TechCheck Alibaba and Google’s AI comeback 11/24/25
5 snips
Nov 24, 2025 
Deirdre Bosa, a seasoned technology reporter, dives into Alibaba's impressive launch of its consumer chatbot, Quen, which hit 10 million downloads in just a week. She discusses how full-stack systems enhance AI capabilities and Alibaba's strategic control over hardware and cloud services. The conversation also touches on China's efforts to build an independent AI supply chain and the cost advantages that allow Chinese firms to innovate affordably. Lastly, Bosa compares the competitive landscape between Alibaba's Quen and Google's Gemini, highlighting the end-to-end advantages in AI.
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Full-Stack AI Drives Rapid Adoption
- Alibaba's Quen hitting 10 million downloads in a week shows the power of having a full-stack AI ecosystem.
- End-to-end control of models, cloud, apps, and hardware drives faster consumer adoption and investor confidence.
China's Push For AI Self-Sufficiency
- China is building a self-sufficient AI supply chain with domestic chips and infrastructure to reduce reliance on U.S. tech.
- Alibaba aims to sit at the center by developing its own AI silicon to replace restricted NVIDIA GPUs.
Open-Source + Distillation Lowers Costs
- Chinese AI players are training competitive models far more cheaply using open-source models and distillation techniques.
- That cost efficiency could reshape which AI stack—U.S. or Chinese—dominates globally.