Comments by "shazmosushi" (@shazmosushi) on "How Jack Ma Keeps Control of Alibaba Group" video.

  1. 5:57 Here are the most important Variable Interest Entities (VIE): 1. Zhejiang Taobao Network Co., Ltd. 2. Zhejiang Tmall Network Co., Ltd 3. Alibaba Cloud Computing Ltd. 4. Youku Information Technology (Beijing) Co., Ltd I thought I'd write this out because most English speakers would struggle to transcribe the word "Zhejiang"! It might also help with search engine optimization.
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  2. Corporate structures are very dry, and as somebody else said in the comments: arcane. This video is a bit hard to follow and requires a lot of active listening and thought to try and piece things together. A simplified diagram explained as a slideshow using PowerPoint might have kept people's attention further. All that said, this video is a great deep dive into the arcane part of Chinese corporate structures, specially in relation to Alibaba and its businesses (Youku, Taobao, Ant/AliPay etc). I also really enjoyed your examination of the "big red button" / "nuclear option" provided by what you eloquently call the "strategic ambiguity": the legality of those Variable Interest Entities that are used in those Chinese corporate structures. I guess it tells us what everybody already knows: the Chinese Communist Party (and well placed executives like Jack Ma) can consolidate power at any point (and steal money from investors, especially foreigners) yet still be 100% legal, because the contracts, courts and legal system in China are specifically designed with the "strategic ambiguity" that the CCP can leverage at any time. I can understand why China is constantly trying to clamp down on people moving all their assets to safer legal jurisdictions. If I had capital in China, I would too LOL
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