KraneShares' Henry Greene reviews Alibaba's (BABA) latest earnings, highlighting strong AI and cloud growth and the company's advanced position in its investment cycle. He contrasts Alibaba's momentum with Baidu's (BIDU) challenges as the search giant ramps up AI spending to revive its core business. Greene also discusses Unitree Robotics' recent IPO and what it means for the growing humanoid robotics industry and KraneShares' Global Humanoid Robotics Index ETF (KOID).