The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Andreessen: Alibaba filed notice reassigning Jack Ma's voting shares to unnamed citizens
“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…”
Humble: US tech firms should fear competitive threat from Tencent and Alibaba
“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.”
Chan: No e-commerce company closed the online-to-offline loop before Alibaba
“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.”
Osnos: Alibaba is unlikely to successfully expand directly into the US
“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…”
Chan: Alibaba strictly bans hiring employees for a third time
“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”
Paulus: ZhongAn raised $1B at an $8B valuation backed by Alibaba
“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 …”
Hariharan: U.S. tech giants dominate India without local equivalents like Alibaba
“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.”
Chan: Chinese VCs and Asian sovereign funds actively invest in US startups
“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.”
Chan: Tencent's smart retail requires no human intervention
“Alibaba will call this concept New retail. Tencent will call this smart retail. The main difference being smart retail requires no human intervention.”
Alibaba, ByteDance, and Moonshot AI assistants rank in top 20
“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…”
Chan: Alibaba and Ford launched a facial-recognition car vending machine in 2018
“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.”