Alibaba

“Alibaba was able to get regional governments to absorb warehouse construction costs on their balance sheets rather than directly pay for it, and looked extremely asset light and software-y when it went public.”

“Like they make, I think, still the best model suites for like doing research.”

“Historically, like, the greatest venture investment ever, in my view, was, ah, Masa's twenty million investment in Alibaba.”

“Big tech groups in China have been downsizing in the past few years. So this is 20, 21, 20, 22 and 20, 23 for Alibaba, Baidu, Kuaishou and Tencent. And they're all downsizing across those three years.”

“Even a tiny three percent float would comfortably eclipse the U.S. IPO record set by Alibaba's twenty five billion dollar float in 2014.”

“I think what really changed for us in the early 2010 was meta. Then Facebook and Alibaba staying private for longer. We just never seen companies of that scale who were that important to our research and our market not go public.”

“Anthropix's Alibaba has distilled, clawed many, many times, and I saw a chart of the amount of tokens that are getting resold.”

“Moffcom. Talk to AI companies including Alibaba, ByteDance, and Zipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users.”

“Anthropic has accused DeepSeek, Moonshot, Minimax, ZAI, Alibaba, all of distilling Claude”