Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
They're making a lot of money because prices have gone up so much.
That's why we're going to see record profits this year from them.
Could be could be pretty phenomenal numbers going forward and they'll probably have a pretty big
next year too.
So they want to show shareholders that they can give some of this money back to them.
Bloomberg Tech · Alibaba's AI Spending Spree, Concerns of Circular AI Financing · 20 Aug 2026
podcast
Not by today's scales of AI spending.
That's certainly right.
Yeah, Alibaba has had a rough go of it this quarter and for a few quarters now.
The e-commerce company has pivoted aggressively into AI.
They've invested a lot in infrastructure and also in their AI model, Gwen, which has been quite popular.
We talked a couple of weeks ago about the new version of Gwen that's getting lots of attention.
But when you look at the financials, they've been pretty rough for the
Again, maybe that's not a lot of money by U.S.
capital spending figures, but it is in China.
The company is trying to invest in a number of these different areas.
And the payoff is quite difficult for them.
They are right in the heart of all of these open source models that we've been talking about, including mean shape.
Moonshot and Deep Seek, they have to compete with those guys with the within the domestic market and that's been very difficult for them when it comes to profitability.
Well, they're doing the best in cloud computing right now.
That has been a strong growth business for them.
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