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Didi is a formidable company, just unfortunate to be born in China
Strong competition all around, preventing it from expanding beyond mobility
Didi hit hard by the coronavirus outbreak?
Not all is bad
Didi ressurects its most profitable service
More than a year after two murder cases led to its suspension
Tencent enters ride-hailing to challenge Didi?
A key debate since Didi's acquisition of Uber China has been: whether Didi has a strong enough moat to defend itself and justify its...
Why did Didi publish its unit economics
To its users, not to its investors
“Alibaba & Tencent backed” ride hailing company NOT a threat to Didi
Too young too naive
Hellobike starts challenging Didi in 300+ cities
Another challenger
Didi to enter Peru & Chile, as we predicted
Small but good markets
We predicted Didi’s current woes more than 2 years ago
It will sail through the current challenges, though two fundamental challenges remain
Didi clashes with Uber, again!
On November 21, six months after entering (the country of) Mexico, Didi finally announced that it had started operations in Mexico City (population 21...
