Why Alibaba is accepting dilution to accelerate AI, and what the fundamentals say about the trade-off.
Well, hopefully Baba will stop burning cash to compete for the instant food delivery business with JD.com and MEITUAN soon. Basically it subsidizes customers to order on its platform, while asking shareholders for paying AI bills :)
Well, hopefully Baba will stop burning cash to compete for the instant food delivery business with JD.com and MEITUAN soon. Basically it subsidizes customers to order on its platform, while asking shareholders for paying AI bills :)