Alibaba Faces 'Serious' Competition With Meituan, Blue Lotus Capital Says

The video discusses Alibaba's current business challenges, focusing on a slowdown in its core business and the dynamics of its revenue streams. It highlights Alibaba's strategic investment in the food delivery sector and the competitive landscape with Meituan. The discussion also covers market concerns about Alibaba's spending to maintain growth amidst increasing competition, particularly from Tencent. The video concludes with insights into Alibaba's future business scope and the anticipated return on investment.

In what ways is Tencent's competition affecting Alibaba's market position?

What are the potential risks associated with Alibaba's current investment strategy?