This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China.
You can sign-up for my webinar next week on health tech at:
- Jeff’s Health Tech Update: What Matters Now – and What Doesn’t. Tickets, Thu, Aug 19, 2021 at 6:00 PM | Eventbrite
4 Reasons Didi and Ctrip should merge:
- They are both subscale in B2C digital China
- Both are exposed. And industry barriers in services are shifting and falling.
- Meituan is coming. It is likely it will enter ride-sharing, just like it did in accommodations.
- Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update)
- Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff’s Asia Tech Class – Podcast 22)
From the Concept Library, concepts for this article are:
- Indirect Network Effects
- Marketplace Platform for Services
From the Company Library, companies for this article are:
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
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