Alibaba, every mention
11 scenes · ← back to Alibaba
tap a year for its mentions
every year anyone Brad Gerstner 7Bill Gurley 5Dylan Patel 3Jensen Huang 1
Verbatim, from the transcripts: the passages where Alibaba comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 36:55 Brad Gerstner You know, we had this chart last week, right, that came out, everybody was sending around Twitter, conveniently timed, and, you know, it's like, shows the average max drawdown post IPO for, like, 20 companies from Facebook, Twitter,…
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 16:27 Jensen Huang 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?
- ▶ 1:08:29 Brad Gerstner And I just saw this morning, you're seeing announcements out of Huawei and BABA and others that they're going to build data centers around the world now. 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 49:43 Bill Gurley Um, is a really important player, mainly because, uh, Alibaba leads in the cloud market over there. 3 times in the scene
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:10 Brad Gerstner Um, so when the open source model out of Alibaba has passed, I think, four hundred million downloads.
- ▶ 17:38 Bill Gurley He asked me, he says, why is Alibaba funding all these things when they've got their own model? 2 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:50 Brad Gerstner I mean, we've seen the government literally, I mean, they disappeared Jack Ma with respect to Alibaba.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:01:17 Brad Gerstner Now Baba has one.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 46:26 Dylan Patel And OpenAI doesn't want to show you, but, you know, there's some open source Chinese models like Alibaba and DeepSeq.
- ▶ 54:18 Dylan Patel I'm competing against Alibaba and I'm competing against tons of companies. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 52:56 Brad Gerstner From a merchandising perspective, just like Alibaba has been for a long time.