Blue Lotus' Yang on Alibaba's Leadership Reboot

The transcript discusses Alibaba's challenges in the evolving Web Three landscape, focusing on leadership changes, business restructuring, and competition. It highlights the management shakeup involving Wu and Tai, the separation into six business divisions, and potential IPOs. Joe Tsai's return and strategic role are examined, along with Alibaba's AI initiatives and competition with Baidu and Tencent. The discussion emphasizes the need for Alibaba to adapt to the new regulatory environment and leverage its strengths in service and technology.

What role do you think Joe Tsai will play in Alibaba's future?

What factors contribute to Alibaba's current loss of market share?

How might Alibaba's focus on service impact its competitive position in the market?