Core Viewpoint - The article emphasizes that Alibaba's strategic entry into the competitive landscape of food delivery is a calculated move to leverage the weaknesses of its rivals, particularly during a time when they are financially strained from their own aggressive spending [3][12][14]. Financial Performance - The financial reports of the two main competitors in the food delivery sector indicate significant cash burn, with both companies investing heavily in their operations [5][9]. - Alibaba's recent financial results show that its spending is comparable to that of its competitors, suggesting a strategic alignment in the ongoing market battle [9][12]. Competitive Strategy - Alibaba's timing in entering the market is crucial; it capitalizes on the moment when its competitors are exhausted from their previous expenditures, akin to striking when the opponent is vulnerable [12][14]. - The article posits that Alibaba views the competition not merely as a business challenge but as a war, aiming to inflict substantial damage on its rivals while ensuring its own survival through superior financial backing [14][18]. Resource Allocation - The competitive landscape has shifted, allowing Alibaba to utilize its extensive resources across multiple business lines, enhancing the effectiveness of its financial investments in the food delivery sector [16][20]. - The article suggests that the ongoing competition will ultimately boil down to which company can sustain its financial losses longer, with Alibaba positioned to outlast its rivals due to its diversified business model [20].