1. Cross border e-commerce from China is a small portion (~10%) of total e-commerce. So most of the commerce is still internal to China.

2. Who do you think directs the logistics and distribution of products. Alibaba has large stakes in logistics providers and directs the operations (Cainiao). There is no UPS/USPS type provider but a bunch of smaller ones who have to be managed by Alibaba. So while they are ramping up actual ownership of fulfillment centers, they are not like eBay where the seller just creates a shipping label drops it off at the UPS office and it shows up at the buyers door without eBay's involvement.