Alibaba

“And so Stripe's IPO could be the biggest tech IPO ever. I think they've been talking about doing a direct listing. By the way, I don't know the guys. I don't know the investors. I don't know the company. I'm not an investor. So I don't have any information wha…”

“I've been loading up on Alibaba, a couple Chinese names.”

“A lot of the companies, including ourselves, have launched models that are smaller, you know, not the trillion parameter models, but, you know, we have a model that's 1.7 billion parameters, another that's four, another that's eight billion for like mobile dev…”

“It's definitely made our operations more, more efficient, so we actually can, we don't have to hire as many people.”

“I think the answer I get is all over the map, depending on which department you make, you ask, but I think it's maybe 30% at this point.”

“The parent company of TikTok, ByteDance, they're doing e-commerce. They're not known as an e-commerce company, but they are one of our fiercest competitors.”

“The first thing I said is we can't talk about our company as being in six different businesses. That's just too confusing. We're in two businesses, e-commerce and cloud computing, you know, with an AI element in it.”

“Now we kind of are in a new normal where we are, we believe that the regulatory environment is more predictable. We know what the red lines are and we know where to go, where not to go, and it's actually made a better operating environment because of the predi…”

“We don't have any offices or employees in China, we never have. The only time we end up with any residue in China is when we buy a company, and they have a presence over there, and then we have to divest from it. We have an exclusive partnership with Alibaba, …”