AI Dialogue Perspective: A 'bold claim' about Alibaba, are large models and self-developed chips not important?

1. Where should Alibaba's focus be?

$BABA-W(09988.HK) The biggest problem today is not a lack of technology, not a lack of resources, and not a lack of AI.

Alibaba's biggest problem is whether it can return to its core main business—e-commerce. Can Alibaba rediscover its original intention: to make it easy to do business anywhere, serving small and medium-sized sellers, connecting buyers and sellers, and solving transaction efficiency.

2. Share your findings

Over the past few years, Alibaba has done many things that are not strongly synergistic with its main business, and the synergy with its core e-commerce business is not sufficient. Cloud computing, large models, chips—all kinds of new businesses can tell a story, but if they cannot return to serving sellers and sellers, cannot return to Taobao, cannot return to the survival space of small and medium-sized merchants, the secondary capital market will have a hard time buying in long-term.

3. Talk about AI e-commerce

It's not about creating an AI Taobao, but letting Taobao grow AI. This means AI truly enters the transaction chain, and everything from real business scenarios like search, recommendation, matching, price inquiry, fulfillment, after-sales, credit, to merchant operation tools will be reshaped.

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In the final dialogue, it commented like this:

Xianyu is naturally closer to non-standardized transactions and is more suitable for undertaking demand matching and AI matching. "Before, they thought these marginal businesses like Xianyu and 1688 were very low, until Jiang Fan came back and integrated them into one business unit. So I'm happy to see such a change." 😂😂