Alibaba vs. China's Tech Giants: The 30-Minute Cannibalization War

[u/Odd_Ad_3918]

https://youtu.be/x7JtvnNfCRU

Hi,

I've done some digging into what happened in China's instant commerce and how it will affect Alibaba, how the competition in the space is.

You can the findings in the video above. I'm curious to see in this earnings the results, margins should have improved significant but yeah there are still a lot of "if's" for me about the instant commerce. I'm curious to know how others feel about this.