Cathie buble telling $Alibaba(BABA)$ has a problem in valuation while buing $Tesla Motors(TSLA)$ at 50000 times his present earnings and tring to forecast his position in ten / 20 years from now in a market that will become more and more competitive .... In e commerece and if u analyse well babà core business there are significant barrier to entry ( think about the 2side relatuon b to b and b to c ) . This has big Networks effects .. solid company and incredible business ..