Jack Ma - Interconnected

Alibaba: Is It a “Mature” Company?

I still vividly remember the last time I visited Alibaba’s headquarters in Hangzhou. It was the summer of 2016. I was in town for the G20 Summit and happened to have another unrelated meeting with one of Alibaba’s original co-founders, who functioned

Topics: China• Alibaba• Jack Ma•

Ant IPO and China's "Startup Debt" Problem

Last week, Chinese tech stocks went through a mini rollercoaster. The Wall Street Journal first reported that regulators were close to completing their cybersecurity investigations [https://www.wsj.com/articles/china-to-conclude-didi-cybersecurity-probe-lift-ban-on-new-users-11654501320?mod=hp_lead_pos6] of Didi, Full Trust Alliance, and Kanzhun, sending stock

Topics: Meta• Alibaba• LATAM•

Two Week Break; No New Post

Dear Interconnected Subscribers and Readers: We are going on a two-week break (first break since starting this newsletter more than a year ago), because I am working on a few personal and professional transitions, moving to a different city (Seattle), and planning some new

Topics: Antitrust• Alibaba• Google•

Google, Alibaba, Global Antitrust Standard

People love a “missing billionaire” story, even when there isn’t one. That’s what many Western media outlets and some “Substack experts” have been hotly discussing lately: “Where is Jack Ma?” As Alibaba’s stock price gyrates, all this reminds me of was

Topics: Antitrust• Alibaba• Jack Ma•

November 15, 2020: 16 Days

Hello Interconnected Readers: I had a busy week last week that was mostly self-created. While still doing volunteer work at the Reno campaign office (work doesn’t stop when Election Day is over) and continuing my day job as an investor (doing calls with

Topics: Alibaba• Jack Ma• Regulation•

Jack Ma, P2P Lending, Responsibility, Legacy

When I was in my 20s, I dreamed of becoming a presidential speech writer. I’d stay up reading books, like Ted Sorensen’s memoir “Counselor [https://www.amazon.com/COUNSELOR-Life-at-Edge-History/dp/0060798718/ref=sr_1_1?crid=3D8HHRP3NCZ3O&dchild=1&keywords=

Topics: Jack Ma• Alibaba• IPO•

Jack Ma's Bund Finance Summit Speech

Below is my unofficial translation of Jack Ma’s speech on October 24 at the Bund Finance Summit in Shanghai based on a Chinese transcript [https://sfl.global/news_post/mayunshanghaiwaitanjinrongluntanyanjiangquanwenwushanjian/] , with minor edits for clarity and speechification. To read some of my deep

Topics: Jack Ma• Cloud Industry• Semiconductor•

November 8, 2020: Due Process and Procedural Justice

Hello Interconnected Readers: I want to start off by citing a phrase from Matthew Prince, the CEO of Cloudflare: > I, personally, believe in strong Freedom of Speech protections, but I also acknowledge that it is a very American idea that is not shared