This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. The take-aways are: “AI Plus Ecommerce” Is the Big Focus DomesticallyThe China Instant Commerce War Was EntertainingThe Instant Commerce War Strategically Important for AlibabaAlibaba’s Liya and Digital KOLs Are Ama...