定位不清 滴滴巨亏
亏损百亿，裁员两千，滴滴给出了2018年的总结。炙手可热的明星企业，为什么盈利无期，亏损不断？定位不清晰也许是罪魁祸首。
如果滴滴将把出行当作主业，出行是一个充分竞争的市场，以公共交通为主加私人交通为辅方式共同构成市场格局。滴滴出行进行市场初，看似与主要与出租车竞争，实则是与公共交通、私人汽车等的立体竞争，随着出租车市场服务改善、私人拥有汽车比例的提升，以及市场监管趋严，滴滴面对的竞争压力不断增加。为了维护后发优势，滴滴必须对司机不断进行补贴，以增加司机的粘性，势必会造成支出增加。
如果滴滴把出行当作一个入口，通过出行导入流量，利用流量拓展衣食住行，通过衣食住行来盈利的话，它面对的竞争对手将是百度、阿里、腾讯、美团、携程等这样的巨无霸，胜算不高。
如果从共享经济来看，滴滴应该是整合现有的市场资源，比如私家车、兼职司机，进行轻资产运行。随着滴滴不断深度介入，从车型投入到司机管理，滴滴已经越变越重，变成一个重资产公司，这需要大量持续的投入，也造成了滴滴的支出增加。
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