Alibaba
4 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Apr 16, 2025 by Grace Shao · said 45 times in 20 episodes since 2024 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (22), Grace Shao (16), Ranjan Roy (3), Dwarkesh Patel (1), Condoleezza Rice (1), Arthur Mensch (1)
tap a year for its mentions
2026 20 mentions in 14 episodes 1 per episode
- How China Caught U.S. AI — With Grace Shao
- Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown
- Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
- Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- 6 more episodes that year, every mention in 2026 →
2025 24 mentions in 5 episodes 5 per episode
- Why China's AI Strategy Just Might Work — With Grace Shao
- Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts
- Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about Alibaba, oldest first
Apr 16, 2025 positive
Shao: Chinese manufacturing provinces are aggressively backing AI and robotics
“There's been a lot of like municipal level or provincial level policies throughout the country. That's really been boosting AI per se, and like I said, physical AI, especially in areas like Zhejiang province or Guangdong province, where they're strong on manuf…”
Apr 16, 2025 bearish
Shao: Chip shortages are the biggest bottleneck facing Chinese AI development
“It's definitely also hindering Chinese, like, you know, AI development. For sure, that's probably Biggest bottleneck because we talked about it. It has innovation. It has data. It has energy. It doesn't have chips. So unless domestically, you know, we see like…”
Apr 16, 2025 neutral