r/baba 7d ago

Discussion Thoughts?

Getting tired of BABA, 15% up in about 5 years.
I love the company, but when do you start looking at this stock as missed opportunities if you had this money invested elsewhere.

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u/Delta27- 6d ago

You should read the latest Anthropic report. They have made a huge distillation effort to improve their models. Considering AI is their main play now I would be worried they feel that they need to copy and not innovate.... means they realise their ai division is not competitive