The sharing economy is one of the hottest sectors in China, with $250m of seed and Series A capital invested April-May '17, without accounting for the $1 billion+ poured into bike-sharing start ups Mobike and Ofo. While some of these start ups have the potential to create significant businesses (e.g. car hailing and bike sharing), the verdict is still out on others that are peddling shared umbrellas or even basketballs. A more sustainable opportunity in this sector is in co-w space, which is fueled not only by the latest sharing economy craze, but rather built on the solid foundation of continuous growth in start ups and a tangible need for office space.
Today we sit down with Randy Wan, CEO of Woo Space, one of the top 5 co-w spaces in China in direct competition with well known unicorns such as Wework. We'll cover a number of areas, including: how do Chinese co-w space offerings differ from that in the US, how do local competitors differentiate, and what is the role of services. We'll also review the sharing economy more broadly to understand what types of business models actually work and how do they make money. Lastly, we'll examine why high growth Chinese start-ups are so diversified, and how this applies to the very VCs that back them.
共享经济是中国当下最热门的领域之一，仅在今年4月至5月期间，除去十亿倾入共享单车创始公司摩拜单车与OFO的资金外，还有2.5亿的种子和A轮资本投入其中。这些公司除了开创性让人们共享一些可能发展成为大生意的东西外（如网约车、共享单车），还开始共享一些小物件，例如雨伞、篮球等。这个领域中出现的另一个拥有可持续发展机遇的项目便是共享办公空间。这个项目的兴起不仅仅始于最近的共享经济热，更根植于中国固定资产价格的持续飙升，以及对于办公场地的刚性需求。
今天做客顺为Podcast的是无界空间创始人，RandyWan。无界空间是目前国内共享办公空间公司的五大巨头之一，也是独角兽Wework的有力竞争对手。我们今天的谈话将设计几个领域，包括：中美共享办公空间领域的差异；国内竞争者之间的差异；以及这项服务带来的作用。此外，我们还将宏观看待共享经济以了解怎样的商业模式可以有效运转，他们又是如何收益的。最后，我们会探讨正在高速发展的国内创业公司多元化的原因，以及他们是如何满足支持他们的投资者的需求的。
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