Alibaba, every mention
34 scenes · ← back to Alibaba
tap a year for its mentions
every year anyone Jordi Hays 12John Coogan 11Thomas Laffont 1Peter Tuchman 1Marc Benioff 1Bill Bishop 1
Verbatim, from the transcripts: the passages where Alibaba comes up
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 28:53 John Coogan Anthropic has accused DeepSeek, Moonshot, Minimax, ZAI, Alibaba, all of distilling Claude, but they haven't, they haven't accused Mike Pence.
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 11:33 unnamed speaker He said he doesn't want to be the next Alibaba, is purely focused on the path to AGI, sort of taking this focused approach, and so we'll see.
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- ▶ 1:38 John Coogan The emergence of highly capable, open, autonomous AI systems, including Moonshot AI's Kimi K-III model, and Alibaba's QN-III Max, and Alibaba is actually a massive, ah, investor in 3 times in the scene
- ▶ 15:42 Jordi Hays Apparently, Alibaba, ByteDance, and Zipu. 2 times in the scene
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- ▶ 7:35 John Coogan He said it's the first time that they've named Zipu specifically after previously calling out Deep Seek, Alibaba, Moonshot, and Minimax, uh, join the, join the club at this point.
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN
- ▶ 0:19 unnamed speaker That's Alibaba, ByteDance, Z.ai, uh, DeepSeek, HighFlyer, not mentioned yet, but you have to imagine that they'll be 2 times in the scene
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- ▶ 12:56 unnamed speaker Didn't Anthropic openly accuse Alibaba of distilling?
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- ▶ 22:24 John Coogan Anthropix's Alibaba has distilled, clawed many, many times, and I saw a chart of the amount of tokens that are getting resold.
🚀 SpaceX IPO Liftoff | Diet TBPN
- ▶ 27:11 unnamed speaker No, the only thing is I do think Masa hasn't beat, I think Masa hasn't beat with Alibaba.
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
- ▶ 26:42 Jordi Hays Alibaba.
Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
- ▶ 2:47 Jordi Hays You can get them, like, you could go on Alibaba, get them for, in the low hundreds of dollars, right?
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
- ▶ 24:37 Thomas Laffont Then Facebook and Alibaba staying private for longer.
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- ▶ 2:54 unnamed speaker One on Alibaba and then the second one on Arm. 2 times in the scene
Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 28:29 Jordi Hays Alibaba's twenty five billion dollar float in 2014. 2 times in the scene
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 19:00 Jordi Hays Alibaba floated 15%. 3 times in the scene
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- ▶ 22:42 Bill Bishop I mean, there's a big boom right now in, in companies chasing sort of medical AI, including Alibaba.
Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
- ▶ 11:38 John Coogan So this is 20, 21, 20, 22 and 20, 23 for Alibaba, Baidu, Kuaishou and Tencent.
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 14:24 Jordi Hays Historically, like, the greatest venture investment ever, in my view, was, ah, Masa's twenty million investment in Alibaba.
Marc Benioff on AI Agents' Biggest Problem
- ▶ 7:29 Marc Benioff You know Quan from Alibaba.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 14:35 John Coogan Yahoo, Alibaba, and then also ARM.
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 40:46 Peter Tuchman Jack Ma, Alibaba IPO, which was one of the biggest that we've ever had here.
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 17:18 unnamed speaker What are you expecting out of, uh, Alibaba and Quinn?
The FULL HISTORY of Temu (Why it's EXPLODING!)
- ▶ 25:49 unnamed speaker So it's Alibaba and then JD.com, uh, which I don't think is related to JD Vance, but, um, 2 times in the scene
From NOTHING to BILLIONS (Masa's Epic Rise)
- ▶ 29:31 unnamed speaker Mega long bets is because he's had instances like later when he invests in Alibaba and prints tens and tens of billions of dollars. 4 times in the scene
- ▶ 34:07 unnamed speaker Wait, let's talk about the Alibaba investment real quickly. 4 times in the scene
- ▶ 42:21 unnamed speaker Uh, in the case of Alibaba, you know, a 10,000 bagger. 2 times in the scene
What Open AI Got WRONG
- ▶ 17:45 unnamed speaker Perhaps they could have waited until Alibaba did it a decade later and rented capacity.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 37:31 John Coogan 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.
DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- ▶ 1:00:48 John Coogan Now more and more Chinese companies are doing well worldwide like Huawei, Tencent, and Alibaba.
- ▶ 2:39:46 unnamed speaker They got Brabus body kits on Alibaba, though we didn't, you know, we don't endorse that, but, um, it is, if, uh, if you're on a budget, you know, get creative.
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 22:12 Jordi Hays Okay, so Gavin Baker, uh, crossover fund manager, and a great poster, says, uh, Stargate is a great name, but the five hundred billion is a ridiculous number, and no one should take it seriously unless SoftBank is going to sell all of… 2 times in the scene
The END of TikTok?
- ▶ 43:30 John Coogan Um, Tencent is a big investor and acquirer of content around the world while ByteDance has never taken an investment from Tencent, Alibaba or Baidu.