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全球企业能从这家中国共享单车公司学会什么?

全球企业能从这家中国共享单车公司学会什么?

Clifton Leaf 2017-07-25
好的创意绝不会在任何边界停下,那些希望借这些好创意获利的人也是如此。

在最新一期《财富》杂志出版的那个早晨,我向一位陌生人借了辆银橙两色自行车,骑了两公里后,把车靠在十字路口的灯杆上。我走时,车子既没栓链子也没锁,就放在阿斯彭的一家酒店前。这让人觉得有些有悖常理。而我却受益于摩拜的非凡经营模式。这家总部设在北京的初创公司有1亿多注册用户,相同的场景发生在所有用户中,公司的600万辆联网自行车平均每天都会被使用2000万次。

当然,许多城市都有共享单车——付费用户从放置点取一辆自行车,在一定时间里把它放回另一个放置点。摩拜则完全取消了这个有时很麻烦的还车过程。人们下载它的app,找到附近的摩拜单车,扫二维码开锁。然后大家可以把它停到任何想停的地方。车架里的GPS和其他无线技术可以让摩拜追踪单车的去向;智能锁车系统会锁住后轮,直到下一位用户出现。

摩拜单车联合创始人兼首席执行官王晓峰在阿斯彭的《财富》科技头脑风暴大会上对台下观众说,原先基于放置点的共享单车系统就像第一代个人电脑。它们被拴在放置点,就像台式PC一样。与之相比,摩拜单车更像智能手机,随便在哪儿都能骑走(或停下)。

令人吃惊的是,如今骑摩拜的人已经超过了用Uber打车的人数。摩拜创办还不到两年,当时在中国以外几乎不为人所知,如今已经成为世界级共享单车巨擘,至少在自行车出行领域。它已经扩张到了新加坡和英国,在美国的发展也不大可能落后很多。

这再一次提醒我们,过去几年全球商业环境发生了怎样的巨大变化。真正的创新可以遍地开花,并且实际上正在遍地开花,而不仅仅是局限于人们熟悉的拥有著名科技公司的什么谷什么街。全世界的公司也是这样投资于创新,并将生意做大,而且在许多情况下都因此处于飞速发展的状态。

7月中旬,聚集了600名投资人、创业者和首席某某官的科技头脑风暴大会再次传递出这样的信息。本期《财富》杂志同样响亮而明确地指出了这一点。大家只需要看看2017年《财富》全球500强,也就是世界上收入最高的公司都分布在哪些地区就会明白了——它们至少来自34个国家和地区的232座城市。

与此同时,全球企业的重心继续向东偏移。《财富》全球500强中逾五分之一, 109家企业都来自中国,而10年前这个数字仅为29家。

地理范围不断扩展的企业都面临着巨大挑战,就像杰夫·约翰·罗伯茨在《全球化的反噬》中解释的那样。但跨境扩展既不可避免也至关重要,而且,没错,它还受到欢迎。这就是去年12月我们在广州举办《财富》全球论坛,又把首届《财富》国际科技头脑风暴大会放在这里的原因之一。

好的创意绝不会在任何边界停下,那些希望借这些好创意获利的人也是如此。(财富中文网)

译者:Charlie

本文将刊登在2017年8月1日出版的《财富》杂志上,题为《创意无国界》。

On the morning this issue went to press, I borrowed a stranger’s silver-and-orange bicycle, rode it two kilometers, then left it leaning against a streetlamp at a city intersection. As I walked away from the bike—unchained and undocked in front of a hotel in Aspen—it was hard not to feel like a scofflaw. But I was benefiting from the remarkable business model of Mobike, a Beijing-based startup whose more than 100 million registered users do much the same thing—an average of 20 million times a day—with the company’s 6 million “connected” bikes.

Lots of cities have bike-sharing systems, of course: Members, who pay a fee for the privilege, retrieve a two-wheeler from one docking station and return it to another within a certain time frame. Mobike has dispensed with the occasionally cumbersome docking process entirely. You download an app, find a bike near you, and scan a QR code to unlock it. Then you drop it off wherever you darn well please. GPS and other wireless technology built into the chassis allow the company to track its whereabouts; a “smart” locking system, meanwhile, bolts the rear tire in place until the next user shows up.

The old dock-based sharing systems are like first-generation PCs, ­Mobike cofounder and CEO Davis Wang told an audience at Fortune’s annual Brainstorm Tech conference in Aspen. They are as tethered to their docking stations as a PC is to a desktop, he said. His bikes, in contrast, are like smartphones—you can take them (and leave them) anywhere.

Today, astoundingly, Mobike has more daily riders than Uber. Think about that for a moment: Mobike, which got its start less than two years ago—and which, I’m guessing, few outside of China have heard of—is now a world-class ride-sharing giant (at least in the bi-wheeled transportation sector). The company has already expanded to Singapore and the U.K., and the United States isn’t likely to be far behind.

Which is yet another reminder of how dramatically the landscape for global business has changed in the past few years. Real innovation can happen—and, indeed, is happening—everywhere, not just in the familiar valleys and alleys of the tech establishment. So, too, are companies all over the world investing in that innovation—and growing their businesses, in many cases, at breakneck speed because of it.

That message was sounded over and again in mid-July at Brainstorm Tech, a gathering of some 600 inventors, entrepreneurs, corporate chieftains, and investors. And it blasts loud and clear in this issue of Fortune as well. One has only to look at the geographic breakdown of the 2017 Fortune Global 500—the definitive list of the biggest companies (by revenue) in the world. The companies in this latest ranking are based in no fewer than 232 cities in 34 countries.

At the same time, the center of gravity of the global business enterprise continues to drift eastward. More than a fifth of those on the latest list—109 companies—call China home, up from only 29 companies a decade ago.

Great challenges remain for every company with a geographically expanding footprint, as Jeff John Roberts explains in “Globalization Bites Back.” But such cross-border spread is inevitable and essential—and yes, welcome. That’s one reason we’re holding the Fortune Global Forum in Guangzhou, China, in December—and coupling it with the first-ever Brainstorm Tech International in the same city.

Good ideas have never stopped at any border. And neither will those hoping to profit from them.

A version of this article appears in the Aug. 1, 2017 issue of Fortune with the headline "Ideas Know No Borders."

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