fresh
Discussed as part of China's consolidation of power and potential threats to other companies. observed
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We have not established fit. That is not a soft no and not a soft yes — it is unknown, and it is never counted as a qualified prospect.
No standout signal or flag yet.
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we've seen the government literally – I mean, they disappeared, Jack Ma, with respect to Al-Ababa.
it may just be very well be that, that Alibaba just wants to make sure there's no bite dance, you know, that equivalent in the ice space. And that would be pretty rational.
Quinn, the open source model out of Alibaba has passed, I think, 400 million downloads.
Alibaba leads in the cloud market over there. They're about, I think they're like a 70% player in the cloud market. And so that just gives them a natural place to deliver models from that makes them important.
Another thing, what else did he say? Yeah. He said token generation is doubling every few months.
Eddie, last night, Eddie Wu at Alibaba said, between now and the end of the year, and, excuse me, now and the end of the decade, they're going to increase their data center power by 10x.
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
common_name | Alibaba | observed | artifact ↗ | 2026-10-01 | normalized | 0.60 |
description | Discussed as part of China's consolidation of power and potential threats to other companies. | observed | artifact ↗ | 2026-10-01 | normalized | 0.60 |
platform.index_excluded | true | derived | calc | 2026-10-09 | normalized | 0.99 |
signal.commentary | {"context": null, "run_ref": "01M4GFJGKDAEJ80KXGDT2XCTRS", "signals": [{"quote": "Eddie, last night, Eddie Wu at Alibaba said, between now and the end of the year, and, excuse me, now and the end of t | observed | artifact ↗ | 2025-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GFJGKDAEJ80KXGDT2XCTRS", "signals": [{"quote": "Another thing, what else did he say? Yeah. He said token generation is doubling every few months.", "stance": "neutral | observed | artifact ↗ | 2025-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GJV5YBGQP4VGBFN5PGHXPN", "signals": [{"quote": "Alibaba leads in the cloud market over there. They're about, I think they're like a 70% player in the cloud market. An | observed | artifact ↗ | 2025-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GK3D4AFZ5MB70XYHB6XQK9", "signals": [{"quote": "Quinn, the open source model out of Alibaba has passed, I think, 400 million downloads.", "stance": "neutral", "confid | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GK3D4AFZ5MB70XYHB6XQK9", "signals": [{"quote": "it may just be very well be that, that Alibaba just wants to make sure there's no bite dance, you know, that equivalen | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GRGZQ6WMWV3TMA4TV4QQ07", "signals": [{"quote": "we've seen the government literally – I mean, they disappeared, Jack Ma, with respect to Al-Ababa.", "stance": "bearis | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
source.document.reference | {"kind": "podcast", "title": "Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477] — alibaba", "source_id": "01M4FV3CE9M0Y4AMYN123JVPCY-m-047364b9be67f665", "extra | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner — alibaba", "source_id": "01M4GC8PXVG4Q8YYT3XTEVS935-m-047364b9be67f665", | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner — alibaba", "source_id": "01M4GFPHY8RYSG4C6D4Y1X3VMY-m-047364b9be67f665", "ex | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner — alibaba", "source_id": "01M4GFPHZCBWVG6RMHSZP9E62G-m-047364b9be67f6 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner — alibaba", "source_id": "01M4GPJ9RT4AC0ACAWBFDGPBRP-m-047364b9be67 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
source.document.reference | {"kind": "podcast", "title": "Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477] — alibaba", "source_id": "01M4FV3CE9M0Y4AMYN123JVPCY-m-047364b9be67f665", "extra | observed | artifact ↗ | 2026-06-09 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner — alibaba", "source_id": "01M4GC8PXVG4Q8YYT3XTEVS935-m-047364b9be67f665", | observed | artifact ↗ | 2025-09-26 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner — alibaba", "source_id": "01M4GFPHY8RYSG4C6D4Y1X3VMY-m-047364b9be67f665", "ex | observed | artifact ↗ | 2025-08-28 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner — alibaba", "source_id": "01M4GFPHZCBWVG6RMHSZP9E62G-m-047364b9be67f6 | observed | artifact ↗ | 2025-07-31 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner — alibaba", "source_id": "01M4GPJ9RT4AC0ACAWBFDGPBRP-m-047364b9be67 | observed | artifact ↗ | 2025-06-05 | normalized | 0.95 |