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

This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China. You can listen to this podcast here or at iTunes and Google Podcasts. 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 […]

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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 (Asia Tech Strategy – Podcast 87)

This week’s podcast is about Didi’s upcoming IPO. They have released their numbers and it shows market dominance but operating losses. This is my explanation for what is happening. And what their strategic plan means. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the key paragraph from Didi’s IPO filing: […]

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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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From Didi to Mobike to Luckin: How Money and Hype Are Distorting Digital China

Digital China has arrived. It has unicorns, huge market opportunities and a pervasive cultural impact. Everything is now at world-class scale. Unfortunately, the distorting impact of hot money and hype has also scaled up. And this appears to be increasing. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights into […]

Jeffrey Towson – Get Ready for Super Platforms in Digital China (Video)

From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. Video below and Youtube link is here. Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part 4: In Digital China, Get […]

Why Ofo Failed

Yes, fail is a harsh word. But it’s true. And it happens to lots of companies, especially in China. The good news is failure in China is not final. There are always more opportunities. I’ve written a series of articles about “What To Do When You Fail in China” (here and here). And many failed […]