滴滴出行司机的一天 (第1部分,共3部分)

汪子明,已婚,上海本地人,同时也是一个小老板和滴滴出行司机。我最近和他坐下来聊了一会儿。我希望了解他作为一名滴滴司机的工作。他的生活是怎样的?他的生活有了怎样的变化?接下来有什么打算?

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 […]

Why Mexico Is The New Frontline for Didi vs. Uber – and Mobike vs. Ofo (Pt 1 of 2)

Mobike has started in Mexico City’s upscale Polanco district, but this is part of wide launch across Mexico. They are going everywhere and are treating Mexico seriously.  That’s pretty awesome. If the big bike-sharing question of 2017 was “can these Chinese companies succeed internationally?”, the question for 2018 is now “how big can they get?” […]

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 […]