Helijia, a mobile app that provides on-demand manicure services in China, leverages its business and operating models to expand into the largest platform for on-demand services across industries.
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Do you think their business and operating model is sustainable in the long term? What is the barrier to entry in the industry and how would Soylent maintain its competitive advantage in the long run?
This is amazing! How does Aravind identify non-paying customers from its paying customers? And how does it prevent fraud (customers who should be paying but pretending to be low-income?) Is it a big concern, and why?
How do you compare Xiabu’s operating model with Haidilao’s? How do they compare in price point, and how do you explain the difference? Do you think their business model is sustainable?