电商送外卖，外卖做电商？巨头混战背后：一场争夺产业互联网王座的暗战

Core Viewpoint - The current food delivery battle is not merely a continuation of the consumer internet era but signifies a profound shift towards the industrial internet era, highlighting the evolving roles of industry players [3][4][9] Industry Changes - The food delivery war reflects a significant transformation in the industry, termed "industrial remix," where players are addressing their shortcomings and expanding their market reach to discover new growth opportunities [4][8] - Major players like Alibaba and JD are no longer confined to traditional roles but are adapting to the characteristics of the industrial internet cycle [3][4] Technological Evolution - The ongoing transformation is driven by technological advancements, particularly the integration of AI, which has led to a comprehensive upgrade of products and services among internet players [5][6] - AI technology is viewed as the foundational infrastructure of the industrial internet era, marking a shift from traditional internet technologies [6] Business Model Upgrade - The emergence of the S2B business model signifies a transition from the B2B model, where players are deeply involved in the industry and supply chain, creating new development opportunities [7][8] - The current food delivery battle exemplifies the upgrade from B2B to S2B, reflecting the true essence of the industrial internet era [8][9]