Uber China’s exit from the market has lessons for Tesla and Silicon Valley.
The company failed to overcome Didi Chuxing’s first-mover advantage, adapt to China’s mobile ecosystem, and navigate government regulation.
Learn from Uber China’s mistakes and avoid making the same ones in your own business.
Category Archives: Uber
Why Didi Needs Driver Switching Costs. Uber Too. (Tech Strategy – Podcast 23)
Didi and Uber are two of the largest ride-hailing platforms in the world. However, they are facing increasing competition from other companies. In order to maintain their market share, these companies need to make it difficult for drivers to switch to other platforms. One way to do this is to create high driver switching costs.
From Didi to Mobike to Luckin: How Money and Hype Are Distorting Digital China
Digital China has arrived. It has unicorns, huge market opportunities and a pervasive cultural impact. Everything is now at world-class scale. Unfortunately, the distorting impact of hot money and hype has also scaled up. And this appears to be increasing. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights into […]
The 4 Superpowers Of China’s Digital Giants (Pt 2 of 3)
In Part 1 (here), I laid out how Alibaba has evolved in China. It was for a retail marketplace, but you can see a similar pattern in many of China’s digital giants. The next phase in this evolution is “new retail”, and it is changing this pattern in a big way (coming in Part 3). […]
滴滴和网约车行业在巴西有何不同之处:我的99总部参观之行(第1部分,共3部分)
中国的数字巨头在某种程度上正在走向国际舞台。
滴滴出行司机的一天 (第1部分,共3部分)
汪子明,已婚,上海本地人,同时也是一个小老板和滴滴出行司机。我最近和他坐下来聊了一会儿。我希望了解他作为一名滴滴司机的工作。他的生活是怎样的?他的生活有了怎样的变化?接下来有什么打算?
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?” […]