Can Hello Bike Become a Mini Didi? A Mini Meituan? (Asia Tech Strategy – Daily Update)

Take-Away 1: Hello bike-sharing is a marginally profitable, small services business. Its recent shift to ebikes (and subscriptions) is increasing its revenue and making it more defendable. But it is also changing the economics. Take-Away 2: Hello is trying to build a platform business model on its large user base. A marketplace for mobility (like […]

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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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