The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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.”