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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

BABA directional thesis

Chinese AI keeps shipping frontier models despite the chip ban, and the market re-prices Alibaba as a leading lab rather than a hobbled one boxed in by export controls.

$127.39entry snapshot
pendingcurrent snapshot
— pendingsince mention
“And Sebastian Malaby, author of The Infinity Machine and former guest of the show, published an op-ed in the New York Times outlining one possible solution to the US-China dynamic. And so we can go through this and, and try and understand Sebastian's points because he makes a— he actually went to China and talked to lab leads there to try and get their of the story and what they might be open to in terms of collaboration.”
48:30claim_id mcl_92adcf4f59652b5ac5open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 48:30

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.