Episodes

003: BIKE SHARING BUSINESS MODELS – MOBIKE & OFO

John and Matthew go deeper on bike sharing and respond to some listener feedback.
Questions they answer:
  • How many bikes are on the streets?
  • How many users do Mobike and ofo have?
  • How much are these two companies worth?
  • How do they generate revenue?
  • What are some potential monetization strategies?
  • How do Mobike and ofo fit in with Tencent and Alibaba’s broader strategy?
  • How has the government responded? What will future regulation look like?
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