BABA(US:BABA) Feng Huang Wang·2025-08-04 04:40Core Viewpoint - Alibaba's Gaode Map has launched the 2025 version, claiming to be the world's first AI-native map application, aiming to transform traditional navigation tools into intelligent travel companions that deeply understand the real world and make autonomous decisions [1][2]. Group 1: AI Integration - The core concept of the upgrade is "Spatial Intelligence," focusing on AI's perception, reasoning, and action capabilities in three-dimensional physical space and time [1]. - The new version features an AI agent named "Xiao Gao Teacher," capable of multi-modal interactions (voice, text, visual) to understand complex natural language requests [2]. - The AI capabilities are supported by a model cluster developed in collaboration with Tongyi Model, which efficiently coordinates nearly a hundred internal tools to generate optimal travel or lifestyle plans for users [2]. Group 2: New Functionalities - The "AI Navigation" feature utilizes long-range perception to provide lane-level warnings and traffic light status alerts, enhancing safety services [2]. - "AI Instant" recommends nearby high-rated restaurants based on the user's current time and location, while "AI Exploration" identifies potential points of interest over a larger temporal and spatial range [2]. - Augmented Reality (AR) features, such as AR check-ins, further integrate virtual information with real-world scenarios [2]. Group 3: Strategic Intent - Gaode's "AMAP-AI Inside" open strategy aims to empower smart vehicles, smart glasses, embodied intelligent robots, and low-altitude flying technologies, indicating its ambition to become a foundational infrastructure for spatial intelligence in the AI era [3]. - This strategy has already attracted multiple partners from various fields to integrate their capabilities [3].