Most of the people I know in the industry think Alibaba is one of the least efficient big tech company in China compare to e.g Tencent, Baidu, Bytedance, Huawei. They all have somewhat similar bureaucracy burden as big corp but not at the level of Alibaba. Their problem is much complex than pointing the finger at Chinese government to explain everything.
At that time PDD is promoting the idea you buy what they think you will buy. PDD's search is barely functioning at that time and their bussiness model is solely relying on recommending system.
Though I'm not sure how much Alibaba's decision is affected by PDD because the story I heard is more driven by their internal politics. I feel like that's really a weird product decision for Alibaba and to me doesn't make a lot of sense.
I spend many hours trying to make sense of it. Usually I fail and buy elsewhere.
Truly an impressive feet of stupidity.
Someone should do a paid search engine for it. $50 per month seems well worth the preservation of sanity.
Anyway. If you listen to the Tsai interview he seems more concerned about US regulators than Chinese.