The Growing Supply-Demand Gap at the Center of Chinese Healthcare (Part 1 of 2)

Private health insurance is arguably both the biggest and the most vexing opportunity in China today. The need is clear. Increasingly wealthy Chinese consumers are growing increasingly frustrated with the public healthcare system. And still nascent private hospitals are struggling to find larger and more stable revenue flows. But while local and foreign insurers are […]

How to Save Uber in China (part 1)

The situation for Uber in China is now dire. They are still quite small (+10 cities). Kuaidi and Didi, their two gigantic Chinese competitors, are merging (+350 cities) The government is now raiding / “visiting” Uber’s offices on almost a weekly basis. Uber is now in the situation you never want to be in in […]

Uber China’s 5 Big Lessons for Netflix

Last month, Netflix’s stock price soared on rumors of meetings in China. People got pretty excited about the potential market for “Netflix China”. Meanwhile, “Uber China” is continuing to take body blows. Their gigantic Chinese competitors are merging. And the government is raiding their offices. I detailed this in How to Save Uber in China […]

Uber’s 4 Options for China

I have argued that Uber’s best option for China at this point is to partner with local governments or State-owned taxi companies. This is detailed in How to Save Uber in China (part 1) and Uber China’s 5 Big Lessons for Netflix. But looking back to late 2013 when Uber entered, I think they really […]

How to Save Uber in China (Part 2)

A final post on Uber China. In Part 1, I argued that Uber China was now on the wrong side of both the government and entrenched local competitors. Their best option is to partner with local governments or State-owned taxi companies – thereby removing the government problem and trumping the powerful economics of their competitors. […]