Didi, China’s local ride-hail player that bought Uber’s assets in the country, has been busy investing in Uber competitors around the world. Most recently, the company announced it was investing an undisclosed amount in Middle Eastern ride-hailing company Careem.
Careem, based in Dubai, has been having discussions with Didi as well as with others it has previously allied with, like Lyft and Ola, since as far back as March 2016, as Recode first reported.
While Didi hasn’t physically expanded into any of these regions, the company has invested in and struck relationships with players in at least five additional regions. Before Careem, Didi lead a $100 million investment in Brazilian company 99.
Die Größenordnungen im chinesischen Internet bleiben faszinierend. Ein riesiges Paralleluniversum zum Rest der Welt, dessen Effekte auch langsam aber sicher über die chinesischen Grenzen hinaus gehen. (Aktuell noch vor allem in Form von Investitionen der chinesischen Riesen ins Ausland; zum Beispiel Alibaba in indische Onlinehändler, Didi Chuxing in Ridesharing-Startups weltweit.)
Heute: personalisierte News. Die News-App Toutiao erhält umgerechnet 2 Milliarden US-Dollar bei einer Bewertung von 20 Milliarden US-Dollar.
By comparison, Dow Jones and the Wall Street Journal were bought by News Corp for US$5 billion ten years ago, and the New York Times Co has a current market capitalization of US$3.1 billion.
Launched in 2012, Toutiao, which means „headlines“ in Chinese, is a news aggregation and personal recommendation mobile app that can gradually learn a users‘ news reading preferences.
Ein Echo-ähnliches Gerät von Alibaba war unvermeidbar. Jetzt ist es hier: Das Tmall Genie X1.
Alibaba’s “Tmall Genie X1” will go for 499 yuan ($73) to the first 1,000 people during a one-month trial, coming in below Apple’s $349 HomePod and the roughly $180 Echo. Its biggest competitor, Tencent Holdings Ltd., is developing a voice-activated digital speaker that could hit the market within months, Tencent President Martin Lau said in a May interview. And on Wednesday, Baidu Inc. showed off its own “DuerOS” personal assistant.
Ich habe auf Early Moves kurz darüber geschrieben: „Alibaba’s Echo-Like Speaker ‚Tmall Genie‘ and the Future Chinese Voice Market„:
It‘s interesting (disappointing even) that Alibaba chose a name close to its Tmall marketplace. It‘s like Amazon calling its speaker the ‚Amazon Marketplace Echo‘.
Für Leute, die das Thema verfolgen, ist nichts neues dabei. Aber Forbes hat die Gründe, warum in China mobile und nur mobile eine Rolle spielt, gut zusammengefasst:
Chinese consumers account for 1.1 billion mobile internet subscriptions, more than 2.5 times those in the U.S, the next largest market. Chinse consumers embraced the ubiquity of the mobile device, using these new gadgets to interact with brands as well as purchase a wide array of goods and services.
In fact, for the first time in 2015, Chinese consumers made more purchases through mobile phones than computers. As of 2016, a whopping 66% of digital purchases were executed through a mobile device, according to the latest data from Euromonitor International. That equates to $450.3 billion in mobile-based purchases, with goods accounting for 70% of those digital purchases.
The reasons are manyfold: Mobile networks can be faster rolled out than landlines.