Alibaba After Jack Ma & China's Economy in 2024

In this conversation, Samo Burja and Erik Torenberg discuss Alibaba after Jack Ma's exit and analyze the Chinese Economy. With 1.3 billion users and $135 billion in revenue, Alibaba is like China's version of PayPal, Amazon, and Walmart combined. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.

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SPONSOR: BRAVE

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for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and

mention “MoZ” when signing up for a 25% discount on your first campaign.

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LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

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TIMESTAMPS:

(00:00) Intro

(00:28) What Happen to Alibaba after Jack Ma’s Departure

(00:44) Alibaba: From Revolutionary to Incumbent

(16:06) Sponsor: Brave | Turpentine

(17:53) Jack Ma’s Influence

(21:58) Who’s In Charge in China

(25:39) Pushing Away Jack Ma

(31:50) Losing the Economic Advantage

(42:24) China’s Ambitions and Realities

(47:56) Alibaba's Future

(54:16) Wrap