Yuan Leong's questions to Alibaba Group Holding (BABA) leadership • Q1 2026
Question
Yuan Leong of Citigroup asked about the industry's transition from a training-focused AI era to an agent-centered one, inquiring about the additional capabilities, resources, and investments required, as well as Alibaba's latest developments in agent-related products.
Answer
Alibaba Management acknowledged the shift towards AI agents, which require capabilities like larger context windows and the ability to use multiple tools and access enterprise systems. They see this as a significant opportunity for Alibaba Cloud, which is launching a new sandbox product called 'Agent Bay' to support these needs. Management emphasized that strong coding capabilities in models are critical for this new era and highlighted synergies with products like DingTalk and AMAP to provide automated, business-level AI agent solutions for enterprises.