但是O2O行业的缺点也是显而易见的,比如供应商分散,服务同质性很高。上海风险投资公司戈壁创投(Gobi Capital)的徐晨(Ken Xu)表示,问题在于“用户对这些行业的任何企业都没有忠诚度,他们只使用有补贴的应用。在打车应用领域,所有人都开始认识到,他们补贴的是同一群人,这群人既用优步也用滴滴快的,谁补贴多就用谁”。
‘Last man standing wins’
“最后还站着的人就赢了”
The O2O model has been subjected to scrutiny elsewhere, especially in the US, where many apps that form the basis of the “gig economy” have failed after venture funding dried up. That experience has spawned worries in China about whether the same will happen once the era of “VC welfare” ends.
在其他地方,O2O模式已经遭受过审视,尤其是在美国,许多组成“零工经济”(gig economy)基础的应用都在风险资金枯竭后失败。这些经验在中国引发担忧:一旦“风投福利”时代终结,是否也会发生同样的情况?
One difference between the US and China, however, is that the offline shopping and services are so much farther developed in the US that “business is not desperate for the internet to make it more efficient or attractive”, says Duncan Clark, head of Beijing technology consultancy BDA and author of a forthcoming book on Alibaba. In China, bricks-and-mortar commerce is often overpriced or simply dismal, he says, so investors are betting that the internet will be the primary way that Chinese connect to services in the future.
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