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2015年,Kay Woo从纽约搬到香港后开始了他的出行行业之旅。最初,他推出了跨境汽车预订服务。
Kay Woo, the founder of TADA, a blockchain-based ride-hailing service, shares his entrepreneurial journey and the challenges and triumphs he encountered along the way.
基于区块链的叫车服务 TADA 的创始人 Kay Woo 分享了他的创业历程以及一路上遇到的挑战和胜利。
After moving from New York to Hong Kong in 2015, Kay initially launched a cross-border car reservation service. However, with major players like Uber and Grab struggling to turn a profit, investors were hesitant to back new entrants in the ride-hailing space.
2015年从纽约搬到香港后,Kay最初推出了跨境汽车预订服务。然而,由于 Uber 和 Grab 等主要参与者难以扭亏为盈,投资者对于支持网约车领域的新进入者犹豫不决。
In 2018, Kay introduced a new protocol called MVL (Mass Vehicle Ledger) and chose Singapore as the first market to launch TADA, combining blockchain technology with ride-hailing. The timing was opportune as Uber had just merged its Southeast Asian operations with Grab, creating a near-monopoly in the region.
2018年,Kay推出了名为MVL(Mass Vehicle Ledger)的新协议,并选择新加坡作为第一个推出TADA的市场,将区块链技术与网约车相结合。这个时机恰逢其时,因为 Uber 刚刚将其东南亚业务与 Grab 合并,在该地区形成了近乎垄断的地位。
TADA's unique selling proposition was its 0% commission model for drivers, made possible by blockchain and token economics. This approach allowed TADA to attract drivers and offer cheaper fares to customers while still growing its ecosystem.
TADA 独特的销售主张是通过区块链和代币经济学为司机提供 0% 佣金模式。这种方法使 TADA 能够吸引司机并为客户提供更便宜的票价,同时仍然发展其生态系统。
Initially, TADA focused on acquiring drivers, leveraging the appeal of the 0% commission model. However, attracting users proved challenging as many were already locked into existing platforms like Grab. The COVID-19 pandemic provided an unexpected boost to TADA's growth. As overall demand for ride-hailing services decreased, drivers looked for platforms with better earning potential, and users sought cheaper options. This alignment of needs helped TADA gain market share.
最初,TADA 专注于利用 0% 佣金模式的吸引力来获取司机。然而,事实证明吸引用户具有挑战性,因为许多用户已经锁定在 Grab 等现有平台上。 COVID-19 大流行为 TADA 的增长提供了意想不到的推动。随着网约车服务整体需求下降,司机开始寻找具有更好盈利潜力的平台,而用户则寻求更便宜的选择。这种需求的一致性帮助 TADA 获得了市场份额。
While TADA doesn't charge commissions, it generates revenue through a platform fee of 60 cents per trip, similar to the “software usage fee” implemented by competitors. This fee has made the company profitable. Additionally, TADA uses a portion of its revenue to buy back its MVL tokens from the market and redistribute them to drivers as incentives.
虽然 TADA 不收取佣金,但它通过每次行程 60 美分的平台费产生收入,类似于竞争对手实施的“软件使用费”。这笔费用使公司盈利。此外,TADA 使用其部分收入从市场上回购 MVL 代币,并将其重新分配给司机作为激励。
The MVL token can be used to redeem service vouchers for ride-hailing and to pay for battery swapping services for electric vehicles in Cambodia. About 70% of the total token supply is in circulation, with the remaining 30% held by the foundation.
MVL代币可用于兑换乘车服务券以及支付柬埔寨电动汽车电池更换服务的费用。代币供应总量的约 70% 处于流通状态,其余 30% 由基金会持有。
After Singapore, TADA expanded into Cambodia, identifying it as a promising market due to its developed capital city and the prevalence of smartphone-based ride-hailing. In Cambodia, TADA noticed that most taxis were three-wheeled vehicles imported from India. This observation led to the company's next venture: manufacturing electric three-wheelers.
继新加坡之后,TADA 又进军柬埔寨,认为柬埔寨是一个充满前景的市场,因为该国首都发达且基于智能手机的叫车服务十分普及。在柬埔寨,TADA 注意到大多数出租车都是从印度进口的三轮车辆。这一观察导致了公司的下一个冒险:制造电动三轮车。
TADA launched Onion Mobility to produce electric three-wheelers (tuk-tuks) in Cambodia. This move was driven by several factors:
TADA 推出 Onion Mobility,在柬埔寨生产电动三轮车(嘟嘟车)。这一举措是由以下几个因素推动的:
1. The need to access vehicle movement data for their blockchain ecosystem
1. 需要访问区块链生态系统的车辆移动数据
2. The relatively lower technical barrier to entry for producing two and three-wheelers compared to four-wheeled vehicles
2、两轮、三轮车生产技术门槛相对四轮车较低
3. The opportunity to address the financial challenges faced by drivers in acquiring vehicles
3. 解决司机购置车辆所面临的财务挑战的机会
As of the podcast recording, TADA had delivered over 700 electric three-wheelers in Cambodia over the past two years.
截至播客录制,过去两年,TADA 已在柬埔寨交付了 700 多辆电动三轮车。
To help drivers who struggle to obtain loans due to lack of credit history or poor credit scores, TADA introduced a “Rent to Own” program. Drivers can rent the vehicles, work on the TADA platform, pay rental fees, and eventually claim ownership of the vehicle.
为了帮助因缺乏信用记录或不良信用评分而难以获得贷款的司机,TADA 推出了“先租后买”计划。司机可以租赁车辆,在 TADA 平台上工作,支付租赁费用,并最终获得车辆的所有权。
TADA is also connecting this vehicle financing to Japanese investors. Instead of earning low interest rates from bank accounts, Japanese investors can purchase these vehicles and earn higher returns (5–10%) from the rental income paid by drivers in Cambodia.
TADA 还将这种汽车融资与日本投资者联系起来。日本投资者可以购买这些车辆,并从柬埔寨司机支付的租金收入中获得更高的回报(5-10%),而不是从银行账户赚取低利率。
TADA collects vehicle movement data, including location and condition. While the company doesn't solely rely on selling this data for revenue, it uses the information to provide value-added services. For instance, investors who purchase vehicles through TADA's financing program can access a dashboard showing the driver's income, location data, and driving distance.
TADA 收集车辆移动数据,包括位置和状况。虽然该公司不仅仅依靠出售这些数据来获取收入,但它还利用这些信息提供增值服务。例如,通过 TADA 融资计划购买车辆的投资者可以访问显示驾驶员收入、位置数据和行驶距离的仪表板。
Currently, TADA operates as a dApp (decentralized application) token. While they initially planned to move to a layer-one blockchain (either by forking Ethereum or another existing blockchain), they've shifted focus to becoming a sharp application for real-world use cases by connecting with existing blockchain infrastructure.
目前,TADA 作为 dApp(去中心化应用程序)代币运行。虽然他们最初计划转向第一层区块链(通过分叉以太坊或另一个现有区块链),但他们已将重点转移到通过与现有区块链基础设施连接来成为现实世界用例的敏锐应用程序。
TADA is preparing to accept crypto payments (USDC and USDT) in Singapore and is exploring integrations with smart wallet services. They're also in discussions with companies like Coinbase and Crypto.com to potentially white-label their wallet and payment gateway services.
TADA 正准备在新加坡接受加密货币支付(USDC 和 USDT),并正在探索与智能钱包服务的集成。他们还在与 Coinbase 和 Crypto.com 等公司进行讨论,以期可能为其钱包和支付网关服务贴上白标标签。
TADA is currently operating in Thailand, Cambodia, and Vietnam. They plan to expand to Hong Kong in the fourth quarter of this year, with Korea, Japan, and New York in the pipeline for the near future. In Japan, they're working on overcoming regulatory hurdles by partnering with local prefectures and existing taxi services.
TADA 目前在泰国、柬埔寨和越南开展业务。他们计划在今年第四季度扩展到香港,不久的将来还将扩展到韩国、日本和纽约。在日本,他们正在通过与当地县和现有出租车服务合作来克服监管障碍。
Kay acknowledges that building TADA has been challenging, as they're essentially running three significant businesses (blockchain protocol, ride-hailing service, and electric vehicle manufacturing) that each require substantial resources. However, he emphasizes that they didn't start everything at
Kay 承认,建立 TADA 一直具有挑战性,因为他们本质上运营着三项重要业务(区块链协议、叫车服务和电动汽车制造),每项业务都需要大量资源。然而,他强调,他们并不是从
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