Alibaba

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 29, 2020 by Mohit Gulati · said 19 times in 14 episodes since 2020 · across every show →

Mentions by year

brought up most by Arjun Sethi (3), Hari Menon (2), Alok Sama (2), Vipul Parekh (1), Somesh Dash (1), Siddhartha (Siddharth) (1), Siddhartha Ahluwalia (1), Pratik Poddar (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

He Built "GPT For Shopping" And Got 450M+ Users | Naveen Tewari Jul 3, 2026 · 1 mention · from 47:45
every mention in 2026, scene by scene →

2025 1 mention in 1 episode

Why Finding Your ‘Rapido Bet’ and Surviving Your ‘Meesho Miss is the Best Job | Pratik & Brij Nov 4, 2025 · 1 mention · from 1:11:36
every mention in 2025, scene by scene →

2024 9 mentions in 6 episodes 2 per episode

VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show May 17, 2024 · 3 mentions · from 7:03
Former SOFTBANK CFO: My Honest Experience Working With Masayoshi Son | Alok Sama | The Neon Show Nov 29, 2024 · 2 mentions · from 0:43
Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show Oct 23, 2024 · 1 mention · from 22:34
BigBasket Co-founder on 10 Min Delivery, TATA Acquisition, Wealth Creation & More | Neon Show Sep 28, 2024 · 1 mention · from 41:50
$10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future Aug 16, 2024 · 1 mention · from 18:54
Flipkart’s Success Secrets, VC Power Law, And IPO Market : RTP Global Partner, Nishit Garg Jul 20, 2024 · 1 mention · from 5:44
every mention in 2024, scene by scene →

2023 2 mentions in 1 episode

Watch This BEFORE Renting Out Your Property In India! | SEBI Manager Deepak Shenoy on The Neon Show Sep 22, 2023 · 2 mentions · from 55:28
every mention in 2023, scene by scene →

2022 2 mentions in 1 episode

How He Built India’s Largest Online Grocery Store? Ft. Hari Menon, Ceo & Co-Founder, BigBasket Jun 21, 2022 · 2 mentions · from 25:32
every mention in 2022, scene by scene →

2020 4 mentions in 4 episodes 1 per episode

Somesh Dash, IVP on learnings from the crisis of 2002 & 2008 and investing in resilient companies Jun 29, 2020 · 1 mention · from 48:16
Ganesh Rengaswamy, Quona Capital, on the growth of Digital Lending and Neo Banking in India Jun 14, 2020 · 1 mention · from 27:03
Mohit Gulati, ITI Fund on why Hyper-investment is not a sure shot success for startups? Mar 29, 2020 · 1 mention · from 27:10
Episode 53 | Hemant Mohapatra, Partner, Lightspeed India Partners Feb 24, 2020 · 1 mention · from 20:39
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Alibaba, oldest first

Mar 29, 2020 negative

Opinion

PhonePe and Google Pay are kicking Paytm's ass with superior products

“I think PhonePay is a phenomenal product. I think GooglePay is an even better product and both of which are kicking their asses, right?”

Mohit Gulati Mar 29, 2020 ▶ 27:14 Mohit Gulati, ITI Fund on why Hyper-investment is not a sure shot success for startups?

Jun 21, 2022 neutral

Assertion Supported

Geopolitical tensions between India and China blocked Alibaba from funding BigBasket further

“So we had the first strategic that came in two years before in the form of Alibaba. Unfortunately, because of the, all the issues that were there with China and stuff like that, they couldn't make further investments.”

Hari Menon Jun 21, 2022 ▶ 25:32 How He Built India’s Largest Online Grocery Store? Ft. Hari Menon, Ceo & Co-Founder, BigBasket

Aug 16, 2024 positive

Assertion Not checkable as stated

Siddhartha: China investors made 10x returns over the past 20 years

“So for the last 20 years, people who invested in China made like 10 X of their money. Because all this ecosystem of Alibaba by dance electric vehicles, manufacturing was getting created in China.”

Siddhartha (Siddharth) Aug 16, 2024 ▶ 18:48 $10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future

Nov 29, 2024 positive

What-if

Masayoshi Son would not have invested in Alibaba using traditional advisors

“If he started making all these investment decisions based on advice, like people like me, I don't think he would have done the Alibaba deal”

Alok Sama Nov 29, 2024 ▶ 29:39 Former SOFTBANK CFO: My Honest Experience Working With Masayoshi Son | Alok Sama | The Neon Show

Alibaba

Mentions by year

Everything said about Alibaba, oldest first

Turn any episode into a week of clips.