The money, the taxi app, the back of the game.

This year's double 12 Jingdong may not accompany the day cat play, but Ali and Tencent's pleasure is still not lack of bright spots, Ali has been the pitch of the main battlefield of 12 is to pay the treasure purse, fast "free start price" discount is in the service window crazy, when the quick shout out "about it", drops are usually happy to attend the meeting, two more money, such as mountains, What Sparks will the true tyrants of burning be?

Taxi software channeling red has internal and external two factors: internal cause is with the popularity of smartphones, mobile payment of the user experience is constantly mature, the lack of the application scene, and the time of the taxi software just to solve this problem, backed by Tencent and Ali such a business empire, drops and fast people not only want to burn on the burning, more important is the money can be burned. External cause is the model effect of Couba Uber in the global scope, the latest round of financing of $1.2 billion trillion, a valuation breakthrough of $400 trillion Uber already is a phenomenon-level companies, drop just completed the D-round of financing of 700 million dollars is more than the Uber of the shadow of the near completion of the financing situation is similar.

The surface scenery of the taxi software is also a worry, this is a serious overload of the industry, the crisis almost as much as the opportunity, Uber kind of "saliva and profit Qi, dispute co-financing color" model in China is not sustainable, at least three points to see empty:

1. Innovation of scarce resources

Innovation is defined by the use of existing knowledge and materials, in particular environments, to improve or create new things, methods, elements, paths, circumstances, and to obtain a certain beneficial effect of the behavior, and the Chinese city of the taxi is not early news, this is a special threshold and access policy of the resource scarce industry is not the general innovation can save, Besides, the taxi software doesn't solve any real problems, did not produce the so-called "beneficial effect", it is only technical home and trend powder to transfer pain to the lower grass roots, limited resources through additional pay for redistribution, taxi software in the service of some people, but also exacerbated the difficulties of some people, and constantly set off the burning money war makes this situation more and more fierce, finally only by Ma excuse Mom taxi difficult jokes, stepped on the brakes.

2, the product has lost its own driving potential energy

The industry has been overly reliant on marketing resources from the start, and the crazy red envelopes have been alienated into the business's normal it has never been defined as a service, instead of a driver and the passenger's toy, followed by a variety of tips of the spread, the number of subsidies and orders to increase or decrease in proportion to the growth of the business itself is weakening, and channel control poisoned the ecological chain, such as a micro-letter to fast blocking is an example.

3. Limited commercial space

Mega-cities like Beijing may have 100,000 taxi drivers, even if 90,000 of them fall into the drip? What if there are 5 million orders on the daily average? As a pan-public transport industry with a pricing change to be held, its commercial space is ceiling, drip and fast, no matter how strong the funds and background, it is impossible to gain commercial control.

Taxi software is in the capital market, because they spend huge sums of money in the education market to wash out the user can be in the transformation of business car high value-added services to provide power, such as UberBlack high-end service is the market bullish, drip and fast to walk Uber Couba Road, There is no way out of the taxi industry that is prone to sparking a river of fights.

But in this whole new business, the drop-and-fast ones have little advantage over money.

Who is in charge of the user Portal?

Commercial car industry original players such as easy to use cars, AA rental car has been soaked for many years, when the rapid support of the Hornets released, easy to have chosen to hit the field, now easy to hand Ctrip 60 million dollar investment, the business has Baidu car as the entrance diversion, and even had a period of time, With short rental self-driving business as the core of the Shenzhou car rental also with easy to cooperate, but today easy to development still face bottlenecks, because it is difficult to use the right cost to find business users concentrated high-quality platform, which is easy to use the car Achilles heel.

Have a large number of user resources drop car and a special car in this respect may have some advantages, but this requires a high level of platform, drop fast expectations of the effect is a taxi business and car business with each other diversion, in a benign complementary balance of the ecology.

Market positioning

Generally speaking, the price range of business car is to be customized by taxi, usually 2-4 times of taxi, during marketing, this price difference can be filled by red envelopes, and the rest is solved by the service quality of the driver.

Modern service industry gene

The particularity of the limousine service is that mobile Internet only provides a platform, in essence, modern service industry, although the drop and fast team brings together a large number of internet companies, but in the process and service organizations still have a lot of hard work dirty to do.

Vehicle source

This problem is often overlooked. At present, all business vehicles are the use of rental vehicles + service drivers combination, but due to the operation of vehicle and driver deficiencies, which will inevitably be mixed with a large number of private vehicles linked.

In the long run, this model is unable to expand, the reason is very simple, under the existing system of China, private car affiliation is risky, because the operation of vehicles scrap time is far shorter than private cars, owners will increase unnecessary high depreciation, linked vehicles are also lack of safe and effective exit mechanism, It will be a long and complicated process for a vehicle to be returned to the owner's name.

On the other hand, the idea of a self-employed leasing company is laughable, the purchase of large number of operating vehicles requires huge sums of money, not to mention it is not like the large car rental companies with high customer price of the short rental car business, since the purchase of vehicles does not make any sense.

Future competitors

According to the reliable news, the Shenzhou car rental car is in its own commercial vehicle products-Shenzhou train, for the crisis of the bus market, with a large formal operating fleet of the Shenzhou car rental, it is possible to produce a killer class products.

Have to admit that the leasing company such as China car rental companies may be more modern services of the gene, especially the car service can effectively fill the huge fleet of redundant time, longer rental, relatively low frequency of the short rent driving business is a considerable price, relatively high frequency of the driving services to form a benign complement, This play can be used to both the drip and fast to the market, and avoid the madness of the War of burning money.

Now predicting the competitive landscape is too early, the only certainty is that the car service will pick up a taxi to become a O2O of the next point of explosion.