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我从此次摩拜总部之行中学到的5件事情(下)

在上篇文章中,我总结了摩拜北京总部之行以及与创始人胡玮炜的会面。在进行了游览并提问了大约两三个小时后,行程结束。现在想来,此次行程真的很精彩。 这里我想跟大家分享下我从摩拜及共享单车中学到的5件事情。

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摩拜总部之行—创始人胡玮炜带给我的思考(上)

在7月下旬,我访问了摩拜北京总部—在那里,我与摩拜创始人胡玮炜及其国际扩张部副总裁克里斯·马汀(Chris Martin)进行了一次精彩的对话。这次摩拜之行相当精彩,离开的时候,我也更明白为何这家公司能发展如此迅速,仿佛坐了火箭一般。我打算就此次北京之行,撰写三篇有关共享单车行业的文章。不过,这篇文章主要是对我此次总部之行的一个总结,以及我从此次摩拜之行中学到的5件事情。

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优步、滴滴第二回合对决:争夺Grab和东南亚市场

优步和滴滴出行现在正式成为盟友,但显然不是在东南亚,而只局限于中国。 继上周将在华业务出售给滴滴之后,优步又将目标瞄准了其他地区。东南亚首当其冲。作为回应,滴滴和日本软银宣布对其本土盟友——Grab进行新一轮融资。

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为什么马克•扎克伯格的对华态度是明智的

每隔几个月,我就会听说Facebook的首席执行官马克·扎克伯格出现在清华大学的街道上(照片如上)。通常情况下,他要么是来给学生开讲座,要么是与北京官员们会面。这一情况似乎会定期发生。 这就引发了一个问题:为什么这位执行官要从百忙之中抽出这么多时间待在一个Facebook并没有开展业务的国家?

Photo Sep 25, 10 39 19 AM

Video Shows a Year in the Life of a China Shared Bicycle

Over the course of a year, this Mobike in Shanghai was: Unlocked by 1,975 different users. Made 2,021 trips (some users rode the same bike more than once). Clocked 4,850 kilometers. For those who can’t play this Youtube video, you can see it on Youku here. For more on this, you can read my explanation […]

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The Sale of Baidu Waimai to Ele.me Symbolizes 3 Big China Internet Trends

Chinese O2O food delivery company Baidu Waimai is being sold to competitor Ele.me. So Ele.me (Alibaba-owned/backed) and Meituan Waimai (Tencent-owned/backed) now dominate the space: Ele.me plus Baidu Waimai will be about 55% of the market. Meituan Waimai has around 41% of the market (iMedia market research). Although they recently announced they are at 54%. Giants […]

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Winning and Losing in Bike-Sharing Is Ultimately About Utilization (Pt 4 of 4)

This the fourth and final article on “assets in the wild” as a powerful new economic engine, most visibly manifested in bike-sharing in China. My basic argument in Part 1, 2, and 3 is that the meteoric rise of Mobike, Ofo and other bike-sharing companies is because of their pioneering use of assets that can […]

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How New Retail is Colliding With Bike-Sharing in China​ (Pt 3 of 4)

In Part 1 and Part 2, I argued there is something new and powerful happening at Mobike, Ofo and bike-sharing in China. These companies and their presence in consumers’ lives have grown too fast. We are witnessing something new and important. My explanation for this is “assets in the wild”. That bike-sharing companies have shown […]