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2026.02.11 09:02

Attention is king. After the Spring Festival Gala, China's entire AI environment will be soaked in ByteDance's foul-smelling convex optimization for a year or even several years. I hope it doesn't turn into the "generative garbage dump" predicted by Anthropic CEO Dario. I hope $Alibaba(BABA.US) can maintain its own taste and steer AI towards productivity rather than just being a pacifier.

LongPort - Carrousel
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$MINIMAX-WP(00100.HK)$BABA-W(09988.HK)If Alibaba could acquire 010, it could enhance its ToC product capabilities. 010 wouldn't need to spend a fortune on Alibaba Cloud anymore. It would be a win-win situation for both sides, leveraging each other's strengths. Unfortunately, Mini is now listed and the price has been driven so high🙂‍↔️

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