Why Didi Needs Driver Switching Costs. Uber Too. (Jeff’s Asia Tech Class – Podcast 23)


In this class, I talk about the basics of Didi and the importance of switching costs on the supplier side of the platform.

You can listen here or at iTunes, Google Podcasts and Himalaya.

This is part of Learning Goals: Level 3, with a focus on:
  • #15 Basics of Didi and Switching Costs

Pictures with Didi driver

The services on the Didi driver app

Concepts for this class:

  • Switching Costs
  • Network Effects
  • Digital Platforms: Marketplaces for Services

Companies for this class:

  • Didi
  • Uber
  • Meituan
  • Ctrip


I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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