Michael Guo(@Michaelzsguo):Just like Google, Alibaba is becoming a full-stack AI player. It owns Qwen, backs many of China’s leading model startups, invests in video and robotics, and is deploying RMB380B into AI + cloud infrastructure. It doesn’t control every layer as Google does, but it has a stake in almost every outcome.

2026.07.19 12:35

Just like Google, Alibaba is becoming a full-stack AI player. It owns Qwen, backs many of China’s leading model startups, invests in video and robotics, and is deploying RMB380B into AI + cloud infrastructure. It doesn’t control every layer as Google does, but it has a stake in almost every outcome.

Michael Guo@Michaelzsguo

2026.04.22 17:39

I think one reason Google doesn’t have a single “super app” like Codex or Claude Code is that they may not need one. Instead, they are embedding agent capabilities across their entire ecosystem: Workspace, data platforms, YouTube, customer service, and more. Their advantage is not a standalone app, but how deeply AI can be woven into the products and workflows enterprises already use. That also fits Google’s business model. They make money when enterprises build these capabilities directly into their own workflows on Google’s platforms, rather than relying on one separate AI product. #googlecloudnext#