Core Insights - Taobao and Ele.me announced a daily order count exceeding 80 million, with non-food orders surpassing 13 million, and Taobao's flash purchase daily active users exceeding 200 million, showcasing the aggressive strategy of Jiang Fan [1][3] Group 1: Business Strategy - Taobao's flash purchase program, launched with a 10 billion subsidy and an additional 50 billion, is projected to consume 75% of Alibaba's net profit for 2024, indicating a bold move by Jiang Fan and Alibaba [3] - Jiang Fan's approach emphasizes decisive actions without excessive verbal commitments, focusing on substantial resource mobilization within ONE ALIBABA to drive a comprehensive company-wide campaign [3][4] - The integration of marketing and user retention strategies in Taobao's flash purchase is highlighted as a systematic approach, contrasting with competitors' short-term tactics [3][4] Group 2: Competitive Landscape - The flash purchase initiative is seen as a response to competitive pressures, particularly from JD.com, which has spurred a sense of urgency in the industry [7][10] - The competition is not merely about subsidies but revolves around customer retention, with the need for a shift in user habits being crucial for long-term success [7][10] - The ongoing flash purchase battle is expected to continue, with significant implications for market dynamics and user engagement strategies [8][11] Group 3: Organizational Dynamics - Jiang Fan's leadership is fostering a renewed sense of confidence within Alibaba, emphasizing a narrative of capability and resilience among employees [5][6] - The organizational structure and resource allocation are critical in the flash purchase competition, with the ability to mobilize resources effectively being a key determinant of success [12] - The role of Tencent's ecosystem is highlighted as a significant factor in determining the future of the flash purchase market, influencing which company gains a competitive edge [11]