五个问题解读滴滴、摩拜和中国的新型小物品租赁业务(第二部分)

在第一部分,我提出中国不存在新型“共享经济”——这就是中国新企业(如滴滴、摩拜,以及针对篮球、充电宝和雨伞的小物品租赁企业)为什么如此令人困惑。然而,有一件事更加引人注目:在使用和便捷度方面出现了新的数字颠覆者。第一部分的关键点包括: Ÿ忘记“共享经济”一词。 Ÿ转而思考,究竟是“使用经济”还是“占有经济”。 Ÿ新的数字工具和流程(如智能手机)能够对需求或供给,或同时对二者产生颠覆效应。 Ÿ在中国所出现的,是使用和便捷度方面的典型颠覆现象。

Why Bike-Sharing (Ofo, MoBike) Is Nothing Like Didi and Uber (i.e., Ride-Sharing).

When bike-sharing first emerged, it was proclaimed to be the newest frontier of China’s sharing economy. And following the big fight between Uber China and Didi, it was quickly compared to ride-sharing. But there’s a problem. Bike-sharing is not really sharing. It is not part of the sharing economy.  Bike-sharing does not have a network effect (yet). […]

Will Mobike Merge With Ofo?

I think we are officially at the end of Phase I of China’s bike-sharing / bike-rental phenomenon. There are now a couple of clear leaders – Mobike and Ofo. The services are experiencing tons of daily usage by Chinese consumers, and growth is continuing rapidly. This is definitely not a fad. The economics of the […]

Hollywood’s Golden Age In China Is Coming To An End

Hollywood studios have been coming to grips with the fact that China will soon be the world’s largest market for entertainment. Movies increasingly are co-produced by cash-rich Chinese moguls. Chinese stars are cast in supporting roles. And praise for Chinese culture is being randomly stuck into scripts. But Hollywood’s success in China is going to increasingly […]

Should You Do Part (or All) of an MBA in China? A Peking U Professor’s Opinion.

I’ve done six years of teaching at Peking University’s Guanghua School of Management in Beijing. I’ve now seen thousands of MBAs come and go. Some do a semester or a year here. Some do their entire MBA in China. And then they go off to various parts of the world. One question I get a lot […]

Is China’s Sports-Craze a Real Trend or Just a Fad?

At the end of 2016, I started counting how many people on the Beijing subway were wearing sportswear. It looked like about 30% of commuting Chinese had started wearing some type of sweats or other athletic gear. And if I just counted the running shoes, it was above 50%. This was kind of confusing. Somehow […]

Starbucks Big Success in China Has Been Surprisingly Painless

Multinationals and entrepreneurs come to China dreaming of 1.3B consumers. But what they actually encounter is a sea of ruthless competitors and pervasive political challenges and complications. It’s a ferocious market and most fail. A rare few fight their way through, ultimately arriving bloodied at a certain level of success, or at least a viable […]