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 and speak about digital competition and China / Asia’s leading tech companies.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.​

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​

A unique view from on the ground of digital China / Asia.

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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