The latest estimate of the potential value of American Uber for self-service car hire is 100 billion dollars.

It is said that the latest estimate of the potential value of Uber for self-service car rental applications is $100 billion trillion, another Facebook or Amazon, or Tencent.

Compared to the traditional world, the essence of the Internet is that the flow of information in bytes is nearly 0 cost, the combination of information and the flow of information between people nearly 0 cost, further resulting in communication between people nearly 0 costs, become at any time, anywhere, at will.

To extend this logic, the possible pattern of the next great age is that the flow of information makes the physical flow of the real world become any time, anywhere, random and "additional cost" near zero.

This is the logic of Uber billions of dollars in valuation space.

Uber started out as a self-service car rental. The basic form is: I lost my job, so I drove my own little broken car on the Uber to find work pull, the breadwinner. It has a more wonderful future. Derivative Form 1: I drive from Wangfujing to Zhongguancun today, seat empty is also empty, so by the way to catch a person in the same road, collect the freight is also good. Derivative Form 2: I have a car, today do not open, idle is also idle, so rent to a need for the people, the rent is very good.

Compared to the basic form, the biggest advantage of the two derivative forms is that the cost is much lower. If I drive to pick you up, the cost is high. If I were to go somewhere and load you, my extra cost would be almost zero, and the charges would be low. For example, I now go from wangfujing to Zhongguancun, to play a rental need 100, but in fact, there are many cars from wangfujing to Zhongguancun, perhaps one of them only need 5 dollars would like to take me. The point is, we have to have a channel to know each other's needs.

This is actually the benefit of increasing service providers when a pattern matures. In particular, when suppliers spread from the professional to the general population, the cost of the decline is quite large.

This demand has always been there, and Uber is expected to reduce the cost of both parties to the matchmaking transaction. Plainly, Uber is the use of information between the 0 cost of flow and matching, the success of the reduction of logistics costs and transaction costs.

People started to think of Amazon as a "place to buy books" and now "that's where I buy things." Like the evolution of Amazon. The slogan of Uber from the beginning of "Everyone's personal driver" to the present, "lifestyle encounter logistics place."

Uber wants to be a "digital network" that provides all kinds of transportation and logistics services for urban residents. It allows you to use your phone to call a car, and then it can use the same back-end technology to attract you to use a variety of other distribution services, such as food, clothing and Christmas tree. Ultimately, like Amazon, it can serve as a general-purpose tool, becoming the way you get things and get to your destination.

Uber may realize "the death of the Ownership Society". As the cost of Uber is getting cheaper, the need for people to own their own cars will be reduced. Uber may be using Google's driverless cars to eliminate demand for human drivers.

It is possible to launch an almost instantaneous delivery service to counter Amazon's drone delivery services. Why spend 40 dollars to get Uber's grill for a picnic in half an hour and Uber the next day to get the grill back, why pay yourself to buy a grill that might only be used 10 times a year? The cost of Uber may be very small. A driver who is just about to go from wangfujing to Zhongguancun can take a small fee and help you get the grill.

Uber's car rental model in the country has several imitators, they enjoy the same prospect, by Tencent, Ali, Ctrip and other giants big investment. But if the soul of "when the way of life encounters logistics" is abstracted, there is another enterprise corresponding to this demand. Listen to the news from Liu, who returned from New York a few days ago:

...... After years of O2O, a year can be achieved in most cities. Our business is 10 minutes in, and 10 minutes to get the stuff home. 1 hours, 2 hours will be history. Using our logistics system in the whole country, according to the property and nature of O2O, divide it into a small frame, we guarantee any one moment, in this frame, there will always be a jingdong delivery in the inside, any customer in the grid any time point, there is demand we can do 10 minutes and 15 minutes to send things over.

Not every product is inventory, a large number of traditional stores, manufacturers, agents of the inventory resources are used, rather than we first to the Jingdong warehouse to take, and then to the customer hand. In fact, we are the integration of resources, each store has its own inventory, even including convenience stores, we have to integrate inventory.

The new year requires all three or four-line cities to deliver the past two days, all within 2 hours ...

Peak brother secretly think, Jing Dong do this thing, with Uber dream to meet the essence of the demand is consistent. I need something now that I can find from somewhere closest to me and send it to my hand in the quickest and cheapest way. That's all.

Implemented differently. Jingdong is using its own logistics, Uber with a third party. But as long as there is enough demand, logistics can be opened. For example, before the Jingdong is their own purchase and sell goods, and now also help others to sell goods. As long as the demand in their own hands, grasp the source, access to suppliers is the inevitable.

In the future, you will enter a "grill" on an electric dealer's website. Out of the can no longer be to "sell" goods, can also be to "rent" merchandise, this is to be rented merchandise can be this site, can also be peak brother, I put it on this site commissioned it to rent, earn some pocket money.

In the future you have a car, commuting to and fro in Beijing city, as long as in a certain app share you every moment of the position, then can receive the notice: there is a person now 100 meters away from you, want to take a lift to your home area, give you 20 yuan, deal?

Looking at China, only Jingdong occupies the two key words "commodity" and "logistics". It is the chance to realize Uber's dream.

Perhaps this is Tencent, Ali, Ctrip to accept a huge sums of money similar to Uber enterprise one of the reasons.

A big difference between China and the United States is that China is "taking a heavy belt" and the United States is "heavy with light". Weight refers to the asset, light refers to the pattern. For example, Twitter, a lightweight blogging model that attracts celebrities and users, has no chance. But in China, Sina Weibo is relying on celebrities and users to do a slight bo this form of success. For example, the United States Facebook, relying on SNS this model stuck to the user, the traditional several IM did not win. But in China, Qzone and Tencent other products, rely on QQ stuck to the user to do a successful SNS this model.

So the American Uber in China is likely to be big. such as Tencent, Ali, Ctrip, such as Beijing East. In particular, one big difference between China and America is that American labor is expensive, and Chinese labor is cheap and plentiful. This is why the Jingdong has so many deliveries, and China's delivery time far faster than the United States. So, if you have a majority of the car, and full-time or part-time courier, then who is in this model of the runway occupy the opportunity to develop more in line with China's national conditions of the Uber variant.