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Alibaba

4 statements across 2 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jul 31, 2025 by Sunny Madra · said 16 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (7), Bill Gurley (5), Dylan Patel (3), Jensen Huang (1)

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2026 1 mention in 1 episode
2025 11 mentions in 5 episodes 2 per episode
2024 4 mentions in 2 episodes 2 per episode

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Everything said about Alibaba, oldest first

Jul 31, 2025 bullish
Assertion Supported
Madra: Alibaba's 30-billion parameter Qwen model matches GPT-4o performance
“There was a release today of a Quen You know, thirty billion parameter model, which is performing as good as GPT-IV-O.”
Sunny Madra Jul 31, 2025 ▶ 7:26 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jul 31, 2025 positive
Insight
Gurley: Big Tech uses open-source defensively to commoditize potential platform threats
“If you're not, if you, if you're not confident, you're going to win on offense, you want to play defense. And so for any large tech company, commoditizing a potential threat Is, is actually quite valuable.”
Bill Gurley Jul 31, 2025 ▶ 17:47 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jul 31, 2025 bullish
Assertion Supported
Gerstner: Alibaba's Qwen open-source model surpassed 400M downloads
“So when the open source model out of Alibaba has passed, I think, four hundred million downloads.”
Brad Gerstner Jul 31, 2025 ▶ 5:10 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Sep 26, 2025 bullish
Assertion Supported
Huang: Alibaba CEO Eddie Wu plans to 10x data center power by 2030
“Eddie, last night, Eddie Wu at Alibaba said, between now and the end of the year, and excuse me, now and the end of the decade, they're going to increase their data center power by 10 X, right?”
Jensen Huang Sep 26, 2025 ▶ 16:27 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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