How Big Will Ant Financial / Alipay Become? (Jeff’s Asia Tech Class – Podcast 28)


In this class, I talk about Ant Financial/Alipay, AI factories and the basics of payment platforms.

You can listen here or at iTunes, Google Podcasts and Himalaya.

The previous articles I cite are:

This is part of Learning Goals: Level 4-5, with a focus on:
  • #19 The Basics of Ant Financial and Payment Platforms

Concepts for this class:

  • Advantages of Scale
  • Economies of Scale and Scope
  • Learning Advantages
  • Disadvantages of Scale: Bureaucracy, Specialization, Scope, Scale, Complexity, Connectivity
  • Payment Platforms
  • AI Factories / Zero-Human Operations

Companies for this class:

  • Ant Financial
  • Alibaba


I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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