BABA(US:BABA) Sou Hu Cai Jing·2025-07-14 11:44Group 1 - Alibaba's Vice President and former DingTalk CEO Ye Jun has left the company after 16 years of service, having held key positions in various sectors including software and cross-border e-commerce [2] - During his tenure, Ye Jun led DingTalk to achieve annual revenue exceeding 3 billion yuan, transitioning the focus from daily active users to annual recurring revenue and active enterprises [2] - Despite these achievements, internal reports indicate that DingTalk lagged behind competitors in AI innovation and did not meet expectations for the "cloud-ding integration" strategy [2] Group 2 - Ye Jun's departure may signal the end of the "scale-first" era for internet giants, as the industry shifts towards a need for "disruptors" rather than just "operators" in the AI age [3] - Following Ye Jun's exit, Alibaba announced the acquisition of "Two Hydrogen and One Oxygen" (HHO) and brought back Chen Hang as DingTalk's CEO, who is expected to enhance AI capabilities within the platform [2][3]