BABA(US:BABA) 3 6 Ke·2025-10-21 02:22Core Insights - Alibaba's Quark is advancing an AI strategic project known as "C Plan," which has been incubating internally for several months, with the first phase of results expected to be launched soon [3] - The "C Plan" is not a specific product but a long-term strategic initiative aimed at exploring new technologies and applications in the AI era [6] - The project is seen as crucial for Quark, similar to how "Street Ranking" is vital for Gaode and "Flash Purchase" for Taobao, indicating its strategic importance within the organization [7] Project Details - The "C Plan" is led by Quark's core team and involves senior members from Alibaba's Tongyi Lab, focusing on conversational AI for consumer applications [3][6] - The project has strict criteria for project initiation and development, with many ideas being eliminated early in the process [6] - The first application from the "C Plan" is set to launch, with the timing deemed optimal due to advancements in model capabilities, industry environment, and user habits [6] Resource Allocation - Significant resources have been allocated to the "C Plan," with core members of Quark's search business fully engaged and technical teams from various locations consolidated in Hangzhou for closed development [7] - The project is entering a phase of results transformation, achieving substantial breakthroughs in model capabilities and product forms [7] Future Applications - The "C Plan" will extend beyond app-level applications, potentially integrating with Quark's AI glasses to provide essential AI capabilities, thereby enhancing Alibaba's ecosystem [8] - Quark AI glasses have received positive feedback for comfort, battery life, and imaging performance, positioning them as a key product in extending Quark's AI capabilities to wearable technology [11] Market Position - Quark has been recognized as a leading consumer-grade generative AI application, ranking ninth in a global list by A16z and consistently topping domestic AI application rankings [11] - The emergence of the "C Plan" signifies Quark's role as a central hub for Alibaba's AI consumer business, connecting models, software, hardware, and diverse applications within the Alibaba ecosystem [12]