Alibaba

“If I look at Alibaba Singles Day, last week they did an impressive twenty five billion dollars of GMV in sales in one day.”

“This is a car vending machine that Alibaba launched in conjunction with Ford this year. You just had to drive up to this vending machine, do a facial recognition scan, log in with your phone, and then borrow that car for three days.”

“Alibaba will call this concept New retail. Tencent will call this smart retail. The main difference being smart retail requires no human intervention.”

“You see, that completion of this virtuous loop is the holy grail of advertising that no other e-commerce tech company has ever been able to achieve until now.”

“But that interest is coming from not just the major strategics like the Tencent, Alibaba, and the Chihus. They are very active out here, but it's also coming, now I see, from China VCs, and actually even sovereign wealth funds around Asia.”

“You don't have an Alibaba yet in India. You don't have the buy, the Google of India is Google. The Facebook of India is Facebook.”

“They have this one rule, which is if you leave the company twice, you cannot come back a third time. I think they've only broken that rule once. And the tens of thousands of people they've ever hired”

“I think another really interesting company that's flown under the radar a little bit is, is on on, and that's an insurance company backed by Alibaba and Tencent that's raised almost a billion dollars. And an eight billion dollar valuation, which would make it …”

“This is a little bit unfashionable to say, but I'm actually a little bit skeptical about the possibility for a company like Alibaba, for instance, to come in and change things in the United States. There may be places where they can do it, but I think at the m…”

“I think U.S. Companies should be scared because the moment Tencent and Alibaba are already moving into other developing markets and they're going to be incredibly competitive because it's just built into their DNA.”

“They put out a revised financial statement the summer after they defenestrated Jack Ma, and they announced that the Jack Ma, Jack and his CFO, their voting shares had been reassigned to a set of, I think it was four unnamed other People's Republic of China cit…”

“Quark, which is Alibaba's AI assistant on both web and mobile. Daobao, which is ByteDance's AI assistant on also on both web and mobile. And then Kimi, which is another general AI assistant from Moonshot AI. Each of those ranks, actually all of them in the top…”