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Alibaba

6 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Jul 22, 2021 by Bill Ford · said 31 times in 13 episodes since 2017 · across every show →

Mentions by year

brought up most by Mitchell Green (6), Kathy Xu (6), Ted Seides (4), Mike Tian (4), Sanjay Ayer (1), Richard Lawrence (1), Mike Trigg (1), Mike Novogratz (1)

tap a year for its mentions
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023201720182019202020212022202320242025episodes it came up in
0041.583201720182019202020212022202320242025episodesmentions per episode
2025 7 mentions in 1 episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 7 mentions in 2 episodes 4 per episode
2021 10 mentions in 3 episodes 3 per episode
2020 2 mentions in 2 episodes 1 per episode
2019 1 mention in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Alibaba, oldest first

Jul 22, 2021 bullish
Opinion
Ford: China's innovation cycle is strengthening into life sciences
“I see their innovation cycle only getting stronger. What they've done in technology is well known with companies like Alibaba and ByteDance, but now in life sciences, they're actually becoming a real innovator in the life sciences space.”
Bill Ford Jul 22, 2021 ▶ 18:02 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Sep 6, 2021 negative
Opinion
Tian: Alibaba's asset-light business model is an "original sin."
“That's exactly the way that Alibaba did the business, and I actually, I think it's potentially an original sin. It's the way that eBay thought, and it didn't really work out that well for them versus, let's say, an Amazon.”
Mike Tian Sep 6, 2021 ▶ 26:08 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Sep 6, 2021 bearish
Assertion Supported
Tian: Highly profitable Alibaba is losing market share to competitors.
“Alibaba is a classic, or we just want to be Like the platform in the middle make huge margins, and they are the most profitable e-commerce company arguably in the world, but they're losing market share versus all of these other competitors that are out there.”
Mike Tian Sep 6, 2021 ▶ 28:21 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Oct 30, 2023 neutral
Assertion Contradicted
Ou: GGV's first fund was a Series A investor in Alibaba
“The drivers for first GGV fund, for example, they were a series A investor in Alibaba.”
Bruce Ou Oct 30, 2023 ▶ 36:37 Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Jan 27, 2025 positive
Disclosure
Green: Lead Edge Fund I allocated 25% to Alibaba at $12B valuation
“And we said to people, listen, I'm going to raise a fifty million dollar vehicle. And I'm going to put 25% of the fund in Alibaba at twelve billion valuation, roughly.”
Mitchell Green Jan 27, 2025 ▶ 19:30 Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
Jan 27, 2025 neutral
Assertion Partly supported
Green: Eastern Advisors bought Goldman Sachs's Alibaba stake in 2004
“We were early investors in Alibaba. We bought out Goldman Steak in in 2004 when I launched the fund.”
Mitchell Green Jan 27, 2025 ▶ 14:27 Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
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