感意外,因为随着优步的退出,中国网约车市场必定将呈现出滴滴出行一家独大的局面。并且,我认为滴滴也抱有同样想法,因为它们目前正集中精力开拓国际市场。通常来说,只有在赢得中国市场后企业才会这么做。

4 Predictions for Meituan, Ctrip, and Alibaba vs. Didi in China Ride Sharing (Part 2 of 2)

In Part 1, I gave my explanation for why several of China’s digital giants (Meituan, Ctrip, Alibaba) have jumped into ride-sharing recently. In this part, I give my best answer to: Question 2: Can they win? Can they break into Didi’s ride-sharing business? My answer (thus far): They can definitely enter successfully. But winning long-term […]