Predict the ending of Didi as follows:
Make the following three guesses about Didi’s ending:
First, accept the rectification and then return to normal. operations. The so-called normal operation means that Didi can restart downloads in major app stores. In this outcome, what Didi has temporarily lost will eventually be regained. On the one hand, it is because Didi still occupies a huge market share, and on the other hand, because Didi has a huge capital pool to support it after it goes public. Compete with other platforms in the market.
Second, accept the split and then return to normal operations. At present, most discussions about Didi focus on data leaks, but most of them ignore the issue of Didi's possible suspicion of industry monopoly. Therefore, after Didi accepts rectification, if the country decides that Didi is suspected of being a monopoly and splits Didi, how strong will the online ride-hailing industry be? But as an Internet industry, the situation of being too strong is only temporary. It is most likely to be similar to the current food delivery industry. Meituan is a super player and Ele.me is a strong player.
Third, Didi completely exited the market. This possibility exists. Although the probability is very small, it is still a possibility after all. If Didi completely collapses from now on, all market share will be swallowed up by other platforms.
For online ride-hailing drivers and passengers, if there are other platforms that can provide equivalent services, they do not care whether you are called Didi or Kuaidi; for Didi’s The patents of Didi will also be purchased by other peers; the data accumulated by Didi will also be obtained by other companies of the same type during the merger and acquisition process.