Cover art for podcast Analyse Asia with Bernard Leong

Analyse Asia with Bernard Leong

353 EpisodesProduced by Bernard Leong & Carol YinWebsite

Analyse Asia with Bernard Leong is a weekly podcast dedicated to the pulse of technology, business and media in Asia. We interview thought leaders and leading industry players and gain their insights to how we perceive and understand the market.


Should we replace Baidu with Bytedance in BAT China? with James Hull

James Hull from Hullx and co-host of China Tech Investor podcast joined us in a discussion on whether we should replace Baidu with Bytedance in the BAT China. Starting with the question, James dived deep into the business structures of Baidu and Bytedance and examined whether Baidu has lost their edge as one of the three tech giants of China. In the same conversation, James offered his perspectives on how Bytedance will replace Baidu in the future.

Here are the interesting show notes and links to the discussion (with time-stamps included):

  • James Hull (@jameshullx, LinkedIn), Co-host of China Tech Investor podcast and Founder of Hullx [0:21]
    • Since you have last appeared on the podcast, what have you been up to? [0:50]
  • Should we replace Baidu with Bytedance in the BAT? [0:56]
    • BAT (Baidu, Alibaba, Tencent) & TMD (Toutiao, Meituan-dianping, Didi) 
    • Let’s start with Baidu. How has Baidu performed as a public company for the past decade? [2:08]
    • What are the key businesses of Baidu? (iQiyi is spun off as a separate company)? [3:27]
    • Baidu's advances in AI [4:56] and in the intelligent audio input interface and speaker sector. [5:42]
    • Is Baidu dependent on the advertising business similar to Google in the US? [6:51]
    • Comparison between Baidu and Bytedance in terms of user information feeds [9:30]
    • Bytedance's advantage with user feeds and recommendations through Douyin and Toutiao [11:51]
    • Bytedance has been growing exponentially with a 75B valuation from their recent round with SoftBank, now the most valuable startup in the world followed by Didi. How are they performing as a business? [15:09]
    • What are the key revenue drivers for Bytedance?
    • How are they compared to Alibaba and Tencent? [18:08]
    • What are Baidu’s competitive advantages that you think may allow them to stay competitive within the BAT? [24:30]
    • How Baidu's search engine competes against Google and the rest of Chinese search engines. [28:24]
    • Should we just replace Baidu with Bytedance in the BAT? [31:09]
    • Interesting Chinese answer on the question for this podcast (in Chinese) in Zhihu (similar to Reddit and Quora in the US) which Carol has referenced and mentioned in the discussion. 
  • Closing [37:24]

Podcast Information:

The show is hosted and produced by Carol Yin (@CarolYujiaYin).  Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.

Educational emoji reaction


Interesting emoji reaction


Funny emoji reaction


Agree emoji reaction


Love emoji reaction


Wow emoji reaction


Listen to Analyse Asia with Bernard Leong


A free podcast app for iPhone and Android

  • User-created playlists and collections
  • Download episodes while on WiFi to listen without using mobile data
  • Stream podcast episodes without waiting for a download
  • Queue episodes to create a personal continuous playlist
RadioPublic on iOS and Android
Or by RSS
RSS feed

Connect with listeners

Podcasters use the RadioPublic listener relationship platform to build lasting connections with fans

Yes, let's begin connecting
Browser window

Find new listeners

  • A dedicated website for your podcast
  • Web embed players designed to convert visitors to listeners in the RadioPublic apps for iPhone and Android
Clicking mouse cursor

Understand your audience

  • Capture listener activity with affinity scores
  • Measure your promotional campaigns and integrate with Google and Facebook analytics
Graph of increasing value

Engage your fanbase

  • Deliver timely Calls To Action, including email acquistion for your mailing list
  • Share exactly the right moment in an episode via text, email, and social media
Icon of cellphone with money

Make money

  • Tip and transfer funds directly to podcastsers
  • Earn money for qualified plays in the RadioPublic apps with Paid Listens