Want to create an interactive transcript for this episode?
Podcast: The Tech Strategy Podcast
Episode: Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (6)
Description: In this class, I discuss Didi, Luckin and Mobike and how to predict if they will ever be profitable. Exercise for this class:For Mobike, Luckin or Didi, think about the following two aspects.Consumer view: What do they care about? What is their journey for buying and using?Competitor: Could a well-funded, well-run competitor take 10-20% of their business? Five forces and competitive advantage are useful here.Digital economics: Do any of the following really change their business? Or your answers to the above?Zero marginal cost of productionNon-rival goods. Can be used b...