What do you think about Alibaba Cloud? How does it compare to the big 3?

I’d be surprised if it ever has meaningful impact in the Western world because of company policies/ban lists. You can bet with 100% certainty that the CCP calls the shots.

But on the flip side, for the most part the big 3 can’t sell into China so it can have a commanding lead.

Its growing at over 60% per year in a far less competitive environment than the big 3. Tencent (mostly focused on gaming) is also competing there.

Full disclosure: I invested in BABA today because of the above.