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# AI strategy

2026-07-25

Liang Wenfeng Is Now the World's Richest AI Founder — By Doing the Opposite of Every Big Tech Giant

Bloomberg's data: DeepSeek founder Liang Wenfeng is worth $36 billion, doubled in a year, surpassing the co-founders of OpenAI and Anthropic to become the richest person in pure AI foundation models. From a product manager's angle, here's why his 'narrow and deep' bet outran the giants stacking money and headcount.

2026-07-23

Alibaba Is Doing the Math, Tencent Is Paying Tuition: A PM's Read on the Big-Tech AI Split

Both poured 100 billion yuan into AI. In Q1 2026, Alibaba's cloud AI revenue crossed 30% of external revenue for the first time, while Tencent lost about 8.8 billion yuan. But Tencent wasn't idle either — WorkBuddy became the No.1 office agent. From a product manager's angle, here's the split between the two AI strategies, and where they go next.

2026-06-15

From Wuzhao to Zhou Jingren: Alibaba Has the Best AI and the Hardest Execution. The One Thing It Lacks Is Judgment

In a single week, Wuzhao was pushed out of DingTalk, and word spread that Chief Scientist Zhou Jingren was leaving too, six days after he took the title. Alibaba quickly denied the Zhou rumor, but the steady exit of Tongyi's core people this year is very real. Put it all together and you see something strange: Alibaba owns the strongest AI model in China and the most relentless execution culture there is, yet its technical talent and its product captains keep walking out the door. The problem isn't the technology. It isn't the execution. It's the one seat nobody can fill: judgment.