Alibaba regains market dominance as China's e-commerce expands, predicts co-founder Joe Tsai. Chinese companies like Temu, Shein, and TikTok's U.S. success raises concerns for Alibaba, who opts for caution and observes their strategy. Despite recent internal adjustments and competition, Alibaba maintains its leadership in China with a strengthened management team. Tsai highlights the company's AI advancements, cloud monetization, and the need for cooperation amidst U.S.-China tensions.
