Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Video)

Some thoughts on the increasing competition in China ride-sharing. Plus stuff around the Philippines. Video is below and here. Youtube only. —– I write and speak about Chinese consumers and digital China. Music: Tobu – Colors http://youtube.com/tobuofficial Released by NCS https://www.youtube.com/NoCopyrightSo…

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 […]

Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Part 1 of 2)

In the last couple of months, several of China’s digital giants have jumped into ride-sharing. And this was a surprise, because with the exit of Uber it was believed that Didi Chuxing had that market pretty much locked up. And I think Didi thought this too – as they began focusing on international expansion. Generally […]

My 3 Rules for Chinese Digital Transformation and Disruption

Over the past three months, I’ve been doing a lot of talks to more traditional businesses (insurance companies, hospitals, chemical companies, express delivery companies) about how digitization is playing out in China. From these talks, I’ve sort of boiled my message down to the following three rules for Chinese digital transformation and disruption. Rule 1: […]

Why Didi vs. Uber Is Now All About Mexico (Video)

I had a fascinating time in Mexico City investigating Didi Chuxing’s first launch of an international operation in ride-sharing. And they are going against one of Uber’s strongholds, a country where they have 7M riders and 250,000 drivers. Didi vs. Uber in Mexico is going to be a fascinating fight. This video is my take […]