Bei Jing Shang Bao·2025-10-27 12:33Core Insights - Meituan is advancing in the large model sector while facing fierce competition in the food delivery market, recently releasing and open-sourcing the LongCat-Video model, which can stably generate long videos of up to 5 minutes [2][4] - The company has made significant progress in large models, having released three major models since September, including LongCat-Flash-Chat and LongCat-Flash-Thinking, both achieving state-of-the-art (SOTA) performance in various tasks [3][8] - Meituan's strategic shift from "Food+Platform" to "Retail+Technology" emphasizes AI, robotics, and autonomous driving as core future directions, integrating these technologies into its business operations [7][8] Model Developments - The LongCat-Flash-Chat model features a mixture-of-experts architecture with 560 billion parameters, optimizing both computational efficiency and performance [3] - LongCat-Flash-Thinking has achieved SOTA in reasoning tasks across multiple domains, showcasing the company's commitment to advancing AI capabilities [3] - LongCat-Video is designed for coherent long video generation, demonstrating significant advantages in video generation tasks compared to competitors [4][5] Industry Perspective - Industry peers have mixed reactions to Meituan's advancements in video generation, with some expressing skepticism about the significance of achieving SOTA in a largely closed-source field [5][6] - The LongCat models are seen as a response to Meituan's internal content needs and potential applications in embodied intelligence [5][6] Strategic Vision - Meituan's LongCat team views the video generation model as a step towards exploring "world models," aiming to bridge the digital and physical worlds through advanced AI technologies [7] - The company's AI strategy includes enhancing employee efficiency, transforming existing products with AI, and developing proprietary large models, with a notable increase in API usage from 10% to 68% [8]