Alibaba, every mention
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every year anyone Chamath Palihapitiya 26Jason Calacanis 20Joe Tsai 5David Friedberg 5David Sacks 4Marc Benioff 3Thomas Laffont 1Mark Pincus 1Claire Cormier Thielke 1
Verbatim, from the transcripts: the passages where Alibaba comes up
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 26:43 David Sacks And Meta and all these companies were actually, it was Baidu and Alibaba and Tencent and all the rest of them instead.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 9:32 Jason Calacanis Alibaba, 14.
- ▶ 1:06:33 Jason Calacanis Um, they all sell the same data sets to top Chinese AI companies, according to this report, like Tencent, Bytense, Alibaba, Moonshot, et cetera.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 54:51 Jason Calacanis So two Chinese regulators met with Alibaba, ByteDance, and Z.ai. 2 times in the scene
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 10:20 Marc Benioff We have an exclusive partnership with Alibaba, everything just goes through them, and we, we don't do anything in China. 2 times in the scene
- ▶ 19:33 Marc Benioff Because if you look at, you know, commerce in China, it is dominated by companies like Alibaba and, and these organizations who use these super apps.
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 29:51 Jason Calacanis Alibaba is coming out with one that's going to be based on their Quinn model.
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
- ▶ 34:51 Jason Calacanis Waymo obviously is leading the pack, but then you also have Baidu, Alibaba, WeRide, Pony AI.
All-In's 2026 Predictions
- ▶ 1:03:28 Jason Calacanis And Friedberg, you said Chinese tech stocks and ETFs, Alibaba is up 85%.
Alibaba's Joe Tsai on US-China Rivalry, AI Future, Owning the Nets/Liberty, Caitlin Clark's Impact
- ▶ 0:06 unnamed speaker He's the owner of the Nets, and he's now chairman of Alibaba. 3 times in the scene
- ▶ 6:08 Chamath Palihapitiya Let's, uh, transition to Alibaba for a second.
- ▶ 8:31 Joe Tsai Alibaba has been around for 26 years. 5 times in the scene
- ▶ 20:14 Chamath Palihapitiya Inside of Alibaba. 6 times in the scene
- ▶ 21:54 Chamath Palihapitiya Alibaba is an enormous business. 4 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 49:48 David Sacks Quen from Alibaba.
Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
- ▶ 23:29 Chamath Palihapitiya Who is the chairman of Alibaba at the summit.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 6:34 Jason Calacanis The CEO of Eli Lilly, Dave Ricks, Alibaba's co-founder, Joe Tsai, also owns the Nets.
- ▶ 36:07 Jason Calacanis So, and he's an incredible painter right now, by the way, some of those oil prints are, I think are going to be much bigger in their impact than Alibaba.
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- ▶ 52:52 Jason Calacanis Alibaba's co-founder, Josiah, Tama Bravo co-founder, ARK Invest, Cathie Wood, Uber CEO, Dara, Sequoia's Rolof Botha, YouTuber, Cleo Abram, and many, many more coming.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:50:29 Jason Calacanis Joe Tsai wants to come from, uh, Alibaba.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 17:00 Chamath Palihapitiya Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible, DeepSeq shows up with something better?
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 7:01 Chamath Palihapitiya When, which is the open source Alibaba dropped a rev, which seems actually really best in class.
- ▶ 1:28:42 Chamath Palihapitiya So when Alibaba pushes Gwen this week, it was an exceptional model.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 43:30 Chamath Palihapitiya Alibaba's model or Lama
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 1:12:57 Thomas Laffont And Alibaba, which at its peak was a two hundred billion dollar win, and I think he ultimately netted like 80 plus billion out of it, so that's one.
Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
- ▶ 1:19:11 Mark Pincus Alibaba, a couple Chinese names.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:19:32 David Friedberg I was just looking at Alibaba and it trades at a pretty decent multiple.
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 1:21:38 Chamath Palihapitiya The Alibaba model, et cetera.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 26:48 Jason Calacanis Here's 2019, top companies by market cap in the world, obviously Microsoft, Apple, Amazon, Google, Berkshire, Facebook, Alibaba, Tencent.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 40:53 Chamath Palihapitiya But you can go to Alibaba and buy something that hacks that, right?
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 5:05 David Friedberg Everyone was saying, you know, this guy had a one hit, it was Alibaba and that was it.
- ▶ 8:46 Jason Calacanis Once again, he did it with Alibaba too, right?
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 40:34 Chamath Palihapitiya That provides tremendous liquidity and relief, and they did that as well a few months ago with Alibaba. 2 times in the scene
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
- ▶ 1:08:25 David Friedberg I mean, look at what happened with Alibaba.
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
- ▶ 1:23:36 Chamath Palihapitiya And they have that in Alibaba.
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 50:16 Jason Calacanis They cribbed this incredible formula we had of letting Jack Ma do Alibaba.
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 6:11 Jason Calacanis Essentially, you can think of SoftBank as like a holding company of a bunch of different assets, including Alibaba, previously Uber and all of this vision fund stuff. 4 times in the scene
- ▶ 36:31 Jason Calacanis Alibaba could double in value.
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 50:38 Claire Cormier Thielke Well, you look to Alibaba and Alibaba investing down into China.
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
- ▶ 20:28 David Friedberg Um, the highest valued IPO, tech IPO in history was Alibaba. 2 times in the scene
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 27:48 David Sacks And there are a bunch of tech companies there like Alibaba, Didi, Tencent, Baidu, JD.com.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 48:25 David Sacks That was another part of the, this new law is they want to get their hands on the data that, um, that Alibaba has.
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- ▶ 50:35 Chamath Palihapitiya And so, you know, Tencent, Alibaba, Baidu, DD.com, JD, all of these folks have these VIEs. 3 times in the scene
E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
- ▶ 12:20 Chamath Palihapitiya You know, Facebook, Netflix, Alibaba.
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- ▶ 40:01 Chamath Palihapitiya Alibaba exists, uh, because of the largesse of the Communist Party and Xi Jinping.
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
- ▶ 4:36 Jason Calacanis He's literally on eBay and Alibaba buying ventilators.