$Alibaba(BABA.US) With no chart distractions tonight, let me give you a proper analysis of Alibaba. I've recently studied a bunch of Alibaba's models in detail, and I can only say they're mediocre. Some capabilities are even inferior to Zhipu and Minimax, and they can't beat Doubao on the consumer side either. That Lin guy left, which essentially has nothing to do with internal power struggles. The main reason is still the failure to develop a top-tier large model, not even achieving domestic leadership. Compared to Alibaba's investment, this is unacceptable. It's still a capability issue, and replacing him is a good thing.
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