Is Baidu the New AT&T? The Basics of Physical vs. Virtual Networks. (Jeff’s Asia Tech Class – Podcast 26)

In this class, I talk about networks vs. ecosystems. And how networks have evolved from physical to virtual / digital.

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

This is part of Learning Goals: Level 4-5, with a focus on:
  • #17 Basics of Baidu and Physical and Virtual Networks

A lot of the AT&T information comes from the book The Business of Platforms.

Concepts for this class:

  • Network Effects
  • Networks and Ecosystems
  • Complementary Products, Services and Platforms

Companies for this class:

  • Baidu
  • AT&T


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

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

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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