Didi Open Day Review Meeting, feels like a very interesting and valuable event
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Thank you for sharing, a very meaningful discussion. The most interesting and dangerous thing is not in this discussion, but the ubiquitous online community.
It can be seen that the platform can only address the information asymmetry regarding commission issues, while it is far from explaining the information asymmetry in pricing and price adjustments, and it certainly cannot counter market forces.
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Previously, when traveling out of town, I occasionally asked drivers how much commission the platform took, and then when returning from a remote area I let the driver pick me up without using the platform, and everyone was quite happy.
It seems the commission has indeed decreased, but the pricing issue is too complicated; I can only say that as a consumer I still choose the cheaper option.
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When I went to Beijing, I took a few Gaode economy rides at the airport, and they were all gasoline cars; the electric cars aren’t that great, and it feels like gasoline cars run at a pure loss.
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No, I’ve reconsidered carefully. The platform could claim that price compression is to generate more orders, but considering that the gig‑employment group actually has no better options, their flexibility is far less than the platform’s, so this portion of cost is almost entirely transferred onto the drivers, while the platform extracts more profit from the increased number of orders. One could even boldly speculate that the current commission logic only provides drivers with income that makes them willing to keep working, and the difference is entirely used to maximize the platform’s profit. The root cause is structural unemployment that makes drivers willing to bid down to the minimum wage.
From a pure market perspective, only when the pie is large enough that not only does everyone have a job, but also some degree
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