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 […]
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 […]
在第一部分，我提出中国不存在新型“共享经济”——这就是中国新企业（如滴滴、摩拜，以及针对篮球、充电宝和雨伞的小物品租赁企业）为什么如此令人困惑。然而，有一件事更加引人注目：在使用和便捷度方面出现了新的数字颠覆者。第一部分的关键点包括： 忘记“共享经济”一词。 转而思考，究竟是“使用经济”还是“占有经济”。 新的数字工具和流程（如智能手机）能够对需求或供给，或同时对二者产生颠覆效应。 在中国所出现的，是使用和便捷度方面的典型颠覆现象。