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：
Category Archives: Didi
美团、携程或阿里巴巴能否在中国网约车市场战胜滴滴（第1部分/共2部分）
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。
4 Predictions for Meituan, Ctrip, and Alibaba vs. Didi in China Ride Sharing (Part 2 of 2)
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 […]
Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Part 1 of 2)
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 […]
为什么墨西哥可能会是优步对抗滴滴的最后一块国际阵地（第2部分，共2部分）
眼下，Ofo与摩拜，滴滴与优步这两对竞争对手似乎正同时围绕墨西哥市场展开角逐。这种巧合令人费解。此刻，我正坐在墨西哥城的一家咖啡屋里。我认为自己有必要对此发表一些观点。
Didi vs. Uber Is Increasingly About Mexico and Latam (Video)
I had a fascinating time in Mexico City investigating Didi Chuxing’s first launch of an international operation in ride-sharing. And they are going against one of Uber’s strongholds, a country where they have 7M riders and 250,000 drivers. Didi vs. Uber in Mexico is going to be a fascinating fight. This video is my take […]
再谈优步与滴滴—为什么两者将合并
概要：滴滴在规模、管理和国际战略上都远超优步，并且在全球市场上也碾压优步。优步应该与其合并（或者合作），两家公司需关注它们面临的共同问题——自动驾驶汽车。 这一年里，世事瞬息万变。
Why Mexico May Be Uber’s Last Stand Against Didi – Internationally (Pt 2 of 2)
It is a strange coincidence that Ofo vs. Mobike and Didi vs. Uber both seem to be centered on Mexico right now. And as I’m sitting in a cafe in Mexico City, I thought I would give my take. In Part 1, I looked at Mobike vs. Ofo in Mexico and Latin America. Which I think […]
Why Mexico Is The New Frontline for Didi vs. Uber – and Mobike vs. Ofo (Pt 1 of 2)
Mobike has started in Mexico City’s upscale Polanco district, but this is part of wide launch across Mexico. They are going everywhere and are treating Mexico seriously. That’s pretty awesome. If the big bike-sharing question of 2017 was “can these Chinese companies succeed internationally?”, the question for 2018 is now “how big can they get?” […]
Three Predictions for Digital China for 2018 (Video)
Digital China is going to be a big deal in 2018. Like, a really big deal. Sitting around this week in the Dominican Republic, I made a short video about what I think are going to be 3 big events in digital China in 2018. There will, of course, be many others. But these are […]