On brand with the 30 under 30 crew.

LOL. 让丫继续PUA。

Alibaba, pulling a Jack Welch GE move, commences cost-cutting measures and divestments. It's a bid to enhance valuation and reassure investors amid geopolitical stress & a slowing domestic economy. Q is 开源节流whether it will be too slow too late. 3/5

Yet, key decisions like IPOs and asset reclassifications can be a double-edged sword. Can Alicloud really handle itself without the corpus? @interconnect_ed has a great piece about this. Government mandates and complex operations add more to the challenge. 4/5

As details are still being ironed out, Alibaba grapples with the complexity of operations in a 'Warring States' period of its own. 拭目以待 5/5

In my latest op-ed for @thechinaproj, I analyzed Alibaba's recent earnings. Alibaba's restructuring signals a shift toward financial optimization. Question remains: can it restore investor confidence & appease government regulators? Balancing act begins. 1/5

The restructuring split Alibaba into six units, a move is seen to mitigate concerns over its size and influence. New capital management & risk committees now wield power, hinting at Alibaba's transition from growth to maturity and power dynamic shifting back to the center. 2/5

王老师开课吧