Scott

I think they're going about it the right way, the same way that Apple said, We're not going to spend a ton of money on developing our own browser instead or our own search. We're going to just cash a check for $20 billion from someone else and focus on other things. I think Uber actually has made the right choice.

I think they're going about it the right way, the same way that Apple said, We're not going to spend a ton of money on developing our own browser instead or our own search. We're going to just cash a check for $20 billion from someone else and focus on other things. I think Uber actually has made the right choice.

I mean, because remember initially they were really big on autonomous and spending a lot of money on it.

I mean, because remember initially they were really big on autonomous and spending a lot of money on it.

I mean, because remember initially they were really big on autonomous and spending a lot of money on it.

I think they're actually, I think it's a smart idea for them. I think they're going to still be a winner here. I think there'll be room for more. I think Waymo will be a big winner here. And I think Uber will also be a big winner.

I think they're actually, I think it's a smart idea for them. I think they're going to still be a winner here. I think there'll be room for more. I think Waymo will be a big winner here. And I think Uber will also be a big winner.

I think they're actually, I think it's a smart idea for them. I think they're going to still be a winner here. I think there'll be room for more. I think Waymo will be a big winner here. And I think Uber will also be a big winner.

So my prediction, Ed, is that Alibaba is going to beat. I think that one of the knock-on effects here is that Alibaba and Chinese companies have had this overhang of being Chinese. And I saw this data that just blew my mind. And I presented it in Hamburg, Germany yesterday.

So my prediction, Ed, is that Alibaba is going to beat. I think that one of the knock-on effects here is that Alibaba and Chinese companies have had this overhang of being Chinese. And I saw this data that just blew my mind. And I presented it in Hamburg, Germany yesterday.

So my prediction, Ed, is that Alibaba is going to beat. I think that one of the knock-on effects here is that Alibaba and Chinese companies have had this overhang of being Chinese. And I saw this data that just blew my mind. And I presented it in Hamburg, Germany yesterday.

And that is that for the first time in history, when you survey people from around the globe, more of them believe that China is a force for good in the world than the U.S. Wow. And it just absolutely blew my mind. That's crazy. How does that drill down to Alibaba?

And that is that for the first time in history, when you survey people from around the globe, more of them believe that China is a force for good in the world than the U.S. Wow. And it just absolutely blew my mind. That's crazy. How does that drill down to Alibaba?

And that is that for the first time in history, when you survey people from around the globe, more of them believe that China is a force for good in the world than the U.S. Wow. And it just absolutely blew my mind. That's crazy. How does that drill down to Alibaba?

I think that European companies and international companies have been felt much more confident using American cloud providers to store their data. And I think a lot of them are now reconsidering potentially using Chinese companies, specifically Alibaba, for their cloud needs.

I think that European companies and international companies have been felt much more confident using American cloud providers to store their data. And I think a lot of them are now reconsidering potentially using Chinese companies, specifically Alibaba, for their cloud needs.

I think that European companies and international companies have been felt much more confident using American cloud providers to store their data. And I think a lot of them are now reconsidering potentially using Chinese companies, specifically Alibaba, for their cloud needs.

And I think Alibaba is going to report earnings that show especially strong growth in their cloud unit, which will give their stock a pop.

And I think Alibaba is going to report earnings that show especially strong growth in their cloud unit, which will give their stock a pop.

And I think Alibaba is going to report earnings that show especially strong growth in their cloud unit, which will give their stock a pop.