Michael Guo(@Michaelzsguo):中国大模型的半壁江山里，几乎都有阿里的筹码。 Alibaba has a stake in nearly half of China’s AI model landscape. Alibaba doesn’t need to pick one winner in China’s AI model race. It owns Qwen, disclosed ~36% of Moonshot/Kimi in FY2024, holds 17.06% of MiniMax Class A shares, and has backed Zhipu, Baichuan and https://t.co/QhM46SbTx0. It can win through models, equity and cloud.

Michael Guo

@Michaelzsguo

Building AI agents and AI-native orgs. Demystifying AI in practice. EN/中文 (Selected build notes, experiments, and practical tips at the website link.)

Joined January 2022

404 Following 5.6K Followers

Michael Guo@Michaelzsguo

2026.07.18 18:07

中国大模型的半壁江山里，几乎都有阿里的筹码。 Alibaba has a stake in nearly half of China’s AI model landscape. Alibaba doesn’t need to pick one winner in China’s AI model race. It owns Qwen, disclosed ~36% of Moonshot/Kimi in FY2024, holds 17.06% of MiniMax Class A shares, and has backed Zhipu, Baichuan and It can win through models, equity and cloud.