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

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