Why Uber Will Merge with Didi (Again)

Bottom Line: Didi has bigger scale, superior management and a better international strategy – and they are beating Uber across the globe. Uber should merge up (or partner) and both companies can focus on their common problem, self-driving cars. *** What a difference a year makes. In mid-2016, Uber was the global champion of ride-sharing. […]

Five Questions for Understanding Didi, Mobike, and China’s New Micro-Rentals (Pt 2 of 2).

In Part 1, I argued that there is no new Chinese “sharing economy” – which is why new Chinese businesses like Didi, Mobike, and micro-rentals for basketballs, batteries and umbrellas are kind of confusing. What is really happening is something much more interesting: the emergence of new digital disruptors in access and convenience. The key […]

There Is No New Chinese “Sharing Economy”. Didi, Mobike, and Others Are Classic Disruptors (Pt 1 of 2).

There has been a lot of talk about China’s new “sharing economy”. Articles in the New York Times, Fortune, Bloomberg, and the South China Morning Post have all cited ride-sharing (Didi), bicycle rentals (ofo, Mobike), and the micro-rental services for batteries, basketballs, and umbrellas as part of a new China “sharing economy”. But this is […]