Alibaba Update: Cloud Spinoff & More Coming

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This episode is an update on Alibaba’s ongoing spin-off plans for its various business units, starting with the Alibaba Cloud Intelligence Group within the next 12 months, with others to follow. I explore what these business are, what they do, and what their prospects are as future individual companies.

Timestamps:
00:00 Intro
00:37 First Spinoff: Alibaba Cloud Intelligence Group
02:10 Next IPO plans
02:28 China Commerce
03:08 International Commerce
03:38 Local Consumer Services
04:08 Cainiao
04:38 Alibaba Cloud
05:14 Digital Media and Entertainment
05:36 Innovations and Other Initiatives
06:30 Final thoughts

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https://youtu.be/caAUsjmMGRw

Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?
https://youtu.be/spwgEGJlxmc

Mohnish Pabrai: Why I Switched from Alibaba to Tencent
https://youtu.be/v27JsHlgPZU

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