duncan clark was an early adviser to alibaba and is writing a book about the company due out next year. you were at jack ma us speech where he outlined some audacious visions for the company to be even bigger than walmart. what did he promise and is it a table? guest: bigger than walmart is what he said. alibaba had $390 billion in gross revenue volume last year. it's a different number from walmart but it's safe to say that the number he's aiming for and he can probably do it in 2015. what he is selling his pitching to u.s. businesses to sell through alibaba to consumers in china and that's how he is projecting he can be decker than what is known as the retail giant here in the states. brad: i was interested in how he outlined the international opportunity for ali baba. he described as cross order commerce and american companies selling to the chinese middle class. how surprising is that for you since people have an expecting ali baba to go the other way and sell to american consumers? guest: i think he is cautious in the fact that we have seen the failure of chinese companies rush in