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

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.

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

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)

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)

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.

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 […]

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Why Didi Is Dominant But Still Unprofitable (Tech Strategy – Podcast 87)

In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.

The Next Big Trends in Chinese E-Commerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]

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