All-In with Chamath, Jason, Sacks & Friedberg

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

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Oct 8, 2025
Joe Tsai, chairman of Alibaba and owner of the Brooklyn Nets, dives deep into the US-China rivalry, emphasizing the need for balanced competition rather than conflict. He discusses Caitlin Clark's significant impact on the WNBA, boosting viewership and sponsorship. Tsai shares insights on AI's transformative role in large businesses, its effects on workforce dynamics, and the rapid adoption in China. He also reflects on Alibaba’s strategic focus and offers a fresh perspective on how the US can learn from China's educational priorities.
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ANECDOTE

Running A Team Is Business Plus Institution

  • Running a pro team mixes business demands with institutional stewardship and passionate fans.
  • Joe Tsai says it's almost like running a news organization because of the church-and-state tensions between fans and operations.
INSIGHT

Caitlin Clark Catalyzed WNBA Growth

  • Caitlin Clark drove a roughly 4x uplift in WNBA viewership, tickets, and sponsorships.
  • Tsai argues the league now reaches mainstream ESPN fans who previously ignored women's basketball.
ADVICE

Treat Rule Changes As Product Decisions

  • Call rule and format changes 'product' decisions because they shape the fan experience.
  • Tsai recommends focusing competition-committee work on improving the on-court product for fans.
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