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 […]
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。
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 […]
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。
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 […]
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?” […]
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 […]
Bottom Line: Didi has bigger scale, superior management and a better international strategy – and they are beating Uber across the globe. Uber should merge up (or partner) and both companies can focus on their common problem, self-driving cars. *** What a difference a year makes. In mid-2016, Uber was the global champion of ride-sharing. […]
In Part 1, I argued that there is no new Chinese “sharing economy” – which is why new Chinese businesses like Didi, Mobike, and micro-rentals for basketballs, batteries and umbrellas are kind of confusing. What is really happening is something much more interesting: the emergence of new digital disruptors in access and convenience. The key […]
There has been a lot of talk about China’s new “sharing economy”. Articles in the New York Times, Fortune, Bloomberg, and the South China Morning Post have all cited ride-sharing (Didi), bicycle rentals (ofo, Mobike), and the micro-rental services for batteries, basketballs, and umbrellas as part of a new China “sharing economy”. But this is […]