What TikTok Can Learn From Huawei About the Role of the State (Jeff’s Asia Tech Class – Podcast 39)


In this class, I talk about the role of the state as a key factor in certain industries and countries. This tends to be a fuzzy, uncomfortable aspect when it comes to analysis. But it is fairly common for government to act as both policeman and player. And it can often be easy to predict.

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

This is part of Learning Goals: Level 7, with a focus on:
  • #27: The Role of the State

Concepts for this class:

  • Role of the State
  • Mismatched and/or Crippled Scale

Companies for this class:

  • TikTok / Douyin
  • Bytedance
  • Huawei


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.

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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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