Alibaba, every mention
71 scenes · ← back to Alibaba
tap a year for its mentions
every year anyone Harry Stebbings 43Larry Aschebrook 9Jackie Reses 9Crystal Huang 7Rory O'Driscoll 6Mitchell Green 5Marcelo Claure 5Jeff Richards 4Imran Khan 3Hans Tung 3
Verbatim, from the transcripts: the passages where Alibaba comes up
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 43:30 Aaron Katz I flew to China to launch a partnership with Alibaba.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 33:49 Harry Stebbings I agree, but do you think you actually know what's going on within Moonshot or Alibaba with Quan?
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 1:37 Harry Stebbings Um, one of them being Kimi, which has got a lot of attention and a lot of press, and then the other being Quen from Alibaba.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 21:27 unnamed speaker Whether this was the original goal of DeepSeq and others and, and, uh, um, and Alibaba and others, I'm not sure. 2 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 57:40 unnamed speaker You've had the Jack Ma thing of, you know, at Alibaba of effectively going, as it were, under the radar for a few years when you kind of incurred the displeasure of the administration.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 6:39 Jason Lemkin Providers are giving away OpenClaw because you've got grandma and grandpa lined up on the streets outside of Tencent, Alibaba with their free OpenClaw because it just burns tokens, right?
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings Mitchell has co-led or led investments in insane companies like Alibaba, BenchLink, ByteDance, Grafana, among many others.
- ▶ 25:40 Mitchell Green Look, Byte, so Alibaba and Tencent should be, you know, two giant, um, you know, Chinese companies should represent roughly how ByteDance should trade.
- ▶ 26:51 Mitchell Green Like, um, that, that's where, you know, a lot of these, you know, people have been talking for years that they're gonna, like, de-list all these US, these Chinese companies, Baidu, Ctrip, BABA. 2 times in the scene
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 43:50 Rory O'Driscoll His greatest play ever was doing Alibaba and getting 20% of Alibaba, holding it for 20 years and making hundreds of billions of dollars, right? 2 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 10:31 Rory O'Driscoll And the year, I can't remember, it was, it was, quote, a bumper year for IPOs because Alibaba went public, and both of them were huge and ginormous, and if you look at the little bar graphs, it's like, 4 times in the scene
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 56:43 Andrew Feldman Uh, before these issues, we, we knew the guys at Didi and ByteDance and, and, and Ali and Baidu extremely well.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 40:02 Miles Dieffenbach Or Facebook in 2012 and Alibaba in 2014.
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
- ▶ 1:02:58 Philipp Freise We literally at KKR had the chance to invest in Alibaba a long time ago, and that came on my desk, and I said no.
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- ▶ 4:35 Larry Aschebrook I just started buying Twitter shares and Alibaba stock from Jack Ma's family office, and, and then holy shit, it worked. 2 times in the scene
- ▶ 9:39 Larry Aschebrook The real momentum happened in 2014, and that's when I really felt the power of what I was trying to do when Alibaba goes public. 3 times in the scene
- ▶ 11:10 Larry Aschebrook It was 2014 Alibaba. 4 times in the scene
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 48:38 Jason Lemkin Alibaba, which we can't even use here, right, outperforms both.
Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
- ▶ 15:27 unnamed speaker So the like of, ah, you know, Tencent and, you know, WeChat and Alipay and Alibaba all took off and you just live in this
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 1:09:56 unnamed speaker You know, I was an early investor in Alibaba, right, and, uh, and, and, and financial, etc.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 30:18 Harry Stebbings Because I go through your fun ones, dude, and it's like your Alibaba's, your Spotify's, your Uber's, fantastic companies, but all venture.
- ▶ 37:30 Harry Stebbings You know, as we said earlier, Uber and your Alibaba, these are incredibly cash-consumptive businesses, and now you fund businesses which are incredibly cash-efficient, lean machines. 3 times in the scene
- ▶ 1:01:19 Mitchell Green Alibaba is not a truly global business. 2 times in the scene
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 5:40 Daniel Dines Uh, Gwen, which is a fantastic model built by Alibaba, which is totally open source. 2 times in the scene
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 31:49 Harry Stebbings What sort of percent was Alibaba?
- ▶ 38:49 Harry Stebbings So before we move into SNAP and Alibaba, which I can't wait to discuss, I do just have to ask, when we look at the political environment today, it does have an impact on markets.
- ▶ 48:56 Harry Stebbings I do want to touch on, you mentioned Google quite a few times, but you also took Alibaba public. 5 times in the scene
- ▶ 52:17 unnamed speaker I don't want to put Alibaba. 5 times in the scene
- ▶ 54:41 Imran Khan Because, you know, the challenge for the global investors is they don't use Alibaba. 3 times in the scene
- ▶ 1:03:14 Harry Stebbings How did the two hundred million Alibaba investment come to be? 2 times in the scene
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 17:15 Reid Hoffman You know, Alibaba, Tencent, et cetera.
Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- ▶ 1:21:59 Alex Taussig There's only a few companies in the world that can, that can say that, you know, you have Alibaba in China or what it kind of used to be before the recent changes.
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 6:16 Marcelo Claure For some companies with an immense opportunity, think of Alibaba, think of Facebook, think of Google, think of Amazon, whatever.
David Velez: How AI Changes The Future of Finance | E1059 · 20VC with Harry Stebbings
- ▶ 27:52 David Vélez So Alibaba is a great example.
Marcelo Claure & Shu Nyatta: LATAM's New $500M Growth Fund; Investing Billions at SoftBank | E1042 · 20VC with Harry Stebbings
- ▶ 24:03 Marcelo Claure Nothing to envy to an Amazon or to an Alibaba, etc.
Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
- ▶ 25:13 Jackie Reses Economically, some of the best deals I ever made were around Alibaba, and that's a situation where we had no leverage. 9 times in the scene
Celtics Owner Steve Pagliuca: What Went Wrong with the Chelsea FC Acquisition | 20VC #976 · 20VC with Harry Stebbings
- ▶ 16:07 Steve Pagliuca So we're really coming out of a period now where, uh, over a long period of time, because of low interest rates, because of the success of, of some of the unicorns, Amazon and Alibaba, there was an investment mentality that said, 2 times in the scene
Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
- ▶ 25:28 Martin Escobari You're trying to be the Alibaba marketplace of China.
Will Quist: Why 95% of Venture Capital is Not Really “Venture Capital” | 20VC #924 · 20VC with Harry Stebbings
- ▶ 43:11 Will Quist Like, I mean, I was lucky at industry to be able to be invested in a bunch of the Alibaba and Twitter, but those were buying stock later and being right, like I, I, which was fantastic, right?
20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
- ▶ 3:18 Marcelo Claure For some companies with an immense opportunity, think of Alibaba, think of Facebook, think of Google, think of Amazon, whatever.
20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
- ▶ 0:28 Harry Stebbings And built a portfolio including Alibaba, Coupang, Airbnb, Instacart, and Delivery Hero, to name a few.
20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
- ▶ 0:14 Harry Stebbings Anton has led General Atlantic's investments in the likes of Alibaba, CrowdStrike, Facebook, Slack, and Snapchat, and co-led investments in Adyen and ByteDance.
- ▶ 35:15 Anton Levy So, you know, I was lucky enough to invest in Alibaba out of China back in 1998, where people were like, who's this company from Hangzhou that no one's, I mean, first of all, no one heard of Hangzhou, and second of all, no one had heard,… 2 times in the scene
20VC: The Rise of Quick Commerce and Why CPGs ARe Misaligned Being Powered By Ad Spend, The 5 Core Components Consumers Care About When Ordering Today & Why Amazon and Alibaba Will Not Be The Big Players in 10 Years with Ralf Wenzel, Founder & CEO @ JOKR
- ▶ 34:21 Ralf Wenzel I think in 10 years from now, Amazon and Alibaba will not be the biggest e-commerce companies anymore. 2 times in the scene
20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
- ▶ 0:04 Harry Stebbings The guest today has more unicorns in his portfolio than I have done podcast episodes, and so with that, I'm thrilled to welcome, and welcome back to the hot seat, Hans Tung, managing partner at GGV Capital, one of the leading venture firms…
20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today
- ▶ 13:24 Marcelo Claure I mean, meeting with Jack Ma as he was thinking of where was Alibaba going and where was Alipay going, where was Ann going.
- ▶ 22:44 Marcelo Claure For some companies with an immense opportunity, think of Alibaba, think of Facebook, think of Google, think of Amazon, whatever, it was worth coming in at almost any price.
20VC: Coinbase President & COO Emilie Choi on Building Coinbase Ventures into One of the Best Performing Funds with 0 Employees, How Coinbase Thinks Through Internal Resource Allocation and Prioritisation & Why, When and How To Hire Your COO and Head of C
- ▶ 3:34 Emilie Choi For example, as a junior analyst, I got to work on that original Alibaba deal for Yahoo and the Flickr acquisition.
20VC: Farfetch Founder, José Neves on Zen Buddhism and Its Impact on Leadership Mentality, Why Head vs Heart is Not the Right Way To Think About Decision-Making & How To Work Through Self-Doubt and Identity as a CEO
- ▶ 0:17 Harry Stebbings Now a public company, José has raised over 1.7 billion dollars with Farfetch from some of the biggest names, including Alibaba, Richemont, JD.com, Index,
20VC: Insight Managing Director, Deven Parekh on The Current Funding Mania, Compression of Round Timelines, Fund Deployment Speeds Increasing & How To Think Through Price and Time Allocation Across the Portfolio
- ▶ 0:15 Harry Stebbings And so with that, I'm thrilled to welcome Devin Parrack, Managing Director at Insight Partners, where Devin himself has made more than 90 investments, including in the likes of, check this out, Twitter, Alibaba, JD.com,
20VC: MercadoLibre Founder Marcos Galperin on Optimising Decision-Making, Effective Resource Allocation, Growth vs Profitability, Fundraising Strategies and more on the Journey To Build a $72Bn Market Cap Company
- ▶ 19:09 Marcos Galperin Maybe the combination of Alibaba and financial put together, but they are not together.
20VC: Ashton Kutcher on Early Lessons From Investing in Airbnb and Spotify, Why VC Ownership Requirements Are Becoming More and More Egregious & What Being Good At Product Truly Means
- ▶ 0:37 Harry Stebbings As for Ashton, he started his career investing as an angel, with early home runs including Spotify, Alibaba, Skype, and Optimizely, to name a few.
- ▶ 7:08 Ashton Kutcher I invested in Skype and Alibaba and Foursquare and this platform called Brizly, which was like a Twitter client
20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
- ▶ 0:27 Harry Stebbings With a portfolio, including the likes of Alibaba, Slack, Square, Xiaomi, Peloton, Opendoor, just to name a few.
- ▶ 22:25 Jeff Richards I remember, you know, GGB was an early investor in Alibaba Group, and back in 2003, the two hundred million dollar valuation. 4 times in the scene
20VC: The Framework LPs Use To Assess Emerging Managers, What Concerns and Excites LPs in Potential Opportunities & The Current State of Seed Today with Hunter Somerville, Partner @ Greenspring Associates
- ▶ 0:27 Harry Stebbings On the direct side, their portfolio includes the likes of Sonos, App Annie, DocuSign, and Alibaba, just to name a few.
20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
- ▶ 0:29 Harry Stebbings Billion dollars under management across eight funds, and a portfolio including the likes of Airbnb, Didi, Alibaba, Slack, Square, and the list really does go on.
- ▶ 18:54 Harry Stebbings One thing that's very common, though, between US and Chinese markets is kind of the incumbent heavy nature with Tencent, Alibaba, Baidu. 6 times in the scene
20VC: LinkedIn's Head of Corp Dev on Why and When Startups Should Start Relationship Building With Corp Dev, What The Structure of M&A Traditionally Looks Like & How To Mitigate The Biggest Risk of M&A, Integration Risk
- ▶ 3:19 Emilie Choi Yahoo was the undisputed leader in a bunch of categories in consumer internet, and I got to work across all sorts of verticals from jobs to email to photos and on a number of cool deals from Flickr to the original Alibaba investment.
20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
- ▶ 13:46 Crystal Huang There's Alibaba.
- ▶ 17:44 Crystal Huang So everybody talks about Baidu, Alibaba, Tencent, which they call BAT. 6 times in the scene
20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital
- ▶ 4:49 Hans Tung During that time period, I saw Alibaba grew from a two hundred million dollar valuation company in 2005 after Yahoo became five billion dollars from 5,000,001,005, which everyone thought was crazy at the time, to over four hundred billion… 2 times in the scene
- ▶ 7:50 Hans Tung I, fortunately we have that perspective being in China where Alibaba with Taobao and Tmall owns 80% of market share in e-commerce and JD has another over 10% market share in e-commerce.
20VC: Why It Is BS That You Never Regret Paying A High Price To Get Into A Good Company, Why There Are Only 2 Price Points That Work in SaaS and Why eSports Will Be Bigger Than Traditional Sports in 5 Years Time with Jason Pressman @ Shasta Ventures
- ▶ 18:44 Jason Pressman Are very powerful, and if you look not only at Facebook and Snapchat in the US, but a lot of the really compelling social networks overseas, like Tencent, Alibaba, and some of the feature sets that they have, and the way people interact in…
20VC: Why Success in Gaming is Like Success in VC, The Key To Building An Enduring Game & Why Few Metrics Matter in Gaming with Kevin Chou, Founder & CEO @ Kabam
- ▶ 0:27 Harry Stebbings Under Kevin's leadership, Kabam has raised more than two hundred and forty million dollars from venture and strategic investors, including some of the world's largest entertainment and internet companies, such as Alibaba, Google, Intel,…
20VC: Why We Will See A Big Series B Crunch? Why Proprietary Data Pools & AI Talent Will Be The New Limited Natural Resources? Why Now Is The Closest Thing To A New Normal with Tim Chang, Managing Director @ Mayfield Fund
- ▶ 0:39 Harry Stebbings As for his investments, though, he's had success in Ad China, acquired by Alibaba, Playdom, acquired by Disney, and Basis, acquired by Intel, just to name a few.
20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek
- ▶ 12:14 Harry Stebbings Uh, so Boris wanted to hear how you view the competitive landscape with competition from the likes of Alibaba as the world leader in, obviously 8 times in the scene
20VC: Europe's Youngest Series A Venture Partner, James Wise @ Balderton Capital on How To Get Into Venture & What The Future Of The VC Industry Looks Like
- ▶ 9:43 James Wise I, I want us to, uh, I want us to be in this fight, and, you know, I don't want, I think, um, the CEO of Alibaba, um, recently said that, basically, it's China and America, uh, in the, in the tech game, and I think, uh, you know, I want to…
20VC: Why Machine Intelligence Will Eat The World Of Software with Roy Bahat, Head of Bloomberg Beta
- ▶ 0:29 Harry Stebbings Which received investment from the likes of Kleiner Perkins and Alibaba, before being acquired by Razor.
20 VC: Running Lerer Hippeau Ventures Like A Startup with Eric Hippeau, Managing Partner @ Lerer Hippeau Ventures
- ▶ 23:27 Eric Hippeau Uh, namely, it's taken Alibaba, it's taken Yahoo Japan, and its own, um, its own own and operated website, uh, which is still very, very large in decline, no, no question, but still, uh, draws, you know, I don't know, six hundred million…
20 VC 072: Super Angel, Fabrice Grinda: The Future of Startup Investing
- ▶ 0:15 Harry Stebbings Just to hit you with some numbers, he has over three hundred million dollars in exits and has made over 200 angel investments, including in the likes of Alibaba, Lending Club, and Brightroll.