Alibaba
4 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 28, 2026 by Jackie Reses · said 28 times in 3 episodes since 2026 · across every show →
Mentions by year
brought up most by Jackie Reses (20), Molly O'Shea (6), Jaimin Rangwalla (1), Cyan Banister (1)
tap a year for its mentions
2026 28 mentions in 3 episodes 9 per episode
- She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
- "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
Everything said about Alibaba, oldest first
May 28, 2026 negative
May 28, 2026 neutral
Masayoshi Son focused purely on high-level approval, leaving execution to others
“Masa would almost just assume that everyone else would do it, and he would take the big picture concepts of it and just decide whether he was comfortable with it or not. And so it's almost the opposite of the way I work. I can't even fathom operating like that…”
May 28, 2026 neutral
Jul 10, 2026 bullish
Banister: I am actively seeking to back the 'Alibaba of the Americas'
“I am still looking for the Alibaba of the Americas. I haven't found it yet. I'm still turning over stones there trying to find, so I always like to put that out there in, in the wild in case someone claims they have that company. I've had many pitches, none of…”