Podcasts about alibaba

Can You Really Spot a Great Company Before Everyone Else Does? In this episode of REady2Scale, Jeannette Friedrich sits down with Lee McCabe, Partner at Claymore Partners and former executive at Meta, Alibaba, and Expedia. With deep experience in both technology and private equity, Lee shares how to uncover high-potential companies, particularly those hiding in “boring” sectors, by focusing on digital transformation, data-driven operations, and overlooked growth levers. Whether you're an investor, operator, or advisor, you'll gain practical insights into how leading firms are building value not just through financial engineering but through smarter marketing, better tech stacks, and operational efficiency. Key Takeaways: - Why old-school industries hold untapped value:Digitally underserved sectors like B2B and consumer services are ripe for disruption and value creation. - The power of a functional tech stack: Many businesses lack proper data infrastructure. Building a connected, insight-driven stack is step one to scaling sustainably. - What digital value creation really looks like:Private equity must shift from passive ownership to active operational involvement, especially in marketing and data analytics. - Lead generation is the real business: CEOs in services should view themselves as running lead generation engines. Conversion begins with optimised websites and media spend tracked to ROI. - AI hype versus reality: AI is not yet the silver bullet for most companies. Without basic data systems in place, AI becomes a distraction rather than a solution. - How to avoid data overload: Focus on the 10 to 15 KPIs that truly drive performance instead of drowning in dashboards and vanity metrics. - The real role of marketing agencies: Good agencies tie marketing spend directly to revenue and profitability instead of reporting on clicks and impressions. - Advising today's private equity investors:Future-leading firms will use defined operational playbooks focused on digital execution from day one rather than relying on traditional financial levers. - The compound effect of small steps:Lee shares his philosophy for building an extraordinary life: take consistent action every day, even when the direction is unclear. Recommended Resources: Book: The Predator's Ball by Connie Bruck Podcast: Pivot and All-In Connect with Lee McCabe: Find him on LinkedIn Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Dies ist eine Interview-Folge, die ursprünglich als Video auf YouTube erschienen ist. Zu Gast war kein Geringerer als Thomas Derksen, der seit Jahren einer der bekanntesten Unternehmer, Speaker und Content-Creator aus Deutschland in China ist. Im Video sprechen wir vor allem über chinesische E-Commerce-Werte wie Alibaba, aber auch über Chancen am chinesischen Markt. Thomas nennt dabei direkt drei Branchen, in welchen er für Investoren extrem gute Chancen in der Zukunft in China sieht.
 ► Original Video: https://www.youtube.com/watch?v=KcQ4LeY5WeU&t=1s
 ► Hier geht es zu Thomas LinkedIn-Profil: https://www.linkedin.com/in/afuthomas/
 ► Seinen Podcast findest du hier: https://madeinchinapodcast.de
 ► Und hier ist sein spannender kostenloser Newsletter: https://asiabits.com
 ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express
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 ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/
 Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction.
 Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar.
 Offenlegung wegen möglicher Interessenkonflikte: Der Autor ist in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: Alibaba, JD.com, Inc., YumChina, Meituan, Baidu.

TrulySignificant.com presents the one and only Roger Egan, Dad, innovator, sold his company to Alibaba, had an epiphany on the education system. The gap- create a new process called Nurture, focused on life skills- critical thinking, problem solving, collaboration, etc. Here how Nurture will help students learn how to learn. Fascinating conversation. Meaningful content to all parents and grandparents who care. Visit www.nuture.isBecome a supporter of this podcast: https://www.spreaker.com/podcast/success-made-to-last-legends--4302039/support.

Alibaba Group's grocery retail arm Hema, also known as Freshippo, has officially exited the membership store business, shuttering all Hema X locations as it pivots toward more profitable formats amid intensifying competition in China's retail market.阿里巴巴集团旗下的杂货零售部门盒马鲜生（也称为Freshippo）已正式退出会员店业务，关闭了所有盒马X门店，因为它在中国零售市场竞争加剧的情况下转向了更有利可图的模式。Hema said that its Shanghai Senlan store, the last remaining Hema X location, will cease operations on Aug 31. The closure follows the shutdown of stores in Beijing; Suzhou and Nanjing of Jiangsu province in late July. After the Senlan store closure, Hema will no longer operate any stores under the membership model.盒马表示，其上海森兰店是盒马X最后一家门店，将于8月31日停止运营。在北京门店关闭之后，该店也随之关闭；7月下旬，江苏省苏州市和南京市。森兰门店关闭后，盒马将不再以会员模式经营任何门店。Customers holding Hema X memberships — priced at 258 yuan annually for Gold and 658 yuan for Diamond — will be eligible for refunds or can transfer benefits to other Hema formats.持有盒马X会员资格的客户（金卡年费258元，钻石卡年费658元）将有资格获得退款，或者可以将福利转移到其他盒马格式。The move signals the end of Hema's experiment with membership stores, which the company once positioned as a "second growth curve" akin to US membership giants Costco and Sam's Club.此举标志着盒马对会员店的实验结束，该公司曾将会员店定位为类似于美国会员巨头好市多和山姆会员店的“第二增长曲线”。The first Hema X opened in Shanghai in October 2020. By October 2023, the format had expanded to 10 stores across key cities.第一家盒马鲜生X于2020年10月在上海开业。到2023年10月，该模式已扩展到主要城市的10家门店。Hema management made a strategic call earlier this year to concentrate resources on Freshippo and Hema neighbor business, both of which are showing stronger growth momentum.今年早些时候，盒马管理层发出战略呼吁，将资源集中在Freshippo和盒马NB（邻居业务）上，这两家公司都显示出更强劲的增长势头。In an internal letter at the end of 2024, Hema CEO Yan Xiaolei reaffirmed confidence in the company's Hema NB format, with a goal to expand to 300 stores in fiscal year 2025.在2024年底的一封内部信中，盒马首席执行官严筱磊重申了对公司盒马NB模式的信心，目标是在2025财年将门店扩展到300家。According to Alibaba's latest annual report, Hema plans to deepen its presence in emerging cities and counties, with a focus on value-driven formats. The company's gross merchandise value surpassed 75 billion yuan in fiscal year 2025, and its adjusted earnings before interest, taxation and amortization turned positive for the first time. Freshippo now operates over 420 stores, with online orders contributing more than 60 percent of sales.根据阿里巴巴最新的年度报告，盒马计划深化其在新兴城市和县的业务，重点是价值驱动型业态。该公司2025财年的商品总价值超过750亿元，调整后的息税摊销前利润首次转为正值。Freshippo目前经营着420多家商店，在线订单占销售额的60%以上。Analysts said the collapse of Hema X highlights the challenges Chinese retailers face in replicating the US membership model.分析人士表示，盒马鲜生X的倒闭凸显了中国零售商在复制美国会员模式方面面临的挑战。"Hema X charged membership fees, but it never truly validated a mature model," said Jason Yu, general manager of CTR Market Research. "It faced pressure from both global competitors like Sam's Club and domestic players, but lacked strong differentiation in product assortment and customer experience."CTR市场研究总经理Jason Yu表示：“盒马鲜生收取会员费，但它从未真正验证过一个成熟的模式。”。“它面临着来自山姆会员店等全球竞争对手和国内企业的压力，但在产品组合和客户体验方面缺乏强大的差异化。”While Sam's Club benefits from a global supply chain and robust local procurement, most Chinese entrants lack comparable sourcing and private-label development capabilities, said Yu.余表示，虽然山姆会员店受益于全球供应链和强大的本地采购，但大多数中国进入者缺乏可比的采购和自有品牌开发能力。"Costco has started to localize its assortment, but the offering still leans heavily toward an American lifestyle that doesn't fully align with Chinese consumer habits," Yu said. "Omnichannel capabilities also remain weak — there's no front-end warehouse system to support fast delivery expectations."余说：“好市多已经开始对其产品进行本地化，但产品仍然严重倾向于与中国消费者习惯不完全一致的美国生活方式。”。“全渠道能力也仍然薄弱——没有前端仓库系统来支持快速交付的期望。”Hema's retreat from the warehouse format also reflects broader changes in Chinese consumer behavior, particularly among middle- and high-income shoppers.盒马放弃仓储模式也反映了中国消费者行为的更广泛变化，尤其是在中高收入消费者中。"High-income households still value product quality and freshness, but they've become increasingly rational," said Laura Liu, senior research analyst at market observer Mintel China. "We're seeing more of them shift toward fresh-product discount stores, which offer a better price-to-value balance."市场观察机构英敏特中国的高级研究分析师Laura Liu表示：“高收入家庭仍然重视产品质量和新鲜度，但他们已经变得越来越理性。”。“我们看到越来越多的人转向新鲜产品折扣店，这提供了更好的性价比平衡。”According to Mintel, shoppers are no longer loyal to a single retail format. Instead, they alternate between warehouse stores and discount channels depending on purchase scenarios. This crossover trend reflects a broad shift toward flexible, needs-based consumption.据英敏特称，购物者不再忠于单一的零售模式。相反，他们根据购买场景在仓库商店和折扣渠道之间交替。这种交叉趋势反映了向灵活、基于需求的消费的广泛转变。Hema is doubling down on its discount Hema NB format to capture this evolving demand.为了满足这一不断变化的需求，盒马正加倍努力推出折扣版盒马NB。Consultancy Kantar Worldpanel data show that Hema NB boosted its penetration by 1.6 percentage points in eastern China during the first quarter of 2025, outpacing growth in traditional retail formats. Overall, Freshippo's reach grew 1.3 percentage points year-on-year in the first quarter.咨询公司凯度消费者指数的数据显示，2025年第一季度，盒马NB在中国东部的渗透率提高了1.6个百分点，超过了传统零售业态的增长。总体而言，Freshippo的覆盖率在第一季度同比增长了1.3个百分点。The company has also accelerated store openings, averaging one new location every five days in 2024.该公司还加快了店铺的开业速度，2024年平均每五天就有一家新店开业。The NB format, focused on community-based stores offering aggressively priced fresh goods and snacks, has shown particular strength in town-level markets. In the first quarter, discount snack store penetration reached 18 percent, with southern and lower-tier regions seeing the fastest growth.NB模式侧重于以社区为基础的商店，提供价格高昂的新鲜商品和小吃，在城镇市场表现出了特别的优势。第一季度，折扣小吃店的渗透率达到18%，其中南部和低线地区增长最快。"Consumers are seeking more value without compromising on quality," Liu said. "Discount retailers that deliver on both fronts are well-positioned to capture share in this new retail landscape."刘说：“消费者在不牺牲质量的情况下寻求更多的价值。”。“在这两个方面都提供服务的折扣零售商处于有利地位，可以在这个新的零售格局中占据份额。”closuren.（永久地）停业/ˈkləʊʒə/warehousen.仓库、货仓/ˈweəhaʊs/

This week's podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the case study from CEO Wan Lin.Wan Lin: My Practice On Strategy ——–I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Lawds malarkey guv'nor, Blighty's popped its clogs. Americans have been hoovering up ‘UK doom' content ever since Elon Musk decided to push the grooming gangs scandal on X at the start of the year. On the inside, everyone understands the Notting Hill days are long gone. Only some have clocked that the Children of Men era is upon us.Now, with the banning of a viral ad for a crypto exchange describing the dismal state of the country, we're checking in on the dismal state of the country. Meanwhile, America is pushing India to cut its oil trade with Russia. Obviously, this will never have any bad second order consequences. Finally, having exposed their air defence nakedness in one wild weekend, the Iranians are in the market for a new system. And the news is they're going Ali Express. Can China succeed where their own engineers failed? Watch this underground bunker. You can get special paywalled premium episodes of Multipolarity every month on Patreon: https://patreon.com/multipolarity

In this episode of The Negotiation, we speak with Clementine Pippa Ebel, a cultural strategist and expert on China's rapidly growing outdoor sports market. Clementine works for KAILAS, one of China's top domestic outdoor gear brands, and brings unique insight into how Chinese consumers are embracing trail running, hiking, camping, and the broader Gorpcore lifestyle.We explore how outdoor culture is evolving across China—from elite ultra-marathon events to the growth of beginner-friendly running clubs in second- and third-tier cities. Clementine also explains what makes Chinese outdoor consumers unique, how Western brands can enter this space authentically, and the key regional nuances shaping demand.We also explore the impact of digital communities, livestreaming, and Xiaohongshu on shaping outdoor trends—and why this space represents one of the most exciting opportunities in China's consumer market today.Whether you're an outdoor brand eyeing expansion into China or simply curious about cultural shifts in the region, this is a must-listen conversation.Discussion Points:·       Clementine's journey from branding and cultural strategy to the world of outdoor sports in China·       The growth of trail running and ultramarathons across Chinese regions·       Why outdoor sports are resonating with young, urban Chinese consumers·       The role of KAILAS and other local brands in shaping the market·       Regional trends and the influence of nature tourism on demand·       How community-driven platforms like Xiaohongshu are fueling outdoor enthusiasm·       Gorpcore fashion: from function to street style in Chinese cities·       What Western outdoor brands need to know to localize effectively·       The intersection of sustainability, wellness, and outdoor consumerism·       Clementine's outlook on what's next in China's outdoor and adventure economy

How do you infuse startup agility into a $3B global commerce engine?On this episode of BRAVE COMMERCE, Rachel Tipograph and Sarah Hofstetter sit down with Andrew Lederman, VP of Global Digital Commerce at Mondelez, for a wide-ranging conversation on building at scale while moving with speed. From founding a startup acquired by Alibaba to transforming digital commerce at AB InBev and now Mondelez, Andrew shares how his entrepreneurial DNA shapes his leadership at one of the world's largest CPG companies.He opens up about balancing local autonomy with global vision, the value of taking big swings instead of "safe bunts," and navigating the signal vs. noise of today's crowded tech landscape. With deep candor and clarity, Andrew explains how consumer obsession—not competitor fixation—drives long-term growth, and why brave leadership often means placing smart bets on the future.Plus, hear his answer to our signature closing question—and why he says being a father tops his list of courageous moves.Key Takeaways:Lead with Empathy, Act with Clarity: To drive transformation in large organizations, meet teams where they are and align them with a shared vision of the future.Prioritize Consumer Needs Over Competitive Noise: Long-term growth comes from solving real consumer problems—not chasing what others are doing.Make Strategic Bets with Confidence: Balancing short-term impact with long-term vision requires bold decision-making and operational excellence.Whether you're scaling digital commerce or trying to future-proof your brand, this episode offers a grounded, strategic, and motivating listen. Hosted on Acast. See acast.com/privacy for more information.

This week Nick talks to Lionel Barber.Lionel Barber is a distinguished British journalist best known for his tenure as Editor of the Financial Times from 2005 to 2020, during which he spearheaded its transformation into a globally respected, digital-first news organisation. A graduate of St Edmund Hall, Oxford, he began his career at The Scotsman before moving to The Sunday Times and then joining the FT in 1985, where he held senior roles including Washington correspondent, Brussels bureau chief, news editor, and U.S. managing editor. As editor, he conducted landmark interviews with world leaders such as Barack Obama, Vladimir Putin, and Angela Merkel. Barber is the author of The Powerful and the Damned: Private Diaries in Turbulent Times and his latest book Gambling Man: The Wild Ride of Japan's Masayoshi Son, and has been recognised with honours including the Légion d'Honneur, the Stella d'Italia, and the Gerald Loeb Lifetime Achievement Award. He currently serves on several boards, lectures globally on media and geopolitics, and co-hosts the Media Confidential podcast with Alan Rusbridger. Nick and Lionel discuss, Lionel's journey from a newspaper-loving household in Leeds to leading one of the world's most influential publications. Inspired by his journalist father, Barber started his career at The Scotsman and quickly rose through the ranks, eventually serving as foreign correspondent in Washington and Brussels before becoming FT editor in 2005. He shares highlights from his tenure, including interviews with Vladimir Putin and Donald Trump, and his leadership during the paper's digital transformation. Barber also discusses his latest book, Gambling Man, a biography of Masayoshi Son, the Korean-Japanese entrepreneur behind SoftBank. The book charts Son's remarkable rise from growing up in a marginalised slum to building one of the world's largest investment funds. Barber portrays Son as both a visionary and a calculated risk-taker, whose bold investments in Yahoo, Alibaba, and ARM shaped modern tech finance. He also delves into Son's failures, such as the WeWork debacle, and his ability to bounce back with ambitious plans in AI and global innovation, while still regarded with suspicion by Japan's establishment.Lionel's book choice was:Present at the creation Dean AchesonLionel Music choice was:Piano Sonata No. 32 in C minor, Op. 111 by Ludwig van BeethovenFollow Lionel on his Substack and his podcast - Media Confidential.This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Indian Tech in Russian Drones? Ukraine has formally raised concerns with India and the EU after finding Indian-assembled components inside Shahed-136 drones—Iranian UCAVs now used extensively by Russian forces. Investigations revealed a bridge rectifier by Vishay and a signal chip by Aura Semiconductor, both allegedly made or assembled in India. Ukraine flagged the issue in diplomatic cables and even during EU sanctions envoy David O'Sullivan's visit to New Delhi. India's foreign ministry insists all dual-use exports comply with global norms, and no domestic laws were broken. Aura said it was “deeply disturbed” and suspects unauthorised third-party diversion via West Asia. The challenge? These are plug-and-play parts—nearly impossible to trace once exported. With drones reshaping warfare, India's electronics exports face new global scrutiny—raising a key question: how do you ensure compliance without stifling trade? Visa to America? Now Comes with a Price Tag In a move that's sparked global concern, the U.S. State Department will soon demand up to $15,000 as a refundable bond from business and tourist visa applicants from countries with high overstay rates or weak documentation systems. A leaked cable suggests most adults will be charged $10,000, while children may need to pay $5,000. The Treasury will hold the funds and refund them if travelers exit on time and via specified ports. The policy is part of the Trump administration's tougher immigration strategy, alongside new in-person interviews and tighter Diversity Visa Lottery norms. While Visa Waiver countries are exempt, millions elsewhere may now find U.S. travel financially out of reach. Trump Targets India Again—This Time Over Oil In a fiery Truth Social post, Donald Trump accused India of profiting from discounted Russian oil while ignoring the war in Ukraine. He threatened to “substantially raise” tariffs on Indian goods, just days after a fresh 25% duty was imposed. India responded swiftly, calling the claims “unjustified and unreasonable.” Officials clarified that India imports and refines oil—it doesn't resell crude. They also pointed to continued Western trade with Russia, including LNG, fertilizers, and nuclear fuel. Interestingly, Indian refiners are not backing off. In fact, they've recently booked Russian spot deals with $3-per-barrel discounts. At the same time, Indian companies are in talks with U.S. LPG suppliers—proving that while rhetoric may rise, trade ties are still complex. Alibaba's Final Goodbye to Paytm After a decade of investing, Alibaba has fully exited Paytm. Its affiliate, Antfin Netherlands, sold its remaining 5.84% stake in One97 Communications via a ₹3,803 crore block deal at a slight discount to market price. At its peak, Chinese investors held nearly 35% of Paytm's pre-IPO equity—a figure that sparked regulatory scrutiny. This final exit follows gradual offloading, including a 4% stake sold in May and a 10.3% transfer to Paytm CEO Vijay Shekhar Sharma in 2023. The exit comes as Paytm posts its first-ever quarterly profit—₹123 crore in Q1 FY26. With Chinese ownership concerns now behind it, regulatory hurdles may ease, especially around its pending payment aggregator license. Airtel Launches India's Own Sovereign Cloud Bharti Airtel has entered the sovereign cloud race, launching a telco-grade, India-hosted platform under its digital arm, Xtelify. The platform stores and processes sensitive data entirely within India—key for regulated sectors like banking and government. By bundling its network with the cloud, Airtel claims it can cut enterprise cloud costs by up to 40%. The offering is powered by its data center unit, Nxtra, and aims to rival global players like AWS, Microsoft, and Google. Learn more about your ad choices. Visit megaphone.fm/adchoices

Robots humanoïdes, voitures autonomes, IA générative et même lunettes de paiement par clignement d'œil... La Chine dévoile ses ambitions technologiques à l'occasion de la World Artificial Intelligence Conference (WAIC) à Shanghai. La journaliste chinoise Shanhui Zhang (China Global Television Network) nous présente les innovations de la WAIC et analyse les ambitions chinoises en matière de technologie.Les sujet abordés dans cet épisode :Une industrie en pleine effervescence : avec plus de 800 exposants, la World Artificial Intelligence Conference de Shanghai a présenté un panorama spectaculaire de la tech chinoise, des géants comme Alibaba, Huawei ou Baidu jusqu'aux industriels traditionnels comme Baosteel, qui se lancent dans la robotique.Les robots humanoïdes dans la vie quotidienne : démonstrations de robots capables de jouer avec les enfants, de réaliser des tâches dans l'industrie lourde ou encore d'assurer des fonctions éducatives et sociales.Des lunettes pour payer dans les magasin : à Hangzhou, Alibaba a dévoilé les lunettes « AI Quark » qui permettent de payer d'un simple mouvement d'œil via Alipay.Des taxis autonomes à l'assaut des villes chinoises : Baidu propose des taxis autonomes sans chauffeur à Pékin et Wuhan, pour des trajets deux fois moins chers qu'un taxi classique. Shanhui Zhang les a testés.Un enjeu stratégique mondial : derrière les démonstrations technologiques, une véritable volonté politique. La Chine promeut une gouvernance internationale de l'IA, évoquant des mécanismes communs pour la protection des données, la sécurité et l'inclusion.Un appel à la coopération internationale : Pékin présente un plan d'action global pour encadrer le développement de l'IA, tout en soulignant le rôle central que la Chine souhaite jouer dans ce nouveau paradigme.-----------

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. www.InsightGlobal.com/LearningLeader My Guest: Tim Ferriss is the author of five #1 New York Times bestsellers (including The 4-Hour Work Week, Tools of Titans, and Tribe of Mentors). His podcast, The Tim Ferriss Show, has been listened to more than a billion times. Tim was an early investor in Uber, Shopify, Twitter, Alibaba, and many others. He's the creator of a new card game called COYOTE. Decision making - How can I win even if I lose? He viewed angel investing like his personal MBA. Instead of paying for business school, he invested in companies and learned about business by working with actual businesses. He didn't expect to make money on those investments. That was just a bonus. Think, “How can I win even if I lose?” Tim won with those investments, regardless of whether he made money or not on them. Key Takeaways and Learnings: Parents Who Foster Curiosity – Tim's mother created a "books are always in budget" policy despite tight finances. Used remainder tables at bookstores to expose him to random, off-menu knowledge that sparked lifelong curiosity about unconventional topics. Curiosity-Driven Exploration – When Tim showed interest in marine biology, his mom found Frank Mundus (inspiration for Jaws character), arranged a meeting, and created low-cost adventures like crab fishing with chicken bones to fuel his interests. The Mask You Wear Becomes You – "Be very careful what you pretend to be" - spent years presenting as overly serious to be taken seriously, which created a recursive feedback loop. Now embraces more play and laughter to avoid burnout.  Fiction and Poetry as Life Teachers – Shifted from non-fiction purist to reading more fiction/poetry. Recommends "Ozymandias" as a monthly reminder that all achievements fade: "My name is Ozymandias, king of kings. Look on my works, ye mighty and despair. Nothing beside remains." Internal vs External Scorecards – Money and fame amplify whatever's underneath, like alcohol or power. "If you have certain insecurities or paranoia, all of those are going to be amplified. If you're generous, that's also gonna be the case." Effectiveness Over Efficiency – "Effectiveness is doing the right things, efficiency is doing things well, but doing something well does not make it important." Focus on choosing the right targets rather than optimizing everything. Strategic Slack in Systems – Moved away from filling every 10 minutes. Takes 10 minutes each morning with coffee to read fiction/poetry/meditate to prove "you do not have to front flip out of bed and land in a full sprint." How to Win Even If You Fail – Project selection framework: "How can I win even if I fail?" Focus on relationships built and skills acquired that transfer beyond the project if external metrics don't pan out. The COYOTE Game Philosophy – Created a card game to address the social isolation epidemic. "People don't have a shortage of productivity advice... It's taking some steam out of the system and actually enjoying what you have worked so hard for." Social Bonds as Foundation – "It's the relationships, stupid." Countries rated happiest fundamentally come down to social ties. In-person social interactions are down 70% in certain age groups over the last 10 years. Podcasting as Relationship Building – "My goal is not to have 100% of my audience like any episode... but I do want 10% of my audience to love each episode." The personal is the most universal. Fame's Hidden Costs – With the audience size of major cities comes proportional number of unstable people. "If you have a small village, you're gonna have one village idiot... "How many crazy people are there in New York City?" "Be suspicious of what you want."   Tim read me the poem by Ozymandias by Percy Bysshe Shelley "If more information were the answer, we'd all be billionaires with six-pack abs." Be a talent scout - You don't need a huge network. A+ players in one area know A+ players in others. Seek out people who are great at what they do, regardless of what they do. Study what makes them great at that thing. Then you'll probably meet other A+ players. Also, it's on us to strive to be an A+ player at what we do. Be so good at whatever your thing is that other A+ players want to meet you. Tim has been very good at that. Quotes: "Be very careful what you pretend to be... the mask you wear often becomes the person you are." "Be suspicious of what you want." (Rumi) "My name is Ozymandias, king of kings. Look on my works, ye mighty and despair. Nothing beside remains." "Effectiveness is doing the right things, efficiency is doing things well, but doing something well does not make it important." "How can I win even if I fail?" "The personal is the most universal." "It's the relationships, stupid." "If more information were the answer, then we'd all be billionaires with six-pack abs." "Follow your curiosity and obsessions with great rigor. Do that and I like your chances." "The superheroes you have in your mind are nearly all walking flaws who've maximized one or two strengths." "You don't need a huge network... the super A+ players tend to know other A+ players." Life Lessons: Cultivate Childhood Curiosity – Create "always yes" policies for learning and exploration. Use constraints (like remainder tables) to discover unexpected interests. Embrace Strategic Experimentation – View life as a series of 6-12-month projects with 2-4 week experiments. Design studies to get feedback, not just chase outcomes. Balance Seriousness with Play – Taking yourself too seriously leads to burnout. Build in recovery phases and "deloading" periods across all life areas. Choose Projects for Learning – Select opportunities based on relationships you'll build and skills you'll acquire, not just potential external rewards. Start With Personal Pain Points – Best opportunities often come from solving problems you personally understand deeply, then expanding adjacent. Build Safety Nets First – Like Arnold's real estate, before acting, create financial/emotional cushions that allow you to say no and wait for right opportunities. Quality Over Quantity in Relationships – Better to have deep connections with fewer people than surface-level networks with many. Morning Rituals Create Calm – Prove to your nervous system you don't have to be frantic by taking 10 minutes each morning for something peaceful. Scratch Your Own Itch – Whether in podcasting, investing, or any pursuit, follow genuine personal interest for sustainable energy and authentic results. Prepare for Success Taxes – Fame and wealth amplify existing traits. Address insecurities and develop strong boundaries before scaling. Value Present Experience – Focus on daily energy in/out rather than constantly deferring happiness to future achievements. Apply to be part of my next Learning Leader Circle. Time Stamps 00:38 Tim's Childhood and Parental Influence 01:15 Curiosity and Lifelong Learning 02:56 Marine Biology and Childhood Adventures 07:06 Influence of Mentors and Teaching Aspirations 08:45 Thoughts on Parenthood and Relationships 12:11 Balancing Seriousness and Humor 25:15 Effectiveness vs. Efficiency 30:50 Creating Slack and Self-Care 34:41 The Importance of Social Bonds and Play 41:07 Meeting a Game-Changing Partner 42:13 The Importance of Analog Social Interaction 42:55 Podcasting: A Platform for Deep Connections 43:30 The Evolution and Challenges of Podcasting 43:47 The Art of Interviewing 49:18 Navigating Fame and Public Exposure 01:04:26 The Philosophy of Risk and Experimentation 01:10:27 Spotting Talent and Following Curiosity 01:20:37 Closing Thoughts and Future Endeavors

Suscríbete al newsletter de OB: https://www.oportunidadesenbolsa.com/Muchos inversores soñaban con que Alibaba se iría a la luna.Ahora, tres años después de una fuerte corrección, muchos han tirado la toalla.En este episodio analizo el error más común que han cometido: dejar que el precio nuble su visión de largo plazo.Hablamos de psicología inversora, de paciencia, de cómo gestionar las narrativas cambiantes del mercado…Y al final, comparto mi valoración actual de Alibaba.

Preview: PRC technology: Author Andrew Collier, "China's Technology War: Why Beijing Took Down Its Tech Giants," reports the colorful speech by Alibaba's Jack Ma in 2020 that triggered the CCP. More. 1952

พอดแคสต์ EP นี้ จะมาชวนคุยเรื่องราวของสมรภูมิที่ดุเดือดที่สุดแห่งหนึ่งในโลกธุรกิจยุคใหม่ นั่นคือ “สงครามเดลิเวอรี่ในประเทศจีน” สงครามที่ไม่ได้สู้กันด้วยอาวุธ แต่สู้กันด้วยส่วนลด คูปอง และความเร็วในการจัดส่ง สงครามที่เดิมพันด้วยเงินหลายแสนล้านหยวน และที่สำคัญ…เป็นสงครามที่ดูเหมือนจะไม่มีใครเป็นผู้ชนะอย่างแท้จริง เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #สงครามเดลิเวอรี่ #สงครามราคา #เศรษฐกิจจีน #ธุรกิจจีน #Meituan #Alibaba #JDcom #Eleme #DeliveryWars #Involution #การตลาดดิจิทัล #กลยุทธ์ธุรกิจ #กรณีศึกษา #SME #ไรเดอร์ #ฟู้ดเดลิเวอรี่ #แอปส่งอาหาร #ข่าวรอบโลก #สาระน่ารู้ #ธุรกิจน่ารู้ #geekstory #geekforeverpodcast

This is a free preview of a paid episode. To hear more, visit sub.thursdai.newsWoohoo, we're almost done with July (my favorite month) and the Open Source AI decided to go out with some fireworks

A daily Chronicle of AI Innovations in July 29 2025Hello AI Unraveled Listeners,In today's AI Daily News,

Alibaba may be known for its massive scale — but at the heart of its U.S. strategy is something much more focused: empowering small businesses.In this episode of Retail Remix, host Nicole Silberstein sits down with Justin Liu, U.S. Country Manager at Alibaba.com, to explore how the global B2B marketplace is helping American entrepreneurs source more efficiently, build more resilient supply chains and take advantage of cross-border opportunities.With experience at Amazon, Meituan and streetwear marketplace Poizon, Justin brings a global lens to today's most pressing retail topics — from digital discovery to de-risking the sourcing process. Together, they discuss:How global supply chain disruption has changed brands' sourcing timelines and strategies;How Alibaba is evolving to better serve U.S. small businesses;The company's strategy for simplifying product discovery and vendor relationships; andThe role of trust, transparency and tech in the future of B2B ecommerce.RELATED LINKSExplore Alibaba.com's offerings for U.S. small businessesTry out Alibaba's new AI-powered sourcing platform Accio.com Read more about the Alibaba-Wix partnership on Retail TouchPointsLearn about Alibaba's efforts to support SMBs, including Olympic athletesListen to more episodes of Retail Remix

"China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwing capital at the problem. It was a different approach because the capital ecosystem in China itself is very different. People talk about proof of concept - you have to prove your concept first in China to get funding. For many startups, they weren't getting much funding before the DeepSeek moment. To your point, no one really knew it would have a strong ROI, so only the BATs that had money and understood the technology were backing it." - Grace Shao, Founder of AI Proem Newsletter Fresh out of the studio, Grace Shao, founder of AI Proem Newsletter and former CNBC and CGTN journalist, joins us to explore the rise of generative AI in China and how it's reshaping the global technology narrative. She began the story of her career journey and started with the conversation reflecting on how the DeepSeek moment revitalized China's internet sector after years of regulatory challenges and geopolitical tensions. Grace unpacks the pragmatic Chinese approach to AI development, explaining how companies like ByteDance, Alibaba, and Tencent are leveraging their unique ecosystems and data advantages while startups embrace open-weight models to prove innovation over imitation. She discusses why the "China versus US AI arms race" narrative misses the point, the strategic reasons behind companies relocating to avoid geopolitical sensitivities, and how distribution challenges are separating winners from losers in the consumer AI space. Addressing the broader implications, Grace explores the real opportunities in robotics, vertical AI applications, and why collaboration rather than competition should define the industry's future. Closing the conversation, she shares her vision for bridging cultural understanding between East and West and what success looks like for the next generation of AI development. Episode Highlights: [00:00] Quote of the Day by Grace Shao, Founder of AI Proem [01:21] Introduction: Grace Shao from AI Proem [04:29] China's tech moves incredibly fast. [08:09] China's generative AI landscape: BATs, Startups & Research Labs [09:23] Most AI startups have financial ties with Alibaba or Tencent [10:02] Chinese AI approach more pragmatic: commercialize quickly versus philosophical AGI pursuit [12:23] Alibaba's approach to LLMs with Qwen [15:00] Tencent's WeChat integration with DeepSeek vs Tencent Yuanbao [18:03] ByteDance pivots to multimodal LLM models [21:31] DeepSeek moment revitalized China's internet sector after rough 2022-2024 period [27:28] DeepSeek and Kimi embrace open-weight models for talent and adoption [29:46] Open sourcing as strategic decision for China LLMs [33:19] US capital pullout from China forced companies like Manus overseas to Singapore [37:17] Robotics in China: Unitree Robotics, UBTech and Galbot [42:05] Chinese startups focus on vertical integration rather than competing on LLMs [43:51] Healthcare and agricultural AI applications extremely advanced in China [44:13] This isn't an arms race; framing as competition misses the point [45:49] China and US should collaborate on AI safety and regulation for future generations [49:00] Closing Profile: Grace Shao, Founder of AI Proem Newsletter: https://aiproem.substack.com/ Personal Site: https://www.proemcommunications.com/aboutgraceshao LinkedIn: https://www.linkedin.com/in/gmzshao/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

We hebben er lang op moeten wachten, maar het is eindelijk zover: er ligt een deal tussen de VS en de EU. Wat begon als een golftripje van Donald Trump naar Schotland eindigde in top-overleg met Ursula von der Leyen. Samen vertelden ze met een glimlach wat de uitkomst van de onderhandelingen is. Maar of beleggers diezelfde glimlach moeten hebben, dat is nog maar de vraag. Want in het rijtje aan eisen en voorwaarden staan vooral voordelen voor de VS. Heeft Europa zichzelf gered van een doemscenario, of heeft het overhaast een deal willen bereiken? Die vraag beantwoorden we deze aflevering voor je. Dan hoor je ook uitgebreid wie er in de huidige deal de grote winnaars en verliezers zijn. En wat er in de komende maanden nog kan gaan veranderen. Daarnaast hebben we het ook over een andere mega-deal. Twee bedrijven die er slecht voorstaan bundelen de krachten, om allebei hun eigen concurrenten weer aan te kunnen. Tesla en Samsung gaan voor 16,5 miljard dollar met elkaar in zee. Tesla betaalt daarmee een groot deel van een investering in een nieuwe chipfabriek van Samsung terug. En Samsung belooft de volgende generatie AI-chips voor Tesla te maken. En we vertellen je over de foute inschatting van Heineken. Dat presenteert met trots de halfjaarcijfers, maar dondert naar beneden op de beurs. Beleggers maken zich zorgen om de dalende verkoopvolumes. Waarom heeft de topman die zorgen niet?See omnystudio.com/listener for privacy information.

This week's podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Interaction / engagement-focused product has three dimensions:Recommendations. This is passive consumption, not active searching. So that means machine learning-powered newsfeeds. Basically, just like TikTok and Instagram.Entertainment. That means features, games, and videos.Community. This is about tapping into group behavior. You want active communication and sharing between users. And on social networks. You also want livestreaming with friends. And, if possible, you want group buying.I think there are two archetypes for interaction-focused ecommerce.Type 1: Newsfeed based. That's TikTok. That's the sushi train restaurants. This is TikTok Shop is a good example of this. With lots of little purchases. Mostly based on whose videos you like to watch and what surprises show up in your feed.Type 2: Carnival based. That's early PDD. It's lots of games. Which is very different than TikTok Shop.Alibaba has three interesting use cases for ecommerce.The Power of Livestreaming in EcommerceImage-Based Search Changes the Way We Find ProductsConversational SearchPhoto by Hugh Han on Unsplash——--I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

And for our final Lang Fairy Tale of the week, we warmly recommend The Forty Thieves. It's a story that starts with two brothers, then becomes a spiral of theft, depression, chalk drawings, and cold blooded murder.Say what you like about Ali Baba, but Morgiana is the real hero here!If you are unfamiliar with the Lang Fairy Tales, these seminal collections were assembled between 1889 and 1913 by a married couple, folklorists and translators Nora and Andrew Lang, with most of the work done to compile them completed by Nora, also known as Leonora Blanche Alleyne.Assembled and published in 12 colour-coded "Fairy Books," the corpus the Langs put together included 798 fairy tales from across cultures, many of which had never before been translated into English.They were amongst the most influential books of their time, changing the course of children's literature - although they're hardly just for children, and often deal with quite challenging concepts.Today, purchasing a complete set of the Lang Fairy Books in good condition costs over £4,000 ($5,000+).Thankfully, the collections are all out of copyright, meaning that we can now tell these stories, in podcast form, many for the first time, and share them with a global audience, for free.Our plan is to release the stories between main series of Three Ravens, performing them straight (though with plenty of silly voices) letting the tales speak for themselves in all their madcap, sharp-edged, often quite bizarre glory.The only edits we have made are to amend some culturally-insensitive epithets, which typically pertain to ethnicity, with any such edits made by Eleanor Conlon.Three Ravens is an English Myth and Folklore podcast hosted by award-winning writers Martin Vaux and Eleanor Conlon.Released on Mondays, each weekly episode focuses on one of England's 39 historic counties, exploring the history, folklore and traditions of the area, from ghosts and mermaids to mythical monsters, half-forgotten heroes, bloody legends, and much, much more. Then, and most importantly, the pair take turns to tell a new version of an ancient story from that county - all before discussing what that tale might mean, where it might have come from, and the truths it reveals about England's hidden past...Bonus Episodes are released on Thursdays plus Local Legends episodes on Saturdays - interviews with acclaimed authors, folklorists, podcasters and historians with unique perspectives on that week's county.With a range of exclusive content on Patreon, too, including audio ghost tours, the Three Ravens Newsletter, and monthly Three Ravens Film Club episodes about folk horror films from across the decades, why not join us around the campfire and listen in?Learn more at www.threeravenspodcast.com, join our Patreon at www.patreon.com/threeravenspodcast, and find links to our social media channels here: https://linktr.ee/threeravenspodcastThree Ravens is a myth and folklore podcast hosted by Eleanor Conlon and Martin Vaux.In each Monday episode we explore a historic county, digging into heritage, folklore and traditions, then we tell a new version of a legend from that county. Bonus Episodes are released on Thursdays and Saturdays.Visit our website Join our Patreon Social media channels and sponsors Hosted on Acast. See acast.com/privacy for more information.

When DeepSeek, Alibaba, and other Chinese firms released their AI models, Western researchers quickly noticed they sidestepped questions critical of the Chinese Communist Party. U.S. officials later confirmed that these tools are engineered to reflect Beijing's talking points, raising concerns about censorship and bias. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hoy hablamos con Ignacio Espina, fundador de Splash Auto Care y ejemplo de que la edad no limita a nadie si hay disciplina y visión. Ignacio cuenta cómo pasó de lavar carros como hobby a tener contratos sólidos, empleados y un taller propio… ¡todo antes de los 23 años!Tocamos temas de negocios, errores, familia, mentalidad, mitos de detailing, cómo cerrar contratos (aunque no sepas nada al principio), el rol de TikTok y ChatGPT en su crecimiento, y mucho más.Este episodio es traído por ATH Business, la forma más fácil de cobrar y crecer tu negocio en Puerto Rico.Capítulos0:00 – Intro y cómo nace Splash Auto Care6:00 – De hobby a emprendimiento7:00 – El poder de las redes sociales9:00 – Monetización en podcast y negocios12:00 – Primeros negocios y errores15:00 – El logo, el slogan y el “salto sin saber”17:00 – “Si estás pela'o, busca qué vender”18:00 – Curiosidad: ¿cómo hacen dinero los negocios?19:00 – De hobby a que tu familia lo respete21:00 – Contratos, errores y aprendizajes24:00 – Cómo educarse en el detailing y el rol de TikTok/ChatGPT30:00 – Comprar directo a China, Alibaba y personalización34:00 – Carros caros, clientes tacaños y precios en PR39:00 – JuanVi a los 22 años, diferencias generacionales41:00 – El poder de rodearte bien y el apoyo familiar46:00 – Frases y lecciones para emprendedores49:00 – Mitos y verdades del carwash53:00 – Clientes, historias locas y aprender a decir que no1:00:00 – La expansión y cómo negociar sin regalar tu trabajo1:05:00 – Cierre: contactos, redes y despedidaEscúchalo completo, dale like y comparte para que más jóvenes se inspiren a montar su negocio.Invitado: @splashautocare_prHost: Juan del Campo | @juandelcampo_

In the investing universe, where long/short hedge funds are fewer and passive has reigned supreme, Orgueil Capital was established in February 2024 as an investment fund with an aspiration to quintuple investment capital over the next 8-9 years!  Founder Stephen Roberts, previously of Horseman Capital, explains why he came out of retirement to run a return-seeking, concentrated, thematic fund (with his family as a cornerstone investor).   He explains how they use a mix of thematic and fundamental research, helped by a macro-overlay to identify a range of opportunities.  Stephen covers why, at the time of recording, they're long on Chinese technology companies like Alibaba and UK house builders, but short on European car manufacturers.    Whilst he recognises that long/short is not an approach for everyone, he contends it is suitable for a slice of an investor's allocation.  Stephen's conviction about the available opportunity set and willingness to back his convictions emphatically means his approach is more reminiscent of many of the hedge funds that were once a much larger part of the investing world. Recorded on 9th June 2025.   Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Stephen & Team RETRACTION: In the introduction (00:50) Simon states that Orgueil Capital aims to "...quintuple capital through returns over 5-7 years." In fact, Orgueil Capital hopes to quintuple capital over the next 8-9 years. For more information on this, please visit their website. DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

De pogingen van het Witte Huis om te voorkomen dat Nvidia's B200 chips in China belanden, lijken een nogal grote mislukking. In een paar maanden tijd werd er in China voor zeker 1 miljard dollar verkocht. Daar blijkt een enorme zwarte markt te zijn ontstaan. Een grote spil in die markt is een bedrijf genaamd 'Gate of the Era'. Dat distribueert niet alleen de chips, maar verkoopt ze zelfs in kant-en-klare serverracks. Voor een kleine half miljoen dollar kunnen AI-bedrijven daar een serverkast met acht B200's kopen. Hoe de chips in China terecht komen, blijft een raadsel. Foto's die de FT heeft ingezien suggereren dat de geassembleerde servers van onder andere SuperMicro komen, een Amerikaans assemblage-bedrijf. Maar dat ontkent er zelf mee te maken te hebben. Ook wie uiteindelijk de servers koopt is onduidelijk. Al heeft Gate of the Era ruim honderd zakenpartners, waaronder ook cloudbedrijven zoals Alibaba, ByteDance en Baidu. Maar ook zij ontkennen met de zwarte markt te maken te hebben. See omnystudio.com/listener for privacy information.

Our 217th episode with a summary and discussion of last week's big AI news! Recorded on 07/17/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: **OpenAI's new ChatGPT agent**: The episode begins with a detailed discussion on OpenAI's latest ChatGPT agent, which can control entire computers and perform a wide range of tasks, showcasing powerful performance benchmarks and potential applications in business and research. **Major business moves in the AI space**: Significant shifts include Google's acquisition of Windsurf's top talent after OpenAI's deal fell through, Cognition's acquisition of Windsurf, and several notable hires by Meta from OpenAI and Apple, highlighting intense competition in the AI industry. **AI's ethical and societal impacts**: The hosts discuss serious concerns like the rise of non-consensual explicit AI-generated images, ICE's use of facial recognition for large databases, and regulations aimed at controlling AI's potential misuse. **Video game actors strike ends**: The episode concludes with news that SAG-AFTRA's year-long strike for video game voice actors has ended after reaching an agreement on AI rights and wage increases, reflecting the broader impact of AI on the job market. Timestamps + Links: (00:00:10) Intro / Banter (00:02:49) News Preview Tools & Apps (00:03:29) OpenAI's new ChatGPT Agent can control an entire computer and do tasks for you (00:07:11) Alibaba-backed Moonshot releases new Kimi AI model that beats ChatGPT, Claude in coding — and it costs less (00:09:36) Amazon targets vibe-coding chaos with new 'Kiro' AI software development tool – GeekWire (00:12:33) Anthropic tightens usage limits for Claude Code – without telling users (00:15:51) Mistral's Le Chat chatbot gets a productivity push with new ‘deep research' mode | TechCrunch (00:17:46) I spent 24 hours flirting with Elon Musk's AI girlfriend (00:21:32) Uber is close to completing its quest to become the ultimate robotaxi app | The Verge Applications & Business (00:24:02) OpenAI's Windsurf deal is off — and Windsurf's CEO is going to Google | The Verge (00:28:09) Cognition, maker of the AI coding agent Devin, acquires Windsurf | TechCrunch (00:28:46) Anthropic hired back two of its employees — just two weeks after they left for a competitor. | The Verge (00:28:46) Another High-Profile OpenAI Researcher Departs for Meta | WIRED (00:28:46) Meta Hires Two Key Apple (AAPL) AI Experts After Poaching Their Boss - Bloomberg (00:31:31) Mira Murati's Thinking Machines Lab is worth $12B in seed round | TechCrunch (00:33:20) Lovable becomes a unicorn with $200M Series A just 8 months after launch | TechCrunch (00:34:55) SpaceX commits $2 billion to xAI as Musk steps up AI ambitions: Report | World News - Business Standard Research & Advancements (00:35:59) A former OpenAI engineer describes what it's really like to work there | TechCrunch (00:38:23) Reasoning or Memorization? Unreliable Results of Reinforcement Learning Due to Data Contamination Policy & Safety (00:42:14) Anthropic, Google, OpenAI, xAI granted up to $200 million from DoD (00:43:08) California State Senator Scott Wiener Pushes Bill to Regulate AI Companies - Bloomberg (00:43:58) AI 'Nudify' Websites Are Raking in Millions of Dollars | WIRED (00:45:55) Inside ICE's Supercharged Facial Recognition App of 200 Million Images Synthetic Media & Art (00:48:47) Video game actors' strike officially ends after AI deal

In this episode, Charlie, co-founder of Bitlayer, shares how they are building a Bitcoin rollup and trust-minimized BVM bridge to unlock BTC liquidity for DeFi while maintaining Bitcoin-level security.Backed by Franklin Templeton and top mining pools like F2Pool, Bitlayer is enabling yield-bearing BTC (YBTC), partnerships with Sui and Solana, and preparing for the launch of its BTR governance token.If you're curious about Bitcoin's future beyond payments — from miner incentives to cross-chain DeFi — this episode is for you.Key Timestamps[00:00:00] Introduction: Sam introduces Charlie and Bitlayer's mission. [00:01:00] Charlie's Web3 story: From early Bitcoin and Ethereum to Polygon and Polkadot. [00:03:30] Why Bitcoin DeFi: Recognizing the need for scaling and security. [00:05:00] Bitlayer's mission: Building a BVM rollup and bridge for DeFi on Bitcoin. [00:07:00] Achieving Bitcoin DeFi: Unlocking BTC liquidity via a trust-minimized bridge. [00:09:00] Bridging innovation: How BVM improves on multisig and wrapped BTC. [00:11:00] Bitlayer vs sidechains: Why Bitcoin rollups are different. [00:14:00] Team strength: Engineering talent from Polygon, Celestia, and Alibaba. [00:15:00] Metrics: TVL milestones, daily transactions, and wallet growth. [00:18:00] Developer & user growth: Strategies to onboard devs and create retention. [00:20:00] Branding: F1-style “Bitcoin engine” culture.[00:21:00] Decentralization focus: Ensuring Bitcoin-level security. [00:23:00] Partnerships: Collaborations with Sui and upcoming Solana integrations. [00:25:00] Future vision: Bitcoin DeFi in 2 years — retail + institutional products. [00:26:30] Institutional adoption: Working with ETF issuers like Franklin Templeton. [00:28:00] The BTR token: Governance launch and upcoming campaigns. [00:30:00] Closing thoughts: Miner incentives and the next decade of Bitcoin utility.Connecthttps://www.bitlayer.org/https://x.com/BitlayerLabshttps://www.linkedin.com/in/charlieyechuanhu/https://x.com/CharlieHusatsDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Summary del Show: • Wall Street arranca al alza tras un acuerdo comercial de $550B con Japón y la calma antes del 1 de agosto. • Trump lanza el “AI Action Plan” con incentivos para centros de datos y liderazgo global en IA. • Alibaba lanza Qwen3-Coder, un modelo de código abierto que rivaliza con GPT-4. • PayPal lanza PayPal World, conectando billeteras de Asia, América Latina y EE.UU. para pagos globales.

In Part 2 of our interview with EIU economist Tianchen Xu, we turn our focus to the Chinese consumer. Is spending recovering? What's happening in the housing market? And are the big headline sales events like 618 masking deeper issues in consumer confidence?Tianchen walks us through the mixed signals emerging from China's domestic economy, from retail sales rebounds to the drag of the property sector. He also explains the broader social and psychological drivers behind current consumption behavior and what he expects for the rest of the year.Discussion Points:The rebound in retail sales and why it may not reflect deep consumer confidenceHow the housing slowdown continues to weigh on economic psychologyThe role of savings, youth unemployment, and pandemic aftershocksLocal government infrastructure spending vs. private consumption as growth driversWhy we shouldn't expect a “bazooka” of stimulus—and what slow, steady support may look like

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：China's ecommerce giants battle for instant delivery crown JD.com and Alibaba are luring shoppers with discounts in a push to grab market share from rival Meituan 正文：Chinese ecommerce giants JD.com and Alibaba have ignited a battle for the country's fast growing instant retail market, luring shoppers with huge discounts in a push to grab market share amid weak consumer spending. The two groups have launched rapid delivery offerings in recent months, supplying food and consumer staples within 30 minutes via their fleet of drivers. That has intensified competition in a sector that has largely been dominated by Beijing-based Meituan for the past few years. 知识点：staples /ˈsteɪplz/，n. things that are basic and necessary in life, especially food.（主食；必需品） • Rice and wheat are staples in many people s diets.大米和小麦是许多人的主食。 • Office staples like paper and pens are always in demand.纸和笔等办公室必需品需求一直很大。 获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！ 【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

Nvidia founder and CEO Jensen Huang expressed resounding confidence in China's technological development during a wide-ranging interview with China Daily in Beijing on Wednesday, highlighting the nation's distinctive advantages in artificial intelligence, advanced manufacturing and electric vehicle innovation. 周三，英伟达创始人兼首席执行官黄仁勋在北京接受《中国日报》的广泛采访时，对中国的科技发展表达了坚定信心，强调了中国在人工智能、高端制造和电动汽车创新领域的独特优势。Huang emphasized China's "unique strengths" driving technological advancement — world-class AI capabilities demonstrated by breakthroughs like DeepSeek's open-source reasoning model; exceptional expertise in mechatronics and electromechanical systems; and a massive manufacturing ecosystem enabling rapid robotics deployment. 黄仁勋强调，中国拥有推动技术进步的 “独特优势”：深度求索（DeepSeek）的开源推理模型等突破展现出世界级的人工智能能力；在机电一体化和机电系统方面拥有卓越专长；以及庞大的制造生态系统，能够实现机器人的快速部署。 These conditions are uniquely concentrated in China, making me incredibly optimistic about its robotics development trajectory. Nvidia has been coming to China for 30 years and China is the second-largest technology market in the world and it is also growing very quickly. So this is a very important market there's a lot of very dynamic and innovative customers. In China, we have very challenging, dynamic and very innovative customers and we want to be able to serve them and I will continue to do that," Huang said. 黄仁勋表示：“这些条件在中国独特地集中在一起，让我对中国机器人产业的发展轨迹感到无比乐观。英伟达进入中国已有 30 年，中国是全球第二大科技市场，且增长非常迅速。因此，这是一个极为重要的市场，有许多充满活力和创新精神的客户。在中国，我们面对的是极具挑战性、充满活力且极具创新力的客户，我们希望能够为他们提供服务，并将继续这样做。” The comments came as the senior executive paid his third visit to China this year, highlighting the importance of the Chinese market to Nvidia, which has become the first company in the world with a market cap of $4 trillion. Huang also attended the opening ceremony of the third China International Supply Chain Expo on Wednesday. 这番言论发表之际，这位高管正进行今年第三次中国之行，凸显了中国市场对英伟达的重要性 —— 英伟达已成为全球首家市值达 4 万亿美元的公司。黄仁勋周三还出席了第三届中国国际供应链博览会的开幕式。 "The electric vehicles in China are probably, in the last five years, the most surprising to the world in terms of the advancement. On purely technical styling, you know, objective basis, the cars are absolutely great," Huang said. 黄仁勋说：“过去五年，中国的电动汽车在技术进步方面可能是最令世界惊讶的。纯粹从技术设计来看，客观地说，这些汽车非常出色。” In a candid remark referencing the unavailability of Chinese EVs such as Xiaomi's cars in the US market, Huang said "That's our misfortune, not yours." 在谈及小米等中国电动汽车无法进入美国市场时，黄仁勋直言：“这是我们的不幸，而非你们的。” When addressing competition with Huawei in AI chips, Huang recognized the Shenzhen, Guangdong province-based firm as "a formidable technology company" with deep excellence in semiconductors and networking infrastructure. 在谈及与华为在人工智能芯片领域的竞争时，黄仁勋认可这家总部位于广东深圳的公司是 “一家令人敬畏的科技企业”，在半导体和网络基础设施方面拥有深厚的卓越实力。 Analyzing China's broader AI landscape, Huang outlined a three-tier ecosystem driving progress — foundational infrastructure including chips and systems; rapidly evolving AI models such as Alibaba's Qwen and Moonshot's Kimi; and hyper-competitive application development. 在分析中国整体人工智能格局时，黄仁勋概述了推动发展的三层生态系统：包括芯片和系统在内的基础架构；快速发展的人工智能模型（如阿里巴巴的通义千问和 moonshot AI 的 kimi）；以及竞争激烈的应用开发。 On Tuesday, Nvidia said it will resume sales of H20 chips to China, and it also announced a new, fully compliant GPU, or graphics processing unit, for the Chinese market. 周二，英伟达表示将恢复向中国销售 H20 芯片，并宣布为中国市场推出一款全新的、完全合规的图形处理器（GPU）。 Nvidia is filing applications to sell the H20 GPU to China again as the US government has assured the company that licenses will be granted, and that Nvidia hopes to start deliveries soon. 英伟达正提交向中国再次销售 H20 GPU 的申请，美国政府已向该公司保证会授予许可，英伟达希望能尽快开始供货。 Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, a telecom industry association, said the resumption of H20 chip sales was good news for both Nvidia and Chinese companies that seek to purchase such products. 电信行业协会 —— 中关村现代信息消费应用产业技术联盟理事长项立刚表示，恢复 H20 芯片销售对英伟达和有意购买此类产品的中国企业来说都是好消息。 "This is a win-win result," Xiang said, adding that China is the world's largest semiconductor market that companies ignore at their peril. 项立刚称：“这是一个双赢的结果。” 他还表示，中国是全球最大的半导体市场，企业忽视这一市场将自担风险。 The Chinese mainland consumes more than half of the world's semiconductors, which are then assembled into tech products and reexported or sold in the domestic market, said research firm Daxue Consulting. 调研公司大同学术咨询表示，中国内地消耗了全球一半以上的半导体，这些半导体经组装成科技产品后，或再出口，或在国内市场销售。 savvy /ˈsævi/ 智慧，见识 resounding /rɪˈzaʊndɪŋ/ 坚定的，强烈的 formidable /ˈfɔːmɪdəbl/ 令人敬畏的，难对付的 compliant /kəmˈplaɪənt/ 合规的，符合规定的

Plus: Nvidia's CEO praises China's technology after Trump allows the chip-maker to resume selling its chips to China. Alibaba-backed Chinese AI startup files for Hong Kong IPO. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Blackrock und seine 12-Billionen, gemischte Bilanzen bei US-Banken und einen Stimmungsdämpfer in der Kryptowoche. Außerdem geht es um Alibaba, Baidu, Alcoa, ASML, TSMC, Uber, iShares Core MSCI World, Citigroup, Wells Fargo, DWS, State Streets, JP Morgan, Goldman Sachs Asset Management, Amundi, Robinhood, Coinbase, Circle, DocMorris, Redcare Pharmacy, DroneShield, AeroRed Cat Holdings, MP Materials, Perpetua Resources, Freeport McMoRan, NexGen Energy, NuScale, Oklo, Siemens Energy, RocketLab, Eutelsat, Avio. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Mehr Infos zum Private-Equity-Angebot von Scalable Capital: https://de.scalable.capital/private-equity Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. BlackRock & Wells Fargo leiden unter reichen Kunden + wenig Zinsen. NVIDIA, AMD, Tencent, Baidu & Alibaba profitieren von TACO. MP Materials profitiert von Apple. Trade Desk goes S&P 500. FTSE 100 & Citigroup haben Rekorde. JPMorgan hat gute Banker. Deutsche Autobauer haben's schwer. Daimler Truck (WKN: DTR0CK) will den Börsenwert verdoppeln. Asien soll's richten. Alphabet (WKN: A14Y6H) wird an der Börse wie der große KI-Verlierer gehandelt. Ist vielleicht das Gegenteil der Fall? Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Beachten Sie die spezifischen Produktinformationen. Diesen Podcast vom 16.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

This week's reading was A Thousand and One Nights, also known as The Arabian Nights. The backstory (very, very briefly) was that a king, upon finding his queen to be unfaithful, executed her, and declared himself done with women, sort of. Every night, a new woman was brought to be his queen. Every morning he had his vizier execute the poor unfortunate girl. One day the vizier's own daughter Scheherazade asked to be married to the king. After many days of begging, the vizier finally gave in to the girl's request.Once in the king's bedchamber, her sister (it's kind of complicated) asked for a story. Scheherazade spun a tale but ended it at a cliffhanger. The king, wanting to hear the end of the story, decided to let her live and bring her back for a second night. With stories that included Sinbad, Ali Baba and Aladdin, Scheherazade lived a thousand and one (and more) nights.The actual stories are collected from around the 8th century until the 13th, from Persia and India predominantly. They were translated into English around the 17th century. I'd imagine that the exotic stories captivated European audiences!For me, the experience of reading the stories was similar to reading Grimm's Fairy Tales. The stories are fun, and very interesting—I loved some of them, especially the seven voyages of Sinbad. But when I say they didn't leave a mark, I just don't think I'll take a lot from this week's reading. I didn't find any of them to demonstrate particular lessons, to teach virtues or make some kind of grand statement about the human condition. They were really fun, and I will definitely keep this book around because it is terrific bedtime reading. That's not a terrible thing to say about a book.A year ago I read the wonderful Everything Sad is Untrue by Daniel Nayeri, about a little Iranian boy who emigrates to Oklahoma with his mom and brother. There are vignettes in which the author directly references these stories, related as a way for him to hold onto his Persian heritage. I do think I'll go back and reread that one, just because I really loved it and would like to be able to know it a little better. Now that I've read Arabian Nights, that should be easy.LINKDaniel Nayeri, author of Everything Sad is UntrueTed Gioia/The Honest Broker's 12-Month Immersive Humanities Course (paywalled!)My Amazon Book List (NOT an affiliate link)CONNECTTo read more of my writing, visit my Substack - https://www.cheryldrury.substack.com.Follow me on Instagram - https://www.instagram.com/cldrury/ LISTENSpotify - https://open.spotify.com/show/5GpySInw1e8IqNQvXow7Lv?si=9ebd5508daa245bdApple Podcasts - https://podcasts.apple.com/us/podcast/crack-the-book/id1749793321 Captivate - https://crackthebook.captivate.fm

In Part 1 of our conversation with Tianchen Xu, Senior Economist at The Economist Intelligence Unit, we dig into China's macro performance in the first half of 2025—and what the future may hold. Tianchen analyzes Q1's headline 5.4% growth, discusses why the London trade truce between the US and China matters, and highlights what Western media narratives often miss when reporting on China's economy.We also explore how resilient China's economy really is in the face of renewed US tariffs, whether the truce will hold, and how all of this impacts international brands and investor sentiment. For anyone navigating China's economic landscape in 2025, this episode offers a level-headed, data-driven perspective.Discussion Points:Why Q1 2025's 5.4% GDP growth may be more complicated than it looksThe London US-China tariff agreement: what it covers and what could unravelHow China's supply chain reconfiguration may insulate it from future tariff shocksWhat Western media gets wrong about China's macro fundamentalsThe role of state-led investment and policy buffers in maintaining growth momentum

Bitcoin rose to a new high on Wednesday, rising above above $112,000 after failing to break through the $110,000 level several times in recent days.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:14 Sponsor: Tangem00:37 $112K!!01:25 $133K by September?02:36 Trump x NVDIA x Crypto02:55 CLIP - Tom Lee: NVIDIA is scarce03:50 CNBC:  Goldman changing S&P end of year prediction05:20 ETFs flying06:20 BTC treasury companies05:50 Cathie Wood: Biggest surprise08:00 Tom Lee: Eth not Sol09:38 Robinhood: ETH & SOL staking10:22 Alibaba x Circle11:20 Fear and greed + Alt season12:05 Sidelined FOMO12:35 Regulation updates13:02 Bitcoin Chart + others14:30 Outro#Bitcoin #Crypto #Ethereum~Bitcoin New All-Time High!!

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This week's podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My summary of the Alibaba Management Playbook:Diagnose the problem:What is the chief complaint?Stagnant growth? Low NPS?What is the differential diagnosis?1-Re-clarify and re-focus customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Launch 2-3 key strategic initiatives to increase refocused customer value.3-Improve production. Fix the big pain points of customers, staff, suppliers, etc. Requires data-driven decision making and iteration.4-Change the org structure, talent and culture. Improve production relations.Increased communication and coordination.5-Have early wins (small phased victories). Important to test the strategy and get data. And to re-enforce culture and org changes.6-Agile tactics and speed are key.You win chess with 2x the moves.Tactical brilliance and guerrilla execution.7-Build a powerful biz model or operating flywheel. Maybe access multi-growth curves.Measure OutcomesFinancial and operationalStrategic——-- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Here's a taster of our new Premium-only story. To hear it in full, please join our Premium Subscription service. Become a PREMIUM SubscriberYou can now enjoy Animal Tales by becoming a Premium Subscriber. This gets you:All episodes in our catalogue advert freeBonus Premium-only episodes (every Friday) which will never be used on the main podcastWe guarantee to use one of your animal suggestions in a storyYou can sign up through Apple Podcasts or through Supercast and there are both monthly and yearly plans available. You can find more Animal Tales at https://www.spreaker.com/show/animal-tales-the-kids-story-podcast

In der heutigen Folge sprechen die Finanzjournalisten Christoph Kapalschinski und Holger Zschäpitz über Teslas gemischte Aussichten, ein Zoll-Deal für Vietnam und ein Vehikel, mit dem Ihr SpaceX-Anteile erwerbt. Außerdem geht es um Scottish Mortgage Investment Trust, Constellation Brands, Tesla, BMW, Mercedes, Volkswagen, Porsche AG, Vestas Nordex, SMA, Nike, GAP, Lululemon, Alibaba, Samsung, LG, SK, Lotte, SK Hynix, Doosan Enerbility, Hanwha Aerospace, Samsung Electronics, Hyundai, LG Energy Solution, LG Chem, Lotte Chemical, Xtrackers MSCI Korea ETF (WKN: DBX1K2) und Robinhood. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Fabrice Grinda is the co-founder and managing partner of FJ Labs, a venture capital firm that has invested in over 1,200 startups with more than 350 exits, including early investments in Alibaba, Flexport, and Delivery Hero. He previously built and sold three companies as CEO: Aucland (one of Europe's largest auction sites), Zingy (mobile media startup sold for $80M), and OLX (global classifieds platform operating in 90+ countries with 150M+ monthly users, acquired by Naspers).In this episode of World of DaaS, Fabrice and Auren discuss:Curiosity-driven investing and founder assessmentDiversified portfolios vs concentrated strategiesSecondary sales and exit strategiesAI tools transforming investment researchLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Fabrice Grinda on X at @fabricegrinda.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

In this episode, we talk with Alibaba's US GM about powerful new AI tools, fast domestic sourcing, and how you can become a US-based supplier on Alibaba to reach global buyers.   ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos   Join us as we sit down with Justin Liu, the General Manager for Alibaba.com in North America, to uncover some exciting new AI features on the Alibaba platform. Justin shares his journey from growing up in China and studying at Georgetown University to his experiences at Amazon, where he gained valuable insights into the needs of sellers. Now at Alibaba, he focuses on helping North American suppliers set up storefronts and list products to access a global network of retailers and distributors. This conversation highlights how Alibaba is not just a sourcing hub but a gateway for North American manufacturers to reach international markets, addressing common misconceptions about its services.   In another segment, we explore the challenges of managing tariffs and supply chain risks for sellers expanding their businesses on platforms like TikTok Shop. With Alibaba's vast network of suppliers from various regions, sellers can confidently navigate international trade. We emphasize the importance of risk management tools, such as Alibaba's trade assurance program, which safeguards transactions. Additionally, we introduce Accio, the world's first AI-supported sourcing platform that transforms product discovery through a conversational interface similar to ChatGPT. By integrating with B2B platforms like Alibaba, Accio is setting itself apart as an adaptive resource for sellers worldwide. Listen in as we unpack these strategies and tools that empower sellers to grow their E-commerce businesses.   In episode 678 of the Serious Sellers Podcast, Bradley and Justin discuss: 00:00 - Alibaba's AI Features and Supplier Opportunities 03:39 - Alibaba's Expansion in North America 06:36 - Changing Landscape of E-Commerce Market 13:08 - Account Managers and TikTok Shop Services 13:59 - Managing Tariffs and Supply Chain Risks 18:48 - Managing Risks in Global E-Commerce Sourcing 23:24 - AI-Supported Sourcing Platform for Sellers 23:46 - AI-Based Sourcing Tool

This week's podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the Amap case study.My summary of the Alibaba Management Playbook:Diagnose the problem: Stagnant growth? Negative NPS? Low engagement?1-Unwavering focus on customer value. Re-clarify customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data (Amap)?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Fix the Big Pain Points. Requires Data-Driven Decision Making and Iteration.3-Do cultural change and increased communication and coordination.4-Agile teams and tactics are key. Tactical brilliance and guerrilla execution.5-Have early wins.6-Build a powerful biz model or operating flywheel.--------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Imran Khan is the Founder at Proem Asset Management. In this episode we explore the arc of his remarkable career—from his early days as one of Wall Street's top-ranked analysts to leading global IPOs and eventually launching his own hedge fund.  We discuss: - Why gross margins are a critical indicator of fundamental shifts in a business - How he met Joe Tsai and helped lead Alibaba's record-setting IPO - The vision Evan Spiegel had that made Snap a generational product - His criteria for identifying high-quality public companies and warning signs to avoid - How private market hype has skewed investor incentives—and why that might be changing Links: Proem Asset Management - https://www.proemasset.com/ Imran on LinkedIn - https://www.linkedin.com/in/dotkhan/ Imran on X - https://x.com/dottkhan Support our Sponsors: Ramp: https://ramp.com/fort Vesto: https://www.vesto.com/fort BetterPitch: https://bit.ly/42d9L0I Topics: (00:00:00) - Intro (00:03:17) - Becoming a great research analyst (00:06:44) - The difficulty in controlling gross margins (00:08:25) - How to research companies to invest in (00:12:53) - Are there similarities today in technology to the 2001 tech bubble? (00:17:11) - The state of AI investing (00:20:04) - The America/China AI race (00:23:26) - Imran's experience with Alibaba (00:26:26) - The state of China's inevitability (00:31:11) - Imran's experience working at Snap (00:39:09) - Leaving Snap (00:40:26) - Imran's fund structure (00:43:00) - Being drawn to bias (00:45:05) - Mercenaries vs. missionaries (00:47:07) - The market likes to fool the greatest number of people (00:50:18) - The pendulum of private and public market investing Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO

Today, we have an exciting guest on the podcast - Rah Mahtani from Alibaba.com. We dive into the impact of tariffs on Alibaba's business, the shifts in sourcing behavior among American importers, and the biggest emerging countries in manufacturing that might be worth considering in the future. Struggling with tariffs? Unsure about upcoming changes? Let's talk! With Portless, you only pay tariffs after your customers pay you – so your cash always moves faster than your costs. Schedule a risk assessment and leverage tariff deferment today. All new customers get $1,000 to reinvest in their business. For today's episode, we have a special guest.  We have the Head of Commercial Strategy of Alibaba, Rah Mahtani.  We talk about tariffs, other countries that are seeing rising demand and what Alibaba is currently focused on to grow their portfolio of manufacturers. This episode is one not to miss!   The Big Takeaway Tariffs create cash flow challenges for businesses. Alibaba saw a surge in new customers during high tariff periods. Sourcing behavior is shifting towards larger orders and long-term planning. Vietnam and Mexico are emerging as key sourcing countries. Alibaba is committed to increasing supplier diversity. Community engagement is a priority for Alibaba. Alibaba offers various services beyond sourcing, including logistics support. The company is focused on educating suppliers in emerging markets. There is a growing demand for nearshoring and offshoring. Alibaba's headquarters in Hangzhou is open for tours. Timestamps 00:00 - Introduction to today's guest 05:02 - Impact of Tariffs on Alibaba's Business 09:49 - Shifts in Sourcing Behavior 15:03 - Emerging Markets and Supplier Diversity 19:57 - Community Engagement and Alibaba's Services As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested.  Don't forget to leave us a review on iTunes if you enjoy our content.   Thanks for listening! Until next time, happy selling!

In this episode of Rethink Retail, recorded live from Shoptalk Europe in Barcelona, Nick Harbaugh sits down with Julia Xu, CEO and Founder of not one, but two trailblazing companies: Wayo, an AI-powered product sourcing platform, and Multitasky, a bold lifestyle brand making waves in traditional retail.

Join us for an exciting episode of The Edge of Show, live from Toronto Consensus 2025! First, we hear from Carson Farmer, head of research at Recall Labs, who shares insights on the evolution of AI agents and the importance of data sovereignty. Next, we welcome Elena Sinelnikova and Natalia Ameline from Metis Foundation, who share Discover how Metis is empowering individuals to create AI that reflects their values and the innovative Data Anchoring Tokens (DATs) that will revolutionize data ownership.Finally, we catch up with Trevor Koverko, co-founder of Sapien, who discusses their partnership with Alibaba and the future of human-driven data input in the AI landscape. Don't miss this engaging conversation filled with insights on the future of technology, data, and the role of humans in the AI economy!Support us through our Sponsors! ☕

Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stories of venture capital. Larry started G Squared with nothing, dialling for dollars having personally invested in Twitter and Uber. In his first fund, Larry made sizable bets into SpaceX, Palantir, Alibaba and Twitter. Larry has also had mega losses along the way (discussed in the show) in Getir, 23andme and more. Today, Larry manages over $5BN and has invested in all the best from Wiz to Spotify to Revolut and Anthropic.  Agenda: 00:00 – From Broke to Billion-Dollar Bets 03:40 – The $800M Coursera Windfall 06:10 – Lyft Made Millions, Uber Lost $50M 09:05 – “We Fcked Up”: The Billion-Dollar Vintage 11:50 – How a $150M Spotify Bet Made a Billion 15:10 – The Gut Call That Dodged Theranos 18:00 – Vampires vs Zombies: The Coming Startup Purge 20:30 – When Success Almost Killed the Firm 24:20 – DPI Is King, MOIC Is Bullsht 27:40 – Why I'd Buy Anthropic at $61BN Today 30:05 – Losing $70M on 23andMe 32:10 – The Janitor of Venture Capital 34:00 – The Getir Deal That Nearly Broke Me 36:25 – Does Money Actually Make You Happy? 39:00 – What Cal Ripken Jr. Taught Me About Venture