Alibaba's Recession and the Return of Daniel Jalan

We understand that the consumption boom is lagging a little bit compared to what was expected. There's going to be some headwinds from just the broader macroeconomic environment for AliExpress, Lazada, and Trenniel. What about the cloud business? Is that something that will stand out in terms of the rest of the earnings? We're looking to see Ali Cloud now that it's separate and has its own operating environment where Daniel John can focus entirely on cloud to give it some new energy.