The most interesting PM observation across the three: how each one is monetising AI. Tencent has gone aggressive on Cloud AI compute pricing (+5% recently). BABA is rolling out HappyHorse commercial in May (its agentic product). JD is using AI primarily in logistics optimization. Three different productisation strategies, three different revenue paths. The earnings calls will be more informative on AI revenue contribution than the headline number. Listen to language carefully
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