Alibaba just sold 85% of Trendyol GO to Uber for $700 million. The business handled 200 million orders in 2024. GMV hit $2 billion. Performance isn't the issue. The logic mirrors earlier exits from Intime and Sun Art. Same with trimming Bilibili and XPeng stakes. Alibaba is divesting anything that doesn't synergize with AI-driven cloud and instant retail. Last quarter Alibaba lost over $5 billion on instant retail. It committed RMB 380 billion to AI infrastructure. This reallocation demands cash and strategic focus. The $700 million matters less than the signal. Alibaba is no longer a diversified conglomerate. It's becoming a focused AI and consumer platform company. In the AI race, every dollar must generate compounding advantage. The window is 3-5 years. Trendyol GO consumes management attention and capital. It contributes little to the integrated ecosystem Alibaba is building. Call it strategic weight loss. Shedding assets strengthens what matters. Data, compute, logistics, user experience in one tight system. The bet is clear. Can it pay off within three years? That's the question.