Since visiting Meituan headquarters, I’ve written a quite a lot about the company (see Part 1, Part 2 and Part 3). And Meituan’s world is kind of fascinating right now. They have gone public. Awesome. Congratulations. A well-funded war has been launched against them by Ele.me (i.e., Alibaba) in food delivery. Ouch. Meituan and several […]
Greetings from Peking University, I am back in Beijing after China’s big holiday week. I generally try to avoid the tourist craziness that happens every year at this time. In terms of digital China, the giants just keep accelerating and surprising everyone. Lots of interesting things happening in mobility (Didi) and new retail (JD) right […]
This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]
Some thoughts on the increasing competition in China ride-sharing. Plus stuff around the Philippines. Video is below and here. Youtube only. —–
I recently visited the Meituan-Dianping headquarters in Beijing – and I summarized my 3 take-aways in Part 1. In this part (2 of 4), I’m going to argue against some of the common statements I hear about Meituan. This is what I think, in my mostly humble opinion, a lot of people are getting wrong. […]
I recently got a call asking if I would like to come visit the Meituan-Dianping headquarters in Beijing – and I jumped at the chance. I had been watching Meituan for a long time but I had never really had great information on the company. But with my visit and now with their recent filings […]
在第一部分里，我阐述了中国几家数字巨头企业（美团、携程和阿里巴巴）为何在近期先后进军网约车市场的原因。在接下来这一部分里，我将为以下问题寻找最佳答案：
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。
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 […]
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 […]