This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba.

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.

The take-aways are:

“AI Plus Ecommerce” Is the Big Focus Domestically
The China Instant Commerce War Was Entertaining
The Instant Commerce War Strategically Important for Alibaba
Alibaba’s Liya and Digital KOLs Are Amazing
Alibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.
1. Accio
2. Aidge
The Alibaba AI Apps I Am Watching
1. DingTalk
2. Quark
3. Amap
4. Qwen
5. Wan
6. Tongyi Deep Research
6 Six Alibaba values

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