Analyse Asia With Bernard Leong

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