What Alibaba Tells Us About China's Economy

The transcript discusses Alibaba's recent performance, highlighting accelerated growth in GMV and revenue, which alleviated investor concerns about the Chinese macro economy and Alibaba's investment pace. The company plans to provide more transparency by separating core business performance from other investments, similar to Google's approach with Alphabet. Alibaba's margins are slightly better than expected, despite being affected by heavy investments. The Chinese economy's shift towards consumer spending is seen as a positive factor for Alibaba's future growth.

What future plans did Alibaba mention regarding their revenue guidance?

How many buyers does Alibaba currently have on its platform?