{
  "generatedAt": "2026-10-22T03:46:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "alibaba",
  "name": "Alibaba",
  "ticker": "BABA",
  "url": "https://deepstack.ltd/companies/alibaba/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/alibaba.json",
  "summary": "Alibaba is named in 1 Part of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.",
  "parts": [
    {
      "part": 5,
      "headline": "OpenAI and Anthropic Are Not the Same Business",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 5,
      "section": "Cheap intelligence arrives",
      "excerpt": "Deepvalue Capital says Alibaba’s models passed 3bn downloads, ahead of Meta and Google, while compute stays tight and the price per token keeps falling.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "sides": [
    {
      "part": 5,
      "question": null,
      "side": "openai-commoditized",
      "sideLabel": "OpenAI: commoditized",
      "claim": "Michael Spencer predicts Anthropic will achieve AI supremacy status in 2027 and by 2030 will have no comparable peer competitor, not Google, OpenAI, DeepSeek, or Alibaba.",
      "date": "2026-08-20",
      "url": "https://www.ai-supremacy.com/p/we-have-never-seen-an-anthropic-before-2026-revenue-ipo",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/",
      "sidesUrl": "https://deepstack.ltd/sides/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 8,
      "question": null,
      "side": "cash-has-to-triple",
      "sideLabel": "The cash has to triple",
      "claim": "Alibaba's shift to financing an AI data center buildout through share issuance is a demerit against the investment thesis, as the buildout may be 'practically interminable' without a clear productive path.",
      "date": "2026-09-04",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/",
      "sidesUrl": "https://deepstack.ltd/sides/the-scarcity-is-the-collateral/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 104.4,
    "change": -4.21,
    "changePercent": -3.8763,
    "marketCap": 259720571632,
    "pe": 22.7952,
    "nextEarnings": "2026-11-24",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T19:59:59.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}