Apple Invests in Didi Chuxing

Today's email is dedicated to Apple buying a $1 billion stake in Didi Chuxing, China's largest ridesharing company. The email is divided into a number of sections:

  • Didi Chuxing 101 - A Didi Chuxing Primer. 
  • Investment Rationale - The three primary reasons for Apple investing in Didi.
  • The Ridesharing War - A closer look at why the ridesharing industry is turning into an "Uber vs. everyone else" war. 
  • Apple's Game Plan - My theory on Apple's plan for Didi and ridesharing. 
  • What's Next? - Details on what I'm expecting in terms of Apple making additional ridesharing investments.
  • Conclusion

The full story is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's story and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here

 
 
 
 
Previous
Previous

Berkshire Hathaway Buys AAPL Stake, Deep Dive into 1Q16 Wearables Market

Next
Next

Project Titan Is Different, Tech R&D Isn't Created Equally, Thursday Q&A