A chance to see vertical o2o from a taxi and a domestic app

A recent event was hosted by Zhu Yuhu, a partner of the Jinsha http://www.aliyun.com/zixun/aggregation/17313.html "> Venture capital Fund". He has a PPT in contrast to the taxi app and the pros and cons of domestic app, said very exciting. Standing on the shoulders of old Zhu, this article further analysis:

1, entrepreneurial "potential": the prevalence of hardware terminals

In the book of changes, the core of strategy lies in "the tendency to move from the number, to seek for the potential and change." Entrepreneurship, we must pay attention to a "potential" word. This "potential" is not determined by the entrepreneur, and of course not the entrepreneur can decide. Specifically to a O2O project app, this "potential", the most important factor is the use of hardware terminals, is the smartphone penetration rate. Simply put, that means that even if your app is wonderful, the terminals you serve will not be able to install your app, that's nonsense.

First look at the taxi app. First, the main body of the demand side (the taxi driver) is white-collar workers, most of them are already using smartphones, and second, a part of the supply side (taxi drivers) is already using smartphones.

Even if the use of the supply side of the smartphone is low, but because the demand side of the use rate has been very high, in the demand side of the push, the supply side as long as there is interest to map, this matter can be.

Look at the Home Economics app. First, the demand side of the main body is housewives and the elderly, their smartphone penetration rate is low, some people even if the use of smartphones, and not play; second, the main provider is Aunt sister, almost no smart phone. This is a lot of trouble.

2. Is the hard demand

A taxi is a hard demand, in a city like Beijing, almost everyone feels the pain of a taxi. Especially in some special circumstances, such as catching a plane, for example, see important customers, can't hit the car, even rob a car's mind.

Home economics is not a hard demand because there are too many alternatives. such as cleaning, can not find a suitable cleaning, can own the room, the total will not dirty dead, such as cooking aunt, not to go out to eat, always will not starve to death, such as month sister-in-law, can't find their own children, did not hear that the child because the month sister-in-law and grow not.

3, the user's desire to share

When social networking has become a way of life for people, an app is good or bad, the user's share of desire also accounted for a large proportion of the recent very hot "crazy guess" is a great example, due to a lot of friends in the circle of sharing help, such as I have never played the game of the old man can not help but download to play.

Taxi users are willing to share their experiences. Not only on social networks, you go to trade or zhongguancun, twos and threes of white-collar workers on the street often talk about taxi apps.

Domestic users are less willing to share their experiences on social networks, and they prefer to share an aunt directly with their friends.

4, the service is standardized

Taxi is a standardized service, location, price, etc. are fixed, also does not matter which car driver service. Even though some differences are subtle, the overall impact is small.

Home economics is a very non-standard service. Even the same aunt, her cooking is delicious, because of different tastes, 1000 people may have 1000 answers. These services, online difficult to give an objective evaluation, users are more willing to meet the choice, now experience.

5, the possibility of flying single

A taxi service is not a good way to fly, and it's no use remembering a driver's phone. Don't say a few, even remember dozens of a hundreds of driver's telephone, in a hurry still not. In this way, users will be very dependent on the app, it is unlikely to jump open a taxi app.

Domestic service is not, the possibility of flying orders is very high. Such scenes often appear: through the domestic app (or offline domestic companies) to contact an aunt to do cleaning, may be 50 yuan an hour, aunt can earn 30 yuan, through the private and aunt consultation, after 40 yuan deal. So the user spend 10 yuan less, aunt but earn more than 10 yuan. Therefore, the domestic app's income model is busy under the real income ratio is very low.

6. Policy risk

Taxi industry is a highly monopolistic industry, so policy risk is high. Housekeeping services have no policy risk.

If you are doing the app in the O2o field, you might as well control your own product.

Announcement: My micro-letter public number: Liu_xingliang, or search "Liu Xingliang", or scan the following figure two-dimensional code can be concerned about me. Attention after reply M can read all my articles, reply 10 can read this article!