I’m long on the yellow guys.
About six months ago I noticed the sudden appearance of fashionable orange and white bikes on street corners and sidewalks all around Beijing.
Then last month a sea of yellow bikes appeared everywhere.
Now this month the blue guys have dumped thousands of two-wheelers on the streets.
Any bike can be located, unlocked and paid for with your smartphone and the right app. Any bike can be left wherever you want when finished.
Today was a brilliant, smog-free, cool and breezy Sunday in Beijing. Great day to rent a bike.
Barely anyone using the orange guys. Blue guys major losers as not one rider spotted. Yellow guys had customers everywhere.
I just read that the yellow guys are shipping 20,000 bikes to Silicon Valley and London. Yellow guys bikes are lighter than the the other guys. Yellow guys have lowest deposit and the only platform that can be used with WeChat.
Yellow guys got game.
I’m long on the yellow guys.
P.S. There is some serious cash money behind all this. Just search for “yellow orange blue bikes Beijing” and you can read all about China’s bike sharing revolution.
