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Hi Kevin, quick question for you:

What is the role of chairman versus CEO at Alibaba?

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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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Nov 18, 2023Liked by Kevin Xu

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

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

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

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