Mobike and Chinese Bike-Sharing Are Taking Over Mexico (Video)

I had a fascinating time in Mexico City. I made this video at the launch of Mobike Mexico. It was a great day and has my take on what’s happening with Chinese bike-sharing in Latin Ameica. And yeah, I did mostly fall off one of the bikes, which I caught on video Update (March 2019): […]

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?” […]

中国不存在新“共享经济” 滴滴、摩拜等皆是典型的颠覆者 (第一部分)

中国的新兴“共享经济”在上个月成为了媒体的热门话题。《纽约时报》、《财富》、彭博以及《南华早报》纷纷在其文章中提到了网约车(滴滴)、单车租用(ofo、摩拜)和新型的小物品租赁服务(包括共享单车、篮球和雨伞),并称之为中国新“共享经济”的一部分。

中国的共享单车热潮是否能持续?

共享单车在中国正方兴未艾,其发展速度远快于其它任何已投放市场。这种服务的普及出乎意料,甚至令人震惊,从而吸引到了大量的投资资本和媒体报道。同时,这种高关注度也提出了一系列潜在的问题,例如微薄的利润、泛滥的自行车破坏与盗窃,以及若隐若现的政府监管。而共享单车存在的大肆炒作、详细审查和流动性等状况,很快就让这种美好、便利并深得欢迎的服务黯然失色。

The Surprising Power of Mobike and China Bike Sharing (Video)

You have to stand in awe of bike sharing. For those of you that live in China, try to name another service that has become so pervasive in your life so quickly. Bike-sharing has gone from a crazy idea to covering almost every sidewalk in the country in about 18 months. When has a new service […]

Five Questions for Understanding Didi, Mobike, and China’s New Micro-Rentals (Pt 2 of 2).

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 Is No New Chinese “Sharing Economy”. Didi, Mobike, and Others Are Classic Disruptors (Pt 1 of 2).

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 […]