Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (Tech Strategy – Podcast 206)

In this episode of the Tech Strategy Podcast, Jeff Towson delves into the dynamic landscape of access vs. ownership businesses, highlighting how companies are reshaping consumer behavior and redefining market norms. From transportation to accommodation, the sharing economy has paved the way for disruptive innovators, challenging conventional ownership models and transforming industries at a rapid pace. Tune in to explore the strategies behind these disruptors and gain insights into the future of access-based business models.

To access this post, you must log in as a member, purchase Subscriptions.

A 5 Question Framework for Disruptive “Access Businesses”. Like Uber, Didi, and Mobike. (2 of 2) (Tech Strategy)

Posted on November 13, 2023 by Prof Jeff

this compelling analysis, Jeff Towson delves into the core dynamics of China’s micro-rentals sector, examining its evolution and the strategic maneuvers of industry giants like Didi and Mobike. Uncover the challenges and opportunities inherent in this rapidly expanding market, providing invaluable insights for investors, policymakers, and anyone interested in the future of urban mobility.

Forget the Term “Sharing Economy”. Think Access vs. Ownership Businesses. (1 of 2) (Tech Strategy)

Posted on November 13, 2023 by Prof Jeff

In Jeff Towson’s insightful analysis, discover why labeling Didi, Mobike, and others as part of a “new” Chinese sharing economy is misleading. These market giants are not pioneering a novel concept but rather embody classic disruptors, reshaping traditional industries with their innovative models. Understanding their strategies is crucial in decoding the dynamics of China’s ever-evolving market landscape.

3 Simple Rules for Digital Transformation and Disruption (Tech Strategy – Daily Article)

Posted on May 22, 2023 by Prof Jeff

Digital transformation is about using technology to change the way businesses operate and interact with customers. To succeed, companies need to focus on innovation, customer experience, and data-driven decision-making. By following these three rules, companies can position themselves for success.

How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)

I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]

Why Ofo Failed. And Why Luckin Coffee Came Back. (Tech Strategy – Daily Article)

Posted on January 2, 2023 by Prof Jeff

Delve into the reasons why Ofo, once a promising bike-sharing company, failed in the competitive Chinese market. This article offers a detailed examination of the factors contributing to Ofo’s spectacular rise and subsequent fall. Gain insights into the complexities of operating a business in China and the lessons that can be derived from Ofo’s experience.

Lessons from My Visit to Ride Sharing Giant Didi-99 in Brazil (2 of 2) (Tech Strategy – Daily Article)

Posted on October 15, 2022 by Prof Jeff

Welcome to our article on ride-sharing in Brazil, where we explore the unique features of 99 HQ and how they have adapted to the Brazilian market. We discuss how Didi has differentiated itself from other ride-sharing services in Brazil and how it has managed to capture a significant market share. We also delve into the challenges and opportunities that lie ahead for ride-sharing services in Brazil. Tune in to learn more about ride-sharing in Brazil and how it’s shaping the future of transportation.

Lessons from My Visit to Ride Sharing Giant Didi-99 in Brazil (1 of 2) (Tech Strategy – Daily Article)

Posted on October 15, 2022 by Prof Jeff

4 Reasons Why Didi and Ctrip Should Merge (Tech Strategy – Podcast 95)

In this podcast, Jeffrey Towson discusses 4 reasons why Didi and Ctrip should merge. He argues that a merger would create a more dominant player in the Chinese travel market, allow the companies to better compete with global rivals, and save money on costs. Towson believes that a merger is the best way for Didi and Ctrip to achieve their long-term goals.

When Will Didi Become Profitable? (Asia Tech Strategy – Daily Lesson / Update)

The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]