Did Alibaba just kneecap its powerful Qwen AI team?

(venturebeat.com)

104 points | by GTP 5 hours ago ago

33 comments

  • est 3 hours ago ago

    big corp politics.

    qwen started as the core team of Tongyi dept, which was part of the algorithm & model offerings from Alibaba-Cloud (aliyun)

    https://tongyi.aliyun.com/

    - qwen series for nlp/LLM

    - wan series for cv/video

    - fun series for ASR and TTS

    - icss for AI customer service

    - lingma for coding

    - xingchen for metaverse hype

    - tingwu for podcast/notebooklm

    Now that's the awkward part: qwen was too successful, a team had more influence than Tongyi and even Aliyun, obviously they started to develop multi-modal capabilities overlapping other team's work, even with their own app, very vertical integrated.

    But qwen didn't contribute much revenue or DAU/MAU except fame amoung AI communities. Since GPUs were scarce, Alibaba had to balance free open weight models and customer use.

    In a better world, alibaba might just as well split qwen into an independent entity and IPO it.

    • dworks 2 hours ago ago

      This is similar to what happened to OnePlus at OPPO. OnePlus was outshining OPPO in the global market - there was absolutely no way the OPPO brand could compete other than price, and its international expansion would have looked like a failure side by side. (Source: Worked there).

      • storus 2 hours ago ago

        Happening to Skoda in Volkswagen - German managers were first forcing Skoda to have dumb design to not threaten VW/Audi, that didn't work, Skoda became the only profitable part of VW, now they are imposing 25% cost reduction at Skoda as well as the company "must save money", despite generating all the profit.

    • dust42 2 hours ago ago

      Sounds very plausible to me too. Because even if you refocus the business unit it makes no sense to lay off a highly capable team. Finding new people, integrating them into the team - all that costs a lot of time and money and there is no guarantee for success.

      Definitely plenty of people further up the corporate ladder were not happy with the success, while the top is likely too far disconnected to understand.

    • cc-d an hour ago ago

      Hello EST, I saw your rap video yesterday, you should link it here it was pretty good

  • thefounder 14 minutes ago ago

    Well…Gemini sucks so I don’t know why you would hire someone from that team to lead your AI team.

  • mellosouls 4 hours ago ago

    Subject submitted yesterday fwiw:

    https://news.ycombinator.com/item?id=47236390

    • dylan604 2 hours ago ago

      timing is everything, but linking back to a submission you made with no comments in a thread with more posts is pointless

      • mellosouls 2 hours ago ago

        there were no posts in this thread when i linked to the previous. It had the underlying (and additional) information in that reddit thread. I agree though it was of limited utility to do so.

  • Reubend 3 hours ago ago

    The Qwen team has been putting out great releases lately. I hope that they can continue on that path despite this.

  • nowittyusername an hour ago ago

    I hope the people from the Qwen team start their own thing or something... But regardless, the work they did will live on as legendary.

  • carterschonwald 4 hours ago ago

    they just released the first small models that i would consider even vaguely articulate for edge inference involving a human. maybe they want to do a mistral and raise a kajillion and work from their home town?

    • victorbjorklund 4 hours ago ago

      What does do a mistral mean?

      • goldenarm 3 hours ago ago

        MistralAI is known for their smaller models on the edge, to avoid competing with Gemini & OpenAI directly.

        • mycall 3 hours ago ago

          Who knows if OpenAI will do a refresh, but gpt-oss-20B/120B are still some of the best edge models so far.

          • carterschonwald 2 hours ago ago

            oh?! what do they handle well? how do they fail?

            the 3.5 9b model on my laptop at full fp8 is outlandish in its seeming reasoning capacity, though i haven’t really stress tested it

  • cat_plus_plus an hour ago ago

    Well, Alibaba hiring a Gemini guy to run Qwen suggests they want to make Qwen into a big consumer / enterprise business like Gemini. I am not sure that I blame them even if it clashes with how their top researchers were hoping Qwen would be run. Most obviously it's natural for a company to want to make money on things they paid for developing. But also, the world needs more competition in AI businesses just like it needs competition in AI research. I wouldn't mind Qwen code to grow into a commercial grade competitor to Claude code that is better, faster and cheaper. I am sure the talented researchers can find a new home in Moonshot AI or even US college or startup.

  • incomingpain 3 hours ago ago

    From what I read, he was fired.

    Which is insane. Obviously he isnt the only lead at alibaba, but qwen as consequence lost many talented people by doing this. It will negatively impact the Qwen team.

    Qwen4 is going to flop like Lllama 4.

    I hope those who just quit form their own new lab and start building again.

    • NitpickLawyer 3 hours ago ago

      > Qwen4 is going to flop like Lllama 4.

      Maybe, maybe not. It's not even clear if there's gonna be a new qwen, and if they'll keep open sourcing it. It also depends on what the team coming from gemini brings to the table. People move around, and things get shared. Happened before with grok, will likely happen with qwen. Everyone wants what the OG teams have.

      Mistral was ex llama people. And after their good start, they've kinda plateaued lately. Their latest open models have been quite disappointing. Nothing revolutionary at any rate.

      People said about the gemini team that moved to xai that they were "amateurs". And yet they delivered in about 1 year with grok4, was SotA for a few weeks at launch. They now lost some people, and likely will get others.

      Round and round the people move around, and everyone gets most of the things that everyone else uses. I have no doubt that the qwen team will get to find a cozy place to call home for a while...

    • black_puppydog 3 hours ago ago

      If you're being called incredibly dense by Elon these days, you must be doing something right. :D

  • storus 3 hours ago ago

    This feels like a typical sociopathic corporate scenario with mushroom management - let a bunch of nerds develop something new/exciting outside mainstream corporate culture, then once it becomes good enough jump in, cut them off and harvest whatever they produced while reaping all benefits/credits for yourself, then live off mediocre subsequent releases for a while while blaming remaining team members for future failures.

    • fennecfoxy 2 hours ago ago

      Not even corporate, that's just human behaviour/history.

      We love to elect chest-beating leaders.

    • cat_plus_plus 38 minutes ago ago

      Somewhat of a devil's advocate here, because I am very familar with corporate idiocy. But how do you define a non-sociopathic corporate scenario where a company makes a lot of money from a good product they develop? Even if done in maximally practically and emotionally intelligent way, this still requires changes from research phase no?

      • storus 27 minutes ago ago

        Developing a business product and monetizing it doesn't require sacking the research group that created it and would have developed it further.

        • cat_plus_plus 17 minutes ago ago

          Do you have evidence that they were sacked rather than resigned because they would rather work in a different direction from the one company is taking?

  • bhouston 4 hours ago ago

    I feel someone just gave them a huge $$$ offer that they couldn't say no too. Given Elon Musk is praising their efforts, and he lost a lot of his original XAI team recently, my money is on Elon.

    • tragiclos 3 hours ago ago

      FWIW, the article quotes people close to the researchers saying that the departure wasn't their choice.

    • vonneumannstan 44 minutes ago ago

      A bit hard for him to swing if he wants to position xAI as a key Defense contractor for AI and his company is full of Chinese Nationals...

    • teddyX an hour ago ago

      Nobody with talent wants to work with Elon or xAI

      The only people he attracts are h1b candidates who have limited choices

      • spiderfarmer an hour ago ago

        You can broaden that. A lot of talent doesn't want anything to do with the USA.

        • polski-g 25 minutes ago ago

          The US is the number one destination for skilled immigrants on the planet. Nobody else pays as well.

  • throwpoaster 3 hours ago ago

    Perhaps forced to move over to building military and intelligence models.

    • cc-d an hour ago ago

      Very boss comment mob friend :)