Episode 03: Bike sharing business models - Mobike and ofo

<p>John and Matthew go deeper on bike sharing and respond to some listener feedback.     Questions they answer: <ul> <li>How many bikes are on the streets?</li> <li>How many users do Mobike and ofo have?</li> <li>How much are these two companies worth?</li> <li>How do they generate revenue?</li> <li>What are some potential monetization strategies?</li> <li>How do Mobike and ofo fit in with Tencent and Alibaba's broader strategy?</li> <li>How has the government responded? What will future regulation look like?</li> </ul>   Links   <ul> <li><a href="http://technode.com/tag/bike-rental/">TechNode's coverage of bike sharing</a></li> <li>Sheila Yu: <a href="http://technode.com/2017/04/13/mobike-magic-cube-ai/">Mobike announces &quot;Magic Cube,&quot; an AI made from its mountains of user data</a></li> <li>John Artman: <a href="http://technode.com/2017/03/24/mobike-jumps-on-hongbao-bandwagon-with-mobike-mo-money/"> Mobike jumps on hongbao bandwagon with “Mobike, mo’ money”</a></li> <li>Matthew Brennan: <a href="http://chinachannel.co/mobike-ofo-bike-sharing-industry-report/">Mobike &amp; Ofo: Bike Sharing Industry Report (Nov 2016)</a></li> <li>Matthew Brennan: <a href="http://chinachannel.co/china-bike-sharing-report-march-2017/">China Bike Sharing Report: March 2017</a></li> <li>ReportLinker: <a href="http://www.reportlinker.com/p04838481/China-Bicycle-Sharing-Industry-Report.html"> China Bicycle Sharing Industry Report, 2017-2021</a></li> <li>iResearch: <a href="http://www.iresearch.com.cn/report/2961.html">2017年中国共享单车行业研究报告</a></li> </ul> Hosts   <ul> <li>John Artman, <a href="https://twitter.com/knowsnothing">@knowsnothing</a>, <a href="http://technode.com/author/artman/">TechNode</a></li> <li>Matthew Brennan, <a href="https://twitter.com/MattyBGooner">@MattyBGoooner,</a> <a href="http://chinachannel.co">ChinaChannel</a></li> </ul>   Podcast information   <ul> <li><a href="https://itunes.apple.com/cn/podcast/china-tech-talk/id1228528520?mt=2"> iTunes</a></li> <li><a href="http://chinatechtalk.libsyn.com/r