r/baba
BABA stealing market share from OpenAI and Claude
Alibaba's Qwen model outperforms GPT and Claude in performance and cost efficiency, positioning BABA to capture AI market share.
- Qwen 3.7-Max achieves a 56% performance improvement at a significantly lower training cost ($1.32) compared to Claude and GPT.
- Superior cost-efficiency and performance in long agentic loops give Qwen a strong competitive advantage in the AI market.
- Upcoming Alibaba Cloud Conference in Singapore serves as a near-term catalyst for further positive updates.
https://x.com/atomic\_chat\_hq/status/2057581603811901882
Qwen 3.7-Max: training cost $1.32, bot improvement +56%
Claude Opus 4.7: training cost $12.15, bot improvement +28%
GPT-5.5: training cost $2.85, bot improvement +7%
Qwen won on every dimension - biggest jump, 9× cheaper than Claude, 2× cheaper than GPT. Long agentic loops is where Qwen Max actually delivers.
The data is clear. More updates to come next Tuesday when Alibaba Cloud Conference takers place in Marina Bay Sands Singapore
Market share just part of the story, can baba steal revenue from them, that’s the key question
That goes without saying. People are switching their harness and APIs to Alicloud
Stock price not reflecting this
Baba role is to develop china not make profits for share holders
Makes you wonder who is naked shorting the stock?
Do you think the pricing, 7 dollars for 1m output token, is competitive enough?
If you read the guidance, they mentioned that gross margins would sequentially improve every quarter with each deployment of new Zhenwu chips
True
Baba can steal the entire moon and stock price still going to go down.
Or mars; correct…Xi will squash it