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Postmates

China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart

Posted onMonday, October 5, 2015Wednesday, March 21, 2018

The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart

Explore Stratechery

  • Concepts
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By Ben Thompson

  • About
  • Exponent Podcast
  • Member Forum

Weekly Articles

  • RSS Feed
  • Email
  • Twitter

The Daily Update

  • About The Daily Update
  • Subscribe Monthly
  • Subscribe Annually

Account

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Subscribe to access the Daily Update via email, RSS, or the web

Archives

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