
TIP374: Mastermind Q3 2021 W/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
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Navigating the Cloud: Alibaba and Tencent's Market Dynamics
This chapter explores the competitive landscape of the cloud computing industry, focusing on Alibaba and Tencent's positioning in global markets. It discusses the regulatory challenges facing Alibaba, particularly in China, including government interventions and their impact on the company's valuation and market dynamics. Additionally, comparisons are made between the regulatory environments in China and the U.S., highlighting how these differences affect the business strategies of major tech players.
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