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Bill Bishop's avatar

“Giving credit where credit is due, Tsai is at least honest and transparent about it.” I think you are still showing your naturally optimistic side!

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Jed Benjamin Goldstein's avatar

Hi Kevin, quick question for you:

What is the role of chairman versus CEO at Alibaba?

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Kevin Xu's avatar

Hi Jed, my best estimate is: the Chairman (Joe Tsai) is mostly responsible for overall financial and capital market-facing matters, e.g. dividends, buybacks, divestitures of Alibaba's many many ventures and investments. CEO (Eddie Wu) is driving the day-to-day business growth and technology/product decisions.

Both makes sense at least on paper. Tsai's background is all all finance, Wu is in engineering/product.

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Frank Wang's avatar

Great analysis. At least Tencent announced it has chips enough to support recent years developments.

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Kevin Xu's avatar

Thanks! And by stark contrast, Alibaba did not, nor was it pushed on the topic by analysts lobbing softballs

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PC's avatar

Well-written and insightful. I shared it with my readers in this week’s issue of my newsletter.

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