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?” […]

Why Uber Will Merge with Didi (Again)

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. […]

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 […]